2026-05-04T14:33:37-05:00 2025-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2024-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 DEB MCCARTHY CFO 7812598342 2026-04-29 1 0 CAITLYN RODRIGUES P03352251 7813564800 2024 2025-03-06 01:10:19Z DEBORAH MCCARTHY 25 BAKER BRIDGE ROAD LINCOLN MA 01773 86054772 0 X WWW.CARROLLSCHOOL.ORG X 1952 MA CARROLL SCHOOL EMPOWERS CHILDREN WITH LANGUAGE-BASED LEARNING DIFFERENCES, SUCH AS DYSLEXIA, TO BECOME ACADEMICALLY SKILLED STUDENTS WHO ARE STRONG SELF-ADVOCATES AND CONFIDENT LIFELONG LEARNERS. CARROLL IS AN INCLUSIVE COMMUNITY COMMITTED TO EMBRACING DIVERSE STRENGTHS, IDENTITIES, AND LIVED EXPERIENCES IN ORDER TO GIVE EACH CHILD WHAT THEY MOST NEED TO THRIVE. 29 29 346 156 0 0 2749538 5124363 30212675 31291377 1241551 12234334 177461 145244 34381225 48795318 4259588 4652393 0 0 21422796 21894739 0 0 1353101 6795804 6874767 32478188 33421899 1903037 15373419 91739760 101839760 13493325 13136621 78246435 88703139 X CARROLL SCHOOL EMPOWERS CHILDREN WITH LANGUAGE-BASED LEARNING DIFFERENCES, SUCH AS DYSLEXIA, TO BECOME ACADEMICALLY SKILLED STUDENTS WHO ARE STRONG SELF-ADVOCATES AND CONFIDENT LIFELONG LEARNERS. CARROLL IS AN INCLUSIVE COMMUNITY COMMITTED TO EMBRACING DIVERSE STRENGTHS, IDENTITIES, AND LIVED EXPERIENCES IN ORDER TO GIVE EACH CHILD WHAT THEY MOST NEED TO THRIVE. 0 0 26614214 4416430 29129424 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 450 STUDENTS. 1087378 175300 1530515 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 214 STUDENTS. 438927 60663 468692 OTHER PROGRAM SERVICES - AFTER SCHOOL PROGRAM. 429900 82490 OTHER PROGRAM SERVICES - GARSIDE INSTITUTE FOR TEACHER TRAINING (GIFTT) PROGRAMS, MASTERS PROGRAM, AND MATH & TEACHER WORKSHOPS 346908 225500 NEUROLUTION IS DESIGNED TO BE A COLLABORATION AMONG LIKE-MINDED EDUCATIONAL ORGANIZATIONS TO IMPROVE ACADEMIC AND COGNITIVE OUTCOMES FOR STUDENTS WITH LANGUAGE BASED LEARNING DIFFERENCES THROUGH DESIGN AND DEVELOPMENT OF SOFTWARE, SHARING OF BEST PRACTICES, PROFESSIONAL SERVICES AND RESEARCH IN DATA INFORMED INSTRUCTION. 776808 307990 28917327 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 94 0 346 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X DEBORAH MCCARTHY 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 DEVIN O'REILLY CHAIR 3.00 X X 0 0 0 JESSICA TURCO VICE CHAIR & CHAIR STRATEGIC PLAN. 1.00 X X 0 0 0 GREGORY B O'BRIEN SECRETARY 1.00 X X 0 0 0 RICHARD WATERS TREASURER 1.00 X X 0 0 0 LAWSON ALBRIGHT CHAIR ADVANCEMENT COMMITTEE 1.00 X 0 0 0 JONATHAN BLACK CHAIR ADVANCEMENT COMMITTEE 1.00 X 0 0 0 DEAN DIMIZAS CHAIR INVESTMENT COMMITTEE 1.00 X 0 0 0 STEVE KAPLAN CHAIR FACILITIES COMMITTEE 1.00 X 0 0 0 CHRISTINE MARAGANORE CHAIR GOVERNANCE COMMITTEE 1.00 X 0 0 0 HEIDI WEBSTER CHAIR FAMED COMMITTEE 1.00 X 0 0 0 AMY ANDERSON TRUSTEE 1.00 X 0 0 0 DEVON ANGELINI TRUSTEE 1.00 X 0 0 0 ERNIE ANGUILLA TRUSTEE 1.00 X 0 0 0 SYDNEY ASBURY TRUSTEE 1.00 X 0 0 0 STEVE BALDINI TRUSTEE 1.00 X 0 0 0 TETE COBBLAH TRUSTEE 1.00 X 0 0 0 KEN FRIEZE TRUSTEE 1.00 X 0 0 0 ELEANOR GILBANE TRUSTEE 1.00 X 0 0 0 NICOLE GILMORE TRUSTEE 1.00 X 0 0 0 COLLEEN GRADY TRUSTEE 1.00 X 0 0 0 KATHLEEN HO TRUSTEE 1.00 X 0 0 0 GRETCHEN LARKIN TRUSTEE 1.00 X 0 0 0 MARY LOEKEN PHD TRUSTEE 1.00 X 0 0 0 LIZ MORNINGSTAR TRUSTEE 1.00 X 0 0 0 JOSEPH O'CONNOR TRUSTEE 1.00 X 0 0 0 PAUL RODRIGUEZ TRUSTEE 1.00 X 0 0 0 KATHERINE SCHANTZ TRUSTEE 1.00 X 0 0 0 BECKY KIDDER SMITH TRUSTEE 1.00 X 0 0 0 JUANITA ZERBA TRUSTEE 1.00 X 0 0 0 RENEE GREENFIELD HEAD OF SCHOOL 40.00 X 325115 0 53468 JUDI SELDIN ASSISTANT HOS (THRU 6/2024) 40.00 X 229419 0 31435 STACEY DANIELS ASST. HOS-STRATEGY & ENROLLMENT 40.00 X 148152 0 51503 DEBORAH MCCARTHY CFO 40.00 X 150324 0 42943 CHRIS RENYI ASST. HOS-OPERATIONS & STRATEGY 40.00 X 87731 0 15713 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 40.00 X 175631 0 43927 MEAGHAN KILIAN EXEC. DIRECTOR OF ADVANCEMENT 40.00 X 178494 0 37631 GRETCHEN MCAULIFFE DIRECTOR OF HUMAN RESOURCES 40.00 X 125131 0 40167 DETRA WATSON LOWER SCHOOL DIV. HEAD 40.00 X 135035 0 18649 ALLISON WEST MIDDLE SCHOOL DIV. HEAD 40.00 X 132587 0 13145 1687619 0 348581 25 0 1 0 NEOMIND LABS 1735 MARKET STREET SUITE A420 PHILADELPHIA PA 19103 APP DEVELOPMENT 236390 SECUREWON INC 114 HIGH STREET WAREHAM MA 02571 IT CONSULTING 127763 2 5124363 159385 5124363 TUITON AND FEES 611600 29016306 29016306 SUMMER PROGRAMS 611600 1501549 1501549 OTHER SCHOOL PROGRAMS 611600 773522 773522 31291377 1234674 1234674 48259114 37259454 10999660 10999660 10999660 OTHER INCOME 900099 145244 145244 145244 48795318 31436621 0 12234334 4652393 4652393 1043999 297725 726426 19848 16635226 14796136 1180366 658724 676102 579276 66124 30702 2246533 2041229 97664 107640 1292879 1100232 145244 47403 116994 87960 23227 5807 78267 78267 1957002 1773305 144639 39058 1313097 1189841 97049 26207 GENERAL & ADMINISTRATIV 1747053 1142983 455642 148428 ACADEMIC EXPENSES 1117273 1096208 15960 5105 DEVELOPMENT EXPENSES 453268 124369 66564 262335 OTHER EXPENSES 91813 35670 54299 1844 33421899 28917327 3151471 1353101 4373665 1797936 2922805 8212289 504871 2628292 70510 81999 570569 460666 46073442 16677543 29744506 29395899 53552834 59262679 91739760 101839760 606712 325939 12604036 12497607 282577 313075 13493325 13136621 X 51550274 56828613 26696161 31874526 78246435 88703139 91739760 101839760 15373419 -4916322 -393 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53270257 389961 7188301 1898915 58949604 45147984 3306675 6475598 1660000 53270257 33264663 8539227 4606668 1262574 45147984 35506253 3675645 -4912677 1004558 33264663 18077512 12581325 5532416 685000 35506253 0.51300 0.33600 0.15100 0 0 12675104 12675104 27643002 11971083 15671919 4654558 4168165 486393 1100778 538295 562483 29395899 DEFERRED COMPENSATION LIABILITY 313075 313075 39226210 -4916322 -4916322 44142532 393 4652393 4652786 48795318 28769506 0 28769506 4652393 4652393 33421899 PART V, LINE 4: TO FURTHER ENHANCE THE EDUCATIONAL MISSION OF THE ORGANIZATION AND PROVIDE LONG TERM STABILITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,652,393. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,652,393. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 STATED IN ALL SCHOOL LITERATURE AND ON THE SCHOOL'S WEBSITE. 1 FINANCIAL AID 116 4652393 FAIR MARKET VALUE PART I, LINE 2: THE SCHOOL PROVIDES FINANCIAL AID TO STUDENTS BASED ON AN APPLICATION PROCESS. FINANCIAL AID NEED IS BASED UPON INCOME, ASSET, AND DEBT LEVELS OF EACH STUDENT'S FAMILY. A FINANCIAL AID COMMITTEE IS CHARGED WITH OVERSIGHT OF THIS PROCESS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 RENEE GREENFIELD HEAD OF SCHOOL 325115 0 0 0 0 0 17406 0 36062 0 378583 0 0 0 JUDI SELDIN ASSISTANT HOS (THRU 6/2024) 229419 0 0 0 0 0 9273 0 22162 0 260854 0 0 0 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 175631 0 0 0 0 0 11295 0 32632 0 219558 0 0 0 MEAGHAN KILIAN EXEC. DIRECTOR OF ADVANCEMENT 178494 0 0 0 0 0 3367 0 34264 0 216125 0 0 0 STACEY DANIELS ASST. HOS-STRATEGY & ENROLLMENT 148152 0 0 0 0 0 9495 0 42008 0 199655 0 0 0 DEBORAH MCCARTHY CFO 150324 0 0 0 0 0 8767 0 34176 0 193267 0 0 0 GRETCHEN MCAULIFFE DIRECTOR OF HUMAN RESOURCES 125131 0 0 0 0 0 7956 0 32211 0 165298 0 0 0 DETRA WATSON LOWER SCHOOL DIV. HEAD 135035 0 0 0 0 0 3380 0 15269 0 153684 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, THE HEAD OF SCHOOL IS REQUIRED TO BE AVAILABLE ON A TWENTY-FOUR HOUR BASIS. THE ORGANIZATION THEREFORE PROVIDES HOUSING TO THE HEAD OF SCHOOL THAT IS ADJACENT TO THE CARROLL SCHOOL'S PROPERTY. X 11 159385 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE SCHOOL UTILIZES THE SERVICES OF MORGAN STANLEY TO SELL DONATED STOCK. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE SCHOOL'S AUDITORS AND IS REVIEWED BY MANAGEMENT. THE SCHOOL'S FINANCE COMMITTEE REVIEWED THE FORM 990 EXCLUDING THE SCHEDULE B. THE FINANCE COMMITTEE APPROVES THE FORM 990 EXCLUDING THE SCHEDULE B BEFORE FILING. BOARD OF TRUSTEE MEMBERS ARE GIVEN ACCESS TO THE FORM 990 EXCLUDING THE SCHEDULE B FOR REVIEW/COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY GIVING ALL BOARD OF TRUSTEES AND EMPLOYEES OF THE SCHOOL A COPY OF THE POLICY. BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO SIGN THE POLICY ACKNOWLEDGEMENT FORM AND FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE HEAD OF SCHOOL AND ASSISTANT HEAD OF SCHOOL IS DONE BY USING COMPARABILITY DATA BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. HEAD OF SCHOOL'S PERFORMANCE IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WITH INPUT FROM SENIOR MANAGERS OF THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE CARROLL SCHOOL'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM LAST FISCAL YEAR. NEUROLUTION HOSTING LLC 25 BAKER BRIDGE ROAD LINCOLN MA 01773 371962191 TO IMPROVE ACADEMIC AND COGNITIVE OUTCOMES FOR STUDENTS MA 225500 112500 THE CARROLL SCHOOL