2021-05-17T08:39:07-05:00 2020-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2019-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 DEB MCCARTHY CFO 7812598342 2021-05-16 1 DEREK ANTUNES P02009292 7813564800 2019 2022-09-23 18:48:47Z DEB MCCARTHY 25 BAKER BRIDGE ROAD LINCOLN MA 01773 39201637 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 PREPARED TO ENTER OTHER ACADEMIC SETTINGS. 27 27 347 185 0 0 5471110 13748649 23222936 24979832 918446 372964 93787 100192 29706279 39201637 2470381 3122835 0 0 17358485 18083334 0 0 1036606 4433273 4739363 24262139 25945532 5444140 13256105 50900488 65328849 9693634 10732489 41206854 54596360 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 PREPARED TO ENTER OTHER ACADEMIC SETTINGS. 1 0 19723135 3066500 23248952 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 441 STUDENTS. 694627 56335 1286363 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 225 STUDENTS. 651900 48500 CARROLL SCHOOL IS INVOLVED WITH PROJECTS RELATED TO TARGETED COGNITIVE INITIATIVES. CARROLL'S VISION IS THAT THESE PROJECTS WILL LEAD US TO THE MOST EFFECTIVE PROGRAMS TO HELP REMEDIATE THE DIFFICULTIES THAT DEFINE LANGUAGE-BASED LEARNING DIFFERENCES, SUCH AS DYSLEXIA. 718269 496209 OTHER PROGRAM SERVICES - INSTITUTE FOR TEACHER AND PARENT TRAINING PROGRAMS, CENTER FOR INNOVATIVE EDUCATION AND AFTER SCHOOL PROGRAMS. 105345 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. 823614 496209 21893276 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 1 1 1 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 0 1 70 0 347 1 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 DEB MCCARTHY 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 RICHARD WATERS CHAIR 3.00 X X 0 0 0 JENNIFER FULTON CO-VICE CHAIR 1.00 X X 0 0 0 ZACHARY MARTIN CO-VICE CHAIR 1.00 X X 0 0 0 DEVIN O'REILLY 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 STEVE ANGELI TRUSTEE 1.00 X 0 0 0 JOHNATHAN BLACK TRUSTEE 1.00 X 0 0 0 CHARLES BRIZIUS TRUSTEE 1.00 X 0 0 0 ANDREA BROOKS TRUSTEE 1.00 X 0 0 0 MICHAEL CHAMPA TRUSTEE 1.00 X 0 0 0 TIMOTHY CONNELLY 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 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 JOSHUA LEVY TRUSTEE 1.00 X 0 0 0 CHRISTINE MARAGANORE TRUSTEE 1.00 X 0 0 0 JENNIFER MUGAR TRUSTEE 1.00 X 0 0 0 HARRY NUDELMAN TRUSTEE 1.00 X 0 0 0 GREGORY O'BRIEN TRUSTEE 1.00 X 0 0 0 THOMAS O'BRIEN TRUSTEE 1.00 X 0 0 0 LAURA REHNERT TRUSTEE 1.00 X 0 0 0 AMANDA RODRIGUEZ TRUSTEE 1.00 X 0 0 0 MICHAEL SIMON TRUSTEE 1.00 X 0 0 0 HEIDI WEBSTER TRUSTEE 1.00 X 0 0 0 WILLIE YANDOW TRUSTEE 1.00 X 0 0 0 STEVE WILKINS HEAD OF SCHOOL 40.00 X 360952 0 37839 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 40.00 X 217822 0 41693 DEBORAH MCCARTHY CFO 40.00 X 127990 0 34222 JENNIFER BROCK HEAD OF PRODUCT/COG. INTER 40.00 X 149631 0 34875 LAWRENCE BROWN DIVISION HEAD MIDDLE SCHOOL 40.00 X 129995 0 17268 SUSAN KINGMAN LOWER SCHOOL DIV. HEAD 40.00 X 123308 0 7437 NAOMI HITCHCOCK DIRECTOR OF DEVELOPMENT 40.00 X 118938 0 44608 ALLISON WEST MIDDLE SCHOOL DIV. HEAD 40.00 X 109002 0 12612 1337638 0 230554 12 0 1 0 CE FLOYD COMPANY INC 135 SOUTH ROAD BEDFORD MA 01730 CONTRACT & CONSTRUCT 1877466 COMPLETE INDUSTRIAL CLEANING INC 80 NEW SALEM STREET 7 WAKEFIELD MA 01880 CLEANING SERVICE 195453 CROSS SERVICES GROUP 19 TECH CIRCLE NATICK MA 01760 LANDSCAPE DESIGN 191744 DLA PIPER LLP PO BOX 75190 BALTIMORE MD 21275 LEGAL SERVICES 159004 Z DATA INC 408 W IDAHO STREET BOISE ID 83702 IT SERVICE MANAGEMENT 138990 7 13748649 246693 