2025-05-15T12:09:54-05:00 2024-06-30 992277914 EAG NEW ENGLAND LLC 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2023-07-01 320303877 ACERA SCHOOL INC ACER 7817293489 5 LOWELL AVE WINCHESTER MA 01890 COURTNEY DICKINSON PRESIDENT 7817293489 2025-05-15 1 0 EUGENE BORGONZI P01269879 6172276161 2025-05-14 2023 2025-03-06 01:10:19Z COURTNEY DICKINSON 5 LOWELL AVE WINCHESTER MA 01890 6064420 0 X HTTP://ACERASCHOOL.ORG X 2010 MA ACERA SCHOOLS, INC. (THE "SCHOOL") PROVIDES EDUCATIONAL PROGRAMS FOR GIFTED AND TALENTED STUDENTS K THROUGH 9TH GRADE. THE SCHOOL PROVIDES STUDENTS WITH UNBOUNDED ACCESS TO LEARNING, OFFERING ACCELERATED STUDENTS OPPORTUNITIES ACCORDING TO THEIR ABILITY NOT AGE. THE COMMUNITY OF THE SCHOOL LEARNS, DISCOVERS, AND EXPLORES AT A PACE APPROPRIATE TO EACH CHILD'S UNIQUE MOTIVATION AND POTENTIAL. THE SCHOOL FOCUSES ON DEVELOPING THE WHOLE CHILD, THROUGH PATHWAYS OF SCIENCE, CREATIVITY, AND LEADERSHIP. BY FOSTERING THE CHARACTER, KNOWLEDGE, AND TALENTS OF HIGH ABILITY STUDENTS, THE SCHOOL ACTIVATES THINKERS AND INNOVATORS CAPABLE OF LEADING POSITIVE CHANGE. 7 5 93 0 0 0 457161 447371 5807021 5379075 110402 211648 25640 26326 6400224 6064420 373317 397600 0 0 4861550 4575608 0 0 180460 1273284 1188345 6508151 6161553 -107927 -97133 12322694 12201924 5485356 5467827 6837338 6734097 ACERA'S MISSION, ACROSS ITS CORE SCHOOL, ENRICHMENT PROGRAMS & COLLABORATIONS, IS TO DEVELOP THE NEXT GENERATION OF INNOVATORS, LEADERS AND CREATIVE THINKERS WHO CAN MAKE A POSITIVE IMPACT IN THE WORLD. 0 0 4481717 397600 5342440 DEVELOP THE NEXT GENERATION SCIENTISTS, INNOVATORS, AND LEADERSSAFEGUARD THE SPIRIT AND INNATE CURIOSITY OF EACH CHILD-FOCUS ON INQUIRY, CREATIVITY, AND COMPLEX THINKING-EMPHASIZE STEM LEARNING AREAS, DEVELOPING NATIVE CAPACITY-CREATE EDUCATIONAL PARTNERSHIPS WITH UNIVERSITIES AND ACADEMIC INSTITUTES. FOSTER INSPIRATION AND EDUCATION IN EMERGING FIELDS-ENABLE STUDENT'S TO PURSUE THEIR PASSIONS AND TALENTS. PROVIDE A RUNWAY FOR LEARNING SO THAT STUDENTS CAN FULFILL THEIR POTENTIAL.- LEVERAGE OUR LAB SCHOOL PROGRAM AS A MODEL TO SPAWN INNOVATION IN EDUCATION.- DEVELOP CITIZENS WHO HAVE A SENSE OF RESPONSIBILTY TO MAKE A POSITIVE IMPACT IN OUR WORLD. 267123 0 36635 ACERA EI IS THE OUTREACH DIVISION PROGRAM OF ACERA SCHOOL, INC. THE PROGRAM COLLABORATES WITH PUBLIC SCHOOL DISTRICTS TO CUSTOMIZE CURRICULUMS THAT BEST FIT INTO THEIR UNIQUE SCHOOL SETTINGS IN EFFORTS TO CATALYZE CHANGE. 4748840 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 1 0 MA X CAROL FALLON 7817293489 5 LOWELL AVE WINCHESTER MA 01890 COURTNEY DICKINSON PRESIDENT/EXEC.DIRECTOR/DIRECTOR 40.00 X X 35769 0 0 RICHARD MORELLO DIRECTOR 0.50 X 0 0 0 DAVID GRAYZEL DIRECTOR 2.00 X 0 0 0 SARAH HOLLY WHITTEMORE CHAIR/TREASURER/DIRECTOR 2.00 X X 0 0 0 JANE MOULDING DIRECTOR 0.50 X 0 0 0 RICHARD COLVIN DIRECTOR 0.50 X 0 0 0 DIANE ROSENBERG DIRECTOR 0.50 X 0 0 0 CAROLLEE FALLON DIR. OF FINANCE & HR 40.00 X 70133 0 20281 CHRISTOPHER RAMSEY DIR. OF DEVELOPMENT & PARENT ENGAGEMENT 40.00 X 134474 0 23840 SARAH ZUCKERMAN DIRECTOR OF EDUCATION & INNOVATION 40.00 X 135747 0 30063 GEORGE PAPAYANNIS DIRECTOR OF UPPER SCHOOL 40.00 X 105237 0 29422 481360 0 103606 3 0 1 0 LAVALLEE BRENSINGER ARCHITECTS 99 BEDFORD STREET BOSTON MA 02111 ARCHITECTAL SERVICES 357000 MAGGIORE CONSTRUCTION CORPORATION 13 WHEELING AVE WOBURN MA 01801 GENERAL CONTRACTOR SERVICES 173008 2 447371 447371 TUITION AND OTHER FEES 611110 5342440 5342440 CURRICULUM CONSULTING 611110 36635 36635 5379075 211648 211648 26326 0 26326 26326 26326 6064420 5379075 0 237974 397600 397600 147147 138318 8829 3694885 2833481 725085 136319 100676 73856 21886 4934 302469 231751 62520 8198 330431 263459 55545 11427 54243 54243 44955 44955 109517 31263 76806 1448 46477 41126 2491 2860 62944 35907 22119 4918 73670 33070 39223 1377 172674 122172 50502 21133 18845 2288 32345 32345 200899 180809 20090 55304 49774 5530 CURRICULUM MATERIALS 246298 246298 TRAINING AND DEVELOPMEN 38409 37606 803 COLLECTION PROCESSING F 21463 10157 11296 10 MEMBERSHIP DUES/LICENSI 8014 3348 4526 140 6161553 4748840 1232253 180460 206105 475909 5447240 4767852 2125320 2163452 78233 47452 3761969 1251338 2452703 2510631 2013093 2236628 12322694 12201924 360693 285378 4266623 4367894 858040 814555 5485356 5467827 X 5119655 5478957 1717683 1255140 6837338 6734097 12322694 12201924 X -97133 -6108 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3344569 1056636 2287933 157364 140379 16985 260036 54323 205713 2510631 SECURITY DEPOSIT 2000 PROPERTY IN DEVELOPMENT 2234628 2236628 X 5878413 211593 211593 5666820 397600 397600 6064420 5981654 211593 6108 217701 5763953 397600 397600 6161553 PART X, LINE 2: THE SCHOOL'S ACTIVITIES ARE DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, ITS INCOME IS EXEMPT FROM FEDERAL INCOME TAXES. THE SCHOOL IS ALSO EXEMPT FROM MASSACHUSETTS INCOME TAX UNDER MASSACHUSETTS GENERAL LAW CHAPTER 180. THE SCHOOL IS SUBJECT TO THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL HAS ASSESSED ITS TAX POSITION TAKEN AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION OF AN ASSET OR LIABILITY OR DISCLOSURE AS OF JUNE 30, 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS 397,600. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE TUITION WRITEOFF 6,108. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS 397,600. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL POSTS A COPY OF ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE. THE POLICY IS ALSO INCLUDED IN THE SCHOOL'S BYLAWS AND AS WELL AS THE SCHOOL'S ONLINE APPLICATION PACKAGE. 1 FINANCIAL AID 21 352000 0 N/A N/A DIVERSITY SCHOLARSHIPS 5 45600 0 N/A N/A PART I, LINE 2: THE FINANCIAL AID AND SCHOLARSHIPS AWARDED TO STUDENTS ARE USED SOLELY FOR ATTENDANCE AT ACERA SCHOOL, INC. TO LOWER THE COST OF THE RECIPIENTS' TUITION. X 0 0 0 0 0 0 0 0 0 SARAH ZUCKERMAN DIRECTOR OF EDUCATION & INNOVATION 135747 0 0 0 0 0 1495 0 28568 0 165810 0 0 0 CHRISTOPHER RAMSEY DIR. OF DEVELOPMENT & PARENT ENGAGEM 134474 0 0 0 0 0 2662 0 21178 0 158314 0 0 0 COURTNEY DICKINSON FAMILY MEMBER OF DAVID GRAYZEL, DIRECTOR 13269 EMPLOYMENT 0 SCHEDULE L - PART IV THE SCHOOL STRICTLY ADHERES TO ITS CONFLICT OF INTEREST POLICY WHEN DETERMINING EMPLOYEE COMPENSATION FOR INTERESTED PERSONS. FORM 990, PART VI, SECTION A, LINE 2 COURTNEY DICKINSON AND DAVID GRAYZEL HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE SCHOOL DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THE SEVEN MEMBERS OF THE GOVERNING BODY VOTE ON ALL OF THE SCHOOL'S ISSUES. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL'S PRESIDENT, DIRECTOR OF FINANCE AND BOARD CHAIR REVIEW A DRAFT FORM 990 AND DISCUSS ANY QUESTIONS AND/OR ISSUES WITH THE INDEPENDENT TAX PREPARERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF DIRECTORS, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER, NOR SHALL HE OR SHE BE RECOGNIZED IN DETERMINING THE QUORUM FOR THE MEETING. SUCH PERSON SHALL RETIRE FROM THE ROOM IN, OR THE TELECONFERENCE ON WHICH THE BOARD OF DIRECTORS IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, THAT PERSON SHALL PROVIDE THE BOARD OF DIRECTORS OR COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION WITH RESPECT TO THE CONFLICT OF INTEREST. THE MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF SHALL REFLECT THAT (I) THE CONFLICT OF INTEREST WAS DISCLOSED; (II) THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE; AND (III) SUCH INTERESTED PERSON DID NOT VOTE. WHEN THERE IS UNCERTAINTY AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS, SUCH VOTE IS NOT TO INCLUDE SUCH POTENTIALLY INTERESTED PERSON. A COPY OF THE CONFLICT OF INTEREST POLICY SHALL BE FURNISHED TO EACH DIRECTOR, OFFICER AND STAFF MEMBER SERVING THE CORPORATION AT THE TIME THE PERSON BECOMES ASSOCIATED WITH THE CORPORATION. THE POLICY SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS, OFFICERS, AND STAFF MEMBERS; AND ANY NEW DIRECTORS, OFFICERS OR STAFF MEMBERS SHALL BE ADVISED OF THE POLICY UPON UNDERTAKING THE DUTIES OF SUCH OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVE THE DIRECTOR'S SALARIES USING AISNE COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE TUITION WRITEOFF -6,108.