2024-05-15T15:20:38-05:00 2023-06-30 135565207 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 990 2022-07-01 042103616 PERKINS SCHOOL FOR THE BLIND PERK 6179243434 175 NORTH BEACON STREET WATERTOWN MA 02472 ASTRID VERMEER CHIEF FIN. AND ADMIN. OFFICER 6179727203 2024-05-15 1 ASTRID VERMEER 999009999 1 GENEVA FURLANO P01877392 6179881000 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM DAVID POWER 175 NORTH BEACON STREET WATERTOWN MA 02472 142462265 0 X WWW.PERKINS.ORG X 1829 MA PERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED. 20 20 883 621 -35650 0 26709777 30695263 45609770 47542770 22062238 9655780 510500 464563 94892285 88358376 168455 319267 0 0 58171453 67064667 193356 123191 4285128 23752317 31437274 82285581 98944399 12606704 -10586023 411266626 417454806 36024268 34546511 375242358 382908295 X PERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED. 0 0 57533056 44212870 AT PERKINS SCHOOL FOR THE BLIND, WE PROVIDE UNPARALLELED EDUCATION SERVICES TO CHILDREN WITH VISUAL IMPAIRMENTS AND MULTIPLE DISABILITIES. WE TEACH CHILDREN ON OUR CAMPUS IN WATERTOWN, MASSACHUSETTS, AND SUPPORT STUDENTS AND TEACHERS IN PUBLIC SCHOOLS ACROSS THE U.S., FOCUSING ON ACADEMIC, SOCIAL AND SELF-ADVOCACY SKILL BUILDING. WE ALSO EMPHASIZE TRANSITION SERVICES TO PREPARE YOUNG ADULTS WITH VISION LOSS FOR LIFE AFTER SCHOOL. DURING FY23, WE EDUCATED 178 STUDENTS ON CAMPUS AND SUPPORTED APPROXIMATELY 1,344 STUDENTS IN COMMUNITY PROGRAMS, INCLUDING OUR INFANT-TODDLER PROGRAM, EDUCATIONAL PARTNERSHIPS WITH PUBLIC SCHOOLS AND OUTREACH PROGRAMS. 4252917 THE NATIONAL DEAF-BLIND EQUIPMENT DISTRIBUTION PROGRAM, KNOWN AS ICANCONNECT, PROVIDES FREE COMMUNICATIONS EQUIPMENT AND TRAINING TO PEOPLE WHO ARE DEAF-BLIND AND LOW INCOME. ADMINISTERED BY THE FCC AND MANAGED BY PERKINS IN 22 STATES ACROSS THE COUNTRY, ICANCONNECT HELPS PEOPLE WHO ARE DEAF-BLIND USE NEW TECHNOLOGIES TO LEAD LESS ISOLATED, MORE INDEPENDENT LIVES AND CONNECTS THEM WITH THEIR FRIENDS, FAMILY AND COMMUNITY. DURING FY23, PERKINS EQUIPPED AND TRAINED 963 CONSUMERS, HELPING THEM DEVELOP THE SKILLS NEEDED TO USE THE LIFE-CHANGING EQUIPMENT PROVIDED. 2136328 647041 PERKINS SOLUTIONS DEPLOYS TECHNOLOGY TO OVERCOME LONG STANDING AND EMERGING ACCESSIBILITY BARRIERS. SINCE THE 1950S, WE'VE MANUFACTURED AND DISTRIBUTED THE WORLD'S MOST POPULAR, MOST DEPENDABLE BRAILLE TYPEWRITER. TODAY OUR EXPERTISE IN INCLUSIVE DESIGN SOLUTIONS IS AVAILABLE VIA PERKINS ACCESS, A CONSULTING SERVICE THAT HELPS BUSINESSES ENSURE THEIR DIGITAL PRODUCTS AND SERVICES ARE USABLE BY EVERYONE. DURING FY23, PERKINS SOLUTIONS DISTRIBUTED 5,656 BRAILLERS WORLDWIDE, AND ASSISTED OVER 30 ORGANIZATIONS WITH TECHNOLOGY ASSESSMENTS AND MODIFICATIONS. 