2025-11-17T15:16:34-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-01-01 043027900 CATHLEEN STONE ISLAND OUTWARD BOUND SCHOOL INC CATH 6178305128 PO BOX 127 BOSTON MA 02127 SYLVIA WATTS MCKINNEY PRESIDENT AND CEO 6178305128 2025-11-17 1 1 DANIELLE NIHILL P01350943 7819821001 2025-11-17 2024 2025-03-06 01:10:19Z SYLVIA WATTS MCKINNEY PO BOX 127 BOSTON MA 02127 14944924 0 X WWW.CATHLEENSTONEISLAND.ORG X 1988 MA TO PROVIDE INDIVIDUALS WITH ADVENTUROUS AND CHALLENGING EXPERIENTIAL LEARNING PROGRAMS THAT INSPIRE CHARACTER DEVELOPMENT, COMPASSION, COMMUNITY SERVICE, ENVIRONMENTAL RESPONSIBILITY AND ACADEMIC ACHIEVEMENT. 22 21 193 1420 2469593 0 3320207 10511820 3901540 4151034 84558 89841 796450 -95050 8102755 14657645 0 0 0 0 5747768 6456111 0 0 1758993 3832086 4398390 9579854 10854501 -1477099 3803144 12612269 16427331 2151822 1671872 10460447 14755459 X TO PROVIDE INDIVIDUALS WITH ADVENTUROUS AND CHALLENGING EXPERIENTIAL LEARNING PROGRAMS THAT INSPIRE CHARACTER DEVELOPMENT, COMPASSION, COMMUNITY SERVICE, ENVIRONMENTAL RESPONSIBILITY AND ACADEMIC ACHIEVEMENT. 0 0 6284141 1681441 THE ORGANIZATION SERVED 4,000+ PARTICIPANTS FOR A TOTAL OF 9,800+ PROGRAM DAYS, PRIMARILY FOCUSED IN THE BOSTON PUBLIC SCHOOL DISTRICT, IN EXPERIENTIAL LEARNING PROGRAMS. OUR PEDAGOGY IS BASED IN OUTWARD BOUND'S "DOMAIN'S OF THRIVING" FRAMEWORK TOOL THAT HIGHLIGHTS FOUR AREAS OF HUMAN DEVELOPMENT: COURAGE, BELONGING, REFLECTION, AND PHYSICAL ENGAGEMENT. OUR OUTCOMES ARE HIGHLIGHTED IN OUTWARD BOUND'S "THEORY OF CHANGE" WHERE STUDENTS WILL TAKE THEIR LEARNINGS FROM THE COURSE THROUGHOUT THEIR LIFE AND MAKE COMMITMENTS TO SELF, OTHERS, AND THE NATURAL WORLD. THROUGH A COMBINATION OF SINGLE DAY AND MULTI DAY TRIPS ON CATHLEEN STONE ISLAND, MULTI DAY SEA KAYAKING EXPEDITIONS IN THE BOSTON HARBOR ISLANDS, AND WINTER PROGRAMMING IN CLASSROOMS, WE MAKE LASTING IMPACT ON STUDENTS TO REACH THEIR POTENTIAL THROUGH CHALLENGES THEY FACE. 6284141 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 1 193 1 1 1 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X SYLVIA WATTS MCKINNEY 6178305128 21 DRYDOCK AVE SUITE 320W BOSTON MA 02210 SYLVIA WATTS MCKINNEY PRESIDENT AND CEO 40.00 5.00 X X 237809 0 0 BETH ANN MACNEILL CHIEF DEVELOPMENT AND COMMUNICATIONS OFFICER 40.00 0.00 X 234312 0 0 RICHARD ATKIND VP HUMAN RESOURCES & ADMIN. 40.00 0.00 X 152524 0 0 NICOLE MORRELL DIR. OF INSTITUTIONAL GIVING & EVENTS 40.00 0.00 X 132310 0 0 DENISE HOLDEN DIR. OF EVENT SALES AND OPERATIONS 40.00 0.00 X 121200 0 0 ELLEN HARRIS SNR DIR, OUTWARD BOUND PROFESSIONAL 40.00 0.00 X 108751 0 0 ALEC HEILMANN DIRECTOR OF ISLAND OPERATIONS 40.00 0.00 X 116118 0 0 MICHAEL MCGINN DIRECTOR OF SCHOOL PROGRAMS 40.00 0.00 X 115743 0 0 MARK KEATING CHAIR 1.00 1.00 X X 0 0 0 CLIFF KRAUSS TREASURER 1.00 1.00 X X 0 0 0 GORDON R PENMAN CLERK 1.00 1.00 X X 0 0 0 JEANETTE ADELE CALLAHAN TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY M GREENE TRUSTEE 1.00 0.00 X 0 0 0 MARGARET COLEMAN TRUSTEE 1.00 0.00 X 0 0 0 JENNY LEOPOLD TRUSTEE 1.00 0.00 X 0 0 0 THOMAS