CARROLL SCHOOL CORP: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CARROLL SCHOOL CORP (EIN 04-2145258)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-11
- IRS object ID
- 201320429349300977
- Schema version
- 2011v1.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-11T13:10:10-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043108635 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD MULHERIN & GREENE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 GROVE STREET | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042145258 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARROLL SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARR | NameControl |
| Phone | 7812598342 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BAKER BRIDGE ROAD | AddressLine1 |
| City | LINCOLN | City |
| State | MA | State |
| ZIP Code | 01773 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BROOKE ABLON | Name |
| Title | TREASURER | Title |
| Phone | 7812598342 | Phone |
| Date Signed | 2013-02-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH P GREENE | Name |
| PTIN | P00632697 | PTIN |
| Phone | 7813564800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BROOKE ABLON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BAKER BRIDGE ROAD | AddressLine1 |
| City | LINCOLN | City |
| State | MA | State |
| ZIP Code | 01773 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19566660 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CARROLLSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 307 | TotalNbrEmployees |
| Total Nbr Volunteers | 223 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1217050 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1751846 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13634427 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15490416 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 232431 | InvestmentIncomePriorYear |
| Investment Income Current Year | 198759 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 74317 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87626 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15158225 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17528647 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 762276 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 799350 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10741809 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11900691 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 436031 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2673525 | OtherExpensePriorYear |
| Other Expenses Current Year | 2776699 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14177610 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15476740 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 980615 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2051907 | RevenuesLessExpensesCY |
| Total Assets BOY | 26543092 | TotalAssetsBOY |
| Total Assets EOY | 27724801 | TotalAssetsEOY |
| Total Liabilities BOY | 8274208 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7398192 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18268884 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20326609 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12310397 | Expense |
| Revenue | 14111016 | Revenue |
| Description | DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 373 STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 761739 | Expense |
| Revenue | 1018263 | Revenue |
| Description | SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 196 STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 236620 | Expense |
| Revenue | 154395 | Revenue |
| Description | CENTER FOR INNOVATIVE EDUCATION PROVIDES AN OUTREACH AND RESEARCH-AND-DEVELOPMENT ARM FOR THE SCHOOL. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 63772 | 62797 | INSTITUTE FOR TEACHER AND PARENT TRAINING PROGRAMS TO DYSLEXIC CHILDREN. |
| 221367 | 231571 | AFTER SCHOOL PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 230 STUDENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 285139 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 294368 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 13593895 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 307 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKE ABLON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7812598342 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BAKER BRIDGE ROAD | AddressLine1 |
| City | LINCOLN | City |
| State | MA | State |
| ZIP Code | 01773 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SAM FOSTER | ||||||
| CHAIR | 3.00 | X | X | 0 | 0 | 0 |
| LAURA REHNERT | ||||||
| CO-VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MARY R LOEKEN PHD | ||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 |
| PETER F MURPHY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BROOKE W ABLON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JAMES M ALDEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY E DOLBEAR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES FAULKNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| EILEEN GLOVSKY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER FULTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROGER PATKIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY SULLIVAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD WATERS | ||||||
| MEMBER-AT-LARGE | 1.00 | X | X | 0 | 0 | 0 |
| KATHERINE CHAPMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIE YANDOW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD CUMMINGS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRENT DELEHEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSHUA LEVY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMIE MANION | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DANIEL LYNCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBBIE PILTCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DONNA STODDARD | ||||||
| CO-VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| BRAD WATTS | ||||||
