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CAMBRIDGE SCHOOL OF WESTON INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CAMBRIDGE SCHOOL OF WESTON INC (EIN 04-2103964)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202141379349301149
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T08:24:32-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE CITIZENS PLAZA 9TH FLOORAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103964EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CAMBRIDGE SCHOOL OF WESTON INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMBBusinessNameControlTxt
Phone7816428600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 GEORGIAN ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLIE ALTMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7816428600PhoneNum
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN T WILMOTPreparerPersonNm
PTINP00095129PTIN
Phone4016263200PhoneNum
Preparation2021-05-17PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISE CHARLIERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 GEORGIAN ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$23,346,804GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CSW.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1936FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee152TotalEmployeeCnt
Total Volunteers81TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,262,330PYContributionsGrantsAmt
CY Contributions Grants$1,082,995CYContributionsGrantsAmt
PY Program Service Revenue$18,593,878PYProgramServiceRevenueAmt
CY Program Service Revenue$17,409,138CYProgramServiceRevenueAmt
PY Investment Income$456,593PYInvestmentIncomeAmt
CY Investment Income$757,524CYInvestmentIncomeAmt
PY Other Revenue$52,783PYOtherRevenueAmt
CY Other Revenue$126,433CYOtherRevenueAmt
PY Total Revenue$22,365,584PYTotalRevenueAmt
CY Total Revenue$19,376,090CYTotalRevenueAmt
PY Grants And Similar Paid$3,492,108PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,094,953CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,680,358PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,021,567CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$29,765PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$37,205CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$661,369CYTotalFundraisingExpenseAmt
PY Other Expenses$6,416,654PYOtherExpensesAmt
CY Other Expenses$5,859,409CYOtherExpensesAmt
PY Total Expenses$20,618,885PYTotalExpensesAmt
CY Total Expenses$19,013,134CYTotalExpensesAmt
PY Revenues Less Expenses$1,746,699PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$362,956CYRevenuesLessExpensesAmt
Total Assets BOY$52,750,316TotalAssetsBOYAmt
Total Assets EOY$53,482,429TotalAssetsEOYAmt
Total Liabilities BOY$16,383,581TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,059,889TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$36,366,735NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,422,540NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,234,042ExpenseAmt
Grant$3,094,953GrantAmt
Revenue$17,511,946RevenueAmt
DescTHE CAMBRIDGE SCHOOL OF WESTON IS A PROGRESSIVE, COEDUCATIONAL, DAY AND BOARDING SCHOOL FOR GRADES 9 THROUGH 12, AND POST GRADUATE. ESTABLISHED IN 1886, WE ARE DEDICATED TO FOSTERING INDIVIDUAL STRENGTHS AND MULTIPLE INTELLIGENCES THROUGH A WIDE RANGE OF CHALLENGING COURSES AND A VARIETY OF TEACHING STYLES.OUR UNIQUE MODULE SYSTEM FOSTERS DEEP LEARNING AND INNOVATIVE TEACHING IN ALL DISCIPLINES. CLASSES ARE AN HOUR-AND-A-HALF LONG, AND STUDENTS CONCENTRATE INTENSELY ON THREE SUBJECTS AT A TIME. OUR CURRICULUM IS DIVERSE AND INTERDISCIPLINARY, COMBINING DEMANDING ACADEMICS WITH EXTENSIVE OFFERINGS IN THE VISUAL AND PERFORMING ARTS.STUDENTS ARE ENCOURAGED TO EXPLORE NEW EDUCATIONAL EXPERIENCES AND AREAS OF STUDY, AND TO BE PROACTIVE IN PLANNING THEIR ACADEMIC SCHEDULES. WE OFFER MORE THAN 300 COURSES. NO TWO STUDENT SCHEDULES ARE ALIKE. EACH STUDENT WORKS WITH AN ADVISOR AND THE ACADEMIC OFFICE TO CREATE A UNIQUE ACADEMIC SCHEDULE THAT BALANCES PERSONAL INTERESTS WITH COLLEGE EXPECTATIONS AND THE SCHOOL'S REQUIREMENTS FOR GRADUATION. ULTIMATELY, EACH STUDENT SCHEDULE AIMS TO PROVIDE BALANCE, RIGOR, AND STIMULATION THROUGHOUT THE YEAR.ENROLLMENT WAS 227 DAY STUDENTS AND 83 BOARDING STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,060ExpenseAmt
Grant$0GrantAmt
Revenue$23,625RevenueAmt
DescSUMMER ARTS AT THE CAMBRIDGE SCHOOL OF WESTON IS A 5-WEEK MULTI-ARTS PROGRAM WHERE STUDENTS NOURISH THEIR IMAGINATIONS AND EXPLORE THEIR CREATIVITY. HERE THEY EXPRESS THEIR INDIVIDUALITY, TAKE ARTISTIC RISKS, AND LEARN NEW SKILLS, EVERY DAY. OUR COMMUNITY THRIVES ON A BLEND OF CULTURAL AND ECONOMIC BACKGROUNDS AND INSPIRING AND EXPERIENCED TEACHERS. AT SUMMER ARTS, KIDS ARE LAUNCHED INTO A RICH EXPERIENCE OF SHARED LEARNING AND SIMPLY, HAVE FUN.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$15,242,102TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document42IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee152EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIN MAKIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7816428600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 GEORGIAN ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALLIE ALTMAN
TREASURER1.00Yes (X)Yes (X)$0$0$0
JAMES BONSEY
TRUSTEE1.00Yes (X)$0$0$0
CHRISTINE CHAMBERLAIN
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
LISE CHARLIER
HEAD OF SCHOOL40.00Yes (X)Yes (X)$153,000$0$36,000
HOWARD COOPER
TRUSTEE1.00Yes (X)$0$0$0
PHILIP DENORMANDIE
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM FENG
BOARDING STUDENT REPRESENT1.00Yes (X)$0$0$0
JOHN FINNERTY
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL FLANAGAN
TRUSTEE1.00Yes (X)$0$0$0
ANN GORSON
CHAIR1.00Yes (X)Yes (X)$0$0$0
CYNTHIA HARMON
TRUSTEE1.00Yes (X)$0$0$0
SNOWDEN HENRY
TRUSTEE1.00Yes (X)$0$0$0
BEN IBBETSON
FACULTY REPRESENTATIVE40.00Yes (X)$82,288$0$13,114
ELI KEEHN
FACULTY REPRESENTATIVE40.00Yes (X)$61,470$0$7,393
JIN-KYUNG KIM
TRUSTEE1.00Yes (X)$0$0$0
CHIN LIN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
RUBY RUSSELL
DAY STUDENT REPRESENTATIVE1.00Yes (X)$0$0$0
JESSE TAURIAC
TRUSTEE1.00Yes (X)$0$0$0
JOHN THOMPSON
TRUSTEE1.00Yes (X)$0$0$0
DANIEL WOLF
TRUSTEE1.00Yes (X)$0$0$0
ALANA ZOLA
TRUSTEE1.00Yes (X)$0$0$0
KATHLEEN CHERY
DIR OF FINANCE & OPS40.00Yes (X)$197,853$0$12,212
ROSANNA SALCEDO
DEAN OF EQUITY & INCLUSION40.00$124,282$0$15,664Yes (X)
ANDREA FINNERTY
DIRECTOR OF DEVELOPMENT40.00$142,920$0$7,528Yes (X)
JULIE JOHNSTONE
ASSISTANT HEAD OF SCHOOL40.00$118,678$0$52,871Yes (X)
JANE MOULDING
FORMER HEAD OF SCHOOL40.00$198,051$0$21,010Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,078,542TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$165,792TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OUNCEIT LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 538AddressLine1Txt
CityUPTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01568ZIPCd
FieldValueIRS element (for citing)
ServicesIT SERVICES/SUPPORTServicesDesc
Compensation$135,633CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,082,995AllOtherContributionsAmt
Noncash Contributions$61,861NoncashContributionsAmt
Total Contributions$1,082,995TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611110$17,385,513$17,385,513
SUMMER PROGRAMS611110$23,625$23,625
FieldValueIRS element (for citing)
Total Program Service Revenue$17,409,138TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$268,872TotalRevenueColumnAmt
Exclusion$268,872ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,419,435SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,930,783SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$488,652SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$488,652TotalRevenueColumnAmt
Exclusion$488,652ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$49,758GrossSalesOfInventoryAmt
Cost Of Goods Sold$39,931CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,827TotalRevenueColumnAmt
Related Or Exempt Func Income$9,827RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC. REVENUE-RELATED-990Desc
Business900099BusinessCd
Total Revenue Column$116,606TotalRevenueColumnAmt
Related Or Exempt Func Income$116,606RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$116,606OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,376,090TotalRevenueColumnAmt
Related Or Exempt Func Income$17,535,571RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$757,524ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$3,094,953TotalAmt
