2026-05-15T07:13:17-05:00 2025-06-30 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2024-07-01 042104832 THE PIKE SCHOOL INC PIKE 9784751197 34 SUNSET ROCK ROAD ANDOVER MA 01810 WILLIAM POWERS CFOO 9784751197 2026-05-14 1 1 KAREN LO P01434915 6179129000 2026-05-14 2024 2025-03-06 01:10:19Z HONOR TAFT 34 SUNSET ROCK ROAD ANDOVER MA 01810 20799144 0 X WWW.PIKESCHOOL.ORG X 1926 MA A PIKE EDUCATION IGNITES A LIFELONG JOURNEY OF DISCOVERY. 20 20 115 30 0 0 1050725 976326 17197537 17719207 360677 1962189 233905 6422 18842844 20664144 1603721 1767410 0 0 12346376 10843834 0 0 1263688 5628533 6424253 19578630 19035497 -735786 1628647 30802653 31433937 5446515 4957512 25356138 26476425 X A PIKE EDUCATION LIBERATES HUMAN POTENTIAL AND POSSIBILITY TO TRANSFORM OURSELVES AND OUR WORLD AND IS ROOTED IN OUR MOTTO, NON SIBI SOLUM.WE VALUE:-AUTHENTICITY: WE EMBRACE THE IDENTITIES OF EVERY PERSON.-INTELLECTUAL AMBITION: WE FOSTER CURIOSITY, INQUIRY, ENGAGEMENT, AND INITIATIVE IN LEARNING.-SOCIAL GOOD: WE CARE FOR OURSELVES, FOR ONE ANOTHER, AND FOR OUR COMMUNITY.THE PIKE SCHOOL STRIVES TO BE AN EXEMPLAR FOR TRANSFORMATIONAL EDUCATION AND A CENTER FOR PURPOSEFUL LEARNING, LEADERSHIP, AND IMPACT. 0 0 14303082 1767410 17041751 EDUCATIONAL INSTITUTION WHICH PROVIDES INTELLECTUAL AND PERSONAL GROWTH EMPHASIZING FUNDAMENTAL SKILLS WITHIN A BROAD RANGE OF DISCIPLINES. EACH STUDENT PROGRESSED TO THE NEXT GRADE WITH 67 STUDENTS MOVING UP TO HIGH SCHOOL AND SECONDARY SCHOOLS. 412 STUDENTS ARE ENROLLED IN THE SCHOOL YEAR 2024-2025. SCHOOL YEARS RUNS 180 DAYS.LOWER SCHOOL:VIEWED AS YEARS OF EXPLORATIONS AND BEGINNINGS, THE LOWER SCHOOL IS A STRUCTURED YET RELAXED ENVIRONMENT WHERE CHILDREN ARE AFFORDED THE OPPORTUNITY TO DEVELOP SOCIALLY, EMOTIONALLY, PHYSICALLY, AND INTELLECTUALLY. THROUGH SMALL GROUPS AND INDIVIDUAL ATTENTION, LEARNING IS BOTH INTERACTIVE AND STIMULATING. FOR MUCH OF THE DAY, THE CHILDREN ARE IMMERSED IN THEME BASED LEARNING WHERE TOPICS ARE COVERED ACROSS SUBJECT AREAS. BECAUSE MUCH OF THE CURRICULUM IS INTERDISCIPLINARY, THE CLASSROOM TEACHERS CAREFULLY PLAN THEIR ACTIVITIES WITH THE SPECIALISTS TO ENSURE CONTINUITY. FIELD TRIPS, PERFORMANCES AND WORKSHOPS BY ARTISTS IN RESIDENCE, DANCE AND THEATRE GROUPS AND MUSICIANS ADD FURTHER ENRICHMENT TO THE LOWER SCHOOL PROGRAM. LOWER SCHOOL IS GRADES PRE-K THROUGH 4.UPPER SCHOOL:THE UPPER SCHOOL OFFERS A RICH AND COMPREHENSIVE PROGRAM THAT PROVIDES STUDENTS WITH THE NECESSARY KNOWLEDGE AND SKILLS TO THRIVE IN LEADING SECONDARY SCHOOLS AND BEYOND. TEACHERS EMPHASIZE CHARACTER GROWTH AND CREATIVITY THROUGH SMALL GROUP ACTIVITIES. THROUGHOUT THE STUDENTS' EXPERIENCE, THEY ARE PROVIDED WITH VALUABLE CHALLENGES IN DECISION MAKING AND COLLABORATION. THE CHIEF ACADEMIC, SOCIAL, AND PERSONAL DEVELOPMENT OF THE STUDENTS IS GUIDED BY A FACULTY ADVISOR WHO WORKS CLOSELY WITH STUDENTS AND THEIR FAMILIES. UPPER SCHOOL IS GRADES 5-9. 433878 677456 AUXILIARY ACTIVITIES: AFTER SCHOOL SPORTS PROGRAMS FOR SIXTH GRADE THROUGH NINTH GRADE STUDENTS. AFTER SCHOOL FLEX PROGRAM AND SUMMER PROGRAM FOR CHILDREN IN THE LOCAL COMMUNITIES. 14736960 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 0 0 0 0 0 0 0 0 0 1 43 0 1 115 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X WILLIAM POWERS 9784751197 34 SUNSET ROCK ROAD ANDOVER MA 01810 CHRIS PEABODY TRUSTEE 2.00 X 0 0 0 CHRISTINE REICH TRUSTEE 2.00 X 0 0 0 CLAIRE ABISALIH TRUSTEE 2.00 X 0 0 0 CLAUDIA BACH TRUSTEE 2.00 X 0 0 0 ELIZABETH CIERI TRUSTEE 2.00 X 0 0 0 EMMA WU TRUSTEE 2.00 X 0 0 0 JEFF FORWARD TRUSTEE 2.00 X 0 0 0 JOHN KOLE TRUSTEE 2.00 X 0 0 0 JOHN YANG TRUSTEE 2.00 X 0 0 0 LISA LEE TRUSTEE 2.00 X 0 0 0 MARK NICHOLS TRUSTEE 2.00 X 0 0 0 MENGMENG WANG TRUSTEE 2.00 X 0 0 0 PATRICK BRATTON TRUSTEE 2.00 X 0 0 0 ROBERTA CRUMP-BURBANK TRUSTEE 2.00 X 0 0 0 TASNEEM DOHADWALA CHAIR 2.00 X X 0 0 0 HEATHER CLARK VICE CHAIR 2.00 X X 0 0 0 VARSHA RAO SECRETARY 2.00 X X 0 0 0 AHMET OZALP CO-TREASURER 2.00 X X 0 0 0 ANNIE MILLER CO-TREASURER 2.00 X X 0 0 0 MATT MURPHY TRUSTEE, AT-LARGE 2.00 X X 0 0 0 WILLIAM POWERS INTERIM HEAD OF SCHOOL 60.00 X 296000 0 17680 MARYBETH HEYD HEAD OF LOWER SCHOOL 60.00 X 171384 0 36154 AARON HOVEL DIRECTOR OF TECHNOLOGY 60.00 X 157281 0 38840 GINA MORAN INTERIM HEAD OF UPPER SCHOOL 60.00 X 154028 0 40064 DEBORAH BURDETT MURPHY ASSISTANT HEAD OF SCHOOL 60.00 X 141670 0 7800 ANNE CAIN DIRECTOR OF ADMISSIONS 60.00 X 118187 0 20190 ASHLEY MARSHALL WARNOCK FORMER HEAD OF SCHOOL 0.00 X 527223 0 60292 1565773 0 221020 17 1 1 0 M & R JANITOR SERVICES 4 OLIVER PLACE EVERETT MA 02149 CUSTODIAL CLEANING SERVICES 599294 FLIK PO BOX 417632 BOSTON MA 02241 FOOD DINING SERVICES 391467 WILDWOOD NURSERIES INC 34 WILDWOOD ROAD ANDOVER MA 01810 LANDSCAPING SERVICES 162340 OUNCEIT LLC 205 NEWBURY ST STE 200 FRAMINGHAM MA 01701 INFORMATION TECHNOLOGY SERVICES 146023 SCHWARTZ HANNUM PC 11 CHESTNUT STREET ANDOVER MA 01810 LEGAL SERVICES 107530 6 976326 976326 STUDENT TUITION & FEES 611110 17041751 17041751 SUMMER & AUXILIARY SERVICES 611710 677456 677456 17719207 303798 303798 110924 135000 -24076 -24076 -24076 1658391 0 1658391 1658391 1658391 INSURANCE REIMBURSEMENTS 900099 30498 30498 30498 20664144 17719207 0 1968611 1767410 1767410 1262776 742772 320000 200004 7622976 6345631 932781 344564 483537 381142 77698 24697 968929 807795 115311 45823 505616 352605 51301 101710 76730 76730 71815 71815 810041 207669 349048 253324 350416 124191 56839 169386 111393 29700 66854 14839 130352 125395 3883 1074 54539 53261 1001 277 908360 887070 16677 4613 OPERATING AND MAINTENAN 1382999 1350585 25391 7023 PROGRAM EXPENSES 888026 686157 179975 21894 CASUAL LABOR 652943 158635 489680 4628 FOOD SERVICES 579574 544677 34897 407065 172265 164968 69832 19035497 14736960 3034849 1263688 250 250 444586 699489 306483 306483 558258 413962 132529 47943 33783614 16857367 16799320 16926247 12561227 13039563 30802653 31433937 1621374 1447922 1390003 1374622 1177888 924718 1257250 1210250 5446515 4957512 X 20817593 21460674 4538545 5015751 25356138 26476425 30802653 31433937 1628647 -508360 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12561227 1448336 970000 13039563 12712118 20481 1678628 1850000 12561227 12401800 29977 1080341 800000 12712118 15309329 34715 -2260819 681425 12401800 12307341 536708 3207280 742000 15309329 0.73153 0.22201 0.04646 0 0 138886 138886 28177253 12300188 15877065 3329942 2957217 372725 2137533 1599962 537571 16926247 TUITION DEPOSITS 1210250 1210250 X 18523374 -508360 -1767410 -2275770 20799144 -135000 -135000 20664144 17403087 135000 135000 17268087 1767410 1767410 19035497 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS ARE A PERPETUAL SOURCE OF FUNDING. THE ENDOWMENT FUNDS SUPPORT THE SCHOOL'S GENERAL OPERATIONS, INCLUDING THE PROFESSIONAL DEVELOPMENT OF FACULTY AND STAFF AS WELL AS FINANCIAL AID FOR STUDENTS. PART X, LINE 2: THE SCHOOL FOLLOWS ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE SCHOOL HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE OF TAX RETURNS. THE SCHOOL WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH TUITION REVENUE ON AUDITED FINANCIAL STATEMENTS -1,767,410. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -135,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 135,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH TUITION REVENUE ON AUDITED FINANCIAL STATEMENTS 1,767,410. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL PUBLICATIONS REFER TO THE SCHOOL'S NONDISCRIMINATORY POLICY INCLUDING THE VIEWBOOK, THE PARENT'S HANDBOOK AND THE PARENT'S DIRECTORY. ADDITIONALLY, THE POLICY IS POSTED ON THE SCHOOL'S WEBSITE. 1 FINANCIAL AID 72 1767410 0 PART I, LINE 2: THE ORGANIZATION USES SSS THROUGH NAIS TO HELP DETERMINE THE AWARD ALONG WITH FAMILIES' W-2S AND 1040'S. A COMMITTEE OF FOUR ADMINISTRATORS REVIEWS AND CONFIRMS THE AWARDS. THE AWARD AMOUNT IS MONITORED THROUGH MONTHLY GL RECONCILIATION. X 1 0 X X X X X 1 0 0 0 0 0 0 0 0 ASHLEY MARSHALL WARNOCK FORMER HEAD OF SCHOOL 187957 0 0 0 339266 0 9191 0 51101 0 587515 0 0 0 WILLIAM POWERS INTERIM HEAD OF SCHOOL 296000 0 0 0 0 0 17680 0 0 0 313680 0 0 0 MARYBETH HEYD HEAD OF LOWER SCHOOL 171384 0 0 0 0 0 11722 0 24432 0 207538 0 0 0 AARON HOVEL DIRECTOR OF TECHNOLOGY 157281 0 0 0 0 0 10633 0 28207 0 196121 0 0 0 GINA MORAN INTERIM HEAD OF UPPER SCHOOL 154028 0 0 0 0 0 10147 0 29917 0 194092 0 0 0 PART I, LINE 1A THE FORMER HEAD OF SCHOOL WAS PROVIDED HOUSING BY THE SCHOOL. THE ESTIMATED VALUE OF THIS BENEFIT WAS $20,125 FROM JANUARY TO MARCH OF 2024 WHICH IS INCLUDED IN THE NONTAXABLE BENEFITS REPORTED IN PART II, COLUMN D OF SCHEDULE J. PART I, LINE 4A ASHLEY MARSHALL WARNOCK, FORMER HEAD OF SCHOOL, RECEIVED A SEVERANCE PAYMENT OF $314,266 DURING THE CALENDAR YEAR 2024. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2013-11-01 3250000 REFUNDING PRIOR 2009 ISSUE 0 0 0 A 2302083 3250000 3250000 2008 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B AFTER FILING, A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH YEAR THE BOARD MEMBERS ARE ASKED TO FILL OUT CONFLICT OF INTEREST FORMS STATING THAT THEY UNDERSTAND AND WILL COMPLY TO THE POLICY AND DISCLOSING ANY POTENTIAL CONFLICTS. THE SCHOOL ALSO HAS A WHISTLEBLOWER POLICY FOR ANY MEMBER OF THE SCHOOL INCLUDING THE BOARD TO REPORT ANY QUESTIONS OR CONCERNS THAT ARISE. FORM 990, PART VI, SECTION B, LINE 15 DURING THE FISCAL YEAR 2025 PERIOD, THE BOARD OF DIRECTORS CONDUCTED A SEARCH FOR A NEW HEAD OF SCHOOL. AS PART OF THIS PROCESS, A COMPENSATION COMMITTEE REVIEWED AND EVALUATED COMPENSATION CONSIDERATIONS, WHICH WERE USED TO SUPPORT THE OFFER MADE TO HONOR TAFT. HONOR TAFT ACCEPTED THE POSITION IN FALL 2024, WITH AN ANTICIPATED START DATE OF JULY 1, 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE TO THE PUBLIC VIA CANDID AND THE MASSACHUSETTS OFFICE OF ATTORNEY GENERAL'S WEBSITE.