| CO-VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| STEVE WILKINS | ||||||
| HEAD OF SCHOOL | 35.00 | X | 187710 | 0 | 16716 | |
| MICHELLE GUERTIN | ||||||
| CFO | 35.00 | X | 108683 | 0 | 8606 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 296393 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25322 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HR CONCEPTS LLC | |||||
| 111 CHARLES STREET | MANCHESTER | NH | 03101 | BENEFIT PLAN ADMINISTRATION | 290713 |
| COMPLETE INDUSTRIAL CLEANING | |||||
| 80 NEW SALEM STREET | WAKEFIELD | MA | 01880 | CLEANING SERVICES | 165667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 212884 | FundraisingEvents |
| All Other Contributions | 1538962 | AllOtherContributions |
| Total Contributions | 1751846 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITON AND FEES | 611600 | 14033580 | 14033580 |
| SUMMER PROGRAMS | 611600 | 1010813 | 1010813 |
| EXTENDED DAY PROGRAMS | 611600 | 231571 | 231571 |
| CENTER FOR INNOVATIVE | 611710 | 154185 | 154185 |
| TEACHER TRAINING PROGR | 611430 | 60267 | 60267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15490416 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86593 | TotalRevenueColumn |
| Exclusion | $86,593 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2097119 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1984953 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112166 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 112166 | TotalRevenueColumn |
| Exclusion | $112,166 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 53060 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 212884 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 53060 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER INCOME | 900099 | 52001 | 52001 |
| RENTAL INCOME | 531120 | 35625 | 35625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 87626 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17528647 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15578042 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $198,759 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 799350 | Total |
| Program Services | 799350 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364665 | Total |
| Program Services | 173708 | ProgramServices |
| Management And General | 190957 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9294253 | Total |
| Program Services | 8384742 | ProgramServices |
| Management And General | 653309 | ManagementAndGeneral |
| Fundraising | 256202 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308502 | Total |
| Program Services | 275044 | ProgramServices |
| Management And General | 23037 | ManagementAndGeneral |
| Fundraising | 10421 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1231699 | Total |
| Program Services | 1112545 | ProgramServices |
| Management And General | 76353 | ManagementAndGeneral |
| Fundraising | 42801 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701572 | Total |
| Program Services | 609575 | ProgramServices |
| Management And General | 73678 | ManagementAndGeneral |
| Fundraising | 18319 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33903 | Total |
| Management And General | 33903 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34000 | Total |
| Management And General | 34000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6971 | Total |
| Program Services | 6971 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 856288 | Total |
| Program Services | 807015 | ProgramServices |
| Management And General | 49273 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38792 | Total |
| Program Services | 36834 | ProgramServices |
| Management And General | 1958 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 679324 | Total |
| Program Services | 649521 | ProgramServices |
| Management And General | 29803 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2299 | Total |
| Management And General | 2299 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | 471743 | 100509 | 262946 | 108288 |
| PROGRAM SUPPLIES AND MA | 347582 | 347582 | ||
| PROGRAM SUPPORT | 227942 | 227942 | ||
| PROGRAM STAFF TRAINING | 40611 | 40611 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37244 | Total |
| Program Services | 21946 | ProgramServices |
| Management And General | 15298 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15476740 | Total |
| Program Services | 13593895 | ProgramServices |
| Management And General | 1446814 | ManagementAndGeneral |
| Fundraising | 436031 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478882 | BOY |
| EOY | 514824 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5961780 | BOY |
| EOY | 7056999 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 910963 | BOY |
| EOY | 887023 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120780 | BOY |
| EOY | 167979 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193528 | BOY |
| EOY | 219244 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18184183 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4559599 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13564918 | BOY |
| EOY | 13624584 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4931318 | BOY |
| EOY | 4862718 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380923 | BOY |
| EOY | 391430 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26543092 | BOY |
| EOY | 27724801 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1516076 | BOY |
| EOY | 1713323 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2499837 | BOY |
| EOY | 2546078 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4258295 | BOY |
| EOY | 3138791 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8274208 | BOY |
| EOY | 7398192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11920748 | BOY |
| EOY | 13977610 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2190175 | BOY |
| EOY | 2186038 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4157961 | BOY |
| EOY | 4162961 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18268884 | BOY |
