2012-04-05T09:57:39-05:00 2011-06-30 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2010-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 BROOKE ABLON 7812598342 2012-03-05 1 JOSEPH P GREENE 7813564800 2010 2016-02-24 21:20:13Z BROOKE ABLON 25 BAKER BRIDGE ROAD LINCOLN MA 01773 17500652 0 X WWW.CARROLLSCHOOL.ORG X 1952 MA THE CARROLL SCHOOL IS DEDICATED TO MEETING THE EDUCATIONAL NEEDS OF CHILDREN DIAGNOSED WITH LANGUAGE BASED LEARNING DISABILITIES AND TO SUPPORTING THE CONSTITUENCIES THAT SERVE THEM. CARROLL SEEKS A CULTURALLY, ETHNICALLY, AND ECONOMICALLY DIVERSE POPULATION AND IS AN ACTIVE PUBLIC CHAMPION FOR PERSONS WITH LEARNING DISABILITIES. 27 27 271 147 0 0 4415623 1217050 11530059 13634427 115181 232431 64817 74317 16125680 15158225 598012 762276 0 0 9341730 10741809 0 0 371467 1764935 2673525 11704677 14177610 4421003 980615 24548137 26543092 7724154 8274208 16823983 18268884 X THE CARROLL SCHOOL IS DEDICATED TO MEETING THE EDUCATIONAL NEEDS OF CHILDREN DIAGNOSED WITH LANGUAGE BASED LEARNING DISABILITIES AND TO SUPPORTING THE CONSTITUENCIES THAT SERVE THEM. CARROLL SEEKS A CULTURALLY, ETHNICALLY, AND ECONOMICALLY DIVERSE POPULATION AND IS AN ACTIVE PUBLIC CHAMPION FOR PERSONS WITH LEARNING DISABILITIES. 0 0 11183929 12253010 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 335 STUDENTS. 734362 1046005 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 195 STUDENTS. 259730 237702 AFTER SCHOOL PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 240 STUDENTS. 174123 99123 CENTER FOR INNOVATIVE EDUCATION PROVIDES AN OUTREACH AND RESEARCH-AND-DEVELOPMENT ARM FOR THE SCHOOL. 44110 72904 INSTITUTE FOR TEACHER AND PARENT TRAINING PROGRAMS TO DYSLEXIC CHILDREN. 218233 172027 12396254 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 16 0 1 271 1 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X BROOKE ABLON 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 WILLIAM COPACINO 3.00 X X 0 0 0 LISA DE CRISTO 1.00 X X 0 0 0 MORAG BAMFORTH 1.00 X X 0 0 0 SAM FOSTER 1.00 X X 0 0 0 PETER F MURPHY 1.00 X 0 0 0 BROOKE W ABLON 1.00 X X 0 0 0 MARY R LOEKEN PHD 1.00 X X 0 0 0 JAMES M ALDEN 1.00 X 0 0 0 MARY E DOLBEAR 1.00 X 0 0 0 JAMES FAULKNER 1.00 X 0 0 0 EILEEN GLOVSKY 1.00 X 0 0 0 BECCA MAILER-HOWAT 1.00 X 0 0 0 LAURA REHNERT 1.00 X 0 0 0 RICHARD ROBB 1.00 X 0 0 0 LINDA FENNELL 1.00 X 0 0 0 DONNA STODDARD 1.00 X X 0 0 0 MARY SULLIVAN 1.00 X 0 0 0 RICHARD WATERS 1.00 X 0 0 0 BRAD WATTS 1.00 X X 0 0 0 KATHERINE CHAPMAN 1.00 X 0 0 0 CATHERINE CORMAN 1.00 X 0 0 0 RICHARD CUMMINGS 1.00 X 0 0 0 BRENT DELEHEY 1.00 X 0 0 0 JOSHUA LEVY 1.00 X 0 0 0 JAMIE MANION 1.00 X 0 0 0 DANIEL LYNCH 1.00 X 0 0 0 DEBBIE PILTCH 1.00 X 0 0 0 STEVE WILKINS 35.00 X 180534 0 21086 MICHELLE GUERTIN 35.00 X 104850 0 11064 285384 0 32150 2 0 1 0 COMPLETE INDUSTRIAL CLEANING INC 80 NEW SALEM ST 7 WAKEFIELD MA 01880 CLEANING SERVICES 131191 1 1217050 44332 1217050 TUITON AND FEES 611600 12188027 12188027 SUMMER PROGRAMS 611600 1036518 1036518 EXTENDED DAY PROGRAMS 611600 239245 239245 CENTER FOR INNOVATIVE 611710 98963 98963 TEACHER TRAINING PROGR 611430 71674 71674 13634427 116748 116748 2458110 2342427 115683 115683 115683 OTHER INCOME 900099 43617 43617 RENTAL INCOME 531120 30700 30700 74317 15158225 13708744 0 232431 762276 762276 328695 156808 171887 8467522 7569303 656682 241537 282831 249274 22981 10576 1025996 917123 69277 39596 636765 549207 70353 17205 26305 26305 36807 36807 8539 8539 1032505 969806 