2018-04-27T14:42:45-05:00 2017-06-30 263753134 CBIZ TOFIAS 56 EXCHANGE TERRACE PROVIDENCE RI 02903 990 2016-07-01 042103964 THE CAMBRIDGE SCHOOL OF WESTON INC CAMB 7816428600 45 GEORGIAN ROAD WESTON MA 02493 JOHN WELCH Treasurer 7816428600 2018-04-25 1 4016263200 2018-04-25 100.10.27.170 2018-04-25 16:28:45 ED P 0358186475D52DA854D9C936F1ADB217F68E6E10 2CADE6AFC13FEB1B78E0F8ECB9E289513BF4FD38 2016 2021-01-29 14:40:06Z JANE MOULDING 45 GEORGIAN ROAD WESTON MA 02493 20592136 0 X WWW.CSW.ORG X 1936 MA See Schedule O 27 24 220 90 0 0 3185020 1978775 17537061 17962734 448802 351827 82911 113105 21253794 20406441 3464299 3309104 0 0 9973574 10091941 126787 113141 855375 5288184 6031738 18852844 19545924 2400950 860517 50660223 50601260 19327724 17786116 31332499 32815144 X See schedule o 0 0 15556487 3239579 17622045 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 252 DAY STUDENTS AND 91 BOARDING STUDENTS. 438058 69525 453794 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. 15994545 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 96 0 1 220 1 0 0 0 0 0 0 0 0 0 0 X 27 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X KATHLEEN CHERY 7816428600 45 GEORGIAN ROAD WESTON MA 02493 MAYA BARNES BOARDING STUDENT REPRESENTATIVE 1.00 X 0 0 0 BENJAMIN ALIMANSKY TRUSTEE 1.00 X 0 0 0 CHRISTINE CHAMBERLAIN TRUSTEE 1.00 X 0 0 0 PHILIP DENORMANDIE TRUSTEE 1.00 X 0 0 0 RACHAEL DORR SECRETARY 1.00 X X 0 0 0 ANN GORSON TRUSTEE 1.00 X 0 0 0 CYNTHIA HARMON TRUSTEE 1.00 X 0 0 0 KAIKO MARIE HAYES TRUSTEE 1.00 X 0 0 0 SNOWDEN HENRY TRUSTEE 1.00 X 0 0 0 JIN-KYUNG KIM TRUSTEE 1.00 X 0 0 0 MALIK KUZIWA DAY STUDENT REPRESENTATIVE 1.00 X 0 0 0 PHILIP A LORETI FACULTY REPRESENTATIVE 40.00 X 84438 0 4651 RICHARD MCCREADY TRUSTEE 1.00 X 0 0 0 JANE MOULDING HEAD OF SCHOOL 40.00 X X 238155 0 60524 CHRISTIAN NOLEN TRUSTEE 1.00 X 0 0 0 REBECCA PARKHILL TRUSTEE 1.00 X 0 0 0 DEBORAH PRESSMAN TRUSTEE 1.00 X 0 0 0 ALEXANDER ROSENTHAL TRUSTEE 1.00 X 0 0 0 SARITA GANDHI SHAH VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 SIMON TAYLOR TRUSTEE 1.00 X 0 0 0 INGRID TUCKER TRUSTEE 1.00 X 0 0 0 EDUARDO TUGENDHAT TRUSTEE 1.00 X 0 0 0 DANA TULLY PARENT REPRESENTATIVE 1.00 X 0 0 0 SUSAN VOGT CHAIR OF THE BOARD 1.00 X X 0 0 0 JOHN WELCH TREASURER 1.00 X X 0 0 0 PO-WEI WENG FACULTY REPRESENTATIVE 40.00 X 72669 0 18810 DANIEL WOLF TRUSTEE 1.00 X 0 0 0 ROBERT LAVERDURE DIR OF FINANCE & OPS - FORMER 40.00 X 126241 0 29375 REBECCA SCHULZBURG DIRECTOR OF DEVELOPMENT 40.00 X 138710 0 22379 CHRISTOPHER ELLSASSER ACADEMIC DEAN 40.00 X 103539 0 38468 JULIE JOHNSTONE ASSISTANT HEAD OF INTERNAL AFFAIRS 40.00 X 106877 0 42016 ANGELA GAFFNEY DIR OF MARKETING & COMM 40.00 X 102866 0 5671 973495 0 221894 6 0 1 0 OUNCEIT LLC PO BOX 538 UPTON MA 01568 IT SERVICES/SUPPORT 178834 PINCK & CO 98 MAGAZINE STREET ROXBURY MA 02119 CONSTRUCTION PROJECT MANAGEMENT 129361 2 1978775 183858 1978775 Tuition and Fees 611110 17508940 17508940 Summer Programs 611110 453794 453794 17962734 168690 168690 284585 101448 183137 183137 183137 137324 84247 53077 53077 Misc Revenue - All Other 900099 60028 60028 60028 20406441 18075839 0 351827 3309104 3309104 526896 334162 122390 70344 7900271 6173970 1270893 455408 310077 233619 59837 16621 769077 591638 115058 62381 585620 445639 101754 38227 20603 20603 55365 55365 113141 113141 11254 11254 269600 