2026-02-20T14:44:16-06:00 2025-06-30 833019782 STONE & COMPANY LLC 57 BEDFORD ST STE 225 LEXINGTON MA 02420 990 2024-07-01 043580876 BOSTON TRINITY ACADEMY INC BOST 6173643700 17 HALE STREET BOSTON MA 02136 TIMOTHY BELK HEADMASTER & PRESIDENT 6173643700 2026-02-19 1 0 KEVIN MCCONNELL CPA P01247218 7818636300 2026-02-19 2024 2025-03-06 01:10:19Z TIMOTHY BELK 17 HALE STREET BOSTON MA 02136 12091192 0 X WWW.BOSTONTRINITY.ORG X 2002 MA TO EDUCATE WITH A CHRISTIAN WORLDVIEW AND HIGH ACADEMIC ACHIEVEMENT. 21 20 62 125 0 0 2035944 2707162 6910270 7973865 28704 138619 82310 1224842 9057228 12044488 2364025 2554438 0 0 4745163 5154402 0 0 515059 1659652 2719831 8768840 10428671 288388 1615817 16003814 18587961 4646639 5344870 11357175 13243091 TO EDUCATE STUDENTS FROM DIVERSE BACKGROUNDS IN AN ACADEMICALLY DEMANDING CHRIST-CENTERED COMMUNITY, INSPIRING THEM TO LEAD LIVES OF FAITH, INTEGRITY & SERVICE. 0 0 8878156 2554438 9203204 BOSTON TRINITY ACADEMY HELD CLASSES DURING THE YEAR SERVING APPROXIMATELY 255 STUDENTS ACROSS GRADES 6-12. THESE COLLEGE-PREPARATORY CLASSES INCLUDING MATH, SCIENCE, HISTORY, ENGLISH, HUMANITIES, ETC. 8878156 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 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 14 0 1 62 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X PATRICK MCAVOY BUSINESS DIRECTOR 6173643700 17 HALE STREET BOSTON MA 02136 TIMOTHY BELK HEADMASTER & PRESIDENT 40.00 X X 169516 0 25672 ROBERT H BRADLEY III CHAIRMAN 10.00 X X 0 0 0 SARA SCAFFER RAUX VICE - CHAIRMAN 1.00 X X 0 0 0 RAVI RAVICHANDRAN VICE - CHAIRMAN 1.00 X X 0 0 0 ROBERT BRADLEY IV CLERK/SECRETARY 1.00 X X 0 0 0 DOUGLAS VANDERSLICE TREASURER 1.00 X X 0 0 0 SAMUEL ACEVEDO BOARD MEMBER 1.00 X 0 0 0 TRACY BALBONI BOARD MEMBER 1.00 X 0 0 0 MICHAEL BURD BOARD MEMBER 1.00 X 0 0 0 DAVID DIAZ BOARD MEMBER 1.00 X 0 0 0 D ALEXANDER EWING BOARD MEMBER 1.00 X 0 0 0 JEANNINE HODGE BOARD MEMBER 1.00 X 0 0 0 TONYA PECK BOARD MEMBER 1.00 X 0 0 0 ROSALIND PICARD BOARD MEMBER 1.00 X 0 0 0 BRIAN POTHIER BOARD MEMBER 1.00 X 0 0 0 DEE SILVEIRA-BAPTISTA BOARD MEMBER 1.00 X 0 0 0 REGINALD EUGENE SMITH BOARD MEMBER 1.00 X 0 0 0 JOHN TOCCI BOARD MEMBER 1.00 X 0 0 0 WALTER H WELD BOARD MEMBER 1.00 X 0 0 0 MICHAEL WHITE BOARD MEMBER 1.00 X 0 0 0 GLENN COMISO BOARD MEMBER 1.00 X 0 0 0 JENNIFER DE LA GUARDIA BOARD MEMBER 1.00 X 0 0 0 BRIDGET DUJARDIN PRESIDNT OF PARENTS ASSOCI 1.00 X 0 0 0 DANNY TAO DIRECTOR OF DEVELOPMENT 40.00 X 145073 0 27569 KRISTOPHER LOPER ACADEMIC DEAN 40.00 X 122874 0 27303 PATRICK MCAVOY BUSINESS DIRECTOR 40.00 X 119129 0 11666 BISOLA OLOKO ADMISSIONS DIRECTOR 40.00 X 119118 0 3645 675710 0 95855 5 0 1 0 0 5773 2701389 87947 2707162 TUITION 900099 7661353 7661353 FEES 900099 312512 312512 7973865 138619 138619 42207 5773 46704 -4497 -4497 NET EMPLOYEE RETENTION TAX CREDIT 900099 637973 637973 OTHER REVENUE 900099 367831 367831 INTERNATIONAL HOUSING INCOME 900099 223535 223535 1229339 12044488 9203204 0 134122 2554438 2554438 209444 167555 25133 16756 3993216 3194573 479186 319457 79649 63719 9558 6372 519380 415504 62326 41550 352713 282170 42326 28217 20730 20730 27300 27300 4886 4886 67641 67641 67584 66061 1523 125887 113298 12589 588907 471126 117781 156086 132673 23413 MISCELLANEOUS EXPENSES 395776 265169 130607 OTHER PROGRAM EXPENSES 243387 243387 UTILITIES 192803 163883 28920 REPAIRS AND MAINTENANCE 163074 146767 16307 665770 530192 32871 102707 10428671 8878156 1035456 515059 1196124 2909905 108369 17647 138148 228951 15824180 3747665 11606105 12076515 2955068 3354943 16003814 18587961 462178 476877 1059754 1405924 3124707 3462069 4646639 5344870 X 0 0 0 0 0 0 11357175 13243091 16003814 18587961 X 1615817 270098 1 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2982469 2982469 11929870 2980407 8949463 676287 568750 107537 235554 198508 37046 