CLARKE SCHOOL FOR THE DEAF: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CLARKE SCHOOL FOR THE DEAF (EIN 04-2104008)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-14
- IRS object ID
- 201530739349300308
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-14T10:46:03-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 01040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARKE SCHOOL FOR THE DEAF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 4135843450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 ROUND HILL ROAD | AddressLine1 |
| City | NORTHAMPTON | City |
| State | MA | State |
| ZIP Code | 01060 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN LOWE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4135843450 | PhoneNum |
| Signature | 2015-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY M D'AGOSTINO | PreparerPersonNm |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2015-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARKE SCHOOLS FOR HEARING AND SPEECH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM CORWIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 ROUND HILL ROAD | AddressLine1 |
| City | NORTHAMPTON | City |
| State | MA | State |
| ZIP Code | 01060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,487,495 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLARKESCHOOLS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1867 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE CHILDREN WHO ARE DEAF OR HARD OF HEARING WITH LISTENING, LEARNING & SPOKEN LANGUAGE SKILLS | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,746,206 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,651,868 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,954,696 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,812,755 | CYProgramServiceRevenueAmt |
| PY Investment Income | $999,054 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,239,087 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,015,698 | PYOtherRevenueAmt |
| CY Other Revenue | $902,353 | CYOtherRevenueAmt |
| PY Total Revenue | $11,715,654 | PYTotalRevenueAmt |
| CY Total Revenue | $13,606,063 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,665 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,218,634 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,087,769 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $808,555 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,432,586 | PYOtherExpensesAmt |
| CY Other Expenses | $2,832,232 | CYOtherExpensesAmt |
| PY Total Expenses | $11,676,885 | PYTotalExpensesAmt |
| CY Total Expenses | $10,922,551 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $38,769 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,683,512 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,790,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,886,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,092,225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,164,699 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,698,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,722,066 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CLARKE PROVIDES CHILDREN WHO ARE DEAF OR HARD OF HEARING WITH THE LISTENING, LEARNING AND SPOKEN LANGUAGE SKILLS THEY NEED TO SUCCEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,410,714 | ExpenseAmt |
| Grant | $2,550 | GrantAmt |
| Revenue | $4,850,072 | RevenueAmt |
| Desc | 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 175 CHILDREN SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,745,052 | ExpenseAmt |
| Revenue | $1,770,438 | RevenueAmt |
| Desc | 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 A TEACHER 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 155 CHILDREN SERVED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $614,449 | ExpenseAmt |
| Revenue | $495,960 | RevenueAmt |
| Desc | 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 TV VISIT PROGRAM IN WHICH SPEECH AND LANGUAGE PROFESSIONALS COACH PARENTS AND OBSERVE INFANTS VIA WEBCAM. APPROXIMATELY 200 CHILDREN SERVED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,770,215 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN LOWE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135821156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 ROUND HILL ROAD | AddressLine1 |
| City | NORTHAMPTON | City |
| State | MA | State |
| ZIP Code | 01060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HUGH BABOWAL | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE BARTLETT | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL T CHRIST THRU 63013 | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS CHU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT F DANAHY THRU 93013 | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG DELEO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES DREIKORN THRU 92013 | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS E FIELDS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN H FRANCK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON FRIEDLAND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY GRIGGS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA GROSVENOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE L HUBBARD | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN KREVALIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE MASON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL MONTERO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY PETERSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN RAAB | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY SASSINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM DAUGHERTY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON MCCARTHY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE A COWANTREASURER TO 113013 | ||||||||
| CHIEF DEVELPMT OFFICER EFF 12/2/13 | 40.00 | Yes (X) | Yes (X) | $4,615 | $0 | $0 | ||
| WILLIAM CORWIN | ||||||||
| PRESIDENT | 38.00 | Yes (X) | $174,967 | $0 | $31,100 | 2.00 | ||
| SUSAN LOWE | ||||||||
| CHIEF FINANCIAL OFFICER | 38.00 | Yes (X) | $132,127 | $0 | $19,816 | 2.00 | ||
| JANE LENNOX | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $108,716 | $0 | $5,621 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $420,425 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,537 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $17,792 | FundraisingAmt |
| Government Grants | $26,896 | GovernmentGrantsAmt |
| All Other Contributions | $2,607,180 | AllOtherContributionsAmt |
| Noncash Contributions | $67,253 | NoncashContributionsAmt |
| Total Contributions | $2,651,868 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOOL PROGRAMS | 611710 | $4,510,127 | $4,510,127 |
| MAINSTREAM PROGRAMS | 611710 | $1,694,880 | $1,694,880 |
| EARLY INTERVENTION PROGRAM | 611710 | $474,794 | $474,794 |
| TEACHER TRAINING PROGRAMS | 611710 | $132,954 | $132,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,812,755 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,047,572 | TotalRevenueColumnAmt |
| Exclusion | $1,047,572 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,509,618 | SecuritiesAmt |
| Other | $15,972 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,304,913 | SecuritiesAmt |
| Other | $29,162 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,204,705 | SecuritiesAmt |
| Other | -$13,190 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,191,515 | TotalRevenueColumnAmt |
| Exclusion | $2,191,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,352 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,792 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $5,497 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,145 | TotalRevenueColumnAmt |
| Exclusion | -$2,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,027,824 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $541,860 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $485,964 | TotalRevenueColumnAmt |
| Exclusion | $485,964 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CLARKE PA MANAGEMENT FEE | 900099 | $274,631 | $274,631 | |
| OUTSIDE TRUST INCOME | 900099 | $114,819 | $114,819 | |
| INSURANCE REFUND | 900099 | $20,770 | $20,770 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,314 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,314 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $418,534 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,606,063 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,116,470 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,837,725 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,550 | TotalAmt |
| Program Services | $2,550 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,442 | TotalAmt |
| Management And General | $375,442 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,319,123 | TotalAmt |
| Program Services | $5,373,293 | ProgramServicesAmt |
| Management And General | $473,419 | ManagementAndGeneralAmt |
| Fundraising | $472,411 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,631 | TotalAmt |
| Program Services | $190,770 | ProgramServicesAmt |
| Management And General | $17,901 | ManagementAndGeneralAmt |
| Fundraising | $10,960 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,817 | TotalAmt |
| Program Services | $364,201 | ProgramServicesAmt |
| Management And General | $42,446 | ManagementAndGeneralAmt |
| Fundraising | $36,170 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,756 | TotalAmt |
| Program Services | $596,892 | ProgramServicesAmt |
| Management And General | $79,259 | ManagementAndGeneralAmt |
| Fundraising | $54,605 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,820 | TotalAmt |
| Program Services | $6,066 | ProgramServicesAmt |
| Fundraising | $1,754 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,635 | TotalAmt |
| Program Services | $12,265 | ProgramServicesAmt |
| Management And General | $57,370 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,770 | TotalAmt |
| Program Services | $304,816 | ProgramServicesAmt |
| Management And General | $29,361 | ManagementAndGeneralAmt |
| Fundraising | $38,593 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,078 | TotalAmt |
| Program Services | $66,598 | ProgramServicesAmt |
| Management And General | $1,480 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,891 | TotalAmt |
| Program Services | $296,421 | ProgramServicesAmt |
| Management And General | $93,310 | ManagementAndGeneralAmt |
| Fundraising | $58,160 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,906 | TotalAmt |
| Program Services | $32,915 | ProgramServicesAmt |
| Management And General | $8,581 | ManagementAndGeneralAmt |
| Fundraising | $8,410 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,440 | TotalAmt |
| Program Services | $816,814 | ProgramServicesAmt |
| Management And General | $49,203 | ManagementAndGeneralAmt |
| Fundraising | $27,423 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,721 | TotalAmt |
| Program Services | $229,903 | ProgramServicesAmt |
| Management And General | $22,591 | ManagementAndGeneralAmt |
| Fundraising | $16,227 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,984 | TotalAmt |
| Program Services | $28,958 | ProgramServicesAmt |
| Management And General | $12,508 | ManagementAndGeneralAmt |
| Fundraising | $7,518 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,599 | TotalAmt |
| Program Services | $6,529 | ProgramServicesAmt |
| Management And General | $4,070 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,981 | TotalAmt |
| Program Services | $213,025 | ProgramServicesAmt |
| Management And General | $14,985 | ManagementAndGeneralAmt |
| Fundraising | $29,971 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,733 | TotalAmt |
| Program Services | $31,490 | ProgramServicesAmt |
| Management And General | $30,243 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PROGRAM EXPENSES | $74,048 | $74,048 | ||
| SPECIAL EVENTS & CONFER | $53,277 | $8,790 | $6,977 | $37,510 |
| DUES & SUBSCRIPTIONS | $43,929 | $31,620 | $6,343 | $5,966 |
