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Nonprofiteer
← NATIVITY SCHOOL OF WORCESTER INC

Form 990 for tax year 2023

Filed by NATIVITY SCHOOL OF WORCESTER INC.

Totals

Total revenue
$5,803,194
Total expenses
$2,583,884
Contributions and grants received
$4,977,471
Grants paid
$126,207
Program service revenue
$850
Investment income
$856,576
Other revenue
-$31,703
Total assets, end of year
$29,099,398
Total liabilities, end of year
$121,988
Net assets or fund balances, end of year
$28,977,410
Program services expenses (Part IX)
$1,757,048
Management and general expenses
$422,995
Fundraising expenses
$403,841
Program service expenses (Part III)
$1,757,048

Program services were 68.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $544,348

  • 1f · All other contributions, gifts and grants

    $4,433,123

  • 2a · Program service revenue: PARENTAL ACTIVITY FEE

    total $850 · related or exempt $850

  • 3 · Investment income

    total $663,174 · excluded $663,174

  • 7a · Gross sales of assets other than inventory

    securities $3,248,137

  • 7b · Less cost or other basis and sales expenses

    securities $3,054,735

  • 7c · Gain or loss

    securities $193,402

  • 7d · Net gain or loss

    total $193,402 · excluded $193,402

  • 8a · Fundraising events: gross income

    $5,652

  • 8a · Fundraising events: contributions included on line 1c

    $544,348

  • 8b · Fundraising events: direct expenses

    $59,564

  • 8c · Net income from fundraising events

    total -$53,912 · excluded -$53,912

  • 11a · Other revenue: OTHER

    total $22,209 · related or exempt $22,209

  • 11e · Other revenue, total

    $22,209

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $126,207 · program services $126,207

  • 7 · Other salaries and wages

    total $1,269,437 · program services $789,133 · management and general $283,613 · fundraising $196,691

  • 8 · Pension plan contributions

    total $12,193 · program services $6,849 · management and general $651 · fundraising $4,693

  • 9 · Other employee benefits

    total $172,371 · program services $128,019 · management and general $26,454 · fundraising $17,898

  • 10 · Payroll taxes

    total $104,314 · program services $67,737 · management and general $19,892 · fundraising $16,685

  • 11b · Fees: legal

    total $9,508 · management and general $9,508

  • 11c · Fees: accounting

    total $22,249 · management and general $22,249

  • 11f · Fees: investment management

    total $825 · management and general $825

  • 11g · Fees: other

    total $20,225 · program services $14,225 · fundraising $6,000

  • 12 · Advertising and promotion

    total $2,914 · management and general $2,914

  • 13 · Office expenses

    total $121,574 · program services $55,892 · management and general $4,018 · fundraising $61,664

  • 14 · Information technology

    total $54,871 · program services $48,664 · management and general $799 · fundraising $5,408

  • 16 · Occupancy

    total $90,946 · program services $87,589 · management and general $2,465 · fundraising $892

  • 17 · Travel

    total $20,511 · program services $18,733 · management and general $1,773 · fundraising $5

  • 22 · Depreciation, depletion and amortization

    total $156,629 · program services $134,260 · management and general $21,653 · fundraising $716

  • 23 · Insurance

    total $48,841 · program services $45,071 · management and general $3,709 · fundraising $61

  • 24a · Other expenses: OTHER

    total $179,694 · program services $86,401 · management and general $16,340 · fundraising $76,953

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $87,213 · program services $85,311 · management and general $1,447 · fundraising $455

  • 24c · Other expenses: FOOD AND FUNCTIONS

    total $63,328 · program services $42,923 · management and general $4,685 · fundraising $15,720

  • 24d · Other expenses: SUMMER CAMP & FIELD TRI

    total $20,034 · program services $20,034

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,937,593 · end of year $664,904