7204383 319267 3329900 REGIONAL LIBRARYPERKINS LIBRARY HAS PROVIDED ACCESSIBLE READING MATERIAL TO PEOPLE WITH VISUAL IMPAIRMENT AND OTHER DISABILITIES SINCE 1837. IN RECENT YEARS, WE HAVE SIGNIFICANTLY EXPANDED OUR OFFERINGS TO SERVE MORE PEOPLE WITH MORE NUANCED NEEDS. TODAY, WE DISTRIBUTE APPROXIMATELY 500,000 ACCESSIBLE BOOKS, MAGAZINES, NEWSPAPERS, DVDS AND MORE, AT NO COST TO THE ESTIMATED 22,500 PATRONS WE SERVE ANNUALLY. WE'VE ALSO LED THE CHARGE IN DISTRIBUTING ASSISTIVE TECHNOLOGIES LIKE REFRESHABLE BRAILLE DISPLAYS WHILE PROVIDING A WEBSITE THAT ENABLES PEOPLE TO DOWNLOAD ACCESSIBLE READING MATERIAL.INTERNATIONALTHERE ARE MILLIONS OF CHILDREN WITH VISUAL IMPAIRMENT AND MULTIPLE DISABILITIES (MDVI) AROUND THE WORLD WHO DON'T RECEIVE THE QUALITY EDUCATION THEY DESERVE. PERKINS INTERNATIONAL WORKS TO PUT THESE CHILDREN IN SCHOOL, EQUIP EDUCATORS WITH THE SPECIALIZED SKILLS THEY NEED TO TEACH THEM AND CONNECT THE MOST VULNERABLE FAMILIES WITH VITAL GOVERNMENTAL AND MEDICAL RESOURCES. DURING FY23, PERKINS INTERNATIONAL CONDUCTED THIS WORK IN OVER 21 COUNTRIES AND REGIONS. WE ARE LOOKING TO EXPAND OUR WORK IN CERTAIN COUNTRIES, SUCH AS INDIA WHICH HAS AS MANY AS 1 MILLION CHILDREN WITH MDVI, AND SEEK TO IMPROVE SCREENING AND ASSESSMENT, EARLY INTERVENTION PROGRAMS, SCHOOL-AGE EDUCATION AND FAMILY SUPPORT SERVICES. 7204383 319267 3329900 71126684 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 207 0 1 883 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CO FL KY MD MA MI NV NH NJ NY OK OR RI SC WA WI X X ASTRID VERMEER 6179727219 175 NORTH BEACON STREET WATERTOWN MA 02472 CORINNE BASLER CHAIR OF THE BOARD 5.00 0.50 X X 0 0 0 RAYMOND HEPPER V CH OF THE BR (UNTIL 8/24/22) 5.00 0.00 X X 0 0 0 DEREK JOHNSON ASSISTANT TREASURER 5.00 0.00 X X 0 0 0 RANDY E KINARD TREASURER OF THE BOARD 5.00 0.00 X X 0 0 0 ELENA MATLACK CO-CHAIR OF THE CORP 5.00 0.00 X X 0 0 0 VAITHEHI MUTTULINGAM SECRETARY OF THE BOARD 5.00 0.00 X X 0 0 0 STEPHEN PELLETIER CHAIR OF THE BOARD 5.00 0.00 X X 0 0 0 KATHERINE C STEMBERG CO-CHAIR OF THE CORP 5.00 0.00 X X 0 0 0 STEPHANINE ANDREWS TRUSTEE (UNTIL 11/6/22) 5.00 0.00 X 0 0 0 MAUREEN BANKS TRUSTEE 5.00 0.00 X 0 0 0 WILLIAM BUDDING TRUSTEE 5.00 0.00 X 0 0 0 ANANTHA CHANDRAKASAN TRUSTEE (UNTIL 11/7/22) 5.00 0.00 X 0 0 0 FREDERIC M CLIFFORD TRUSTEE 5.00 0.50 X 0 0 0 BRET CONNOR TRUSTEE 5.00 0.00 X 0 0 0 JULIA SATTI COSENTINO TRUSTEE 5.00 0.00 X 0 0 0 ROANN COSTIN TRUSTEE (UNTIL 11/7/22) 5.00 0.00 X 0 0 0 JENNIFER DESISTO TRUSTEE 5.00 0.00 X 0 0 0 LAUREN FORNES TRUSTEE 5.00 0.00 X 0 0 0 KATE KATULAK HIGGINS TRUSTEE 5.00 0.00 X 0 0 0 KATHERINE MCGAUGH TRUSTEE (UNTIL 11/7/22) 5.00 0.00 X 0 0 0 JO FRANCES MEYER TRUSTEE (UNTIL 11/7/22) 5.00 0.00 X 0 0 0 MEREDITH ROSENBERG TRUSTEE 5.00 0.00 X 0 0 0 KATHARINE B SCHMITT TRUSTEE 5.00 0.00 X 0 0 0 CYNTHIA STEAD TRUSTEE 5.00 0.00 X 0 0 0 VIJAY VISHWANATH TRUSTEE 5.00 0.00 X 0 0 0 MIKE WILLIAMS TRUSTEE 5.00 0.00 X 0 0 0 WILLIAM DAVID POWER PRESIDENT AND CEO 50.00 0.50 X 422076 0 55794 ASTRID VERMEER CHIEF FIN & ADMIN OFFICER 50.00 0.00 X 304635 0 14552 EDWARD H BOSSO PRES OF EDU PROGRAM 50.00 0.00 X 333137 0 98065 BRENNA CHILD CHIEF PEOPLE OFFICER 50.00 0.00 X 306709 0 34816 REBECCA FATER EXECUTIVE DIRECTOR OF MARKETING 50.00 0.00 X 254544 0 55675 LUIZA R AGUIAR EXEC DIR OF PERKINS SOLUTIONS 50.00 0.00 X 222727 0 24308 KATHERINE HOLLAND-ORTIZ EXECUTIVE DIRECTOR OF INTE 50.00 0.00 X 256524 0 45857 GARY AUSSANT DIRECTOR OF DIGITAL ACCESS 50.00 0.00 X 189506 0 42640 BASHAR AL-NAKHALA CHIEF TECHNOLOGY OFFICER 50.00 0.00 X 207445 0 23990 STEPHANIE WAGLE DIR OF DIGITAL STRATEGY 50.00 0.00 X 186784 0 23718 CARLOS PAZ CUADROS DIRECTOR, FIN PROCESS IMPROVEMENT 50.00 0.00 X 180394 0 25565 2864481 0 444980 95 0 1 0 THOMAS GALLAGHER INC 309 WAVERLY OAKS ROAD SUITE 200 WALTHAM MA 02452 HVAC CONTRACTOR 858000 JAN'S JANITORIAL INC 483 SUMMER STREET SUITE 2000 ARLINGTON MA 02474 JANITORIAL SERVICE 742203 MAL WARWICK DONORDIGITAL 2550 NINTH STREET 103 BERKELEY CA 94710 INTEGRATED RESPONSE DIRECT CONSULTING SE 573554 ROBERT HALF 2613 CAMINO RAMON SAN RAMON CA 94583 ACCOUNTING/AUDITED SERVICES/IT 437631 COSTCO LANDSCAPING 16 COTTAGE STREET WATERTOWN MA 02472 LANDSCAPING 378075 15 681946 11181668 18831649 30177 30695263 FEES FOR SERVICE 611600 44212870 44212870 LIBRARY SERVICES 900099 3329900 3329900 47542770 8096907 -330431 8427338 204073 314939 -110866 -110866 -110866 50403213 48844340 1558873 1558873 294781 1264092 72415 681946 144027 -71612 -71612 5447624 4800583 647041 647041 88358376 48189811 -35650 9508952 319267 319267 2167077 650257 1125564 391256 52785654 43993539 6926284 1865831 2912679 2427536 382188 102955 4978637 4149383 653273 175981 4220620 3517622 553810 149188 247650 247650 198968 29191 169777 311920 8640 303280 13000 13000 123191 123191 3412095 8995 3403100 9224604 3477393 5117887 629324 297740 153262 135736 8742 2102062 1653792 354496 93774 2485932 387130 2095707 3095 5172715 4530958 598342 43415 1239742 1091491 93049 55202 255315 203683 34877 16755 4324166 3589902 704869 29395 481007 481007 MEAL/FOOD EXPENSE 951267 757488 131934 61845 BAD DEBT 515580 50 515530 MEMBERSHIPS 102726 74298 11911 16517 PHOTOGRAPHY & VIDEO PRO 59469 52234 6844 391 41316 37573 1002 2741 98944399 71126684 23532587 4285128 11764521 1117295 2331252 6670673 8773741 10459991 4924311 5504599 1463507 3063795 192423202 140046685 56111073 52376517 130674873 131542874 185778308 197003915 9445040 9715147 411266626 417454806 8541018 5566252 26059719 25006728 2550000 1423531 1423531 36024268 34546511 X 202668527 200568789 172573831 182339506 375242358 382908295 411266626 417454806 X -10586023 18010535 241425 X 0 1 X 1 1 1 X 15767534 15961936 15085270 26709777 30695263 104219780 15767534 15961936 15085270 26709777 30695263 104219780 8401349 95818431 5788265 5734779 6238752 7283809 8633853 33679458 77822 77822 137977060 218883675 0.69450 0.72440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13000 13000 71113684 71126684 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 12110 12000 12000 13000 49110 250000 250000 250000 250000 1000000 1500000 316344987 7792931 24204466 20642148 -230 327700466 363072273 9895198 -36370248 20252236 316344987 286667401 2047777 88506810 14149715 363072273 295004980 1852053 8721040 16112697 2797975 286667401 293704188 4221529 12885712 13610491 2195958 295004980 0.50080 0.28020 0.21900 0 0 157068819 106508192 50560627 28619268 27132534 