2017-05-15T13:22:46-05:00 2016-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2015-07-01 042104008 THE CLARKE SCHOOL FOR THE DEAF CLAR 4135843450 45 ROUND HILL ROAD NORTHAMPTON MA 01060 VALERIE MARTIN INTERIM CHIEF FINANCL OFFICER 4135843450 2017-05-15 1 RUDY M D'AGOSTINO P00962620 4135368510 2017-05-15 2015 2021-01-29 14:40:06Z CLARKE SCHOOLS FOR HEARING & SPEECH DOUGLAS SCOTT 45 ROUND HILL ROAD NORTHAMPTON MA 01060 11853817 0 X WWW.CLARKESCHOOLS.ORG X 1867 MA PROVIDE CHILDREN WHO ARE DEAF & HARD OF HEARING WITH LISTENING, LEARNING & SPOKEN LANGUAGE SKILLS 15 15 201 215 0 0 2395405 3237237 6572181 6233078 791437 537284 743920 773324 10502943 10780923 0 1895 0 0 8181494 8343286 9483 39581 1001863 2824600 2856753 11015577 11241515 -512634 -460592 30507732 29252481 1320626 1085047 29187106 28167434 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 3508828 1895 3224693 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. 2679305 2751404 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 230 CHILDREN SERVED. 1982740 574225 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 206 CHILDREN SERVED. 8170873 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 46 0 1 201 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL FL GA KS KY MA ME MD MN MO MS NH NJ NY NC OH OK OR PA RI SC TN VA WA WV WI CT X X LAURA J WILLIS 4135821156 45 ROUND HILL ROAD NORTHAMPTON MA 01060 HUGH BABOWAL TREASURER 1.00 X X 0 0 0 CATHERINE BARTLETT CHAIR 1.00 X X 0 0 0 PAM BROWN TRUSTEE 1.00 X 0 0 0 NICHOLAS CHU TRUSTEE 1.00 X 0 0 0 EVAN BRUNELL TRUSTEE 1.00 X 0 0 0 DOUG DELEO DIRECTOR THRU 4/29/16 THEN COO 40.00 X X 0 0 0 THOMAS E FIELDS THRU 11715 VICE CHAIR 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 L HUBBARD VICE CHAIR 1.00 X X 0 0 0 STEPHEN KREVALIN THRU 11715 TRUSTEE 1.00 X 0 0 0 THEODORE MASON THRU 11715 TRUSTEE 1.00 X 0 0 0 DANIEL MONTERO TRUSTEE 1.00 X 0 0 0 NANCY PETERSON THRU 11715 TRUSTEE 1.00 X 0 0 0 STEVEN RAAB TRUSTEE 1.00 X 0 0 0 WILLIAM DAUGHERTY TRUSTEE 1.00 X 0 0 0 SHARON MCCARTHY TRUSTEE 1.00 X 0 0 0 MELINDA MICHELETTO EFF 6515 TRUSTEE 1.00 X 0 0 0 LINDSEY RENTMEESTEREFF 72415 TRUSTEE 1.00 X 0 0 0 WILLIAM CORWIN PRESIDENT 38.00 2.00 X 184855 0 27784 SUSAN LOWE CHIEF FINANCIAL OFFICER 38.00 2.00 X 151152 0 23097 JULIE COWAN CHIEF DEVELOPMENT OFFICER 40.00 X 115976 0 24641 CLAIRE TROIANO DIRECTOR-MAINSTREAM SERVIC 40.00 X 111332 0 16633 BARBARA HECHT DIRECTOR-BOSTON 40.00 X 108043 0 11778 671358 0 103933 5 0 1 0 ACCOUNTING MANAGEMENT SOLUTIONS 800 SOUTH STREET WALTHAM MA 02453 ACCOUNTING 212190 1 2370 396897 2837970 20642 3237237 SCHOOL PROGRAMS 611710 2895107 2895107 MAINSTREAM PROGRAMS 611710 2751404 2751404 EARLY INTERVENTION PROGRAM 611710 574225 574225 TEACHER TRAINING PROGRAM 611710 12342 12342 6233078 495402 495402 709500 667618 41882 41882 41882 21076 2370 0 21076 21076 840280 405276 435004 435004 CLARKE PA MANAGEMENT FEE 900099 316838 316838 MISCELLANEOUS REVENUE 900099 406 406 317244 10780923 6550322 0 993364 1895 1895 333880 333880 6539775 5198187 748800 592788 204712 149899 39276 15537 511568 391384 72009 48175 753351 584285 102882 66184 24544 5769 16735 2040 57600 9900 47700 69734 69734 39581 39581 15000 15000 837940 374450 396863 66627 253642 123978 69000 60664 92439 65747 23737 2955 666620 588364 40208 38048 205054 139277 23890 41887 81086 40849 30640 9597 32501 4835 27666 232399 212883 12213 7303 80072 51365 28707 OTHER PROGRAM SUPPLIES 75966 75966 BAD DEBT EXPENSE 48692 48692 MISCELLANEOUS 33069 2384 29258 1427 OTHER EMPLOYMENT EXPENS 30530 19842 3539 7149 19865 11188 6776 1901 11241515 8170873 2068779 1001863 1192760 