2025-05-13T09:48:31-05:00 2024-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2023-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 DEB MCCARTHY CFO 7812598342 2025-05-12 1 0 STEPHEN M SNOW P00641289 7813564800 2023 2025-03-06 01:10:19Z DEBORAH MCCARTHY 25 BAKER BRIDGE ROAD LINCOLN MA 01773 34886296 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. 27 27 332 151 0 0 6334623 2749538 28332167 30212675 931972 1241551 111718 177461 35710480 34381225 3545135 4259588 0 0 19775954 21422796 0 0 1252296 6081343 6795804 29402432 32478188 6308048 1903037 84066509 91739760 13032776 13493325 71033733 78246435 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 25641005 4090650 28180191 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 454 STUDENTS. 900935 132000 1314429 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 191 STUDENTS. 435582 144467 OTHER PROGRAM SERVICES - GARSIDE INSTITUE FOR TEACHER TRAINING (GIFTT) PROGRAMS, MASTERS PROGRAM, AND MATH & TEACHER WORKSHOPS 410161 248250 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. 200161 36938 502799 OTHER PROGRAM SERVICES - AFTER SCHOOL PROGRAM. 610322 36938 751049 27587844 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 75 0 332 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 PLANNING COMMITTEE 1.00 X 0 0 0 HEIDI WEBSTER CHAIR FAMED COMMITTEE 1.00 X 0 0 0 LAWSON ALBRIGHT TRUSTEE 1.00 X 0 0 0 AMY ANDERSON TRUSTEE 1.00 X 0 0 0 ERNIE ANGUILLA 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 ELEANOR GILBANE 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 MARY LOEKEN PHD TRUSTEE 1.00 X 0 0 0 CHRISTINE MARAGANORE TRUSTEE 1.00 X 0 0 0 LIZ MORNINGSTAR TRUSTEE 1.00 X 0 0 0 PAUL RODRIGUEZ 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 JUDI SELDIN ASSISTANT HEAD OF SCHOOL (THRU 6/24) 40.00 X 327825 0 60001 RENEE GREENFIELD HEAD OF SCHOOL 40.00 X 314301 0 49962 DEBORAH MCCARTHY CFO 40.00 X 145847 0 41310 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 40.00 X 168295 0 42942 STACEY DANIELS CHIEF ENROLLMENT AND FA OFFICER 40.00 X 135842 0 50262 GRETCHEN MCAULIFFE DIRECTOR OF HUMAN RESOURCES 40.00 X 119940 0 39659 ALLISON WEST MIDDLE SCHOOL DIV. HEAD 40.00 X 130808 0 11789 MARGARET KUZMICZ LOWER SCHOOL CAMPUS ADMIN. 40.00 X 128241 0 8143 STEVE WILKINS FORMER HEAD OF SCHOOL 0.00 X 184383 0 0 1655482 0 304068 19 1 1 0 ROOTSTOCK PHILANTHROPY LLC 23 BITTERSWEET LANE CUMBERLAND CENTER ME 04021 INTERIM DIR. OF ADV 164100 NEOMIND LABS 1735 MARKET STREET SUITE A420 PHILADELPHIA PA 19103 APP DEVELOPMENT 119823 FINALSITE 655 WINDING BROOK DRIVE GLASTONBURY CT 06033 WEBSITE DEVELOPMENT 103188 3 2749538 153039 2749538 TUITON AND FEES 611600 28032731 28032731 SUMMER PROGRAMS 611600 1286500 1286500 OTHER SCHOOL PROGRAMS 611600 893444 893444 30212675 1226622 1226622 520000 505071 14929 14929 14929 OTHER INCOME 900099 177461 177461 177461 34381225 30390136 0 1241551 4259588 4259588 1022241 288885 714097 19259 16143579 14066158 1497768 579653 676561 567209 82454 26898 2367288 2100363 168111 98814 1213127 1024701 146188 42238 47315 40639 5341 1335 99398 99398 2160380 1957607 159659 43114 1240915 1124435 91714 24766 GENERAL & ADMINISTRATIV 1938192 1140395 569359 228438 ACADEMIC EXPENSES 864593 849443 14405 745 DEVELOPMENT EXPENSES 405391 143345 81446 180600 OTHER EXPENSES 39620 25076 8108 6436 32478188 27587844 3638048 1252296 2046594 4373665 5536963 2922805 324548 504871 67208 70510 525460 570569 45108952 15364446 30191549 29744506 45374187 53552834 84066509 91739760 493229 606712 12313344 12604036 226203 282577 13032776 13493325 X 47401406 51550274 23632327 26696161 71033733 78246435 84066509 91739760 1903037 5309665 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45147984 3306675 6475598 1660000 53270257 33264663 8539227 4606668 1262574 45147984 35506253 3675645 -4912677 1004558 33264663 18077512 12581325 5532416 685000 35506253 14894761 2534853 647898 18077512 0.51780 0.36450 0.11770 0 0 12675104 12675104 27159680 10952289 16207391 4468883 3941918 526965 805285 470239 335046 29744506 DEFERRED COMPENSATION LIABILITY 282577 282577 35431302 5309665 5309665 30121637 4259588 4259588 34381225 28218600 0 28218600 4259588 4259588 32478188 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 4,259,588. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,259,588. 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 111 4259588 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 JUDI SELDIN ASSISTANT HEAD OF SCHOOL (THRU 6/24) 305325 0 0 0 22500 0 17856 0 42145 0 387826 0 0 0 RENEE GREENFIELD HEAD OF SCHOOL 314301 0 0 0 0 0 15531 0 34431 0 364263 0 0 0 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 168295 0 0 0 0 0 10047 0 32895 0 211237 0 0 0 DEBORAH MCCARTHY CFO 145847 0 0 0 0 0 8523 0 32787 0 187157 0 0 0 STACEY DANIELS CHIEF ENROLLMENT AND FA OFFICER 135842 0 0 0 0 0 8493 0 41769 0 186104 0 0 0 STEVE WILKINS FORMER HEAD OF SCHOOL 0 0 0 0 184383 0 0 0 0 0 184383 0 0 0 GRETCHEN MCAULIFFE DIRECTOR OF HUMAN RESOURCES 119940 0 0 0 0 0 7077 0 32582 0 159599 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 II - STEPHEN WILKINS FORMER HEAD OF SCHOOL AMOUNT REPRESENTS DISTRIBUTION FROM 457(B) PLAN DURING 2023 FOR FORMER HEAD OF SCHOOL WHO RETIRED DURING 2021. NICHOLAS WILKINS SON OF THE FORMER HEAD OF SCHOOL 81503 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 X 13 153039 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 248250 248250 THE CARROLL SCHOOL