  • 2 · Savings and temporary cash investments

    beginning of year $3,959,120 · end of year $6,809,704

  • 3 · Pledges and grants receivable

    beginning of year $6,417,347 · end of year $7,077,178

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,683 · end of year $20,315

  • 10a · Land, buildings and equipment: cost or other basis

    $3,439,817

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,867,545

  • 10c · Land, buildings and equipment, net

    beginning of year $1,727,726 · end of year $1,572,272

  • 11 · Investments: publicly traded securities

    beginning of year $10,791,879 · end of year $12,668,028

  • 15 · Other assets

    beginning of year $275,447 · end of year $286,997

  • 17 · Accounts payable and accrued expenses

    beginning of year $65,242 · end of year $121,988

  • 27 · Net assets without donor restrictions

    beginning of year $8,041,723 · end of year $8,717,500

  • 28 · Net assets with donor restrictions

    beginning of year $17,040,830 · end of year $20,259,910

Mission and programs · 2023

Mission

THE SCHOOL EXISTS TO OFFER HIGH QUALITY EDUCATION TO BOYS FROM CHALLENGING CIRCUMSTANCES. IN A STRUCTURED AND CARING ENVIRONMENT EACH "NATIVITY MAN" IS ENCOURAGED TO LEARN, TO SERVE AND TO GROW TO THE BEST OF HIS ABILITY THROUGH THE SCHOOL'S FOUR PILLARS OF STRENGTH, SCHOLARSHIP, CHARACTER AND SERVICE.

Activities or mission (Part I)

THE SCHOOL EXISTS TO OFFER HIGH QUALITY EDUCATION TO BOYS FROM CHALLENGING CIRCUMSTANCES. IN A STRUCTED AND CARING ENVIRONMENT EACH "NATIVITY MAN" IS ENCOURAGED TO LEARN TO SERVE AND GROW TO THE BEST OF HIS ABILITY THROUGH THE SCHOOL'S FOUR PILLARS OF STRENGTH, SCHOLARSHIP, CHARACTER AND SERVICE.

  • COMPREHENSIVE MIDDLE SCHOOL EDUCATION FOR BOYS FROM ECONOMICALLY DISADVANTAGED HOUSEHOLDS, INCLUDING EXTENDED DAY, EXTENDED YEAR, SMALL CLASS SIZES, TUTORING, SCHOOL SUPPLIES AND UNIFORMS, SUMMER CAMP WITH LEADERSHIP OPPORTUNITIES, MEALS, AND SOCIAL-EMOTIONAL SUPPORT.

    Expenses $1,452,137

  • THE SCHOOL ALSO PROVIDES A COMPREHENSIVE SUPPORT PROGRAM FOR GRADUATES OF THE MIDDLE SCHOOL DURING THEIR HIGH SCHOOL AND COLLEGE YEARS, PROVIDING SCHOLARSHIP FUNDS FOR THEM TO ATTEND PRIVATE HIGH SCHOOLS.

    Expenses $304,911 · Grants $126,207

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Matthew Brunell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Herrman Psy D

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nicolyn Keville

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • William Condron

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Sean McGrath

    EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Margaret Florentine

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rev William Reiser Sj

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Veronica Listerud

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Winifred Octave

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Stempler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Pamela Massad

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jane Mosakowski

    EMERITA

    Total calculated
    $0
    Hours/week
    1

  • Stephen O'Brien

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Vincent F O'Rourke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Candace Race

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patty Peterleitner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jacob Vazqeuz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev Andrew Garavel Sj

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • George Tetler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Tsotsis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Weiss PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas McKenney

    PRESIDENT

    Total calculated
    $160,413
    From this org
    $147,300
    From related orgs
    $0
    Other
    $13,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,300
    Bonus
    $15,000
    Other
    $0
    Deferred
    $3,874
    Nontaxable benefits
    $9,239
    Filer's total
    $160,413

  • Thomas Clarke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dervin Hylton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Deliberto

    VICE PRESIDENT

    Total calculated
    $118,260
    From this org
    $106,890
    From related orgs
    $0
    Other
    $11,370
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
26 February 2025
IRS schema version
2023v6.0
Source object
202510599349300611

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