2014-02-10T10:57:47-06:00 2013-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2012-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 BRAD WATTS 7812598342 2014-02-03 1 JOSEPH P GREENE P00632697 7813564800 2012 2015-11-30 17:44:51Z BRAD WATTS 25 BAKER BRIDGE ROAD LINCOLN MA 01773 19616847 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. 26 25 307 140 0 0 1751846 1675832 15490416 16295135 198759 346327 87626 124452 17528647 18441746 799350 1040557 0 0 11900691 13033477 0 0 463408 2776699 2930489 15476740 17004523 2051907 1437223 27724801 28830500 7398192 7005705 20326609 21824795 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. 1 0 13515862 985204 15015016 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 384 STUDENTS. 737204 51517 956786 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 207 STUDENTS. 245998 3836 227976 AFTER SCHOOL PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 291 STUDENTS. 43944 51990 INSTITUTE FOR TEACH AND PARENT TRAINING PROGRAMS TO DYSLEXIC CHILDREN. 174100 95430 CENTER FOR INNOVATIVE EDUCATION PROVIDES AN OUTREACH AND RESEARCH-AND-DEVELOPMENT ARM FOR THE SCHOOL. 155403 COGNITIVE RESEARCH PROGRAM 373447 147420 14872511 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 18 0 1 307 1 0 0 0 0 0 1 1 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X BRAD WATTS 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 SAM FOSTER 3.00 X X 0 0 0 LAURA REHNERT 1.00 X X 0 0 0 MARY R LOEKEN PHD 1.00 X X 0 0 0 PETER F MURPHY 1.00 X 0 0 0 BROOKE W ABLON 1.00 X 0 0 0 JAMES M ALDEN 1.00 X 0 0 0 MARY E DOLBEAR 1.00 X 0 0 0 JENNIFER FULTON 1.00 X 0 0 0 ROGER PATKIN 1.00 X 0 0 0 MARY SULLIVAN 1.00 X 0 0 0 RICHARD WATERS 1.00 X X 0 0 0 KATHERINE CHAPMAN 1.00 X 0 0 0 WILLIE YANDOW 1.00 X 0 0 0 RICHARD CUMMINGS 1.00 X 0 0 0 BRENT DELEHEY 1.00 X 0 0 0 JOSHUA LEVY 1.00 X X 0 0 0 JAMIE MANION 1.00 X 0 0 0 DANIEL LYNCH 1.00 X X 0 0 0 DEBBIE PILTCH 1.00 X 0 0 0 DONNA STODDARD 1.00 X X 0 0 0 BRAD WATTS 1.00 X X 0 0 0 CHUCK BRIZIUS 1.00 X 0 0 0 MICHAEL COYNE 1.00 X 0 0 0 ANDREW GRAY 1.00 X 0 0 0 GAD LIWERANT 1.00 X 0 0 0 GWENN SNIDER 1.00 X 0 0 0 STEVE WILKINS 35.00 X 230573 0 25318 MICHELLE GUERTIN 35.00 X 130469 0 13374 361042 0 38692 2 0 1 0 PAT PATUTO & SON INC 411 WAVERLY OAKS ROAD SUITE 149 WALTHAM MA 02452 ELECTRICAL CONTRACTOR 199204 CE FLOYD COMPANY INC 135 SOUTH ROAD BEDFORD MA 01730 GENERAL CONTRACTOR 188368 HAMPSON PLUMBING AND HEATING INC 27 WHITNEY ROAD SHIRLEY MA 01464 PLUMBING AND HEATING CONTRACTOR 175638 COMPLETE INDUSTRIAL CLEANING 80 NEW SALEM STREET WAKEFIELD MA 01880 CLEANING SERVICES 168454 4 45000 1630832 1675832 TUITON AND FEES 611600 14971213 14971213 SUMMER PROGRAMS 611600 950136 950136 EXTENDED DAY PROGRAMS 611600 227976 227976 CENTER FOR INNOVATIVE LEARNING 611710 95430 95430 TEACHER TRAINING PROGRAMS 611430 50380 50380 16295135 63675 63675 1439092 1156440 282652 282652 282652 91050 45000 18661 72389 72389 OTHER INCOME 900099 49088 49088 RENTAL INCOME 531120 2975 2975 52063 18441746 16347198 0 418716 1040557 1040557 432452 208734 223718 10080399 9063676 757102 259621 337763 300571 27439 9753 1414772 1274882 97902 41988 768091 682273 66995 18823 61314 61314 37529 37529 11500 11500 830452 784845 45607 45099 43484 1615 709837 680036 29801 2299 2299 OTHER PROFESSIONAL FEES 