1486734 6735115 6405959 329156 52376517 INTERNATIONAL BOND FUNDS 11275499 F PRIVATE EQUITY 78237110 F HEDGES 107491306 F 197003915 ASSET RETIREMENT OBLIGATION 1423531 1423531 X 109419312 18010535 901589 301759 19213883 90205429 3412095 -5259148 -1847053 88358376 101720864 901589 5286971 6188560 95532304 3412095 3412095 98944399 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS AND BOARD RESTRICTED (QUASI-ENDOWMENT) FUNDS. THE SCHOOL'S DONOR RESTRICTED ENDOWED FUNDS CONSIST OF APPROXIMATELY 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A MAJORITY OF THE FUNDS SUPPORT THE SCHOOL'S EDUCATIONAL PROGRAMS, INTERNATIONAL PROGRAM, TEACHER TRAINING AND PROGRAMMATIC TECHNOLOGY NEEDS. THE SCHOOL'S ENDOWMENT INVESTMENT AND SPENDING ACTIVITIES AIM TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE IRC AND APPLICABLE STATE LAWS. THE SCHOOL BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 241,425. JOHN MILTON SOCIETY REVENUES 60,334. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -314,939. FUNDRAISING EVENTS EXPENSES -144,027. COST OF GOODS SOLD -4,800,583. OTHER REVENUES 401. PART XII, LINE 2D - OTHER ADJUSTMENTS: JOHN MILTON SOCIETY EXPENSES 27,422. RENTAL EXPENSES 314,939. FUNDRAISING EVENTS EXPENSES 144,027. COST OF GOODS SOLD 4,800,583. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PERKINS HAS PUBLICIZED ITS NOTICE OF NON-DISCRIMINATION ON PERKINS PUBLICATIONS (INCLUDING ADMISSIONS BROCHURES AND MARKETING MATERIALS), ON ITS WEBSITE, AND IN THE MASSACHUSETTS ASSOCIATION OF 766 APPROVED PRIVATE SCHOOLS (MAAPS) ANNUAL NOTICE OF NON-DISCRIMINATION PUBLISHED IN THE BOSTON GLOBE. SCHEDULE E, PART I, LINE 6 PERKINS RECEIVES GOVERNMENT FUNDS FROM CITIES AND TOWNS THAT ARE PAYING FOR STUDENT TUITION. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SERVICES PERKINS SOLUTION COGS 112293 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PROGRAM SERVICES PERKINS SOLUTION COGS 309676 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM SERVICES PERKINS SOLUTION COGS 24110 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PROGRAM SERVICES PERKINS SOLUTION COGS 218294 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, PROGRAM SERVICES PERKINS SOLUTION COGS 35450 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PROGRAM SERVICES PERKINS SOLUTION COGS 252060 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PROGRAM SERVICES PERKINS SOLUTION COGS 623285 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PROGRAM SERVICES PERKINS SOLUTION COGS 5000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 GRANTMAKING EDUCATIONAL SERVICES 28596 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 GRANTMAKING EDUCATIONAL SERVICES 114800 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, GRANTMAKING EDUCATIONAL SERVICES 34912 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 3 GRANTMAKING EDUCATIONAL SERVICES 11060 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 4 GRANTMAKING EDUCATIONAL SERVICES 129899 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS EDUCATIONAL SERVICES 56214300 0 0 2 10 2 10 1580168 56533567 58113735 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, DVLPMT/TRNG 28596 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM DVLPMT/TRNG 114800 0 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, DVLPMT/TRNG 34912 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, LDSHP/DVLPMT 11060 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, DVLPMT/TRNG 129899 0 9 1 0 1 1 1 1 PART I, LINE 2: EACH PROJECT PARTNER HAS A BUDGET, ACTIVITY TIMELINE, AND SCHEDULE FOR REPORTING. BALANCES ARE RECONCILED TO USD USING THE EXCHANGE RATE FROM THE DATE THE FUNDS WERE RECEIVED IN COUNTRY. ORIGINAL RECEIPTS ARE PROVIDED WITH PROGRESS REPORTS AND REVIEWED BY PROGRAM FINANCIAL STAFF EACH PERIOD. NEW FUNDS ARE NOT ADVANCED UNTIL SATISFACTORY REVIEW OF ACTIVITY AND FINANCIAL REPORT DATA. PART III ACCOUNTING METHOD: X X X X X X X 1 MAL WARWICK 2550 NINTH STREET SUITE 130 BERKELEY CA 94710 FUNDRAISING COUNSEL 0 0 123191 0 123191 AK CO FL KY MD MA MI NV NH NJ NY OK OR RI SC WA WI WALK 339878 322463 17415 17668 28527 TASTING 213272 202272 11000 5315 49720 5840 1 201211 157211 44000 16118 20839 754361 681946 72415 22983 65838 55206 144027 -71612 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 WILLIAM DAVID POWER PRESIDENT AND CEO 422076 0 0 0 0 0 27429 0 28365 0 477870 0 0 0 EDWARD H BOSSO PRES OF EDU PROGRAM 313137 0 20000 0 0 0 26065 0 72000 0 431202 0 0 0 BRENNA CHILD CHIEF PEOPLE OFFICER 301709 0 5000 0 0 0 25251 0 9565 0 341525 0 0 0 ASTRID VERMEER CHIEF FIN & ADMIN OFFICER 304635 0 0 0 0 0 5040 0 9512 0 319187 0 0 0 REBECCA FATER EXECUTIVE DIRECTOR OF MARKETING 254544 0 0 0 0 0 25644 0 30031 0 310219 0 0 0 KATHERINE HOLLAND-ORTIZ EXECUTIVE DIRECTOR OF INTE 256524 0 0 0 0 0 22223 0 23634 0 302381 0 0 0 LUIZA R AGUIAR EXEC DIR OF PERKINS SOLUTIONS 222727 0 0 0 0 0 19157 0 5151 0 247035 0 0 0 GARY AUSSANT DIRECTOR OF DIGITAL ACCESS 189506 0 0 0 0 0 15650 0 26990 0 232146 0 0 0 BASHAR AL-NAKHALA CHIEF TECHNOLOGY OFFICER 192445 0 15000 0 0 0 0 0 23990 0 231435 0 0 0 STEPHANIE WAGLE DIR OF DIGITAL STRATEGY 186784 0 0 0 0 0 14632 0 9086 0 210502 0 0 0 CARLOS PAZ CUADROS DIRECTOR, FIN PROCESS IMPROVEMENT 180394 0 0 0 0 0 0 0 25565 0 205959 0 0 0 PART I, LINE 1A PERKINS MAY PROVIDE HOUSING TO EMPLOYEES WHEN IT IS DETERMINED TO BE A REQUIREMENT OF THE POSITION. PERKINS DETERMINES THE VALUE OF THE HOUSING BASED ON MARKET RATES FOR COMPARABLE PROPERTIES IN THE AREA. DURING 2022, OUT OF THE EMPLOYEES LISTED ON SCHEDULE J, ONLY EDWARD H. BOSSO WAS PROVIDED WITH HOUSING. BOSSO'S HOUSING WAS VALUED AT $72,000. PART I, LINE 7 DURING CALENDAR YEAR ENDING DECEMBER 31, 2023, THE PRESIDENT OF EDUCATION PROGRAMS AND THE CHIEF PEOPLE OFFICER RECEIVED PERFORMANCE-RELATED BONUSES. A MASS DEVELOPMENT FINANCE AGENCY SERIES 2010 043431814 2010-02-12 30000000 CONSTRUCTION 0 0 0 B MASS DEVELOPMENT FINANCE AGENCY SERIES 2016 043431814 2016-09-09 4100000 IMPROVEMENTS 0 0 0 A 7398737 30000000 185000 29815000 2011 0 0 1 1 B 1694535 4100000 78238 4021762 2016 0 0 1 