Civic Intelligence

Atrium School Inc.

990 • Fiscal year 2022 • EIN 04-2768241

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

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

0.61x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

1.14x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

40th percentile

2.5%

Higher net margin than 40% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$228,265

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$8,524,556

Up $14,243 (+0.2%) from 2021

Net Assets

Up

$3,328,671

Up $95,649 (+3.0%) from 2021

Liabilities

Down

$5,195,885

Down $81,406 (-1.5%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin40th percentile

Revenue

Down

$4,548,421

Down $545,953 (-11%) from 2021

Expenses

Up

$4,432,952

Up $329,188 (+8.0%) from 2021

Net Income

Down

$115,469

Down $875,141 (-88%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2022

Assets$8,524,556
Liabilities$5,195,885
Net Assets$3,328,671
Open 2022 Filing

Operations Trend

Revenue Growth26th 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

2022

Revenue$4,548,421
Expenses$4,432,952
Net Income$115,469
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$4,570,819
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,571,570$4,471,929▼ $99,641
Cash and Non-Interest-Bearing Accounts$2,789,318$3,009,913▲ $220,595
Savings and Temporary Cash Investments$832,842$833,168▲ $326
Investments in Publicly Traded Securities$153,475$137,198▼ $16,277
Pledges and Grants Receivable$123,331$53,333▼ $69,998
Prepaid Expenses and Deferred Charges$31,414$18,781▼ $12,633
Accounts Receivable$8,363$234▼ $8,129
Total Assets$8,510,313$8,524,556▲ $14,243
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,558,646$3,453,146▼ $105,500
Deferred Revenue$1,336,595$1,341,805▲ $5,210
Accounts Payable and Accrued Expenses$322,326$354,291▲ $31,965
Other Liabilities$59,724$46,643▼ $13,081
Total Liabilities$5,277,291$5,195,885▼ $81,406
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,505,483$2,595,017▲ $89,534
Net Assets With Donor Restrictions$727,539$733,654▲ $6,115
Total Net Assets Fund Balance$3,233,022$3,328,671▲ $95,649
Total Liabilities and Net Assets / Fund Balance$8,510,313$8,524,556▲ $14,243

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,791,667$558,333$3,350,000
Land$1,450,000-$1,450,000
Equipment$62,816$144,302$207,118
Leasehold Improvements$135,066$68,300$203,366
Other Land Buildings$32,380$158,217$190,597

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$106,498$20,000▼ $15,934-$110,564
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
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marshall CarterHead of SchoolFT$203,544$24,721$228,265
Francis CashDirector of Finance and OpsFT$108,860$2,882$111,742
Mia BullockTrustee/teacherFT-$5,157$5,157
Liz CaffreyTrustee/teacherFT-$2,237$2,237

Board Members and Trustees

NameTitle
ALYSE D'AMICOChair
Megan PoppVice Chair
Amanda YipTrustee
Anne DigiovanniTrustee
Edson ElieTrustee
Erin GravesTrustee
Jaleesa AnselmTrustee
Julia LiTrustee
MARY O'NEILLTrustee
Margot PhelpsTrustee
Priscilla Wiltshire-blandTrustee
Rebecca RogersTrustee
Sarah HugenbergerTrustee
Steven GilmanTrustee
Clair BigleyClerk
Tonya MayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$348,158
Program Service Revenue
$4,188,729
Investment Income
$3,892
Other Revenue
$7,642
All Other Contributions
$348,158
Change in Net Assets
$115,469

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,548,421
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-639,965
Total Revenue per Audited Statements
$3,908,456
Total Revenue per Form 990
$4,548,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,779,396
Other Expenses$1,011,013
Grants and Similar Amounts Paid$642,543
Total Fundraising Expense$147,409
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,750,884$527,664$119,924$2,398,472
Grants to Domestic Individuals$642,543--$642,543
Payroll Taxes$142,456$42,932$9,757$195,145
Other Employee Benefits$135,619$40,871$9,289$185,779
Occupancy$157,564$15,756$1,751$175,071
Interest$125,294$13,922-$139,216
Depreciation Depletion$115,061$11,380-$126,441
All Other Expenses$87,249$11,935-$99,184
Advertising-$46,960-$46,960
Office Expenses$19,745$24,233$898$44,876
Other Expenses$40,974$53,615$0$40,974
Insurance$30,980$3,442-$34,422
Fees for Services Management$24,763$4,388$2,194$31,345
Fees for Services Accounting$18,960$3,360$1,680$24,000
Fees for Services Other$14,498$2,569$1,285$18,352
Fees for Services Legal$7,125$1,263$631$9,019
Total Functional Expenses$3,474,245$811,298$147,409$4,432,952

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,432,952
Expenses per Audited Statements$3,812,807
Total Expenses per Audited Statements$3,812,807
Expenses Not Reported on Financial Statements$620,145
Other Expense Adjustments$620,145
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$28,040
Fundraising Direct Expenses$22,398
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pta Fundraiser$27,235$27,235$22,398$4,837
Middle School Fundrasing$805$805-$805
Total Events$28,040$28,040$22,398$5,642
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$46,643

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
Backup withholding compliance
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
2022-11-15
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
46
Volunteers
0

Preparer

Firm
Stone & Company LLC
Address
57 BEDFORD ST STE 225, LEXINGTON, MA 02420-4443
Preparer
Davis Nguyen
Phone
7818636300
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Financial aid reported as an expense on form 990. Direct fundrasing expenses netted with revenue”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid treated as a reduction of revenue on the financial statements direct fundrasing expenses netted with revenue”

PART V, LINE 4:

“At june 30, 2022, the school's endowment assets totaled $110,564, 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 $60,564 at june 30, 2022. 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. -642,543. Direct fundrasing expenses netted with revenue 22,398. Total to schedule d, part xi, line 2d -620,145.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid treated as a reduction of revenue on the financial statements 642,543. Direct fundrasing expenses netted with revenue -22,398. Total to schedule d, part xii, line 4b 620,145.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt192882
IRS990/Form990PartVIISectionAGrp/PersonNm0MARSHALL CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm1ALYSE D'AMICO
IRS990/Form990PartVIISectionAGrp/PersonNm2MEGAN POPP
IRS990/Form990PartVIISectionAGrp/PersonNm3TONYA MAY
IRS990/Form990PartVIISectionAGrp/PersonNm4CLAIR BIGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JALEESA ANSELM
IRS990/Form990PartVIISectionAGrp/PersonNm6PRISCILLA WILTSHIRE-BLAND
IRS990/Form990PartVIISectionAGrp/PersonNm7MIA BULLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm8LIZ CAFFREY
IRS990/Form990PartVIISectionAGrp/PersonNm9ANNE DIGIOVANNI
IRS990/Form990PartVIISectionAGrp/PersonNm10EDSON ELIE
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVEN GILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12ERIN GRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm13SARAH HUGENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm14JULIA LI
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm16MARGOT PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm17REBECCA ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm18AMANDA YIP
IRS990/Form990PartVIISectionAGrp/PersonNm19FRANCIS CASH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0222578
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/ReportableCompFromOrgAmt19108860
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/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE/TEACHER
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
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIR OF FINANCE AND OPS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt022398
IRS990/FundraisingGrossIncomeAmt028040
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0642543
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0642543
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0642543
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt04570819
IRS990/GrossRentsGrp/RealAmt02000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03442
IRS990/InsuranceGrp/ProgramServicesAmt030980
IRS990/InsuranceGrp/TotalAmt034422
IRS990/InterestGrp/ManagementAndGeneralAmt013922
IRS990/InterestGrp/ProgramServicesAmt0125294
IRS990/InterestGrp/TotalAmt0139216
IRS990/InvestmentIncomeGrp/ExclusionAmt03892
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03892
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0153475
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0137198
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0929152
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04571570
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04471929
IRS990/LandBldgEquipCostOrOtherBssAmt05401081
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 STUDENTS'S INTELLECTUAL GROWTH. CURRENTLY SERVING CHILDREN IN GRADES PRE-KINDERGARTEN THROUGH EIGHTH GRADE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03558646
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03453146
IRS990/NetAssetsOrFundBalancesBOYAmt03233022
IRS990/NetAssetsOrFundBalancesEOYAmt03328671
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05642
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05642
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-19820
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02505483
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02595017
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01751
IRS990/OccupancyGrp/ManagementAndGeneralAmt015756
IRS990/OccupancyGrp/ProgramServicesAmt0157564
IRS990/OccupancyGrp/TotalAmt0175071
IRS990/OfficeExpensesGrp/FundraisingAmt0898
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024233
IRS990/OfficeExpensesGrp/ProgramServicesAmt019745
IRS990/OfficeExpensesGrp/TotalAmt044876
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09289
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040871
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0135619
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0185779
IRS990/OtherExpensesGrp/Desc0SUPPLIES AND EQUIPMENT
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2ADVANCEMENT
IRS990/OtherExpensesGrp/Desc3BAD DEBTS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07008
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt153615
IRS990/OtherExpensesGrp/ProgramServicesAmt0113634
IRS990/OtherExpensesGrp/ProgramServicesAmt146896
IRS990/OtherExpensesGrp/ProgramServicesAmt240974
IRS990/OtherExpensesGrp/TotalAmt0113634
IRS990/OtherExpensesGrp/TotalAmt153904
IRS990/OtherExpensesGrp/TotalAmt253615
IRS990/OtherExpensesGrp/TotalAmt340974
IRS990/OtherLiabilitiesGrp/BOYAmt059724
IRS990/OtherLiabilitiesGrp/EOYAmt046643
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0119924
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0527664
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01750884
IRS990/OtherSalariesAndWagesGrp/TotalAmt02398472
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09757
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt042932
IRS990/PayrollTaxesGrp/ProgramServicesAmt0142456
IRS990/PayrollTaxesGrp/TotalAmt0195145
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0123331
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt053333
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031414
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018781
IRS990/PrincipalOfficerNm0MARSHALL CARTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1ENRICHMENT PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3SUMMER PROFESSIONAL ED
IRS990/ProgramServiceRevenueGrp/Desc4ADMISSION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04001620
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1166725
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210632
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35039
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt44713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04001620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1166725
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210632
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44713
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01308454
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0664550
IRS990/PYInvestmentIncomeAmt05229
IRS990/PYOtherExpensesAmt0970848
IRS990/PYOtherRevenueAmt0-1557
IRS990/PYProgramServiceRevenueAmt03782248
IRS990/PYRevenuesLessExpensesAmt0990610
IRS990/PYSalariesCompEmpBnftPaidAmt02468366
IRS990/PYTotalExpensesAmt04103764
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05094374
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0115469
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,524,556
Liabilities
$5,195,885
Net assets
$3,328,671
Revenue
$4,548,421
Expenses
$4,432,952
Net income
$115,469
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $5M-$10M nonprofits