HEAD OF SCHOOL

2013-11-13T08:31:41-06:00 2013-06-30 208014049 STONE & COMPANY LLC 57 BEDFORD ST STE 225 LEXINGTON MA 024204443 990 2012-07-01 042525467 THE LEARNING PROJECT INC LEAR 6172668427 107 MARLBOROUGH STREET BOSTON MA 02116 MICHAEL MCCORD HEAD OF SCHOOL 6172668427 2013-10-29 1 MATTHEW P STONE CPA P00034719 7818636300 2013-10-29 2012 2016-02-24 21:20:13Z MICHAEL MCCORD 107 MARLBOROUGH STREET BOSTON MA 02116 2961273 0 X LEARNINGPROJECT.ORG X 1973 MA EDUCATIONAL INSTRUCTION GRADES K-6. 22 22 50 0 0 0 405323 442965 2284908 2324349 46563 47022 33841 53933 2770635 2868269 385021 380715 0 0 1792967 1847536 0 0 54597 422142 391574 2600130 2619825 170505 248444 4757439 5470235 884412 923016 3873027 4547219 EDUCATIONAL INSTRUCTION GRADES K-6 0 0 2002358 380715 2324349 ELEMENTARY SCHOOL PROGRAMS FOR 117 STUDENTS IN GRADES K-6. THE SCHOOL HAS HIGH ACADEMIC EXPECTATIONS, BROAD DIVERSITY AND A STRONG SENSE OF COMMUNITY. 2002358 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 50 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ELISABETH MCCORD 6172668427 107 MARLBOROUGH STREET BOSTON MA 02116 CARL PRINDLE TRUSTEE CHAIR 2.00 X X 0 0 0 MICHELLE DAVIS TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 ANJALI SASTRY TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 ROBERT FORTES TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 LINDA BOSSE TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 IRA GOLDKLANG TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 CHANEL ANDERSON TRUSTEE ALUMNI MEMBER 2.00 X 0 0 0 DORCAS GRIGG-SAITO TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 JIM BORDEWICK TRUSTEE PARENT MEMBER 2.00 X 0 0 0 GAIL EAGAN TRUSTEE PARENT MEMBER 2.00 X 0 0 0 WILL CRAWFORD TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 LAURA QUILTY TRUSTEE CLERK 2.00 X X 0 0 0 JOHN AQUINO TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 ANDREW CABOT TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 JAMES HACKNEY TRUSTEE PARENT MEMBER 2.00 X 0 0 0 JOHN NELSON TRUSTEE TREASURER 2.00 X X 0 0 0 JILL HATTON TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 PAT BENZIE TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 HOWARD GALLIGAN TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 NED GRAY TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 JOSH GLENN TRUSTEE PARENT MEMBER 2.00 X 0 0 0 ALICIA TOWNS FRANKEN TRUSTEE PARENT MEMBER 2.00 X 0 0 0 MICHAEL MCCORD HEAD 40.00 X 146150 0 22565 ELISABETH MCCORD BUSINESS MANAGER 40.00 X 79622 0 15467 225772 0 38032 1 0 1 0 0 442965 27593 442965 TUITION 611710 2302923 2302923 MISCELLANEOUS 900099 18146 18146 APPLICATION FEES 611710 3280 3280 2324349 47240 47240 16549 16767 -218 -218 -218 130170 76237 53933 53933 2868269 2324349 0 100955 380715 380715 268489 84282 184207 1291675 1065906 185769 40000 79300 68184 7716 3400 98198 81726 13617 2855 109874 82001 24993 2880 24948 24948 23287 1834 16193 5260 63629 5913 57716 3840 1500 2340 26000 26000 72990 64835 8155 22507 5758 16547 202 EQUIPMENT, SUPPLIES AND 64271 58894 5377 REPAIRS & MAINTENANCE 56345 45076 11269 SCHOOL FUNCTIONS AND OU 17962 17962 UTILITIES 14490 11592 2898 1305 180 1125 2619825 2002358 562870 54597 1179224 1151351 1787 8232 14482 2457 19273 9456 1458753 996395 527868 462358 3014805 3836381 4757439 5470235 167461 200739 716951 722277 884412 923016 X 3192518 3726729 323713 394494 356796 425996 3873027 4547219 4757439 5470235 248444 425748 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE SCHOOL BELONGS TO MEMBER ORGANIZATIONS, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. SOME PORTION OF MEMBERSHIP DUES MAY BE UTILIZED FOR LOBBYING ACTIVITIES. 