Civic Intelligence

Atrium School Inc.

990 • Fiscal year 2017 • EIN 04-2768241

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileWWW.ATRIUM.ORG

View Organization Page

69 Grove StreetWatertown, MA 02472

(617) 923-4156

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.76x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

1.53x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$120,368

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

14th percentile

-5.7%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-19%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$7,299,635

Down $440,723 (-5.7%) from 2016

Net Assets

Up

$1,732,362

Up $182,336 (+12%) from 2016

Liabilities

Down

$5,567,273

Down $623,059 (-10%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin57th percentile

Revenue

Down

$3,648,948

Down $875,967 (-19%) from 2016

Expenses

Down

$3,467,705

Down $28,333 (-0.8%) from 2016

Net Income

Down

$181,243

Down $847,634 (-82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $3,336,233Liabilities 2011: $2,170,139Net Assets 2011: $1,166,0942011Assets 2012: $3,426,124Liabilities 2012: $2,010,121Net Assets 2012: $1,416,0032012Assets 2013: $3,586,291Liabilities 2013: $2,005,487Net Assets 2013: $1,580,8042013Assets 2014: $4,613,807Liabilities 2014: $2,238,162Net Assets 2014: $2,375,6452014Assets 2015: $5,344,550Liabilities 2015: $2,675,191Net Assets 2015: $2,669,3592015Assets 2016: $7,740,358Liabilities 2016: $6,190,332Net Assets 2016: $1,550,0262016Assets 2017: $7,299,635Liabilities 2017: $5,567,273Net Assets 2017: $1,732,3622017Assets 2018: $7,324,601Liabilities 2018: $5,376,849Net Assets 2018: $1,947,7522018Assets 2019: $7,448,796Liabilities 2019: $5,376,300Net Assets 2019: $2,072,4962019Assets 2020: $7,901,863Liabilities 2020: $5,679,719Net Assets 2020: $2,222,1442020Assets 2021: $8,510,313Liabilities 2021: $5,277,291Net Assets 2021: $3,233,0222021Assets 2022: $8,524,556Liabilities 2022: $5,195,885Net Assets 2022: $3,328,6712022Assets 2023: $8,651,948Liabilities 2023: $4,984,018Net Assets 2023: $3,667,9302023Assets 2024: $8,559,661Liabilities 2024: $4,706,968Net Assets 2024: $3,852,6932024Assets 2025: $8,516,276Liabilities 2025: $4,737,726Net Assets 2025: $3,778,5502025

Highlighted filing

2017

Assets$7,299,635
Liabilities$5,567,273
Net Assets$1,732,362
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,173,668Expenses 2011: $2,057,613Net Income 2011: $116,0552011Revenue 2012: $2,217,754Expenses 2012: $1,970,719Net Income 2012: $247,0352012Revenue 2013: $2,250,134Expenses 2013: $2,087,090Net Income 2013: $163,0442013Revenue 2014: $3,165,299Expenses 2014: $2,377,466Net Income 2014: $787,8332014Revenue 2015: $3,395,666Expenses 2015: $3,101,848Net Income 2015: $293,8182015Revenue 2016: $4,524,915Expenses 2016: $3,496,038Net Income 2016: $1,028,8772016Revenue 2017: $3,648,948Expenses 2017: $3,467,705Net Income 2017: $181,2432017Revenue 2018: $3,941,911Expenses 2018: $3,727,242Net Income 2018: $214,6692018Revenue 2019: $3,872,961Expenses 2019: $3,754,417Net Income 2019: $118,5442019Revenue 2020: $4,104,557Expenses 2020: $3,957,100Net Income 2020: $147,4572020Revenue 2021: $5,094,374Expenses 2021: $4,103,764Net Income 2021: $990,6102021Revenue 2022: $4,548,421Expenses 2022: $4,432,952Net Income 2022: $115,4692022Revenue 2023: $5,019,378Expenses 2023: $4,730,835Net Income 2023: $288,5432023Revenue 2024: $5,044,114Expenses 2024: $5,012,153Net Income 2024: $31,9612024Revenue 2025: $4,757,977Expenses 2025: $4,960,076Net Income 2025: -$202,0992025

Highlighted filing

2017

Revenue$3,648,948
Expenses$3,467,705
Net Income$181,243
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$3,673,251
Mission and Program Overview

Mission

To provide a meaningful progressive education which encourages academic curiosity, creativity and exploration while fostering each students's intellectual growth. Currently serving children in grades pre-kindergarten through eighth grade.

