2026-05-15T09:00:55-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 042104328 COTTING SCHOOL INC COTT 7818627323 453 CONCORD AVENUE LEXINGTON MA 02421 BRIDGET IRISH PRESIDENT/CHIEF EXECUTIVE OFFICER 7818627323 2026-05-15 1 1 BRENDA L BOOTH P01342395 6178075000 2026-05-15 2024 2025-03-06 01:10:19Z BRIDGET IRISH 453 CONCORD AVENUE LEXINGTON MA 02421 36674089 0 X WWW.COTTING.ORG X 1893 MA TO EMPOWER OUR STUDENTS WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEARNING POTENTIAL AND LEVEL OF INDEPENDENCE. 15 14 211 45 -28263 0 998227 1015825 14110371 14853687 4065294 6868192 926355 47532 20100247 22785236 0 0 0 0 13505547 14824165 0 0 413984 4013435 4118970 17518982 18943135 2581265 3842101 151644781 164135498 14217833 14183573 137426948 149951925 X TO EMPOWER OUR STUDENTS WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEARNING POTENTIAL AND LEVEL OF INDEPENDENCE. 1 0 15216303 0 14104769 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. 768124 0 793649 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. 257635 0 4860 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. 16242062 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 211 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ANDREA SZEKELY-HILL 7818627323 453 CONCORD AVENUE LEXINGTON MA 02421 BRIDGET IRISH CHIEF EXECUTIVE OFFICER 45.00 0.00 X X 361111 0 19005 MICHAEL K DURKIN CHAIRMAN 1.00 0.00 X 0 0 0 ALEXANDER THORNDIKE TREASURER 1.00 0.00 X X 0 0 0 LORI CAMPANA SECRETARY 1.00 0.00 X X 0 0 0 ELIOT KLEIN CHARIMAN (AS OF 10/07/24) 1.00 0.00 X X 0 0 0 CHARLES S MORRISON II VICE CHAIRMAN 1.00 0.00 X X 0 0 0 JULIE W BENNETT TRUSTEE 1.00 0.00 X 0 0 0 ELIZA BAILEY TRUSTEE 1.00 0.00 X 0 0 0 JOHN CONNELLY TRUSTEE 1.00 0.00 X 0 0 0 MEREDITH CLOSE TRUSTEE (AS OF 05/29/25) 1.00 0.00 X 0 0 0 TIMOTHY J CONNELLY TRUSTEE 1.00 0.00 X 0 0 0 PATRICK B DOWNES TRUSTEE 1.00 0.00 X 0 0 0 JOHN F DRAKE TRUSTEE 1.00 0.00 X 0 0 0 RICHARD C KEELEY TRUSTEE (THRU 11/14/24) 1.00 0.00 X 0 0 0 RANDY KINARD TRUSTEE 1.00 0.00 X 0 0 0 KATERIN MARTIEN SULLIVAN TRUSTEE (THRU 10/04/24) 1.00 0.00 X 0 0 0 JOHN RIZZO TRUSTEE (AS OF 03/20/25) 1.00 0.00 X 0 0 0 STUART A RANDLE TRUSTEE (THRU 05/29/25) 1.00 0.00 X 0 0 0 JENNIFER ST HILL TRUSTEE 1.00 0.00 X 0 0 0 ANDREA SZEKELY-HILL CFO 45.00 0.00 X 202402 0 12927 VALERY GRANSEWICZ PROGRAM DIRECTOR 40.00 0.00 X 166690 0 50710 LEAH THIBODEAU EDUCATION DIRECTOR 40.00 0.00 X 152500 0 18370 DAVID PEDUTO DIRECTOR OF BUILDINGS & GROUNDS 40.00 0.00 X 122923 0 43290 AMY HOUGHTON CLINICAL TEAM LEAD 35.00 0.00 X 133218 0 17991 ALTHEA IOAKIMIDIS HR DIRECTOR 40.00 0.00 X 116252 0 42895 1255096 0 205188 17 0 1 0 CLEANCO MAINTENANCE CORP 318 BEAR HILL ROAD SUITE 8 WALTHAM MA 02451 CLEANING SERVICES 206858 PRIME BUCHHOLZ LLC 273 CORPORATE DRIVE SUITE 250 PORTSMOTH NH 03801 INVESTMENT/CONSULTING 107451 WILLIAM NARDONE 877 WALTHAM STREET LEXINGTON MA 02421 LANDSCAPING SERVICES 100372 3 2400 42864 970561 1015825 TUITION 611710 14055178 14055178 COTTING CONSULTING FEES 611710 793649 793649 TRANSITION INSTITUTE 611710 4860 4860 14853687 2426593 -28263 2454856 68629 68787 -158 -158 -158 18240897 13799298 4441599 4441599 4441599 18867 42864 20768 -1901 -1901 OTHER INCOME 611710 49591 49591 49591 22785236 14903278 -28263 6894396 445663 408948 36715 11321439 10436501 620037 264901 2102562 1947804 130212 24546 954501 849115 79908 25478 19677 19677 71750 71750 115500 115380 120 1455923 1190619 253291 12013 71644 66845 4114 685 719325 682976 25027 11322 71021 71021 NON-REIMBURSEABLE EXPEN 617945 425103 192842 MISC. PROG. /ADMIN. EXP 545668 115287 398988 31393 MEALS 210348 192263 11154 6931 PROGRAM SUPPORT 110184 110184 109985 109985 18943135 16242062 2287089 413984 3204233 3108611 986069 963006 106275 109367 578801 480947 33953 20463 41331820 17787318 24104878 23544502 112094794 120950195 6192745 10665246 4343033 4293161 151644781 164135498 1167553 1170407 0 5162 9657656 9400845 3392624 3607159 14217833 14183573 X 116639324 127519787 20787624 22432138 137426948 149951925 151644781 164135498 X 3842101 9080420 -397544 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 15 4.00 0 1 0 2.00 117740476 15948856 2654109 131035223 105655696 149341 13685439 1750000 117740476 98170923 15261 9669512 2200000 105655696 112840361 -12109438 2560000 98170923 90614332 26726029 4500000 112840361 0.85500 0.07135 0.07365 0 0 1614791 1614791 37537663 16260205 21277458 2179366 1527113 652253 23544502 PARTNERSHIPS AND JOINT VENTURES 10665246 F 10665246 LONG-TERM ACCRUED DEFERRED COMPENSATION 366870 LONG-TERM ACCRUED POST RETIREMENT BENEFITS 3240289 3607159 X 31563447 9080420 5780 -307989 8778211 22785236 0 22785236 19038470 5780 89555 95335 18943135 0 18943135 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 6796272 0 0 0 0 0 0 6796272 0 6796272 1 0 1 0 1 0 PLAY IT FORWARD 61731 42864 18867 5780 11995 1300 1693 61731 42864 18867 5780 11995 1300 1693 20768 -1901 X X X X X 0 0 0 0 0 0 0 1 0 BRIDGET IRISH CHIEF EXECUTIVE OFFICER 333046 0 25000 0 3065 0 17745 0 1260 0 380116 0 0 0 VALERY GRANSEWICZ PROGRAM DIRECTOR 163707 0 215 0 2768 0 697 0 50013 0 217400 0 0 0 ANDREA SZEKELY-HILL CFO 200144 0 203 0 2055 0 11961 0 966 0 215329 0 0 0 LEAH THIBODEAU EDUCATION DIRECTOR 148097 0 215 0 4188 0 17020 0 1350 0 170870 0 0 0 DAVID PEDUTO DIRECTOR OF BUILDINGS & GROUNDS 120620 0 215 0 2088 0 7861 0 35429 0 166213 0 0 0 ALTHEA IOAKIMIDIS HR DIRECTOR 115656 0 215 0 381 0 6995 0 35900 0 159147 0 0 0 AMY HOUGHTON CLINICAL TEAM LEAD 130680 0 700 0 1838 0 15240 0 2751 0 151209 0 0 0 PART I, LINE 7 A DISCRETIONARY PERFORMANCE BONUS WAS AWARDED TO THE CEO AND OTHER EMPLOYEES OF THE ORGANIZATION PER THE APPROVAL OF THE BOARD OF TRUSTEES. 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. CRUT (1) TRUST MA T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0