2014-11-17T10:43:17-06:00 2014-06-30 263753134 CBIZ TOFIAS 56 EXCHANGE TERRACE PROVIDENCE RI 02903 990 2013-07-01 042103964 THE CAMBRIDGE SCHOOL OF WESTON INC CAMB 7816428600 45 GEORGIAN ROAD WESTON MA 02493 RICK MCCREADY TREASURER 7816428600 2014-11-11 1 JOHN T WILMOT P00095129 4016263200 2013 2015-11-30 17:44:51Z JANE MOULDING 45 GEORGIAN ROAD WESTON MA 02493 22175851 0 X WWW.CSW.ORG X 1936 MA SEE SCHEDULE O 29 26 260 65 0 0 1457753 5041149 15234787 15912232 208486 334230 154202 94842 17055228 21382453 2834972 2994825 0 0 8917070 9213090 69563 46614 673767 5193790 5143448 17015395 17397977 39833 3984476 39930762 45566477 15899414 16704626 24031348 28861851 X SEE SCHEDULE O 0 0 13847113 2906615 15560825 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 246 DAY STUDENTS AND 94 BOARDING STUDENTS. 366423 88210 422140 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. 14213536 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 89 0 1 260 1 0 0 0 0 0 0 0 0 0 0 X 29 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X ROBERT R LAVERDURE 7816428643 45 GEORGIAN ROAD WESTON MA 02493 BEN ALIMANSKY TRUSTEE 1.00 X 0 0 0 DIANA BARUNI FACULTY REPRESENTATIVE 40.00 X 51959 0 15756 CHRISTINE CHAMBERLAIN TRUSTEE 1.00 X 0 0 0 ERIKA CHRISTAKIS TRUSTEE 1.00 X 0 0 0 RACHAEL DORR SECRETARY 2.00 X X 0 0 0 CHRIS GOOTKIND TRUSTEE 1.00 X 0 0 0 SHELLEY HAWKS TRUSTEE 1.00 X 0 0 0 KAIKO HAYES TRUSTEE 1.00 X 0 0 0 MARGIE PERSE TRUSTEE 1.00 X 0 0 0 JENNIFER JONES CLARK TRUSTEE 1.00 X 0 0 0 BOB METCALF TRUSTEE 1.00 X 0 0 0 PETER THORNE ASSISTANT SECRETARY 2.00 X X 0 0 0 JANE MOULDING HEAD OF SCHOOL 50.00 X X 210616 0 57089 CHRISTIAN NOLEN CHAIR OF BOARD 2.00 X X 0 0 0 DEBORAH PRESSMAN TRUSTEE 1.00 X 0 0 0 SARITA SHAH TRUSTEE 1.00 X 0 0 0 EDUARDO TUGENDHAT TRUSTEE 1.00 X 0 0 0 SHEILA WATSON VICE CHAIR OF BOARD 2.00 X X 0 0 0 RICHARD MCCREADY TREASURER 2.00 X X 0 0 0 SUSAN VOGT ASSISTANT TREASURER 2.00 X X 0 0 0 NINA FIALKOW TRUSTEE 1.00 X 0 0 0 PHILLIP DENORMANDIE TRUSTEE 1.00 X 0 0 0 ANNE-MARIE FITZGERALD TRUSTEE 1.00 X 0 0 0 DEBORAH KAHN TRUSTEE 1.00 X 0 0 0 CHLOE KNOPP STUDENT REPRESENTATIVE 1.00 X 0 0 0 MORT ROSENTHAL TRUSTEE 1.00 X 0 0 0 MARK SANTA MARIA FACULTY REPRESENTATIVE 40.00 X 72798 0 25572 JACK WELCH TRUSTEE 1.00 X 0 0 0 ELLA WILLIAMS STUDENT REPRESENTATIVE 1.00 X 0 0 0 ROBERT LAVERDURE DIR. OF FINANCE & OPS 40.00 X 139188 0 30018 THOMAS EVANS VISUAL ARTS TEACHER/COORDINATOR OF SPEC. PROJ 40.00 X 101348 0 17766 575909 0 146201 3 0 1 0 CULINART INC 175 SUNNYSIDE BLVD PLAINVIEW NY 11803 FOOD SERVICE 690435 FACILITIES MGMT AND MAINT INC 108 MAVERICK STREET EAST BOSTON MA 02128 CLEANING AND JANITORIAL SERVICES 366555 BEDFORD CHARTER SERVICE 11 RAILROAD AVENUE BEDFORD MA 01730 TRANSPORTATION 186469 STANMAR INC 321 COMMONWEALTH AVENUE WAYLAND MA 01778 DESIGN/CONSTR CONSULTING 166665 OUNCEIT LLC PO BOX 538 UPTON MA 01568 IT SERVICES/SUPPORT 159976 5 10875 5030274 979780 5041149 TUITION AND FEES 900099 15490092 15490092 SUMMER PROGRAMS 900099 422140 422140 15912232 157142 157142 35600 8950 26650 26650 26650 839031 661943 177088 177088 177088 6000 10875 8541 -2541 -2541 