2020-05-13T12:42:55-05:00 2019-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2018-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 RICHARD WATERS CFO 7812598342 2020-05-11 1 DEREK ANTUNES P02009292 7813564800 50.78.249.1 2020-05-11 11:07:15 ED P 3CEF3F34F9007B6B93C041CE1169A0E217DB64C8 D14D535624A4A0CB7EA527B89A3BFA43DA9AA1CB 2018 2021-01-29 14:40:06Z DEB MCCARTHY 25 BAKER BRIDGE ROAD LINCOLN MA 01773 58817031 0 X WWW.CARROLLSCHOOL.ORG X 1952 MA THE CARROLL SCHOOL IS DEDICATED TO MEETING THE EDUCATIONAL NEEDS OF CHILDREN DIAGNOSED WITH LANGUAGE BASED LEARNING DISABILITIES AND TO SUPPORTING THE CONSTITUENCIES THAT SERVE THEM. CARROLL SEEKS A CULTURALLY, ETHNICALLY, AND ECONOMICALLY DIVERSE POPULATION AND IS AN ACTIVE PUBLIC CHAMPION FOR PERSONS WITH LEARNING DISABILITIES. 27 27 333 197 0 0 3976724 5471110 21361085 23222936 770289 918446 189103 93787 26297201 29706279 1891139 2470381 0 0 17051824 17358485 0 0 1053504 4260374 4433273 23203337 24262139 3093864 5444140 45934727 50900488 9198321 9693634 36736406 41206854 X THE CARROLL SCHOOL IS DEDICATED TO MEETING THE EDUCATIONAL NEEDS OF CHILDREN DIAGNOSED WITH LANGUAGE BASED LEARNING DISABILITIES AND TO SUPPORTING THE CONSTITUENCIES THAT SERVE THEM. CARROLL SEEKS A CULTURALLY, ETHNICALLY, AND ECONOMICALLY DIVERSE POPULATION AND IS AN ACTIVE PUBLIC CHAMPION FOR PERSONS WITH LEARNING DISABILITIES. 0 0 18238387 2412643 21837814 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 428 STUDENTS. 726000 57738 1120166 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 206 STUDENTS. 776809 20000 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 DISABILITIES, SUCH AS DYSLEXIA. 763772 502876 OTHER PROGRAM SERVICES - INSTITUTE FOR TEACHER AND PARENT TRAINING PROGRAMS, CENTER FOR INNOVATIVE EDUCATION AND AFTER SCHOOL PROGRAMS. 763772 502876 20504968 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 45 0 333 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 45 WALTHAM ROAD WAYLAND MA 01778 RICHARD WATERS CHAIR 3.00 X X 0 0 0 JENNIFER FULTON CO-VICE CHAIR 1.00 X X 0 0 0 LAURA REHNERT CO-VICE CHAIR 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 CHRISTINE MARAGANORE TRUSTEE 1.00 X 0 0 0 WILLIE YANDOW TRUSTEE 1.00 X 0 0 0 RICHARD CUMMINGS TRUSTEE 1.00 X 0 0 0 JOSHUA LEVY TRUSTEE 1.00 X 0 0 0 THOMAS O'BRIEN TRUSTEE 1.00 X 0 0 0 CHARLES BRIZIUS CO-VICE CHAIR 1.00 X X 0 0 0 ANDREW GRAY TRUSTEE 1.00 X 0 0 0 GWENN SNIDER TRUSTEE 1.00 X 0 0 0 STEVE KAPLAN TRUSTEE 1.00 X 0 0 0 NICOLE GILMORE TRUSTEE 1.00 X 0 0 0 TIMOTHY CONNELLY TRUSTEE 1.00 X 0 0 0 ZACHARY MARTIN TRUSTEE 1.00 X 0 0 0 MICHAEL CHAMPA TRUSTEE 1.00 X 0 0 0 ANDREA BROOKS TRUSTEE 1.00 X 0 0 0 RENA CLARK TREASURER 1.00 X X 0 0 0 COREY GRIFFIN TRUSTEE 1.00 X 0 0 0 KIA MARTIN TRUSTEE 1.00 X 0 0 0 JENNIFER MUGAR TRUSTEE 1.00 X 0 0 0 DEVIN O'REILLY TRUSTEE 1.00 X 0 0 0 MICHAEL SIMON TRUSTEE 1.00 X 0 0 0 AMANDA RODRIGUEZ TRUSTEE 1.00 X 0 0 0 HEIDI WEBSTER TRUSTEE 1.00 X 0 0 0 STEVE WILKINS HEAD OF SCHOOL 40.00 X 326691 0 49712 DEBORAH MCCARTHY CFO 40.00 X 125215 0 24961 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 40.00 X 169017 0 47012 NAOMI HITCHCOCK DIRECTOR OF DEVELOPMENT 40.00 X 116414 0 25704 LAWRENCE BROWN DIVISION HEAD MIDDLE SCHOOL 40.00 X 126623 0 17753 SUSAN KINGMAN LOWER SCHOOL DIV. HEAD 40.00 X 119484 0 7684 JENNIFER BROCK HEAD OF PRODUCT/COG. INTER 40.00 X 147131 0 23057 ALLISON WEST MIDDLE SCHOOL CIRRICULUM DIR. 40.00 X 110501 0 6669 1241076 0 202552 11 0 1 0 COMPLETE INDUSTRIAL CLEANING INC 80 NEW SALEM STREET 7 WAKEFIELD MA 01880 CLEANING SERVICE 199431 CROWLEY'S CLIPPERS INC PO BOX 14 MEDFORD MA 02155 CONTRACT. & CONSTR. 