Civic Intelligence

Atrium School Inc.

990 • Fiscal year 2021 • EIN 04-2768241

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

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

0.62x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

1.04x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

62nd percentile

19%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$207,904

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

45th percentile

7.7%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

24%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$8,510,313

Up $608,450 (+7.7%) from 2020

Net Assets

Up

$3,233,022

Up $1,010,878 (+45%) from 2020

Liabilities

Down

$5,277,291

Down $402,428 (-7.1%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin62nd percentile

Revenue

Up

$5,094,374

Up $989,817 (+24%) from 2020

Expenses

Up

$4,103,764

Up $146,664 (+3.7%) from 2020

Net Income

Up

$990,610

Up $843,153 (+572%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2021

Assets$8,510,313
Liabilities$5,277,291
Net Assets$3,233,022
Open 2021 Filing

Operations Trend

Revenue Growth64th 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

2021

Revenue$5,094,374
Expenses$4,103,764
Net Income$990,610
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.1
Gross Receipts
$5,131,986
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$4,608,286$4,571,570▼ $36,716
Cash and Non-Interest-Bearing Accounts$2,443,156$2,789,318▲ $346,162
Savings and Temporary Cash Investments$688,854$832,842▲ $143,988
Investments in Publicly Traded Securities$129,981$153,475▲ $23,494
Pledges and Grants Receivable$0$123,331▲ $123,331
Prepaid Expenses and Deferred Charges$26,501$31,414▲ $4,913
Accounts Receivable$5,085$8,363▲ $3,278
Total Assets$7,901,863$8,510,313▲ $608,450
Liabilities
Tax Exempt Bond Liabilities$4,070,036$3,558,646▼ $511,390
Deferred Revenue$1,284,252$1,336,595▲ $52,343
Accounts Payable and Accrued Expenses$325,431$322,326▼ $3,105
Mortgage Notes Payable Secured by Investment Property$0$59,724▲ $59,724
Total Liabilities$5,679,719$5,277,291▼ $402,428
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,087,193$2,505,483▲ $418,290
Net Assets With Donor Restrictions$134,951$727,539▲ $592,588
Total Net Assets Fund Balance$2,222,144$3,233,022▲ $1,010,878
Total Liabilities and Net Assets / Fund Balance$7,901,863$8,510,313▲ $608,450

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,010,527$523,239$3,533,766
Land$1,450,000-$1,450,000
Equipment$111,043$279,472$390,515

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$83,939-▲ $22,559-$106,498
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
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marshall CarterHead of SchoolFT$184,164$23,740$207,904
Kathleen HansonAssistant Head of SchoolFT$117,197$5,471$122,668
Francis CashDirector of Finance & OpsFT$108,839$3,200$112,039
Liz CaffreyTrustee/teacherFT$84,874$2,626$87,500
Liz PerekrestsTrustee/teacherFT$68,768$14,904$83,672
Jaleesa AnselmTrustee-$32,816-$32,816

Board Members and Trustees

NameTitle
MARY O'NEILLChair of Board
Joanne OyerVice-chair of Board
ALYSE D'AMICOTrustee
Anne DigiovanniTrustee
Catherine FazioTrustee
Edson ElieTrustee
Julia Yan Hui LiTrustee
Linda HoytTrustee
Margot PhelpsTrustee
Megan PoppTrustee
Rebecca RogersTrustee
Sarah HugenbergerTrustee
Sarah PatrickTrustee
Steven GilmanTrustee
Claire BigleyClerk
Tonya MayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,308,454
Program Service Revenue
$3,782,248
Investment Income
$5,229
Other Revenue
$-1,557
All Other Contributions
$897,454
Change in Net Assets
$990,610

