2026-02-24T14:18:49-06:00 2025-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2024-07-01 042939430 THE WHITNEY ACADEMY INC WHIT 5087633737 85 DR BRALEY ROAD PO BOX 619 EAST FREETOWN MA 02717 KEVIN MARQUES PRESIDENT, TREASURER, EX. DIRECTOR 5087633737 2026-02-17 1 0 CAITLYN RODRIGUES P03352251 7813564800 2024 2025-03-06 01:10:19Z KEVIN MARQUES 85 DR BRALEY ROAD PO BOX 619 EAST FREETOWN MA 02717 14208460 0 X WWW.WHITNEYACADEMY.ORG X 1986 MA PROVIDE EDUCATION & TREATMENT FOR DEVELOPMENTALLY DISABLED & MENTALLY ILL INDIVIDUALS TO AGE 22 7 5 236 5 0 0 105811 185890 14282515 13575220 131459 108320 360684 339030 14880469 14208460 0 0 0 0 11945555 12524485 0 0 0 2235642 2458530 14181197 14983015 699272 -774555 10941479 10095738 3956178 3884992 6985301 6210746 TO PROVIDE EDUCATION AND TREATMENT FOR DEVELOPMENTALLY DISABLED AND MENTALLY ILL CHILDREN AND ADULTS UP TO AGE TWENTY-TWO. 0 0 13654374 13914250 THE ACADEMY IS A PRIVATE RESIDENTIAL SCHOOL FOR STUDENTS AGES TEN TO TWENTY-TWO, WITH MILD/MODERATE MENTAL RETARDATION OR EMOTIONAL PROBLEMS. THE ACADEMY SERVED APPROXIMATELY 36 STUDENTS DURING 2025. 13654374 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 236 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X KEVIN MARQUES EXEC DIRECTOR 5087633737 85 DR BRALEY ROAD EAST FREETOWN MA 02717 KEVIN MARQUES PRES/TREAS/ED 40.00 X X 219891 0 13318 ELIZABETH O'KEEFE BUS MGR/CLERK 40.00 X X 159469 0 13318 JUDY MULROONEY DIRECTOR 1.00 X 0 0 0 SHEILA H HARMON DIRECTOR 1.00 X 0 0 0 NEIL KOLIKOF DIRECTOR 1.00 X 0 0 0 STEPHEN POTTS DIRECTOR 1.00 X 0 0 0 RICHARD A WENTZEL DIRECTOR 1.00 X 0 0 0 DANIA SILVEIRA CONTROLLER 40.00 X 119638 0 13318 NICOLE PARENT PROGRAM DIRECTOR 40.00 X 136085 0 13318 KEVIN CREEDEN DIR. OF TESTING & RESEARCH 40.00 X 145946 0 13318 MATTHEW MIRANDA RESIDENTIAL DIRECTOR 40.00 X 142432 0 13318 BENJAMIN ALLEN DIRECTOR OF ADMISSIONS 40.00 X 123371 0 13318 1046832 0 93226 7 0 1 0 J HUMMINGBIRD LLC 123 BLOSSOM ROAD WESTPORT MA 02790 PEDIATRICIAN 210800 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 AUDIT AND TAX SERVICES 135816 2 185890 185890 TUITION INCOME 611600 13575220 13575220 13575220 108320 108320 ADMINISTRATIVE FEES 611600 325440 325440 MISCELLANEOUS INCOME 611600 13590 13590 339030 14208460 13914250 0 108320 416302 416302 9354293 8979637 374656 1625920 1533384 92536 1127970 1039560 88410 21475 21475 98715 98715 467203 467203 541226 522557 18669 160774 159608 1166 367029 333454 33575 21515 21515 OTHER PROFESSIONAL FEES 312195 150832 161363 PROGRAM MEALS 251847 251847 PROGRAM SUPPLIES & MATE 136349 136349 CLIENT PERSONAL ALLOWAN 46710 46710 33492 33233 259 14983015 13654374 1328641 0 201314 154157 4044994 3678636 1667186 1542028 144885 139807 9977327 5410903 4858624 4566424 24476 14686 10941479 10095738 897939 967210 6145 2500 36163 52317 2844944 2706722 170987 156243 3956178 3884992 X 6985301 6210746 6985301 6210746 10941479 10095738 -774555 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1326667 1326667 7136524 4188791 2947733 1514136 1222112 292024 4566424 DUE TO COMMONWEALTH 134536 FINANCE LEASE OBLIGATIONS 20615 OTHER 1092 156243 14208460 0 14208460 0 14208460 14983015 0 14983015 0 14983015 PART IV, LINE 2B: THE ORGANIZATION ACTS AS REPRESENTATIVE PAYEE WITH RESPECT TO CLIENT PERSONAL FUNDS FROM SOURCES INCLUDING SSI AND STATE AGENCIES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZES ITS NON-DISCRIMINATORY POLICIES THROUGH A LOCAL NEWSPAPER AND BROCHURES. SCHEDULE E, PART I, LINE 6 STUDENTS OF THE ORGANIZATION ARE SUPPORTED BY STATE AND MUNICIPAL GOVERNMENT AGENCIES, WITHIN AND OUTSIDE MASSACHUSETTS. THESE AGENCIES PROVIDE PROGRAM SERVICE REVENUES AND GRANTS TO THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 KEVIN MARQUES PRES/TREAS/ED 219891 0 0 0 0 0 0 0 13318 0 233209 0 0 0 ELIZABETH O'KEEFE BUS MGR/CLERK 159162 0 0 0 307 0 0 0 13318 0 172787 0 0 0 KEVIN CREEDEN DIR. OF TESTING & RESEARCH 145946 0 0 0 0 0 0 0 13318 0 159264 0 0 0 MATTHEW MIRANDA RESIDENTIAL DIRECTOR 142432 0 0 0 0 0 0 0 13318 0 155750 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR, CONTROLLER, AND BUSINESS MANAGER REVIEW A DRAFT OF THE FORM 990, WHICH IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS. ANY RESULTANT COMMENTS AND CHANGES ARE INCORPORATED INTO THE FORM BY THE INDEPENDENT ACCOUNTANTS. A FINAL VERSION OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO FILE A STATEMENT ON AN ANNUAL BASIS DISCLOSING ANY POTENTIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE STATEMENTS ARE COMPLETED AT THE BEGINNING OF EACH FISCAL YEAR AND ARE EVALUATED BY THE OFFICERS OF THE ORGANIZATION. INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN ANY DELIBERATIONS OR DECISIONS THAT MAY BE AFFECTED BY A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED ON AN ANNUAL BASIS IN CONNECTION WITH THE ORGANIZATION'S BUDGETING PROCESS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR USING DATA FROM COMPARABLE ORGANIZATIONS. SUCH DELIBERATIONS AND DECISIONS ARE RECORDED IN THE MEETING MINUTES. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ALSO REVIEWED ON AN ANNUAL BASIS IN CONNECTION WITH THE ORGANIZATION'S BUDGETING PROCESS. SUCH REVIEW IS PERFORMED BY INDEPENDENT PERSONS AND INCLUDES THE USE OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE IS NOT A SEPARATE SUB-COMMITTEE ESTABLISHED FOR THIS PURPOSE.