517888 101242 283423 133223 PROGRAM SUPPLIES AND MA 363104 363104 PROGRAM SUPPORT 257719 257719 TEMPORARY HELP 32211 4971 27240 61537 54917 6620 17004523 14872511 1668604 463408 514824 418277 7056999 7371134 887023 812141 167979 331602 219244 248024 19607916 5269436 13624584 14338480 4862718 4921481 391430 389361 27724801 28830500 1713323 1569274 2546078 2851425 3138791 2585006 7398192 7005705 X 13977610 15380001 2186038 2230833 4162961 4213961 20326609 21824795 27724801 28830500 X 1437223 63774 -2811 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4929226 51000 451618 296419 57253 5078172 5032989 25000 219990 298780 49973 4929226 4641013 1900 749569 309317 50176 5032989 4766714 46346 317697 441140 48604 4641013 5349392 30000 -571125 41553 4766714 0.83000 0.17000 0 0 5926862 5926862 11021106 3530576 7490530 2205550 1364794 840756 454398 374066 80332 14338480 X 17480813 63774 -2811 60963 17419850 1021896 1021896 18441746 15982627 18661 18661 15963966 1040557 1040557 17004523 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO FURTHER ENHANCE THE EDUCATIONAL MISSION OF THE ORGANIZATION AND PROVIDE LONG TERM STABILITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN AND CONCLUDED THAT, AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST -2,811. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,040,557. FUNDRAISING EVENT EXPENSES -18,661. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 18,661. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,040,557. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE 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. AUCTION 136050 45000 91050 18661 136050 45000 91050 18661 18661 72389 1 FINANCIAL AID 75 1040557 FAIR MARKET VALUE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 227676 0 0 0 2897 0 11637 0 13681 0 255891 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 77462 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 SARAH WILKINS WIFE OF THE HEAD OF SCHOOL 74850 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 JENNIFER WILKINS DAUGHTER OF THE HEAD OF SCHOOL 44516 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 NICHOLAS WILKINS SON OF THE HEAD OF SCHOOL 39842 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 DANIEL LOEB HUSBAND OF DEBBIE PILTCH TRUSTEE 36287 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 X 5 131500 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE SCHOOL UTILIZES THE SERVICES OF SMITH BARNEY-CITIGROUP TO SELL DONATED STOCK. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 CARROLL SCHOOL IS INVOLVED WITH RESEARCH STUDIES RELATED TO COGNITIVE DEVELOPMENT. CARROLL'S VISION IS THAT THESE RESEARCH PROJECTS WILL LEAD US TO THE MOST EFFECTIVE PROGRAMS TO HELP REMEDIATE THE DIFFICULTIES THAT DEFINE LANGUAGE-BASED LEARNING DISABILITIES, SUCH AS DYSLEXIA. WE ENVISION BRINGING COGNITIVE DEVELOPMENT ACTIVITIES TO THE LEVEL OF THE PROVEN TECHNIQUES THAT WE USE TO TEACH CHILDREN OT READ. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARD 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 AN OPPORTUNITY TO REQUEST A COPY OF THE FORM 990 AND TO REVIEW AND COMMENT ON THE FORM 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST -2,811. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM LAST FISCAL YEAR.