2018-05-15T15:15:07-05:00 2017-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2016-07-01 042104008 THE CLARKE SCHOOL FOR THE DEAF CLARKE SCHOOLS FOR HEARING AND SPEECH CLAR 4135843450 45 ROUND HILL ROAD NORTHAMPTON MA 01060 VALERIE MARTIN CHIEF FINANCIAL OFFICER 4135843450 2018-05-15 1 RUDY M D'AGOSTINO P00962620 4135368510 2018-05-15 2016 2022-09-23 18:48:47Z CLARKE SCHOOLS FOR HEARING & SPEECH JASON FRIEDLAND 45 ROUND HILL ROAD NORTHAMPTON MA 01060 10602664 0 X WWW.CLARKESCHOOLS.ORG X 1867 MA PROVIDE CHILDREN WHO ARE DEAF & HARD OF HEARING WITH LISTENING, LEARNING & SPOKEN LANGUAGE SKILLS 16 16 202 220 0 0 3237237 2221801 6233078 6336263 537284 425736 773324 664926 10780923 9648726 1895 5590 0 0 8343286 8395189 39581 0 928490 2856753 3277849 11241515 11678628 -460592 -2029902 29252481 28429412 1085047 998800 28167434 27430612 X CLARKE PROVIDES CHILDREN WHO ARE DEAF AND HARD OF HEARING WITH THE LISTENING, LEARNING AND SPOKEN LANGUAGE SKILLS THEY NEED TO SUCCEED. 0 0 3690241 5590 3118740 CLARKE SCHOOL PROGRAMS: CLARKE EDUCATIONAL PROGRAMS ARE LED BY CREATIVE AND COMMITTED PROFESSIONALS TRAINED IN CHILDHOOD EDUCATION, SPEECH-LANGUAGE PATHOLOGY, EDUCATION OF THE DEAF AND LISTENING AND SPOKEN LANGUAGE DEVELOPMENT. CHILDREN RECEIVE DAILY AUDITORY SPEECH AND LANGUAGE THERAPY; SMALL CLASS SIZES PROVIDE INDIVIDUALIZED ATTENTION AND CLASSROOMS ARE DESIGNED FOR THE UNIQUE ACOUSTICAL NEEDS OF CHILDREN WITH HEARING LOSS. CURRICULUM FOR ALL AGES IS ALIGNED WITH STATE AND NATIONAL STANDARDS AND FAMILIES ARE ACTIVELY INVOLVED IN LEARNING THROUGH FREQUENT COMMUNICATION AND CLASSROOM OBSERVATIONS. CLARKE'S PRESCHOOL PROGRAM IS COMPRISED OF SCHOOLS IN SIX LOCATIONS: CANTON, MA, NORTHAMPTON, MA, JACKSONVILLE, FL, NEW YORK, NY; AND VIA CLARKE PENNSYLVANIA, INC., BRYN MAWR AND PHILADELPHIA, PA. SEVERAL SITES OFFER ON-SITE AUDIOLOGICAL SERVICES. EACH CHILD RECEIVES INDIVIDUAL ATTENTION ACCORDING TO THEIR NEEDS, WITH GOALS OF DEVELOPING AUDITION AND AGE-APPROPRIATE LANGUAGE AS WELL AS DEVELOPING SENSORY AWARENESS, FINE AND GROSS MOTOR SKILLS, COGNITION AND SOCIAL SKILLS. CLARKE'S NORTHAMPTON, MA BASED K-8 PROGRAM IS CO-LOCATED IN A MAINSTREAM PUBLIC ELEMENTARY SCHOOL. WHILE CLARKE STUDENTS ARE IMMERSED IN SMALL CLASSES LED BY TEACHERS OF THE DEAF, THEY PARTICIPATE IN MUSIC, ART AND RECESS WITH THEIR HEARING PEERS. CLARKE'S SUMMER PROGRAMS, DESIGNED SPECIFICALLY FOR CHILDREN WITH HEARING LOSS, ARE LED BY EXPERIENCED TEACHERS OF THE DEAF AND THROUGH A VARIETY OF ACTIVITIES FOSTER LEADERSHIP AND INDEPENDENCE WHILE ENHANCING LISTENING, COMMUNICATION AND SOCIAL SKILLS. APPROXIMATELY 177 CHILDREN SERVED. 