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2011-11-15T10:48:47-06:00 2011-06-30 STONE & COMPANY LLC 57 BEDFORD ST STE 225 LEXINGTON MA 024204443 990 2010-07-01 042525467 THE LEARNING PROJECT INC LEAR 6172668427 107 MARLBOROUGH STREET BOSTON MA 02116 MICHAEL MCCORD HEAD 6172668427 2011-11-04 1 MATTHEW P STONE CPA 7818636300 2011-11-04 2010 2016-02-24 21:20:13Z MICHAEL MCCORD 107 MARLBOROUGH STREET BOSTON MA 02116 2728189 0 X LEARNINGPROJECT.ORG X 1973 MA EDUCATIONAL INSTRUCTION GRADES K-6. 23 20 39 50 0 0 309852 358161 2141345 2195100 44820 48425 44866 32720 2540883 2634406 379885 359726 0 0 1718493 1779325 0 0 41919 352542 390098 2450920 2529149 89963 105257 4066858 4568906 876664 820401 3190194 3748505 EDUCATIONAL INSTRUCTION GRADES K-6 0 0 1927810 359726 2195100 ELEMENTARY SCHOOL PROGRAMS FOR 118 STUDENTS IN GRADES K-6. THE SCHOOL HAS HIGH ACADEMIC EXPECTATIONS, BROAD DIVERSITY AND A STRONG SENSE OF COMMUNITY. 1927810 1 1 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 4 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 20 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ELISABETH MCCORD 6172668427 107 MARLBOROUGH STREET BOSTON MA 02116 MICHAEL MCCORD HEAD 40.00 X X 145430 0 21064 CARL PRINDLE TRUSTEE CHAIR 2.00 X X 0 0 0 FRITZ CASSELMAN TRUSTEE CLERK 2.00 X X 0 0 0 CAROLYN DAVIS TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 MICHELLE DAVIS TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 ANJALI SASTRY TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 ROBERT FORTES TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 LINDA BOSSE TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 IRA GOLDKLANG TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 CHANEL ANDERSON TRUSTEE ALUMNI MEMBER 2.00 X 0 0 0 DORCAS GRIGG-SAITO TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 JIM BORDEWICK TRUSTEE PARENT MEMBER 2.00 X 0 0 0 JOE FELONEY TRUSTEE PARENT MEMBER 2.00 X 0 0 0 GAIL EAGAN TRUSTEE PARENT MEMBER 2.00 X 0 0 0 WILL CRAWFORD TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 LAURA QUILTY TRUSTEE ALUMNI MEMBER 2.00 X 0 0 0 JOHN AQUINO TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 ANDREW CABOT TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 JAMES HACKNEY TRUSTEE PARENT MEMBER 2.00 X 0 0 0 JOHN NELSON TRUSTEE TREASURER 2.00 X X 0 0 0 AMBER FITCH TRUSTEE FACULTY MEMBER 40.00 X 51944 0 9007 SARAH KOHNSTAMM TRUSTEE FACULTY MEMBER 40.00 X 50847 0 8068 JILL HATTON TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 ELISABETH MCCORD BUSINESS MANAGER 40.00 X 78667 0 15467 326888 0 53606 1 0 1 0 0 9675 348486 74354 358161 TUITION 611710 2173489 2173489 MISCELLANEOUS 900099 18841 18841 APPLICATION FEES 611710 2770 2770 2195100 45265 45265 77515 74355 3160 3160 3160 52148 9675 19428 32720 32720 2634406 2195100 0 81145 359726 359726 391571 208735 182836 1108282 897035 180347 30900 76293 60469 13661 2163 98755 80142 15537 3076 104424 77885 24308 2231 14500 14500 15102 15102 15637 12215 3422 52942 3123 49819 5179 1324 3855 24000 24000 80037 70473 9564 19307 4428 14752 127 EQUIPMENT, SUPPLIES AND 65764 59610 6154 REPAIRS & MAINTENANCE 63169 50550 12619 UTILITIES 16659 13327 3332 SCHOOL FUNCTIONS AND OU 15606 15606 CONTINUING EDUCATION 1377 1377 819 819 2529149 1927810 559420 41919 872673 921774 10745 7269 3710 4248 18655 14944 1657888 1052420 645239 605468 2515836 3015203 4066858 4568906 194840 179256 681824 641145 876664 820401 X 2637612 3073459 201986 322350 350596 352696 3190194 3748505 4066858 4568906 X 105257 453054 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE SCHOOL BELONGS TO MEMBER ORGANIZATIONS, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. SOME PORTION OF MEMBERSHIP DUES MAY BE UTILIZED FOR LOBBYING ACTIVITIES. 