2021-05-17T08:24:32-05:00 2020-06-30 263753134 CBIZ MHM LLC ONE CITIZENS PLAZA 9TH FLOOR PROVIDENCE RI 02903 990 2019-07-01 042103964 THE CAMBRIDGE SCHOOL OF WESTON INC CAMB 7816428600 45 GEORGIAN ROAD WESTON MA 02493 ALLIE ALTMAN TREASURER 7816428600 2021-05-17 1 JOHN T WILMOT P00095129 4016263200 2021-05-17 2019 2022-09-23 18:48:47Z LISE CHARLIER 45 GEORGIAN ROAD WESTON MA 02493 23346804 0 X WWW.CSW.ORG X 1936 MA SEE SCHEDULE O 21 17 152 81 0 0 3262330 1082995 18593878 17409138 456593 757524 52783 126433 22365584 19376090 3492108 3094953 0 0 10680358 10021567 29765 37205 661369 6416654 5859409 20618885 19013134 1746699 362956 52750316 53482429 16383581 17059889 36366735 36422540 X SEE SCHEDULE O 0 0 15234042 3094953 17511946 THE 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. 8060 0 23625 SUMMER 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. 15242102 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 42 0 1 152 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X ERIN MAKI 7816428600 45 GEORGIAN ROAD WESTON MA 02493 ALLIE ALTMAN TREASURER 1.00 X X 0 0 0 JAMES BONSEY TRUSTEE 1.00 X 0 0 0 CHRISTINE CHAMBERLAIN VICE CHAIR 1.00 X X 0 0 0 LISE CHARLIER HEAD OF SCHOOL 40.00 X X 153000 0 36000 HOWARD COOPER TRUSTEE 1.00 X 0 0 0 PHILIP DENORMANDIE TRUSTEE 1.00 X 0 0 0 WILLIAM FENG BOARDING STUDENT REPRESENT 1.00 X 0 0 0 JOHN FINNERTY TRUSTEE 1.00 X 0 0 0 MICHAEL FLANAGAN TRUSTEE 1.00 X 0 0 0 ANN GORSON CHAIR 1.00 X X 0 0 0 CYNTHIA HARMON TRUSTEE 1.00 X 0 0 0 SNOWDEN HENRY TRUSTEE 1.00 X 0 0 0 BEN IBBETSON FACULTY REPRESENTATIVE 40.00 X 82288 0 13114 ELI KEEHN FACULTY REPRESENTATIVE 40.00 X 61470 0 7393 JIN-KYUNG KIM TRUSTEE 1.00 X 0 0 0 CHIN LIN SECRETARY 1.00 X X 0 0 0 RUBY RUSSELL DAY STUDENT REPRESENTATIVE 1.00 X 0 0 0 JESSE TAURIAC TRUSTEE 1.00 X 0 0 0 JOHN THOMPSON TRUSTEE 1.00 X 0 0 0 DANIEL WOLF TRUSTEE 1.00 X 0 0 0 ALANA ZOLA TRUSTEE 1.00 X 0 0 0 KATHLEEN CHERY DIR OF FINANCE & OPS 40.00 X 197853 0 12212 ROSANNA SALCEDO DEAN OF EQUITY & INCLUSION 40.00 X 124282 0 15664 ANDREA FINNERTY DIRECTOR OF DEVELOPMENT 40.00 X 142920 0 7528 JULIE JOHNSTONE ASSISTANT HEAD OF SCHOOL 40.00 X 118678 0 52871 JANE MOULDING FORMER HEAD OF SCHOOL 40.00 X 198051 0 21010 1078542 0 165792 6 1 1 0 OUNCEIT LLC PO BOX 538 UPTON MA 01568 IT SERVICES/SUPPORT 135633 1 1082995 61861 1082995 TUITION AND FEES 611110 17385513 17385513 SUMMER PROGRAMS 611110 23625 23625 17409138 268872 268872 4419435 3930783 488652 488652 488652 49758 39931 9827 9827 MISC. REVENUE-RELATED-990 900099 116606 116606 116606 19376090 17535571 0 757524 3094953 3094953 715577 271128 366196 78253 143574 35894 71786 35894 7291887 5801471 1212757 277659 280173 229067 43463 7643 1021367 859624 125109 36634 568989 419487 120881 28621 63346 63346 60216 60216 37205 37205 36569 36569 254583 185553 45016 24014 166303 4140 144343 17820 560640 531151 25789 3700 66203 37848 18138 10217 88427 65148 5927 17352 376106 351694 21946 2466 1604688 1520356 73812 10520 131227 131227 EQUIPMENT RENTAL AND MA 483703 473065 10638 CLEANING SERVICES 417671 417671 DINING EXPENSES 285648 285648 PROFESSIONAL SERVICES 279371 214704 64667 984708 312273 599064 73371 19013134 15242102 3109663 661369 41100 48505 6057576 7281792 1552666 942823 113039 128280 109408 148576 252513 175522 51498892 20883353 31662157 30615539 12639159 13318939 322698 822453 52750316 53482429 1367747 1595887 3719821 2463359 11296013 11301763 268880 1430000 16383581 17059889 X 25780459 25816970 10586276 10605570 36366735 36422540 52750316 53482429 362956 -307151 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13288458 456612 375682 14120752 11799124 227418 1261916 13288458 9904008 1083350 811766 11799124 8457499 480845 965664 9904008 9249106 132162 353378 1277147 8457499 0.43510 0.31540 0.24950 0 0 62343 62343 45324199 15791387 29532812 5011346 4515903 495443 1101004 576063 524941 30615539 X 16016067 -307151 2150 39931 -265070 16281137 3094953 3094953 19376090 15960262 2150 39931 42081 15918181 3094953 3094953 19013134 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 YEARLY 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". X X X X X 0 VISION BRAND EXPERIENCES 24 WOODCLIFFE ROAD LEXINGTON MA 02421 CONSULTING 0 0 17600 -17600 SPENCER GROUP 130 SOUTH WILLARD STREET BURLINGTON VT 05401 CONSULTING 0 0 16686 -16686 34286 -34286 1 NEED-BASED FINANCIAL AID 96 3003333 FMV SCHOLARSHIPS TUITION REMISSION 2 91620 FMV TUITION REMISSION PART I, LINE 2: FINANCIAL 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. X 1 1 X X X X 1 0 0 0 0 0 0 0 0 LISE CHARLIER HEAD OF SCHOOL 153000 0 0 0 0 0 0 0 36000 0 189000 0 0 0 KATHLEEN CHERY DIR OF FINANCE & OPS 197853 0 0 0 0 0 10027 0 2185 0 210065 0 0 0 ANDREA FINNERTY DIRECTOR OF DEVELOPMENT 142920 0 0 0 0 0 7160 0 368 0 150448 0 0 0 JULIE JOHNSTONE ASSISTANT HEAD OF SCHOOL 118678 0 0 0 0 0 7736 0 45135 0 171549 0 0 0 JANE MOULDING FORMER HEAD OF SCHOOL 198051 0 0 0 0 0 15676 0 5334 0 219061 0 0 0 PART I, LINE 1A THE 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 4A JANE MOULDING, FORMER HEAD OF SCHOOL, RECEIVED A SEVERANCE PAYMENT OF $62,946 WITHIN THE CALENDAR YEAR 2019. A MASS DEVELOPMENT FINANCE AGENCY 043431814 2020-01-17 11440000 REFINANCING PREVIOUS BONDS 0 0 0 B MASS DEVELOPMENT FINANCE AGENCY 043431814 2015-07-30 9000000 CONSTRUCTION OF NEW H&F BUILDING 0 0 0 C MASS DEVELOPMENT FINANCE AGENCY 043431814 2014-03-25 10615900 REFINANCING AND CAPITAL IMPROVEMENTS TO CAMPUS. 0 0 0 A 11440000 28456 1 0 0 1 B 4200000 9000000 4200000 4800000 0 0 0 1 C 8103273 10615900 33522 8103273 2512627 2014 1 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 1 0 0 0 0 C 0 0 0 0 1 0 0 0 0 A 1 B 1 C 1 SEE EXPLANATION BELOW SEE PART V 31000 FINANCIAL AID SCHEDULE L, PART III FINANCIAL 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. X 8 57361 QUOTED SECURITY PRICE X MUSICAL EQUIPMENT 1 3500 EST. THRIFT STORE VA X FURNITURE 1 1000 EST. THRIFT STORE VA 0 1 1 PART I, LINE 32B: ALL STOCK GIFTS ARE RECEIVED AND SOLD BY A BROKERAGE FIRM, JP MORGAN. FORM 990, PART I AND PART III THE 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 11B THE 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 12C THE 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 15 THE 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 19 AVAILABLE UPON REQUEST FORM 990, PART XII - FINANCIAL STATEMENTS AND REPORTING RESPONSIBILITIES OF THE AUDIT COMMITTEE HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. FORM 990, PART V - STATEMENT REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE THE SCHOOL DID NOT RECEIVE DONATIONS OF QUALIFIED INTELLECTUAL PROPERTY. FORM 990, PART V - STATEMENT REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE THE SCHOOL DID NOT RECEIVE CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES.