2025-02-28T15:17:47-06:00 2024-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2023-07-01 042429311 LANDMARK SCHOOL INC LAND 9782363202 429 HALE STREET PRIDES CROSSING MA 01965 DEAN SIDELL DIR. OF FINANCE AND OPERATIONS 9782363202 2025-02-28 1 0 JOHN G MADDEN P00142526 7813564800 2023 2025-03-06 01:10:19Z JOSHUA CLARK 429 HALE STREET PRIDES CROSSING MA 01965 76439554 0 X WWW.LANDMARKSCHOOL.ORG X 1967 MA TO ENABLE AND EMPOWER STUDENTS WITH LANGUAGE-BASED LEARNING DISABILITIES TO REALIZE THEIR EDUCATIONAL AND SOCIAL POTENTIAL THROUGH AN EXEMPLARY SCHOOL PROGRAM COMPLEMENTED BY OUTREACH AND TRAINING, DIAGNOSIS AND RESEARCH. 20 19 415 100 0 0 6787598 2162722 35054945 36799608 411037 2112330 668120 -43018 42921700 41031642 1281006 1978419 0 0 30395586 28474145 0 0 362437 10363723 9604092 42040315 40056656 881385 974986 92482262 96547661 28750930 30098385 63731332 66449276 TO ENABLE AND EMPOWER STUDENTS WITH LANGUAGE-BASED LEARNING DISABILITIES TO REALIZE THEIR EDUCAITONAL AND SOCIAL POTENTIAL THRROUGH AN EXEMPLARY SCHOOL PROGRAM COMPLEMENTED BY OUTREACH AND TRAINING, DIAGNOSSIS AND RESEARCH. 0 0 34574165 1978419 34676019 EDUCATION PROGRAMS: SPECIAL EDUCATION DAY AND RESIDENTIAL SCHOOL FOR STUDENTS IN GRADES 2-12 WITH DYSLEXIA OR OTHER LANGUAGE-BASED LEARNING DISABILITIES. AVERAGE ENROLLMENT: 491 STUDENTS 380947 335607 DAY CARE: TO PROVIDE LICENSED DAY CARE SERVICES FOR CHILDREN OF SCHOOL EMPLOYEES. AVERAGE ENROLLMENT: 19 CHILDREN 1441427 1787982 OUTREACH: TO PROVIDE TRAINING SERVICES TO EDUCATIONAL PROFESSIONALS. 5,000 INDIVIDUALS SERVED 36396539 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 48 0 415 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA NY X X DEAN SIDELL 9782363202 429 HALE STREET PRIDES CROSSING MA 01965 JOSHUA CLARK PRESIDENT/HEAD OF SCHOOL 40.00 X X 387174 0 261419 THILO HENKES CHAIR 3.00 X X 0 0 0 MICHAEL PEHL VICE CHAIR 3.00 X X 0 0 0 JOSEPH H MORGART TREASURER 3.00 X X 0 0 0 JOHN LESLIE SECRETARY 3.00 X X 0 0 0 JEFFREY ALPAUGH TRUSTEE 2.00 X 0 0 0 KAREN ALTMAN TRUSTEE 2.00 X 0 0 0 MICHAEL ALTMAN TRUSTEE 2.00 X 0 0 0 TROY BAKER TRUSTEE 2.00 X 0 0 0 WILLIAM GERSH TRUSTEE 2.00 X 0 0 0 BRANDI JOHNSON TRUSTEE 2.00 X 0 0 0 GRABRIELLA PECORARO LEONE TRUSTEE 2.00 X 0 0 0 GRETCHEN HOVER MORESCHI TRUSTEE 2.00 X 0 0 0 NICHOLAS LOPARDO LIFE TRUSTEE 2.00 X 0 0 0 SHELLEY MOSES-REED TRUSTEE 2.00 X 0 0 0 SPENCER SMITHERMAN TRUSTEE 2.00 X 0 0 0 BRIAN STEIN TRUSTEE 2.00 X 0 0 0 LISA TAFFE TRUSTEE 2.00 X 0 0 0 ALEX TATUM TRUSTEE 2.00 X 0 0 0 JENNIFER WORLEY TRUSTEE 2.00 X 0 0 0 DEAN SIDELL DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 176153 0 32111 BOB BROUDO FORMER HEAD OF SCHOOL 20.00 X 582277 0 53013 ANN LARSEN OUTREACH LEAD FACULTY 40.00 X 195607 0 11214 MICHELLE GRANESE DIRECTOR OF INST'L. ADVANCEMENT 40.00 X 142780 0 46065 WILLIAM BARRETT HEAD OF HIGH SCHOOL 40.00 X 136100 0 46670 SUSAN MADDEN DIRECTOR OF HUMAN RESOURCES 40.00 X 139504 0 25248 1759595 0 475740 14 0 1 0 SAGE 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICES 2085251 SYNERGI PARTNERS INC 151 WEST EVANS STREET FLORENCE SC 29501 EMPLOYEE