2025-04-30T08:46:44-05:00 2024-06-30 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2023-07-01 042104720 MEADOWBROOK SCHOOL OF WESTON INCORPORATED MEAD 7818941193 10 FARM ROAD WESTON MA 02493 ARVIND S GROVER HEAD OF SCHOOL 7818941193 2025-04-29 1 0 KAREN LO P01434915 6179129000 2025-04-29 2023 2025-03-06 01:10:19Z ARVIND S GROVER 10 FARM ROAD WESTON MA 02493 60883038 0 X WWW.MEADOWBROOK-MA.ORG X 1923 MA A CO-EDUCATIONAL INDEPENDENT DAY SCHOOL FOR STUDENTS IN GRADES JUNIOR KINDERGARTEN THROUGH EIGHT, MEADOWBROOK INSPIRES CHILDREN TO LIVE WITH PURPOSE, LEARN WITH PASSION AND LEAD BY PRACTICE. 30 30 251 120 0 0 3389770 3966778 17105403 18644340 587203 1948475 95420 187846 21177796 24747439 1862433 2125954 0 0 13986577 14084088 0 120000 1255201 7695440 8181491 23544450 24511533 -2366654 235906 77273779 83187299 28163615 32039859 49110164 51147440 X MEADOWBROOK KNOWS, LOVES, AND CHALLENGES EVERY CHILD. TOGETHER, AS A DIVERSE COMMUNITY WITH HIGH ACADEMIC, ETHICAL AND SOCIAL STANDARDS, WE NURTURE CHARACTER, PROMOTE CONFIDENCE, INSPIRE CREATIVITY AND FOSTER CRITICAL THINKING SKILLS AS WE GUIDE EACH CHILD'S JOURNEY IN THE PURSUIT OF EXCELLENCE. 0 0 13725092 1700288 15494865 THE MEADOWBROOK SCHOOL IS COMMITTED TO PROVIDING AN EXEMPLARY, INSPIRATIONAL PRE-K THROUGH 8TH GRADE EDUCATIONAL EXPERIENCE. AS A DIVERSE COMMUNITY WITH HIGH ACADEMIC STANDARDS, THE SCHOOL NURTURES CHARACTER, PROMOTES CONFIDENCE, INSPIRES CREATIVITY AND FOSTERS CRITICAL THINKING SKILLS AS IT GUIDES EACH CHILD'S JOURNEY IN THE PURSUIT OF EXCELLENCE. IN TAX YEAR 2023, THE SCHOOL ENROLLED 315 STUDENTS IN 10 GRADE LEVELS FROM JUNIOR KINDERGARTEN THROUGH GRADE 8. THE ENTIRE CLASS OF 35 EIGHTH GRADERS GRADUATED IN JUNE 2024, GARNERING MANY NATIONAL AWARDS IN MATH AND LANGUAGES, AS WELL AS LOCAL AWARDS IN SCHOLASTIC ART AND WRITING. 2015356 204934 2271053 BRANCHES AT MEADOWBROOK PROVIDES A WIDE RANGE OF SUMMER PROGRAMMING INCLUDING A TRADITIONAL DAY CAMP AND RECREATIONAL PROGRAMS OF UP TO 8 WEEKS DURATION TO TOTAL OF 723 CHILDREN RANGING FROM THOSE ENTERING KINDERGARTEN THROUGH GRADE 9. 995891 220732 901947 MEADOWBROOK AUXILIARY PROGRAMS PROVIDE AFTER SCHOOL PROGRAMMING INCLUDING STUDY SUPPORT, AFTER SCHOOL CARE AND AFTER SCHOOL ENRICHMENT PROGRAMS. 16736339 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 110 0 1 251 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 0 1 1 1 1 1 1 1 0 MA X JANE SEGALE 7818941193 10 FARM ROAD WESTON MA 02493 ARIANN WILLIAMS TRUSTEE 2.00 X 0 0 0 ARATHI REDDY TRUSTEE 2.00 X 0 0 0 BRYAN KRAUSE TRUSTEE 2.00 X 0 0 0 CHRISTOPHER FARRINGTON TRUSTEE 2.00 X 0 0 0 CHRISTOPHER PARRIS TRUSTEE 2.00 X 0 0 0 DAVID NEWBOWER TRUSTEE 2.00 X 0 0 0 ESPERANZA WATKINS TRUSTEE 2.00 X 0 0 0 ETHAN THUROW TRUSTEE 2.00 X 0 0 0 GERALDINE ALIAS TRUSTEE 2.00 X 0 0 0 GISELLE NELSON TRUSTEE 2.00 X 0 0 0 JAMES DAVID TRUSTEE 2.00 X 0 0 0 JED WEISS TRUSTEE 2.00 X 0 0 0 JEN LEE TRUSTEE 2.00 X 0 0 0 JESSICA NIGRELLI TRUSTEE 2.00 X 0 0 0 JON NUGER TRUSTEE 2.00 X 0 0 0 KEARNEY SHANAHAN TRUSTEE 2.00 X 0 0 0 MARNI PAYNE TRUSTEE 