2600765 2835856 CLARKE MAINSTREAM SERVICES: THROUGH A VARIETY OF CUSTOMIZABLE SEVICES, CLARKE PROFESSIONALS HELP CHILDREN WITH HEARING LOSS MAKE SUCCESSFUL TRANSITIONS INTO THEIR NEIGHBORHOOD SCHOOLS AND THRIVE AMONG THEIR HEARING PEERS. CLARKE'S ITINERANT TEACHER PROGRAM SENDS TEACHERS OF THE DEAF TO MAINSTREAM SCHOOLS TO WORK WITH CHILDREN WITH HEARING LOSS AND TO SUPPORT AND TRAIN THE EDUCATORS WORKING WITH THOSE STUDENTS. CLARKE'S COMPREHENSIVE EDUCATIONAL EVALUATIONS ARE DESIGNED SPECIFICALLY FOR STUDENTS WITH HEARING LOSS IN PRESCHOOL THROUGH HIGH SCHOOL; FAMILIES TRAVEL TO CLARKE'S NORTHAMPTON LOCATION FROM AROUND THE COUNTRY FOR THIS MULTI-DAY EVALUATION. CLARKE'S ANNUAL CONFERENCE ON MAINSTREAMING STUDENTS WITH HEARING LOSS, THE ONLY GATHERING OF ITS KIND, FEATURES THE MOST PROMINENT LEADERS IN THE FIELD AND DRAWS HUNDREDS OF PARENTS AND EDUCATORS FROM AROUND THE COUNTRY. CLARKE'S PROFESSIONAL DEVELOPMENT SERVICES PROVIDE SCHOOLS, DISTRICTS AND PROFESSIONALS WITH ASSISTANCE IN PLANNING, DIRECT INSTRUCTION, STAFF ORIENTATIONS, TEACHER CONSULTATIONS AND ADJUSTMENT COUNSELING. CLARKE'S MAINSTREAM PUBLICATIONS ISSUE RESOURCES (BOOKS, PAMPHLETS AND NEWSLETTERS) GEARED SPECIFICALLY FOR STUDENTS, PARENTS AND PROFESSIONALS. APPROXIMATELY 245 CHILDREN SERVED. 2391756 620471 CLARKE EARLY INTERVENTION PROGRAMS: CLARKE'S EARLY CHILDHOOD/PARENT INFANT PROGRAMS SERVE CHILDREN WHO ARE DEAF OR HARD OF HEARING FROM BIRTH THROUGH THREE YEARS OF AGE. THE INNOVATIVE PROGRAM HELPS PARENTS LEARN TO USE LISTENING AND SPOKEN LANGUAGE TECHNIQUES TO ENHANCE THEIR CHILD'S COMMUNICATION SKILLS AND OFFERS SUPPORT AND EDUCATION, ON-SITE AUDIOLOGICAL SERVICES AND ASSESSMENTS FOR SENSORY AIDS SUCH AS COCHLEAR IMPLANTS. IN ADDITION TO THE CENTER AND HOME-BASED PROGRAMS, FAMILIES ARE ABLE TO ACCESS THESE SERVICES THROUGH CLARKE'S TELEVISIT PROGRAM IN WHICH SPEECH AND LANGUAGE PROFESSIONALS COACH PARENTS AND OBSERVE INFANTS VIA WEBCAM. MORE THAN 260 CHILDREN SERVED. 8682762 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 42 0 1 202 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA PA FL NY X X LAURA J WILLIS 4135821156 45 ROUND HILL ROAD NORTHAMPTON MA 01060 HUGH BABOWAL CHAIR 1.00 X X 0 0 0 NICHOLAS CHU TREASURER 1.00 X X 0 0 0 KEVIN H FRANCK TRUSTEE 1.00 X 0 0 0 JASON FRIEDLAND TRUSTEE 1.00 X 0 0 0 SARA GROSVENOR TRUSTEE 1.00 X 0 0 0 THEODORE MASON TRUSTEE 1.00 X 0 0 0 DANIEL MONTERO TRUSTEE 1.00 X 0 0 0 STEVEN RAAB VICE CHAIR 1.00 X X 0 0 0 WILLIAM DAUGHERTY TRUSTEE 1.00 X 0 0 0 SHARON MCCARTHY TRUSTEE 1.00 X 0 0 0 MELINDA MICHELETTO TRUSTEE 1.00 X 0 0 0 LINDSEY RENTMEESTER TRUSTEE 1.00 X 0 0 0 RAYMOND GAMBLE TRUSTEE 1.00 X 0 0 0 KEN KAZAHAYA TRUSTEE 1.00 X 0 0 0 CAROLINE LINZ TRUSTEE 1.00 X 0 0 0 MARY ELLEN NEVINS TRUSTEE 1.00 X 0 0 0 SUSAN LOWE CFO THRU 8/31/16 38.00 2.00 X 133823 0 11138 CATHERINE BARTLETT ACTING PRESIDENT THRU 10/2/16 38.00 2.00 X 0 0 0 DOUG DELEO INTERIM COO & CFO 38.00 2.00 X 108750 0 0 RALPH JOHNSTON PRESIDENT EFF 10/3/16 38.00 2.00 X 51923 0 2628 VALERIE MARTIN INTERIM CFO EFF 2/1/17 38.00 2.00 X 0 0 0 CLAIRE TROIANO DIRECTOR-MAINSTREAM SERVIC 40.00 X 115614 0 11328 BARBARA HECHT DIRECTOR-BOSTON 40.00 X 107149 0 10938 LILLIAN ROUNTREE CHIEF DEVELOPMENT OFFICER 40.00 X 117666 0 11464 634925 0 47496 5 0 0 0 0 109387 747653 1364761 32506 2221801 SCHOOL PROGRAMS 611710 2879328 2879328 MAINSTREAM PROGRAMS 611710 2835856 2835856 EARLY INTERVENTION PRO 611710 620471 620471 TEACHER TRAINING PROGR 611710 608 608 6336263 448551 448551 26289 337500 14190 372414 12099 -34914 -22815 -22815 32070 109387 27167 4903 4903 961386 540167 421219 421219 CLARKE PA MANAGEMENT F 900099 238804 238804 238804 9648726 6575067 0 851858 5590 5590 311806 311806 6630109 5335109 778373 516627 179410 146174 26846 6390 479232 405286 35249 38697 794632 617134 117031 60467 133157 4933 128224 88455 15605 72850 69950 69950 15000 15000 952426 617960 214458 120008 379270 186727 94241 98302 90350 62283 25115 2952 685817 621162 39205 25450 202825 137028 25144 40653 69794 37832 27140 4822 2613 2613 218497 201391 13506 3600 83796 46494 37302 OTHER EMPLOYMENT EXPENS 128050 51875 69736 6439 OTHER PROGRAM SUPPLIES 67149 67149 BAD DEBT EXPENSE 37182 37182 DUES & SUBSCRIPTIONS 31490 10905 17054 3531 22028 2380 19096 552 11678628 8682762 2067376 928490 3596259 1020668 27348 27376 1370051 775450 664402 944668 3369 4883 121064 144873 9472513 7608293 2438694 1864220 15558407 17611484 3150807 3291709 2322080 2744081 29252481 28429412 740989 683010 78295 102591 99793 53767 165970 159432 1085047 998800 X 7063175 5590180 4405627 4989350 16698632 16851082 28167434 27430612 29252481 28429412 X -2029902 1151328 9000 132752 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 69950 0 1 69950 0 PART II-B, LINE 1: LINE 1A: PARENTS OF CHILDREN SERVED BY THE ORGANIZATION INITIATE LEGISLATION FOR INCREASED FUNDING FOR THE EDUCATION OF ORAL, DEAF CHILDREN. LINE 1G: THE ORGANIZATION ENGAGES AN ADVOCATE TO URGE LAWMAKERS TO INCLUDE EDUCATION FOR THE DEAF AND HEARING IMPAIRED AS PART OF THE BUDGETING PROCESS. LINE 1I: THE ORGANIZATION PAYS MEMBERSHIP DUES TO THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND AND THE MASSACHUSETTS ASSOCIATION OF APPROVED PRIVATE CHAPTER 766 SCHOOLS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES AND AS SUCH, NO DETERMINATIVE AMOUNT IS LISTED IN THE SCHEDULE. 15257914 7793 1554328 742836 15000 16062199 15778259 5056 189599 700000 15000 15257914 16583999 18046 -101780 706956 15050 15778259 14923926 58068 2183645 534270 47370 16583999 14216037 89012 1310957 677000 15080 14923926 0.00000 0.85150 0.14850 1 0 135176 135176 6111489 4433609 1677880 3225848 3174684 51164 1864220 BENEFICIAL INTEREST IN PERPETUAL TRUST 3291709 F 3291709 ACCOUNTS RECEIVABLE-AFFILIATE 2468429 CASH SURRENDER VALUE OF LIFE INSURANCE 275652 2744081 ANNUITIES PAYABLE 66578 UNITRUST PAYABLE 92854 159432 X 12291674 1151328 9000 1742014 2902342 9389332 15000 244394 259394 9648726 13448216 1790178 1790178 11658038 15000 5590 20590 11678628 PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. CLARKE'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL ADJUSTMENT ON ANNUITY AND UNITRUST OBLIGATIONS -15,429. REVENUE OF AFFILIATE INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 1,609,262. NET CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY THIRD PARTIES 140,902. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 7,279. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATION INCLUDED IN TOTAL REVENUE 238,804. GRANTS PAID TO INDIVIDUALS NETTED WITH REVENUE FOR FINANCIAL STATEMENTS 5,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,028,982. ELIMINATION INCLUDED IN TOTAL EXPENSES -238,804. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS PAID TO INDIVIDUALS NETTED WITH REVENUE FOR FINANCIAL STATEMENTS 5,590. 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 NON-DISCRIMINATORY POLICY IS PUBLISHED ANNUALLY ON THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES GOVERNMENTAL ASSISTANCE FOR THE SCHOOL BREAKFAST AND LUNCH PROGRAM. KILWINS RUN 63695 48030 15665 1838 1000 9015 LISTENING WALK AT THE ZOO 34536 27381 7155 5119 5294 1838 2 43226 33976 9250 2663 400 141457 109387 32070 1838 8782 5294 400 10853 27167 4903 1 FINANCIAL AID 7 5590 FAIR MARKET VALUE PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION GENERALLY USES A STANDARDIZED TEMPLATE FOR FINANCIAL AID APPLICATION PROCESSING IN ORDER TO DETERMINE ELIGIBILITY. THE ORGANIZATION HAS A FINANCIAL AID COMMITTEE WHICH REVIEWS ALL FINANCIAL AID APPLICATIONS AND AWARDS FINANCIAL AID BASED ON A MAJORITY VOTE. THE FINANCIAL AID IS NOT DISTRIBUTED TO THE FAMILIES. THE FINANCIAL AID IS RECORDED AS AN OFFSET TO TUITION AND FEE REVENUE AND A REDUCTION TO THE STUDENT'S ACCOUNT. X 4 26288 FAIR MARKET VALUE X TRAVEL & MISC 5 6218 VOLUNTEERS' OUT OF P 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A COPY OF THE 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE BOARD MEETS TO APPROVE THE 990 FOR SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES RECEIVE THE "POLICY ON CONFLICTS OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS". THE RECIPIENTS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS. CHAIRS OF THE COMMITTEES OF THE TRUSTEES MONITOR ANY CIRCUMSTANCES THAT COULD ARISE AND A VOTE WOULD BE TAKEN FOR APPROPRIATE POLICIES TO BE FOLLOWED. THE SAME PROCEDURE IS FOLLOWED WITH PROGRAM DIRECTORS THROUGHOUT THE ORGANIZATION. THE DISCLOSURES ARE UPDATED ANNUALLY AND WHEN NEW INDIVIDUALS JOIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION GATHERS COMPARABILITY DATA AND IN SOME INSTANCES USES THE RESOURCES OF AN OUTSIDE CONSULTANT IN THE SETTING OF COMPENSATION. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN JUNE 2015. EFFECTIVE JULY 1, 2017 ALL STAFF RECEIVED THE SAME 3% COST OF LIVING SALARY ADJUSTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE VIA THE ORGANIZATION'S WEBSITE, GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY THIRD PARTIES 140,902. ACTUARIAL INCOME (L0SS) ON ANNUITY & UNITRUST OBLIGATIONS -15,429. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 7,279. 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS DURING THE FISCAL YEAR. CLARKE PENNSYLVANIA INC 455 SOUTH ROBERTS ROAD BYRN MAWR PA 19010 233065167 SCHOOL PA 501(C)(3) LINE 2 THE CLARKE SCHOOL FOR THE DEAF 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 CLARKE PENNSYLVANIA INC L 238804 MANAGEMENT FEE PAID CLARKE PENNSYLVANIA INC O INCLUDED WITHIN MANAGEMENT FEE CLARKE PENNSYLVANIA INC R 414722 AMOUNT OF TRANSFER CLARKE PENNSYLVANIA INC N INCLUDED WITHIN MANAGEMENT FEE CLARKE PENNSYLVANIA INC Q INCLUDED WITHIN MANAGEMENT FEE CLARKE PENNSYLVANIA INC D 2468429 AMOUNT OF CASH TRANSFER