| CASUAL LABOR | $34,495 | $34,410 | $85 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,925 | TotalAmt |
| Program Services | $47,841 | ProgramServicesAmt |
| Management And General | $3,292 | ManagementAndGeneralAmt |
| Fundraising | $2,792 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,922,551 | TotalAmt |
| Program Services | $8,770,215 | ProgramServicesAmt |
| Management And General | $1,343,781 | ManagementAndGeneralAmt |
| Fundraising | $808,555 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,060,057 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,242 | BOYAmt |
| EOY | $659,231 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,608 | BOYAmt |
| EOY | $1,513,701 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,799 | BOYAmt |
| EOY | $443,256 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,000 | BOYAmt |
| EOY | $2,400,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,987 | BOYAmt |
| EOY | $5,401 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,368 | BOYAmt |
| EOY | $111,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,659,396 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,933,351 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,942,414 | BOYAmt |
| EOY | $2,726,045 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,078,913 | BOYAmt |
| EOY | $16,829,929 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,444,002 | BOYAmt |
| EOY | $3,619,519 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,202,402 | BOYAmt |
| EOY | $2,517,904 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,790,735 | BOYAmt |
| EOY | $31,886,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,162 | BOYAmt |
| EOY | $717,925 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,730 | BOYAmt |
| EOY | $112,155 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,032 | BOYAmt |
| EOY | $144,646 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,301 | BOYAmt |
| EOY | $189,973 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,225 | BOYAmt |
| EOY | $1,164,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,749,934 | BOYAmt |
| EOY | $7,926,093 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,266,670 | BOYAmt |
| EOY | $5,671,716 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,681,906 | BOYAmt |
| EOY | $17,124,257 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,698,510 | BOYAmt |
| EOY | $30,722,066 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,790,735 | BOYAmt |
| EOY | $31,886,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,683,512 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$973,307 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $313,351 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. LINE 1A: PARENTS OF CHILDREN SERVED BY THE ORGANIZATION INITIATE LEGISLATION FOR INCREASED FUNDING FOR THE EDUCATION OF ORAL, DEAF CHILDREN. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,923,926 | BeginningYearBalanceAmt |
| Contributions | $58,068 | ContributionsAmt |
| Investment Earnings Or Losses | $2,183,645 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $534,270 | OtherExpendituresAmt |
| Administrative Expenses | $47,370 | AdministrativeExpensesAmt |
| End Year Balance | $16,583,999 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,216,037 | BeginningYearBalanceAmt |
| Contributions | $89,012 | ContributionsAmt |
| Investment Earnings Or Losses | $1,310,957 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $677,000 | OtherExpendituresAmt |
| Administrative Expenses | $15,080 | AdministrativeExpensesAmt |
| End Year Balance | $14,923,926 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,743,355 | BeginningYearBalanceAmt |
| Contributions | $144,666 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,976 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $670,000 | OtherExpendituresAmt |
| Administrative Expenses | -$13,992 | AdministrativeExpensesAmt |
| End Year Balance | $14,216,037 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,027,854 | BeginningYearBalanceAmt |
| Contributions | $40,511 | ContributionsAmt |
| Investment Earnings Or Losses | $2,382,072 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $692,300 | OtherExpendituresAmt |
| Administrative Expenses | $14,782 | AdministrativeExpensesAmt |
| End Year Balance | $14,743,355 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,175,562 | BeginningYearBalanceAmt |
| Contributions | $800,255 | ContributionsAmt |
| Investment Earnings Or Losses | $1,767,674 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $700,135 | OtherExpendituresAmt |
| Administrative Expenses | $15,502 | AdministrativeExpensesAmt |
| End Year Balance | $13,027,854 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.82290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17710 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $496,232 | OtherCostOrOtherBasisAmt |
| Book Value | $496,232 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,009,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,861,662 | DepreciationAmt |
| Book Value | $2,147,559 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,153,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,071,689 | DepreciationAmt |
| Book Value | $82,254 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,726,045 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUST | Desc |
| Book Value | $3,619,519 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,619,519 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCOUNTS RECEIVABLE-AFFILIATE | $2,224,810 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $255,789 |
| CONSTRUCTION IN PROGRESS | $37,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,517,904 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $112,592 |
| UNITRUST PAYABLE | $77,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $189,973 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,431,549 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$973,307 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,144,135 | OtherRevenueAmt |
