Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| SCHEDULE E, PART I, LINE 3 | EPIPHANY PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH THE SCHOOL'S WEBSITE, ANNUAL REPORT, APPLICATION FORM, AISNE ANNUAL NEWSPAPER AD AND ALL PUBLIC RELATIONS MATERIALS. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES FUNDS FOR THE FEDERAL SCHOOL LUNCH PROGRAM AND VOUCHERS, AS WELL AS FUNDING FROM THE CITY OF BOSTON FOR TITLE 1 EDUCATION. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | EPIPHANY SCHOOL IS AN INDEPENDENT SCHOOL FOR CHILDREN OF ECONOMICALLY DISADVANTAGED FAMILIES IN BOSTON, WITH SCHOLARSHIPS FOR ALL. WE ADMIT CHILDREN OF DIVERSE FAITHS, RACES, CULTURES AND COGNITIVE PROFILES, BELIEVING IN THE EPISCOPAL TRADITION THAT WE FIND GOD IN AND THROUGH EACH OTHER. IN CLOSE PARTNERSHIP WITH FAMILIES AND COMMUNITY PARTNERS, WE ARE AN INNOVATIVE LEARNING COMMUNITY. WE OFFER STRUCTURED SUPPORT TO ENABLE CHILDREN TO DISCOVER AND DEVELOP THE FULLNESS OF THEIR INDIVIDUAL GIFTS AND TO HELP THEIR FAMILIES THRIVE.OUR EARLY LEARNING CENTER SERVES INFANTS, TODDLERS AND PRESCHOOLERS THROUGH A RICH, CHILD-CENTERED CURRICULUM AND WHOLE-FAMILY PROGRAM MODEL TO ENSURE KINDERGARTEN READINESS AND FAMILY SELF-SUFFICIENCY. OUR MIDDLE SCHOOL OFFERS SMALL CLASSES, INDIVIDUALIZED CURRICULA, AND EXTENDED SCHOOL DAYS PROVIDING RIGOROUS ACADEMIC, MORAL AND SOCIAL INSTRUCTION TO CHILDREN IN GRADES FIVE THROUGH EIGHT. OUR GRADUATE SUPPORT PROGRAM PROVIDES ABIDING PERSONAL, EDUCATIONAL, AND CAREER GUIDANCE AND ASSISTANCE TO OUR GRADUATES ENSURING THEY ARE PREPARED TO CONTRIBUTE INTELLIGENTLY, MORALLY, AND ACTIVELY TO THE SOCIETY THEY WILL INHERIT. OUR TEACHER TRAINING PROGRAM TRAINS ASPIRING URBAN TEACHERS, INCLUDING MANY OF OUR GRADUATES. OUR IMPACT CENTER SHARES BEST PRACTICES TO IMPROVE EDUCATIONAL OUTCOMES ON A BROAD SCALE. TOGETHER, WE ARE A SCHOOL THAT NEVER GIVES UP ON A CHILD. |
| FORM 990, PART VI, SECTION A, LINE 4 | EPIPHANY PROPOSED BY- LAWS CHANGES ARTICLE V - EPIPHANY SCHOOL LEADERSHIP COUNCIL 1. CHARGE. THE EPIPHANY SCHOOL LEADERSHIP COUNCIL IS COMPRISED OF A DIVERSE GROUP OF COMMUNITY LEADERS WHOSE COMMON GOAL IS TO SUPPORT THE MISSION AND ADVANCE THE SUCCESS OF THE SCHOOL. MEMBERS OF THE EPIPHANY SCHOOL LEADERSHIP COUNCIL SHALL ACT AS AMBASSADORS FOR THE SCHOOL, ADVOCATING FOR IT IN THE BROADER COMMUNITY, CONTRIBUTING TO ITS FINANCIAL STRENGTH, AND PROVIDING ONGOING ADVICE TO THE TRUSTEES AND THE SCHOOL COMMUNITY. THE COUNCIL MEMBERS ARE EXPECTED TO ATTEND THE ANNUAL MEETING, ATTEND OTHER SPECIAL EPIPHANY EVENTS AND BE AVAILABLE FROM TIME TO TIME TO SERVE ON STANDING AND SPECIAL COMMITTEES OF THE BOARD OF TRUSTEES. 