RETENTION TAX CREDIT CONSULTANT 996973 BOSTON UNIVERSITY 233 BAY STATE ROAD BOSTON MA 02115 GRADUATE PROGRAM 374870 WINDOVER CONSTRUCTION 66 CHERRY HILL DRIVE BEVERLY MA 01915 BUILDING CONSTRUCTION 261850 BRENNER FACILITIES SERVICES 7 FRANKLIN ST SUITE 1 SALEM MA 01970 CLEANING SERVICES 235386 10 340363 1822359 74759 2162722 TUITION AND FEES 611600 34676019 34676019 OUTREACH 611600 1787982 1787982 DAY CARE 611600 335607 335607 36799608 1678815 1678815 35707996 37250 35311731 0 396265 37250 433515 433515 0 340363 96181 -96181 -96181 MISCELLANEOUS REVENUE 611600 53163 53163 53163 41031642 36799608 0 2069312 1978419 1978419 905593 856640 48953 21296739 20262598 881227 152914 831983 800384 22993 8606 3716430 3448474 234233 33723 1723400 1596298 111199 15903 73700 73700 96500 96500 241316 241316 2538827 2479495 53926 5406 316099 312403 3696 1809128 1771634 37494 73425 73425 FOOD SERVICE/MEALS 1988459 1988459 OTHER PROFESSIONAL FEES 1064305 266520 700853 96932 PROGRAM SUPPLIES 651420 651420 STAFF TRAINING 346960 324753 22207 403953 274366 129587 40056656 36396539 3297680 362437 394690 16815101 12587832 1174942 938006 1080377 775310 32240 24180 337660 447830 64037003 27130424 32427189 36906579 38476527 43107380 58958 55581 2079268 1310273 92482262 96547661 3240641 4844009 5795197 6363045 11218581 10839918 8496511 8051413 28750930 30098385 X 44000060 45286041 19731272 21163235 63731332 66449276 92482262 96547661 974986 1871169 -128211 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 28935217 791902 2951981 32679100 26256465 843030 1835722 28935217 22945327 4308508 -980370 17000 26256465 17833039 2883240 2246048 17000 22945327 18585716 494061 16655 1263393 17833039 0.42800 0.42790 0.14410 0 0 8295789 8295789 50746023 23368922 27377101 45058 43871 1187 2701354 2101688 599666 2248779 1615943 632836 36906579 OTHER LIABILITIES 22178 DEFERRED COMPENSATION PLAN LIABILITIES 818786 CONDITIONAL GRANT 7210449 8051413 42870781 1871169 96181 1967350 40903431 128211 128211 41031642 40152837 96181 96181 40056656 0 40056656 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 96,181. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 96,181. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION DISCLOSES ITS NONDISCRIMINATION POLICY ON ITS PUBLICLY ACCESSIBLE WEBSITE AT ALL TIMES DURING ITS TAX YEAR. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES GOVERMENT GRANTS AND EXECUTES CONTRACTS WITH CITIES AND TOWNS FOR EDUCATION SERVICES. MAKING WAVES 121587 121587 860 14258 15539 2549 GOLF EVENT 218776 218776 75 240 640 62020 340363 340363 935 240 14898 15539 64569 96181 -96181 1 FINANCIAL AID AWARDS 74 1978419 FMV CREDIT TO STUDENT ACCOUNTS PART I, LINE 2: THE ORGANIZATION USES THE SCHOOL AND STUDENT SERVICES SOFTWARE PLATFORM WHICH INCORPORATES THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (SSSBYNAIS) NEEDS ASSESSMENT METHODOLOGY TO CALCULATE THE ABILITY OF FAMILIES TO PAY TUITION AND AWARD FINANCIAL AID. X X 1 1 X X X 0 1 0 0 0 0 0 1 0 JOSHUA CLARK PRESIDENT/HEAD OF SCHOOL 374674 0 6500 0 6000 0 23470 0 237949 0 648593 0 0 0 DEAN SIDELL DIRECTOR