To provide a meaningful progressive education which encourages academic curiosity, creativity and exploration while fostering each student's intellectual growth. Currently serving children in grades pre-kindergarten through eighth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,833,391$4,869,149▲ $35,758
Cash and Non-Interest-Bearing Accounts$1,632,173$1,614,374▼ $17,799
Savings and Temporary Cash Investments$886,336$661,698▼ $224,638
Loans From Officers Directors$142,000$118,000▼ $24,000
Investments in Publicly Traded Securities$111,084$110,613▼ $471
Prepaid Expenses and Deferred Charges$50,532$32,629▼ $17,903
Pledges and Grants Receivable$70,139$10,937▼ $59,202
Accounts Receivable$1,994$235▼ $1,759
Total Assets$7,595,649$7,299,635▼ $296,014
Other Assets Total$10,000$0▼ $10,000
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,396,193$3,939,500▼ $456,693
Deferred Revenue$1,319,940$1,205,955▼ $113,985
Accounts Payable and Accrued Expenses$187,490$303,818▲ $116,328
Total Liabilities$6,045,623$5,567,273▼ $478,350
Net Assets / Fund Balance
Unrestricted Net Assets$1,259,978$1,594,066▲ $334,088
Temporarily Rstr Net Assets$260,048$108,296▼ $151,752
Permanently Rstr Net Assets$30,000$30,000→ $0
Total Net Assets Fund Balance$1,550,026$1,732,362▲ $182,336
Total Liabilities and Net Assets / Fund Balance$7,595,649$7,299,635▼ $296,014

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,348,801$134,126$3,482,927
Land$1,450,000-$1,450,000
Equipment$70,348$172,268$242,616

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$65,340-▲ $3,651-$68,991
2015$62,621-▲ $6,719$-4,000$65,340
2014$60,488-▲ $2,133-$62,621
2013$52,957-▲ $8,331$800$60,488
2012$49,023-▲ $3,934-$52,957
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda EchtHead of School Thru 6/30/17FT$107,509$12,859$120,368
Paul CapobiancoTrustee/teacherFT$40,579$12,220$52,799
Jaleesa AnselmTrustee/teacherFT$34,951$3,821$38,772

Board Members and Trustees

NameTitle
Dennis CollingBoard Chair
Cynthia StraussBoard Vice Chair
Alan HalfengerTrustee
Alexis KhalilTrustee
Claire BigleyTrustee
Ed LangTrustee
Joanne OyerTrustee
MARY O'NEILLTrustee
Margot PhelpsTrustee
Megan PoppTrustee
Miriam TepperTrustee
Pam WeissTrustee
Runeko LovellTrustee
Sadeq QuraishiTrustee
Scott SternTrustee
Tonya MayClerk (treasurer Beg. 7/17)
Julia Yan Hui LiTreasurer Thru 6/30/17
Revenue and Support

Revenue Composition

Contributions and Grants
$156,735
Program Service Revenue
$3,415,265
Investment Income
$7,088
Other Revenue
$69,860
All Other Contributions
$156,735
Change in Net Assets
$181,243

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,668,630
Revenue Not Reported on Financial Statements
$-19,682
Revenue Not Reported on Form 990
$-415,907
Other Revenue Adjustments
$-19,682
Total Revenue per Audited Statements
$3,252,723
Total Revenue per Form 990
$3,648,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,078,214
Other Expenses$972,491
Grants and Similar Amounts Paid$417,000
Total Fundraising Expense$100,585
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,261,424$318,543$68,685$1,648,652
Grants to Domestic Individuals$417,000--$417,000
All Other Expenses$119,237$45,246$24,377$188,860
Current Officers, Directors, Trustees, and Key Employees-$178,827-$178,827
Payroll Taxes$104,009$39,827$5,663$149,499
Interest$125,051$13,895-$138,946
Depreciation Depletion$105,283$10,413-$115,696
Other Employee Benefits$78,464$9,545$756$88,765
Occupancy$63,452$6,275-$69,727
Fees for Services Other$11,310$38,781-$50,091
Office Expenses$24,288$25,800-$50,088
Other Expenses$48,584$46,747-$46,747
Insurance$26,643$2,960-$29,603
Fees for Services Management-$19,564-$19,564
Fees for Services Legal-$17,576-$17,576
Fees for Services Accounting-$16,000-$16,000
Pension Plan Contributions$11,367-$1,104$12,471
Total Functional Expenses$2,575,246$791,874$100,585$3,467,705