62699 45978 44093 1885 559248 529600 29648 1899 1899 OTHER PROFESSIONAL FEES 349482 54230 232699 62553 PROGRAM SUPPLIES AND MA 302198 302198 PROGRAM SUPPORT 240042 240042 TEMPORARY HELP 32192 5425 26767 PROGRAM STAFF TRAINING 21250 21250 17080 17080 14177610 12396254 1409889 371467 272704 478882 5164813 5961780 1094888 910963 195360 120780 60672 193528 17473169 3908251 12995134 13564918 4385664 4931318 378902 380923 24548137 26543092 1161345 1516076 2232196 2499837 4330613 4258295 7724154 8274208 X 10703801 11920748 1934121 2190175 4186061 4157961 16823983 18268884 24548137 26543092 X 980615 464286 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4641013 1900 749569 309317 50176 5032989 4766714 46346 317697 441140 48604 4641013 5349392 30000 -571125 41553 4766714 0.82000 0.18000 0 0 5926862 5926862 9660869 2872030 6788839 1481050 718856 762194 404388 317365 87023 13564918 15158225 14177610 980615 515299 -51013 464286 1444901 14910235 515299 -1013 514286 14395949 762276 762276 15158225 13465334 50000 50000 13415334 762276 762276 14177610 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, 2011, 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 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: VALUATION LOSS -50,000. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST -1,013. PART XII LINE 2D CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST - -$1,013 PART XII LINE 4B FINANCIAL AID - $762,276 PART XIII LINE 2D VALUATION LOSS - $50,000 PART XIII LINE 4B FINANCIAL AID - $762,276 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 STATED IN ALL SCHOOL LITERATURE. SCHOOL PARTICIPATES IN ASSOCIATED INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE) ANNUAL PUBLIC REAFFIRMATION POLICY STATEMENT ON NON-DISCRIMINATION. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE CARROLL SCHOOL OPERATES A PRIVATE DAY SCHOOL THAT IS APPROVED BY THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION AND, AS SUCH, RECEIVES FUNDING FROM VARIOUS CITIES AND TOWNS WITHIN MASSACHUSETTS. 1 FINANCIAL AID 43 762276 FAIR MARKET VALUE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SCHOOL PROVIDES FINANCIAL AID TO STUDENTS BASED ON AN APPLICATION PROCESS. FINANCIAL AID NEED IS BASED UPON INCOME, ASSET, AND DEBT LEVELS OF EACH STUDENT'S FAMILY. A FINANCIAL AID COMMITTEE IS CHARGED WITH AWARDING THE GRANTS AND FOR THE OVERSIGHT OF THEM. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 STEVE WILKINS 180534 0 0 0 0 0 9248 0 11838 0 201620 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, THE HEAD OF SCHOOL IS REQUIRED TO BE AVAILABLE ON A TWENTY-FOUR HOUR BASIS. THE ORGANIZATION THEREFORE PROVIDES HOUSING TO THE HEAD OF SCHOOL THAT IS ADJACENT TO THE CARROLL SCHOOL'S PROPERTY. ANGELA WILKINS MOTHER OF THE HEAD OF SCHOOL 36241 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 SARAH WILKINS WIFE OF THE HEAD OF SCHOOL 61874 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 JENNIFER WILKINS DAUGHTER OF THE HEAD OF SCHOOL 13730 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 X 4 44332 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE SCHOOL UTILIZES THE SERVICES OF SMITH BARNEY-CITIGROUP TO SELL DONATED STOCK. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 515,299. VALUATION LOSS -50,000. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST -1,013. TOTAL TO FORM 990, PART XI, LINE 5: 464,286. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM LAST FISCAL YEAR.