Program Services$3,094,953ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$715,577TotalAmt
Program Services$271,128ProgramServicesAmt
Management And General$366,196ManagementAndGeneralAmt
Fundraising$78,253FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$143,574TotalAmt
Program Services$35,894ProgramServicesAmt
Management And General$71,786ManagementAndGeneralAmt
Fundraising$35,894FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,291,887TotalAmt
Program Services$5,801,471ProgramServicesAmt
Management And General$1,212,757ManagementAndGeneralAmt
Fundraising$277,659FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$280,173TotalAmt
Program Services$229,067ProgramServicesAmt
Management And General$43,463ManagementAndGeneralAmt
Fundraising$7,643FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,021,367TotalAmt
Program Services$859,624ProgramServicesAmt
Management And General$125,109ManagementAndGeneralAmt
Fundraising$36,634FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$568,989TotalAmt
Program Services$419,487ProgramServicesAmt
Management And General$120,881ManagementAndGeneralAmt
Fundraising$28,621FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$63,346TotalAmt
Management And General$63,346ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$60,216TotalAmt
Management And General$60,216ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$37,205TotalAmt
Fundraising$37,205FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$36,569TotalAmt
Management And General$36,569ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$254,583TotalAmt
Program Services$185,553ProgramServicesAmt
Management And General$45,016ManagementAndGeneralAmt
Fundraising$24,014FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$166,303TotalAmt
Program Services$4,140ProgramServicesAmt
Management And General$144,343ManagementAndGeneralAmt
Fundraising$17,820FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$560,640TotalAmt
Program Services$531,151ProgramServicesAmt
Management And General$25,789ManagementAndGeneralAmt
Fundraising$3,700FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$66,203TotalAmt
Program Services$37,848ProgramServicesAmt
Management And General$18,138ManagementAndGeneralAmt
Fundraising$10,217FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$88,427TotalAmt
Program Services$65,148ProgramServicesAmt
Management And General$5,927ManagementAndGeneralAmt
Fundraising$17,352FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$376,106TotalAmt
Program Services$351,694ProgramServicesAmt
Management And General$21,946ManagementAndGeneralAmt
Fundraising$2,466FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,604,688TotalAmt
Program Services$1,520,356ProgramServicesAmt
Management And General$73,812ManagementAndGeneralAmt
Fundraising$10,520FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$131,227TotalAmt
Program Services$131,227ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EQUIPMENT RENTAL AND MA$483,703$473,065$10,638
CLEANING SERVICES$417,671$417,671
DINING EXPENSES$285,648$285,648
PROFESSIONAL SERVICES$279,371$214,704$64,667

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$984,708TotalAmt
Program Services$312,273ProgramServicesAmt
Management And General$599,064ManagementAndGeneralAmt
Fundraising$73,371FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$19,013,134TotalAmt
Program Services$15,242,102ProgramServicesAmt
Management And General$3,109,663ManagementAndGeneralAmt
Fundraising$661,369FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$41,100BOYAmt
EOY$48,505EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,057,576BOYAmt
EOY$7,281,792EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,552,666BOYAmt
EOY$942,823EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$113,039BOYAmt
EOY$128,280EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$109,408BOYAmt
EOY$148,576EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$252,513BOYAmt
EOY$175,522EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$51,498,892LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$20,883,353LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$31,662,157BOYAmt
