Civic Intelligence

Atrium School Inc.

990 • Fiscal year 2020 • EIN 04-2768241

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

1.38x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

48th percentile

3.6%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$185,870

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

50th percentile

6.1%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

6.0%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$7,901,863

Up $453,067 (+6.1%) from 2019

Net Assets

Up

$2,222,144

Up $149,648 (+7.2%) from 2019

Liabilities

Up

$5,679,719

Up $303,419 (+5.6%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin48th percentile

Revenue

Up

$4,104,557

Up $231,596 (+6.0%) from 2019

Expenses

Up

$3,957,100

Up $202,683 (+5.4%) from 2019

Net Income

Up

$147,457

Up $28,913 (+24%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2020

Assets$7,901,863
Liabilities$5,679,719
Net Assets$2,222,144
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$4,104,557
Expenses$3,957,100
Net Income$147,457
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.1
Gross Receipts
$4,129,554
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$4,721,356$4,608,286▼ $113,070
Cash and Non-Interest-Bearing Accounts$1,698,726$2,443,156▲ $744,430
Savings and Temporary Cash Investments$850,269$688,854▼ $161,415
Investments in Publicly Traded Securities$124,343$129,981▲ $5,638
Loans From Officers Directors$70,000$0▼ $70,000
Prepaid Expenses and Deferred Charges$38,500$26,501▼ $11,999
Accounts Receivable$14,352$5,085▼ $9,267
Pledges and Grants Receivable$1,250$0▼ $1,250
Total Assets$7,448,796$7,901,863▲ $453,067
Liabilities
Tax Exempt Bond Liabilities$3,755,852$4,070,036▲ $314,184
Deferred Revenue$1,271,211$1,284,252▲ $13,041
Accounts Payable and Accrued Expenses$279,237$325,431▲ $46,194
Total Liabilities$5,376,300$5,679,719▲ $303,419
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,928,431$2,087,193▲ $158,762
Net Assets With Donor Restrictions$144,065$134,951▼ $9,114
Total Net Assets Fund Balance$2,072,496$2,222,144▲ $149,648
Total Liabilities and Net Assets / Fund Balance$7,448,796$7,901,863▲ $453,067

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,097,888$424,809$3,522,697
Land$1,450,000-$1,450,000
Equipment$60,398$251,093$311,491

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$80,429-▲ $3,510-$83,939
2018$72,849-▲ $7,580-$80,429
2017$68,991-▲ $3,858-$72,849
2016$65,340-▲ $3,651-$68,991
2015$62,621-▲ $6,719$-4,000$65,340
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marshall CarterHead of SchoolFT$166,715$19,155$185,870
Kathleen HansonAssistant Head of SchoolFT$105,445$5,371$110,816
Francis CashDirector of Finance & OpsFT$101,147$2,954$104,101
Liz CaffreyTrustee/teacherFT$75,558$2,499$78,057
Liz PerekrestsTrustee/teacherFT$59,478$14,930$74,408

Board Members and Trustees

NameTitle
MARY O'NEILLChair
Joanne OyerVice Chair
ALYSE D'AMICOTrustee
Angie GakidisTrustee
Anne DigiovanniTrustee
Catherine FazioTrustee
Ed LangTrustee
Ionica Brito-perkinsTrustee
Julia Yan Hui LiTrustee
Linda HoytTrustee
Margot PhelpsTrustee
Megan PoppTrustee
Robyn DollarTrustee
Sarah PatrickTrustee
Steven GilmanTrustee
Claire BigleyClerk
Tonya MayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$279,468
Program Service Revenue
$3,777,513
Investment Income
$7,882
Other Revenue
$39,694
All Other Contributions
$279,468
Change in Net Assets
$147,457

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
Other Non Cash Contri Table1$48,000Outstanding Balance
Securities Publicly Traded1$10,487Proceeds From Stock Sale
Total Noncash Contributions2$58,487-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,104,557
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-606,624
Total Revenue per Audited Statements
$3,497,933
Total Revenue per Form 990
$4,104,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,425,999
Other Expenses$922,286
Grants and Similar Amounts Paid$608,815
Total Fundraising Expense$136,023
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,266,499$369,819$111,658$1,747,976
Grants to Domestic Individuals$608,815--$608,815
Current Officers, Directors, Trustees, and Key Employees$228,557$141,283-$369,840
Payroll Taxes$128,071$43,731$9,675$181,477
All Other Expenses$62,516$79,739$14,690$156,945
Interest$113,070$12,563-$125,633
Depreciation Depletion$112,611$11,137-$123,748
Other Employee Benefits$97,424$14,174-$111,598
Occupancy$64,815$7,202-$72,017
Fees for Services Other$11,990$39,218-$51,208
Other Expenses$42,790$4,240-$42,790
Insurance$31,090$3,454-$34,544
Office Expenses$11,522$21,159-$32,681
Fees for Services Accounting-$18,500-$18,500
Fees for Services Legal-$17,189-$17,189
Pension Plan Contributions$15,108--$15,108
Fees for Services Management-$4,697-$4,697
Total Functional Expenses$3,032,972$788,105$136,023$3,957,100

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,957,100
Expenses per Audited Statements$3,348,285
Total Expenses per Audited Statements$3,348,285
Expenses Not Reported on Financial Statements$608,815
Other Expense Adjustments$608,815
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$41,978
Fundraising Direct Expenses$24,997
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Weekly Pizza Lunch$15,402$15,402$11,847$3,555
Total Events$41,978$41,978$24,997$16,981
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$70,000$0▼ $70,000
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 35% controlled entity
No
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 director's 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
2020-10-29
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
45
Volunteers
24

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, 2020, the school's endowment assets totaled $83,939, 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 $53,939 at june 30, 2020. 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 reported as an expense on form 990. -608,815.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid treated as a reduction of revenue on the financial statements 608,815.”

Raw XML AppendixShowing 400 of 701 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/OtherCompensationAmt182499
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1914930
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt202954
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt215371
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/PersonNm7JULIA YAN HUI LI
IRS990/Form990PartVIISectionAGrp/PersonNm8MARGOT PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBYN DOLLAR
IRS990/Form990PartVIISectionAGrp/PersonNm10IONICA BRITO-PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm11CATHERINE FAZIO
IRS990/Form990PartVIISectionAGrp/PersonNm12SARAH PATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm13LINDA HOYT
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVEN GILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15ANGIE GAKIDIS
IRS990/Form990PartVIISectionAGrp/PersonNm16ALYSE D'AMICO
IRS990/Form990PartVIISectionAGrp/PersonNm17ANNE DIGIOVANNI
IRS990/Form990PartVIISectionAGrp/PersonNm18LIZ CAFFREY
IRS990/Form990PartVIISectionAGrp/PersonNm19LIZ PEREKRESTS
IRS990/Form990PartVIISectionAGrp/PersonNm20FRANCIS CASH
IRS990/Form990PartVIISectionAGrp/PersonNm21KATHLEEN HANSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0179915
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/ReportableCompFromOrgAmt1875558
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1959478
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20101147
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21105445
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/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIR. OF FINANCE & OPS
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSISTANT HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt024997
IRS990/FundraisingGrossIncomeAmt041978
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0608815
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0608815
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0608815
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt04129554
IRS990/GrossRentsGrp/RealAmt014000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03454
IRS990/InsuranceGrp/ProgramServicesAmt031090
IRS990/InsuranceGrp/TotalAmt034544
IRS990/InterestGrp/ManagementAndGeneralAmt012563
IRS990/InterestGrp/ProgramServicesAmt0113070
IRS990/InterestGrp/TotalAmt0125633
IRS990/InvestmentIncomeGrp/ExclusionAmt07882
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07882
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0124343
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0129981
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0675902
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04721356
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04608286
IRS990/LandBldgEquipCostOrOtherBssAmt05284188
IRS990/LegalDomicileStateCd0MA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt070000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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/NetAssetsOrFundBalancesBOYAmt02072496
IRS990/NetAssetsOrFundBalancesEOYAmt02222144
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt016981
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt016981
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt014000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt014000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02191
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01928431
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02087193
IRS990/NoncashContributionsAmt048000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07202
IRS990/OccupancyGrp/ProgramServicesAmt064815
IRS990/OccupancyGrp/TotalAmt072017
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021159
IRS990/OfficeExpensesGrp/ProgramServicesAmt011522
IRS990/OfficeExpensesGrp/TotalAmt032681
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014174
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt097424
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0111598
IRS990/OtherExpensesGrp/Desc0FACULTY SUPPORT
IRS990/OtherExpensesGrp/Desc1STUDENT EXPENSES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04240
IRS990/OtherExpensesGrp/ProgramServicesAmt0102799
IRS990/OtherExpensesGrp/ProgramServicesAmt192433
IRS990/OtherExpensesGrp/ProgramServicesAmt242862
IRS990/OtherExpensesGrp/ProgramServicesAmt342790
IRS990/OtherExpensesGrp/TotalAmt0102799
IRS990/OtherExpensesGrp/TotalAmt192433
IRS990/OtherExpensesGrp/TotalAmt247102
IRS990/OtherExpensesGrp/TotalAmt342790
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER MISCELLANEOUS IN
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08713
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08713
IRS990/OtherRevenueTotalAmt08713
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0111658
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0369819
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01266499
IRS990/OtherSalariesAndWagesGrp/TotalAmt01747976
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09675
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt043731
IRS990/PayrollTaxesGrp/ProgramServicesAmt0128071
IRS990/PayrollTaxesGrp/TotalAmt0181477
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015108
IRS990/PensionPlanContributionsGrp/TotalAmt015108
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026501
IRS990/PrincipalOfficerNm0MARSHALL CARTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM AND OTHER FEES
IRS990/ProgramServiceRevenueGrp/Desc2SUMMER PROFESSIONAL ED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03645830
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1116472
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215211
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03645830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1116472
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215211
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0299797
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0517305
IRS990/PYInvestmentIncomeAmt08257
IRS990/PYOtherExpensesAmt0893625
IRS990/PYOtherRevenueAmt049803
IRS990/PYProgramServiceRevenueAmt03515104
IRS990/PYRevenuesLessExpensesAmt0118544
IRS990/PYSalariesCompEmpBnftPaidAmt02343487
IRS990/PYTotalExpensesAmt03754417
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03872961
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0147457

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,901,863
Liabilities
$5,679,719
Net assets
$2,222,144
Revenue
$4,104,557
Expenses
$3,957,100
Net income
$147,457
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