ACADEMY AT CHARLEMONT: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ACADEMY AT CHARLEMONT (EIN 04-2724993)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202601359349310920
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T15:11:04-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061053627PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNELL PACE & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1449 SILAS DEANE HWY STE 301AddressLine1Txt
CityWETHERSFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042724993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ACADEMY AT CHARLEMONT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACADBusinessNameControlTxt
Phone4133394912PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11359 MOHAWK TRAIL ROUTE 2AddressLine1Txt
CityCHARLEMONTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01339ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBILL CORWINPersonNm
Person TitleCO-CHAIR & TREASURERPersonTitleTxt
Phone4133394912PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIO PACEPreparerPersonNm
PTINP00171616PTIN
Phone8602473917PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBILL CORWINPrincipalOfficerNm
Gross Receipts$3,436,421GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCHARLEMONT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1981FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE ACADEMY AT CHARLEMONT DELIVERS A RIGOUROUS EDUCATION AND FOSTERS JOYFUL ENGAGEMENT, ACTIVE CITIZENSHIP, AND THE DESIRE FOR JUSTICE IN EACH STUDENT. OUR COMMUNITY NURTURES CREATIVITY, INDEPENDENT THINKING, AND EMPATHY SO THAT OUR STUDENTS BECOME THEIR BEST SELVES.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee54TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$437,860PYContributionsGrantsAmt
CY Contributions Grants$561,700CYContributionsGrantsAmt
PY Program Service Revenue$2,712,402PYProgramServiceRevenueAmt
CY Program Service Revenue$2,770,082CYProgramServiceRevenueAmt
PY Investment Income$54,166PYInvestmentIncomeAmt
CY Investment Income$74,064CYInvestmentIncomeAmt
PY Other Revenue$13,843PYOtherRevenueAmt
CY Other Revenue$18,820CYOtherRevenueAmt
PY Total Revenue$3,218,271PYTotalRevenueAmt
CY Total Revenue$3,424,666CYTotalRevenueAmt
PY Grants And Similar Paid$1,176,324PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,215,126CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,429,066PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,618,414CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,534CYTotalFundraisingExpenseAmt
PY Other Expenses$649,295PYOtherExpensesAmt
CY Other Expenses$630,964CYOtherExpensesAmt
PY Total Expenses$3,254,685PYTotalExpensesAmt
CY Total Expenses$3,464,504CYTotalExpensesAmt
PY Revenues Less Expenses-$36,414PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$39,838CYRevenuesLessExpensesAmt
Total Assets BOY$2,875,252TotalAssetsBOYAmt
Total Assets EOY$2,850,143TotalAssetsEOYAmt
Total Liabilities BOY$1,195,632TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,210,361TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,679,620NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,639,782NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ACADEMY AT CHARLEMONT DELIVERS A RIGOUROUS EDUCATION AND FOSTERS JOYFUL ENGAGEMENT, ACTIVE CITIZENSHIP, AND THE DESIRE FOR JUSTICE IN EACH STUDENT. OUR COMMUNITY NURTURES CREATIVITY, INDEPENDENT THINKING, AND EMPATHY SO THAT OUR STUDENTS BECOME THEIR BEST SELVES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,017,885ExpenseAmt
Grant$1,215,126GrantAmt
Revenue$2,770,082RevenueAmt
DescTHE ACADEMY IS A PUBLIC-SPIRITED INDEPENDENT SCHOOL THAT COMBINES THE BEST OF THE CLASSICAL ACADEMIC TRADITION WITH A VISIBLE COMMITMENT TO BUILDING AND SUSTAINING COMMUNITY. WE BELIEVE THAT THE ACADEMIC, LIBERAL ARTS TRADITION IS A CHALLENGING, INTELLECTUALLY STIMULATING GROUND ON WHICH YOUNG PEOPLE CAN BOTH LEARN TO USE THEIR MINDS WELL, AND FURNISH THOSE MINDS WITH THE KIND OF BROAD, BASIC KNOWLEDGE NEEDED TO SUCCEED IN COLLEGE AND AS CITIZENS OF THE WORLD. WE BELIEVE IN EMPHASIZING CONNECTIONS AMOUNG THE ACADEMIC DISCIPLINES BECAUSE REAL WORLD CHALLENGES REQUIRE CITIZENS TO THINK BEYOND THE DISCRETE BOUNDARIES OF ACADEMIC DISCIPLINES, AND TO LOOK AT THINGS FROM MANY DIFFERENT ANGLES. WE BELIEVE THAT A SCHOOL COMMUNITY BASED ON THE VALUES OF SELF-RELIANCE, INDUSTRY, INTEGRITY, AND COMPASSION ENCOURGAGES THE DEVELOPMENT OF INTELLECTUAL AND SOCIAL STANDARDS THAT REFLECT THOSE VALUES. WE BELIEVE THAT AFFIRMING THE UNIQUENESS OF EACH INDIVIDUAL AND AT THE SAME TIME INSISTING THAT THE INDIVIDUALS SUBSCRIBE TO A SET OF COMMONLY HELD STANDARDS: CIVILITY, RESPECT, CONCERN FOR OTHERS, PRODUCES A HEALTHY TENSION THAT HELPS STUDENTS LEARN, GROW, AND BECOME PRODUCTIVE CITIZENS.Desc
