2025-02-18T12:45:35-06:00 2024-06-30 823736106 POZERSKI HATCH & COMPANY 100 LEDGEWOOD PLACE SUITE 304 ROCKLAND MA 02370 990 2023-07-01 042103964 THE CAMBRIDGE SCHOOL OF WESTON INC CAMB 7816428600 45 GEORGIAN ROAD WESTON MA 02493 ALLIE ALTMAN TREASURER 7816428600 2025-02-11 1 0 TRACI L POZERSKI CPA P00415905 7814801430 2025-02-11 2023 2025-03-06 01:10:19Z LISE CHARLIER 45 GEORGIAN ROAD WESTON MA 02493 24011136 0 X WWW.CSW.ORG X 1936 MA 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. 20 17 152 15 -2489 0 2882475 1834361 19534142 19905474 1250975 271248 311253 264010 23978845 22275093 3731727 4174105 0 0 9780801 11227254 0 0 1054071 7720575 7866476 21233103 23267835 2745742 -992742 55643984 68010508 14570649 26991316 41073335 41019192 X 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. 0 0 17989157 4174105 19978929 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. IN FY2024, THE SCHOOL HAD 225 DAY STUDENTS AND 81 BOARDING STUDENTS.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. 183371 70300 THE CAMBRIDGE SCHOOL OF WESTON OFFERED TWO SUMMER PROGRAMS FOR STUDENTS, THE BRAVE ARTS PROGRAM AND GLOBAL SUMMER ACADEMY. 18172528 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 62 0 1 152 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X SUSAN RYAN 7816428600 45 GEORGIAN ROAD WESTON MA 02493 ALLIE ALTMAN TREASURER 1.00 X X 0 0 0 LISE CHARLIER HEAD OF SCHOOL 40.00 X X 388195 0 75959 JOHN FINNERTY TRUSTEE 1.00 X 0 0 0 MICHAEL FLANAGAN TRUSTEE 1.00 X 0 0 0 ANN GORSON BOARD CHAIR; CHAIR OF DEVELOPMENT COMMITTEE 1.00 X X 0 0 0 CYNTHIA HARMON VICE CHAIR 1.00 X X 0 0 0 SNOWDEN HENRY CHAIR OF GOVERNANCE COMMITTEE 1.00 X 0 0 0 KIERNAN KINKEL BRINKMAN FACULTY REPRESENTATIVE 40.00 X 75505 0 1432 CHIN LIN SECRETARY 1.00 X X 0 0 0 JOHN THOMPSON TRUSTEE 1.00 X 0 0 0 DANIEL WOLF TRUSTEE 1.00 X 0 0 0 RANJIT RAJAMANI CHAIR OF INVESTMENT COMMITTEE 1.00 X 0 0 0 NOAH LOREN TRUSTEE 1.00 X 0 0 0 DMITRI RABIN TRUSTEE 1.00 X 0 0 0 ADRIEL RONCAL FACULTY REPRESENTATIVE 40.00 X 58498 0 13370 WILL STANSBURY TRUSTEE 1.00 X 0 0 0 NATHAN BREWER BOARD STUDENT REPRESENTATI 1.00 X 0 0 0 MICHAEL FLEMING TRUSTEE 1.00 X 0 0 0 ANN MARIE LINDQUIST TRUSTEE 1.00 X 0 0 0 ISABELLE PARKER DAY STUDENT REPRESENTATIVE 1.00 X 0 0 0 SUSAN RYAN CFO 40.00 X 210027 0 21797 ROSANNA SALCEDO DEAN OF EQUITY & INCLUSION 40.00 X 140215 0 33363 JULIE JOHNSTONE ASSISTANT HEAD OF SCHOOL 40.00 X 131097 0 6987 JENNIFER RAXTER DIRECTOR OF DEVELOPMENT 40.00 X 153957 0 14364 DIANA BARUNI DEAN OF FACULTY 40.00 X 107507 0 80181 AARON HIRSCH DEAN OF STUDENTS 40.00 X 129918 0 8505 1394919 0 255958 7 0 1 0 CULINART INC PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 1196298 JOHN T DALEY 14 BUSHWELL PARK NEWTON MA 02458 CONSTRUCTION SERVICES 435204 OUNCE IT LLC PO BOX 3137 WORCESTER MA 01613 IT SERVICES/SUPPORT 347643 COMMUNITY COUNSELING SERVICES CO INC PO BOX 824885 PHILADELPHIA PA 19182 DEVELOPMENT CONSULTING 288000 MEANDER STUDIO INC 60 CALDWELL ROAD WALTHAM MA 02453 ARCHITECTS 218719 16 1834361 73821 1834361 TUITION AND FEES 611110 19835174 19835174 SUMMER PROGRAM REVENUE 611110 70300 70300 19905474 304860 304860 283199 168776 114423 114423 -2489 116912 1525437 1360460 198589 164977 -198589 -33612 -33612 14050 8218 5832 5832 OTHER REVENUE 611110 94519 94519 APPLICATION FEES 611110 29350 29350 MEAL CHARGES 722514 19886 19886 143755 22275093 20049229 -2489 393992 4174105 4174105 632445 103111 426223 103111 8273246 6491881 1418400 362965 381503 257312 114022 10169 1270174 896106 317017 57051 669886 507805 125930 36151 34852 34852 64878 64878 49132 49132 2108869 1285249 471534 352086 62159 62159 455086 277775 159264 18047 680136 586931 88554 4651 65811 28434 23578 13799 49971 35518 11314 3139 349563 317727 24869 6967 1693954 1611861 70583 11510 235587 223278 10773 1536 TRANSPORTATION 483714 483714 MEALS 479598 429748 29795 20055 DUES AND MEMBERSHIP 148057 57734 79216 11107 PRINTING AND PUBLICATIO 132461 61142 54922 16397 772648 