COLLABORATIVE LEARNING PROJECTINC

EIN: 262352223 501(c)(3) Education

CONCORD, MA

Total Revenue
$2,558,781
Total Expenses
$2,248,227
Total Assets
$3,061,246
Net Assets
$827,532
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
MA
Principal Officer
DANE CALLOW
Phone
7812354805
Tax Period
2024-07-01 to 2025-06-30

COLLABORATIVE LEARNING PROJECTINC, founded in 2008, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 12% surplus.

Mission

THE TREMONT SCHOOL IS A PRIVATE CO-EDUCATIONAL SCHOOL FOR A DELIBERATELY DIVERSE GROUP OF STUDENTS FROM GRADE 5 TO 12.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $376,917
Program Service Revenue $2,132,324
Investment Income $39,495
Other Revenue $10,045
TOTAL REVENUE $2,558,781

Expense Breakdown

Grants Paid $171,825
Salaries & Benefits $1,414,863
Fundraising Expenses $93,900
Program Expenses $1,745,223
Other Expenses $661,539
TOTAL EXPENSES $2,248,227

Year-over-Year Comparison

2024 2023 Change
Revenue $2,558,781 $1,872,998 +0.4%
Expenses $2,248,227 $2,206,476 +0.0%
Net Income $310,554 $-333,478 -1.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
13
Independent Members
13
Employees
22
Volunteers
26

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$191,278
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIMOTHY LEE CHAIR 1.00
Officer Director
$0 $0 $0
LINDA ECHT VICE CHAIR 1.00
Officer Director
$0 $0 $0
JEFFREY POGGI TREASURER 1.00
Officer Director
$0 $0 $0
JULIE PURRINGTON RECORDING SECRETARY 1.00
Officer Director
$0 $0 $0
LAUREN LAGREGA CLERK 1.00
Officer Director
$0 $0 $0
PATTY JAMES BOARD TRUSTEE 1.00
Director
$0 $0 $0
SUSAN DILLER BOARD TRUSTEE 1.00
Director
$0 $0 $0
WILL WILCOXSON BOARD TRUSTEE 1.00
Director
$0 $0 $0
DARREN HERMAN BOARD TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER RICHARDS-LITTLE BOARD TRUSTEE 1.00
Director
$0 $0 $0
JILL BEGUHN BOARD TRUSTEE 1.00
Director
$0 $0 $0
WILL BARKER BOARD TRUSTEE 1.00
Director
$0 $0 $0
MIA SHAPIRO BOARD TRUSTEE 1.00
Director
$0 $0 $0
BEHZAD DAYANIM FORMER EXECUTIVE DIRECTOR 40.00
Officer
$99,510 $3,055 $102,565
KRISTA GREEN DEMAS EXECUTIVE DIRECTOR 40.00
Officer
$77,350 $11,363 $88,713
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,558,781 $2,248,227 $3,061,246 $310,554
2024 $1,872,998 $2,206,476 $2,718,937 $-333,478
2023 $2,128,529 $1,838,191 $3,300,861 $290,338
2022 $2,037,805 $1,768,764 $1,388,410 $269,041
2021 $1,515,354 $1,365,585 $1,038,344 $149,769
2020 $1,471,765 $1,512,406 $728,561 $-40,641
2019 $1,507,838 $1,440,694 $479,764 $67,144
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