13748649 TUITON AND FEES 611600 23216360 23216360 SUMMER PROGRAMS 611600 1269228 1269228 OTHER SCHOOL PROGRAMS 611600 494244 494244 24979832 372964 372964 OTHER INCOME 900099 100192 100192 100192 39201637 25080024 0 372964 400000 400000 2722835 2722835 823580 297050 506727 19803 13614767 11724993 1285844 603930 498664 403818 67953 26893 2101227 1770201 213140 117886 1045096 879589 120883 44624 55232 46752 6784 1696 51000 51000 1534441 1390851 113060 30530 4426 2942 584 900 1277648 1157720 94429 25499 GENERAL & ADMINISTRATIV 1258476 716130 482205 60141 ACADEMIC EXPENSES 312101 306751 5031 319 DEVELOPMENT EXPENSES 187712 54462 30750 102500 OTHER EXPENSES 58327 19182 37260 1885 25945532 21893276 3015650 1036606 3389235 5060396 2347784 5103683 1475585 2929039 53603 76085 1539670 180431 43865585 10893947 25372361 32971638 15117240 18355372 1605010 652205 50900488 65328849 1076828 388001 8394327 6768428 3298200 222479 277860 9693634 10732489 X 27812353 38030977 13394501 16565383 41206854 54596360 50900488 65328849 X 13256105 318652 -185251 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14894761 2534853 647898 18077512 11925441 3168200 316788 469235 46433 14894761 10328283 1064865 1008722 429700 46729 11925441 7700695 1710498 1291711 340430 34191 10328283 5226847 2879213 -67968 311564 25833 7700695 0.36610 0.53760 0.09630 0 0 13705104 13705104 25775705 7283904 18491801 3851936 3292169 559767 532840 317874 214966 32971638 DEFERRED COMPENSATION LIABILITY 277860 277860 36812196 318652 14742 333394 36478802 2722835 2722835 39201637 23422690 199993 199993 23222697 2722835 2722835 25945532 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 14,742. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,722,835. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTION EXPENSE - LAND 199,993. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,722,835. 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 MASSACHUSETTS AUDUBON SOCIETY INC 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 400000 FMV LAND DONATION LAND DONATION 1 FINANCIAL AID 100 2722835 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 AWARDING THE GRANTS AND FOR THE OVERSIGHT OF THEM. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 STEVE WILKINS HEAD OF SCHOOL 341952 0 0 0 19000 0 14000 0 23839 0 398791 0 0 0 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 198822 0 0 0 19000 0 9821 0 31872 0 259515 0 0 0 DEBORAH MCCARTHY CFO 127990 0 0 0 0 0 5585 0 28637 0 162212 0 0 0 JENNIFER BROCK HEAD OF PRODUCT/COG. INTER 149631 0 0 0 0 0 7925 0 26950 0 184506 0 0 0 NAOMI HITCHCOCK DIRECTOR OF DEVELOPMENT 118938 0 0 0 0 0 6438 0 38170 0 163546 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. 37000 NEED BASED FINANCIAL AID NEED BASED FINANCIAL AID NICHOLAS WILKINS SON OF THE HEAD OF SCHOOL 57751 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 X 6 246693 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE SCHOOL UTILIZES THE SERVICES OF MORGAN STANLEY SMITH BARNEY TO SELL DONATED STOCK. FORM 990, PART III, LINE 2 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. 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, TOP MANAGEMENT OFFICIALS, AND OFFICERS IS DONE BY USING COMPARABILITY DATA BY THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES. 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 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST 14,742. CONTRIBUTION EXPENSE - LAND -199,993. 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 0 0 THE CARROLL SCHOOL