Civic Intelligence

Atrium School Inc.

990 • Fiscal year 2018 • EIN 04-2768241

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

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

84th percentile

0.73x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

1.36x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

57th percentile

5.4%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$108,117

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

44th percentile

0.3%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

8.0%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$7,324,601

Up $24,966 (+0.3%) from 2017

Net Assets

Up

$1,947,752

Up $215,390 (+12%) from 2017

Liabilities

Down

$5,376,849

Down $190,424 (-3.4%) from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin57th percentile

Revenue

Up

$3,941,911

Up $292,963 (+8.0%) from 2017

Expenses

Up

$3,727,242

Up $259,537 (+7.5%) from 2017

Net Income

Up

$214,669

Up $33,426 (+18%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2018

Assets$7,324,601
Liabilities$5,376,849
Net Assets$1,947,752
Open 2018 Filing

Operations Trend

Revenue Growth60th 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

2018

Revenue$3,941,911
Expenses$3,727,242
Net Income$214,669
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$3,974,156
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$4,869,149$4,806,109▼ $63,040
Cash and Non-Interest-Bearing Accounts$1,614,374$1,590,293▼ $24,081
Savings and Temporary Cash Investments$661,698$740,629▲ $78,931
Investments in Publicly Traded Securities$110,613$114,523▲ $3,910
Loans From Officers Directors$118,000$94,000▼ $24,000
Prepaid Expenses and Deferred Charges$32,629$43,817▲ $11,188
Accounts Receivable$235$25,730▲ $25,495
Pledges and Grants Receivable$10,937$3,500▼ $7,437
Total Assets$7,299,635$7,324,601▲ $24,966
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,939,500$3,849,847▼ $89,653
Deferred Revenue$1,205,955$1,149,294▼ $56,661
Accounts Payable and Accrued Expenses$303,818$283,708▼ $20,110
Total Liabilities$5,567,273$5,376,849▼ $190,424
Net Assets / Fund Balance
Unrestricted Net Assets$1,594,066$1,805,198▲ $211,132
Temporarily Rstr Net Assets$108,296$112,554▲ $4,258
Permanently Rstr Net Assets$30,000$30,000→ $0
Total Net Assets Fund Balance$1,732,362$1,947,752▲ $215,390
Total Liabilities and Net Assets / Fund Balance$7,299,635$7,324,601▲ $24,966

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,269,721$229,906$3,499,627
Land$1,450,000-$1,450,000
Equipment$86,388$196,892$283,280

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$68,991-▲ $3,858-$72,849
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
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen HansonAssistant Head of SchoolFT$102,899$5,218$108,117
Marshall CarterHead of SchoolFT$80,757$3,761$84,518
Paul CapobiancoTrustee/teacherFT$43,979$12,273$56,252
Jaleesa AnselmTrustee/teacherFT$32,075$4,793$36,868

Board Members and Trustees

NameTitle
Dennis CollingBoard Chair
Ed LangBoard Vice Chair
Alexis KhalilTrustee
Catherine FazioTrustee
Claire BigleyTrustee
Cynthia StraussTrustee
Ionica Brito-perkinsTrustee
Joanne OyerTrustee
Julia Yan Hui LiTrustee
Kathleen SchmatzTrustee
MARY O'NEILLTrustee
Margot PhelpsTrustee
Miriam TepperTrustee
Robyn DollarTrustee
Sadeq QuraishiTrustee
Megan PoppClerk
Tonya MayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$184,871
Program Service Revenue
$3,699,457
Investment Income
$7,120
Other Revenue
$50,463
All Other Contributions
$184,871
Change in Net Assets
$214,669

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,974,156
Revenue Not Reported on Financial Statements
$-32,245
Revenue Not Reported on Form 990
$-519,398
Other Revenue Adjustments
$-32,245
Total Revenue per Audited Statements
$3,454,758
Total Revenue per Form 990
$3,941,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,231,040
Other Expenses$976,083
Grants and Similar Amounts Paid$520,119
Total Fundraising Expense$138,598
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,227,312$305,534$105,554$1,638,400
Grants to Domestic Individuals$520,119--$520,119
Current Officers, Directors, Trustees, and Key Employees$170,293$135,406-$305,699
Payroll Taxes$123,108$38,920$9,437$171,465
All Other Expenses$81,346$41,914$23,607$146,867
Interest$119,866$13,318-$133,184
Depreciation Depletion$108,364$12,040-$120,404
Other Employee Benefits$86,066$14,985-$101,051
Occupancy$72,104$8,012-$80,116
Fees for Services Legal-$44,080-$44,080
Other Expenses$50,050$42,878-$42,878
Office Expenses$18,827$24,020-$42,847
Fees for Services Other$10,047$31,031-$41,078
Insurance$27,908$3,101-$31,009
Fees for Services Accounting-$17,000-$17,000
Pension Plan Contributions$14,425--$14,425
Fees for Services Management-$2,367-$2,367
Total Functional Expenses$2,849,088$739,556$138,598$3,727,242

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,727,242
Total Expenses per Audited Statements$3,239,368
Expenses per Audited Statements$3,207,123
Expenses Not Reported on Financial Statements$520,119
Other Expense Adjustments$520,119
Expenses Not Reported on Form 990$32,245
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,708
Fundraising Direct Expenses$32,245
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$26,810$26,810$7,081$19,729
Weekly Pizza Lunch$20,499$20,499$16,398$4,101
Total Events$52,739$52,739$35,093$17,646
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$118,000$94,000▼ $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--$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
No
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
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marshall Carter
Formed
1982
Legal Domicile
Ma
Voting Board Members
20
Independent Board Members
17
Employees
52
Volunteers
19

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, 2018, the school's endowment assets totaled $72,849, 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 $42,849 at june 30, 2018. 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 -520,119.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses -32,245.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 32,245.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 520,119.”

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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/PersonNm3TONYA MAY
IRS990/Form990PartVIISectionAGrp/PersonNm4MARSHALL CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm5MIRIAM TEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm6ED LANG
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm8JOANNE OYER
IRS990/Form990PartVIISectionAGrp/PersonNm9MARGOT PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm10JALEESA ANSELM
IRS990/Form990PartVIISectionAGrp/PersonNm11PAUL CAPOBIANCO
IRS990/Form990PartVIISectionAGrp/PersonNm12SADEQ QURAISHI
IRS990/Form990PartVIISectionAGrp/PersonNm13CLAIRE BIGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14ALEXIS KHALIL
IRS990/Form990PartVIISectionAGrp/PersonNm15MEGAN POPP
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBYN DOLLAR
IRS990/Form990PartVIISectionAGrp/PersonNm17IONICA BRITO-PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm18CATHERINE FAZIO
IRS990/Form990PartVIISectionAGrp/PersonNm19KATHLEEN SCHMATZ
IRS990/Form990PartVIISectionAGrp/PersonNm20KATHLEEN HANSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1032075
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20102899
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/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20ASSISTANT HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt032245
IRS990/FundraisingGrossIncomeAmt063708
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0520119
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0520119
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0520119
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03974156
IRS990/GrossRentsGrp/RealAmt019000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03101
IRS990/InsuranceGrp/ProgramServicesAmt027908
IRS990/InsuranceGrp/TotalAmt031009
IRS990/InterestGrp/ManagementAndGeneralAmt013318
IRS990/InterestGrp/ProgramServicesAmt0119866
IRS990/InterestGrp/TotalAmt0133184
IRS990/InvestmentIncomeGrp/ExclusionAmt07120
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07120
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0110613
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0114523
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0426798
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04869149
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04806109
IRS990/LandBldgEquipCostOrOtherBssAmt05232907
IRS990/LegalDomicileStateCd0MA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0118000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt094000
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/BOYAmt03939500
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03849847
IRS990/NetAssetsOrFundBalancesBOYAmt01732362
IRS990/NetAssetsOrFundBalancesEOYAmt01947752
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt031463
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt031463
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt019000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt019000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0721
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08012
IRS990/OccupancyGrp/ProgramServicesAmt072104
IRS990/OccupancyGrp/TotalAmt080116
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024020
IRS990/OfficeExpensesGrp/ProgramServicesAmt018827
IRS990/OfficeExpensesGrp/TotalAmt042847
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014985
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt086066
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0101051
IRS990/OtherExpensesGrp/Desc0STUDENT EXPENSES
IRS990/OtherExpensesGrp/Desc1FACULTY SUPPORT
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3RECRUITING AND ADVERTIS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04950
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt142878
IRS990/OtherExpensesGrp/ProgramServicesAmt0111970
IRS990/OtherExpensesGrp/ProgramServicesAmt1107283
IRS990/OtherExpensesGrp/ProgramServicesAmt250050
IRS990/OtherExpensesGrp/TotalAmt0111970
IRS990/OtherExpensesGrp/TotalAmt1107283
IRS990/OtherExpensesGrp/TotalAmt255000
IRS990/OtherExpensesGrp/TotalAmt342878
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0105554
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0305534
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01227312
IRS990/OtherSalariesAndWagesGrp/TotalAmt01638400
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09437
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038920
IRS990/PayrollTaxesGrp/ProgramServicesAmt0123108
IRS990/PayrollTaxesGrp/TotalAmt0171465
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014425
IRS990/PensionPlanContributionsGrp/TotalAmt014425
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt030000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010937
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032629
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043817
IRS990/PrincipalOfficerNm0MARSHALL CARTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM AND OTHER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03518313
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1181144
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03518313
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1181144
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0156735
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0417000
IRS990/PYInvestmentIncomeAmt07088
IRS990/PYOtherExpensesAmt0972491
IRS990/PYOtherRevenueAmt069860
IRS990/PYProgramServiceRevenueAmt03415265
IRS990/PYRevenuesLessExpensesAmt0181243
IRS990/PYSalariesCompEmpBnftPaidAmt02078214
IRS990/PYTotalExpensesAmt03467705
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03648948
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0214669
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt019000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03699457
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0661698
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0740629
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03269721
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0229906
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03499627

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,324,601
Liabilities
$5,376,849
Net assets
$1,947,752
Revenue
$3,941,911
Expenses
$3,727,242
Net income
$214,669
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