SIEGEL TRUSTEE 1.00 0.00 X 0 0 0 SUNNI BEVILLE TRUSTEE 1.00 0.00 X 0 0 0 DARLY G DAVIDMEVS TRUSTEE 1.00 0.00 X 0 0 0 DAVID KIRK TRUSTEE 1.00 0.00 X 0 0 0 DAISY P ORTEGA TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER BARTEL TRUSTEE 1.00 0.00 X 0 0 0 ELISHA LONG TRUSTEE 1.00 0.00 X 0 0 0 KARINA BAUM TRUSTEE 1.00 0.00 X 0 0 0 JEREMY BAKER TRUSTEE 1.00 0.00 X 0 0 0 RYAN ENRIGHT TRUSTEE 1.00 0.00 X 0 0 0 SONJA PLESSET TRUSTEE 1.00 0.00 X 0 0 0 CHERYL PINARCHICK TRUSTEE 1.00 0.00 X 0 0 0 BRANDY BROOKS TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM ELCOCK TRUSTEE EMERITUS 1.00 0.00 X 0 0 0 JAMES FITZGERALD TRUSTEE (THRU 05/24) 1.00 0.00 X 0 0 0 GEORGE LEWIS VI TRUSTEE (THRU 05/24) 1.00 0.00 X 0 0 0 MOSSIK HACOBIAN TRUSTEE (THRU 05/24) 1.00 0.00 X 0 0 0 1218767 0 0 13 0 1 0 ECRATCHIT 2 SHARP STREET HINGHAM MA 02043 CFO SERVICES 311394 1 1014358 9497462 10511820 ENTERPRISE REVENUE 900099 2469593 2469593 OUTWARD BOUND YOUTH PROGRAMS 611710 1098204 1098204 OUTWARD BOUND PROFESSIONAL 611430 583237 583237 4151034 89841 89841 122250 1014358 287279 -165029 -165029 MISC. INCOME 900099 69979 69979 69979 14657645 1681441 2469593 -5209 624644 169653 145625 309366 4734267 3268546 912233 553488 1097200 643291 236109 217800 10099 10099 54212 54212 9592 9592 311394 311394 29664 11471 16193 2000 290605 160549 65998 64058 618129 399655 218474 76262 17748 49760 8754 11000 11000 725352 419491 168457 137404 487012 312460 169449 5103 OUTSIDE SERVICES 950851 265923 291895 393033 FOOD & BEVERAGE 491629 490320 1309 DUES, LIC., & USER FEES 159177 86388 49643 23146 CC & FINANCIAL FEES 76352 76352 97060 38646 13573 44841 10854501 6284141 2811367 1758993 1197816 943917 357780 4935642 235897 21467 195341 203635 15365258 8818159 6624285 6547099 2573209 2738359 71416 46383 1356525 990829 12612269 16427331 356281 477225 427020 171984 1368521 1022663 2151822 1671872 X 7740738 6965723 2719709 7789736 10460447 14755459 12612269 16427331 X 3803144 197999 293869 X 0 1 X 1 0 X 3009285 3943317 3746064 3320207 10634070 24652943 3009285 3943317 3746064 3320207 10634070 24652943 432268 24220675 123116 403749 171547 234882 89841 1023135 2469593 2469593 1202823 4718133 4681681 69979 10672616 38818287 1681441 0.62400 0.52900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 1,202,823. 2022 AMOUNT: $ 114,808. 2024 AMOUNT: $ 69,979. FUNDRAISING NET - 2022 AMOUNT: $ 770,961. 2023 AMOUNT: $ 780,141. OUTWARD BOUND - 2022 AMOUNT: $ 842,946. 2023 AMOUNT: $ 1,214,273. ENTERPRISE REVENUE - 2022 AMOUNT: $ 2,989,418. 2023 AMOUNT: $ 2,687,267. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2573210 4476 304557 143886 2738357 2313017 5135 397688 142630 2573210 2773289 43214 -369476 134010 2313017 2957285 -183997 2773288 0.00000 0.58650 0.41350 0 0 9976637 4338630 5638007 5388621 4479529 909092 6547099 RIGHT OF USE ASSETS 990829 990829 LEASE LIABILITIES 1022663 1022663 16142412 197999 651138 645222 1494359 14648053 9592 9592 14657645 11624065 651138 128018 779156 10844909 9592 9592 10854501 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY ADJUSTMENT 645,222. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY ADJUSTMENT 128,018. GALA 578583 529083 49500 132829 41268 4K TRAIL RUN 314996 259046 55950 57749 16593 3 243029 226229 16800 25877 12963 1136608 1014358 122250 216455 70824 287279 -165029 X 0 0 0 0 0 0 0 0 0 SYLVIA WATTS MCKINNEY PRESIDENT AND CEO 236724 0 0 0 1085 0 0 0 0 0 237809 0 0 0 BETH ANN MACNEILL CHIEF DEVELOPMENT AND COMMUNICATIONS 225666 0 0 0 8646 0 0 0 0 0 234312 0 0 0 RICHARD ATKIND VP HUMAN RESOURCES & ADMIN. 141203 0 28 0 11293 0 0 0 0 0 152524 0 0 0 PART I, LINE 3 CATHLEEN STONE ISLAND OUTWARD BOUND SCHOOL (CSIOBS) DETERMINES AND PAYS THE COMPENSATION OF THE ORGANIZATION'S CEO, TOP MANAGEMENT OFFICIALS, AND KE EMPLOYEES. CSIOBS' BOARD OF DIRECTORS ANNUALLY EVALUATES AND APPROVES THE COMPENSATION OF THE CEO, TOP MANAGEMENT OFFICIALS, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 1A AN EXECUTIVE COMMITTEE OF SUCH NUMBER OF TRUSTEES AS THE BOARD OF TRUSTEES MAY FROM TIME TO TIME DETERMINE, COMPRISED OF THE CHAIRPERSON, PRESIDENT, TREASURER AND CLERK (PROVIDED THAT THE TREASURER AND THE CLERK ARE TRUSTEES) AND THE CHAIRPERSONS OF THE INVESTMENT AND OPERATIONS COMMITTEES, THE BALANCE TO BE ELECTED BY THE BOARD OF TRUSTEES. UNLESS THE TRUSTEES OTHERWISE DETERMINE, THE EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE POWERS OF THE TRUSTEES DURING INTERVALS BETWEEN MEETINGS OF THE TRUSTEES, EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF CHAPTER 156B. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST AS SOON AS SUCH INTERESTED PERSON IDENTIFIES THAT THERE MAY BE A CONFLICT OF INTEREST, AND BEFORE CATHLEEN STONE ISLAND ENTERS INTO THE PROPOSED TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO THE CONFLICT OF INTEREST. THE INTERESTED PERSON SHALL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES CONCERNING THE PROPOSED TRANSACTION OR ARRANGEMENT, INCLUDING THE CIRCUMSTANCES GIVING RISE TO THE CONFLICT OF INTEREST. THE BOARD OF TRUSTEES, OTHER THAN THE CONFLICTED INTERESTED PERSON(S), SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. . THE DETERMINATION THAT A CONFLICT OF INTEREST EXISTS SHALL NOT PRECLUDE THE BOARD (OTHER THAN THE CONFLICTED INTERESTED PERSON(S)) FROM APPROVING THE MATTER, IF THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS OF THE BOARD OF TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS: (I) IN CATHLEEN STONE ISLAND'S BEST INTERESTS; (II) FOR ITS OWN BENEFIT; AND (III) FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATIONS, THE BOARD SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE ORGANIZATION'S CEO, TOP MANAGEMENT OFFICIALS, AND KEY EMPLOYEES' COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PULIC AT CORPORATE OFFICES. FORM 990, PART XI, LINE 9: ALLOCATED FROM CATHLEEN STONE ISLAND EDUCATION CENTER 293,869. CATHLEEN STONE ISLAND EDUCATION CATHLEEN STONE ISLAND EDUCATION PO BOX 127 BOSTON MA 02127 042104062 SUPPORT SERVICES MA 501(C)(3) LINE 12C, III-FI 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0