3596259 102311 27348 806352 1370051 691415 664402 2400000 0 1686 3369 119691 121064 9828490 7389796 2648058 2438694 16055377 15558407 3421668 3150807 3068414 2322080 30507732 29252481 675456 740989 116019 78295 344091 99793 185060 165970 1320626 1085047 X 8297926 7063175 3939278 4405627 16949902 16698632 29187106 28167434 30507732 29252481 X -460592 -216160 -342920 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 69734 0 1 69734 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 A LOBBYIST 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. 15778259 5056 189599 700000 15000 15257914 16583999 18046 -101780 706956 15050 15778259 14923926 58068 2183645 534270 47370 16583999 14216037 89012 1310957 677000 15080 14923926 14743355 144666 -15976 670000 -13992 14216037 0.00000 0.89600 0.10400 1 0 496232 496232 6111489 4244377 1867112 3220769 3145419 75350 2438694 BENEFICIAL INTEREST IN PERPETUAL TRUST 3150807 F 3150807 ACCOUNTS RECEIVABLE-AFFILIATE 2053707 CASH SURRENDER VALUE OF LIFE INSURANCE 268373 2322080 ANNUITIES PAYABLE 79689 UNITRUST PAYABLE 86281 165970 X 12330136 -216160 2099106 1882946 10447190 15000 318733 333733 10780923 13138522 1913902 1913902 11224620 15000 1895 16895 11241515 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, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL ADJUSTMENT ON ANNUITY AND UNITRUST OBLIGATIONS -4,586. REVENUE OF AFFILIATE INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 2,405,926. NET CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY THIRD PARTIES -270,861. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 6,527. TRANSFER OF NET ASSETS TO RELATED ORGANIZATION -37,900. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATION INCLUDED IN TOTAL REVENUE 316,838. GRANTS PAID TO INDIVIDUALS NETTED WITH REVENUE FOR FINANCIAL STATEMENTS 1,895. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,194,640. ELIMINATION INCLUDED IN TOTAL EXPENSES -316,838. BAD DEBT EXPENSE FROM UNCOLLECTIBLE PLEDGES 36,100. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS PAID TO INDIVIDUALS NETTED WITH REVENUE FOR FINANCIAL STATEMENTS 1,895. 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. X X X X 0 FINANCIAL DEVELOPMENT AGENCY 49 SOUTH PLEASANT STREET AMHERST MA 01002 FUNDRAISING COUNSEL 0 0 39581 -39581 39581 -39581 AL FL CT GA KS KY MA ME MD MN MO MS NH NJ NY NC OH OK OR PA RI SC TN VA WA WV WI AZ AK CA DE ID IN IA LA MT NE NV SD TX VT WY KILWINS RUN 14456 0 14456 4125 6327 SING FOR SOUND 7690 2330 5360 3375 10306 2 22146 2330 19816 4125 3375 16633 24133 -4317 X X 1 0 0 0 0 0 0 0 0 WILLIAM CORWIN PRESIDENT 184855 0 0 0 0 0 9128 0 18656 0 212639 0 0 0 SUSAN LOWE CHIEF FINANCIAL OFFICER 151152 0 0 0 0 0 7952 0 15145 0 174249 0 0 0 PART I, LINE 4A JULIE COWAN $26,121 FORM 990, PART VI, SECTION B, LINE 11 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, 2016 ALL STAFF RECEIVED THE SAME 2% 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 -270,861. ACTUARIAL INCOME (L0SS) ON ANNUITY & UNITRUST OBLIGATIONS -4,586. UNCOLLECTIBLE PLEDGES -36,100. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 6,527. TRANSFER OF NET ASSETS TO RELATED ORGANIZATION -37,900. 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 1 CLARKE PENNSYLVANIA INC L 316838 MANAGEMENT FEE PAID CLARKE PENNSYLVANIA INC O INCLUDED WITHIN MANAGEMENT FEE CLARKE PENNSYLVANIA INC S 752861 AMOUNT OF CASH TRANSFER CLARKE PENNSYLVANIA INC R 37900 AMOUNT OF TRANSFER CLARKE PENNSYLVANIA INC N INCLUDED WITHIN MANAGEMENT FEE CLARKE PENNSYLVANIA INC Q INCLUDED WITHIN MANAGEMENT FEE CLARKE PENNSYLVANIA INC D 2053707 AMOUNT OF CASH TRANSFER