Total Program Service Expenses$3,017,885TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee54EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN SCHATZPersonNm
Phone4133394912PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11359 MOHAWK TRAIL ROUTE 2AddressLine1Txt
CityCHARLEMONTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01339ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOHN SCHATZ
ASSOCIATE HE40.00Yes (X)$89,412$0$894
NEALE GAY
ASSOCIATE HE40.00Yes (X)$86,287$0$3,988
NORA BATES ZALE
ASSOCIATE HE40.00Yes (X)$77,852$0$12,338
BILL CORWIN
CO-CHAIR & T2.00Yes (X)$0$0$0Yes (X)
BART DOTY
TRUSTEE0.50Yes (X)$0$0$0
TUPSHIN HARPER
TRUSTEE0.50Yes (X)$0$0$0
BETH HONEYMAN
TRUSTEE0.50Yes (X)$0$0$0
DAVID HOWE
TRUSTEE0.50Yes (X)$0$0$0
SHELLEY BORROR JACKSON
CO-CHAIR2.00Yes (X)$0$0$0Yes (X)
CARLA LAGRASSA
CLERK/TRUSTE0.50Yes (X)$0$0$0
RAIA LEBREUX
STUDENT REPR0.50Yes (X)$0$0$0
WILL PAULDING
TRUSTEE0.50Yes (X)$0$0$0
JULIAN POST
TRUSTEE0.50Yes (X)$0$0$0
CORNELIA REID
TRUSTEE0.50Yes (X)$0$0$0
RYAN SCHIFF
TRUSTEE0.50Yes (X)$0$0$0
LAUREN SCHMIDT
TRUSTEE/FACU0.50Yes (X)$0$0$0
ELIZABETH SLOWINSKI
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
PETER STEVENS
TRUSTEE0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$253,551TotalReportableCompFromOrgAmt
Total Other Compensation$17,220TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonFM KUZMESKUSPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 MAIN ROADAddressLine1Txt
CityGILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01354ZIPCd
FieldValueIRS element (for citing)
ServicesTRANSPORTATIONServicesDesc
Compensation$190,850CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$561,700AllOtherContributionsAmt
Total Contributions$561,700TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION$2,657,630$2,657,630
STUDENT FEES/SERVICES$112,452$112,452
FieldValueIRS element (for citing)
Total Program Service Revenue$2,770,082TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,064TotalRevenueColumnAmt
Exclusion$74,064ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,084FundraisingGrossIncomeAmt
Fundraising Direct Expenses$11,755FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,329TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total Revenue Column$4,491TotalRevenueColumnAmt
Related Or Exempt Func Income$4,491RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,491OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,424,666TotalRevenueColumnAmt
Related Or Exempt Func Income$2,774,573RelatedOrExemptFuncIncomeAmt
Exclusion$74,064ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,215,126TotalAmt
Program Services$1,215,126ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,381,141TotalAmt
Program Services$1,110,452ProgramServicesAmt
Management And General$258,446ManagementAndGeneralAmt
Fundraising$12,243FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$111,869TotalAmt
Program Services$89,944ProgramServicesAmt
Management And General$20,933ManagementAndGeneralAmt
Fundraising$992FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$125,404TotalAmt
Program Services$100,827ProgramServicesAmt
Management And General$23,465ManagementAndGeneralAmt
Fundraising$1,112FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37,827TotalAmt
Program Services$18,702ProgramServicesAmt
Management And General$19,125ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$29,551TotalAmt
Management And General$29,551ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,733TotalAmt
Program Services$18,278ProgramServicesAmt
Management And General$4,253ManagementAndGeneralAmt
Fundraising$202FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$101,978TotalAmt
Program Services$79,752ProgramServicesAmt
Management And General$21,337ManagementAndGeneralAmt
Fundraising$889FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$154,598TotalAmt
Program Services$154,598ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$19,567TotalAmt
