APPLEWILD SCHOOL: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: APPLEWILD SCHOOL (EIN 04-2225643)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-10-25
IRS object ID: 201322989349300412
Schema version: 2012v2.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-25T08:17:37-07:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Venning & Jacques PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	43 Lennon St	AddressLine1
City	Gardner	City
State	MA	State
ZIP Code	01440	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042225643	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	APPLEWILD SCHOOL INCORPORATED	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	APPL	NameControl
Phone	9783426053	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	120 PROSPECT STREET	AddressLine1
City	FITCHBURG	City
State	MA	State
ZIP Code	01420	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Ron Feldman	Name
Title	President	Title
Date Signed	2013-10-25	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Gerald L Bankowski CPA	Name
PTIN	P01221788	PTIN
Phone	9786324080	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Ron Feldman	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1111 Oak Hill Road	AddressLine1
City	Fitchburg	City
State	MA	State
ZIP Code	01420	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	5114751	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	WWW.APPLEWILD.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1956	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	To provide for the advancement or promotion of learning, science, literature, music, and art.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	16	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1190211	ContributionsGrantsPriorYear
Contributions Grants Current Year	408567	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	3269442	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2938706	ProgramServiceRevenueCY
Investment Income Prior Year	553377	InvestmentIncomePriorYear
Investment Income Current Year	288901	InvestmentIncomeCurrentYear
Other Revenue Prior Year	79811	OtherRevenuePriorYear
Other Revenue Current Year	85376	OtherRevenueCurrentYear
Total Revenue Prior Year	5092841	TotalRevenuePriorYear
Total Revenue Current Year	3721550	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2964256	SalariesEtcPriorYear
Salaries Etc Current Year	2835655	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	126093	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1406013	OtherExpensePriorYear
Other Expenses Current Year	1567349	OtherExpensesCurrentYear
Total Expenses Prior Year	4370269	TotalExpensesPriorYear
Total Expenses Current Year	4403004	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	722572	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-681454	RevenuesLessExpensesCY
Total Assets BOY	16072117	TotalAssetsBOY
Total Assets EOY	15347474	TotalAssetsEOY
Total Liabilities BOY	775263	TotalLiabilitiesBOY
Total Liabilities EOY	732367	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	15296854	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	14615107	NetAssetsOrFundBalancesEOY
Mission Description	To provide for the advancement or promotion of learning, science, literature, music, and art.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	3157748	Expense
Revenue	2860072	Revenue
Description	Day program provides an educational curriculum to children in kindergarten through the 8th grade.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	61551	Expense
Revenue	78634	Revenue
Description	Summer program provides educational and recreational activities.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	3219299	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	36	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	16	NbrVotingGoverningBodyMembers
Number Independent Voting Members	16	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	KRISTEN PALOJARVI	NamePerson
Telephone Number	9783426053	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	120 PROSPECT STREET	AddressLine1
City	FITCHBURG	City
State	MA	State
ZIP Code	01420	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer
Emily Bracchitta
Dircetor of Adm	0.00	0.00	78045	0	0
Carolyn Stimpson
Trustee	0.00	0.00	0	0	0
Scott Swain
Trustee	1.00	0.00	0	0	0	X
Dr Robert Oot
Trustee	1.00	0.00	0	0	0	X
Sharon Jacques
Trustee	1.00	0.00	0	0	0	X
Beth Lindstrom
Treasurer	1.00	0.00	0	0	0	X
Joseph Lotuff
Trustee	1.00	0.00	0	0	0	X
Ron Feldman
President	2.00	0.00	0	0	0	X
Debbie MacDonald
Trustee	1.00	0.00	0	0	0	X
Kimberly Ansin
Secretary	1.00	0.00	0	0	0	X
Michael Lyons
Trustee	1.00	0.00	0	0	0	X
Lisa Bakstran
Trustee	1.00	0.00	0	0	0	X
William Aubuchon
Vice President	1.00	0.00	0	0	0	X
Kathleen Giles
Trustee	1.00	0.00	0	0	0	X
Wells Dow
Trustee	1.00	0.00	0	0	0	X
William Ellerkamp
Trustee	1.00	0.00	0	0	0	X
Cynthia Wilson Belsky
Trustee	1.00	0.00	0	0	0	X
Kristen Palojarvi
Director of Op	40.00	0.00	76700	0	0		X
Christopher Williamson
Head of School	50.00	0.00	147500	0	0		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	302245	TotalReportableCompFromOrg
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	true	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	408567	AllOtherContributions
Total Contributions	408567	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Tuition and Fees	2521158	2521158
Summer Programs	78634	78634
Auxilary Services	338914	338914

Field	Value	IRS element (for citing)
Total Program Service Revenue	2938706	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	152471	TotalRevenueColumn
Exclusion	$152,471	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1529631	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1393201	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	136430	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	136430	TotalRevenueColumn
Related Or Exempt Function Income	136430	RelatedOrExemptFunctionIncome

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Miscellaneous	71573	71573
Fees	13803	13803