175773 DEWING SCHMID KEARNS 30 MONUMENT SQUARE SUITE 200B CONCORD MA 01742 ARCHITECTURAL SERV. 116724 MINER & KASCH LLC 8174 LARK BROWN RD SUITE 101 ELKRIDGE MD 21075 COGNITIVE CONSULT. 103437 4 5471110 986480 5471110 TUITON AND FEES 611600 21610473 21610473 SUMMER PROGRAMS 611600 1110737 1110737 OTHER SCHOOL PROGRAMS 611600 501726 501726 23222936 845688 845688 28971105 212405 29062480 48272 -91375 164133 72758 164133 -91375 OTHER INCOME 900099 93787 93787 93787 29706279 23480856 0 754313 2470381 2470381 777978 289186 469513 19279 13061769 11271847 1220006 569916 484719 400839 64672 19208 2038872 1753145 202471 83256 995147 838783 115168 41196 21112 19043 2069 37500 37500 46433 46433 1304434 1181844 96677 25913 6926 3952 868 2106 1164966 1055615 86101 23250 GENERAL & ADMINISTRATIV 1058931 726614 251484 80833 ACADEMIC EXPENSES 407421 400190 6971 260 DEVELOPMENT EXPENSES 296742 82919 75989 137834 OTHER EXPENSES 88808 10610 27745 50453 24262139 20504968 2703667 1053504 2961321 3389235 3283144 2347784 1126738 1475585 107044 53603 379497 1539670 35105818 9733457 25557753 25372361 12091017 15117240 428213 1605010 45934727 50900488 336721 1076828 7696024 8394327 1000000 0 165576 222479 9198321 9693634 X 25765604 27812353 3452719 4230148 7518083 9164353 36736406 41206854 45934727 50900488 X 5444140 -390653 -583039 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11925441 3168200 316788 469235 46433 14894761 10328283 1064865 1008722 429700 46729 11925441 7700695 1710498 1291711 340430 34191 10328283 5226847 2879213 -67968 311564 25833 7700695 5377610 26000 165457 293407 48813 5226847 0.43300 0.47800 0.08900 0 0 6576675 6576675 22598827 6398436 16200391 3570936 3000612 570324 2359380 334409 2024971 25372361 DEFERRED COMPENSATION LIABILITY 222479 222479 26810980 -390653 -34265 -424918 27235898 2470381 2470381 29706279 22340532 595207 595207 21745325 2516814 2516814 24262139 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 12,168. INVESTMENT MANAGEMENT FEES -46,433. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,470,381. PART XII, LINE 2D - OTHER ADJUSTMENTS: IMPAIRMENT LOSS ON ASSET HELD FOR SALE 595,207. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,470,381. INVESTMENT MANAGEMENT FEES 46,433. 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. SCHOOL PARTICIPATES IN ASSOCIATED INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE) ANNUAL PUBLIC REAFFIRMATION POLICY STATEMENT ON NON-DISCRIMINATION. 1 FINANCIAL AID 87 2470381 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 326691 0 0 0 0 0 34691 0 15021 0 376403 0 0 0 DEBORAH MCCARTHY CFO 125215 0 0 0 0 0 5438 0 19523 0 150176 0 0 0 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 169017 0 0 0 0 0 27399 0 19613 0 216029 0 0 0 JENNIFER BROCK HEAD OF PRODUCT/COG. INTER 147131 0 0 0 0 0 7712 0 15345 0 170188 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. NICHOLAS WILKINS SON OF THE HEAD OF SCHOOL 54702 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 X 16 986480 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 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 12,168. IMPAIRMENT LOSS ON ASSET HELD FOR SALE -595,207. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM LAST FISCAL YEAR