2011-04-12T09:47:12-05:00 2010-06-30 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2009-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 BROOKE ABLON 7812598342 2011-04-04 1 Joseph P Greene 7813564800 2009 2016-02-24 21:20:13Z BROOKE ABLON 25 Baker Bridge Road Lincoln MA 01773 19336541 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. 29 29 242 116 0 0 640790 4415623 10992031 11530059 422039 115181 52376 64817 12107236 16125680 536835 598012 0 9097909 9341730 0 366134 1892793 1764935 11527537 11704677 579699 4421003 15808070 24548137 3596055 7724154 12212015 16823983 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 9105347 515401 10311617 Day school for dyslexic children serving approximately 292 students. 528844 27826 757525 Summer program for dyslexic children serving approximately 163 students. 187587 182318 After School program for dyslexic children serving approximately 155 students. 147790 64769 Center for Innovative Education provides an outreach and research-and-development arm for the school. 165880 54785 181425 Day school for first and second grade dyslexic children serving approximately 5 students. 40758 68287 Institute for teacher and parent training programs to dyslexic children. 354428 54785 314481 10176206 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 24 0 1 242 1 0 0 0 0 0 1 1 0 0 0 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA 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 J Sam Foster Jr 1.00 X X 0 0 0 Peter F Murphy 1.00 X 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 Marilee Bell 1.00 X 0 0 0 Ellen Carno 1.00 X 0 0 0 Mary E Dolbear 1.00 X 0 0 0 James Faulkner 1.00 X 0 0 0 James Fieger 1.00 X 0 0 0 Eileen Glovsky 1.00 X 0 0 0 Alana Greene 1.00 X 0 0 0 John A Hupalo 1.00 X 0 0 0 Sidney Kenyon 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 Shea 1.00 X 0 0 0 Mark A Snider 1.00 X 0 0 0 Carol Spooner 1.00 X 0 0 0 Donna Stoddard 1.00 X 0 0 0 Betty Sudarsky Bradley 1.00 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 0 0 0 Julie Woodall 1.00 X 0 0 0 Steve Wilkins 35.00 X X 197556 0 20242 MICHELLE GUERTIN 35.00 X X 103539 0 7313 301095 0 27555 2 0 1 0 COMPLETE INDUSTRIAL CLEANING INC 80 NEW SALEM ST 7 WAKEFIELD MA 01880 CLEANING SERVICES 102090 1 237696 4177927 278764 4415623 Tuiton and fees 611600 10466945 10466945 summer programs 611600 750100 750100 Extended day programs 611600 182318 182318 teacher training progr 611430 65977 65977 center for innovative 611710 64719 64719 11530059 101521 101521 3166267 3152607 13660 13660 13660 58254 237696 58254 0 other income 900099 64817 64817 64817 16125680 11594876 0 115181 598012 598012 328345 152313 176032 7277604 6501604 536277 239723 269877 239340 21669 8868 919805 835528 52720 31557 546099 472650 56807 16642 20938 20938 35801 35801 7755 7755 554616 501003 53613 28709 27786 923 420080 390742 29338 2000 2000 Other Professional Fees 312760 69105 174311 69344 Program Supplies and Ma 190253 190253 Program Support 166594 166594 Program Staff Training 10050 10050 Temporary Help 7951 6043 1908 7428 7428 11704677 10176206 1162337 366134 135651 272704 4025166 5164813 50000 1094888 205503 195360 130135 60672 18082049 5086915 6868392 12995134 4393223 4385664 0 378902 15808070 24548137 996612 1161345 1732448 2232196 866995 4330613 3596055 7724154 X 7288303 10703801 758951 1934121 4164761 4186061 12212015 16823983 15808070 24548137 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4766714 46346 317697 441140 48604 4641013 5349392 30000 -571125 41553 4766714 0.00000 0.89000 0.11000 0 0 5926862 5926862 9614282 3073371 6540911 2182517 1730737 451780 358388 282807 75581 12995134 16125680 11704677 4421003 190965 190965 4611968 15776887 190965 190965 15585922 539758 539758 16125680 11164919 58254 58254 11106665 598012 598012 11704677 Part V, Line 4: Description of Intended Use of Endowment Funds: To further enhance the educational mission of the organization and provide long term stability. Part X: Description of Uncertain Tax Positions Under FIN 48: As of July 1, 2009, the Organization adopted the provisions of accounting principles generally accepted in the United States of America related to accounting for uncertainty in income taxes. The provisions prescribe a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Adopting these provisions did not result in the recognition of any additional financial assets or liabilities. The Organization's information returns for the years ended June 30, 2007 through 2010 are subject to examination by the Internal Revenue Service and a state oversight agency, although no such examinations have been initiated as of the date of the Report of Independent Auditors. Part XII Line 4b Fundraising event expenses -$58,254 Financial aid - $598,012 Part XIII Line 2d Fundraising event expenses $58,254 Part XIII Line 4b Financial aid - $598,012 1 1 1 STATED IN ALL SCHOOL LITERATURE. SCHOOL PARTICIPATES IN ASSOCIATED INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE) ANNUAL PUBLIC REAFFIRMATION POLICY STATEMENT ON NON-DISCRIMINATION. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 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 AUCTION 295950 237696 58254 21148 37106 295950 237696 58254 21148 37106 58254 0 1 FINANCIAL AID 53 598012 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 197556 0 0 0 0 0 9017 0 11225 0 217798 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 37391 Compensation paid for being an Employee of the Carroll School 0 Sarah Wilkins Wife of the head of school 65628 Compensation paid for being an Employee of the Carroll School 0 X 16 278764 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 MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND audited FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, LINE 2C The process has not changed from last fiscal year.