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,467,705
Total Expenses per Audited Statements$3,070,387
Expenses per Audited Statements$3,050,705
Expenses Not Reported on Financial Statements$417,000
Other Expense Adjustments$417,000
Expenses Not Reported on Form 990$19,682
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,742
Fundraising Direct Expenses$19,682
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$29,460$29,460$5,552$23,908
Weekly Pizza Lunch$19,279$19,279$8,957$10,322
Total Events$56,682$56,682$26,457$30,225
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Jill Is the Spouse of the Head of School (through June 30, 2017)Jill Is a Teacher at the School and as Such She Receives a Salary and Employee Benefits.No$76,421

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$142,000$118,000▼ $24,000
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2016-03-01$4,320,000BUILDING PURCHASE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,320,000-$240,669$146,335

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The school does not have any committees who have the authority to act on behalf of the board of trustees.”

Form 990, Part VI, Section B, Line 11B

“The board of trustees reviews a copy of the form 990 prepared by the school's independent accountants. Any resulting comments are incorporated into the form 990 by the independent accountants and a final copy of the form 990 is provided to the board of trustees prior to its filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Each interested person must sign an annual statement which acknowledges that: they have received a copy of the conflict of interest policy; they understand it; and they will comply with the policy. Additionally they must state whether or not they have a potential conflict of interest, and list any such potential conflicts of interest. Potential conflicts of interest that arise after the annual statement has been submitted will be disclosed immediately.”

Form 990, Part VI, Section B, Line 15A

“The board of trustees determines the salary of the head of school. A sub-committee of the finance committee and the board of trustees compiles comparative data of other schools directors' salaries to support this process.”

Form 990, Part VI, Section C, Line 19

“The organization's audited financial statements are available on certain public and regulatory agency websites and upon request. The organization's governing documents and its conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Atrium School Inc
EIN
04-2768241
Phone
6179234156
Address
69 GROVE STREET, WATERTOWN, MA 02472

Signing Officer

Name
Tonya May
Title
Treasurer
Phone
6179234156
Signed
2017-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marshall Carter
Formed
1982
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
17
Employees
47
Volunteers
22

Preparer

Firm
Leonard Mulherin & Greene Pc
Address
625 GROVE STREET, BRAINTREE, MA 02184
Preparer
Mark J Preziosi
Phone
7813564800
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“At june 30, 2017, the school's endowment assets totaled $68,991, of which $30,000 is permanently restricted. Investment earnings (interest income, dividend income and unrealized gains) on those assets are accumulated as temporarily restricted endowment assets and totaled $38,991 at june 30, 2017. Temporarily restricted endowment funds can be appropriated for the enrichment and/or development of the school's mathematics programs.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“FINANCIAL AID -417,000.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses -19,682.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 19,682.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 417,000.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA ECHT
IRS990/Form990PartVIISectionAGrp/PersonNm5MIRIAM TEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm6ED LANG
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm8RUNEKO LOVELL
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT STERN
IRS990/Form990PartVIISectionAGrp/PersonNm10PAM WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm11JOANNE OYER
IRS990/Form990PartVIISectionAGrp/PersonNm12MARGOT PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm13JALEESA ANSELM
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL CAPOBIANCO
IRS990/Form990PartVIISectionAGrp/PersonNm15ALAN HALFENGER
IRS990/Form990PartVIISectionAGrp/PersonNm16SADEQ QURAISHI
IRS990/Form990PartVIISectionAGrp/PersonNm17CLAIRE BIGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm18ALEXIS KHALIL
IRS990/Form990PartVIISectionAGrp/PersonNm19MEGAN POPP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4107509
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1334951
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1440579
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER THRU 6/30/17
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK (TREASURER BEG. 7/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt4HEAD OF SCHOOL THRU 6/30/17
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt019682
IRS990/FundraisingGrossIncomeAmt067742
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0417000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0417000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0417000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04621
IRS990/GrossReceiptsAmt03673251
IRS990/GrossRentsGrp/RealAmt018800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02960
IRS990/InsuranceGrp/ProgramServicesAmt026643
IRS990/InsuranceGrp/TotalAmt029603
IRS990/InterestGrp/ManagementAndGeneralAmt013895
IRS990/InterestGrp/ProgramServicesAmt0125051
IRS990/InterestGrp/TotalAmt0138946
IRS990/InvestmentIncomeGrp/ExclusionAmt07088
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07088
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0111084
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0110613
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0306394
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04833391
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04869149
IRS990/LandBldgEquipCostOrOtherBssAmt05175543
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04621
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0142000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0118000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE A MEANINGFUL PROGRESSIVE EDUCATION WHICH ENCOURAGES ACADEMIC CURIOSITY, CREATIVITY AND EXPLORATION WHILE FOSTERING EACH STUDENT'S INTELLECTUAL GROWTH. CURRENTLY SERVING CHILDREN IN GRADES PRE-KINDERGARTEN THROUGH EIGHTH GRADE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04396193
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03939500
IRS990/NetAssetsOrFundBalancesBOYAmt01550026
IRS990/NetAssetsOrFundBalancesEOYAmt01732362
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt048060
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt048060
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt018800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01093
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06275
IRS990/OccupancyGrp/ProgramServicesAmt063452
IRS990/OccupancyGrp/TotalAmt069727
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025800
IRS990/OfficeExpensesGrp/ProgramServicesAmt024288
IRS990/OfficeExpensesGrp/TotalAmt050088
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0756
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09545
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt078464
IRS990/OtherEmployeeBenefitsGrp/TotalAmt088765
IRS990/OtherExpensesGrp/Desc0STUDENT EXPENSES
IRS990/OtherExpensesGrp/Desc1FACULTY SUPPORT
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3RECRUITING AND ADVERTIS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt146747
IRS990/OtherExpensesGrp/ProgramServicesAmt096078
IRS990/OtherExpensesGrp/ProgramServicesAmt183056
IRS990/OtherExpensesGrp/ProgramServicesAmt248584
IRS990/OtherExpensesGrp/TotalAmt096078
IRS990/OtherExpensesGrp/TotalAmt184931
IRS990/OtherExpensesGrp/TotalAmt248584
IRS990/OtherExpensesGrp/TotalAmt346747
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUNE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03000
IRS990/OtherRevenueTotalAmt03000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt068685
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0318543
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01261424
IRS990/OtherSalariesAndWagesGrp/TotalAmt01648652
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05663
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039827
IRS990/PayrollTaxesGrp/ProgramServicesAmt0104009
IRS990/PayrollTaxesGrp/TotalAmt0149499
IRS990/PensionPlanContributionsGrp/FundraisingAmt01104
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011367
IRS990/PensionPlanContributionsGrp/TotalAmt012471
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt030000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt070139
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010937
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050532
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032629
IRS990/PrincipalOfficerNm0MARSHALL CARTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM AND OTHER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03209029
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1206236
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03209029
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1206236
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0902169
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0480300
IRS990/PYInvestmentIncomeAmt06173
IRS990/PYOtherExpensesAmt01324517
IRS990/PYOtherRevenueAmt044978
IRS990/PYProgramServiceRevenueAmt03571595
IRS990/PYRevenuesLessExpensesAmt01028877
IRS990/PYSalariesCompEmpBnftPaidAmt01691221
IRS990/PYTotalExpensesAmt03496038
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04524915
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0181243
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt018800
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03415265
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0886336
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0661698

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,299,635
Liabilities
$5,567,273
Net assets
$1,732,362
Revenue
$3,648,948
Expenses
$3,467,705
Net income
$181,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.52$4.74$3.78$4.76$4.96$0.20
2024Detailed filing. Detailed filing data is available for this year.$8.56$4.71$3.85$5.04$5.01$0.03
2023Detailed filing. Detailed filing data is available for this year.$8.65$4.98$3.67$5.02$4.73$0.29
2022Detailed filing. Detailed filing data is available for this year.$8.52$5.20$3.33$4.55$4.43$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.51$5.28$3.23$5.09$4.10$0.99
2020Detailed filing. Detailed filing data is available for this year.$7.90$5.68$2.22$4.10$3.96$0.15
2019Detailed filing. Detailed filing data is available for this year.$7.45$5.38$2.07$3.87$3.75$0.12
2018Detailed filing. Detailed filing data is available for this year.$7.32$5.38$1.95$3.94$3.73$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.30$5.57$1.73$3.65$3.47$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.74$6.19$1.55$4.52$3.50$1.03
2015Detailed filing. Detailed filing data is available for this year.$5.34$2.68$2.67$3.40$3.10$0.29
2014Summary only. Only limited summary data is available for this year.$4.61$2.24$2.38$3.17$2.38$0.79
2013Summary only. Only limited summary data is available for this year.$3.59$2.01$1.58$2.25$2.09$0.16
2012Summary only. Only limited summary data is available for this year.$3.43$2.01$1.42$2.22$1.97$0.25
2011Summary only. Only limited summary data is available for this year.$3.34$2.17$1.17$2.17$2.06$0.12