| Revenue Not Reported | $1,170,828 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,260,721 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,370 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $297,972 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $345,342 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,606,063 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,847,160 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,993,470 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,993,470 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,853,690 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,370 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $21,491 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $68,861 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,922,551 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EXPLANATION: COLUMN (D), LINE (E) FOR FYE 6/30/2011 HAS BEEN CORRECTED, CONSISTENT WITH FINANCIAL STATEMENT RESTATEMENT. |
| 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, 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL ADJUSTMENT ON ANNUITY AND UNITRUST OBLIGATIONS -19,408. REVENUE OF AFFILIATE INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 1,823,437. NET CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY THIRD PARTIES 329,009. DIRECT EXPENSES OF FUNDRAISING EVENT 5,497. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 5,600. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATION INCLUDED IN LINE 1 274,631. UNCOLLECTIBLE PLEDGES 1,850. GRANTS PAID TO INDIVIDUALS NETTED WITH REVENUE FOR FINANCIAL STATEMENTS 2,550. BAD DEBT EXPENSE NETTED WITH REVENUE FOR FINANCIAL STATEMENTS 18,941. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,262,604. ELIMINATION INCLUDED IN LINE 1 -274,631. DIRECT EXPENSES OF FUNDRAISING EVENT 5,497. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS PAID TO INDIVIDUALS NETTED WITH REVENUE FOR FINANCIAL STATEMENTS 2,550. BAD DEBT EXPENSE NETTED WITH REVENUE FOR FINANCIAL STATEMENTS 18,941. |
| SCHEDULE D, PART IV | COLUMN D WAS RESTATED FOR CONSISTANCY WITH FINANCIAL STATEMENT RESTATEMENT. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | BERMUDA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT IN PINE GROVE OFFSHORE FUND LTD | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $697,181 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $697,181 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $697,181 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SING FOR SOUND | NameOfEvent1Amt |
| Gross Receipts Event1 | $21,144 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,792 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,352 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,679 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $818 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $21,144 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,792 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,352 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,679 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $818 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,497 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,145 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM CORWIN | ||||||||||||||
| PRESIDENT | $174,967 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $31,100 | $0 | $206,067 | $0 | $0 | $0 |
| SUSAN LOWE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $132,127 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,816 | $0 | $151,943 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TD BANK | |||
| J. COWAN, TRUSTEE OF BOARD, WAS AN OFFICER OF TD BANK THROUGH 11/30/13 . | $1,715,000 | LINE OF CREDIT OF WITH TD BANK, NO CURRENT BALANCE OWED. | 0 |
| TD BANK | |||
| J. COWAN, TRUSTEE OF BOARD, WAS AN OFFICER OF TD BANK THROUGH 11/30/13 . | $178,976 | NOTE PAYABLE TO TD BANK | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | MS. COWAN RECUSED HERSELF FROM ALL TRUSTEE VOTES CONCERNING MATTERS ABOUT THE LINE OF CREDIT, NOTE PAYABLE AND CLARKE'S BUSINESS RELATIONSHIP WITH TD BANK. EFFECTIVE 11/30/13 MS. COWAN RESIGNED AS TREASURER AND TRUSTEE OF THE BOARD OF DIRECTORS. EFFECTIVE 12/02/13 MS. COWAN BECAME AN EMPLOYEE OF THE ORGANIZATION SERVING AS CHIEF DEVELOPMENT OFFICER. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,117 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,136 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 EXECUTIVE COMMITTEE OF 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 MARCH, 2012. |
| 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. |
| PART VII, BOARD MEMBER #22 | JULIE A COWAN WAS A VOLUNTEER BOARD TRUSTEE AND TREASURER THROUGH NOVEMBER 30, 2013. EFFECTIVE DECEMBER 2, 2013, SHE BECAME AN EMPLOYEE OF THE ORGANIZATION. SHE DEVOTED APPROXIMATELY 1 HOUR PER WEEK IN HER ROLE AS BOARD MEMBER AND TREASURER. EFFECTIVE DECEMBER 2, 2013, SHE STARTED WORKING 40 HOURS PER WEEK. COMPENSATION REPORTED WAS RECEIVED IN HER CAPACITY AS AN EMPLOYEE AFTER DECEMBER 2, 2013. |
| FORM 990, PART XI, LINE 9: | NET CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY THIRD PARTIES 329,009. ACTUARIAL INCOME (L0SS) ON ANNUITY & UNITRUST OBLIGATIONS -19,408. UNCOLLECTIBLE PLEDGES -1,850. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 5,600. |
| 990, PART XII, LINE 2C | THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS DURING THE FISCAL YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARKE PENNSYLVANIA INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 SOUTH ROBERTS ROAD | AddressLine1 |
| City | BYRN MAWR | City |
| State | PA | State |
| ZIP Code | 19010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233065167 | EIN |
| Primary Activities | SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARKE SCHOOL FOR THE DEAF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CLARKE PENNSYLVANIA INC | ||
| L | $274,631 | MANAGEMENT FEE PAID |
| CLARKE PENNSYLVANIA INC | ||
| O | $0 | INCLUDED WITHIN MANAGEMENT FEE |
| CLARKE PENNSYLVANIA INC | ||
| R | $273,125 | FAIR MARKET VALUE |
Comments