Civic Intelligence

Atrium School Inc.

990 • Fiscal year 2019 • EIN 04-2768241

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

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

0.72x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

1.39x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

51st percentile

3.1%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$183,916

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

44th percentile

1.7%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-1.7%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$7,448,796

Up $124,195 (+1.7%) from 2018

Net Assets

Up

$2,072,496

Up $124,744 (+6.4%) from 2018

Liabilities

Down

$5,376,300

Down $549 (-0.0%) from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin51st percentile

Revenue

Down

$3,872,961

Down $68,950 (-1.7%) from 2018

Expenses

Up

$3,754,417

Up $27,175 (+0.7%) from 2018

Net Income

Down

$118,544

Down $96,125 (-45%) from 2018

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

2019

Assets$7,448,796
Liabilities$5,376,300
Net Assets$2,072,496
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$3,872,961
Expenses$3,754,417
Net Income$118,544
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$3,896,273
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$4,806,109$4,721,356▼ $84,753
Cash and Non-Interest-Bearing Accounts$1,590,293$1,698,726▲ $108,433
Savings and Temporary Cash Investments$740,629$850,269▲ $109,640
Investments in Publicly Traded Securities$114,523$124,343▲ $9,820
Loans From Officers Directors$94,000$70,000▼ $24,000
Prepaid Expenses and Deferred Charges$43,817$38,500▼ $5,317
Accounts Receivable$25,730$14,352▼ $11,378
Pledges and Grants Receivable$3,500$1,250▼ $2,250
Total Assets$7,324,601$7,448,796▲ $124,195
Liabilities
Tax Exempt Bond Liabilities$3,849,847$3,755,852▼ $93,995
Deferred Revenue$1,149,294$1,271,211▲ $121,917
Accounts Payable and Accrued Expenses$283,708$279,237▼ $4,471
Total Liabilities$5,376,849$5,376,300▼ $549
Net Assets / Fund Balance
Unrestricted Net Assets$1,805,198$1,928,431▲ $123,233
Permanently Rstr Net Assets$142,554$144,065▲ $1,511
Total Net Assets Fund Balance$1,947,752$2,072,496▲ $124,744
Total Liabilities and Net Assets / Fund Balance$7,324,601$7,448,796▲ $124,195

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,194,066$326,931$3,520,997
Land$1,450,000-$1,450,000
Equipment$77,290$225,223$302,513

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$72,849-▲ $7,581-$80,430
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
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marshall CarterHead of SchoolFT$162,306$21,610$183,916
Kathleen HansonAssistant Head of SchoolFT$107,597$5,062$112,659
Liz PerekrestsTrustee/teacherFT$56,659$13,907$70,566
Liz CaffreyTrustee/teacherFT$67,438$2,311$69,749

Board Members and Trustees

NameTitle
Ed LangChair Thru 3/19
Joanne OyerVice Chair Beg. 4/19
Anne DigiovanniTrustee
Catherine FazioTrustee
Ionica Brito-perkinsTrustee
Julia Yan Hui LiTrustee
Linda HoytTrustee
Margot PhelpsTrustee
Robyn DollarTrustee
Sarah PatrickTrustee
Steven GilmanTrustee
Alexis KhalilTrustee Thru 6/20/19
Cynthia StraussTrustee Thru 6/20/19
Kathleen SchmatzTrustee Thru 6/20/19
Miriam TepperTrustee Thru 6/20/19
Megan PoppClerk Thru 6/20/19/tr.
Claire BigleyTr./clerk Beg 6/20/19
Tonya MayTreasurer
MARY O'NEILLV. CH. - 3/19; CH. BEG. 4/19
Revenue and Support

Revenue Composition

Contributions and Grants
$299,797
Program Service Revenue
$3,515,104
Investment Income
$8,257
Other Revenue
$49,803
All Other Contributions
$299,797
Change in Net Assets
$118,544

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$49,704Fair Market Value (FMV)
Total Noncash Contributions1$49,704-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,872,961
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-511,105
Total Revenue per Audited Statements
$3,361,856
Total Revenue per Form 990
$3,872,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,343,487
Other Expenses$893,625
Grants and Similar Amounts Paid$517,305
Total Fundraising Expense$143,763
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,253,374$315,594$110,603$1,679,571
Grants to Domestic Individuals$517,305--$517,305
Current Officers, Directors, Trustees, and Key Employees$222,862$144,437-$367,299
Payroll Taxes$127,104$39,783$9,639$176,526
All Other Expenses$102,622$38,912$23,521$165,055
Interest$115,276$12,808-$128,084
Depreciation Depletion$114,074$11,282-$125,356
Other Employee Benefits$82,897$22,309-$105,206
Occupancy$46,858$5,206-$52,064
Other Expenses$38,954$3,853-$42,807
Insurance$29,809$3,312-$33,121
Office Expenses$13,025$17,320-$30,345
Fees for Services Accounting-$20,207-$20,207
Fees for Services Other$4,321$11,631-$15,952
Pension Plan Contributions$14,885--$14,885
Fees for Services Legal-$13,712-$13,712
Fees for Services Management-$4,529-$4,529
Total Functional Expenses$2,895,406$715,248$143,763$3,754,417

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,754,417
Expenses per Audited Statements$3,237,112
Total Expenses per Audited Statements$3,237,112
Expenses Not Reported on Financial Statements$517,305
Other Expense Adjustments$517,305
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,615
Fundraising Direct Expenses$23,312
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$23,778$23,778$4,668$19,110
Weekly Pizza Lunch$17,639$17,639$6,578$11,061
Total Events$49,615$49,615$23,312$26,303
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$94,000$70,000▼ $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-$434,073$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
2019-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marshall Carter
Formed
1982
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
14
Employees
50
Volunteers
21

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, 2019, the school's endowment assets totaled $80,430, of which $30,000 is donor restricted to be maintained in perpetuity. Investment earnings (interest income, dividend income and unrealized gains) on those assets are accumulated as donor restricted endowment assets and totaled $50,430 at june 30, 2019. Those donor restricted endowment assets can be appropriated for the enrichment and/or development of the school's mathematics programs.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“FINANCIAL AID -517,305.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 517,305.”

Raw XML AppendixShowing 400 of 691 raw XML fields

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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt202311
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2113907
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt225062
IRS990/Form990PartVIISectionAGrp/PersonNm0MARSHALL CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm1ED LANG
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm3JOANNE OYER
IRS990/Form990PartVIISectionAGrp/PersonNm4TONYA MAY
IRS990/Form990PartVIISectionAGrp/PersonNm5MEGAN POPP
IRS990/Form990PartVIISectionAGrp/PersonNm6CLAIRE BIGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7CYNTHIA STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm8JULIA YAN HUI LI
IRS990/Form990PartVIISectionAGrp/PersonNm9MIRIAM TEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm10MARGOT PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm11ALEXIS KHALIL
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBYN DOLLAR
IRS990/Form990PartVIISectionAGrp/PersonNm13IONICA BRITO-PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm14CATHERINE FAZIO
IRS990/Form990PartVIISectionAGrp/PersonNm15KATHLEEN SCHMATZ
IRS990/Form990PartVIISectionAGrp/PersonNm16SARAH PATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm17LINDA HOYT
IRS990/Form990PartVIISectionAGrp/PersonNm18STEVEN GILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19ANNE DIGIOVANNI
IRS990/Form990PartVIISectionAGrp/PersonNm20LIZ CAFFREY
IRS990/Form990PartVIISectionAGrp/PersonNm21LIZ PEREKRESTS
IRS990/Form990PartVIISectionAGrp/PersonNm22KATHLEEN HANSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0178806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2067438
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2156659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22107597
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR THRU 3/19
IRS990/Form990PartVIISectionAGrp/TitleTxt2V. CH. - 3/19; CH. BEG. 4/19
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR BEG. 4/19
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CLERK THRU 6/20/19/TR.
IRS990/Form990PartVIISectionAGrp/TitleTxt6TR./CLERK BEG 6/20/19
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE THRU 6/20/19
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE THRU 6/20/19
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE THRU 6/20/19
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE THRU 6/20/19
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSISTANT HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt023312
IRS990/FundraisingGrossIncomeAmt049615
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0517305
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0517305
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0517305
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03896273
IRS990/GrossRentsGrp/RealAmt023500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03312
IRS990/InsuranceGrp/ProgramServicesAmt029809
IRS990/InsuranceGrp/TotalAmt033121
IRS990/InterestGrp/ManagementAndGeneralAmt012808
IRS990/InterestGrp/ProgramServicesAmt0115276
IRS990/InterestGrp/TotalAmt0128084
IRS990/InvestmentIncomeGrp/ExclusionAmt08257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08257
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0114523
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0124343
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0552154
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04806109
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04721356
IRS990/LandBldgEquipCostOrOtherBssAmt05273510
IRS990/LegalDomicileStateCd0MA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt094000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt070000
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/NetAssetsOrFundBalancesBOYAmt01947752
IRS990/NetAssetsOrFundBalancesEOYAmt02072496
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt026303
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026303
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt023500
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt023500
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06200
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05206
IRS990/OccupancyGrp/ProgramServicesAmt046858
IRS990/OccupancyGrp/TotalAmt052064
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017320
IRS990/OfficeExpensesGrp/ProgramServicesAmt013025
IRS990/OfficeExpensesGrp/TotalAmt030345
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022309
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt082897
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0105206
IRS990/OtherExpensesGrp/Desc0STUDENT EXPENSES
IRS990/OtherExpensesGrp/Desc1FACULTY SUPPORT
IRS990/OtherExpensesGrp/Desc2RECRUITING AND ADVERTIS
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150353
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23853
IRS990/OtherExpensesGrp/ProgramServicesAmt0115013
IRS990/OtherExpensesGrp/ProgramServicesAmt197027
IRS990/OtherExpensesGrp/ProgramServicesAmt238954
IRS990/OtherExpensesGrp/TotalAmt0115013
IRS990/OtherExpensesGrp/TotalAmt197027
IRS990/OtherExpensesGrp/TotalAmt250353
IRS990/OtherExpensesGrp/TotalAmt342807
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0110603
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0315594
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01253374
IRS990/OtherSalariesAndWagesGrp/TotalAmt01679571
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09639
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039783
IRS990/PayrollTaxesGrp/ProgramServicesAmt0127104
IRS990/PayrollTaxesGrp/TotalAmt0176526
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014885
IRS990/PensionPlanContributionsGrp/TotalAmt014885
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0142554
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0144065
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01250
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043817
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038500
IRS990/PrincipalOfficerNm0MARSHALL CARTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM AND OTHER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03349085
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1166019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03349085
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1166019
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0184871
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0520119
IRS990/PYInvestmentIncomeAmt07120
IRS990/PYOtherExpensesAmt0976083
IRS990/PYOtherRevenueAmt050463
IRS990/PYProgramServiceRevenueAmt03699457
IRS990/PYRevenuesLessExpensesAmt0214669
IRS990/PYSalariesCompEmpBnftPaidAmt02231040
IRS990/PYTotalExpensesAmt03727242
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03941911
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0118544
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,448,796
Liabilities
$5,376,300
Net assets
$2,072,496
Revenue
$3,872,961
Expenses
$3,754,417
Net income
$118,544
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