343097 404221 25330 23267835 18172528 4041236 1054071 3960706 1485118 5370989 6315862 1053867 1025780 52962 12635294 84979 82731 219949 179291 49204355 17960513 30076825 31243842 14103907 14357007 719800 685583 55643984 68010508 1152123 1321956 2967767 15561140 10365912 10036281 84847 71939 14570649 26991316 X 29441933 28828544 11631402 12190648 41073335 41019192 55643984 68010508 -992742 938599 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12983128 1098742 1218600 2141510 13158960 12959043 740849 1145392 1862156 12983128 17726603 1194496 -1352974 4609082 12959043 14120752 257645 3348206 17726603 13288458 456612 375682 14120752 0.31980 0.40850 0.27170 0 0 62343 62343 46737541 17129340 29608201 2404471 831173 1573298 31243842 LEASE OBLIGATION 71939 71939 19167448 938598 -4223237 -3284639 22452087 -176994 -176994 22275093 19221591 176993 176993 19044598 49132 4174105 4223237 23267835 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 XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -4,174,105. INVESTMENT EXPENSES -49,132. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -168,776. COST OF GOODS SOLD -8,218. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 168,776. COST OF GOODS SOLD 8,217. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,174,105. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 EACH YEAR, AN ADVERTISEMENT APPEARS IN THE BOSTON GLOBE NEWSPAPER AS PART OF THE ASSOCIATON FOR INDEPENDENT SCHOOLS OF NEW ENGLAND: NOTICE OF NONDISCRIMINATION POLICY TO STUDENTS". 1 NEED BASED FINANCIAL AID 105 4174105 PART I, LINE 2: FINANCIAL AID AND 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. SCHOLARSHIP FUNDS AND TUITION REMISSION AMOUNTS ARE APPLIED DIRECTLY TO STUDENTS' ACCOUNTS. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 LISE CHARLIER HEAD OF SCHOOL 388195 0 0 0 0 0 39000 0 36959 0 464154 0 0 0 SUSAN RYAN CFO 210027 0 0 0 0 0 10750 0 11047 0 231824 0 0 0 DIANA BARUNI DEAN OF FACULTY 107507 0 0 0 0 0 6090 0 74091 0 187688 0 0 0 ROSANNA SALCEDO DEAN OF EQUITY & INCLUSION 140215 0 0 0 0 0 7572 0 25791 0 173578 0 0 0 JENNIFER RAXTER DIRECTOR OF DEVELOPMENT 153957 0 0 0 0 0 0 0 14364 0 168321 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 CONSISTENT WITH PRIOR YEAR. A HEAD DISCRETIONARY FUND, IN AN AMOUNT DETERMINED BY THE BOARD DURING EACH YEAR OF THE TERM BUT NOT TO EXCEED $10,000 ANNUALLY, WILL BE MAINTAINED BY THE BOARD AS A LINE ITEM OF THE SCHOOL'S ANNUAL BUDGET. THE HEAD MAY UTILIZE THE HEAD DISCRETIONARY FUND FOR ITEMS ASSOCIATED WITH THE BUSINESS OF THE SCHOOL, AS DETERMINED BY THE HEAD CONSISTENT WITH THE HEAD'S REASONABLE BUSINESS JUDGEMENT. THE HEAD SHALL DOCUMENT SUCH COSTS IN ACCORDANCE WITH THE IRS REQUIREMENTS, AND SHALL SUBMIT FOR REIMBURSEMENT IN THE NORMAL COURSE OF OPERATIONS. A MASS DEVELOPMENT FINANCE AGENCY 043431914 2020-01-17 11440000 REFINANCE PREVIOUS BONDS 0 0 0 A 1403720 11440000 216562 11223438 2014 1 0 1 1 A 0 0 0 0 0.02500 0.02500 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 6 73821 AVERAGE TRADING PRICE 0 0 1 1 PART I, LINE 32B: ALL STOCK GIFTS ARE RECEIVED AND SOLD BY A BROKERAGE FIRM, JP MORGAN. FORM 990, PART V, LINE 13A THE SCHOOL DID NOT RECIEVE DONATIONS OF QUALIFIED INTELLECTUAL PROPERTY. THE SCHOOL DID NOT RECEIVE CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES. FORM 990, PART VI, SECTION B, LINE 11B THE DOCUMENT IN ITS ENTIRETY WAS REVIEWED BY THE SCHOOL'S HEAD 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 DONATED 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 INTERST 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 (NAIS). AS PART OF ITS SERVICES, NAIS COLLECTS STATISTICS ON INDEPENDENT SCHOOLS RANGING FROM BASIC ENROLLMENT AND GRADES SERVED THROUGH THE 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 COMPETITIOR 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 THE SCHOOLS GOVERNING DOCUMENTS, COI POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.