2024-05-03T10:54:32-05:00 2023-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2022-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 DEB MCCARTHY CFO 7812598342 2024-05-03 1 DEB MCCARTHY 999009999 0 STEPHEN M SNOW P00641289 7813564800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBORAH MCCARTHY 25 BAKER BRIDGE ROAD LINCOLN MA 01773 35710480 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. 26 26 325 253 0 0 2548672 6334623 27269861 28332167 628943 931972 55859 111718 30503335 35710480 3414100 3545135 0 0 19501004 19775954 0 0 1104793 5154206 6081343 28069310 29402432 2434025 6308048 73519260 84066509 12485408 13032776 61033852 71033733 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 23229752 3460355 26539524 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 446 STUDENTS. 715886 84780 1145620 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 179 STUDENTS. 468774 136407 OTHER PROGRAM SERVICES - GARSIDE INSTITUE FOR TEACHER TRAINING (GIFTT) PROGRAMS, MASTERS PROGRAM, AND MATH & TEACHER WORKSHOPS 372588 228000 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. 110790 394334 OTHER PROGRAM SERVICES - AFTER SCHOOL PROGRAM. 483378 622334 24897790 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 1 0 1 0 0 0 1 0 0 0 0 1 72 0 325 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 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 TIMOTHY CONNELLY VICE CHAIR 1.00 X X 0 0 0 RENA CLARK TREASURER 1.00 X X 0 0 0 GREGORY B O'BRIEN SECRETARY 1.00 X X 0 0 0 COREY GRIFFIN CHAIR GOVERNANCE COMMITTEE 1.00 X 0 0 0 ROBERT HIGGINS CHAIR STRATEGIC PLAN. COMM. 1.00 X 0 0 0 LAWSON ALBRIGHT TRUSTEE 1.00 X 0 0 0 AMY ANDERSON TRUSTEE 1.00 X 0 0 0 STEVE BALDINI TRUSTEE 1.00 X 0 0 0 JONATHAN BLACK TRUSTEE 1.00 X 0 0 0 TETE COBBLAH TRUSTEE 1.00 X 0 0 0 NICOLE GILMORE TRUSTEE 1.00 X 0 0 0 KATHLEEN HO TRUSTEE 1.00 X 0 0 0 STEVE KAPLAN TRUSTEE 1.00 X 0 0 0 BECKY KIDDER SMITH TRUSTEE 1.00 X 0 0 0 DIANA KNIGHTLY TRUSTEE 1.00 X 0 0 0 CAROLINE KUHLMAN TRUSTEE 1.00 X 0 0 0 GRETCHEN LARKIN TRUSTEE 1.00 X 0 0 0 CHRISTINE MARAGANORE TRUSTEE 1.00 X 0 0 0 ZACHARY MARTIN TRUSTEE 1.00 X 0 0 0 TOM O'BRIEN TRUSTEE 1.00 X 0 0 0 LAURA REHNERT TRUSTEE 1.00 X 0 0 0 KATHERINE SCHANTZ TRUSTEE 1.00 X 0 0 0 JESSICA TURCO TRUSTEE 1.00 X 0 0 0 RICHARD WATERS TRUSTEE 1.00 X 0 0 0 HEIDI WEBSTER TRUSTEE 1.00 X 0 0 0 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 40.00 X 275053 0 50578 DEBORAH MCCARTHY CFO 40.00 X 142917 0 37636 RENEE GREENFIELD HEAD OF SCHOOL 40.00 X 303245 0 44864 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 40.00 X 162740 0 39135 STACEY DANIELS CHIEF ENROLLMENT AND FA OFFICER 40.00 X 129755 0 46053 SUSAN KINGMAN LOWER SCHOOL DIV. HEAD 40.00 X 138349 0 7667 ALLISON WEST MIDDLE SCHOOL DIV. HEAD 40.00 X 127357 0 9994 PATRICK SYLVESTER CHIEF ADVANCEMENT OFFICER 40.00 X 160702 0 27171 STEVE WILKINS HEAD MENTOR (PAST HOS) 40.00 X 164200 0 17061 1604318 0 280159 17 1 1 0 RUTTER NETWORKING TECHNOLOGIES INC 10 HIGH STREET ANDOVER MA 01810 IT SERVICE MANAGEMENT 147382 Z DATA INC 408 W IDAHO STREET BOISE ID 83702 IT SERVICE MANAGEMENT 129308 2 6334623 144442 6334623 TUITON AND FEES 611600 26443725 26443725 SUMMER PROGRAMS 611600 1130216 1130216 OTHER SCHOOL PROGRAMS 611600 758226 758226 28332167 931972 931972 OTHER INCOME 900099 111718 111718 111718 35710480 28443885 0 931972 3545135 3545135 919756 272475 629116 18165 15047247 13262965 1262317 521965 556851 467752 66805 22294 2083074 1847927 147717 87430 1169026 1005821 125447 37758 82054 66619 12348 3087 61911 61911 1978827 1793081 146252 39494 2177 564 1575 38 1193987 1081912 88246 23829 GENERAL & ADMINISTRATIV 1850829 915073 716284 219472 ACADEMIC EXPENSES 534180 475912 57956 312 DEVELOPMENT EXPENSES 321670 125769 67395 128506 OTHER EXPENSES 55708 36785 16480 2443 29402432 24897790 3399849 1104793 6365678 2046594 1611908 5536963 786950 324548 499 67208 432805 525460 44428578 14237029 30615815 30191549 33618490 45374187 87115 0 73519260 84066509 498056 493229 11633525 12313344 353827 226203 12485408 13032776 X 43108895 47401406 17924957 23632327 61033852 71033733 73519260 84066509 6308048 3691833 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33264663 8539227 4606668 1262574 45147984 35506253 3675645 -4912677 1004558 33264663 18077512 12581325 5532416 685000 35506253 14894761 2534853 647898 18077512 11925441 3168200 316788 469235 46433 14894761 0.49350 0.42330 0.08320 0 0 12675104 12675104 26745976 9945535 16800441 4167968 3782908 385060 839530 508586 330944 30191549 DEFERRED COMPENSATION LIABILITY 226203 226203 35857178 3691833 3691833 32165345 3545135 3545135 35710480 25857297 0 25857297 3545135 3545135 29402432 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 3,545,135. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,545,135. 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 107 3545135 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 1 0 0 0 0 0 0 0 0 RENEE GREENFIELD HEAD OF SCHOOL 303245 0 0 0 0 0 12959 0 31905 0 348109 0 0 0 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 254553 0 0 0 20500 0 11784 0 38794 0 325631 0 0 0 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 162740 0 0 0 0 0 8709 0 30426 0 201875 0 0 0 PATRICK SYLVESTER CHIEF ADVANCEMENT OFFICER 92995 0 0 0 67707 0 5092 0 22079 0 187873 0 0 0 STEVE WILKINS HEAD MENTOR (PAST HOS) 164200 0 0 0 0 0 5109 0 11952 0 181261 0 0 0 DEBORAH MCCARTHY CFO 142917 0 0 0 0 0 7177 0 30459 0 180553 0 0 0 STACEY DANIELS CHIEF ENROLLMENT AND FA OFFICER 129755 0 0 0 0 0 7093 0 38960 0 175808 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. PART I, LINE 4A A SEVERANCE PAYMENT WAS MADE TO A HIGHLY COMPENSATED EMPLOYEE IN THE AMOUNT OF $67,707 DURING THE YEAR ENDED DECEMBER 31, 2022. NICHOLAS WILKINS SON OF THE FORMER HEAD OF SCHOOL 77937 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 X 8 144442 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 228000 113000 THE CARROLL SCHOOL