COTTING SCHOOL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COTTING SCHOOL INC (EIN 04-2104328)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349303509
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:00:55-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COTTING SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COTT | BusinessNameControlTxt |
| Phone | 7818627323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 CONCORD AVENUE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGET IRISH | PersonNm |
| Person Title | PRESIDENT/CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7818627323 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIDGET IRISH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 CONCORD AVENUE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,674,089 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COTTING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1893 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO EMPOWER OUR STUDENTS WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEARNING POTENTIAL AND LEVEL OF INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 211 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | -$28,263 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $998,227 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,015,825 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,110,371 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,853,687 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,065,294 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,868,192 | CYInvestmentIncomeAmt |
| PY Other Revenue | $926,355 | PYOtherRevenueAmt |
| CY Other Revenue | $47,532 | CYOtherRevenueAmt |
| PY Total Revenue | $20,100,247 | PYTotalRevenueAmt |
| CY Total Revenue | $22,785,236 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,505,547 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,824,165 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $413,984 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,013,435 | PYOtherExpensesAmt |
| CY Other Expenses | $4,118,970 | CYOtherExpensesAmt |
| PY Total Expenses | $17,518,982 | PYTotalExpensesAmt |
| CY Total Expenses | $18,943,135 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,581,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,842,101 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $151,644,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,135,498 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,217,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,183,573 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $137,426,948 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $149,951,925 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EMPOWER OUR STUDENTS WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEARNING POTENTIAL AND LEVEL OF INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,216,303 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,104,769 | RevenueAmt |
| Desc | COTTING DAY/SUMMER PROGRAM - CONTINUES TO PROVIDE EXCELLENT SERVICE TO OUR STUDENTS THROUGH A COLLABORATIVE CARE APPROACH. ENROLLMENT IN OUR PRE SCHOOL INCREASED AND THE NUMBER OF PROJECT BRIDGES PARTNERS INCREASED FOR OUR CAPSTONE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $768,124 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $793,649 | RevenueAmt |
| Desc | CONSULTING AND OUTREACH - PROVIDES TECHNOLOGY-FOCUSED ASSESSMENT, CONSULTATION AND PROFESSIONAL DEVELOPMENT TO IMPROVE CURRICULUM ACCESS AND FUNCTIONAL INDEPENDENCE TO STUDENTS WITH A WIDE RANGE OF PHYSICAL, COMMUNICATION, AND LEARNING DISABILITIES AND COMPLEX MEDICAL CONDITIONS. APPROXIMATELY 305 CLIENTS SERVED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $257,635 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,860 | RevenueAmt |
| Desc | COTTING TRANSITION INSTITUTE - THE ORGANIZATION PROVIDES TRANSITIONAL SUPPORT TO INDIVIDUALS OVER AGE 22, INCLUDING SOCIAL AND RECREATIONAL EVENTS, GROUPS FOR LEARNING DAILY LIVING SKILLS, WORKSHOPS AND SEMINARS FOR PARENTS AND CAREGIVERS AND OTHER TRANSITIONAL SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,242,062 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 211 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA SZEKELY-HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7818627323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 CONCORD AVENUE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRIDGET IRISH | ||||||||
| CHIEF EXECUTIVE OFFICER | 45.00 | 0.00 | Yes (X) | Yes (X) | $361,111 | $0 | $19,005 | |
| MICHAEL K DURKIN | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER THORNDIKE | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORI CAMPANA | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIOT KLEIN | ||||||||
| CHARIMAN (AS OF 10/07/24) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES S MORRISON II | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIE W BENNETT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZA BAILEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CONNELLY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH CLOSE | ||||||||
| TRUSTEE (AS OF 05/29/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY J CONNELLY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK B DOWNES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F DRAKE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD C KEELEY | ||||||||
| TRUSTEE (THRU 11/14/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY KINARD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATERIN MARTIEN SULLIVAN | ||||||||
| TRUSTEE (THRU 10/04/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RIZZO | ||||||||
| TRUSTEE (AS OF 03/20/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART A RANDLE | ||||||||
| TRUSTEE (THRU 05/29/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER ST HILL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA SZEKELY-HILL | ||||||||
| CFO | 45.00 | 0.00 | Yes (X) | $202,402 | $0 | $12,927 | ||
| VALERY GRANSEWICZ | ||||||||
| PROGRAM DIRECTOR | 40.00 | 0.00 | $166,690 | $0 | $50,710 | Yes (X) | ||
| LEAH THIBODEAU | ||||||||
| EDUCATION DIRECTOR | 40.00 | 0.00 | $152,500 | $0 | $18,370 | Yes (X) | ||
| DAVID PEDUTO | ||||||||
| DIRECTOR OF BUILDINGS & GROUNDS | 40.00 | 0.00 | $122,923 | $0 | $43,290 | Yes (X) | ||
| AMY HOUGHTON | ||||||||
| CLINICAL TEAM LEAD | 35.00 | 0.00 | $133,218 | $0 | $17,991 | Yes (X) | ||
| ALTHEA IOAKIMIDIS | ||||||||
| HR DIRECTOR | 40.00 | 0.00 | $116,252 | $0 | $42,895 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,255,096 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $205,188 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLEANCO MAINTENANCE CORP | |||||
| 318 BEAR HILL ROAD SUITE 8 | WALTHAM | MA | 02451 | CLEANING SERVICES | $206,858 |
| PRIME BUCHHOLZ LLC | |||||
| 273 CORPORATE DRIVE SUITE 250 | PORTSMOTH | NH | 03801 | INVESTMENT/CONSULTING | $107,451 |
| WILLIAM NARDONE | |||||
| 877 WALTHAM STREET | LEXINGTON | MA | 02421 | LANDSCAPING SERVICES | $100,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,400 | MembershipDuesAmt |
| Fundraising | $42,864 | FundraisingAmt |
| All Other Contributions | $970,561 | AllOtherContributionsAmt |
| Total Contributions | $1,015,825 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $14,055,178 | $14,055,178 |
| COTTING CONSULTING FEES | 611710 | $793,649 | $793,649 |
| TRANSITION INSTITUTE | 611710 | $4,860 | $4,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,853,687 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,426,593 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$28,263 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,454,856 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,629 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,787 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$158 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$158 | TotalRevenueColumnAmt |
| Exclusion | -$158 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,240,897 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,799,298 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,441,599 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,441,599 | TotalRevenueColumnAmt |
| Exclusion | $4,441,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,867 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $42,864 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,768 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,901 | TotalRevenueColumnAmt |
| Exclusion | -$1,901 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $49,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,591 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $49,591 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,785,236 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,903,278 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$28,263 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,894,396 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,663 | TotalAmt |
| Management And General | $408,948 | ManagementAndGeneralAmt |
| Fundraising | $36,715 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,321,439 | TotalAmt |
| Program Services | $10,436,501 | ProgramServicesAmt |
| Management And General | $620,037 | ManagementAndGeneralAmt |
| Fundraising | $264,901 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102,562 | TotalAmt |
| Program Services | $1,947,804 | ProgramServicesAmt |
| Management And General | $130,212 | ManagementAndGeneralAmt |
| Fundraising | $24,546 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,501 | TotalAmt |
| Program Services | $849,115 | ProgramServicesAmt |
| Management And General | $79,908 | ManagementAndGeneralAmt |
| Fundraising | $25,478 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,677 | TotalAmt |
| Management And General | $19,677 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,750 | TotalAmt |
| Management And General | $71,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,500 | TotalAmt |
| Program Services | $115,380 | ProgramServicesAmt |
| Management And General | $120 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,455,923 | TotalAmt |
| Program Services | $1,190,619 | ProgramServicesAmt |
| Management And General | $253,291 | ManagementAndGeneralAmt |
| Fundraising | $12,013 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,644 | TotalAmt |
| Program Services | $66,845 | ProgramServicesAmt |
| Management And General | $4,114 | ManagementAndGeneralAmt |
| Fundraising | $685 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,325 | TotalAmt |
| Program Services | $682,976 | ProgramServicesAmt |
| Management And General | $25,027 | ManagementAndGeneralAmt |
| Fundraising | $11,322 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,021 | TotalAmt |
| Management And General | $71,021 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-REIMBURSEABLE EXPEN | $617,945 | $425,103 | $192,842 | |
| MISC. PROG. /ADMIN. EXP | $545,668 | $115,287 | $398,988 | $31,393 |
| MEALS | $210,348 | $192,263 | $11,154 | $6,931 |
| PROGRAM SUPPORT | $110,184 | $110,184 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,985 | TotalAmt |
| Program Services | $109,985 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,943,135 | TotalAmt |
| Program Services | $16,242,062 | ProgramServicesAmt |
| Management And General | $2,287,089 | ManagementAndGeneralAmt |
| Fundraising | $413,984 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,204,233 | BOYAmt |
| EOY | $3,108,611 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,069 | BOYAmt |
| EOY | $963,006 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,275 | BOYAmt |
| EOY | $109,367 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,801 | BOYAmt |
| EOY | $480,947 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,953 | BOYAmt |
| EOY | $20,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,331,820 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,787,318 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,104,878 | BOYAmt |
| EOY | $23,544,502 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,094,794 | BOYAmt |
| EOY | $120,950,195 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,192,745 | BOYAmt |
| EOY | $10,665,246 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,343,033 | BOYAmt |
| EOY | $4,293,161 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,644,781 | BOYAmt |
| EOY | $164,135,498 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,167,553 | BOYAmt |
| EOY | $1,170,407 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,162 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,657,656 | BOYAmt |
| EOY | $9,400,845 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,392,624 | BOYAmt |
| EOY | $3,607,159 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,217,833 | BOYAmt |
| EOY | $14,183,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,639,324 | BOYAmt |
| EOY | $127,519,787 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,787,624 | BOYAmt |
| EOY | $22,432,138 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,426,948 | BOYAmt |
| EOY | $149,951,925 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,644,781 | BOYAmt |
| EOY | $164,135,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,842,101 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,080,420 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$397,544 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 15 | TotalEasementsCnt |
| Total Acreage | 4.00 | TotalAcreageCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 2.00 | StaffHoursSpentEnforcementCnt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,740,476 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,948,856 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,654,109 | OtherExpendituresAmt |
| End Year Balance | $131,035,223 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,655,696 | BeginningYearBalanceAmt |
| Contributions | $149,341 | ContributionsAmt |
| Investment Earnings Or Losses | $13,685,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,750,000 | OtherExpendituresAmt |
| End Year Balance | $117,740,476 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,170,923 | BeginningYearBalanceAmt |
| Contributions | $15,261 | ContributionsAmt |
| Investment Earnings Or Losses | $9,669,512 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,200,000 | OtherExpendituresAmt |
| End Year Balance | $105,655,696 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,840,361 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,109,438 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,560,000 | OtherExpendituresAmt |
| End Year Balance | $98,170,923 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,614,332 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,726,029 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,500,000 | OtherExpendituresAmt |
| End Year Balance | $112,840,361 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07135 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07365 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,614,791 | OtherCostOrOtherBasisAmt |
| Book Value | $1,614,791 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,537,663 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,260,205 | DepreciationAmt |
| Book Value | $21,277,458 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,179,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,527,113 | DepreciationAmt |
| Book Value | $652,253 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,544,502 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS AND JOINT VENTURES | Desc |
| Book Value | $10,665,246 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,665,246 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG-TERM ACCRUED DEFERRED COMPENSATION | $366,870 |
| LONG-TERM ACCRUED POST RETIREMENT BENEFITS | $3,240,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,607,159 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,563,447 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,080,420 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,780 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$307,989 | OtherRevenueAmt |
| Revenue Not Reported | $8,778,211 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,785,236 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,785,236 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,038,470 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,780 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $89,555 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $95,335 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,943,135 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,943,135 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THERE ARE NO APPLICABLE AMOUNTS IN CONNECTION WITH THE ORGANIZATION'S EASEMENTS THAT ARE REQUIRED TO BE REPORTED IN ITS FINANCIAL STATEMENTS. |
| PART V, LINE 4: | TO FURTHER ENHANCE THE EDUCATIONAL MISSION OF THE ORGANIZATION AND PROVIDE FOR LONG TERM STABILITY. |
| PART X, LINE 2: | THE ORGANIZATION IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE BECAUSE IT IS AN EDUCATIONAL ORGANIZATION AS DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(II) OF THE CODE. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURUISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NON-OPERATING POSTRETIREMENT BENEFITS PLAN LOSS -397,544. FUNDRAISING EVENT EXPENSE 20,768. RENTAL EXPENSES 68,787. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSE 20,768. RENTAL EXPENSES 68,787. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THROUGH ADVERTISEMENT IN LOCAL NEWSPAPER. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION CONTRACTS WITH LOCAL EDUCATIONAL AUTHORITIES BOTH WITHIN AND OUTSIDE MASSACHUSETTS TO PROVIDE EDUCATIONAL TRAINING TO STUDENTS WITH SPECIAL NEEDS. SEE FORM 990, PART III FOR DESCRIPTION OF SERVICES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,796,272 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,796,272 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,796,272 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PLAY IT FORWARD | Event1Nm |
| Gross Receipts Event1 | $61,731 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $42,864 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,867 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,780 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $11,995 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,693 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $61,731 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $42,864 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,867 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,780 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $11,995 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,693 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,768 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,901 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIDGET IRISH | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $333,046 | $0 | $25,000 | $0 | $3,065 | $0 | $17,745 | $0 | $1,260 | $0 | $380,116 | $0 | $0 | $0 |
| VALERY GRANSEWICZ | ||||||||||||||
| PROGRAM DIRECTOR | $163,707 | $0 | $215 | $0 | $2,768 | $0 | $697 | $0 | $50,013 | $0 | $217,400 | $0 | $0 | $0 |
| ANDREA SZEKELY-HILL | ||||||||||||||
| CFO | $200,144 | $0 | $203 | $0 | $2,055 | $0 | $11,961 | $0 | $966 | $0 | $215,329 | $0 | $0 | $0 |
| LEAH THIBODEAU | ||||||||||||||
| EDUCATION DIRECTOR | $148,097 | $0 | $215 | $0 | $4,188 | $0 | $17,020 | $0 | $1,350 | $0 | $170,870 | $0 | $0 | $0 |
| DAVID PEDUTO | ||||||||||||||
| DIRECTOR OF BUILDINGS & GROUNDS | $120,620 | $0 | $215 | $0 | $2,088 | $0 | $7,861 | $0 | $35,429 | $0 | $166,213 | $0 | $0 | $0 |
| ALTHEA IOAKIMIDIS | ||||||||||||||
| HR DIRECTOR | $115,656 | $0 | $215 | $0 | $381 | $0 | $6,995 | $0 | $35,900 | $0 | $159,147 | $0 | $0 | $0 |
| AMY HOUGHTON | ||||||||||||||
| CLINICAL TEAM LEAD | $130,680 | $0 | $700 | $0 | $1,838 | $0 | $15,240 | $0 | $2,751 | $0 | $151,209 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | A DISCRETIONARY PERFORMANCE BONUS WAS AWARDED TO THE CEO AND OTHER EMPLOYEES OF THE ORGANIZATION PER THE APPROVAL OF THE BOARD OF TRUSTEES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE ORGANIZATION PROVIDES TRANSITIONAL SUPPORT TO INDIVIDUALS OVER AGE 22, INCLUDING SOCIAL AND RECREATIONAL EVENTS, GROUPS FOR LEARNING DAILY LIVING SKILLS, WORKSHOPS AND SEMINARS FOR PARENTS AND CAREGIVERS AND OTHER TRANSITIONAL SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S PRESIDENT/CEO, CHIEF FINANCIAL OFFICER AND BOARD OF TRUSTEES REVIEW A DRAFT OF THE FORM 990, WHICH IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS. ANY RESULTANT COMMENTS AND CHANGES ARE INCORPORATED INTO THE FORM BY THE INDEPENDENT ACCOUNTANTS. A FINAL VERSION OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS AND TRUSTEES OF THE ORGANIZATION ARE REQUIRED TO FILE A STATEMENT ON AN ANNUAL BASIS DISCLOSING ANY POTENTIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE STATEMENTS ARE COMPLETED EACH FISCAL YEAR AND ARE EVALUATED BY THE OFFICERS OF THE ORGANIZATION. INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN ANY DELIBERATIONS OR DECISIONS THAT MAY BE AFFECTED BY A POTENTIAL CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIRMAN OF THE BOARD OF TRUSTEES USES AN INDEPENDENT COMPENSATION CONSULTANT TO COMPARE COMPENSATION FOR THE PRESIDENT OF THE ORGANIZATION WITH SIMILAR POSITIONS OF OTHER NON-PROFIT SCHOOLS SERVING CHILDREN WITH DISABILITIES, OR OTHER LEADING NON-PROFIT ORGANIZATIONS. THE CHAIRMAN ALSO SOLICITS INPUT FROM OTHER TRUSTEES OR CONVENE A COMPENSATION COMMITTEE REGARDING THE PRESIDENT'S PERFORMANCE AND COMPENSATION. THE CHAIRMAN WILL THEN PRESENT HIS/HER FINDINGS AND RECOMMENDATIONS IN AN EXECUTIVE SESSION, WITHOUT THE PRESIDENT PRESENT, TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE FULL BOARD WILL DOCUMENT ITS DELIBERATION, DECISION AND PROCESS USED IN CONNECTION WITH ITS APPROVAL OF THE PRESIDENT'S COMPENSATION. IT IS THE RESPONSIBILITY OF THE PRESIDENT TO PROPOSE COMPENSATION OF SENIOR MANAGEMENT EMPLOYEES IN ACCORDANCE WITH THE BUDGET APPROVED BY THE BOARD OF TRUSTEES. THE PRESIDENT, IN EXECUTIVE SESSION OF THE FULL BOARD, PROPOSED HER ADJUSTMENTS TO THE COMPENSATION OF SENIOR MANAGEMENT, ALONG WITH DATA PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT FOR SENIOR MANAGEMENT. COMPENSATION FOR SENIOR MANAGEMENT WAS COMPARED WITH SIMILAR POSITIONS OF OTHER NON-PROFIT SCHOOLS SERVING CHILDREN WITH DISABILITIES, OR OTHER LEADING NON-PROFIT ORGANIZATIONS. UTILIZING THIS INFORMATION, THE BOARD OF TRUSTEES APPROVED THE COMPENSATION OF SENIOR MANAGEMENT AND DOCUMENTED ITS DELIBERATION, DECISION AND PROCESS USED IN CONNECTION WITH ITS APPROVAL OF SENIOR MANAGEMENT'S COMPENSATION. ALL MEMBERS OF THE BOARD OF TRUSTEES SIGNED THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENT. NO MEMBERS HAD A CONFLICT WITH THE VOTE ON THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NON-OPERATING POSTRETIREMENT BENEFITS PLAN LOSS -397,544. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRUT (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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