2011-11-03T09:31:22-05:00 2011-06-30 RSM MCGLADREY INC 80 CITY SQUARE BOSTON MA 021293742 990 2010-07-01 042104832 THE PIKE SCHOOL PIKE 9784751197 34 SUNSET ROCK ROAD ANDOVER MA 01810 JOHN WATERS 9784751197 2011-11-03 1 LYNNE JOHNSON 6179129000 2010 2016-03-07 17:11:31Z JOHN WATERS 34 SUNSET ROCK ROAD ANDOVER MA 01810 11635232 0 X WWW.PIKESCHOOL.ORG X 1926 MA THE PIKE SCHOOL IS A PK-9 PRIVATE SCHOOL OF APPROXIMATELY 438 STUDENTS. THE PIKE SCHOOL SEEKS TO DEVELOP WITHIN ITS COMMUNITY A LIFE LONG LOVE OF LEARNING, RESPECT FOR OTHERS, JOY OF PHYSICAL ACTIVITY, AND A CREATIVE SPIRIT. 22 22 108 5 0 0 1003641 822446 9639400 10024433 109738 242169 64248 27424 10817027 11116472 971090 1143555 0 0 6160391 6899730 0 0 431731 3887958 3481332 11019439 11524617 -202412 -408145 25594027 26128966 6400147 6281084 19193880 19847882 X THE PIKE SCHOOL SEEKS TO DEVELOP WITHIN ITS COMMUNITY A LIFE-LONG LOVE OF LEARNING, RESPECT FOR OTHERS, THE JOY OF PHYSICAL ACTIVITY AND A CREATIVE SPIRIT. A PIKE EDUCATION IS A JOURNEY THAT PREPARES STUDENTS TO BE INDEPENDENT LEARNERS AND RESPONSIBLE CITIZENS. 0 0 9264343 1143555 9837382 EDUCATIONAL INSTITUTION WHICH PROVIDES INTELLECTUAL AND PERSONAL GROWTH EMPHASIZING FUNDAMENTAL SKILLS WITHIN A BROAD RANGE OF DISCIPLINES. EACH STUDENT PROGRESSED TO THE NEXT GRADE WITH 72 STUDENTS MOVING UP TO HIGH SCHOOL AND SECONDARY SCHOOLS. 438 STUDENTS ARE ENROLLED IN THE SCHOOL YEAR 2010-2011. SCHOOL YEARS RUNS 170 DAYS.LOWER SCHOOL:VIEWED AS YEARS OF EXPLORATIONS AND BEGINNINGS, THE LOWER SCHOOL IS A STRUCTURED YET RELAXED ENVIRONMENT WHERE CHILDREN ARE AFFORDED THE OPPORTUNITY TO DEVELOP SOCIALLY, EMOTIONALLY, PHYSICALLY, AND INTELLECTUALLY. THROUGH SMALL GROUPS AND INDIVIDUAL ATTENTION, LEARNING IS BOTH INTERACTIVE AND STIMULATING. FOR MUCH OF THE DAY, THE CHILDREN ARE IMMERSED IN THEME BASED LEARNING WHERE TOPICS ARE COVERED ACROSS SUBJECT AREAS. BECAUSE MUCH OF THE CURRICULUM IS INTERDISCIPLINARY, THE CLASSROOM TEACHERS CAREFULLY PLAN THEIR ACTIVITIES WITH THE SPECIALISTS TO ENSURE CONTINUITY. FIELD TRIPS, PERFORMANCES AND WORKSHOPS BY ARTISTS IN RESIDENCE, DANCE AND THEATRE GROUPS AND MUSICIANS ADD FURTHER ENRICHMENT TO THE LOWER SCHOOL PROGRAM.MIDDLE SCHOOL:AT EACH GRADE IN THE MIDDLE SCHOOL, ANCHOR TEACHERS AND SPECIALISTS WORK COLLABORATIVELY TO DESIGN CURRICULUM FOCUSED ON OVERARCHING QUESTIONS THAT TARGET KEY CONCEPTS AND SKILLS. IN ALL GRADES STUDENTS ENGAGE IN LEARNING THAT IS BOTH MEANINGFUL TO THEIR OWN LIVES AND CONNECTED ACROSS SUBJECT AREAS. THROUGH A WIDE RANGE OF TOPICS, STUDENTS BUILD ACADEMIC AND SOCIAL SKILLS THAT REQUIRE CRITICAL THINKING AND COOPERATION.UPPER SCHOOL:THE UPPER SCHOOL OFFERS A RICH AND COMPREHENSIVE PROGRAM THAT PROVIDES STUDENTS WITH THE NECESSARY KNOWLEDGE AND SKILLS TO THRIVE IN LEADING SECONDARY SCHOOLS AND BEYOND. TEACHERS EMPHASIZE CHARACTER GROWTH AND CREATIVITY THROUGH SMALL GROUP ACTIVITIES. THROUGHOUT THE STUDENTS' EXPERIENCE, THEY ARE PROVIDED WITH VALUABLE CHALLENGES IN DECISION MAKING AND COLLABORATION. THE CHIEF ACADEMIC, SOCIAL, AND PERSONAL DEVELOPMENT OF THE STUDENTS IS GUIDED BY A FACULTY ADVISOR WHO WORKS CLOSELY WITH STUDENTS AND THEIR FAMILIES. 