EOY$30,615,539EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,639,159BOYAmt
EOY$13,318,939EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$322,698BOYAmt
EOY$822,453EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,750,316BOYAmt
EOY$53,482,429EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,367,747BOYAmt
EOY$1,595,887EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,719,821BOYAmt
EOY$2,463,359EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,296,013BOYAmt
EOY$11,301,763EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$268,880EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$1,430,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,383,581BOYAmt
EOY$17,059,889EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,780,459BOYAmt
EOY$25,816,970EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,586,276BOYAmt
EOY$10,605,570EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,366,735BOYAmt
EOY$36,422,540EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,750,316BOYAmt
EOY$53,482,429EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$362,956ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$307,151NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,288,458BeginningYearBalanceAmt
Contributions$456,612ContributionsAmt
Investment Earnings Or Losses$375,682InvestmentEarningsOrLossesAmt
End Year Balance$14,120,752EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,799,124BeginningYearBalanceAmt
Contributions$227,418ContributionsAmt
Investment Earnings Or Losses$1,261,916InvestmentEarningsOrLossesAmt
End Year Balance$13,288,458EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,904,008BeginningYearBalanceAmt
Contributions$1,083,350ContributionsAmt
Investment Earnings Or Losses$811,766InvestmentEarningsOrLossesAmt
End Year Balance$11,799,124EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,457,499BeginningYearBalanceAmt
Contributions$480,845ContributionsAmt
Investment Earnings Or Losses$965,664InvestmentEarningsOrLossesAmt
End Year Balance$9,904,008EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,249,106BeginningYearBalanceAmt
Contributions$132,162ContributionsAmt
Investment Earnings Or Losses$353,378InvestmentEarningsOrLossesAmt
Other Expenditures$1,277,147OtherExpendituresAmt
End Year Balance$8,457,499EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.43510BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31540PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.24950TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$62,343OtherCostOrOtherBasisAmt
Book Value$62,343BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,324,199OtherCostOrOtherBasisAmt
Depreciation$15,791,387DepreciationAmt
Book Value$29,532,812BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,011,346OtherCostOrOtherBasisAmt
Depreciation$4,515,903DepreciationAmt
Book Value$495,443BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,101,004OtherCostOrOtherBasisAmt
Depreciation$576,063DepreciationAmt
Book Value$524,941BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$30,615,539TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$16,016,067TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$307,151NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$2,150DonatedServicesAndUseFcltsAmt
Other Revenue$39,931OtherRevenueAmt
Revenue Not Reported-$265,070RevenueNotReportedAmt
Revenue Subtotal$16,281,137RevenueSubtotalAmt
Other Revenues Not Included$3,094,953OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,094,953RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,376,090TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,960,262TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$2,150DonatedServicesUseFcltsAmt
Other Expenses Included$39,931OtherExpensesIncludedAmt
Expenses Not Reported$42,081ExpensesNotReportedAmt
Expenses Subtotal$15,918,181ExpensesSubtotalAmt
Other Expenses Not Included$3,094,953OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,094,953ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$19,013,134TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE CAMBRIDGE SCHOOL OF WESTON MAINTAINS ITS ENDOWMENT FUNDS TO DIRECTLY SUPPORT FACULTY SALARIES, INSTRUCTIONAL & ACADEMIC SUPPORT, STUDENT ACTIVITIES AND SCHOLARSHIPS.
