HEAD MASTER

2011-05-13T14:18:49-05:00 2010-06-30 Boisselle Morton & Associates LLP 48 Bay Road PO Box 374 Hadley MA 01035 990 2009-07-01 042724993 THE ACADEMY AT CHARLEMONT INC ACAD 4133394912 ROUTE 2 MOHAWK TRAIL CHARLEMONT MA 01339 TODD SUMNER HEAD MASTER 4133394912 2011-05-12 1 Joseph P Wolkowicz CPA 4135870099 2009 2016-02-24 21:20:13Z DAVID EPSTEIN ROUTE 2 MOWHAWK TRAIL CHARLEMONT MA 01339 2735142 0 X CHARLEMONT.ORG X 1981 MA INDEPENDENT SECONDARY COLLEGE PREPARATORY SCHOOL. 19 19 62 65 0 0 319203 240251 2169822 2455162 2328 12345 20369 16193 2511722 2723951 0 0 1074634 1202690 0 114929 1436293 1584371 2510927 2787061 795 -63110 2691691 2716539 1511761 1595432 1179930 1121107 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 2324260 2455162 PROVIDED CO-EDUCATIONAL, COLLEGE-PREPARATORY DAY SCHOOL EDUCATION FOR 109 STUDENTS IN GRADES SEVEN THROUGH TWELVE. 2324260 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 0 62 1 0 0 0 0 0 0 0 0 0 19 19 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 TRUSTEE 2.00 X 0 0 0 Jaka CONKLIN Saarony TRUSTEE 2.00 X 0 0 0 Jayne Dane TRUSTEE 2.00 X 0 0 0 Chris Farley TRUSTEE 2.00 X 0 0 0 Bill Grinnell TRUSTEE 2.00 X 0 0 0 Bruce Lessels TRUSTEE 2.00 X 0 0 0 Sarah McKusick TRUSTEE 2.00 X 0 0 0 Gillean MacLean TRUSTEE 2.00 X 0 0 0 Bo Peabody TRUSTEE 2.00 X 0 0 0 Deborah Shriver TRUSTEE 2.00 X 0 0 0 Oliver Stebich TRUSTEE 2.00 X 0 0 0 Peter Stevens TRUSTEE 2.00 X 0 0 0 ELINOR TODD TRUSTEE 2.00 X 0 0 0 MISSY WICK TRUSTEE 2.00 X 0 0 0 JESSE PORTER-HENRY FACULTY TRUSTEE 2.00 X 0 0 0 ROBERT SPERRY-FROMM STUDENT REPRESENTATIVE 2.00 X 0 0 0 David Epstein PRESIDENT 4.00 X X 0 0 0 Stuart Mieher Treasurer 4.00 X X 0 0 0 SUSAN ALFORD MACKIE CLERK 4.00 X X 0 0 0 TODD SUMNER HEAD MASTER 40.00 X 61506 0 3440 JOHN BALDWIN BUSINESS MANAGER 40.00 X 60459 0 5969 121965 0 9409 0 0 0 0 0 240251 240251 TUITION 900099 2272693 2272693 STUDENT FEES/SERVICES 900099 182469 182469 2455162 2345 2345 10000 10000 10000 10000 19781 3732 16049 16049 7603 7459 144 144 2723951 2455162 0 28538 141784 108036 22708 11040 902202 685667 154647 61888 89976 67017 13253 9706 68728 50852 12342 5534 6519 6519 8451 8451 48961 48961 21988 21988 11428 9027 2401 36658 36469 189 77134 77134 21103 21103 FINANCIAL AID 933610 933610 ACADEMIC DEPARTMENT 116454 116454 TRANSPORTATION 72562 72562 STUDENT ACTIVITIES 43146 43146 LUNCHES 42544 42544 143813 59754 57298 26761 2787061 2324260 347872 114929 9067 47769 68707 41055 275830 273103 55443 37382 6927 7187 23095 27425 2921813 926511 1961656 1995302 56085 97864 234881 189452 2691691 2716539 102538 152704 1033968 989936 375255 452792 1511761 1595432 X 561859 494967 82790 67500 535281 558640 1179930 1121107 2691691 2716539 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 535281 19354 4005 558640 288638 250000 -3357 535281 0 0 602044 602044 1613500 518974 1094526 146304 30548 115756 385824 244005 141819 174141 132984 41157 1995302 DUE FROM UNRESTRICTED NET ASSETS 189452 189452 PREPAID TUITION AND FEES 250029 DUE TO ENDOWMENT 172596 DUE TO TEMPORARILY RESTRICTED FUNDS 16856 DUE TO OTHERS 13311 452792 2723951 2787061 -63110 4287 4287 -58823 1805819 4287 -933610 -929323 2735142 -11191 -11191 2723951 1864642 11191 11191 1853451 933610 933610 2787061 Part XII, Line 2d - Other Adjustments: SCHOLARSHIPS: -933610. Part XII, Line 4b - Other Adjustments: TEXTBOOK AND CLOTHING COST OF SALES: -7459. AUCTION EXPENSES: -3732. Part XIII, Line 2d - Other Adjustments: TEXTBOOKS AND CLOTHING COST OF SALES: 7459. AUCTION EXPENSES: 3732. Part XIII, Line 4b - Other Adjustments: SCHOLARSHIPS: 933610. 1 1 1 OUR RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL OUR ADVERTISEMENTS AND PROMOTIONAL MATERIALS. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 AUCTION 19781 19781 3732 19781 19781 3732 3732 16049 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. FORM 990, PAGE 10, SECTION XI, LINE 2(C) THE ORGANIZATION'S AUDIT COMMITTEE MEETS WITH AND IS IN COMMUNICATION WITH THE INDEPENDENT AUDITOR THROUGHOUT THE AUDIT AND THE PREPARATION OF THE FINANCIAL STATEMENTS.