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Nonprofit · EIN 04-3099610

MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES

Also known as WHITE OAK SCHOOL

Tax-exempt · WESTFIELD, MA 01085

Financials

$3.4M$3.1M2022$3.6M$3.2M2023$3.7M$3.3M2024
Revenue Expenses · by fiscal year end
Financials of MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,721,464$3,275,753$445,711$5,486,885$1,689,212$3,797,673
June 30, 2024990$3,570,021$3,173,250$396,771$4,935,535$1,614,075$3,321,460
June 30, 2023990$3,361,462$3,107,709$253,753$4,457,582$1,560,148$2,897,434
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$30,089
Program service revenue
$3,529,655
Investment income
$140,256
Other revenue
$21,464

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$299,597
Other salaries and wages
$1,824,985
Salaries, compensation and benefits (total)
$2,562,041
Professional fundraising fees
$0
Legal fees
$1,794
Accounting fees
$132,925
Occupancy
$318,519
Travel
$4,550
Depreciation
$86,759
Program services (functional)
$2,722,224
Management and general (functional)
$553,529

Balance sheet and other

Total assets, start of year
$4,935,535
Total assets, end of year
$5,486,885
Total liabilities, end of year
$1,689,212
Net assets, end of year
$3,797,673
Land, buildings and equipment
$763,678
Publicly traded securities
$3,530,889
Net assets without donor restrictions
$3,797,673
Gross receipts
$3,721,464
Employees
39
Volunteers
4
Year formed
1990
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.

NameTitleHours / weekCompensationOther / benefits
JODY MICHALSKIHEAD OF SCHOOL
Officer
40$133,194$10,030
JANINE ROSSCHIEF FINANCIAL OFFICER
Officer
40$138,384$3,891
DAVID DRAKETREASURER/DIRECTOR
Trustee or director, Officer
1$21,000$0
MARTIN PION PHDPRESIDENT/CLERK/DIRECTOR
Trustee or director, Officer
0.1$0$0
DR ROBERT F LITTLETON JRDIRECTOR
Trustee or director, Officer
0.1$0$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensationOther / benefits
JODY MICHALSKIHEAD OF SCHOOL
Officer
40$128,668$6,533
JANINE ROSSCHIEF FINANCIAL OFFICER
Officer
40$133,719$1,067
MARTIN PION PHDPRESIDENT/CLERK/DIRECTOR
Trustee or director, Officer
0.1$0$0
DAVID DRAKETREASURER/DIRECTOR
Trustee or director, Officer
0.1$0$0
DR ROBERT F LITTLETON JRDIRECTOR
Trustee or director, Officer
0.1$0$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensationOther / benefits
DAVID DRAKEEXEC. DIR./TREAS. BEG. 11/22
Trustee or director, Officer
10$301,090$5,517
JODY MICHALSKIPROGRAM FUNCTION MANAGER
Highest-paid employee
40$132,545$8,651
JANINE ROSSCHIEF FINANCIAL OFFICER
Officer
40$131,255$5,641
MARTIN PION PHDPRESIDENT/DIRECTOR
Trustee or director, Officer
0.1$0$0
WILL BAKERTREASURER/DIR. THRU 10/22
Trustee or director, Officer
0.1$0$0
DR ROBERT F LITTLETON JRCLERK/DIRECTOR
Trustee or director, Officer
0.1$0$0

Address and contacts

Address (IRS master file)
533 NORTH RD, WESTFIELD, MA 01085-9774
In care of
% SCHOOL
Principal officer (990 for 2024)
DAVID DRAKE, 533 NORTH ROAD, WESTFIELD, MA 01085
Signed the 990
DAVID DRAKE, TREASURER AND DIRECTOR
Phone
(413) 562-9500
Return prepared by
LEONARD MULHERIN & GREENE PC

Mission

WHITE OAK SCHOOL PROVIDES EFFECTIVE RESEARCH-BASED INSTRUCTION FOR STUDENTS WITH LANGUAGE-BASED LEARNING DISABILITIES. A MAJOR FOCUS OF THESE SERVICES IS TO IMPROVE THE LANGUAGE SKILLS THROUGH AN EMPHASIS ON READING, SPELLING, WRITTEN LANGUAGE AND ORAL LANGUAGE.

990 for the year ended June 30, 2025

Program accomplishments

  • WHITE OAK SCHOOL PROVIDES SPECIAL EDUCATION SERVICES TO STUDENTS WITH LANGUAGE BASED LEARNING DISABILITIES. APPROXIMATELY 56 STUDENTS SERVED DURING FY2025.
    Expenses $2,722,224 · revenue $3,551,119

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-3099610
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
1991
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B28J)
Assets (IRS master file)
$5,486,885
Income (IRS master file)
$3,721,464

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,721,464$3,275,753$5,486,885IRS
990June 2024$3,570,021$3,173,250$4,935,535IRS
990June 2023$3,361,462$3,107,709$4,457,582XML
990June 2022$3,890,928$3,442,714$4,412,884IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 04-3099610).

Questions about MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES

What is the EIN of MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES?
The employer identification number (EIN) of MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES is 04-3099610.
Is MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES 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 MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES 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 MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES 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 MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES?
The 990 for the year ended June 30, 2025 names DAVID DRAKE.
Who are the officers and directors of MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES?
The 990 for the year ended June 30, 2025 lists 5 people; 3 received compensation from the organization, the highest $133,194 (JODY MICHALSKI, HEAD OF SCHOOL).
How much revenue does MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,721,464, expenses of $3,275,753 and total assets of $5,486,885 at year end.

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