| EOY | 20326609 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26543092 | BOY |
| EOY | 27724801 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2051907 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5818 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5032989 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 219990 | InvestmentEarningsOrLosses |
| Other Expenditures | 298780 | OtherExpenditures |
| Administrative Expenses | 49973 | AdministrativeExpenses |
| End Of Year Balance | 4929226 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4641013 | BeginningOfYearBalance |
| Contributions | 1900 | Contributions |
| Investment Earnings Or Losses | 749569 | InvestmentEarningsOrLosses |
| Other Expenditures | 309317 | OtherExpenditures |
| Administrative Expenses | 50176 | AdministrativeExpenses |
| End Of Year Balance | 5032989 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4766714 | BeginningOfYearBalance |
| Contributions | 46346 | Contributions |
| Investment Earnings Or Losses | 317697 | InvestmentEarningsOrLosses |
| Other Expenditures | 441140 | OtherExpenditures |
| Administrative Expenses | 48604 | AdministrativeExpenses |
| End Of Year Balance | 4641013 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5349392 | BeginningOfYearBalance |
| Contributions | 30000 | Contributions |
| Investment Earnings Or Losses | -571125 | InvestmentEarningsOrLosses |
| Administrative Expenses | 41553 | AdministrativeExpenses |
| End Of Year Balance | 4766714 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.84000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5926862 | OtherCostOrOtherBasis |
| Book Value | 5926862 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10012408 | OtherCostOrOtherBasis |
| Depreciation | 3178860 | Depreciation |
| Book Value | 6833548 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1790515 | OtherCostOrOtherBasis |
| Depreciation | 1043164 | Depreciation |
| Book Value | 747351 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 454398 | OtherCostOrOtherBasis |
| Depreciation | 337575 | Depreciation |
| Book Value | 116823 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13624584 | TotalOfBookValueLandBuildings |
| Total Revenue | 17528647 | TotalRevenue |
| Total Expenses | 15476740 | TotalExpenses |
| Excess Or Deficit For Year | 2051907 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3396 | NetUnrealizedGLOnInvestments |
| Other | $9,214 | OtherAmount |
| Total Adjustments | 5818 | TotalAdjustments |
| Excess Or Deficit Per FS | 2057725 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16788175 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 5818 | OtherRevenues |
| Revenue Not Rptd F990 | 5818 | RevenueNotRptdF990 |
| Revenue Subtotal | 16782357 | RevenueSubtotal |
| Other Revenues Not Included | 746290 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 746290 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17528647 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14730450 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 53060 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 53060 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14677390 | ExpensesSubtotal |
| Other Expenses Not Included | 799350 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 799350 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15476740 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | 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, 2012, 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 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST 9,214. | |
| PART XII LINE 2D CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST - $9,214 NET UNREALIZED LOSS ON INVESTMENTS - ($3,396) TOTAL TO SCHEDULE D, PART XII, LINE 2D - $5,818 PART XII LINE 4B FINANCIAL AID - $799,350 FUNDRAISING EVENT EXPENSE - ($53,060) TOTAL TO SCHEDULE D, PART XII, LINE 4B - $746,290 PART XII LINE 2D FUNDRAISING EVENT EXPENSE - $53,060 PART XIII LINE 4B FINANCIAL AID - $799,350 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 265944 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 212884 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 53060 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 53060 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 265944 | GrossReceiptsTotal |
| Charitable Contributions Total | 212884 | CharitableContributionsTotal |
| Gross Revenue Total Events | 53060 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 53060 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 53060 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 50 | NumberOfRecipients |
| Amount Of Cash Grant | 799350 | AmountOfCashGrant |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVE WILKINS | NamePerson |
| Base Compensation Filing Org | 185698 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 2012 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9526 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 7190 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 204426 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ANGELA WILKINS | |||
| MOTHER OF THE HEAD OF SCHOOL | 53132 | COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL | 0 |
| SARAH WILKINS | |||
| WIFE OF THE HEAD OF SCHOOL | 71287 | COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL | 0 |
| JENNIFER WILKINS | |||
| DAUGHTER OF THE HEAD OF SCHOOL | 40386 | COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 33893 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE SCHOOL UTILIZES THE SERVICES OF SMITH BARNEY-CITIGROUP TO SELL DONATED STOCK. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY THE SCHOOL'S AUDITORS AND IS REVIEWED BY THE FINANCE COMMITTEE BEFORE FILING. BOARD OF TRUSTEE MEMBERS ARE GIVEN THE OPPORTUNITY 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,396. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST 9,214. TOTAL TO FORM 990, PART XI, LINE 5: 5,818. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED FROM LAST FISCAL YEAR. |
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