2012-11-14T15:10:28-06:00 2012-06-30 263753134 CBIZ TOFIAS 56 EXCHANGE TERRACE PROVIDENCE RI 02903 990 2011-07-01 042103964 THE CAMBRIDGE SCHOOL OF WESTON INC CAMB 7816428600 45 GEORGIAN ROAD WESTON MA 02493 SUSAN WARD 7816428600 2012-11-09 1 JOHN T WILMOT P00095129 4016263200 2011 2016-02-24 21:20:13Z JANE MOULDING 45 GEORGIAN ROAD WESTON MA 02493 32109664 0 X WWW.CSW.ORG X 1936 MA SEE SCHEDULE O 29 25 238 192 0 0 783109 1548340 13767877 14259078 109429 105759 160651 153423 14821066 16066600 2633246 2877320 0 0 7382038 8234758 0 0 673174 4537298 4894351 14552582 16006429 268484 60171 37455202 37863933 14025507 14395574 23429695 23468359 X SEE SCHEDULE O 0 0 12801362 2769975 14005625 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 88 BOARDING STUDENTS. 311324 107345 278465 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. 13112686 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 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 0 1 82 0 1 238 1 0 0 0 0 0 0 0 0 0 0 X 29 25 1 0 0 0 0 0 0 1 1 0 0 1 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 AUNDRE BUMGARDNER 1.00 X 0 0 0 CHRISTINE CHAMBERLAIN 1.00 X 0 0 0 ERIKA CHRISTAKIS 1.00 X 0 0 0 LYSANDER CHRISTAKIS 1.00 X 0 0 0 DORIS CHRISTELIS 1.00 X 0 0 0 MARK CULLITON 1.00 X X 0 0 0 RACHAEL DORR 1.00 X X 0 0 0 CHRIS GOOTKIND 1.00 X 0 0 0 KAIKO HAYES 1.00 X 0 0 0 MARGIE PERSE 1.00 X 0 0 0 LISA HIRSCH 40.00 X 65871 0 28948 JOHN HOLLERAN 1.00 X 0 0 0 AMANI MARSHALL 40.00 X 52453 0 6837 JENNIFER JONES-CLARK 1.00 X 0 0 0 JEAN KILBOURNE 1.00 X 0 0 0 CHARLO MAURER 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 191436 0 53065 CHRISTIAN NOLEN 1.00 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 2.00 X X 0 0 0 SHEILA WATSON 2.00 X X 0 0 0 JOHN WELTMAN 2.00 X X 0 0 0 ANKI WOLF 2.00 X X 0 0 0 ROBERT LAVERDURE 40.00 X 112039 0 10310 JANET MINER 40.00 X 109760 0 17349 531559 0 116509 3 0 1 0 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 748000 FACILITIES MGMT AND MAINT INC 108 MAVERICK STREET EAST BOSTON MA 02128 CLEANING AND JANITORIAL SERVICES 257535 ECK MACNEELY ARCHITECTS INC 560 HARRISON AVENUE STE 403 BOSTON MA 02118 ARCHITECTURAL SERVICES 253752 OUNCEIT LLC PO BOX 538 UPTON MA 01568 IT SERVICES/SUPPORT 188739 BEDFORD CHARTER SERVICE INC 11 RAILROAD AVENUE BEDFORD MA 01730 TRANSPORTATION 170207 5 17305 1531035 720300 1548340 TUITION AND FEES 900099 13980613 13980613 SUMMER PROGRAMS 900099 278465 278465 14259078 95552 95552 33600 8199 25401 25401 25401 15922628 15912421 10207 10207 10207 86542 17305 11380 75162 75162 138912 111064 27848 27848 MISCELLANEOUS REVENUE 900099 25012 25012 25012 16066600 14284090 0 234170 2877320 2877320 502235 264914 180698 56623 6255473 5030503 874162 350808 249695 200323 39587 9785 729523 615924 78769 34830 497832 347438 109827 40567 59064 59064 47115 47115 22641 22641 261226 216285 22732 22209 43711 7364 35446 901 400131 400131 138746 83307 32419 23020 57698 16747 14341 26610 320819 320819 1008891 1008891 72339 72339 EQUIPMENT RENTAL AND MA 459168 378709 80459 CONSULTANTS 332134 1748 330386 DINING EXPENSES 282385 282385 CLEANING SERVICES 230477 230477 1157806 757062 292923 107821 16006429 13112686 2220569 673174 10517 7660 10163926 6456159 1203144 827134 82239 45791 12389 21679 243676 365317 32906855 10124337 20493635 22782518 7079000 4962101 283575 278675 37455202 37863933 1089406 1481240 5592373 5299096 7322261 7608125 21467 7113 14025507 14395574 X 17968050 17898224 2445717 1983826 3015928 3586309 23429695 23468359 37455202 37863933 X 60171 -21507 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5018084 2090247 92338 7200669 4084390 127199 806495 5018084 3421506 535684 -127200 4084390 4722263 -1175551 125206 3421506 0.49450 0.35060 0.15490 0 0 62343 62343 660200 24814777 6981809 18493168 3760027 2806464 953563 3609508 336064 3273444 22782518 16066600 16006429 60171 -21507 -21507 38664 13287036 -21507 119263 97756 13189280 2877320 2877320 16066600 13248372 119263 119263 13129109 2877320 2877320 16006429 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: 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 XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 111,064. RENTAL EXPENSES 8,199. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,877,320. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 111,064. RENTAL EXPENSES 8,199. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,877,320. 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" AUCTION BENEFIT 103847 17305 86542 362 2815 100 8103 103847 17305 86542 362 2815 100 8103 11380 75162 1 NEED-BASED FINANCIAL AID 119 2639125 FMV SCHOLARSHIPS TUITION REMISSION 31 238195 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 191436 0 0 0 0 0 9763 0 43302 0 244501 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. MASS DEVELOPMENT FINANCE AGENCY 043431815 2011-02-02 11000000 REFINANCING, CONSTRUCTION OF A NEW DORM AND OTHER CAPITAL IMPROVEMENTS. 0 0 0 11000000 215700 7553236 3231064 2011 1 0 0 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 SEE PART V SEE PART V 41000 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 9 4890 X 2083 FMV X 12390 FMV X 8 638085 FMV X 10 10510 FMV X 4 910 FMV X PHOTOGRAPHY EQUIPMENT 1 1200 ESTIMATE OF FMV X OTHER 105 49132 ESTIMATE OF FMV X FACILITIES EQUIPMENT 1 800 ESTIMATE OF FMV X COMPUTER EQUIPMENT 1 300 ESTIMATE OF FMV 0 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 990 IS REVIEWED BY THE SCHOOL'S TREASURER & BOARD CHAIR AND DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -21,507. 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. SCHEDULE K, PART V WRITTEN PROCEDURES ENSURING THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED WILL BE ESTABLISHED SUBSEQUENT TO FISCAL YEAR-END 6/30/2012, BUT PRIOR TO THE FILING OF THIS 990.