2022-05-11T15:05:17-05:00 2021-06-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2020-07-01 320303877 ACERA SCHOOL INC ACER 7817293489 5 LOWELL AVE WINCHESTER MA 01890 COURTNEY DICKINSON PRESIDENT 7817293489 2022-05-11 1 COURTNEY DICKINSON 999009999 EUGENE BORGONZI P01269879 6172276161 2022-05-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z COURTNEY DICKINSON 5 LOWELL AVE WINCHESTER MA 01890 5726855 0 X HTTP://ACERASCHOOL.ORG X 2010 MA ACERA SCHOOLS, INC. (THE "SCHOOL") PROVIDES EDUCATIONAL PROGRAMS FOR GIFTED AND TALENTED STUDENTS K THROUGH 8TH 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 4 88 0 0 0 561657 1131300 4070747 4584387 39416 7251 16038 1000 4687858 5723938 1780 204250 0 0 3640243 3843812 0 0 231685 886575 923424 4528598 4971486 159260 752452 6380328 9104752 3556049 5568208 2824279 3536544 X ACERA SCHOOL ENVISIONS A WORLD IN WHICH SCHOOLS ENGAGE STUDENTS IN MEANINGFUL LEARNING, IN WHICH TEACHERS ARE FREED AS ENTREPRENEURS IN THEIR CLASSROOMS, AND IN WHICH STUDENTS CAN BECOME THE BEST VERSION OF THEMSELVES, GIVEN EACH STUDENTS' UNIQUE CAPACITIES, NEEDS, AND PASSIONS. THE ACERA SCHOOL DAY PROGRAM PROVIDES KINDERGARTEN - GRADE 8 STUDENTS WITH UNBOUNDED ACCESS TO LEARNING, OFFERING GIFTED STUDENTS OPPORTUNITY ACCORDING TO THEIR ABILITY NOT AGE. THE ACERA COMMUNITY, ACROSS ALL ITS PROGRAMS (INCLUDING OUR STEAM LEARNING LAB SUMMER AND AFTER SCHOOL ENRICHMENT PROGRAMS) AND PARTNERSHIPS, LEARNS, DISCOVERS, AND EXPLORES AT A PACE APPROPRIATE TO EACH CHILD'S UNIQUE MOTIVATION AND POTENTIAL. OUR CULTURE IS NOT ABOUT PRESSURE; IT IS ABOUT FREEDOM. WE KEEP ALIVE STUDENTS' INNATE CURIOSITY AND LOVE OF LEARNING. WE ALSO PARTNER WITH ORGANIZATIONS BEYOND OUR WALLS, CREATING PROGRAMS RICH IN SCIENCES, TECHNOLOGY, ENGINEERING, CREATIVITY AND ARTS. 0 0 3498518 204250 4585387 DEVELOP THE NEXT GENERATION SCIENTISTS, INNOVATORS, AND LEADERS SAFEGUARD 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. 196327 0 0 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. 3694845 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 14 0 88 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 1 0 MA X HOLLY WHITTEMORE 7817293489 5 LOWELL AVE WINCHESTER MA 01890 COURTNEY DICKINSON PRESIDENT/EXEC.DIRECTOR/DIRECTOR 40.00 X X 45000 0 0 RICHARD MORELLO DIRECTOR 0.20 X 0 0 0 MICHAEL BARRON SECRETARY/DIRECTOR 0.20 X X 0 0 0 DAVID GRAYZEL DIRECTOR 2.00 X 0 0 0 GREG PHELPS DIRECTOR 0.50 X 0 0 0 HOLLY WHITTEMORE TREASURER/DIRECTOR 2.00 X X 0 0 0 JANE MOULDING DIRECTOR 0.50 X 0 0 0 CHRISTOPHER RAMSEY DIRECTOR-STRATEGIC ADVANCEMENT 40.00 X 120123 0 7670 SARAH ZUCKERMAN DIRECTOR OF FACULTY 40.00 X 126733 0 20779 291856 0 28449 2 0 0 0 0 563000 568300 2917 1131300 TUITION AND OTHER FEES 611110 4584387 4584387 4584387 7196 7196 2972 2917 55 55 55 MISCELLANEOUS 611110 1000 1000 1000 5723938 4585387 0 7251 204250 204250 45000 18000 22500 4500 3174214 2383534 608466 182214 52057 38835 10203 3019 272041 202943 53320 15778 300500 224173 58898 17429 1734 1734 38714 38714 57603 36047 18591 2965 25085 25085 91158 54695 36463 39441 39441 145385 130847 14538 1983 1289 694 1284 1284 43668 43668 127099 114389 12710 42220 37998 4222 CURRICULUM MATERIALS/CO 194719 194719 COVID SUPPLIES 60016 30008 30008 COLLECTION PROCESSING F 28898 23118 5780 TRAINING AND DEVELOPMEN 17467 17467 6950 6950 4971486 3694845 1044956 231685 220259 286277 3587363 4200630 18519 2097206 24492 45042 3244927 769330 2529695 2475597 6380328 9104752 201810 193331 1772676 4398984 978489 941236 603074 34657 3556049 5568208 X 2781479 3461991 42800 74553 2824279 3536544 6380328 9104752 X 752452 -40187 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3112083 649345 2462738 132844 119985 12859 2475597 5780194 260506 260506 5519688 204250 204250 5723938 5067929 260506 40187 300693 4767236 204250 204250 4971486 PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS 204,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE TUTION WRITEOFF 40,187. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS 204,250. 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 ORGANIZATION PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPERS AND POSTS A COPY OF THE POLICY ON ITS WEBSITE. THE POLICY IS ALSO INCLUDED WITH THE APPLICATION PACKAGE. 1 FINANCIAL AID 19 204250 0 N/A N/A PART I, LINE 2: THE FINANCIAL AID AWARDED TO STUDENTS IS USED SOLELY FOR ATTENDANCE AT ACERA SCHOOL, INC. TO LOWER THE COST OF THE RECIPIENTS' TUITION. 10500 FINANCIAL AID NEED-BASED COURTNEY DICKINSON FAMILY MEMBER OF DAVID GRAYZEL, DIRECTOR 45000 EMPLOYMENT 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 79470 EMPLOYMENT 0 SCHEDULE L - PART III FINANCIAL AID IS NEED-BASED AND MUST BE DEMONSTRATED THROUGH THE STANDARD APPLICATION PROCESS FOR FINANCIAL AID. COLUMNS A & B OF PART III ARE LEFT BLANK PER THE IRS REPORTING EXCEPTION FOR SCHOOLS IN THE SCHEDULE L INSTRUCTIONS. 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, TREASURER AND ONE OF ITS DIRECTORS 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 CO-DIRECTORS' 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: UNCOLLECTICLE TUITION WRITEOFF -40,187.