161490 113964 47526 47526 MISC REVENUE - ALL OTHER 900099 23207 23207 23207 21382453 15982965 0 358339 2994825 2994825 569174 286926 222378 59870 7069593 5540375 1190419 338799 270755 207382 49384 13989 730747 582700 126053 21994 572821 428791 106339 37691 35287 35287 48725 48725 46614 46614 14319 14319 253510 186025 45078 22407 46925 13240 33612 73 427010 427010 170092 125601 33291 11200 44053 29048 11139 3866 349099 349099 1181154 1181154 87874 87874 EQUIPMENT RENTAL AND MA 397659 300560 97099 DINING EXPENSES 337024 337024 CLEANING SERVICES 291828 291828 INSTRUCTIONAL SUPPORT E 250159 250159 1208730 593915 497551 117264 17397977 14213536 2510674 673767 14360 52304 6963293 8998253 800997 3075948 118016 50799 33693 36898 338149 403098 36085531 12467312 23837905 23618219 7555423 9038777 268926 292181 39930762 45566477 1349106 1434149 6307049 7198862 8153259 8001615 90000 70000 15899414 16704626 X 17796103 18808693 2553334 6257980 3681911 3795178 24031348 28861851 39930762 45566477 3984476 846027 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7897562 144593 1144476 9186631 7200669 621592 718631 643330 7897562 5018084 2090247 92338 7200669 4084390 127199 806495 5018084 3421506 535684 -127200 4084390 0.45850 0.34490 0.19660 0 0 62343 62343 685500 29865812 8787201 21764111 4120776 3288782 831994 1351100 391329 959771 23618219 X 19356569 846027 122914 968941 18387628 2994825 2994825 21382453 14526066 122914 122914 14403152 2994825 2994825 17397977 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 113,964. RENTAL EXPENSES 8,950. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,994,825. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 113,964. RENTAL EXPENSES 8,950. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,994,825. 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 1 ABBY VON SCHLAGEL 228 MAIN STREET SUITE 272 WILLIAMSTOWN MA 01267 CONSULTING 0 0 32533 -32533 THE SPENCER GROUP 130 SOUTH WILLARD STREET BURLINGTON VT 05401 DIRECT MAILING AND MARKETING 0 0 14081 -14081 46614 -46614 SPRING FLING 16875 10875 6000 8541 16875 10875 6000 8541 8541 -2541 1 NEED-BASED FINANCIAL AID 122 2740309 FMV SCHOLARSHIPS TUITION REMISSION 25 254516 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 210616 0 0 0 0 0 10755 0 46334 0 267705 0 0 0 ROBERT LAVERDURE DIR. OF FINANCE & OPS 139188 0 0 0 0 0 7070 0 22948 0 169206 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 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 RECEIVED BY CSW ON A COMPARABLE HOUSE ON THE SCHOOL'S PROPERTY. A MASS DEVELOPMENT FINANCE AGENCY 043431815 2014-03-25 10615900 REFINANCING AND CAPITAL IMPROVEMENTS TO CAMPUS. 0 0 0 A 10615900 33522 8103273 2512627 2014 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 SEE EXPLANATION BELOW SEE PART V 33000 NEED-BASED SCHOLARSHIPS FORM 990, SCHEDULE L, PART III FINANCIAL AID GRANTED TO TRUSTEES OR THEIR CHILDREN 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 80 140450 VALUE PER APPRAISAL X 19 839330 FMV 0 1 0 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 11 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.