APPLEWILD SCHOOL: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: APPLEWILD SCHOOL (EIN 04-2225643)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-01-13
IRS object ID: 202600139349301715
Schema version: 2024v5.2
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 D
Schedule E
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-01-13T10:07:26-06:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043379904	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	STOWE & DEGON LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	95A TURNPIKE ROAD	AddressLine1Txt
City	WESTBOROUGH	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01581	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042225643	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	APPLEWILD SCHOOL INCORPORATED	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	APPL	BusinessNameControlTxt
Phone	9783426053	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	120 PROSPECT STREET	AddressLine1Txt
City	FITCHBURG	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01420	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM AUBUCHON	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9783426053	PhoneNum
Signature	2025-12-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD ANTENUCCI	PreparerPersonNm
PTIN	P00893261	PTIN
Phone	5089836700	PhoneNum
Preparation	2025-12-22	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WILLIAM AUBUCHON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	120 PROSPECT STREET	AddressLine1Txt
City	FITCHBURG	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01420	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$21,839,520	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.APPLEWILD.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1956	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	TO OPERATE AND MAINTAIN AN EDUCATIONAL INSTITUTION TO PREPARE CHILDREN FOR HIGH SCHOOL, SECONDARY SCHOOL AND HIGHER EDUCATION AND IN CONNECTION THEREWITH TO PROMOTE EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND THEIR FAMILIES AND THE COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	131	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,427,008	PYContributionsGrantsAmt
CY Contributions Grants	$12,390,324	CYContributionsGrantsAmt
PY Program Service Revenue	$6,215,036	PYProgramServiceRevenueAmt
CY Program Service Revenue	$7,104,864	CYProgramServiceRevenueAmt
PY Investment Income	$164,060	PYInvestmentIncomeAmt
CY Investment Income	$146,124	CYInvestmentIncomeAmt
PY Other Revenue	$63,460	PYOtherRevenueAmt
CY Other Revenue	$37,263	CYOtherRevenueAmt
PY Total Revenue	$10,869,564	PYTotalRevenueAmt
CY Total Revenue	$19,678,575	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,782,680	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,620,819	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$269,691	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,167,684	PYOtherExpensesAmt
CY Other Expenses	$3,934,245	CYOtherExpensesAmt
PY Total Expenses	$7,950,364	PYTotalExpensesAmt
CY Total Expenses	$9,555,064	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,919,200	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$10,123,511	CYRevenuesLessExpensesAmt
Total Assets BOY	$22,462,302	TotalAssetsBOYAmt
Total Assets EOY	$39,829,486	TotalAssetsEOYAmt
Total Liabilities BOY	$7,713,664	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,732,506	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$14,748,638	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$25,096,980	NetAssetsOrFundBalancesEOYAmt
Mission	TO OPERATE AND MAINTAIN AN EDUCATIONAL INSTITUTION TO PREPARE CHILDREN FOR HIGH SCHOOL, SECONDARY SCHOOL AND HIGHER EDUCATION AND IN CONNECTION THEREWITH TO PROMOTE EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND THEIR FAMILIES AND THE COMMUNITY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,437,872	ExpenseAmt
Revenue	$2,760,119	RevenueAmt
Desc	DAY AND BOARDING PROGRAM PROVIDES AN EDUCATIONAL CURRICULUM TO CHILDREN IN KINDERGARTEN THROUGH THE NINTH GRADE	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$2,914,911	ExpenseAmt
Revenue	$2,340,219	RevenueAmt
Desc	CHILD CARE & DEVELOPMENT PROGRAM FOR CHILDREN AGED 2.9 TO 5 YEARS OLD.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$0	ExpenseAmt
Revenue	$0	RevenueAmt
Desc	SUMMER PROGRAM PROVIDES EDUCATIONAL AND RECREATIONAL ACTIVITIES	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$6,352,783	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	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
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	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 With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	4	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	131	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
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	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	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	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
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	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHELLE NILES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9783426053	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	120 PROSPECT STREET	AddressLine1Txt
City	FITCHBURG	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01420	ZIPCd