Field	Value	IRS element (for citing)
Total Other Revenue	85376	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	3721550	TotalRevenueColumn
Related Or Exempt Function Income	3160512	RelatedOrExemptFunctionIncome
Exclusion	$152,471	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	224200	Total
Program Services	147500	ProgramServices
Management And General	76700	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	2242810	Total
Program Services	1793416	ProgramServices
Management And General	362470	ManagementAndGeneral
Fundraising	86924	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	177164	Total
Program Services	89579	ProgramServices
Management And General	79175	ManagementAndGeneral
Fundraising	8410	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	191481	Total
Program Services	148069	ProgramServices
Management And General	33597	ManagementAndGeneral
Fundraising	9815	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	3941	Total
Management And General	3941	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	11000	Total
Management And General	11000	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	120356	Total
Program Services	18068	ProgramServices
Management And General	102155	ManagementAndGeneral
Fundraising	133	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	24854	Total
Program Services	1595	ProgramServices
Management And General	19385	ManagementAndGeneral
Fundraising	3874	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	253796	Total
Program Services	228416	ProgramServices
Management And General	25380	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	1695	Total
Program Services	602	ProgramServices
Management And General	1006	ManagementAndGeneral
Fundraising	87	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	12059	Total
Program Services	9401	ProgramServices
Management And General	1665	ManagementAndGeneral
Fundraising	993	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	404736	Total
Program Services	364262	ProgramServices
Management And General	40474	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	51205	Total
Management And General	51205	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Supplies	69128	39485	21934	7709
Food - Cafeteria	77852	77194	622	36
Advertising	90591	9272	81319
Bus Rentals	180164	180164

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	265972	Total
Program Services	112276	ProgramServices
Management And General	145584	ManagementAndGeneral
Fundraising	8112	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	4403004	Total
Program Services	3219299	ProgramServices
Management And General	1057612	ManagementAndGeneral
Fundraising	126093	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	112273	BOY
EOY	85549	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1278941	BOY
EOY	1055782	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	515268	BOY
EOY	423385	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	196019	BOY
EOY	201696	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	99694	BOY
EOY	111110	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	15836124	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	6411696	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	5894939	BOY
EOY	9424428	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3851496	BOY
EOY	3778527	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	4123487	BOY
EOY	266997	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	16072117	BOY
EOY	15347474	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	89162	BOY
EOY	88194	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	686101	BOY
EOY	626139	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
EOY	11851	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
EOY	6183	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	775263	BOY
EOY	732367	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	10803137	BOY
EOY	10037487	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3166666	BOY
EOY	3239563	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1327051	BOY
EOY	1338057	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	15296854	BOY
EOY	14615107	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	16072117	BOY
EOY	15347474	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-681454	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	-293	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	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	3273901	BeginningOfYearBalance
Contributions	11006	Contributions
Investment Earnings Or Losses	169362	InvestmentEarningsOrLosses
Other Expenditures	222957	OtherExpenditures
End Of Year Balance	3231312	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3221512	BeginningOfYearBalance
Contributions	1011	Contributions
Investment Earnings Or Losses	89143	InvestmentEarningsOrLosses
Other Expenditures	37765	OtherExpenditures
End Of Year Balance	3273901	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3034226	BeginningOfYearBalance
Contributions	14165	Contributions
Investment Earnings Or Losses	304460	InvestmentEarningsOrLosses
Other Expenditures	131339	OtherExpenditures
End Of Year Balance	3221512	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	0.44000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.56000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	105000	InvestmentCostOrOtherBasis
Book Value	105000	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	10350309	InvestmentCostOrOtherBasis
Depreciation	2489563	Depreciation
Book Value	7860746	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	3945469	InvestmentCostOrOtherBasis
Depreciation	2537291	Depreciation
Book Value	1408178	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	597153	InvestmentCostOrOtherBasis
Depreciation	551273	Depreciation
Book Value	45880	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	838193	InvestmentCostOrOtherBasis
Depreciation	833569	Depreciation
Book Value	4624	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	9424428	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Amount	$6,183	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	6183	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	3721550	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	3721550	RevenueSubtotal
Total Revenue Per Form990	3721550	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4403004	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	4403004	ExpensesSubtotal
Total Expenses Per Form990	4403004	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	Part V, Line 4	Identifier
Return Reference	Part V, Line 4: Intended uses of the endowment fund.	ReturnReference
Explanation	The intended use of endowment funds includes:1. Financial Aid2. Faculty Development3. The Arts4. Operations	Explanation

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	false	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

Field	Value	IRS element (for citing)
Identifier	Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized	Identifier
Explanation	Local advertising used to attract new students.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException
Rebuttable Presumption Procedure	false	RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	Christopher Williamson	NamePerson
Title	Head of School	Title
Base Compensation Filing Org	147500	BaseCompensationFilingOrg
Total Compensation Filing Org	147500	TotalCompensationFilingOrg

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	Sch J, Part I, Line 1a	Identifier
Return Reference	Part I, Line 1a: Relevant information in regards to selections on 1a.	ReturnReference
Explanation	Travel for companion relates to the bona fide expenses associated with the spouse to accompany the Head of School to national conference of independent shools. This is a provision included within the employment contractHousing Allowance or Residence for Personal Use is mandates by the board of trustees due to the extensive hours worked by the Head of School.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	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.
Form 990, Part VI, Line 15b	Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	Per Board policy, the President and Treasurer of the Board are responsible for setting the salaries of the Head of School and the 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, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	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, Line 11b	Form 990, Part VI, Line 11b: Form 990 Review Process	Trustees receive a copy of the Form 990 for their review prior to the October meeting of the Board. The Treasurer of the Board and the Director of Finance & Operations will review the Form 990 and respond to any questions. The Trustees will then acknowledge review of the Form 990.