2.00 X 0 0 0 MATTHEW MITTELSTADT TRUSTEE 2.00 X 0 0 0 NINA HANLON TRUSTEE 2.00 X 0 0 0 RACHEL RIEMER TRUSTEE 2.00 X 0 0 0 RUDINA SESERI TRUSTEE 2.00 X 0 0 0 RYAH WHALEN TRUSTEE 2.00 X 0 0 0 SUZANNE FOLEY TRUSTEE 2.00 X 0 0 0 TARJA VUOLTEENAHO TRUSTEE 2.00 X 0 0 0 TIMOTHY MACK TRUSTEE 2.00 X 0 0 0 BRIAN SUNG PRESIDENT 5.00 X X 0 0 0 NICOLE FITZPATRICK VICE PRESIDENT 5.00 X X 0 0 0 MEGAN CRAIGEN VICE PRESIDENT 5.00 X X 0 0 0 VINCENT MONTEMAGGIORE TREASURER 5.00 X X 0 0 0 JENNIFER BLOCK SECRETARY 5.00 X X 0 0 0 ARVIND S GROVER HEAD OF SCHOOL 40.00 X 532764 0 72531 JOHN AUSTIN DIR. OF FIN. & OPS. (UNTIL 02/29/24) 40.00 X 257728 0 48968 MICHELE DALY CHIEF DEVELOPMENT OFFICER 40.00 X 209708 0 64272 KRISTIN EISENHARDT DIR. OF ENROLLMENT MANAGEMENT 40.00 X 195130 0 54905 ALEXANDER SMITH HEAD OF PEOPLE 40.00 X 190501 0 13465 JONATHAN SCHMID DIR. OF INNOVATION & TECHNOLOGY 40.00 X 188902 0 54258 NANCY SIMONS ASSISTANT DIRECTOR OF FINANCE & OPERATIONS 40.00 X 155350 0 13350 PAMELA SCAFATI DIR. OF MARKETING & COMMUNICATIONS 40.00 X 148090 0 10526 MATTHEW FISHBEIN DIRECTOR OF DEVELOPMENT 40.00 X 147151 0 54122 ROBERT RUSSELL DIRECTOR OF IT 40.00 X 144637 0 22933 2169961 0 409330 36 0 1 0 FLIK COMPASS GROUP USA PO BOX 417632 BOSTON MA 022417632 FOOD SERVICES 1014688 LOCAL MOTION OF BOSTON 66B ROCSAM PARK ROD BRAINTREE MA 02184 STUDENT TRANSPORTATION SVCS. 249392 DYNAMIC JANITORIAL CLEANING INC 176 MAIN STREET MILFORD MA 01757 JANITORIAL SERVICES 188815 ACCESSIO STRATEGIES LLC PO BOX 74 PORTSMOUTH NH 03802 CAPITAL CAMPAIGN CONSULTING SERVICES 120000 DEBONAIR LIMOUSINE LLC 30 FRANKLIN STREET READING MA 01867 STUDENT TRANSPORTATION SVCS. 119968 6 3966778 121274 3966778 TUITION 611600 15471340 15471340 DAY CAMP 611600 2271053 2271053 AUXILIARY REVENUE 611600 901947 901947 18644340 678540 678540 44140 8533 35607 35607 35607 37397001 36127066 1269935 1269935 1269935 DEPOSITS 900099 104907 104907 STUDENT ACTIVITY FEES 611600 23525 23525 E-WASTE SALES 900099 1383 1383 22424 22424 152239 24747439 18667865 0 2112796 2125954 2125954 1499554 104912 1090500 304142 9597612 6925955 2379301 292356 495300 372856 111568 10876 1816435 1293895 466026 56514 675187 437976 203792 33419 34085 34085 59241 59241 500 500 120000 120000 62896 62896 1543931 856328 494109 193494 77423 63198 14225 2381401 1450914 754739 175748 348520 240084 108436 953686 810633 123979 19074 10281 5615 4461 205 440946 374804 66142 1757408 1493797 228463 35148 268557 268557 TRANSPORTATION 242616 242616 24511533 16736339 6519993 1255201 10259839 7867710 7959 2855583 1624486 0 116264 4112912 69150 60337 1043587 1371187 65126073 26208141 40446187 38917932 23706307 14496451 13505187 77273779 83187299 1311449 1479383 8937315 12641327 17914851 17919149 28163615 32039859 X 28291110 27094960 20819054 24052480 49110164 51147440 77273779 83187299 235906 1801370 0 X 0 1 X 1 0 X 3451874 4169959 4755450 3389770 3966778 19733831 3451874 4169959 4755450 3389770 3966778 19733831 19733831 922307 1040485 2326624 701862 722680 5713958 14750 128714 143464 25591253 80370260 0.77110 0.75590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 500 500 0 PART II-B, LINE 1: THE ORGANIZATION PAYS MEMBERSHIP DUES TO THE MASSACHUSETTS ASSOCIATION OF NON-PROFIT SCHOOLS AND COLLEGES WHICH MONITORS PROPOSED LEGISLATION IN THE MASSACHUSETTS STATE HOUSE AND MAY ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF INDEPENDENT SCHOOLS. 20520944 1598495 3138253 72178 987344 54532 24143638 19388774 772896 2555864 74314 2122276 20520944 26786075 308030 -5056811 57735 2590785 19388774 20258994 94917 7232894 55928 744802 26786075 19557728 648880 966268 33009 835932 44941 20258994 0.03000 0.72200 0.24800 0 0 5794664 5794664 53688141 21421212 32266929 5081115 4375937 705178 562153 410992 151161 38917932 ISHARES CORE S&P 500 ETF 13505187 F 13505187 X 24213669 1801370 -2280777 -479407 24693076 62896 -8533 54363 24747439 22176393 8533 8533 22167860 62896 2280777 2343673 24511533 PART V, LINE 4: THE PRIMARY OBJECTIVE OF THE ENDOWMENT IS TO PROVIDE A REASONABLY STABLE AND PREDICTABLE STREAM OF EARNINGS TO SUPPORT THE OPERATIONS OF THE SCHOOL, AND TO PRESERVE AND ENHANCE OVER TIME THE REAL (INFLATION ADJUSTED) VALUE OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE SCHOOL QUALIFIES AS A TAX-EXEMPT, NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. HOWEVER, NET SURPLUS FROM UNRELATED BUSINESS INCOME, IF ANY, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE SCHOOL RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE RELEVANT TAXING AUTHORITIES. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2024 OR 2023. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX AND EXAMINATIONS BY THE UNITED STATES FEDERAL, STATE OR LOCAL AUTHORITIES FOR THREE YEARS FROM THE FILING DATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION AND TRANSPORTATION ASSISTANCE NETTED WITH REVENUE ON AUDITED FS -2,075,843. DAY CAMP FINANCIAL AID NETTED WITH REVENUE ON AUDITED FS -204,934. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -8,533. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 8,533. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION AND TRANSPORTATION ASSISTANCE NETTED WITH REVENUE ON AUDITED FS 2,075,843. DAY CAMP FINANCIAL AID NETTED WITH REVENUE ON AUDITED FS 204,934. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL HAS A LONG STANDING POLICY OF NON-DISCRIMINATORY ADMISSION OF STUDENTS. THE SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, RELIGIOUS AFFILIATION, NATIONAL AND ETHNIC ORIGIN AND QUALIFIED STUDENTS WITH DISABILITIES. THIS POLICY CAN BE FOUND ON THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 DURING THE YEAR ENDED JUNE 30, 2022, THE SCHOOL CLAIMED AN EMPLOYEE RETENTION TAX CREDIT (ERTC) IN THE AMOUNT OF $2,081,181 UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT). THE PURPOSE OF THE ERTC WAS TO GIVE EMPLOYERS A REFUNDABLE TAX CREDIT THAT EQUALS 50% OF THE QUALIFIED WAGES THE EMPLOYER PAYS TO EMPLOYEES AFTER MARCH 12, 2020, AND BEFORE JANUARY 1, 2021. TO CLAIM THE CREDIT, EMPLOYERS MUST HAVE EXPERIENCED ECONOMIC HARDSHIP DUE TO