2327916 156900 392385 14550 2862651 2319473 24100 -1661 13975 2327937 1902898 22100 408138 13663 2319473 1657909 24600 233815 13426 1902898 2051424 39850 -402346 31019 1657909 0.75660 0.09460 0.14880 0 0 949875 624639 325236 310132 200386 109746 130204 102830 27374 68542 68540 2 462358 2989539 425748 76237 501985 2487554 380715 380715 2868269 2315347 76237 76237 2239110 380715 380715 2619825 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS AND ACTIVITIES DIRECT EXPENSES 76,237. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 380,715. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS AND ACTIVITIES DIRECT EXPENSES 76,237. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 380,715. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL ANNUALLY PUBLISHES A NOTICE OF ITS NON-DISCRIMINATION POLICY IN THE BOSTON GLOBE, A NEWSPAPER OF GENERAL CIRCULATION THAT SERVES ALL RACIAL SEGMENTS OF THE COMMUNITY. 40TH GALA 71182 71182 53556 SPRING EVENT 50238 50238 22051 3 8750 8750 630 130170 130170 76237 76237 53933 1 TUITION ASSISTANCE OR SCHOLARSHIP AWARDS. 33 380715 FAIR MARKET VALUE OF PUBLISHED TUITION RATES TUITION ASSISTANCE AND SCHOLARSHIP AWARDS. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE LEARNING PROJECT USES THE SCHOOL SCHOLARSHIP SERVICE IN PRINCETON, NEW JERSEY, WHICH PROCESSES ALL TUITION ASSISTANCE APPLICATIONS. THE SCHOOL SCHOLARSHIP SERVICE THEN SENDS THEIR EVALUATION AND A TUITION ASSISTANCE COMMITTEE OF THE LEARNING PROJECT BOARD OF TRUSTEES MAKES THE FINAL RECOMMENDATION. TUITION ASSISTANCE GRANTS ARE BASED ON THE ASSESSMENT OF NEED AND ON FUNDS AVAILABLE. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL MCCORD HEAD 146150 0 0 0 0 0 0 0 22565 0 168715 0 0 0 X 4 27593 MARKET VALUE OF SECURITY 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE HEAD OF THE SCHOOL MICHAEL MCCORD AND THE BUSINESS MANAGER OF THE SCHOOL ELISABETH MCCORD ARE HUSBAND AND WIFE. MR. MCCORD ALSO SERVES AS AN EX-OFFICIO MEMBER OF THE BOARD OF TRUSTEES OF THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 6 THE LEARNING PROJECT IS A MEMBERSHIP ORGANIZATION, THE MEMBERS OF THE BOARD OF TRUSTEES THEN IN OFFICE SHALL BE THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES THEN IN OFFICE SHALL BE THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PRESENTED TO THE GOVERNING BODY FOR COMMENTS AND QUESTIONS BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C UPON ELECTION TO THE BOARD, AND ANNUALLY THEREAFTER DURING HIS OR HER TERM, EACH TRUSTEE COMPLETES A CONFLICT OF INTEREST POLICY STATEMENT. EACH COMPLETED STATEMENT IS REVIEWED AND RETAINED BY THE BOARD TO ENSURE COMPLIANCE WITH THIS POLICY'S RESTRAINTS ON PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD'S REVIEW AND COMPENSATION COMMITTEE CONDUCTS A PERFORMANCE REVIEW WITH THE HEAD OF SCHOOL, REVIEWS DATA ON THE COMPENSATION OF HEADS OF COMPARABLE INDEPENDENT SCHOOLS IN MASSACHUSETTS, AND REPORTS ITS FINDINGS TO THE FULL BOARD WITH A RECOMMENDED COMPENSATION FOR THE HEAD. MINUTES OF THE MEETINGS ARE RETAINED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE ORGANIZATIONS FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE ORGANIZATIONS FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE.