2026-02-27T08:00:22-06:00 2025-06-30 823736106 POZERSKI HATCH & COMPANY 100 LEDGEWOOD PLACE SUITE 304 ROCKLAND MA 02370 990 2024-07-01 042103964 THE CAMBRIDGE SCHOOL OF WESTON INC CAMB 7816428600 45 GEORGIAN ROAD WESTON MA 02493 ALLIE ALTMAN TREASURER 7816428600 2026-02-26 1 1 TRACI L POZERSKI CPA P00415905 7814801430 2026-02-26 2024 2025-03-06 01:10:19Z LISE CHARLIER 45 GEORGIAN ROAD WESTON MA 02493 24478958 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 AND MEANINGFUL RELATIONSHIPS. OUR DYNAMIC PROGRAM INSPIRES STUDENTS TO DISCOVER WHO THEY ARE AND WHAT THEIR CONTRIBUTION IS TO THEIR SCHOOL, THEIR COMMUNITY AND THE WORLD. 22 20 144 17 -22019 0 1834361 1676634 19905474 21184795 271248 807227 264010 256560 22275093 23925216 4174105 4709096 0 0 11227254 11384548 0 0 1012890 7866476 8278867 23267835 24372511 -992742 -447295 68010508 69562267 26991316 28670284 41019192 40891983 X THE CAMBRIDGE SCHOOL OF WESTON'S MISSION IS TO PROVIDE A PROGRESSIVE EDUCATION THAT EMPHASIZES DEEP LEARNING AND MEANINGFUL RELATIONSHIPS. OUR DYNAMIC PROGRAM INSPIRES STUDENTS TO DISCOVER WHO THEY ARE AND WHAT THEIR CONTRIBUTION IS TO THEIR SCHOOL, THEIR COMMUNITY AND THE WORLD. 0 0 18518793 4709096 21155122 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 FY2025, THE SCHOOL HAD 226 DAY STUDENTS AND 84 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. 354756 239004 THE CAMBRIDGE SCHOOL OF WESTON OFFERED TWO SUMMER PROGRAMS FOR STUDENTS, THE BRAVE ARTS PROGRAM AND GLOBAL SUMMER ACADEMY. 18873549 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 1 0 1 0 0 0 0 0 0 0 0 1 X 64 0 1 144 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 20 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 ADRIEL RONCAL FACULTY REPRESENTATIVE 40.00 X 60201 0 16781 LISE CHARLIER HEAD OF SCHOOL 40.00 X X 401833 0 113970 SNOWDEN HENRY CHAIR OF GOVERNANCE COMMIT 1.00 X 0 0 0 RANJIT RAJAMANI CHAIR OF INVESTMENT COMMIT 1.00 X 0 0 0 NOAH LOREN VICE CHAIR 1.00 X X 0 0 0 MICHAEL FLEMING TRUSTEE 1.00 X 0 0 0 MICHAEL FLANAGAN TRUSTEE 1.00 X 0 0 0 MEREDITH OPPEGARD FACULTY REPRESENTATIVE 1.00 X 0 0 0 LUIZ MIGUEL CAMARGO TRUSTEE 1.00 X 0 0 0 JOHN THOMPSON TRUSTEE 1.00 X 0 0 0 JOHN FINNERTY TRUSTEE 1.00 X 0 0 0 BRITTE VAN ZADELHOFF DAY STUDENT REPRESENTATIVE 1.00 X 0 0 0 DMITRI RABIN TRUSTEE 1.00 X 0 0 0 CYNTHIA HARMON TRUSTEE 1.00 X 0 0 0 CHIN LIN SECRETARY 1.00 X X 0 0 0 ANN MARIE LINDQUIST TRUSTEE 1.00 X 0 0 0 ANN GORSON BOARD CHAIR 1.00 X X 0 0 0 ALLIE ALTMAN TREASURER 1.00 X X 0 0 0 WILL STANSBURY TRUSTEE 1.00 X 0 0 0 DANA HOWELL BOARDING STUDENT REPRESENTATIVE 1.00 X 0 0 0 SSANYU BIRIGWA TRUSTEE 1.00 X 0 0 0 YOUHUA NIE TRUSTEE 1.00 X 0 0 0 SUSAN RYAN CFO 40.00 X 216083 0 24679 AARON HIRSCH ASSISTANT HEAD OF SCHOOL FOR STUDENT LIFE 40.00 X 129170 0 6447 DIANA BARUNI ASSISTANT HEAD OF SCHOOL FOR ACADEMICS 40.00 X 108809 0 94725 JENNIFER RAXTER CHIEF DEVELOPMENT OFFICER 40.00 X 121816 0 28784 JULIE JOHNSTONE ASSISTANT HEAD OF SCHOOL 40.00 X 129824 0 6469 PAMELA TORRES DIRECTOR OF STRAEGIC INITIATIVES 40.00 X 121383 0 6203 RACHEL HIRSCH HISTORY FACULTY 40.00 X 100392 0 5136 THOMAS GALVIN DIRECTOR OF FACILITIES 40.00 X 108776 0 13647 1498287 0 316841 9 0 1 0 CULINART INC PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 1338842 JOHN T DALEY 14 BUSHWELL PARK NEWTON MA 02458 CONSTRUCTION SERVICES 1102661 COMMUNITY COUNSELING SERVICES CO INC PO BOX 824885 PHILADELPHIA PA 19182 DEVELOPMENT CONSULTING 444158 BEDFORD CHARTER SERVICE INC 11 RAILROAD AVE BEDFORD MA 01730 TRANSPORTATION 428701 OUNCE IT LLC PO BOX 3137 WORCESTER MA 01613 IT SERVICES/SUPPORT 307634 14 1676634 278092 1676634 TUITION AND FEES 611110 20945791 20945791 SUMMER PROGRAM REVENUE 611110 239004 239004 21184795 296218 296218 231420 182130 49290 49290 -22019 71309 865031 229861 124161 635170 -124161 511009 511009 15529 17590 -2061 -2061 OTHER REVENUE 611110 168110 168110 MEAL CHARGES 722514 20931 20931 APPLICATION FEES 611110 20290 20290 209331 23925216 21394126 -22019 876475 4709096 4709096 660565 113081 446460 101024 8538530 6698196 1675381 164953 367287 272880 85957 8450 1123659 707845 359782 56032 694507 521631 153220 19656 30010 30010 53445 53445 47824 47824 2416895 1364984 528740 523171 82605 13390 69215 492841 283862 184994 23985 701318 592005 104483 4830 93130 41417 40177 11536 83464 47371 36093 342129 296957 36158 9014 1704051 1565878 126539 11634 275412 254108 19510 1794 MEALS 525449 460628 44882 19939 TRANSPORTATION 429482 429482 DUES AND MEMBERSHIP 173730 65919 90250 17561 CLASS TRIPS 143225 143225 683857 291594 352952 39311 24372511 18873549 4486072 1012890 1485118 1315842 6315862 5325924 1025780 592730 12635294 13682845 82731 72733 179291 416733 51582311 19253560 31243842 32328751 14357007 15175344 685583 651365 68010508 69562267 1321956 1883917 15561140 16951617 10036281 9696189 0 80000 71939 58561 26991316 28670284 X 28828544 28221015 12190648 12670968 41019192 40891983 68010508 69562267 -447295 320086 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13158960 1117430 1057318 1415782 13917926 12983128 1098742 1218600 2141510 13158960 12959043 740849 1145392 1862156 12983128 17726603 1194496 -1352974 4609082 12959043 14120752 257645 3348206 17726603 0.30210 0.41730 0.28060 0 0 62343 62343 48778490 18392988 30385502 2741478 860572 1880906 32328751 LEASE OBLIGATION 58561 58561 19846867 320086 -4598155 -4278069 24124936 -199720 -199720 23925216 19974076 199720 199720 19774356 47824 4550331 4598155 24372511 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 -4,550,331. INVESTMENT EXPENSES -47,824. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -182,130. COST OF GOODS SOLD -17,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 182,130. COST OF GOODS SOLD 17,590. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,550,331. 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 137 4550331 TUITION REMISSION 3 158765 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 401833 0 0 0 0 0 17250 0 96720 0 515803 0 0 0 SUSAN RYAN CFO 216083 0 0 0 0 0 11032 0 13647 0 240762 0 0 0 DIANA BARUNI ASSISTANT HEAD OF SCHOOL FOR ACADEMI 108809 0 0 0 0 0 6111 0 88614 0 203534 0 0 0 JENNIFER RAXTER CHIEF DEVELOPMENT OFFICER 121816 0 0 0 0 0 3004 0 25780 0 150600 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 $96,000. 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 1743812 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 EMMANUELLE CHARLIER DAUGHTER OF THE HEAD OF SCHOOL 69848 EMMANUELLE IS THE DAUGHTER OF LISE CHARLIER, HEAD OF SCHOOL, AND WAS COMPENSATED FOR SERVICES. 0 X 10 278092 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.