215095 47352 7153 45660 1091 44007 562 467302 467302 254467 207541 32769 14157 97072 56340 29946 10786 406499 406499 1559178 1559178 137432 137432 Equipment Rental and Ma 450859 369850 80670 339 Dining Expenses 413985 413985 Cleaning Services 380599 380599 Consultants 255596 1200 254396 1206267 690301 449710 66256 19545924 15994545 2696004 855375 37648 38535 6395226 5699414 917735 677396 71077 117116 37839 53167 251546 335265 49958070 16112395 34138588 33845675 8445663 9483859 364901 350833 50660223 50601260 2210225 1400137 6824357 4692146 10263142 11682167 30000 11666 19327724 17786116 X 24413921 25546155 2914910 3219530 4003668 4049459 31332499 32815144 50660223 50601260 860517 622128 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8457499 480845 965664 9904008 9249106 132162 353378 1277147 8457499 9186631 211275 261200 410000 9249106 7897562 144593 1144476 9186631 7200669 621592 718631 643330 7897562 0.41640 0.38220 0.20140 0 0 62343 62343 44307957 11754719 32553238 4670295 3888684 781611 917475 468992 448483 33845675 X 17803550 621866 100 84247 706213 17097337 3309104 3309104 20406441 16321167 100 84247 84347 16236820 3309104 3309104 19545924 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 84,247. Part XI, Line 4b - Other Adjustments: FINANCIAL AID 3,309,104. Part XII, Line 2d - Other Adjustments: SCHOOL STORE EXPENSES 84,247. Part XII, Line 4b - Other Adjustments: FINANCIAL AID 3,309,104. 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 1 The SPENCER GROUP 130 SOUTH WILLARD STREET BURLINGTON VT 05401 DIRECT MAILING AND MARKETING 0 0 47022 -47022 GRENZABACK GLIER & ASSOCIATES 200 SOUTH MICHIGAN AVE SUITE 2100 CHICAGO IL 60604 CONSULTANT 0 0 26980 -26980 HirschHills AS 25 HOBART ROAD NEWTON CENTRE MA 02459 Consultant 0 0 8500 -8500 THE GRAPHIC GROUP 203 MIDDLESEX TURNPIKE BURLINGTON MA 01803 DIRECT MAILING AND DESIGN 0 0 6598 -6598 MICHELE LEVY 941 WALNUT STREET NEWTON MA 02461 CONSULTANT 0 0 12250 -12250 101350 -101350 1 NEED-BASED FINANCIAL AID 149 3032289 0 FMV SCHOLARSHIPS TUITION REMISSION 17 276815 0 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 0 0 0 0 0 0 0 0 0 JANE MOULDING HEAD OF SCHOOL 238155 0 0 0 0 0 12177 0 48347 0 298679 0 0 0 ROBERT LAVERDURE DIR OF FINANCE & OPS - FORMER 126241 0 0 0 0 0 6385 0 22990 0 155616 0 0 0 REBECCA SCHULZBURG DIRECTOR OF DEVELOPMENT 138710 0 0 0 0 0 7282 0 15097 0 161089 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 RECENTLY RECEIVED BY CSW ON A COMPARABLE HOUSE ON THE SCHOOL'S PROPERTY. THE CAMBRIDGE SCHOOL OF WESTON DIRECTOR OF FINANCE AND OPERATIONS IS ALSO REQUIRED TO LIVE ON CAMPUS. THE ESTIMATED VALUE OF THIS NONTAXABLE BENEFIT IS $18,000, WHICH IS BASED ON THE RENTAL INCOME RECENTLY RECEIVED BY CSW ON A COMPARABLE HOUSE ON THE SCHOOL'S PROPERTY. A MASS DEVELOPMENT FINANCE AGENCY 043431814 2014-03-25 10615900 Refinancing and capital improvements to campus. 0 0 0 B MaSS DEVELOPMENT FINANCE AGENCY 043431814 2015-07-30 9000000 Construction of new H&F Building 0 0 0 A 10615900 33522 8103273 2512627 2014 1 0 0 1 B 9000000 2600000 6400000 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 1 B 1 SEE EXPLANATION BELOW SEE PART V 42860 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 2 400 FMV X 190 FMV X 13 180928 FMV X MUSIC EQUIPMENT 1 2340 FMV 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.