Civic Intelligence

Atrium School Inc.

990 • Fiscal year 2024 • EIN 04-2768241

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 12, 2025

Organization ProfileWWW.ATRIUM.ORG

View Organization Page

69 Grove StreetWatertown, MA 02472

(617) 923-4156

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$8,559,661

Down $92,287 (-1.1%) from 2023

Net Assets

Up

$3,852,693

Up $184,763 (+5.0%) from 2023

Liabilities

Down

$4,706,968

Down $277,050 (-5.6%) from 2023

Revenue And Expenses

Revenue

Up

$5,044,114

Up $24,736 (+0.5%) from 2023

Expenses

Up

$5,012,153

Up $281,318 (+5.9%) from 2023

Net Income

Down

$31,961

Down $256,582 (-89%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$8,559,661
Liabilities$4,706,968
Net Assets$3,852,693
Open 2024 Filing

Operations Trend

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

2024

Revenue$5,044,114
Expenses$5,012,153
Net Income$31,961
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 12, 2025
Return Version
2023v6.0
Gross Receipts
$5,088,893
Mission and Program Overview

Mission

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.

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$4,401,823$4,368,451▼ $33,372
Cash and Non-Interest-Bearing Accounts$2,595,109$2,078,920▼ $516,189
Investments in Publicly Traded Securities$1,352,812$1,671,285▲ $318,473
Pledges and Grants Receivable$231,608$363,985▲ $132,377
Intangible Assets$51,149$32,281▼ $18,868
Prepaid Expenses and Deferred Charges$12,952$31,881▲ $18,929
Accounts Receivable$6,495$12,858▲ $6,363
Total Assets$8,651,948$8,559,661▼ $92,287
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,345,934$3,235,494▼ $110,440
Deferred Revenue$1,287,357$1,166,717▼ $120,640
Accounts Payable and Accrued Expenses$298,808$271,498▼ $27,310
Other Liabilities$51,919$33,259▼ $18,660
Total Liabilities$4,984,018$4,706,968▼ $277,050
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,651,829$2,708,092▲ $56,263
Net Assets With Donor Restrictions$1,016,101$1,144,601▲ $128,500
Total Net Assets Fund Balance$3,667,930$3,852,693▲ $184,763
Total Liabilities and Net Assets / Fund Balance$8,651,948$8,559,661▼ $92,287

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,579,762$718,950$3,298,712
Land$1,450,000-$1,450,000
Other Land Buildings$130,310$182,803$313,113
Leasehold Improvements$206,216$98,994$305,210
Equipment$2,163$124,739$126,902

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$722,607$153,196▲ $152,832-$1,027,841
2022$110,564$560,000▲ $52,043-$722,607
2021$106,498$20,000▼ $15,934-$110,564
2020$83,939-▲ $22,559-$106,498
2019$80,429-▲ $3,510-$83,939
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marshall CarterHead of SchoolFT$225,874$6,203$232,077
Kathy HansonDirector of Learning and InstructionPT$100,745$9,798$110,543
Laura PageTrustee/teacherFT$78,374$7,051$85,425
Mia BullockTrustee/teacherFT$51,350$6,479$57,829

Board Members and Trustees

NameTitle
ALYSE D'AMICOChair
Megan PoppVice Chair
Amanda YipTrustee
Andy BerkheimerTrustee
Cash GaoTrustee
Claire BigleyTrustee
Edson ElieTrustee
Erin GravesTrustee
Jennifer WonTrustee
MARY O'NEILTrustee
Michele Carpenter-streetmanTrustee
Renee ChanTrustee
Scott FurlongTrustee
Thomas Davila-witkowskiTrustee
Zakkiyya WitherspoonTrustee
Margot PhelpsClerk
Chris KelliherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$607,745
Program Service Revenue
$4,316,471
Investment Income
$101,153
Other Revenue
$18,745
All Other Contributions
$607,745
Change in Net Assets
$31,961

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,044,114
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-565,319
Total Revenue per Audited Statements
$4,478,795
Total Revenue per Form 990
$5,044,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,044,865
Other Expenses$1,204,388
Grants and Similar Amounts Paid$762,900
Total Fundraising Expense$198,416
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,682,492$456,330-$2,138,822
Grants to Domestic Individuals$762,900--$762,900
Current Officers, Directors, Trustees, and Key Employees$205,056$163,743$110,437$479,236
Payroll Taxes$330,769$77,212$18,826$426,807
Occupancy$165,962$17,312$606$183,880
Depreciation Depletion$120,508$12,126-$132,634
Interest$105,784$11,754-$117,538
Advertising-$73,112-$73,112
Office Expenses$15,340$48,539$1,801$65,680
Insurance$43,762$4,863-$48,625
Fees for Services Accounting-$41,749-$41,749
All Other Expenses$20,381$17,921-$38,302
Fees for Services Management-$31,877-$31,877
Other Expenses$188,688$29,871$20,000$20,000
Fees for Services Legal-$8,030-$8,030
Total Functional Expenses$3,819,298$994,439$198,416$5,012,153

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,012,153
Expenses per Audited Statements$4,294,032
Total Expenses per Audited Statements$4,294,032
Expenses Not Reported on Financial Statements$718,121
Other Expense Adjustments$718,121
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$63,524
Fundraising Direct Expenses$44,779
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pta Fundraiser$61,770$61,770$44,779$16,991
Middle School Fundrasing$1,754$1,754-$1,754
Total Events$63,524$63,524$44,779$18,745
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$33,259

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2016-03-01$4,320,000BUILDING PURCHASE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,320,000-$1,084,506$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
Yes
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 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
Chris Kelliher
Title
Treasurer
Phone
6179234156
Signed
2025-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Kelliher
Formed
1982
Legal Domicile
Ma
Voting Board Members
20
Independent Board Members
17
Employees
53
Volunteers
4

Preparer

Firm
Stone & Company LLC
Address
57 BEDFORD ST STE 225, LEXINGTON, MA 02420
Preparer
Diane West CPA
Phone
7818636300
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

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

PART XI, LINE 2D - OTHER ADJUSTMENTS:

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

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“At june 30, 2024, the school's endowment assets totaled $393,980. Of this, $30,000 is donor restricted to be maintained in perpetuity with investment earnings (interest & dividend income and unrealized gains/losses) on those assets totaling $78,353 at june 30, 2024 which may be appropriated for the enrichment and/or development of the school's mathematics program. Another $233,196 is donor restricted to be maintained in perpetuity in conjunction with the board-designated endowment which was established to provide investment returns for use in general operating support, program support for curriculum enrichment and professional development, to provide flexibility to respond to future opportunities in the areas of program expansion or capital purchases, and to provide emergency reserve funds. The distribution rule as set by the board of trustees is 3% of a 5 year rolling average asset value, and is contingent upon reaching a minimum total corpus of $2,000,000. Investment earnings (interest & dividend income and unrealized gains/losses) on those donor-restricted assets totaling $52,431 at june 30, 2024.”

Raw XML AppendixShowing 400 of 666 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/BOYAmt0298808
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0271498
IRS990/AccountsReceivableGrp/BOYAmt06495
IRS990/AccountsReceivableGrp/EOYAmt012858
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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/AdvertisingGrp/ManagementAndGeneralAmt073112
IRS990/AdvertisingGrp/TotalAmt073112
IRS990/AllOtherContributionsAmt0607745
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt017921
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020381
IRS990/AllOtherExpensesGrp/TotalAmt038302
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TONYA MAY
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/BOYAmt02595109
IRS990/CashNonInterestBearingGrp/EOYAmt02078920
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0110437
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0163743
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0205056
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0479236
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0607745
IRS990/CYGrantsAndSimilarPaidAmt0762900
IRS990/CYInvestmentIncomeAmt0101153
IRS990/CYOtherExpensesAmt01204388
IRS990/CYOtherRevenueAmt018745
IRS990/CYProgramServiceRevenueAmt04316471
IRS990/CYRevenuesLessExpensesAmt031961
IRS990/CYSalariesCompEmpBnftPaidAmt03044865
IRS990/CYTotalExpensesAmt05012153
IRS990/CYTotalFundraisingExpenseAmt0198416
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05044114
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01287357
IRS990/DeferredRevenueGrp/EOYAmt01166717
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt012126
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0120508
IRS990/DepreciationDepletionGrp/TotalAmt0132634
IRS990/Desc0INSTRUCTION AND EDUCATION: PROVIDING FORMAL EDUCATION TO 119 STUDENTS FROM PRE-KINDERGARTEN TO GRADE EIGHT IN A CO-EDUCATIONAL SETTING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01016101
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01144601
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt053
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt03819298
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt041749
IRS990/FeesForServicesAccountingGrp/TotalAmt041749
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08030
IRS990/FeesForServicesLegalGrp/TotalAmt08030
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt031877
IRS990/FeesForServicesManagementGrp/TotalAmt031877
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2032.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/OtherCompensationAmt06203
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt76479
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt87051
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/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt209798
IRS990/Form990PartVIISectionAGrp/PersonNm0MARSHALL CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm1ALYSE D'AMICO
IRS990/Form990PartVIISectionAGrp/PersonNm2MEGAN POPP
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS KELLIHER
IRS990/Form990PartVIISectionAGrp/PersonNm4MARGOT PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDY BERKHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm6CLAIRE BIGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7MIA BULLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm8LAURA PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm9EDSON ELIE
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT FURLONG
IRS990/Form990PartVIISectionAGrp/PersonNm11CASH GAO
IRS990/Form990PartVIISectionAGrp/PersonNm12ERIN GRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHELE CARPENTER-STREETMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14RENEE CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS DAVILA-WITKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm16MARY O'NEIL
IRS990/Form990PartVIISectionAGrp/PersonNm17ZAKKIYYA WITHERSPOON
IRS990/Form990PartVIISectionAGrp/PersonNm18JENNIFER WON
IRS990/Form990PartVIISectionAGrp/PersonNm19AMANDA YIP
IRS990/Form990PartVIISectionAGrp/PersonNm20KATHY HANSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0225874
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt751350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt878374
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20100745
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/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/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF LEARNING AND INSTRUCTION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt044779
IRS990/FundraisingGrossIncomeAmt063524
IRS990/GainOrLossGrp/SecuritiesAmt052
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0762900
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0762900
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0762900
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt052
IRS990/GrossReceiptsAmt05088893
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04863
IRS990/InsuranceGrp/ProgramServicesAmt043762
IRS990/InsuranceGrp/TotalAmt048625
IRS990/IntangibleAssetsGrp/BOYAmt051149
IRS990/IntangibleAssetsGrp/EOYAmt032281
IRS990/InterestGrp/ManagementAndGeneralAmt011754
IRS990/InterestGrp/ProgramServicesAmt0105784
IRS990/InterestGrp/TotalAmt0117538
IRS990/InvestmentIncomeGrp/ExclusionAmt0101101
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101101
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01352812
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01671285
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01125486
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04401823
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04368451
IRS990/LandBldgEquipCostOrOtherBssAmt05493937
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/BOYAmt03345934
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03235494
IRS990/NetAssetsOrFundBalancesBOYAmt03667930
IRS990/NetAssetsOrFundBalancesEOYAmt03852693
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt052
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt052
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt018745
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018745
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0152802
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02651829
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02708092
IRS990/NoncashContributionsAmt07123
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0606
IRS990/OccupancyGrp/ManagementAndGeneralAmt017312
IRS990/OccupancyGrp/ProgramServicesAmt0165962
IRS990/OccupancyGrp/TotalAmt0183880
IRS990/OfficeExpensesGrp/FundraisingAmt01801
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048539
IRS990/OfficeExpensesGrp/ProgramServicesAmt015340
IRS990/OfficeExpensesGrp/TotalAmt065680
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FACULTY SUPPORT
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2ADVANCEMENT
IRS990/OtherExpensesGrp/Desc3BAD DEBTS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt046746
IRS990/OtherExpensesGrp/FundraisingAmt120000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029871
IRS990/OtherExpensesGrp/ProgramServicesAmt0177656
IRS990/OtherExpensesGrp/ProgramServicesAmt1188688
IRS990/OtherExpensesGrp/TotalAmt0207527
IRS990/OtherExpensesGrp/TotalAmt1188688
IRS990/OtherExpensesGrp/TotalAmt246746
IRS990/OtherExpensesGrp/TotalAmt320000
IRS990/OtherLiabilitiesGrp/BOYAmt051919
IRS990/OtherLiabilitiesGrp/EOYAmt033259
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0456330
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01682492
IRS990/OtherSalariesAndWagesGrp/TotalAmt02138822
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018826
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt077212
IRS990/PayrollTaxesGrp/ProgramServicesAmt0330769
IRS990/PayrollTaxesGrp/TotalAmt0426807
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0231608
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0363985
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012952
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031881
IRS990/PrincipalOfficerNm0CHRIS KELLIHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1ENRICHMENT PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04105294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1181249
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt229928
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04105294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1181249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt229928
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0735293
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0676862
IRS990/PYInvestmentIncomeAmt024216
IRS990/PYOtherExpensesAmt01061474
IRS990/PYOtherRevenueAmt05589
IRS990/PYProgramServiceRevenueAmt04254280
IRS990/PYRevenuesLessExpensesAmt0288543
IRS990/PYSalariesCompEmpBnftPaidAmt02992499
IRS990/PYTotalExpensesAmt04730835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05019378
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt031961
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04318225
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,559,661
Liabilities
$4,706,968
Net assets
$3,852,693
Revenue
$5,044,114
Expenses
$5,012,153
Net income
$31,961
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