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$411,000Loan Proceeds That W
Securities Publicly Traded1$25,158Proceeds From Stock Sale
Total Noncash Contributions2$436,158-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,094,374
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-640,536
Total Revenue per Audited Statements
$4,453,838
Total Revenue per Form 990
$5,094,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,468,366
Other Expenses$970,848
Grants and Similar Amounts Paid$664,550
Total Fundraising Expense$156,860
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,303,824$373,010$118,442$1,795,276
Grants to Domestic Individuals$664,550--$664,550
Current Officers, Directors, Trustees, and Key Employees$219,040$164,279-$383,319
All Other Expenses$138,578$95,912$25,146$259,636
Payroll Taxes$135,974$47,394$10,777$194,145
Depreciation Depletion$115,396$11,413-$126,809
Interest$111,481$12,387-$123,868
Other Employee Benefits$70,404$4,159-$74,563
Occupancy$55,981$5,598$622$62,201
Other Expenses$54,097$5,412-$54,097
Fees for Services Other$20,102$25,602-$45,704
Office Expenses$11,194$19,140-$30,334
Insurance$24,025$2,669-$26,694
Pension Plan Contributions$15,277$3,913$1,873$21,063
Fees for Services Accounting-$18,000-$18,000
Fees for Services Legal-$14,472-$14,472
Fees for Services Management-$4,095-$4,095
Total Functional Expenses$3,139,449$807,455$156,860$4,103,764

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,103,764
Expenses per Audited Statements$3,442,960
Total Expenses per Audited Statements$3,442,960
Expenses Not Reported on Financial Statements$660,804
Other Expense Adjustments$660,804
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 Direct Expenses$37,612
Fundraising Gross Income$33,866
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Weekly Pizza Lunch$23,447$23,447$20,295$3,152
Total Events$33,866$33,866$37,612$-3,746
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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-$641,035$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 2

“Two of the trustees are sisters-in-law.”

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
2021-10-25
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
40
Volunteers
34

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, 2021, the school's endowment assets totaled $106,498, 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 $76,498 at june 30, 2021. 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. -664,550. Direct fundrasing expenses netted with revenue 3,746.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid treated as a reduction of revenue on the financial statements 664,550. Direct fundrasing expenses netted with revenue -3,746.”

Raw XML AppendixShowing 400 of 693 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0325431
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0322326
IRS990/AccountsReceivableGrp/BOYAmt05085
IRS990/AccountsReceivableGrp/EOYAmt08363
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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/AllOtherContributionsAmt0897454
IRS990/AllOtherExpensesGrp/FundraisingAmt025146
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt095912
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0138578
IRS990/AllOtherExpensesGrp/TotalAmt0259636
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FRANCIS CASH
IRS990/BooksInCareOfDetail/PhoneNum06179234156
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt069 GROVE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WATERTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002472
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02443156
IRS990/CashNonInterestBearingGrp/EOYAmt02789318
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0164279
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0219040
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0383319
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01308454
IRS990/CYGrantsAndSimilarPaidAmt0664550
IRS990/CYInvestmentIncomeAmt05229
IRS990/CYOtherExpensesAmt0970848
IRS990/CYOtherRevenueAmt0-1557
IRS990/CYProgramServiceRevenueAmt03782248
IRS990/CYRevenuesLessExpensesAmt0990610
IRS990/CYSalariesCompEmpBnftPaidAmt02468366
IRS990/CYTotalExpensesAmt04103764
IRS990/CYTotalFundraisingExpenseAmt0156860
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05094374
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt01284252
IRS990/DeferredRevenueGrp/EOYAmt01336595
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011413
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0115396
IRS990/DepreciationDepletionGrp/TotalAmt0126809
IRS990/Desc0INSTRUCTION AND EDUCATION: PROVIDING FORMAL EDUCATION TO 122 STUDENTS FROM PRE-KINDERGARTEN TO GRADE 8 IN A CO-EDUCATIONAL SETTING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0134951
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0727539
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt040
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt03139449
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018000
IRS990/FeesForServicesAccountingGrp/TotalAmt018000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt014472
IRS990/FeesForServicesLegalGrp/TotalAmt014472
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt04095
IRS990/FeesForServicesManagementGrp/TotalAmt04095
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt025602
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt020102
IRS990/FeesForServicesOtherGrp/TotalAmt045704
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt173.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt182626
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1914904
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt203200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt215471
IRS990/Form990PartVIISectionAGrp/PersonNm0MARSHALL CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm1JALEESA ANSELM
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/PersonNm9SARAH HUGENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm10REBECCA ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm11CATHERINE FAZIO
IRS990/Form990PartVIISectionAGrp/PersonNm12SARAH PATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm13LINDA HOYT
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVEN GILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15EDSON ELIE
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/ReportableCompFromOrgAmt0202644
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt132816
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/ReportableCompFromOrgAmt1884874
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1968768
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20108839
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21117197
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 OF BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-CHAIR OF BOARD
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/FundraisingDirectExpensesAmt037612
IRS990/FundraisingGrossIncomeAmt033866
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt0411000
IRS990/GrantAmt0664550
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0664550
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0664550
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt05131986
IRS990/GrossRentsGrp/RealAmt0120
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02669
IRS990/InsuranceGrp/ProgramServicesAmt024025
IRS990/InsuranceGrp/TotalAmt026694
IRS990/InterestGrp/ManagementAndGeneralAmt012387
IRS990/InterestGrp/ProgramServicesAmt0111481
IRS990/InterestGrp/TotalAmt0123868
IRS990/InvestmentIncomeGrp/ExclusionAmt05229
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05229
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0129981
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0153475
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0802711
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04608286
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04571570
IRS990/LandBldgEquipCostOrOtherBssAmt05374281
IRS990/LegalDomicileStateCd0MA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
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/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt059724
IRS990/NetAssetsOrFundBalancesBOYAmt02222144
IRS990/NetAssetsOrFundBalancesEOYAmt03233022
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3746
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3746
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0120
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0120
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020268
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02087193
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02505483
IRS990/NoncashContributionsAmt0411000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0622
IRS990/OccupancyGrp/ManagementAndGeneralAmt05598
IRS990/OccupancyGrp/ProgramServicesAmt055981
IRS990/OccupancyGrp/TotalAmt062201
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019140
IRS990/OfficeExpensesGrp/ProgramServicesAmt011194
IRS990/OfficeExpensesGrp/TotalAmt030334
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04159
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt070404
IRS990/OtherEmployeeBenefitsGrp/TotalAmt074563
IRS990/OtherExpensesGrp/Desc0COVID CONTINGENCY
IRS990/OtherExpensesGrp/Desc1STUDENT EXPENSES
IRS990/OtherExpensesGrp/Desc2FACULTY SUPPORT
IRS990/OtherExpensesGrp/Desc3DEI INITIATIVE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05412
IRS990/OtherExpensesGrp/ProgramServicesAmt084534
IRS990/OtherExpensesGrp/ProgramServicesAmt157879
IRS990/OtherExpensesGrp/ProgramServicesAmt257113
IRS990/OtherExpensesGrp/ProgramServicesAmt354097
IRS990/OtherExpensesGrp/TotalAmt089946
IRS990/OtherExpensesGrp/TotalAmt157879
IRS990/OtherExpensesGrp/TotalAmt257113
IRS990/OtherExpensesGrp/TotalAmt354097
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER MISCELLANEOUS IN
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02069
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02069
IRS990/OtherRevenueTotalAmt02069
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0118442
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0373010
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01303824
IRS990/OtherSalariesAndWagesGrp/TotalAmt01795276
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010777
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt047394
IRS990/PayrollTaxesGrp/ProgramServicesAmt0135974
IRS990/PayrollTaxesGrp/TotalAmt0194145
IRS990/PensionPlanContributionsGrp/FundraisingAmt01873
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03913
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015277
IRS990/PensionPlanContributionsGrp/TotalAmt021063
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0123331
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026501
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031414
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/RelatedOrExemptFuncIncomeAmt03688020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt182190
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03688020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt182190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212038
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0279468
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0608815
IRS990/PYInvestmentIncomeAmt07882
IRS990/PYOtherExpensesAmt0922286
IRS990/PYOtherRevenueAmt039694
IRS990/PYProgramServiceRevenueAmt03777513
IRS990/PYRevenuesLessExpensesAmt0147457
IRS990/PYSalariesCompEmpBnftPaidAmt02425999
IRS990/PYTotalExpensesAmt03957100
IRS990/PYTotalProfFndrsngExpnsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,510,313
Liabilities
$5,277,291
Net assets
$3,233,022
Revenue
$5,094,374
Expenses
$4,103,764
Net income
$990,610
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