1902898 22100 408138 13663 2319473 1657909 24600 233815 13426 1902898 2051424 39850 -402346 31019 1657909 0.75900 0.15210 0.08890 0 0 957678 570378 387300 310132 135960 174172 309766 265770 43996 80312 80312 0 605468 2634406 2529149 105257 455054 -2000 453054 558311 2747162 455054 17428 472482 2274680 359726 359726 2634406 2188851 19428 19428 2169423 359726 359726 2529149 PART XI, LINE 8 - OTHER ADJUSTMENTS: LOSS ON PROMISE TO GIVE -2,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS AND ACTIVITIES DIRECT EXPENSES 19,428. LOSS ON PROMISE TO GIVE -2,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 359,726. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS AND ACTIVITIES DIRECT EXPENSES 19,428. PART XIII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 359,726. 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 THE SCHOOL ANNUALLY PUBLISHES A NOTICE OF ITS NON-DISCRIMINATION POLICY IN THE BOSTON GLOBE, A NEWSPAPER OF GENERAL CIRCULATION THAT SERVES ALL RACIAL SEGMENTS OF THE COMMUNITY. SPRING EVENT 53241 9675 43566 3010 11805 3722 BOOK FAIR 7691 7691 881 2 891 891 10 61823 9675 52148 3010 11805 4613 19428 32720 1 TUITION ASSISTANCE OR SCHOLARSHIP AWARDS. 31 359726 FAIR MARKET VALUE OF PUBLISHED TUITION RATES TUITION ASSISTANCE AND SCOLARSHIP AWARDS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE LEARNING PROJECT USES THE SCHOOL SCHOLARSHIP SERVICE IN PRINCETON, NEW JERSEY, WHICH PROCESSES ALL TUITION ASSISTANCE APPLICATIONS. THE SCHOOL SCHOLARSHIP SERVICE THEN SENDS THEIR EVALUATION AND A TUITION ASSISTANCE COMMITTEE OF THE LEARNING PROJECT BOARD OF TRUSTEES MAKES THE FINAL RECOMMENDATION. TUITION ASSISTANCE GRANTS ARE BASED ON THE ASSESSMENT OF NEED AND ON FUNDS AVAILABLE. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL MCCORD 145430 0 0 0 0 0 0 0 21064 0 166494 0 0 0 X 5 74354 MARKET VALUE OF SECURITY 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE HEAD OF THE SCHOOL MICHAEL MCCORD AND THE BUSINESS MANAGER OF THE SCHOOL ELISABETH MCCORD ARE HUSBAND AND WIFE. MR. MCCORD ALSO SERVES ON THE BOARD OF TRUSTEES OF THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 6 THE LEARNING PROJECT IS A MEMBERSHIP ORGANIZATION. CURRENTLY MEMBERS ARE ELECTED ANNUALLY BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE LEARNING PROJECT ELECT THE BOARD OF TRUSTEES OF THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PRESENTED TO THE GOVERNING BODY FOR COMMENTS AND QUESTIONS BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C UPON ELECTION TO THE BOARD, AND ANNUALLY THEREAFTER DURING HIS OR HER TERM, EACH TRUSTEE COMPLETES A CONFLICT OF INTEREST POLICY STATEMENT. EACH COMPLETED STATEMENT IS REVIEWED AND RETAINED BY THE BOARD TO ENSURE COMPLIANCE WITH THIS POLICY'S RESTRAINTS ON PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD'S REVIEW AND COMPENSATION COMMITTEE CONDUCTS A PERFORMANCE REVIEW WITH THE HEAD OF SHCOOL, REVIEWS DATA ON THE COMPENSATION OF HEADS OF COMPARABLE INDEPENDENT SCHOOLS IN MASSACHUSETTS, AND REPORTS ITS FINDINGS TO THE FULL BOARD WITH A RECOMMENDED COMPENSATION FOR THE HEAD. MINUTES OF THE MEETINGS ARE RETAINED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE ORGANIZATIONS FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE ORGANIZATIONS FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 455,054. LOSS ON PROMISE TO GIVE -2,000. TOTAL TO FORM 990, PART XI, LINE 5: 453,054.