2. COMPOSITION AND TENURE. THE EPIPHANY SCHOOL LEADERSHIP COUNCIL SHALL CONSIST OF NO LESS FEWER THAN TWENTY-FIVE (25) AND NOT MORE THAN ONE HUNDRED AND TWENTY-FIVE (125) MEMBERS, SUCH NUMBERS OF COUNCIL MEMBERS TO BE FIXED BY VOTE OF THE TRUSTEES AT EACH ANNUAL MEETING OF THE TRUSTEES. THE TERM OF COUNCIL MEMBERS SHALL BE FOR THREE YEARS AND NO COUNCIL MEMBER SHALL BE ELECTED TO SERVE MORE THAN THREE CONSECUTIVE THREE-YEAR TERMS. 3. ANNUAL MEETING. THE EPIPHANY SCHOOL LEADERSHIP COUNCIL SHALL HOLD ONE ANNUAL MEETING EACH YEAR FOR THE CONDUCT OF BUSINESS AND TO RECEIVE PROGRESS REPORTS FROM THE TRUSTEES, THE HEAD OF SCHOOL AND OTHER MEMBERS OF THE SCHOOL COMMUNITY. 4. CHAIR. THE BOARD OF TRUSTEES SHALL AT ITS ANNUAL MEETING, AND AFTER RECOMMENDATION BY THE COMMITTEE ON TRUSTEES, ELECT FROM AMONG THE COUNCIL MEMBERS A CHAIR OF THE EPIPHANY SCHOOL LEADERSHIP COUNCIL WHO SHALL ALSO SERVE AS AN VOTING MEMBER OF THE BOARD OF TRUSTEES. THE CHAIR OF THE EPIPHANY SCHOOL LEADERSHIP COUNCIL SHALL SERVE A THREE-YEAR TERM. 5. NOMINATIONS TO THE EPIPHANY SCHOOL LEADERSHIP COUNCIL. THE STEERING COMMITTEE OF THE LEADERSHIP COUNCIL SHALL MAKE RECOMMENDATIONS TO THE COMMITTEE ON TRUSTEES FOR THE NOMINATION OR RENOMINATION OF COUNCIL MEMBERS. SUCH RECOMMENDATIONS AS ARE APPROVED BY THE COMMITTEE ON TRUSTEES SHALL THEREAFTER BE MADE TO THE BOARD OF TRUSTEES FOR ITS APPROVAL. PROPOSED: ARTICLE V - EPIPHANY SCHOOL LEADERSHIP COUNCIL 1. CHARGE. THE EPIPHANY SCHOOL LEADERSHIP COUNCIL IS COMPRISED OF A DIVERSE GROUP OF COMMUNITY LEADERS WHOSE COMMON GOAL IS TO SUPPORT THE MISSION AND ADVANCE THE SUCCESS OF THE SCHOOL. MEMBERS OF THE EPIPHANY SCHOOL LEADERSHIP COUNCIL SHALL ACT AS AMBASSADORS FOR THE SCHOOL, ADVOCATING FOR IT IN THE BROADER COMMUNITY, CONTRIBUTING TO ITS FINANCIAL STRENGTH, AND PROVIDING ONGOING ADVICE TO THE TRUSTEES AND THE SCHOOL COMMUNITY. THE COUNCIL MEMBERS ARE EXPECTED TO ATTEND THE ANNUAL MEETING, ATTEND OTHER SPECIAL EPIPHANY EVENTS AND BE AVAILABLE FROM TIME TO TIME TO SERVE ON STANDING AND SPECIAL COMMITTEES OF THE BOARD OF TRUSTEES. 2. COMPOSITION AND TENURE. THE EPIPHANY SCHOOL LEADERSHIP COUNCIL SHALL CONSIST OF NO FEWER THAN TWENTY-FIVE (25) AND NOT MORE THAN ONE HUNDRED AND TWENTY-FIVE (125) MEMBERS, SUCH NUMBERS OF COUNCIL MEMBERS TO BE FIXED BY VOTE OF THE TRUSTEES AT EACH ANNUAL MEETING OF THE TRUSTEES. THE TERM OF COUNCIL MEMBERS SHALL BE FOR THREE YEARS. 3. STEERING COMMITTEE. THE CHAIR OF THE COUNCIL HAS THE ABILITY TO FORM A STEERING COMMITTEE OF THE COUNCIL AT HIS/ HER DISCRETION IN ORDER TO FURTHER SUPPORT THE EFFORTS OF THE COUNCIL. 4. ANNUAL MEETING. THE EPIPHANY SCHOOL LEADERSHIP COUNCIL SHALL HOLD ONE ANNUAL MEETING EACH YEAR FOR THE CONDUCT OF BUSINESS AND TO RECEIVE PROGRESS REPORTS FROM THE TRUSTEES, THE HEAD OF SCHOOL AND OTHER MEMBERS OF THE SCHOOL COMMUNITY. 5. CHAIR. THE BOARD OF TRUSTEES SHALL AT ITS ANNUAL MEETING, AND AFTER RECOMMENDATION BY THE COMMITTEE ON TRUSTEES, ELECT A CHAIR OF THE EPIPHANY SCHOOL LEADERSHIP COUNCIL WHO SHALL ALSO BE A VOTING MEMBER OF THE BOARD OF TRUSTEES. 6. NOMINATIONS TO THE EPIPHANY SCHOOL LEADERSHIP COUNCIL. THE CHAIR OF THE LEADERSHIP COUNCIL SHALL MAKE RECOMMENDATIONS TO THE COMMITTEE ON TRUSTEES FOR THE NOMINATION OR RENOMINATION OF COUNCIL MEMBERS. SUCH RECOMMENDATIONS APPROVED BY THE COMMITTEE ON TRUSTEES SHALL THEREAFTER BE MADE TO THE BOARD OF TRUSTEES FOR ITS APPROVAL. ORIGINAL: ARTICLE VII -- COMMITTEES 1. STANDING COMMITTEES. THERE SHALL BE TEN STANDING COMMITTEES OF THE BOARD OF TRUSTEES, ENTITLED THE EXECUTIVE COMMITTEE, THE FINANCE COMMITTEE, THE DEVELOPMENT COMMITTEE, THE ACADEMIC AND SCHOOL LIFE COMMITTEE, THE COMMITTEE ON TRUSTEES, THE BUILDING AND GROUNDS COMMITTEE, THE AUDIT AND RISK COMMITTEE, THE INVESTMENT COMMITTEE, THE GRADUATE SUPPORT COMMITTEE, THE EARLY LEARNING CENTER COMMITTEE AND THE COMMITTEE TO EVALUATE THE HEAD OF SCHOOL. EACH COMMITTEE SHALL HOLD OFFICE FOR ONE YEAR AND UNTIL A NEW COMMITTEE IS APPOINTED. PROPOSED: ARTICLE VII -- COMMITTEES 1. STANDING COMMITTEES. THERE SHALL BE ELEVEN STANDING COMMITTEES OF THE BOARD OF TRUSTEES, ENTITLED THE EXECUTIVE COMMITTEE, THE FINANCE COMMITTEE, THE DEVELOPMENT COMMITTEE, THE ACADEMIC AND SCHOOL LIFE COMMITTEE, THE COMMITTEE ON TRUSTEES, THE BUILDING AND GROUNDS COMMITTEE, THE AUDIT AND RISK COMMITTEE, THE INVESTMENT COMMITTEE, THE GUIDANCE, PLACEMENT AND SUPPORT COMMITTEE, THE EARLY LEARNING CENTER COMMITTEE AND THE COMMITTEE TO EVALUATE THE HEAD OF SCHOOL. MEMBERS OF EACH COMMITTEE ARE APPOINTED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE, AUDIT AND RISK COMMITTEE, AND THE BOARD PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE SCHOOL SENDS AND COLLECTS CONFLICT OF INTEREST FORMS TO ALL OFFICERS AND DIRECTORS. THE FORMS ARE PRESENTED AND COMPLETED AT A SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EVALUATION COMMITTEE, WHO HAS OUTSIDE EXPERTISE IN THE AREA, MEETS PERIODICALLY, REVIEWS THE HEAD OF SCHOOL BASED ON ESTABLISHED GOALS, CONSIDERS COMPARABLE DATA TO ENSURE COMPENSATION IS REASONABLE GIVEN THE JOB AND THROUGH DELIBERATIONS REPORTS THEIR RECOMMENDATIONS TO THE BOARD. THE BOARD MINUTES REFLECT THESE DISCUSSIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | EPIPHANY SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | A SEPARATE AUDIT AND RISK COMMITTEE, COMPRISED OF THREE MEMBERS, WAS FORMED BY THE BOARD OF TRUSTEES. THIS COMMITTEE IS RESPONSIBLE FOR SELECTING AN INDEPENDENT ACCOUNTING FIRM AND OVERSEEING THE AUDIT PROCESS EACH YEAR, WICH INCLUDES REVIEWING THE AUDITED FINANCIAL STATEMENTS AND HAVING A SEPARATE CONVERSATION WITH THE AUDITOR ABOUT THE RESULTS OF THE AUDIT. |
| Software ID: | |
| Software Version: |