2024-03-20T16:04:09-05:00 2022-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2021-07-01 020511096 Becket Academy BECK 6039865376 PO Box 325 Orford NH 03777 Jay Wolter President 6039865376 2024-03-14 1 Jay Wolter 999009999 Melissa Magoon CPA P01712842 2077752387 2024-03-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X Jay Wolter PO Box 325 Orford NH 03777 60434876 0 X N/A X 2000 ME Operation of a school and residential treatment facility for children and troubled youth. 7 6 1084 7 0 0 2033658 2346897 52193633 57701211 31195 72446 198960 228093 54457446 60348647 750000 0 0 0 30824679 36370340 0 0 0 18740278 21688616 50314957 58058956 4142489 2289691 33976889 39812230 13519468 17065118 20457421 22747112 Operation of school and residential treatment facilities for at risk children and youth, and group shared living homes for developmentally disabled adults and other adults with mental health impairments. 0 0 51545649 57701211 Tuition, room, board and related expenses of operating a school, residential treatment facilities, as well as group and shared homes for developmentally disabled adults, plus related ancillary programs. 51545649 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 168 0 1 1084 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH MA X Tammy Olsen 6033539102 PO Box 325 Orford NH 03777 Cam Brown Trustee 1.00 0.00 X 0 0 0 John Chobanian Trustee 1.00 2.00 X 0 0 0 Kevin Dowd Trustee 1.00 1.00 X 0 0 0 Dave Eve Trustee 1.00 0.00 X 0 0 0 Oliva Peros Trustee 1.00 1.00 X 0 0 0 Jim Reagan Trustee 4.00 4.00 X 0 60004 0 Joan Wolter Trustee 2.00 0.00 X 0 0 0 Lisa D'Innocenzo Executive Director 40.00 0.00 X 117697 0 16939 Jay Wolter President 40.00 8.00 X 248001 50000 37298 Brad Ulmer Vice President 40.00 0.00 X 328196 0 23165 Justin Gifford Vice President 40.00 0.00 X 209888 0 17878 David Chabot Secretary & Chief Legal & Employment Affairs Offic 40.00 2.00 X 229056 0 17490 Tammy Olsen Controller 40.00 0.00 X 176783 0 30978 Jennifer Cordaro Program Director 40.00 0.00 X 183728 0 8966 Mark Tecca Chief Financial Planning Officer 40.00 0.00 X 149396 0 32791 Bryant Patten Chief Technology Officer 40.00 0.00 X 150769 0 7355 Fred French Program Director 40.00 0.00 X 107691 0 41956 1901205 110004 234816 15 0 1 0 Pasang Dhondup 4 Kinsman Ln Merrimack NH 03054 Client Services 182368 All-Access InfoTech LLC PO Box 109 Orford NH 03777 Information Technology 178751 Kunti Gurung 72 Nashua Rd Bedford NH 03110 Client Services 150319 Thrive 25 Forbes Boulevard Suite 3 Foxboro MA 02035 Information Technology 148723 BerryDunn 100 Elm St 4th Floor Manchester NH 03101 Financial Services 134620 13 2334039 12858 2346897 Tuition, Room & Board, etc 611600 56529773 56529773 Management Fees 611600 885506 885506 Miscellaneous Revenue 611600 249186 249186 State Nutrition Revenue 611600 36746 36746 57701211 76175 76175 228093 0 228093 228093 228093 82500 85546 683 -85546 81817 -3729 -3729 60348647 57701211 0 300539 1245607 1126074 119533 28193503 25732416 2461087 512923 354834 158089 3767132 3270036 497096 2651175 2304450 346725 17978 17978 151450 151450 830985 745334 85651 7790 5505 2285 2012732 1504539 508193 2761766 2349411 412355 1059546 789942 269604 356161 272175 83986 699268 499822 199446 1346657 970534 376123 754716 553366 201350 Provider stipends 9492077 9492077 Miscellaneous 1480040 857684 622356 Service Provider Tax 638876 638876 Bad Debt Expense 78574 78574 58058956 51545649 6513307 0 X 9978134 12108111 1365476 1886216 4936256 6118735 717596 651326 258557 248955 25209432 7433839 14894849 17775593 1826021 1023294 33976889 39812230 3923721 3580198 9595747 11595825 0 1889095 13519468 17065118 X 20457421 22747112 20457421 22747112 33976889 39812230 2289691 0 X 0 1 X 1 1 1 X 406893 2033658 2346897 4787448 31089098 33743877 46765054 52193633 57701211 221492873 31089098 33743877 47171947 54227291 60048108 226280321 0 0 0 226280321 107798 101852 114692 222199 304268 850809 107798 101852 114692 222199 304268 850809 31196896 33845729 47286639 54449490 60352376 227131130 0.99630 0.99660 0.00370 0.00340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2379379 2379379 16425156 7433839 8991317 1350291 1350291 1542233 1542233 3512373 3512373 17775593 COVID Funding Advances 523198 Deferred Compensation 200000 Due to Related Parties 1165897 1889095 Schedule D, Part VI: Several years ago, at the request of the Organization's auditors, accumulated depreciation was consolidated into one account. Therefore, the Organization maintains no categorical breakdown of accumulated depreciation into Schedule D allotted segments. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Brad Ulmer Vice President 328196 0 0 0 0 0 11462 0 11703 0 351361 0 0 0 Jay Wolter President 248001 50000 0 0 0 0 9251 0 28047 0 285299 50000 0 0 David Chabot Secretary & Chief Legal & Employment 229056 0 0 0 0 0 8400 0 9090 0 246546 0 0 0 Justin Gifford Vice President 209888 0 0 0 0 0 8440 0 9438 0 227766 0 0 0 Tammy Olsen Controller 176783 0 0 0 0 0 6435 0 24543 0 207761 0 0 0 Jennifer Cordaro Program Director 183728 0 0 0 0 0 0 0 8966 0 192694 0 0 0 Mark Tecca Chief Financial Planning Officer 149396 0 0 0 0 0 0 0 32791 0 182187 0 0 0 Bryant Patten Chief Technology Officer 150769 0 0 0 0 0 6070 0 1285 0 158124 0 0 0 Form 990, Item B: Amended Return Explanation The Organziation had amended its Form 990 for the period June 30, 2022 to include the activity of Maine School Solutions, LLC, a disregarded entity. Accordinly, the following part and schedules have been amended: 1. Form 990, Part III: Line 4a program expenses and revenue have been adjusted. 2. Form 990, Part VIII: Revenue amounts have been adjusted to agree to audited financials statements. 3. Form 990, Part IX: Expense amounts have been adjusted to agree to audited financials statements. 4. Form 990, Part X: Column B end of year Balance Sheet Assets, Liabilities, & Net Assets have been adjusted to agree to audited financial statements. 5. Form 990, Part XI: Lines 1-10 have been adjusted accordingly. 6. Scheudle A, Part III: Column E for the 2021 year have been adjusted to reflect the changes on Form 990 Part VIII. 7. Schedule B, Part I: Contributor number 1 has been adjusted to include contributions made through Maine School Solutions, LLC. 8. Schedule D, Part VI: Lines 1b - 1e have been adjusted to include the fixed assets associated with Maine School Solutions, LLC. 9. Schedule D, Part XI and Part XII have been removed due to no longer being required. 10. Schedule R, Part I: Added Maine School Solutions, LLC as a disregarded entity. Form 990, Part VI, Section A, line 2 Joan Wolter, Trustee, is the mother of Jay Wolter, President. Form 990, Part VI, Section B, line 11b The independent accounting firm in charge of conducting the audit, presents the Form 990 to the management team, who reviews, and then presents to the Audit Committee, which approves and makes available to the full board prior to its filing. A copy is also reviewed by the Organization's President. Form 990, Part VI, Section B, line 12c Conflicts of interest are reviewed at the board level in connection with any transaction and also via an annual disclosure process documented in the board minutes. To formalize this process, the disclosure of conflicts is on the agenda of every annual board meeting, and as applicable, during other meetings of the board. Form 990, Part VI, Section B, line 15 The board reviews external data, deliberates, and determines the appropriate level of compensation. The process is documented in the minutes and dialogue takes place outside of the presence of the officer. In the case of key employees hired by the President, external benchmarking data from reputable sources are evaluated. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, or financial statements available to the public on request. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Becket Academy PO Box 325 Orford, NH 03777 EIN: 02-0511096 Becket Academy is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Oliverian Land & Cattle Co LLC PO Box 325 Orford NH 03777 260056687 Real estate holding company NH Becket Academy Next Steps Community Services LLC PO Box 325 Orford NH 03777 854121315 Group home management NH 7764685 1640321 Becket Academy Maine School Solutions LLC 744 Oakland Rd Belgrade ME 049173411 851574450 Community/Behavioral Health Agency ME 5180857 3077954 Becket Academy Mountain Valley Treatment Center PO Box 325 Orford NH 03777 451619072 Residential treatment for adolescents struggling with anxiety disorders NH 501(c)(3) Line 10 Becket Academy 1 1 0 0 1 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0 Mountain Valley Treatment Center D 651312 FMV Mountain Valley Treatment Center A 187977 FMV