2018-05-15T10:26:40-05:00 2017-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2016-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 45 WALTHAM ROAD WAYLAND MA 01778 RICHARD WATERS BOARD CHAIR 7812598342 2018-05-15 1 JOSEPH P GREENE P00632697 7813564800 2016 2022-09-23 18:48:47Z X RICHARD WATERS 45 WALTHAM ROAD WAYLAND MA 01778 28714701 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. 31 31 353 155 0 0 5044013 7419412 19638937 19987298 227397 345565 57227 34656 24967574 27786931 1474504 1779087 0 0 16227352 16271646 0 0 908510 4111289 3812282 21813145 21863015 3154429 5923916 35437251 43616006 8889009 10202442 26548242 33413564 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 16013903 1746193 18745553 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 414 STUDENTS. 703086 32894 800888 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 196 STUDENTS. 1033791 0 0 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. 647057 0 475513 OTHER PROGRAM SERVICES - INSTITUTE FOR TEACHER AND PARENT TRAINING PROGRAMS, CENTER FOR INNOVATIVE EDUCATION AND AFTER SCHOOL PROGRAMS. 647057 0 475513 18397837 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 25 0 353 1 0 0 0 0 0 0 0 0 0 0 X 31 31 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 SAM FOSTER PAST CHAIR 1.00 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 JENNIFER FULTON MEMBER-AT-LARGE 1.00 X 0 0 0 ROGER PATKIN 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 CO-VICE CHAIR 1.00 X X 0 0 0 BRETT CAVALLETTO TRUSTEE/PA CO-CHAIR 1.00 X 0 0 0 BRAD WATTS 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 GAD LIWERANT TRUSTEE 1.00 X 0 0 0 GWENN SNIDER TRUSTEE 1.00 X 0 0 0 WILLIAM THOMPSON TRUSTEE 1.00 X 0 0 0 MICHAEL COYNE TRUSTEE 1.00 X 0 0 0 JOSEPH CAMPANELLI TREASURER 1.00 X 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 TRUSTEE 1.00 X 0 0 0 COREY GRIFFIN TRUSTEE 1.00 X 0 0 0 KIA MARTIN TRUSTEE 1.00 X 0 0 0 MARYANN MCCABE TRUSTEE/PA CO-CHAIR 1.00 X 0 0 0 JENNIFER MUGAR-FLAHERTY 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 STEVE WILKINS HEAD OF SCHOOL 40.00 X 316348 0 38153 DEBORAH MCCARTHY CFO 40.00 X 120053 0 21957 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 40.00 X 180171 0 43511 PATRICK SYLVESTER DIRECTOR OF CAPITAL CAMPAIGN 40.00 X 128950 0 15022 NAOMI HITCHCOCK DIRECTOR OF DEVELOPMENT 40.00 X 114249 0 9603 LAWRENCE BROWN DIVISION HEAD MIDDLE SCHOOL 40.00 X 113465 0 7619 ERIC FALKE DIR. COG. INTERVENTION & RESEARCH 40.00 X 120331 0 8539 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 40.00 X 145494 0 5197 1239061 0 149601 9 0 1 0 MJ CATALDO INC PO BOX 1343 LITTLETON MA 01460 CONTRACTING & CONSTRUCTION 589950 JS MORTIMER INC 13 ROCKLAND ROAD AUBURN MA 015012023 CONTRACTING & CONSTRUCTION 488657 FIREFIELD LLC 45 PROSPECT STREET CAMBRIDGE MA 02139 COGNITIVE CONSULTING 350063 MINER & KASCH LLC 334 SCHERER LANE SOVERNA PARK MD 21146 COGNITIVE CONSULTING 296888 DEWING SCHMID KEARNS 30 MONUMENT SQUARE CONCORD MA 01742 ARCHITECTURAL SERVICES 182126 5 7419412 826711 7419412 TUITON AND FEES 611600 18710897 18710897 SUMMER PROGRAMS 611600 800888 800888 OTHER SCHOOL PROGRAMS 611600 475513 475513 19987298 312081 312081 961254 927770 33484 33484 33484 OTHER INCOME 900099 34656 34656 34656 27786931 20021954 0 345565 1779087 1779087 767450 270468 496982 12396787 10827151 1047347 522289 456992 389950 50217 16825 1688913 1518286 103715 66912 961504 814558 110221 36725 23337 23337 45500 45500 4664 4664 978346 846130 119845 12371 43576 39352 4224 724641 683300 41341 3195 3195 OTHER PROFESSIONAL FEES 1181263 480321 447554 253388 PROGRAM SUPPLIES AND MA 386445 386445 PROGRAM SUPPORT 324400 324400 DIRECT ADMINISTRATIVE E 61114 61114 35801 33725 2076 21863015 18397837 2556668 908510 1862391 2892437 3054048 4425002 927897 679425 165306 115874 461043 493940 32376885 7930170 21101741 24446715 7774543 10447595 90282 115018 35437251 43616006 680457 846253 5134704 6236877 3000000 3000000 73848 119312 8889009 10202442 X 19006154 23736979 2777634 3467630 4764454 6208955 26548242 33413564 35437251 43616006 X 5923916 942113 -707 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7700695 1710498 1291711 340430 34191 10328283 5226847 2879213 -67968 311564 25833 7700695 5377610 26000 165457 293407 48813 5226847 5078172 642443 291788 51217 5377610 4929226 51000 451618 296419 57253 5078172 0.37000 0.52200 0.10800 0 0 5926862 5926862 12283323 5068999 7214324 2972221 2432712 539509 11194479 428459 10766020 24446715 DEFERRED COMPENSATION LIABILITY 119312 119312 26949250 942113 -707 941406 26007844 1779087 1779087 27786931 20083928 0 20083928 1779087 1779087 21863015 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 -707. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,779,087. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,779,087. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 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. SCHEDULE E, PART I, LINE 6 THE CARROLL SCHOOL OPERATES A PRIVATE DAY SCHOOL THAT IS APPROVED BY THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION AND, AS SUCH, RECEIVES FUNDING FROM VARIOUS CITIES AND TOWNS WITHIN MASSACHUSETTS. 1 FINANCIAL AID 69 1779087 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 316348 0 0 0 0 0 31250 0 6903 0 354501 0 0 0 JUDI SELDIN ASSISTANT HEAD OF SCHOOL 180171 0 0 0 0 0 27237 0 16274 0 223682 0 0 0 JENNIFER BROCK HEAD OF PRODUCT/COG. INTERVENTION 145494 0 0 0 0 0 2287 0 2910 0 150691 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. ANGELA WILKINS MOTHER OF THE HEAD OF SCHOOL 11736 COMPENSATION PAID FOR BEING AN EMPLOYEE AND THEN SUBSEQUENTLY AN INDEPENDENT CONTRACTOR OF THE CARROLL SCHOOL 0 SARAH WILKINS WIFE OF THE HEAD OF SCHOOL 86189 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 NICHOLAS WILKINS SON OF THE HEAD OF SCHOOL 50113 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 X 24 826711 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 -707. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM LAST FISCAL YEAR.