PART X, LINE 2:THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE SCHOOL'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SCHOOL STORE EXPENSES 39,931.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 3,094,953.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SCHOOL STORE EXPENSES 39,931.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 3,094,953.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationYEARLY AN ADVERTISEMENT APPEARS IN THE BOSTON GLOBE NEWSPAPER AS PART OF AN ASSOCIATION FOR INDEPENDENT SCHOOLS OF NEW ENGLAND: NOTICE OF NONDISCRIMINATION POLICY AS TO STUDENTS".ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
VISION BRAND EXPERIENCES
24 WOODCLIFFE ROADLEXINGTONMA02421CONSULTING0$0$17,600-$17,600
SPENCER GROUP
130 SOUTH WILLARD STREETBURLINGTONVT05401CONSULTING0$0$16,686-$16,686
FieldValueIRS element (for citing)
Total Retained By Contractors$34,286TotalRetainedByContractorsAmt
Total Net To Organization-$34,286TotalNetToOrganizationAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
NEED-BASED FINANCIAL AID96$3,003,333FMVSCHOLARSHIPS
TUITION REMISSION2$91,620FMVTUITION REMISSION

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFINANCIAL AID SCHOLARSHIPS ARE GRANTED TO CAMBRIDGE SCHOOL OF WESTON STUDENTS WHO DEMONSTRATE FINANCIAL NEED. THE FINANCIAL AID BUDGET IS APPROVED BY THE BOARD OF TRUSTEES. THE CAMBRIDGE SCHOOL OF WESTON OFFERS TUITION DISCOUNTS TO QUALIFYING EMPLOYEES FOR ITS TWO MAJOR PROGRAMS - THE HIGH SCHOOL AND SUMMER CAMP. SCHOLARSHIP FUNDS AND TUITION REMISSION AMOUNTS ARE APPLIED DIRECTLY TO STUDENTS' ACCOUNTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISE CHARLIER
HEAD OF SCHOOL$153,000$0$0$0$0$0$0$0$36,000$0$189,000$0$0$0
KATHLEEN CHERY
DIR OF FINANCE & OPS$197,853$0$0$0$0$0$10,027$0$2,185$0$210,065$0$0$0
ANDREA FINNERTY
DIRECTOR OF DEVELOPMENT$142,920$0$0$0$0$0$7,160$0$368$0$150,448$0$0$0
JULIE JOHNSTONE
ASSISTANT HEAD OF SCHOOL$118,678$0$0$0$0$0$7,736$0$45,135$0$171,549$0$0$0
JANE MOULDING
FORMER HEAD OF SCHOOL$198,051$0$0$0$0$0$15,676$0$5,334$0$219,061$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE CAMBRIDGE SCHOOL OF WESTON HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. THE SCHOOL PROVIDES A PERSONAL RESIDENCE ON CAMPUS FOR THE FAMILY OF THE HEAD OF SCHOOL. THE ESTIMATED VALUE OF THIS NONTAXABLE BENEFIT IS $36,000, WHICH IS BASED ON THE RENTAL INCOME RECEIVED BY CSW DURING A RECENT FISCAL YEAR ON A COMPARABLE HOUSE ON THE SCHOOL'S PROPERTY.
PART I, LINE 4AJANE MOULDING, FORMER HEAD OF SCHOOL, RECEIVED A SEVERANCE PAYMENT OF $62,946 WITHIN THE CALENDAR YEAR 2019.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY
A0434318142020-01-17$11,440,000REFINANCING PREVIOUS BONDS000
MASS DEVELOPMENT FINANCE AGENCY
B0434318142015-07-30$9,000,000CONSTRUCTION OF NEW H&F BUILDING000
MASS DEVELOPMENT FINANCE AGENCY
C0434318142014-03-25$10,615,900REFINANCING AND CAPITAL IMPROVEMENTS TO CAMPUS.000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYr
A$11,440,000$28,456Yes (1)00Yes (1)
B$9,000,000000Yes (1)$4,200,000$4,200,000$4,800,000
C$10,615,900$33,522Yes (1)00Yes (1)$8,103,273$8,103,273$2,512,6272014

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000000
B0000000
C0000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000000000
B0000Yes (1)0000
C0000Yes (1)0000

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonSEE EXPLANATION BELOWPersonNm
Relationship With OrgSEE PART VRelationshipWithOrgTxt
Cash Grant$31,000CashGrantAmt
Type Of AssistanceFINANCIAL AIDTypeOfAssistanceTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IIIFormAndLineReferenceDesc
ExplanationFINANCIAL AID GRANTED TO THE CHILDREN OF TRUSTEES OR STUDENT REPRESENTATIVES IS BASED ON NEED THAT MUST BE DEMONSTRATED THROUGH THE STANDARD APPLICATION FOR FINANCIAL AID PROCESS; FOR PRIVACY CONSIDERATIONS, THE NAMES OF RECIPIENTS ARE NOT DISCLOSED AND ONLY THE TYPE OF ASSISTANCE AND THE AGGREGATE AMOUNT ARE REPORTED ON SCHEDULE L, PART III.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$57,361NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED SECURITY PRICEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MUSICAL EQUIPMENT1$3,500EST. THRIFT STORE VA
Yes (X)FURNITURE1$1,000EST. THRIFT STORE VA
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationALL STOCK GIFTS ARE RECEIVED AND SOLD BY A BROKERAGE FIRM, JP MORGAN.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I AND PART IIITHE CAMBRIDGE SCHOOL OF WESTON'S MISSION IS TO PROVIDE A PROGRESSIVE EDUCATION THAT EMPHASIZES DEEP LEARNING, MEANINGFUL RELATIONSHIPS AND A DYNAMIC PROGRAM THAT INSPIRES STUDENTS TO DISCOVER WHO THEY ARE AND WHAT THEIR CONTRIBUTION IS TO THEIR SCHOOL, THEIR COMMUNITY AND THE WORLD.
