2013-11-15T08:49:40-06:00 2013-06-30 263753134 CBIZ TOFIAS 56 EXCHANGE TERRACE PROVIDENCE RI 02903 990 2012-07-01 042103964 THE CAMBRIDGE SCHOOL OF WESTON INC CAMB 7816428600 45 GEORGIAN ROAD WESTON MA 02493 RICK MCCREADY 7816428600 2013-11-13 1 JOHN T WILMOT P00095129 4016263200 2012 2015-11-30 17:44:51Z JANE MOULDING 45 GEORGIAN ROAD WESTON MA 02493 17983813 0 X WWW.CSW.ORG X 1936 MA SEE SCHEDULE O 32 29 254 192 0 0 1548340 1457753 14259078 15234787 105759 208486 153423 154202 16066600 17055228 2877320 2834972 0 0 8234758 8917070 0 69563 786351 4894351 5193790 16006429 17015395 60171 39833 37863933 39930762 14395574 15899414 23468359 24031348 X SEE SCHEDULE O 0 0 13524952 2748142 14928878 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 249 DAY STUDENTS AND 93 BOARDING STUDENTS. 337651 86830 395470 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. 13862603 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 93 0 1 254 1 0 0 0 0 0 0 0 0 0 0 X 32 29 1 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 1.00 X 0 0 0 DIANA BARUNI 40.00 X 44994 0 15457 CHRISTINE CHAMBERLAIN 1.00 X 0 0 0 ERIKA CHRISTAKIS 2.00 X X 0 0 0 LYSANDER CHRISTAKIS 1.00 X 0 0 0 DORIS CHRISTELIS 1.00 X 0 0 0 MARK CULLITON 2.00 X X 0 0 0 RACHAEL DORR 2.00 X X 0 0 0 CHRIS GOOTKIND 1.00 X 0 0 0 SHELLEY HAWKS 1.00 X 0 0 0 KAIKO HAYES 1.00 X 0 0 0 MARGIE PERSE 1.00 X 0 0 0 JOHN HOLLERAN 1.00 X 0 0 0 AMANI MARSHALL 010112 - 063012 40.00 X 32737 0 3527 JENNIFER JONES-CLARK 1.00 X 0 0 0 JEAN KILBOURNE 1.00 X 0 0 0 BOB METCALF 1.00 X 0 0 0 PETER THORNE 1.00 X 0 0 0 JANE MOULDING 50.00 X X 204798 0 56264 CHRISTIAN NOLEN 2.00 X X 0 0 0 DEBORAH PRESSMAN 1.00 X 0 0 0 SARITA SHAH 1.00 X 0 0 0 EDUARDO TUGENDHAT 1.00 X 0 0 0 ERIC VON HIPPEL 1.00 X 0 0 0 SUSAN WARD 7112 - 63013 2.00 X X 0 0 0 SHEILA WATSON 1.00 X 0 0 0 JOHN WELTMAN 2.00 X X 0 0 0 ANKI WOLF 2.00 X X 0 0 0 WILLIAM LAWRENCE 40.00 X 68989 0 17351 RICK MCCREADY 1.00 X 0 0 0 SUSAN VOGT 1.00 X 0 0 0 RAEKWON WALKER 1.00 X 0 0 0 PAGE WILLIAR 1.00 X 0 0 0 JOAN BERNHARDT 010112 - 063012 40.00 X 62915 0 14498 ROBERT LAVERDURE 40.00 X 121950 0 11681 JANET MINER 1112 - 123112 40.00 X 116293 0 15166 652676 0 133944 3 0 1 0 WINDOVER CONSTRUCTION INC 380 RANTOUL STREET BEVERLY MA 01915 CONSTRUCTION SERVICES 3050382 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 575485 FITZ VOGT & ASSOCIATES LTD 28 MAIN STREET WALPOLE NH 03608 FOOD SERVICE MANAGEMENT 342580 FACILITIES MGMT AND MAINT INC 108 MAVERICK STREET EAST BOSTON MA 02128 CLEANING AND JANITORIAL SERVICES 237409 OUNCEIT LLC PO BOX 538 UPTON MA 01568 IT SERVICES/SUPPORT 224176 5 67315 1390438 54589 1457753 TUITION AND FEES 900099 14839317 14839317 SUMMER PROGRAMS 900099 395470 395470 15234787 147659 147659 33600 11411 22189 22189 22189 792893 732066 60827 60827 60827 95815 67315 53363 42452 42452 180246 131745 48501 48501 MISC REVENUE - ALL OTHER 900099 41060 41060 41060 17055228 15324348 0 273127 2834972 2834972 554422 292947 203095 58380 6867207 5366995 1135889 364323 248963 197102 43835 8026 737021 604686 109471 22864 509457 374012 98691 36754 29289 29289 47362 47362 69563 69563 13069 13069 307145 244747 