A FULL OR PARTIAL SUSPENSION OF OPERATIONS DUE TO COVID-19, OR A SIGNIFICANT DECREASE IN GROSS CASH RECEIPTS. THE SCHOOL RECORDED THE TOTAL ERTC REFUND AMOUNT DURING THE YEAR ENDED JUNE 30, 2022 AND RECORDED AN ADDITIONAL $156,158 DURING THE YEAR ENDED JUNE 30, 2023 AS A COMPONENT OF NONOPERATING ACTIVITIES ON THE ACCOMPANYING STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2023, THE ERTC RECEIVABLE TOTALED $1,624,486. IT WAS RECEIVED DURING THE YEAR ENDED JUNE 30, 2024. 0 ACCESSIO STRATEGIES LLC PO BOX 74 PORTSMOUTH NH 03802 ADVISING ON PROSPECT STRATEGIES 0 0 120000 0 120000 MA 1 TUITION 43 1664177 FAIR MARKET VALUE CREDITS APPLIED TO INDIVIDUAL'S ACCOUNT SUMMER PROGRAM 230 204934 FAIR MARKET VALUE CREDITS APPLIED TO INDIVIDUAL'S ACCOUNT AFTER SCHOOL 31 171045 FAIR MARKET VALUE CREDITS APPLIED TO INDIVIDUAL'S ACCOUNT FIELD TRIPS 12 31197 FAIR MARKET VALUE CREDITS APPLIED TO INDIVIDUAL'S ACCOUNT TRANSPORTATION 3 20487 FAIR MARKET VALUE CREDITS APPLIED TO INDIVIDUAL'S ACCOUNT TESTING (ACADEMIC) 4 13060 FAIR MARKET VALUE CREDITS APPLIED TO STUDENT'S ACCOUNT AND DIRECT PAYMENT TO PROVIDER OTHER (BOOKS, ACTIVITY FEES, ETC.) 36 9729 FAIR MARKET VALUE CREDITS APPLIED TO STUDENT'S ACCOUNT AND DIRECT PAYMENT TO PROVIDER TECHNOLOGY 3 6605 FAIR MARKET VALUE COST OF DEVICES PROVIDED TO STUDENTS LEARNING LAB 3 4720 FAIR MARKET VALUE CREDITS APPLIED TO STUDENT'S ACCOUNT AND DIRECT PAYMENT TO PROVIDER PART I, LINE 2: FINANCIAL ASSISTANCE IS ISSUED IN THE FORM OF CREDITS APPLIED TO THE INDIVIDUAL'S ACCOUNT TO OFFSET CHARGES INCURRED FOR TUITION FEES, AFTER SCHOOL PROGRAMS, LEARNING LAB AND TESTING FEES, FIELD TRIP FEES, FEES RELATED TO OUR LAPTOP PROGRAM, AND OTHER MISCELLANEOUS CHARGES THAT MAY BE INCURRED IN THE COURSE OF BEING A STUDENT AT THE SCHOOL. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 ARVIND S GROVER HEAD OF SCHOOL 381376 0 0 0 151388 0 26693 0 45838 0 605295 0 0 0 JOHN AUSTIN DIR. OF FIN. & OPS. (UNTIL 02/29/24) 246838 0 0 0 10890 0 16311 0 32657 0 306696 0 0 0 MICHELE DALY CHIEF DEVELOPMENT OFFICER 201783 0 0 0 7925 0 15469 0 48803 0 273980 0 0 0 KRISTIN EISENHARDT DIR. OF ENROLLMENT MANAGEMENT 187069 0 0 0 8061 0 13822 0 41083 0 250035 0 0 0 JONATHAN SCHMID DIR. OF INNOVATION & TECHNOLOGY 180796 0 0 0 8106 0 13366 0 40892 0 243160 0 0 0 ALEXANDER SMITH HEAD OF PEOPLE 184206 0 0 0 6295 0 12897 0 568 0 203966 0 0 0 MATTHEW FISHBEIN DIRECTOR OF DEVELOPMENT 141819 0 0 0 5332 0 10279 0 43843 0 201273 0 0 0 NANCY SIMONS ASSISTANT DIRECTOR OF FINANCE & OPERATIONS 148281 0 0 0 7069 0 10504 0 2846 0 168700 0 0 0 ROBERT RUSSELL DIRECTOR OF IT 139666 0 0 0 4971 0 7151 0 15782 0 167570 0 0 0 PAMELA SCAFATI DIR. OF MARKETING & COMMUNICATIONS 141602 0 0 0 6488 0 9904 0 622 0 158616 0 0 0 PART I, LINE 1A DISCRETIONARY SPENDING ACCOUNT IS A SET ASIDE AMOUNT FOR THE HEAD OF SCHOOL'S TRAVEL AND ENTERTAINMENT EXPENSES. THESE EXPENSES MUST BE SUBSTANTIATED BY RECEIPTS AND LEGITIMATE BUSINESS PURPOSE, AND AS SUCH ARE NOT TAXABLE. HOUSING BENEFIT WAS PROVIDED TO THE HEAD OF SCHOOL. THIS AMOUNT WAS PAID OUT AS A CASH ALLOWANCE AND TREATED AS TAXABLE COMPENSATION TO THE HEAD OF SCHOOL. BY CONTRACT, HEAD OF SCHOOL RECEIVES A TOP HAT TUITION REMISSION BENEFIT. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2021-12-01 18037000 REFUNDING OF 2016 BONDS. 0 0 0 A 18037000 200126 17836874 2021 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 X 11 121274 FAIR MARKET VALUE. 0 0 1 0 PART I, COLUMN (B): THE SCHOOL IS REPORTING THE NUMBER OF STOCK GIFTS RECEIVED ON THE NUMBER OF CONTRIBUTIONS, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE BUSINESS OFFICE RECEIVES FROM ITS INDEPENDENT ACCOUNTING FIRM AN ANNUAL QUESTIONNAIRE SOLICITING INFORMATION FOR THE PREPARATION OF FORM 990. THE QUESTIONNAIRE IS COMPLETED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND RETURNED TO THE ACCOUNTING FIRM, WHICH PREPARES A DRAFT. THE DRAFT IS DISTRIBUTED TO THE HEAD OF SCHOOL AS WELL AS THE SCHOOL'S BOARD TREASURER, PRESIDENT, AND CHAIRS OF THE FINANCE AND AUDIT COMMITTEES FOR THEIR REVIEW. THE FORM 990 IS THEN FINALIZED AND FILED WITH THE IRS AND A PUBLIC DISCLOSURE COPY OF THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTANDS THE SCHOOL IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE POLICY REQUIRES THAT ANY POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED BY THE SIGNATORY TO THE FULL BOARD ANNUALLY, WITH UPDATES IN THE EVENT OF CHANGED CIRCUMSTANCES. THE HEAD OF SCHOOL, PRESIDENT OF THE BOARD AND CHAIRPERSON OF THE COMMITTEE ON TRUSTEES ARE INDIVIDUALLY AND JOINTLY CHARGED WITH ADMINISTERING THE POLICY. ANY TRUSTEE HAVING A PERSONAL INTEREST IN A GIVEN TRANSACTION OR OTHER RELATIONSHIP SHALL NOT PARTICIPATE IN THE DISCUSSION OF THAT TRANSACTION OR RELATIONSHIP, EXCEPT TO RESPOND TO QUESTIONS FROM OR PROVIDE INFORMATION REQUESTED BY THE TRUSTEES, SHALL SPECIFICALLY ABSTAIN FROM VOTING ON THE TRANSACTION OR RELATIONSHIP, AND SHALL NOT BE COUNTED TOWARD A QUORUM FOR PURPOSES OF THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, EVERY EMPLOYEE PREPARES GOALS WHICH ARE USED TO EVALUATE INDIVIDUAL PERFORMANCE. TEACHING FACULTY ARE SUBJECT TO SALARIED COMPENSATION BASED ON AN OBJECTIVE "STEP" SCALE (I.E. SALARY IS DETERMINED BY YEARS OF SERVICE). STAFF ARE ALSO SALARIED AND RECEIVE A STANDARD ANNUAL INCREASE TO ADJUST FOR INFLATION. THE HEAD OF SCHOOL'S PERFORMANCE AND COMPENSATION IS REVIEWED AND DETERMINED BY A SUB-COMMITTEE OF THE BOARD AND SUBJECT TO APPROVAL BY THE EXECUTIVE COMMITTEE AND THE BOARD OF TRUSTEES. THE ANNUAL COMPENSATION PROCESS INVOLVES ATTENTION TO AND AVOIDANCE OF CONFLICTS OF INTEREST, USE OF COMPARABILITY DATA GATHERED AND CONTEMPORANEOUS DOCUMENTATION OF THE MEETINGS, DELIBERATIONS AND DECISIONS. THERE IS NO FORMAL INCENTIVE-BASED COMPENSATION POLICY THROUGHOUT THE ENTITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 WITHOUT SCHEDULE B AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE FORM 990 WITHOUT SCHEDULE B CAN ALSO BE ACCESSED VIA CANDID (FORMERLY KNOWN AS GUIDESTAR) AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.