Nonprofit · EIN 04-2145258
CARROLL SCHOOL CORP
Tax-exempt · LINCOLN, MA 01773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $48,795,318 | $33,421,899 | $15,373,419 | $101,839,760 | $13,136,621 | $88,703,139 |
| June 30, 2024 | 990 | $34,381,225 | $32,478,188 | $1,903,037 | $91,739,760 | $13,493,325 | $78,246,435 |
| June 30, 2023 | 990 | $35,710,480 | $29,402,432 | $6,308,048 | $84,066,509 | $13,032,776 | $71,033,733 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,124,363
- Program service revenue
- $31,291,377
- Investment income
- $12,234,334
- Net gain from sales of assets
- $10,999,660
- Other revenue
- $145,244
Expenses
- Grants and similar amounts paid
- $4,652,393
- Compensation of officers, directors and key employees
- $1,043,999
- Other salaries and wages
- $16,635,226
- Salaries, compensation and benefits (total)
- $21,894,739
- Professional fundraising fees
- $0
- Legal fees
- $116,994
- Accounting fees
- $78,267
- Occupancy
- $1,957,002
- Depreciation
- $1,313,097
- Program services (functional)
- $28,917,327
- Management and general (functional)
- $3,151,471
- Fundraising (functional)
- $1,353,101
Balance sheet and other
- Total assets, start of year
- $91,739,760
- Total assets, end of year
- $101,839,760
- Total liabilities, end of year
- $13,136,621
- Net assets, end of year
- $88,703,139
- Land, buildings and equipment
- $29,395,899
- Publicly traded securities
- $59,262,679
- Net assets without donor restrictions
- $56,828,613
- Net assets with donor restrictions
- $31,874,526
- Gross receipts
- $86,054,772
- Employees
- 346
- Volunteers
- 156
- Year formed
- 1952
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RENEE GREENFIELD | HEAD OF SCHOOL Officer | 40 | $325,115 | $53,468 |
| JUDI SELDIN | ASSISTANT HOS (THRU 6/2024) Officer | 40 | $229,419 | $31,435 |
| JENNIFER BROCK | HEAD OF PRODUCT/COG. INTERVENTION Highest-paid employee | 40 | $175,631 | $43,927 |
| MEAGHAN KILIAN | EXEC. DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $178,494 | $37,631 |
| STACEY DANIELS | ASST. HOS-STRATEGY & ENROLLMENT Officer | 40 | $148,152 | $51,503 |
| DEBORAH MCCARTHY | CFO Officer | 40 | $150,324 | $42,943 |
| GRETCHEN MCAULIFFE | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $125,131 | $40,167 |
| DETRA WATSON | LOWER SCHOOL DIV. HEAD Highest-paid employee | 40 | $135,035 | $18,649 |
| ALLISON WEST | MIDDLE SCHOOL DIV. HEAD Highest-paid employee | 40 | $132,587 | $13,145 |
| CHRIS RENYI | ASST. HOS-OPERATIONS & STRATEGY Officer | 40 | $87,731 | $15,713 |
| DEVIN O'REILLY | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JESSICA TURCO | VICE CHAIR & CHAIR STRATEGIC PLAN. Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY B O'BRIEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD WATERS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LAWSON ALBRIGHT | CHAIR ADVANCEMENT COMMITTEE Trustee or director | 1 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN BLACK | CHAIR ADVANCEMENT COMMITTEE Trustee or director | 1 | $0 |
| DEAN DIMIZAS | CHAIR INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| STEVE KAPLAN | CHAIR FACILITIES COMMITTEE Trustee or director | 1 | $0 |
| CHRISTINE MARAGANORE | CHAIR GOVERNANCE COMMITTEE Trustee or director | 1 | $0 |
| HEIDI WEBSTER | CHAIR FAMED COMMITTEE Trustee or director | 1 | $0 |
| AMY ANDERSON | TRUSTEE Trustee or director | 1 | $0 |
| DEVON ANGELINI | TRUSTEE Trustee or director | 1 | $0 |
| ERNIE ANGUILLA | TRUSTEE Trustee or director | 1 | $0 |
| SYDNEY ASBURY | TRUSTEE Trustee or director | 1 | $0 |
| STEVE BALDINI | TRUSTEE Trustee or director | 1 | $0 |
| TETE COBBLAH | TRUSTEE Trustee or director | 1 | $0 |
| KEN FRIEZE | TRUSTEE Trustee or director | 1 | $0 |
| ELEANOR GILBANE | TRUSTEE Trustee or director | 1 | $0 |
| NICOLE GILMORE | TRUSTEE Trustee or director | 1 | $0 |
| COLLEEN GRADY | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN HO | TRUSTEE Trustee or director | 1 | $0 |
| GRETCHEN LARKIN | TRUSTEE Trustee or director | 1 | $0 |
| MARY LOEKEN PHD | TRUSTEE Trustee or director | 1 | $0 |
| LIZ MORNINGSTAR | TRUSTEE Trustee or director | 1 | $0 |
| JOSEPH O'CONNOR | TRUSTEE Trustee or director | 1 | $0 |
| PAUL RODRIGUEZ | TRUSTEE Trustee or director | 1 | $0 |
| KATHERINE SCHANTZ | TRUSTEE Trustee or director | 1 | $0 |
| BECKY KIDDER SMITH | TRUSTEE Trustee or director | 1 | $0 |
| JUANITA ZERBA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JUDI SELDIN | ASSISTANT HEAD OF SCHOOL (THRU 6/24) Officer | 40 | $327,825 | $60,001 |
| RENEE GREENFIELD | HEAD OF SCHOOL Officer | 40 | $314,301 | $49,962 |
| JENNIFER BROCK | HEAD OF PRODUCT/COG. INTERVENTION Highest-paid employee | 40 | $168,295 | $42,942 |
| DEBORAH MCCARTHY | CFO Officer | 40 | $145,847 | $41,310 |
| STACEY DANIELS | CHIEF ENROLLMENT AND FA OFFICER Highest-paid employee | 40 | $135,842 | $50,262 |
| STEVE WILKINS | FORMER HEAD OF SCHOOL Former | 0 | $184,383 | $0 |
| GRETCHEN MCAULIFFE | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $119,940 | $39,659 |
| ALLISON WEST | MIDDLE SCHOOL DIV. HEAD Highest-paid employee | 40 | $130,808 | $11,789 |
| MARGARET KUZMICZ | LOWER SCHOOL CAMPUS ADMIN. Highest-paid employee | 40 | $128,241 | $8,143 |
| DEVIN O'REILLY | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| TIMOTHY CONNELLY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RENA CLARK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY B O'BRIEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| COREY GRIFFIN | CHAIR GOVERNANCE COMMITTEE Trustee or director | 1 | $0 | $0 |
| ROBERT HIGGINS | CHAIR STRATEGIC PLANNING COMMITTEE Trustee or director | 1 | $0 | $0 |
| HEIDI WEBSTER | CHAIR FAMED COMMITTEE Trustee or director | 1 | $0 | $0 |
| LAWSON ALBRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERNIE ANGUILLA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE BALDINI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN BLACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TETE COBBLAH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELEANOR GILBANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICOLE GILMORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHLEEN HO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE KAPLAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BECKY KIDDER SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DIANA KNIGHTLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROLINE KUHLMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRETCHEN LARKIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY LOEKEN PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINE MARAGANORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LIZ MORNINGSTAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL RODRIGUEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE SCHANTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESSICA TURCO | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RENEE GREENFIELD | HEAD OF SCHOOL Officer | 40 | $303,245 | $44,864 |
| JUDI SELDIN | ASSISTANT HEAD OF SCHOOL Officer | 40 | $275,053 | $50,578 |
| JENNIFER BROCK | HEAD OF PRODUCT/COG. INTERVENTION Highest-paid employee | 40 | $162,740 | $39,135 |
| PATRICK SYLVESTER | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $160,702 | $27,171 |
| STEVE WILKINS | HEAD MENTOR (PAST HOS) Former | 40 | $164,200 | $17,061 |
| DEBORAH MCCARTHY | CFO Officer | 40 | $142,917 | $37,636 |
| STACEY DANIELS | CHIEF ENROLLMENT AND FA OFFICER Highest-paid employee | 40 | $129,755 | $46,053 |
| SUSAN KINGMAN | LOWER SCHOOL DIV. HEAD Highest-paid employee | 40 | $138,349 | $7,667 |
| ALLISON WEST | MIDDLE SCHOOL DIV. HEAD Highest-paid employee | 40 | $127,357 | $9,994 |
| DEVIN O'REILLY | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| TIMOTHY CONNELLY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RENA CLARK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY B O'BRIEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| COREY GRIFFIN | CHAIR GOVERNANCE COMMITTEE Trustee or director | 1 | $0 | $0 |
| ROBERT HIGGINS | CHAIR STRATEGIC PLAN. COMM. Trustee or director | 1 | $0 | $0 |
| LAWSON ALBRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE BALDINI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN BLACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TETE COBBLAH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICOLE GILMORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHLEEN HO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE KAPLAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BECKY KIDDER SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DIANA KNIGHTLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROLINE KUHLMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRETCHEN LARKIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINE MARAGANORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ZACHARY MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM O'BRIEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAURA REHNERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE SCHANTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESSICA TURCO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD WATERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HEIDI WEBSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 25 BAKER BRIDGE RD, LINCOLN, MA 01773-3104
- In care of
- % JANET RUBINO
- Principal officer (990 for 2024)
- DEBORAH MCCARTHY, 25 BAKER BRIDGE ROAD, LINCOLN, MA 01773
- Signed the 990
- DEB MCCARTHY, CFO
- Phone
- (781) 259-8342
- Website
- WWW.CARROLLSCHOOL.ORG
- Return prepared by
- LEONARD MULHERIN & GREENE PC
Mission
CARROLL SCHOOL EMPOWERS CHILDREN WITH LANGUAGE-BASED LEARNING DIFFERENCES, SUCH AS DYSLEXIA, TO BECOME ACADEMICALLY SKILLED STUDENTS WHO ARE STRONG SELF-ADVOCATES AND CONFIDENT LIFELONG LEARNERS. CARROLL IS AN INCLUSIVE COMMUNITY COMMITTED TO EMBRACING DIVERSE STRENGTHS, IDENTITIES, AND LIVED EXPERIENCES IN ORDER TO GIVE EACH CHILD WHAT THEY MOST NEED TO THRIVE.
Program accomplishments
- DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 450 STUDENTS.Expenses $26,614,214 · grants $4,416,430 · revenue $29,129,424
- SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 214 STUDENTS.Expenses $1,087,378 · grants $175,300 · revenue $1,530,515
- OTHER PROGRAM SERVICES - AFTER SCHOOL PROGRAM.Expenses $438,927 · grants $60,663 · revenue $468,692
- OTHER PROGRAM SERVICES - GARSIDE INSTITUTE FOR TEACHER TRAINING (GIFTT) PROGRAMS, MASTERS PROGRAM, AND MATH & TEACHER WORKSHOPSExpenses $429,900 · revenue $82,490
- NEUROLUTION IS DESIGNED TO BE A COLLABORATION AMONG LIKE-MINDED EDUCATIONAL ORGANIZATIONS TO IMPROVE ACADEMIC AND COGNITIVE OUTCOMES FOR STUDENTS WITH LANGUAGE BASED LEARNING DIFFERENCES THROUGH DESIGN AND DEVELOPMENT OF SOFTWARE, SHARING OF BEST PRACTICES, PROFESSIONAL SERVICES AND RESEARCH IN DATA INFORMED INSTRUCTION.Expenses $346,908 · revenue $225,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2145258
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B28Z)
- Assets (IRS master file)
- $101,839,760
- Income (IRS master file)
- $86,054,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $48,795,318 | $33,421,899 | $101,839,760 | IRS |
| 990 | June 2024 | $34,381,225 | $32,478,188 | $91,739,760 | IRS |
| 990 | June 2023 | $35,710,480 | $29,402,432 | $84,066,509 | XML |
| 990 | June 2022 | $30,503,335 | $28,069,310 | $73,519,260 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2145258).
Questions about CARROLL SCHOOL CORP
- What is the EIN of CARROLL SCHOOL CORP?
- The employer identification number (EIN) of CARROLL SCHOOL CORP is 04-2145258.
- Is CARROLL SCHOOL CORP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to CARROLL SCHOOL CORP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARROLL SCHOOL CORP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARROLL SCHOOL CORP due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARROLL SCHOOL CORP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CARROLL SCHOOL CORP?
- The 990 for the year ended June 30, 2025 names DEBORAH MCCARTHY.
- Who are the officers and directors of CARROLL SCHOOL CORP?
- The 990 for the year ended June 30, 2025 lists 39 people; 10 received compensation from the organization, the highest $325,115 (RENEE GREENFIELD, HEAD OF SCHOOL).
- How much revenue does CARROLL SCHOOL CORP have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $48,795,318, expenses of $33,421,899 and total assets of $101,839,760 at year end.
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