2024-05-15T09:36:15-05:00 2023-06-30 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2022-07-01 043501206 NATIVITY PREPARATORY SCHOOL NEW BEDFORD INC NATI 5089943800 66 SPRING STREET NEW BEDFORD MA 02740 RICHARD ROLLER CHAIR 5089943800 2024-05-10 1 RICHARD ROLLER 999009999 1 MARY ANTONETTI P00431862 2037819600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD ROLLER 66 SPRING STREET NEW BEDFORD MA 02740 1144748 0 X WWW.NATIVITYNB.ORG X 2000 MA INDEPENDENT MIDDLE SCHOOL FOR BOYS. 21 21 19 75 0 0 1223884 1122685 2400 1800 1417 1603 -8327 -26154 1219374 1099934 25000 5000 0 0 639978 641516 0 2550 139602 605010 715007 1269988 1364073 -50614 -264139 4687459 4390345 137267 104292 4550192 4286053 TO PROVIDE PREPARATORY EDUCATION IN GRADES 5 THROUGH 8, WITH FULL SCHOLARSHIP, TO NEW BEDFORD BOYS OF ANY RACE, CREED, OR CULTURE WHOSE FAMILY INCOME IS 60% OR BELOW THE MASSACHUSETTS ESTIMATED MEDIAN. 0 0 822473 1800 NATIVITY PREPARATORY SCHOOL NEW BEDFORD (NPNB) WAS FOUNDED IN 2000 AND COMPLETED ITS TEN YEAR RE-ACCREDITATION THROUGH THE NEW ENGLAND ASSOCIATION OF SCHOOL AND COLLEGES (NEAS&C)IN 2015. STUDENTS ARE ACCEPTED INTO GRADE 5 OR 6 ON FULL SCHOLARSHIP THROUGH GRADE 8. AVERAGE TOTAL ENROLLMENT 60 STUDENTS, AVERAGE CLASSROOM TEACHING STAFF - EIGHT TEACHERS. CLASSROOM TEACHERS REMAIN ON STAFF FOR TWO YEARS, BEGINNING WITH A TWO-YEAR COMMITMENT THROUGH THE NATIONAL SERVICE PROGRAM, AMERICORPS. CURRENTLY ONE TEACHER ON STAFF COMPLETED GRADE 8 AT NPNB, AND TWO ACADEMIC STAFF MEMBERS WERE STUDENTS AT NPNB, RETURNED AS TEACHERS AND NOW ARE DEAN OF INSTRUCTION AND DEAN OF STUDENTS/ALUMNI SUPPORT. 7239 5000 NPNB'S GRANT FUNDED ALUMNI SUPPORT PROGRAM PREPARES EIGHTH GRADERS FOR HIGH SCHOOL, PROVIDES CHECK-IN DURING THE HIGH SCHOOL YEARS AND OFFERS GUIDANCE FOR COLLEGE OR CAREER DECISIONS. NATIVITY ALUMS FINISH HIGH SCHOOL AT A 95% RATE, 80% RECEIVE COLLEGE ACCEPTANCE, 20% ENTER THE WORKFORCE.ONE ALUMNUS ATTENDS ST. GEORGE'S SCHOOL AND RECEIVED FACULTY SCHOLARSHIP FUND AWARDS TOTALING $5,000. 829712 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 9 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X JAMES GOLDRICK 5089943800 66 SPRING STREET NEW BEDFORD MA 02740 RICHARD ROLLER CHAIR 1.00 X X 0 0 0 FREDERIC MOCK TREASURER 1.00 X X 0 0 0 MICHAEL O'LEARY CLERK 1.00 X X 0 0 0 WILLIAM BULLARD BOARD MEMBER (FROM 07/01/2022) 1.00 X 0 0 0 THOMAS QUINN BOARD MEMBER 1.00 X 0 0 0 FRANCES SCHAEFER SEVERANCE BOARD MEMBER 1.00 X 0 0 0 GEOFF WORRELL BOARD MEMBER 1.00 X 0 0 0 TOM BEATON BOARD MEMBER 1.00 X 0 0 0 DARIUS CORTEZ-RICCIO BOARD MEMBER (FROM 07/01/2022) 1.00 X 0 0 0 JIM FEENEY BOARD MEMBER 1.00 X 0 0 0 CHARLIE FELLOWS BOARD MEMBER 1.00 X 0 0 0 VALARIE SILVA BOARD MEMBER (FROM 07/01/2022) 1.00 X 0 0 0 JENNIFER KAISER BOARD MEMBER 1.00 X 0 0 0 DANIEL SURPRENANT BOARD MEMBER (FROM 07/01/2022) 1.00 X 0 0 0 ROBERT LONG BOARD MEMBER 1.00 X 0 0 0 CHRISTINE LONG BOARD MEMBER 1.00 X 0 0 0 ERIC MACK BOARD MEMBER 1.00 X 0 0 0 JOHN MANNIX BOARD MEMBER 1.00 X 0 0 0 SARAH RODGERS MCNEILL BOARD MEMBER 1.00 X 0 0 0 LARRY OLIVEIRA BOARD MEMBER 1.00 X 0 0 0 RICK DASILVA BOARD MEMBER (FROM 07/01/2022) 1.00 X 0 0 0 JAMES GOLDRICK HEAD OF SCHOOL 40.00 X 81921 0 0 81921 0 0 0 0 0 0 0 171469 951216 1122685 TUITION 611710 1800 1800 1800 1603 1603 18660 171469 44814 -26154 -26154 1099934 1800 0 -24551 5000 5000 83672 31377 31377 20918 411466 246878 100252 64336 106952 58999 25575 22378 39426 20720 11353 7353 78998 78998 2550 2550 93742 37679 56063 8626 1726 5779 1121 35785 7008 27965 812 63368 57971 3507 1890 177679 154679 16690 6310 43782 36777 4816 2189 REPAIRS AND MAINTENANCE 74661 59142 12044 3475 STUDENT TRIPS & EVENTS 31229 31229 FOOD 29315 29315 CURRICULUM 25977 25977 51845 25235 20340 6270 1364073 829712 394759 139602 443545 530071 243776 244431 22150 5978 257828 0 23619 11770 4878503 1280408 3696541 3598095 4687459 4390345 67367 38642 0 750 5000 0 64900 64900 137267 104292 X 2247422 4144965 2302770 141088 4550192 4286053 4687459 4390345 -264139 0 X X 0 1 X 1 0 X 1336762 994140 1206825 1223884 1122685 5884296 1336762 994140 1206825 1223884 1122685 5884296 596706 5287590 8001 7092 7074 8684 1603 32454 1492 5114 6606 15 278 5 298 5923654 24120 0.89260 0.80270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 15. 2019 AMOUNT: $ 278. 2020 AMOUNT: $ 5. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 647197 647197 3803452 1017784 2785668 314076 194929 119147 113778 67695 46083 3598095 X 1171494 41206 30354 71560 1099934 0 1099934 1435633 41206 30354 71560 1364073 0 1364073 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE SCHOOL'S MANAGEMENT TO INTERNALLY MONITOR POSITIONS TAKEN BY THE SCHOOL TO DETERMINE WHETHER ANY ARE UNCERTAIN. A TAX POSITION IS TAKEN IF IT IS DETERMINED THAT THE POSITION WILL "MORE-LIKELY-THAN NOT" BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE SCHOOL'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL IS NOT CURRENTLY SUBJECT TO AUDITS FOR ANY TAX PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 30,354. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 30,354. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 LOCAL MEDIA FALL EVENT 97302 78642 18660 235 17066 10362 1593 763 SPRING EVENT 92827 92827 14460 335 190129 171469 18660 235 31526 10362 1593 1098 44814 -26154 LONG BUILT HOMES LBH 35% OR MORE CONTROLLED ENTITY BY TWO TRUSTEES, ROBERT & CHRISTINE LONG 16490 LONG BUILT HOMES (LBH) IS OWNED BY ROBERT & CHRISTINE. NATIVITY USED LBH AS A THE GENERAL CONTRACTOR FOR RENOVATIONS DONE TO FACULTY HOUSING DURING THE YEAR. 0 FORM 990, PART VI, SECTION A, LINE 2 CHRISTINE LONG AND ROBERT LONG HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS THE PART OF THE GOVERNING BODY THAT REVIEWS THE FORM 990, THE REST OF THE BOARD IS ADVISED BY EMAIL THAT THE 990 HAS BEEN COMPLETED AND IS AVAILABLE FOR THEIR REVIEW ON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST FORMS FILED BY ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES, AS REPRESENTED BY THE EXECUTIVE COMMITTEE, OBTAINS COMPENSATION COMPARABILITY DATA FOR THE HEAD OF SCHOOL POSITION. COMPARABILITY DATA WAS PROVIDED PRO BONO BY AN EDUCATION CONSULTANT KNOWN TO MEMBERS OF THE SEARCH COMMITTEE. THE SEARCH COMMITTEE PRESENTS THE COMPENSATION RANGE TO THE BOARD FOR ITS APPROVAL. THE ORGANIZATION OPERATES MAINLY ON DONATED SERVICES FOR OTHER EMPLOYEES. TOKEN AMOUNTS OF COMPENSATION ARE PAID AT THE BOARD'S DISCRETION BUT ARE NOT BASED ON COMPARABLE FAIR VALUE COMPENSATION DUE TO THE VOLUNTARY NATURE OF THEIR WORKFORCE. THE BOARD DOES CONSIDER GIVING COST OF LIVING INCREASES, ALSO AT THEIR DISCRETION. ANY COMPENSATION ARRANGEMENTS ARE APPROVED BY THE EXECUTIVE COMMITTEE AND ADOPTED BY THE BOARD BEFORE ENACTMENT. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO THE PUBLIC ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL. FORM 990, PART VI, SECTION C, LINE 19 NATIVITY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON-LINE AT THE MASSACHUSETTS SECRETARY OF THE COMMONWEALTH'S WEBSITE: HTTPS://CORP.SEC.STATE.MA.US/CORPWEB/CORPSEARCH/CORPSEARCH.ASPX CONFLICT OF INTEREST POLICY AND OTHER INTERNAL POLICIES ARE ON FILE AT THE SCHOOL IN THE BUSINESS MANAGER'S OFFICE AND MADE AVAILABLE TO THE PUBLIC ON REQUEST. FINANCIAL STATEMENTS AND ANNUAL INDEPENDENT AUDIT ARE AVAILABLE ON-LINE AT THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE: HTTPS://MASSCHARITIES.MY.SITE.COM/FILINGSEARCH/S/ FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE REVIEWS THE FINANCIAL STATEMENTS AND SELECTS THE INDEPENDENT ACCOUNTANTS ON BEHALF OF THE BOARD.