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 PART III, LINE 3A THE SCHOOL HAS INCIDENTAL SERVICE CONTRACTS THAT DO NOT RESULT IN PRIVATE BENEFIT USE. PART IV, LINE 2B THE BOND ISSUES MET THE REQUIREMENTS OF THE 2 YEAR SPENDING EXCEPTION. PART IV, LINE 7 THE SCHOOL HAS ESTABLISHED WRITTEN PROCEDURES TO MONITOR THE REQUIREMENTS OF IRC SECTION 148. X 9 30177 FMV 9 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE SCHOOL HAS 128 MEMBERS OF THE CORPORATION AS OF JUNE 30, 2023. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR AT PERKINS' ANNUAL MEETING THE MEMBERS OF THE CORPORATION VOTE ON THE TRUSTEES FOR THE FOLLOWING YEAR AND THE TRUSTEES ELECT THE OFFICERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED BY THE ACCOUNTING STAFF, REVIEWED BY THE AUDIT COMMITTEE, AND THEN PROVIDED TO THE FULL BOARD FOR REVIEW AND COMMENT, PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERKINS HAS AN ESTABLISHED CONFLICT OF INTEREST POLICY. PURSUANT TO THE CONFLICT OF INTEREST POLICY, TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND OTHER PERSONS WHO PERFORM SIMILAR POLICY-MAKING FUNCTIONS ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST CERTIFICATION ("CERTIFICATION") AND CONFLICT OF INTEREST DISCLOSURE FORM ("DISCLOSURE FORM"). THE CERTIFICATION REQUIRES CERTIFICATION OF COMPLIANCE WITH THE PERKINS CONFLICT OF INTEREST POLICY AND ALSO REQUIRES THE INDIVIDUAL TO DISCLOSE RELATED PARTY TRANSACTIONS. PERKINS LEGAL COUNSEL IS RESPONSIBLE FOR DISTRIBUTING THE CERTIFICATION AND DISCLOSURE FORM TO THE AFOREMENTIONED INDIVIDUALS AND FOR MAINTAINING THE RESPONSES. PURSUANT TO THE CONFLICT OF INTEREST POLICY, WHETHER A PERSONAL RELATIONSHIP AMONG TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND VOLUNTEER LEADERSHIP POSES A CONFLICT OF INTEREST WILL BE VOTED ANNUALLY BY THE BOARD OF TRUSTEES, WITH THE TRUSTEES, OFFICERS, AND/OR SENIOR MANAGEMENT THAT ARE INVOLVED IN THE RELATIONSHIP RECUSED FROM THAT PORTION OF THE MEETING AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES HAS A COMPENSATION COMMITTEE THAT REVIEWS THE PRESIDENT'S COMPENSATION AND THE BOARD REVIEWS THE PRESIDENT'S RECOMMENDATION FOR SENIOR STAFF COMPENSATION. PERKINS' WAGE AND SALARY STRUCTURE IS RELATED TO THE DUTIES AND RESPONSIBILITIES OF ITS POSITIONS AND STRIVES TO BE COMPETITIVE FOR THE AREA, CONSISTENT WITH PERKINS' FINANCIAL RESOURCES. PERKINS PERIODICALLY CONDUCTS WAGE AND SALARY SURVEYS TO DETERMINE THE PREVAILING WAGES AND SALARIES PAID FOR SIMILAR POSITIONS IN THE AREA AND AT SIMILAR SCHOOLS AND AGENCIES. PERKINS REVIEWS THE WAGE AND SALARY STRUCTURE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 PERKINS FINANCIAL STATEMENTS ARE AVAILABLE AT OUR WEBSITE AND THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST WITH THE SCHOOL. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 241,425. JOHN MILTON SOCIETY FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 135562284 GENERAL SUPPORT MA 501(C)(3) LINE 12A, I PERKINS SCHOOL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0