44043 18355 61409 20680 39454 1275 377835 377835 179911 148827 17463 13621 76424 36634 14385 25405 348882 348882 1181840 1181840 77929 77929 EQUIPMENT RENTAL AND MA 456300 359202 97098 DINING EXPENSES 334663 334663 CLEANING SERVICES 259313 259313 INSTRUCTIONAL SUPPORT E 222594 222594 1219825 578743 473297 167785 17015395 13862603 2366441 786351 7660 14360 6456159 6963293 827134 800997 45791 118016 21679 33693 365317 338149 35134330 11296425 22782518 23837905 7079000 7555423 278675 268926 37863933 39930762 1481240 1349106 5299096 6307049 7608125 8153259 7113 90000 14395574 15899414 X 17898224 17796103 1983826 2553334 3586309 3681911 23468359 24031348 37863933 39930762 39833 523156 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7200669 621592 718631 643330 7897562 5018084 2090247 92338 7200669 4084390 127199 806495 5018084 3421506 535684 -127200 4084390 4722263 -1175551 125206 3421506 0.43680 0.39200 0.17120 0 0 62343 62343 667800 29544453 7863980 22348273 3986749 3068318 918431 872985 364127 508858 23837905 X 14886568 523156 143156 666312 14220256 2834972 2834972 17055228 14323579 143156 143156 14180423 2834972 2834972 17015395 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 131,745. RENTAL EXPENSES 11,411. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,834,972. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 131,745. RENTAL EXPENSES 11,411. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,834,972. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 MARTS & LUNDY INC 1200 WALL STREET WEST LYNDHURST NJ 07071 CONSULTING 0 0 69563 0 69563 AUCTION BENEFIT 163130 67315 95815 10307 43056 163130 67315 95815 10307 43056 53363 42452 1 NEED-BASED FINANCIAL AID 97 2592142 FMV SCHOLARSHIPS TUITION REMISSION 47 242830 FMV TUITION REMISSION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 204798 0 0 0 0 0 10450 0 45814 0 261062 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 $33,600, 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 2011-02-02 11000000 REFINANCING, CONSTRUCTION OF A NEW DORM AND OTHER CAPITAL IMPROVEMENTS. 0 0 0 A 11000000 215700 8243900 2535000 2011 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 81500 NEED-BASED SCHOLARSHIPS FINANCIAL AID GRANTED TO THE CHILDREN OF TRUSTEES 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 19 35650 FMV X 1260 FMV X 6 15789 X 2 290 FMV X PHOTOGRAPHY EQUIPMENT 2 1200 ESTIMATE OF FMV X FACILITIES EQUIPMENT 1 400 ESTIMATE OF FMV 0 1 0 MISSION STATEMENT 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 A, LINE 2 TRUSTEE ERIKA CHRISTAKIS IS THE MOTHER OF TRUSTEE AND STUDENT REPRESENTATIVE, LYSANDER CHRISTAKIS. 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 EXPLANATION FOR LINE 2C FORM 990, PART XII - FINANCIAL STATEMENTS AND REPORTING RESPONSIBILITIES OF THE AUDIT COMMITTEE HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. EXPLANATION FOR QUESTION 7G FORM 990, PART V - STATEMENT REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE THE SCHOOL DID NOT RECEIVE DONATIONS OF QUALIFIED INTELLECTUAL PROPERTY. EXPLANATION FOR QUESTION 7H 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.