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
MARY FEENEY
TRUSTEE	1.00	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM AUBUCHON
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
LUCY ABISALIH
VICE PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
MATTHEW MAGUY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CHRISTINE EMMA
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
LOUIS FRANCO
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DAVID ZEILER
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
DEBORAH MACDONALD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JEFFREY MITCHELL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BRIAN PALM
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOHN STIMPSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
GEORGE ZORNADA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SCOTT FOSTER
HONORARY TRUSTEE	1.00	Yes (X)		$0	$0	$0
ALLEN ROME
HONORARY TRUSTEE	1.00	Yes (X)		$0	$0	$0
DAVID STONE
HONORARY TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARIEKE CORMIER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ERIKA FERLINS MILLS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ANDREW MILLIKIN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LESEGO MOKAU
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOHN TOFFEY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
AMANDA PACKARD
ASSOCIATE HEAD OF SCHOOL	40.00		Yes (X)	$175,000	$0	$23,000
GREG MILLER
DIRECTOR OF ADMISSIONS	40.00		Yes (X)	$119,600	$0	$0
AMY JOLLY
HEAD OF SCHOOL	40.00		Yes (X)	$350,000	$0	$41,000
LEO HIERTZ
DIRECTOR OF ADVANCEMENT	40.00		Yes (X)	$117,260	$0	$0
MICHELLE NILES
CONTROLLER	40.00		Yes (X)	$93,600	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$855,460	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$64,000	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
GOGUEN CONSTRUCTION
104 ROUTE 13	BROOKLINE	NH	03033	CONSTRUCTION	$10,300,164
CULINART GROUP
PO BOX 417632	BOSTON	MA	022417632	FOOD	$447,420
OLD TIME RESTORATION
3 SHADY AVE	WESTMINSTER	MA	01473	RENOVATION	$327,032
CENTRAL MASS CENTER
621 CHASE ROAD	LUNENBURG	MA	01462	LANDSCAPING	$111,448
BOSTON SOLAR
12 GILL STREET SUITE 5650	WOBURN	MA	01801	SOLAR ENERGY	$109,498

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	6	CntrctRcvdGreaterThan100KCnt
Government Grants	$55,898	GovernmentGrantsAmt
All Other Contributions	$12,334,426	AllOtherContributionsAmt
Total Contributions	$12,390,324	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611600	$2,760,119	$2,760,119
AUXILIARY SERVICES	611600	$1,874,026	$1,874,026
SATELLITE PRESCHOOL	611600	$1,276,568	$1,276,568
CDCA REVENUE	611600	$1,063,651	$1,063,651
ENGLISH LANGUAGE PROGRAM	611600	$130,500	$130,500

Field	Value	IRS element (for citing)
Total Program Service Revenue	$7,104,864	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$117,782	TotalRevenueColumnAmt
Exclusion	$117,782	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,189,287	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,150,370	SecuritiesAmt
Other	$10,575	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$38,917	SecuritiesAmt
Other	-$10,575	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,342	TotalRevenueColumnAmt
Related Or Exempt Func Income	$28,342	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	611600	BusinessCd
Total Revenue Column	$37,263	TotalRevenueColumnAmt
Related Or Exempt Func Income	$37,263	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$37,263	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,678,575	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,170,469	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$117,782	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,862,094	TotalAmt
Program Services	$3,290,360	ProgramServicesAmt
Management And General	$1,346,022	ManagementAndGeneralAmt
Fundraising	$225,712	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$380,101	TotalAmt
Program Services	$208,030	ProgramServicesAmt
Management And General	$152,142	ManagementAndGeneralAmt
Fundraising	$19,929	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$378,624	TotalAmt
Program Services	$261,109	ProgramServicesAmt
Management And General	$99,688	ManagementAndGeneralAmt
Fundraising	$17,827	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$459,979	TotalAmt
Program Services	$189,124	ProgramServicesAmt
Management And General	$270,855	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$24,180	TotalAmt
Management And General	$24,180	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$97,115	TotalAmt
Program Services	$97,115	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$127,132	TotalAmt
Program Services	$108,236	ProgramServicesAmt
Management And General	$18,756	ManagementAndGeneralAmt
Fundraising	$140	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$255,698	TotalAmt
Program Services	$253,338	ProgramServicesAmt
Management And General	$2,360	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$132,013	TotalAmt
Program Services	$43,298	ProgramServicesAmt
Management And General	$88,715	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$26,941	TotalAmt
Program Services	$10,312	ProgramServicesAmt
Management And General	$16,296	ManagementAndGeneralAmt
Fundraising	$333	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$406,966	TotalAmt
Management And General	$406,966	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$653,658	TotalAmt
Program Services	$503,317	ProgramServicesAmt
Management And General	$150,341	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$124,084	TotalAmt
Program Services	$95,545	ProgramServicesAmt
Management And General	$28,539	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
SKILLED LABOR	$571,502	$440,057	$131,445
UTILITIES	$368,880	$284,038	$84,842
FOOD	$281,122	$279,789	$1,333
REPAIRS AND MAINTENANCE	$189,816	$146,158	$43,658

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$215,159	TotalAmt
Program Services	$142,957	ProgramServicesAmt
Management And General	$66,452	ManagementAndGeneralAmt
Fundraising	$5,750	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,555,064	TotalAmt
Program Services	$6,352,783	ProgramServicesAmt
Management And General	$2,932,590	ManagementAndGeneralAmt
Fundraising	$269,691	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$965,706	BOYAmt
EOY	$1,266,276	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,556,939	BOYAmt
EOY	$4,337,945	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$22,075	BOYAmt
EOY	$25,178	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$157,811	BOYAmt
EOY	$127,306	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$39,970,204	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$9,876,702	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$13,804,408	BOYAmt
EOY	$30,093,502	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,457,889	BOYAmt
EOY	$3,615,239	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$497,474	BOYAmt
EOY	$364,040	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,462,302	BOYAmt
EOY	$39,829,486	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,262,809	BOYAmt
EOY	$3,120,858	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,643,078	BOYAmt
EOY	$1,709,675	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$4,505,985	BOYAmt
EOY	$9,749,346	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$301,792	BOYAmt
EOY	$152,627	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,713,664	BOYAmt
EOY	$14,732,506	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,698,356	BOYAmt
EOY	$21,159,640	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,050,282	BOYAmt
EOY	$3,937,340	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,748,638	BOYAmt
EOY	$25,096,980	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$22,462,302	BOYAmt
EOY	$39,829,486	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$10,123,511	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$224,831	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,457,889	BeginningYearBalanceAmt
Investment Earnings Or Losses	$381,530	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,200,000	OtherExpendituresAmt
Administrative Expenses	$24,180	AdministrativeExpensesAmt
End Year Balance	$3,615,239	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,314,523	BeginningYearBalanceAmt
Investment Earnings Or Losses	$518,921	InvestmentEarningsOrLossesAmt
Other Expenditures	$350,000	OtherExpendituresAmt
Administrative Expenses	$25,555	AdministrativeExpensesAmt
End Year Balance	$4,457,889	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,189,421	BeginningYearBalanceAmt
Contributions	$779,142	ContributionsAmt
Investment Earnings Or Losses	$363,407	InvestmentEarningsOrLossesAmt
Administrative Expenses	$17,447	AdministrativeExpensesAmt
End Year Balance	$4,314,523	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,813,163	BeginningYearBalanceAmt
Contributions	$42,997	ContributionsAmt
Investment Earnings Or Losses	-$644,998	InvestmentEarningsOrLossesAmt
Administrative Expenses	$21,741	AdministrativeExpensesAmt
End Year Balance	$3,189,421	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,152,997	BeginningYearBalanceAmt
Contributions	$36,526	ContributionsAmt
Investment Earnings Or Losses	$643,774	InvestmentEarningsOrLossesAmt
Administrative Expenses	$20,134	AdministrativeExpensesAmt
End Year Balance	$3,813,163	EndYearBalanceAmt

Field	Value	IRS element (for citing)
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	$501,596	OtherCostOrOtherBasisAmt
Book Value	$501,596	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$29,956,863	OtherCostOrOtherBasisAmt
Depreciation	$4,377,917	DepreciationAmt
Book Value	$25,578,946	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,889,422	OtherCostOrOtherBasisAmt
Depreciation	$3,856,449	DepreciationAmt
Book Value	$3,032,973	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,268,913	OtherCostOrOtherBasisAmt
Depreciation	$809,199	DepreciationAmt
Book Value	$459,714	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,353,410	OtherCostOrOtherBasisAmt
Depreciation	$833,137	DepreciationAmt
Book Value	$520,273	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$30,093,502	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITY	$90,876
DEFERRED COMPENSATION	$61,751

Field	Value	IRS element (for citing)
Total Liability	$152,627	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$19,879,226	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$224,831	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$224,831	RevenueNotReportedAmt
Revenue Subtotal	$19,654,395	RevenueSubtotalAmt
Investment Expenses Not Incld	$24,180	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$24,180	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$19,678,575	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$9,530,884	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$9,530,884	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$24,180	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$24,180	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$9,555,064	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, LINE 4:	FormAndLineReferenceDesc
Explanation	THE INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE FINANCIAL AID TO STUDENTS, IMPROVE FACULTY DEVELOPMENT, FUND PROGRAMS RELATED TO THE ARTS, AND ASSIST IN OPERATIONAL COSTS.	ExplanationTxt

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	0	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE E, PART I, LINE 3	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION UTILIZES LOCAL ADVERTISING TO ATTRACT NEW STUDENTS	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
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
AMY JOLLY
HEAD OF SCHOOL	$350,000	$0	$0	$0	$0	$0	$0	$0	$41,000	$0	$391,000	$0	$0	$0
AMANDA PACKARD
ASSOCIATE HEAD OF SCHOOL	$175,000	$0	$0	$0	$0	$0	$0	$0	$23,000	$0	$198,000	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	TRAVEL FOR COMPANION RELATES TO THE BONA FIDE EXPENSES ASSOCIATED WITH THE SPOUSE TO ACCOMPANY THE HEAD OF SCHOOL TO THE NATIONAL CONFERENCE OF INDEPENDENT SCHOOLS. THIS IS A PROVISION INCLUDED WITHIN THE EMPLOYMENT CONTRACT.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	DEBORAH MACDONALD IS THE SISTER OF HONORARY TRUSTEE DAVID STONE.
FORM 990, PART VI, SECTION B, LINE 11B	TRUSTEES RECEIVE A COPY OF THE FORM 990 FOR THEIR REVIEW PRIOR TO FILING. THE TREASUREER OF THE BOARD AND THE CONTROLLER WILL REVIEW THE FORM 990 AND RESPOND TO ANY QUESTIONS. THE TRUSTEES WILL THEN ACKNOWLEDGE REVIEW OF THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, TRUSTEES RESPOND TO AN ONLINE SURVEY THAT ADDRESSES BOARD FIDUCIARY RESPONSIBILITIES, INCLUSIVE OF AN INQUIRY AS TO WHETHER A CONFLICT OF INTEREST EXISTS WITH THE SCHOOL.
FORM 990, PART VI, SECTION B, LINE 15	PER BOARD POLICY, THE PRESIDENT AND TREASURER OF THE BOARD ARE RESPONSIBLE FOR SETTING THE SALARIES OF THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS, AND WILL INFORM THE BOARD ANNUALLY OF THEIR REVIEW. THE SALARIES OF ANY OTHER DISQUALIFIED PERSONNEL ARE REVIEWED AS NECESSARY.
FORM 990, PART VI, SECTION C, LINE 19	ALL FORMS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION WILL BE MADE AVAILABLE UPON WRITTEN REQUEST OR CAN BE VIEWED AT THE SCHOOL'S CORPORATE ADDRESS IN FITCHBURG, MASSACHUSETTS.