2023-04-24T13:39:31-05:00 2022-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2021-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 DEB MCCARTHY CFO 7812598342 2023-04-19 1 DEB MCCARTHY 999009999 STEPHEN M SNOW P00641289 7813564800 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DEBORAH MCCARTHY 25 BAKER BRIDGE ROAD LINCOLN MA 01773 30657508 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. 30 30 325 65 0 0 5762891 2548672 24982849 27269861 2062088 628943 95324 55859 32903152 30503335 3164888 3414100 0 0 18779698 19501004 0 0 1006600 5217257 5154206 27161843 28069310 5741309 2434025 76520468 73519260 12346479 12485408 64173989 61033852 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 22531496 3356200 25467871 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 441 STUDENTS. 730030 57900 1159054 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 186 STUDENTS. 403741 122242 OTHER PROGRAM SERVICES - GARSIDE INSTITUE FOR TEACHER TRAINING (GIFTT) PROGRAMS, MASTERS PROGRAM, AND MATH & TEACHER WORKSHOPS 217272 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. 224949 348553 OTHER PROGRAM SERVICES - AFTER SCHOOL PROGRAM. 442221 576553 24107488 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 50 0 325 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 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 CO-VICE CHAIR 1.00 X X 0 0 0 ZACHARY MARTIN CO-VICE CHAIR 1.00 X X 0 0 0 JENNIFER FULTON CO-VICE CHAIR 1.00 X X 0 0 0 RENA CLARK TREASURER 1.00 X X 0 0 0 MARY R LOEKEN PHD CLERK 1.00 X X 0 0 0 AMANDA RODRIGUEZ TRUSTEE 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 ANGELI 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 COREY GRIFFIN TRUSTEE 1.00 X 0 0 0 ROBERT HIGGINS TRUSTEE 1.00 X 0 0 0 KATHLEEN HO TRUSTEE 1.00 X 0 0 0 ROBIN JONES 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 CHRISTINE MARAGANORE TRUSTEE 1.00 X 0 0 0 GREGORY O'BRIEN 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 MICHAEL SIMON 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 247114 0 65295 DEBORAH MCCARTHY CFO 40.00 X 136945 0 35726 RENEE GREENFIELD HEAD OF SCHOOL 40.00 X 163286 0 39375 STEVE WILKINS HEAD MENTOR (PAST HEAD OF SCHOOL) 40.00 X 333818 0 37148 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 40.00 X 158444 0 36753 STACEY DANIELS CHIEF ENROLLMENT AND FA OFFICER 40.00 X 122183 0 44327 SUSAN KINGMAN LOWER SCHOOL DIV. HEAD 40.00 X 134034 0 7483 NAOMI HITCHCOCK DIRECTOR OF DEVELOPMENT 40.00 X 129101 0 39307 1424925 0 305414 14 0 1 0 ROPES & GRAY LLP 800 BOYLSTON STREET BOSTON MA 02199 LEGAL 382993 Z DATA INC 408 W IDAHO STREET BOISE ID 83702 IT SERVICE MANAGEMENT 140625 2 2548672 206950 2548672 TUITON AND FEES 611600 25428007 25428007 SUMMER PROGRAMS 611600 1123514 1123514 OTHER SCHOOL PROGRAMS 611600 718340 718340 27269861 611846 611846 171270 154173 17097 17097 17097 OTHER INCOME 900099 55859 55859 55859 30503335 27325720 0 628943 3414100 3414100 1268330 552416 679224 36690 14437363 12622527 1182816 632020 551633 461423 66418 23792 2135498 1881273 158320 95905 1108180 958856 101691 47633 59565 47912 8563 3090 52656 52656 1966306 1786502 141574 38230 159 129 30 1220928 1106324 90237 24367 GENERAL & ADMINISTRATIV 1246637 881243 315739 49655 ACADEMIC EXPENSES 319147 319147 DEVELOPMENT EXPENSES 267236 63069 149465 54702 OTHER EXPENSES 21572 12696 8390 486 28069310 24107488 2955222 1006600 5287700 6365678 1394604 1611908 1868266 786950 33239 499 395295 432805 43658857 13043042 31223463 30615815 35893923 33618490 423978 87115 76520468 73519260 603388 498056 11355421 11633525 387670 353827 12346479 12485408 X 43485573 43108895 20688416 17924957 64173989 61033852 76520468 73519260 X 2434025 -5536931 -37231 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35506253 3675645 -4912677 1004558 33264663 18077512 12581325 5532416 685000 35506253 14894761 2534853 647898 18077512 11925441 3168200 316788 469235 46433 14894761 10328283 1064865 1008722 429700 46729 11925441 0.50200 0.43710 0.06090 0 0 12675104 12675104 26188441 8959922 17228519 4028454 3655187 373267 766858 427933 338925 30615815 DEFERRED COMPENSATION LIABILITY 353827 353827 21515073 -5536931 -37231 -5574162 27089235 3414100 3414100 30503335 24655210 0 24655210 3414100 3414100 28069310 PART V, LINE 4: TO FURTHER ENHANCE THE EDUCATIONAL MISSION OF THE ORGANIZATION AND PROVIDE LONG TERM STABILITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST -37,231. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,414,100. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,414,100. 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 110 3414100 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 STEVE WILKINS HEAD MENTOR (PAST HEAD OF SCHOOL) 333818 0 0 0 0 0 13650 0 23498 0 370966 0 0 0 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 247114 0 0 0 0 0 29642 0 35653 0 312409 0 0 0 RENEE GREENFIELD HEAD OF SCHOOL 163286 0 0 0 0 0 6875 0 32500 0 202661 0 0 0 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 158444 0 0 0 0 0 8432 0 28321 0 195197 0 0 0 DEBORAH MCCARTHY CFO 136945 0 0 0 0 0 6855 0 28871 0 172671 0 0 0 NAOMI HITCHCOCK DIRECTOR OF DEVELOPMENT 129101 0 0 0 0 0 6554 0 32753 0 168408 0 0 0 STACEY DANIELS CHIEF ENROLLMENT AND FA OFFICER 122183 0 0 0 0 0 6873 0 37454 0 166510 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 9 206950 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 AND THE SCHOOL'S FINANCE COMMITTEE. THE FINANCE COMMITTEE APPROVES THE FORM 990 BEFORE FILING. BOARD OF TRUSTEE MEMBERS ARE GIVEN ACCESS TO THE FORM 990 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 XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST -37,231. 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 257500 THE CARROLL SCHOOL