FORM 990, PART VI, SECTION B, LINE 11BTHE DOCUMENT IN ITS ENTIRETY WAS REVIEWED BY THE SCHOOL'S HEAD, DIRECTOR OF FINANCE & OPERATIONS AND CONTROLLER. THE FULL DOCUMENT WITH SCHEDULE B DONOR NAMES AND ADDRESSES REDACTED WAS THEN PRESENTED FOR REVIEW AND APPROVAL OF THE BOARD CHAIR AND TREASURER. THE DOCUMENT WITH THE SAME REDACTION WAS THEN MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. THE DONOR NAME AND ADDRESS REDACTIONS WERE MADE TO PRESERVE THE CONFIDENTIALITY OF DONORS INCLUDING THOSE WHO DONATE TO THE SCHOOL ANONYMOUSLY.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD ANNUALLY REQUESTS BOARD MEMBERS TO CERTIFY, IN WRITING, THAT THEY HAVE NO CONFLICTS OF INTEREST BY SIGNING A CONFLICT OF INTEREST DISCLOSURE FORM. THE CHAIR OF THE BOARD REVIEWS THE CONFLICT OF INTEREST FORMS TO DETERMINE IF A POTENTIAL CONFLICT EXISTS. IF A POTENTIAL CONFLICT IS FOUND TO EXIST THE MEMBER WOULD BE ASKED TO RESIGN THEIR POSITION ON THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15THE CAMBRIDGE SCHOOL OF WESTON IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. AS PART OF ITS SERVICES, NAIS COLLECTS STATISTICS ON INDEPENDENT SCHOOLS RANGING FROM BASIC ENROLLMENT AND GRADES SERVED THROUGH TO HEAD OF SCHOOL COMPENSATION. THROUGH ITS BENCHMARK TOOLS, THE CAMBRIDGE SCHOOL OF WESTON IS ABLE TO CREATE A REPORT BASED ON SCHOOLS OF SIMILAR SIZE AND GRADES THAT ENABLES US TO SURVEY AND COMPARE SALARY INFORMATION FOR HEADS OF SCHOOL. IN ADDITION, THE CAMBRIDGE SCHOOL OF WESTON IDENTIFIES SCHOOLS OF LIKE SIZE IN OUR GEOGRAPHIC AREA AND UTILIZES GUIDESTAR.ORG TO VIEW COMPETITOR SCHOOL'S 990 FOR THE PURPOSES OF COMPARING HEAD OF SCHOOL SALARIES. THE DATA IS PRESENTED TO THE SCHOOL'S BOARD OF TRUSTEES WHO ESTABLISH THE HEAD OF SCHOOL'S SALARY ANNUALLY. RESEARCH DOCUMENTS SUPPORTING THE BOARD'S DECISION ARE FILED IN THE HEAD'S PERSONNEL FILE.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART XII - FINANCIAL STATEMENTS AND REPORTINGRESPONSIBILITIES OF THE AUDIT COMMITTEE HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.
FORM 990, PART V - STATEMENT REGARDING OTHER IRS FILINGS AND TAX COMPLIANCETHE SCHOOL DID NOT RECEIVE DONATIONS OF QUALIFIED INTELLECTUAL PROPERTY.
FORM 990, PART V - STATEMENT REGARDING OTHER IRS FILINGS AND TAX COMPLIANCETHE SCHOOL DID NOT RECEIVE CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES.