ACADEMY AT CHARLEMONT: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY AT CHARLEMONT (EIN 04-2724993)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349318202
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T21:38:18-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061053627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNELL PACE & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 SILAS DEANE HWY STE 301 | AddressLine1Txt |
| City | WETHERSFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042724993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY AT CHARLEMONT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 4133394912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 MOHAWK TRAIL ROUTE 2 | AddressLine1Txt |
| City | CHARLEMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY BORROR JACKSON | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4133394912 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIO PACE | PreparerPersonNm |
| PTIN | P00171616 | PTIN |
| Phone | 8602473917 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHELLEY BORROR JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 MOHAWK TRAIL ROUTE 2 | AddressLine1Txt |
| City | CHARLEMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,224,101 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CHARLEMONT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | NURTURES CREATIVITY, INDEPENDENT THINKING AND EMPATHY SO THAT OUR STUDENTS BECOME THEIR BEST SELVES | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $685,330 | PYContributionsGrantsAmt |
| CY Contributions Grants | $437,860 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,539,259 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,712,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,461 | PYInvestmentIncomeAmt |
| CY Investment Income | $54,166 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,355 | PYOtherRevenueAmt |
| CY Other Revenue | $13,843 | CYOtherRevenueAmt |
| PY Total Revenue | $3,240,405 | PYTotalRevenueAmt |
| CY Total Revenue | $3,218,271 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,172,125 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,176,324 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,324,831 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,429,066 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,367 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $710,343 | PYOtherExpensesAmt |
| CY Other Expenses | $649,295 | CYOtherExpensesAmt |
| PY Total Expenses | $3,207,299 | PYTotalExpensesAmt |
| CY Total Expenses | $3,254,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$36,414 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,929,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,875,252 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,213,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,195,632 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,716,034 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,679,620 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ACADEMY AT CHARLEMONT DELIVERS A RIGOROUS EDUCATION AND FOSTERS JOYFUL ENGAGEMENT, ACTIVE CITIZENSHIP, AND THE DESIRE FOR JUSTICE IN EACH STUDENT. OUR COMMUNITY NUTURES CREATIVITY, INDEPENDENT THINKING, AND EMPATHY SO THAT OUR STUDENTS BECOME THEIR BEST SELVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,836,046 | ExpenseAmt |
| Grant | $1,176,324 | GrantAmt |
| Revenue | $2,712,402 | RevenueAmt |
| Desc | THE ACADEMY IS A PUBLIC-SPIRITED INDEPENDENT SCHOOL THAT COMBINES THE BEST OF THE CLASSICAL ACADEMIC TRADITION WITH A VISIBLE COMMITMENT TO BUIDLING AND SUSTAINING COMMUNITY. WE BELIEVE THAT THE ACADEMIC, LIBERAL ARTS TRADITION IS A CHALLENGING, INTELLECTUALLY STIMULATING GROUND ON WHICH YOUNG PEOPLE CAN BOTH LEARN TO USE THEIR MINDS WELL, AND FURNISH THOSE MINDS WITH THE KIND OF BROAD, BASIC KNOWLEDGE NEEDED TO SUCCEED IN COLLEGE AND AS CITIZENS OF THE WORLD, WE BELEVE IN EMPHASIZING CONNECTIONS AMOUNG THE ACADEMIC DISCIPLINES BECAUSE REAL WORLD CHALLENGES REQUIRE CITIZENS TO THINK BEYOND THE DISCRETE BOUNDARIES OF ACADEMIC DISCIPLINES, TO LOOK AT THINGS FROM MANY DIFFERENT ANGLES. WE BELIEVE THAT A SCHOOL COMMUNITY BASED ON THE VALUES OF SELF-RELIANCE, INDUSTRY, INTEGRITY,AND COMPASSION ENCOURAGES THE DEVELOPMENT OF INTELLECTUAL AND SOCIAL STANDARDS THAT REFLECT THOSE VALUES. WE BELIEVE THAT AFFIRMING THE UNIQUENESS OF EACH INDIVIDUAL AND AT THE SAME TIME INSISTING THAT THE INDIVDUALS SUBSCRIBE TO A SET OF COMMONLY HELD STANDARDS: CIVILITY, RESPECT, CONCERN FOR OTHERS, PRODUCES A HEALTHY TENSION THAT HELPS STUDENTS LEARN, GROW, AND BECOME PRODUCTIVE CITIZENS. | Desc |
| Total Program Service Expenses | $2,836,046 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF NOVICK | PersonNm |
| Phone | 4133394912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 MOHWAK TRAIL ROUTE 2 | AddressLine1Txt |
| City | CHARLEMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01339 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN SCHATZ | ||||||
| ASSOCIATE HE | 40.00 | Yes (X) | $89,791 | $0 | $0 | |
| NEALE GAY | ||||||
| ASSOCIATE HE | 40.00 | Yes (X) | $81,842 | $0 | $2,950 | |
| NORA BATES ZALE | ||||||
| ASSOCIATE HE | 40.00 | Yes (X) | $56,367 | $0 | $10,267 | |
| DONALD YOUNG | ||||||
| TEACHER/TRUS | 40.00 | Yes (X) | $50,684 | $0 | $3,091 | |
| CADEN ADAIR | ||||||
| STUDENT REPR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL CATANZARO | ||||||
| CLERK, ASSIS | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL CORWIN | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TALIA GEE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TUPSHIN HARPER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID HOWE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHELLEY BORROR JACKSON | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HANNAH LESSELS | ||||||
| CLERK/TRUSTE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WILL PAULDING | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CORNELIA REID | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ROSNER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAKA SAARONY | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RYAN SCHIFF | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH SLOWINSKI | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PETER STEVENS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELINOR TODD | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $278,684 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $16,308 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FM KUZMESKUS | |||||
| 52 MAIN ROAD | GILL | MA | 01354 | TRANSPORTATION | $175,066 |
| SMARTROOF CAPITAL LLC | |||||
| 6 SPICE STREET UNIT 5 | CHARLESTOWN | MA | 02129 | ROOF INSTALLING | $103,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $437,860 | AllOtherContributionsAmt |
| Total Contributions | $437,860 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TUITION | $2,583,930 | $2,583,930 |
| STUDENT FEES/SERVICES | $128,472 | $128,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,712,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,166 | TotalRevenueColumnAmt |
| Exclusion | $54,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,673 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,830 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,843 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,218,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,712,402 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $54,166 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,324 | TotalAmt |
| Program Services | $1,176,324 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,010 | TotalAmt |
| Program Services | $972,552 | ProgramServicesAmt |
| Management And General | $245,428 | ManagementAndGeneralAmt |
| Fundraising | $13,030 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,030 | TotalAmt |
| Program Services | $70,338 | ProgramServicesAmt |
| Management And General | $17,750 | ManagementAndGeneralAmt |
| Fundraising | $942 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,026 | TotalAmt |
| Program Services | $86,136 | ProgramServicesAmt |
| Management And General | $21,736 | ManagementAndGeneralAmt |
| Fundraising | $1,154 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,763 | TotalAmt |
| Management And General | $11,763 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,885 | TotalAmt |
| Program Services | $16,885 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,327 | TotalAmt |
| Management And General | $24,327 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,507 | TotalAmt |
| Program Services | $19,363 | ProgramServicesAmt |
| Management And General | $4,885 | ManagementAndGeneralAmt |
| Fundraising | $259 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,643 | TotalAmt |
| Program Services | $6,643 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,441 | TotalAmt |
| Program Services | $82,732 | ProgramServicesAmt |
| Management And General | $22,760 | ManagementAndGeneralAmt |
| Fundraising | $949 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,066 | TotalAmt |
| Program Services | $175,066 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,245 | TotalAmt |
| Program Services | $20,245 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,422 | TotalAmt |
| Program Services | $56,567 | ProgramServicesAmt |
| Management And General | $18,101 | ManagementAndGeneralAmt |
| Fundraising | $754 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,874 | TotalAmt |
| Program Services | $20,905 | ProgramServicesAmt |
| Management And General | $6,690 | ManagementAndGeneralAmt |
| Fundraising | $279 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM SERVICES | $122,375 | $122,375 | |
| DUES AND SUBSCRIPTION | $21,615 | $21,615 | |
| BAD DEBT | $9,915 | $9,915 | |
| MISCELLANEOUS | $6,217 | $6,217 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,254,685 | TotalAmt |
| Program Services | $2,836,046 | ProgramServicesAmt |
| Management And General | $401,272 | ManagementAndGeneralAmt |
| Fundraising | $17,367 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,159 | BOYAmt |
| EOY | $371,684 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,393 | BOYAmt |
| EOY | $284,346 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,443 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,524 | BOYAmt |
| EOY | $45,381 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,074 | BOYAmt |
| EOY | $25,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,017,527 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,625,094 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,315 | BOYAmt |
| EOY | $1,392,433 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,354 | BOYAmt |
| EOY | $748,306 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,937 | BOYAmt |
| EOY | $6,708 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,929,199 | BOYAmt |
| EOY | $2,875,252 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,747 | BOYAmt |
| EOY | $185,065 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,478 | BOYAmt |
| EOY | $478,622 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,061 | BOYAmt |
| EOY | $524,277 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,879 | BOYAmt |
| EOY | $7,668 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,165 | BOYAmt |
| EOY | $1,195,632 | 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 | $1,557,772 | BOYAmt |
| EOY | $1,346,314 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,262 | BOYAmt |
| EOY | $333,306 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,716,034 | BOYAmt |
| EOY | $1,679,620 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,929,199 | BOYAmt |
| EOY | $2,875,252 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$36,414 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,511 | BeginningYearBalanceAmt |