Program Services$19,567ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$79,399TotalAmt
Program Services$59,549ProgramServicesAmt
Management And General$19,056ManagementAndGeneralAmt
Fundraising$794FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,192TotalAmt
Program Services$22,644ProgramServicesAmt
Management And General$7,246ManagementAndGeneralAmt
Fundraising$302FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM SERVICES$126,697$126,697
DUES AND SUBSCRIPTIONS$26,673$26,673
BAD DEBT$1,749$1,749

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,464,504TotalAmt
Program Services$3,017,885ProgramServicesAmt
Management And General$430,085ManagementAndGeneralAmt
Fundraising$16,534FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$371,684BOYAmt
EOY$421,340EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$284,346BOYAmt
EOY$266,395EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,381BOYAmt
EOY$45,763EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$1,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,394BOYAmt
EOY$29,377EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,129,464LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,704,494LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,392,433BOYAmt
EOY$1,424,970EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$748,306BOYAmt
EOY$656,902EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,708BOYAmt
EOY$4,396EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,875,252BOYAmt
EOY$2,850,143EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$185,065BOYAmt
EOY$162,840EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$478,622BOYAmt
EOY$525,201EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$524,277BOYAmt
EOY$510,997EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,668BOYAmt
EOY$11,323EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,195,632BOYAmt
EOY$1,210,361EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,346,314BOYAmt
EOY$1,272,420EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$333,306BOYAmt
EOY$367,362EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,679,620BOYAmt
EOY$1,639,782EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,875,252BOYAmt
EOY$2,850,143EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$39,838ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$368,250BeginningYearBalanceAmt
Contributions$1,300ContributionsAmt
Investment Earnings Or Losses$47,336InvestmentEarningsOrLossesAmt
Other Expenditures$10,000OtherExpendituresAmt
End Year Balance$406,886EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$187,511BeginningYearBalanceAmt
Contributions$149,839ContributionsAmt
Investment Earnings Or Losses$30,900InvestmentEarningsOrLossesAmt
End Year Balance$368,250EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$381,789BeginningYearBalanceAmt
Contributions$44,950ContributionsAmt
Investment Earnings Or Losses$80InvestmentEarningsOrLossesAmt
Other Expenditures$39,308OtherExpendituresAmt
Administrative Expenses$200,000AdministrativeExpensesAmt
End Year Balance$187,511EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$381,688BeginningYearBalanceAmt
Investment Earnings Or Losses$101InvestmentEarningsOrLossesAmt
End Year Balance$381,789EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$381,667BeginningYearBalanceAmt
Investment Earnings Or Losses$21InvestmentEarningsOrLossesAmt
End Year Balance$381,688EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09710BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.51250PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.39040TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$602,045OtherCostOrOtherBasisAmt
Book Value$602,045BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,325,377OtherCostOrOtherBasisAmt
Depreciation$1,537,866DepreciationAmt
Book Value$787,511BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$100,931OtherCostOrOtherBasisAmt
Depreciation$91,283DepreciationAmt
Book Value$9,648BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$101,111OtherCostOrOtherBasisAmt
Depreciation$75,345DepreciationAmt
Book Value$25,766BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,424,970TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO INTERNAL MEMBER GROUPSDesc
Amt$11,323Amt
FieldValueIRS element (for citing)
Total Liability$11,323TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,221,295TotalRevEtcAuditedFinclStmtAmt
