2012-03-29T15:35:00-05:00 2011-06-30 BOISSELLE MORTON & ASSOCIATES LLP 48 BAY ROAD PO BOX 374 HADLEY MA 01035 990 2010-07-01 042724993 THE ACADEMY AT CHARLEMONT INC ACAD 4133394912 ROUTE 2 MOHAWK TRAIL CHARLEMONT MA 01339 STUART MIEHER 4133394912 2012-03-14 1 JOSEPH P WOLKOWICZ CPA 4135870099 2010 2016-02-24 21:20:13Z DAVID EPSTEIN ROUTE 2 MOHAWK TRAIL CHARLEMONT MA 01339 3426596 0 X CHARLEMONT.ORG X 1981 MA INDEPENDENT SECONDARY COLLEGE PREPARATORY SCHOOL. 23 23 62 50 0 0 240251 677427 2455162 2726601 12345 4547 16193 13191 2723951 3421766 0 0 0 0 1202690 1309701 0 0 119810 1584371 1829620 2787061 3139321 -63110 282445 2716539 3156516 1595432 1511581 1121107 1644935 X THE ACADEMY AT CHARLEMONT MAKES A CLASSICAL, ACADEMIC EDUCATION AVAILABLE TO CHILDREN FROM THE TOWNS OF WESTERN MASSACHUSETTS. THE ACADEMY SEEKS TO GRADUATE YOUNG MEN AND WOMEN PREPARED TO BE SUCCESSFUL AS COLLEGE STUDENTS AND AS CITIZENS. WE EMPHASIZE CLEAR, ORIGINAL THINKING THAT IS EXPRESSED WITH PRECISION, CLARITY, AND GRACE, WE STRIVE TO SHOW THE CONNECTION AMONG PEOPLES, PLACES, AND AREAS OF INQUIRY THROUGH INTER-DISCIPLINARY LEARNING. THE ACADEMY COMMUNITY IS FOUNDED ON THE VALUES OF SELF-RELIANCE, INDUSTRY, INTEGRITY, AND COMPASSION; THOSE VALUES ARE REFLECTED CLEARLY IN THE HONOR CODE AND ARE NURTURED THROUGH OUR SYSTEM OF SELF-GOVERNMENT. 0 0 2662293 2726601 PROVIDED CO-EDUCATIONAL, COLLEGE-PREPARATORY DAY SCHOOL EDUCATION FOR 115 STUDENTS IN GRADES SEVEN THROUGH TWELVE. 2662293 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 62 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X JOHN BALDWIN 4133394912 ROUTE 2 CHARLEMONT MA 01339 JOAN BIANCHI 2.00 X 0 0 0 JAYNE DANE 2.00 X 0 0 0 CHRIS FARLEY 2.00 X 0 0 0 BILL GRINNELL 2.00 X 0 0 0 JOAN BIANCHI 2.00 X 0 0 0 JAYNE DANE 2.00 X 0 0 0 CHRIS FARLEY 2.00 X 0 0 0 BILL GRINNELL 2.00 X 0 0 0 BRUCE LESSELS 2.00 X 0 0 0 GILLEAN MACLEAN 2.00 X 0 0 0 SARAH MCKUSICK 2.00 X 0 0 0 BO PEABODY 2.00 X 0 0 0 JESSE PORTER-HENRY 2.00 X 0 0 0 JAKA CONKLIN SAARONY 2.00 X 0 0 0 DEBORAH SHRIVER 2.00 X 0 0 0 ROBERT SPERRY-FROMM 2.00 X 0 0 0 OLIVER STEBICH 2.00 X 0 0 0 PETER STEVENS 2.00 X 0 0 0 ELINOR TODD 2.00 X 0 0 0 MISSY WICK 2.00 X 0 0 0 DAVID EPSTEIN 4.00 X X 0 0 0 STUART MIEHER 4.00 X X 0 0 0 SUSAN ALFORD MACKIE 4.00 X X 0 0 0 TODD SUMNER 40.00 X 61506 0 3660 JOHN BALDWIN 40.00 X 60375 0 4590 KARIN REHMUS 40.00 X 36376 0 9640 MARTHA TIRK 40.00 X 28333 0 0 186590 0 17890 0 0 0 0 0 677427 236700 677427 TUITION 900099 2531200 2531200 STUDENT FEES/SERVICES 900099 195401 195401 2726601 4547 4547 17501 3389 14112 14112 520 1441 -921 -921 3421766 2726601 0 17738 172377 21037 130303 21037 957643 833273 62026 62344 101419 84815 15337 1267 78262 58440 13540 6282 10991 10991 38123 38123 63973 63973 3721 1134 2587 38109 37944 165 72586 72586 23618 23618 FINANCIAL AID 1147555 1147555 ACADEMIC DEPARTMENT 136872 136872 TRANSPORTATION 67157 67157 STUDENT ACTIVITIES 50956 50956 LUNCHES 46307 46307 129652 40244 60528 28880 3139321 2662293 357218 119810 47769 139630 41055 21339 273103 324178 37382 38485 7187 5766 27425 26393 3257507 999097 1995302 2258410 97864 133562 189452 208753 2716539 3156516 152704 92243 989936 1049403 452792 369935 1595432 1511581 X 496654 1039275 67500 38954 556953 566706 1121107 1644935 2716539 3156516 X 282445 241383 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 558640 4300 3766 566706 535281 19354 4005 558640 288638 250000 -3357 535281 1.00000 0 0 602044 602044 1850200 559312 1290888 154164 37617 116547 313439 254600 58839 337660 147568 190092 2258410 DUE FROM UNRESTRICTED NET ASSETS 208753 208753 PREPAID TUITION AND FEES 147624 DUE TO ENDOWMENT 172596 DUE TO TEMPORARILY RESTRICTED FUNDS 36157 DUE TO OTHERS 13558 369935 3421766 3139321 282445 241383 241383 523828 2520424 4683 -910855 -906172 3426596 -4830 -4830 3421766 1996596 4830 4830 1991766 1147555 1147555 3139321 PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INVESTMENTS 4,683. IN-KIND GIFT 236,700. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -1,147,555. IN-KIND GIFT 236,700. PART XII, LINE 4B - OTHER ADJUSTMENTS: TEXTBOOK AND CLOTHING COST OF SALES -1,441. AUCTION EXPENSES -3,389. PART XIII, LINE 2D - OTHER ADJUSTMENTS: TEXTBOOKS AND CLOTHING COST OF SALES 1,441. AUCTION EXPENSES 3,389. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,147,555. 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 OUR RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL OUR ADVERTISEMENTS AND PROMOTIONAL MATERIALS. AUCTION 17501 17501 3389 17501 17501 3389 3389 14112 X 1 236700 EST. FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED BY THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE BUSINESS MANAGER AND HEADMASTER MONITOR COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE HEADMASTER'S (CEO'S) COMPENSATION IS DETERMINED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, AS PER THE LETTER OF AGREEMENT BOTH PARTIES HAVE SIGNED. COMPARABILITY DATA ARE USED IN SETTING COMPENSATION FOR THE HEADMASTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: UNREALIZED LOSS ON INVESTMENTS 4,683. IN-KIND GIFT 236,700. TOTAL TO FORM 990, PART XI, LINE 5: 241,383. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDPENDENT ACCOUNTANT DURING THE FISCAL YEAR.