| End Year Balance | $187,511 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $381,789 | BeginningYearBalanceAmt |
| Contributions | $44,950 | ContributionsAmt |
| Investment Earnings Or Losses | $80 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,308 | OtherExpendituresAmt |
| Administrative Expenses | $200,000 | AdministrativeExpensesAmt |
| End Year Balance | $187,511 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $381,688 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $101 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $381,789 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $381,667 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $381,688 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $481,511 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $156 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $100,000 | AdministrativeExpensesAmt |
| End Year Balance | $381,667 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $602,045 | OtherCostOrOtherBasisAmt |
| Book Value | $602,045 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,233,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,463,653 | DepreciationAmt |
| Book Value | $769,787 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,128 | DepreciationAmt |
| Book Value | $11,803 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,313 | DepreciationAmt |
| Book Value | $8,798 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,392,433 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO INTERNAL MEMBER GROUPS | Desc |
| Amt | $7,668 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,668 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,047,777 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $5,830 | OtherRevenueAmt |
| Revenue Not Reported | $5,830 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,041,947 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,176,324 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,176,324 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,218,271 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,084,191 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,830 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,830 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,078,361 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,176,324 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,176,324 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,254,685 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EXPENSE 5,830 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | SCHOLARSHIPS 1,176,324 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EXPENSE 5,830 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCGHOLARSHIPS 1,176,324 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $19,673 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $19,673 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,830 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,673 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $19,673 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,830 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,830 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,843 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NEED BASED FINANCIAL AID | GrantTypeTxt |
| Recipient | 77 | RecipientCnt |
| Non Cash Assistance | $1,176,324 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL ASST | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES NEED-BASED FINANCIAL AID GRANTS TO STUDENTS. THE ORGANIZATION REQUIRES APPLICATIONS FOR FINANCIAL AID. THE APPLICATIONS ARE REVIEWED, APPROVED, AND MAITAINED BY THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ACADEMY AT CHARLEMONT DELIVERS A RIGOROUS EDUCATION AND FOSTERS JOYFUL ENGAGEMENT, ACTIVE CITIZENSHIP, AND THE DESIRE FOR JUSTICE IN EACH STUDENT. OUR COMMUNITY NUTURES CREATIVITY, INDEPENDENT THINKING, AND EMPATHY SO THAT OUR STUDENTS BECOME THEIR BEST SELVES. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE ACADEMY IS A PUBLIC-SPIRITED INDEPENDENT SCHOOL THAT COMBINES THE BEST OF THE CLASSICAL ACADEMIC TRADITION WITH A VISIBLE COMMITMENT TO BUIDLING AND SUSTAINING COMMUNITY. WE BELIEVE THAT THE ACADEMIC, LIBERAL ARTS TRADITION IS A CHALLENGING, INTELLECTUALLY STIMULATING GROUND ON WHICH YOUNG PEOPLE CAN BOTH LEARN TO USE THEIR MINDS WELL, AND FURNISH THOSE MINDS WITH THE KIND OF BROAD, BASIC KNOWLEDGE NEEDED TO SUCCEED IN COLLEGE AND AS CITIZENS OF THE WORLD, WE BELEVE IN EMPHASIZING CONNECTIONS AMOUNG THE ACADEMIC DISCIPLINES BECAUSE REAL WORLD CHALLENGES REQUIRE CITIZENS TO THINK BEYOND THE DISCRETE BOUNDARIES OF ACADEMIC DISCIPLINES, TO LOOK AT THINGS FROM MANY DIFFERENT ANGLES. WE BELIEVE THAT A SCHOOL COMMUNITY BASED ON THE VALUES OF SELF-RELIANCE, INDUSTRY, INTEGRITY,AND COMPASSION ENCOURAGES THE DEVELOPMENT OF INTELLECTUAL AND SOCIAL STANDARDS THAT REFLECT THOSE VALUES. WE BELIEVE THAT AFFIRMING THE UNIQUENESS OF EACH INDIVIDUAL AND AT THE SAME TIME INSISTING THAT THE INDIVDUALS SUBSCRIBE TO A SET OF COMMONLY HELD STANDARDS: CIVILITY, RESPECT, CONCERN FOR OTHERS, PRODUCES A HEALTHY TENSION THAT HELPS STUDENTS LEARN, GROW, AND BECOME PRODUCTIVE CITIZENS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF TRUSTEES AUTHORIZED THE AUDIT COMMITTEE TO REVIEW THE FORM 990 AND THE HEADS OF SCHOOL TO REVIEW AND APPROVE THE FORM 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE HEADS OF SCHOOL MONITOR COMPLIANCE WITH THE POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE HEADS OF SCHOOL'S COMPENSATION IS DETERMINED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. COMPARABILITY DATA IS USED IN SETTING THE COMPENSATION FOR THE HEADS OF SCHOOL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST,POLICY,AND FINANCIAL STATEMENTYS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | FUNDRAISING EXPENSE 5,830 SCHOLARSHIPS -1,176,324 FUNDRAISING EXPENSE -5,830 SCGHOLARSHIPS 1,176,324 |
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