OF FINANCE AND OPERATIONS 169146 0 7007 0 0 0 24865 0 7246 0 208264 0 0 0 BOB BROUDO FORMER HEAD OF SCHOOL 204629 0 0 0 377648 0 23943 0 29070 0 635290 0 0 0 ANN LARSEN OUTREACH LEAD FACULTY 188600 0 7007 0 0 0 7824 0 3390 0 206821 0 0 0 MICHELLE GRANESE DIRECTOR OF INST'L. ADVANCEMENT 135737 0 7043 0 0 0 14255 0 31810 0 188845 0 0 0 WILLIAM BARRETT HEAD OF HIGH SCHOOL 128577 0 7043 0 480 0 13338 0 33332 0 182770 0 0 0 SUSAN MADDEN DIRECTOR OF HUMAN RESOURCES 132461 0 7043 0 0 0 13448 0 11800 0 164752 0 0 0 PART I, LINE 7 THE SCHOOL MADE NON-FIXED PAYMENTS TOTALING $34,087 ON BEHALF OF THE FORMER HEAD OF SCHOOL IN CONNECTION WITH HIS RETIREMENT. ADDITIONALLY, THE SCHOOL MADE PAYMENTS UNDER AN ORGANIZATION WIDE BONUS PROGRAM DURING CALENDAR YEAR 2023. PART I, LINE 4B: THE SCHOOL MAINTAINED AN INTERNAL REVENUE CODE SECTION 457(F) DEFERRED COMPENSATION PLAN ("THE PLAN") ON BEHALF OF ITS FORMER HEAD OF SCHOOL. THE SCHOOL DID NOT MAKE ANY CONTRIBUTIONS TO THE PLAN DURING THE YEAR ENDED JUNE 30, 2024. THE SCHOOL PAID BOB BROUDO HIS VESTED ACCOUNT BALANCE UNDER THE PLAN TOTALING $340,801 IN MARCH 2023. A MASS DEVELOPMENT FINANCE AGENCY 043431814 2014-03-06 16000000 REFUND PRIOR BOND ISSUE, CAPITAL EXPENDITURES 0 0 0 A 5040676 16000000 93540 5779633 10126827 2016 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 A 0 PART IV, LINE 2C THE ORGANIZATION DID NOT INVEST THE BOND PROCEEDS, THEREFORE NO REBATE IS DUE. JOSHUA CLARK PRESIDENT/HEAD OF SCHOOL RENOVATIONS TO LANDMARK'S PROPERTY IN WHICH THE HEAD OF SCHOOL RESIDES X 40300 24180 0 1 1 24180 X 233 74759 FMV 0 0 0 PART I, COLUMN (B): 67 SHARES OF ADOBE (ADBE); 31 SHARES OF MICROSOFT (MSFT); 34 SHARES OF APPLE (AAPL); 35 SHARES OF COCA-COLA (KO); 36 SHARES OF PFIZER (PFE); 30 SHARES OF VANGUARD 500 INDEX ADMIRAL (VFIAX) FORM 990, PART VI, SECTION A, LINE 2 MEMBERS OF THE BOARD OF TRUSTEES KAREN ALTMAN AND MICHAEL ALTMAN ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY LANDMARK'S ACCOUNTING FIRM THAT PROVIDES A COPY OF THE FORM TO MANAGEMENT FOR REVIEW, COMMENT, AND ANY CHANGES. A COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING FOR THEIR FINAL REVIEW, COMMENT, AND ANY CHANGES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S TRUSTEES AND OFFICERS ARE COVERED UNDER THE SCHOOL'S CONFLICT OF INTEREST POLICY. ANY CONFLICTS ARE REQUIRED TO BE ANNUALLY DISCLOSED TO THE BOARD OF TRUSTEES FOR REVIEW. EACH TRUSTEE AND OFFICER SHALL PROVIDE TO THE BOARD OF TRUSTEES A DISCLOSURE STATEMENT CONTAINING ANY INTERESTED TRANSACTIONS WITH THE SCHOOL INVOLVING THE TRUSTEE OR OFFICER. INDEPENDENT TRUSTEES DETERMINE WHETHER TRANSACTIONS WITH CONFLICTS OF INTEREST SHOULD BE APPROVED AND ARE IN THE BEST INTEREST OF THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES REVIEWED COMPENSATION OF THE HEADS OF SCHOOLS OF SIMILARLY SITUATED COMPARABLE SCHOOLS IN CONNECTION WITH APPROVING THE COMPENSATION OF LANDMARK'S HEAD OF SCHOOL AND DOCUMENTATED ITS DECISION TO HIRE THE HEAD OF SCHOOL IN THE MINUTES FOR THE MEETING IN WHICH THE DECISION OCCURRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.