Other Revenue$11,755OtherRevenueAmt
Revenue Not Reported$11,755RevenueNotReportedAmt
Revenue Subtotal$2,209,540RevenueSubtotalAmt
Other Revenues Not Included$1,215,126OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,215,126RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,424,666TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,261,133TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$11,755OtherExpensesIncludedAmt
Expenses Not Reported$11,755ExpensesNotReportedAmt
Expenses Subtotal$2,249,378ExpensesSubtotalAmt
Other Expenses Not Included$1,215,126OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,215,126ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,464,504TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSE 11,755
SCHEDULE D, PAGE 4, PART XI, LINE 4BSCHOLARSHIPS 1,215,126
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSE 11,755
SCHEDULE D, PAGE 4, PART XII, LINE 4BSCHOLARSHIPS 1,215,126

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, LINE 3FormAndLineReferenceDesc
ExplanationOUR RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL OUR ADVERTISEMENTS AND PROMOTIONAL MATERIALS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AUCTIONEvent1Nm
Gross Receipts Event1$26,084GrossReceiptsEvent1Amt
Gross Revenue Event1$26,084GrossRevenueEvent1Amt
Other Direct Expenses Event1$11,755OtherDirectExpensesEvent1Amt
Gross Receipts Total$26,084GrossReceiptsTotalAmt
Gross Revenue Total Events$26,084GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$11,755OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,755DirectExpenseSummaryEventsAmt
Net Income Summary$14,329NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeNEED BASED FINANCIAL AIDGrantTypeTxt
Recipient71RecipientCnt
Non Cash Assistance$1,215,126NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceFINANCIAL ASSTNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PROVIDES NEED-BASED FINANCIAL AID GRANTS TO STUDENTS. THE ORGANIZATION REQUIRES APPLICATIONS FOR FINANCIAL AID. THE APPLICATIONS ARE REVIEWED, APPROVED, AND MAINTAINED BY THE ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE ACADEMY AT CHARLEMONT DELIVERS A RIGOUROUS EDUCATION AND FOSTERS JOYFUL ENGAGEMENT, ACTIVE CITIZENSHIP, AND THE DESIRE FOR JUSTICE IN EACH STUDENT. OUR COMMUNITY NURTURES CREATIVITY, INDEPENDENT THINKING, AND EMPATHY SO THAT OUR STUDENTS BECOME THEIR BEST SELVES.
FORM 990, PAGE 2, PART III, LINE 4ATHE ACADEMY IS A PUBLIC-SPIRITED INDEPENDENT SCHOOL THAT COMBINES THE BEST OF THE CLASSICAL ACADEMIC TRADITION WITH A VISIBLE COMMITMENT TO BUILDING AND SUSTAINING COMMUNITY. WE BELIEVE THAT THE ACADEMIC, LIBERAL ARTS TRADITION IS A CHALLENGING, INTELLECTUALLY STIMULATING GROUND ON WHICH YOUNG PEOPLE CAN BOTH LEARN TO USE THEIR MINDS WELL, AND FURNISH THOSE MINDS WITH THE KIND OF BROAD, BASIC KNOWLEDGE NEEDED TO SUCCEED IN COLLEGE AND AS CITIZENS OF THE WORLD. WE BELIEVE IN EMPHASIZING CONNECTIONS AMOUNG THE ACADEMIC DISCIPLINES BECAUSE REAL WORLD CHALLENGES REQUIRE CITIZENS TO THINK BEYOND THE DISCRETE BOUNDARIES OF ACADEMIC DISCIPLINES, AND TO LOOK AT THINGS FROM MANY DIFFERENT ANGLES. WE BELIEVE THAT A SCHOOL COMMUNITY BASED ON THE VALUES OF SELF-RELIANCE, INDUSTRY, INTEGRITY, AND COMPASSION ENCOURGAGES THE DEVELOPMENT OF INTELLECTUAL AND SOCIAL STANDARDS THAT REFLECT THOSE VALUES. WE BELIEVE THAT AFFIRMING THE UNIQUENESS OF EACH INDIVIDUAL AND AT THE SAME TIME INSISTING THAT THE INDIVIDUALS SUBSCRIBE TO A SET OF COMMONLY HELD STANDARDS: CIVILITY, RESPECT, CONCERN FOR OTHERS, PRODUCES A HEALTHY TENSION THAT HELPS STUDENTS LEARN, GROW, AND BECOME PRODUCTIVE CITIZENS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF TRUSTEES AUTHORIZED THE FINANCE COMMITTEE TO REVIEW THE FORM 990 AND THE SCHOOL LEADERSHIP TO REVIEW AND APPROVE THE FORM 990.
FORM 990, PAGE 6, PART VI, LINE 12CMEMBERS OF THE BOARD OF TRUSTEES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE HEADS OF SCHOOL MONITOR COMPLIANCE WITH THE POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ATHE HEADS OF SCHOOL'S COMPENSATION IS DETERMINED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. COMPARABILITY DATA IS USED IN SETTING THE COMPENSATION FOR THE HEADS OF SCHOOL.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9FUNDRAISING EXPENSE 11,755 SCHOLARSHIPS -1,215,126 FUNDRAISING EXPENSE -11,755 SCHOLARSHIPS 1,215,126

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