12076515 X 9806852 270098 46704 316802 9490050 2554438 2554438 12044488 7920936 46704 46704 7874232 2554439 2554439 10428671 PART X, LINE 2: THE ACADEMY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE ("IRC") AS AN ENTITY DESCRIBED IN SECTION 501(C)(3). THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ACADEMY HAS BEEN DETERMINED TO BE OTHER THAN A PRIVATE ACADEMY BY THE INTERNAL REVENUE SERVICE ("IRS"). UNDER ASC 740, AN ORGANIZATION MUST RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE ACADEMY DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ACADEMY HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE ACADEMY HAS FILED IRS FORM 990 INFORMATION RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE SO REQUIRED. FOR THE YEARS ENDED JUNE 30,2025 AND 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENTS OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID ROUNDING 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, LINE 3: THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE BOSTON GLOBE. SCHOLARSHIP 47980 5773 42207 40633 6071 47980 5773 42207 40633 6071 46704 -4497 SCHEDULE G, PART II COLUMN (A) EVENT #1: SCHOLARSHIP DINNER 1 STUDENT FINANCIAL AID 170 2554438 SCHEDULE I, PART I, LINE 2: FINANCIAL AID GRANTS ARE BASED ON REVIEWING A FAMILY'S INCOME, ASSETS AND OTHER FACTORS USING INFORMATION PROVIDED BY FAMILIES AND INFORMATION VERIFIED BY THE IRS. TUITION CONTRACTS OFFERING FINANCIAL AID STIPULATE THAT FAMILIES MAY BE REQUIRED TO SUBMIT ADDITIONAL INFORMATION, INCLUDING TAX RETURNS, AND IF THAT INFORMATION SHOULD CHANGE A FAMILY'S FINANCIAL SITUATION IN A MATERIAL WAY, THEIR AID AWARD MAY BE REVISED UP OR DOWN. X X 0 0 0 0 0 0 0 0 0 TIMOTHY BELK HEADMASTER & PRESIDENT 169516 0 0 0 0 0 2700 0 22972 0 195188 0 0 0 DANNY TAO DIRECTOR OF DEVELOPMENT 145073 0 0 0 0 0 4341 0 23228 0 172642 0 0 0 KRISTOPHER LOPER ACADEMIC DEAN 122874 0 0 0 0 0 3676 0 23627 0 150177 0 0 0 SCHEDULE J PART II: THE ACADEMY HAS A DEFINED CONTRIBUTION SALARY DEFERRAL RETIREMENT PLAN (THE "403(B) PLAN") WHICH QUALIFIES UNDER SECTION 403(B) OF THE INTERNAL REVENUE CODE ("IRC"). THE 403(B) PLAN COVERS SUBSTANTIALLY ALL EMPLOYEES WHO ARE AGE 21 AND WORK AT LEASE 1,000 HOURS A YEAR AND ALLOWS PARTICIPANTS TO DEFER A PORTION OF THEIR ANNUAL COMPENSATION SUBJECT TO IRC LIMITS. THE ACADEMY MAKES A DISCRETIONARY MATCHING CONTRIBUTION ON THE FIRST $1,500 OF EMPLOYEE DEFERRALS AFTER ONE YEAR OF EMPLOYEMENT. ABIGAIL DIAZ CHILD OF BOARD MEMBER 10750 FINANCIAL AID FINANCIAL AID KAILA SILVEIRA BAPTISTA CHILD OF BOARD MEMBER 14625 TUITUION REMISSION TUITION REMISSION PETER COMISO CHILD OF BOARD MEMBER 5400 FINANCIAL AID FINANCIAL AID TIFFANY COMISO CHILD OF BOARD MEMBER 3000 MERIT SCHOLARSHIP MERIT SCHOLARSHIP SARA BELK SPOUSE OF HEADMASTER 105131 SALARY 0 TOCCI BUILDING CORP CONTROLLED ENTITY OF BOARD MEMBER 141226 PAYMENT FOR SERVICES 0 X 6 87947 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD ESTABLISHED EXECUTIVE COMMITTEE WITH AUTHORITY TO ACT FROM TIME TO TIME ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 2 ROBERT H BRADLEY III, CHAIRMAN OF THE BOARD, AND ROBERT BRADLEY IV, CLERK/SECRETARY, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRMAN AND TREASURER OF THE BOARD REVIEW THE 990 AND THEN MAKE COPIES AVAILABLE TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. IF A FAMILY MEMBER IS BEING CONSIDERED FOR EMPLOYMENT THE BOARD MUST VOTE UNANIMOUSLY ON THE HIRE. BOARD MEMBERS RECUSE THEMSELVES IF THERE IS ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION FOR TOP MANAGEMENT INCLUDES A REVIEW OF COMPARABLE BENCHMARKS WITH PRIVATE/PUBLIC SCHOOLS AND APPROVAL BY THE BOARD OF DIRECTORS. THE REVIEW AND DISCUSSION IS A PART OF BOARD MINUTES. THE REVIEW IS DONE ANNUALLY AT THE FEBRUARY MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 1.