197325 218484 AUXILIARY ACTIVITIES: AFTER SCHOOL SPORTS PROGRAMS FOR SIXTH GRADE THROUGH NINTH GRADE STUDENTS. AFTER SCHOOL FLEX PROGRAM AND SUMMER PROGRAM FOR CHILDREN IN THE LOCAL COMMUNITIES. 9461668 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 31 0 108 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X JOHN WATERS 9784751197 34 SUNSET ROCK ROAD ANDOVER MA 018104898 LORI KAVANAGH 2.00 X X 0 0 0 PAUL MILLER 2.00 X X 0 0 0 LUCY ABISALIH 2.00 X X 0 0 0 ANDREW CHABAN 2.00 X 0 0 0 BOB BOREK 2.00 X 0 0 0 BOBBIE CRUMP-BURBANK 2.00 X 0 0 0 BRUCE LANDAY 2.00 X 0 0 0 FIRDAUS BHATHENA 2.00 X 0 0 0 IVY NAGAHIRO 2.00 X 0 0 0 KIM PACKARD 2.00 X 0 0 0 KONSE SKRIVANOS 2.00 X 0 0 0 LESLIE ROSAS 2.00 X 0 0 0 LOUIS IMBRIANO 2.00 X 0 0 0 MARCY BARKER 2.00 X 0 0 0 MARY MCKERNAN 2.00 X 0 0 0 MICHELE KERRY 2.00 X 0 0 0 RENEE KELLAN PAGE 2.00 X 0 0 0 RICHARD VEIRA 2.00 X 0 0 0 ROB MACINNIS 2.00 X 0 0 0 SCOTT GINSBERG 2.00 X 0 0 0 SHAMIM DAHOD 2.00 X 0 0 0 JIM DEMETRI 2.00 X X 0 0 0 MARK GRAZIANO 60.00 X 105866 0 19611 JOHN WATERS 60.00 X 252830 0 30732 BOYER BAIRD 60.00 X 114408 0 21842 TARA MCCABE 60.00 X 118065 0 8912 TERRY DASH 60.00 X 98911 0 11662 LAURA RUSSELL 60.00 X 109700 0 8167 ELIZABETH WATSON 60.00 X 79547 0 10281 700869 0 89264 4 0 1 0 PBSC 360 PEARL STREET MALDEN MA 02148 CLEANING SERVICES 137764 O'BRIEN & SONS 93 WEST STREET MEDFIELD MA 02052 PLAYGROUND EQUIPMENT AND CONSTRUCTION 115378 L&B CONSTRUCTION 171 LONDONDERRY TURNPIKE HOOKSETT NH 03106 LOCKER ROOM CONSTRUCTION 108243 3 179806 642640 46740 822446 STUDENT TUITION 611710 9711658 9711658 SUMMER CAMP 900099 218484 218484 EXTENDED DAY 900099 94291 94291 10024433 245630 245630 49046 53055 -4009 -4009 -4009 370294 370294 3461 0 -3461 -3461 -3461 91950 179806 91950 0 MISCELLANEOUS INCOME 900099 31433 31433 31433 11116472 10055866 0 238160 1143555 1143555 970334 316276 534249 119809 4651649 4011387 458653 181609 353713 247600 95502 10611 532977 373084 143904 15989 391057 273740 105585 11732 45000 45000 13598 13598 31717 31717 12688 12688 16000 16000 72343 72343 161816 148871 12945 793353 729885 63468 76654 71288 5366 INSTRUCTIONAL EXPENDITU 1277746 1277746 MAINTENANCE/UTILITIES 510820 490620 20200 SUMMER AND AUX. PROGRAM 197325 197325 CAFETERIA EXPENDITURES 180291 180291 GOLF TOURNY EXPENDITURE 91981 91981 11524617 9461668 1631218 431731 26787 30041 1633768 1713724 1151740 685777 113137 151575 138676 83707 22014713 6370144 15830016 15644569 6628047 7677234 71856 142339 25594027 26128966 1025871 1160011 763296 846093 4239980 3919980 371000 355000 6400147 6281084 X 15181207 16183105 1033673 685777 2979000 2979000 19193880 19847882 25594027 26128966 X -408145 1062147 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7439378 1307777 295296 8300 8443559 6745044 1016682 322348 7439378 8285926 -1482922 57960 6745044 0.64700 0.35300 0.00000 0 0 138886 138886 19136727 4690791 14445936 1608237 925949 682288 1130863 753404 377459 15644569 TUITION DEPOSITS 355000 355000 11116472 11524617 -408145 1062147 1062147 654002 12323624 1062147 1062147 11261477 -145005 -145005 11116472 11669622 145005 145005 11524617 0 11524617 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION USES ENDOWMENT FUNDS FOR TEACHER'S SALARIES, PROFESSIONAL DEVELOPMENT, FINANCIAL AID, TECHNOLOGY, AND DESIGNATED BY THE BOARD ON UNDESIGNATED PORTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SCHOOL IS A NONPROFIT ORGANIZATION THAT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL FOLLOWS THE FASB INTERPRETATION, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE SCHOOL HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS REPORTED ON FORM 990, PART VIII, LINE 8B -91,950. RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -53,055. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS REPORTED ON FORM 990, PART VIII, LINE 8B 91,950. RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 53,055. 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 ALL PUBLICATIONS REFER TO THE SCHOOL'S NONDISCRIMINATORY POLICY INCLUDING THE VIEWBOOK, THE PARENT'S HANDBOOK AND THE PARENT'S DIRECTORY. GOLF OUTING 271756 179806 91950 34059 57891 271756 179806 91950 34059 57891 91950 0 1 FINANCIAL AID 58 808221 TUITION REMISSION 26 335334 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION USES SSS THROUGH NAIS TO HELP DETERMINE THE AWARD ALONG WITH A FAMILIES W-2'S AND 1040'S. A COMMITTEE OF FOUR ADMINISTRATORS REVIEW AND CONFIRM AWARDS. THE AWARD AMOUNT IS MONITORED THROUGH MONTHLY GL RECONCILIATION. X X X X 0 0 0 0 0 0 0 0 0 JOHN WATERS 252830 0 0 0 0 0 16711 0 14021 0 283562 0 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2007-05-01 8000000 CONSTRUCTION PROJECT 0 0 0 4080020 8000000 8000000 2008 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 0 0 0 0 X 12 46740 FAIR MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF SECURITIES IS BASED ON THE NUMBER OF GIFTS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY MANAGEMENT AND OUR EXTERNAL AUDITORS AFTER COMPLETION OF THE ANNUAL AUDIT. A DRAFT COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE TREASURER OF THE BOARD. A SUBSEQUENT DRAFT INCORPORATING THEIR COMMENTS IS PREPARED AND DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH YEAR THE BOARD MEMBERS ARE ASKED TO FILL OUT CONFLICT OF INTEREST FORMS STATING THAT THEY UNDERSTAND AND WILL COMPLY TO THE POLICY. WE HAVE SET UP A WHISTLE BLOWER POLICY FOR ANY MEMBER OF THE SCHOOL INCLUDING THE BOARD TO INFORM US IF THERE ARE ANY QUESTIONS OR CONCERNS THAT COME UP. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S CONTRACT IS NEGOTIATED USING BENCHMARKING DATA FROM SIMILAR SCHOOLS. THEY BENCHMARK SALARY, BENEFITS AND WORK LOAD. THEY ALSO GET LEGAL ADVICE ON THE WORDING OF THE CONTRACT. THE BOARD VOTES ON THE HEAD OF SCHOOL'S CONTRACT. OTHER SENIOR MANAGEMENT GET AN INCREASE AT THE SAME RATE AS THE FACULTY AND STAFF. THESE INCREASES ARE VOTED ON BY THE BOARD AND AGAIN BASED ON BENCHMARKING DATA. ALL DISCUSSIONS AND VOTES ARE DOCUMENTED IN THE MINUTES TO THE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE TO THE PUBLIC VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,062,147. EXPLANATION FOR VOLUNTEERS: FORM 990, PART I, LINE 6 PARENT GROUP PROVIDES HELP TO THE SCHOOL'S LIBRARY ON A PART-TIME VOLUNTEER BASIS. HELP PRIMARILY CONSISTS OF SHELVING BOOKS FOR THE STAFF.