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St. Charles School

 8 Myrtle Street
 Woburn, MA 01801
[P] (781) 935-4635
[F] (781) 935-3121
Bill Grubb
 Printable Profile (Summary / Full)
EIN 53-0196617

LAST UPDATED: 06/11/2015
Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No



Mission StatementMORE »

St. Charles School, rooted in the Catholic tradition, is dedicated to providing a strong education that encourages its students to be life-long learners and leaders, to live their faith with  high moral standards, and to grow academically, spiritually and socially.

Mission Statement

St. Charles School, rooted in the Catholic tradition, is dedicated to providing a strong education that encourages its students to be life-long learners and leaders, to live their faith with  high moral standards, and to grow academically, spiritually and socially.

FinancialsMORE »

Fiscal Year July 01, 2012 to June 30, 2013
Projected Income $1,141,000.00
Projected Expense $1,138,000.00

ProgramsMORE »

  • School-Wide Computer Updates

Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

St. Charles School, rooted in the Catholic tradition, is dedicated to providing a strong education that encourages its students to be life-long learners and leaders, to live their faith with  high moral standards, and to grow academically, spiritually and socially.

Background Statement

St. Charles School was founded in 1884 by the Sisters of Notre Dame de Namur. We offer classes from preschool through eighth grade. We are sponsored by St. Charles Borromeo Parish and accredited by the New England Association of Schools and Colleges.

Our Main Street building (built in 1907) houses: preschool, kindergarten, grades 1 through 4, library, and administrative offices. The Upper School building (built in 1921) houses grades 5-8, the cafeteria, auditorium and specialized classrooms (computer, music, art, science lab). In 1937, St. Charles School enrolled 900 pupils. The model of a parochial school education changed as both enrollment and the number of religious staff decreased. Our girls’ high school closed in 1972. After the change in the public school structure from a junior high school to a middle school of grades 6-8, St. Charles School closed its ninth grade in 1979.

In September of 1979, a planning committee initiated a five-year strategic plan and established a capital reserve fund. In 1988, the Sisters of Notre Dame de Namur ended their long-standing tradition of staffing our school. The first lay principal and staff, who were committed to upholding the principles of Catholic education, were hired in 1988. By 2001, enrollment was 365 students, with each grade level having two full classes. In 2008, enrollment was approximately 230 in our K-8 program, and we expanded our services to include a pre-school program. 

As of 2013, our student population is 200 and our annual budget is $1.2 million dollars. We currently employ sixteen full-time teachers and two aides. Our gym, art, computer and music teachers, and our school nurse, are employed part-time. Our principal of fifteen years will retire in 2013. Half our teachers have master’s degrees and more than ten years of experience. In the same time period when our enrollment decreased by 40%, tuition for a single child increased by 10% (families with multiple children are offered discounted tuition for each additional child). We used our capital reserve fund to cover deficits until we reduced our teacher headcount at the end of academic year 2010-2011. In 2012-2013, the full tuition for a single child is $6,625; students who are members of a “cooperating parish” and are charged tuition of $4,825.

Impact Statement

Stabilization  Our enrollment dropped below 300 for the first time in 2009-2010, and decreased again in 2011.  Families almost uniformly identified the economy as the reason for withdrawing.  We reduced our teacher headcount in 2011 and forecast that enrollment would stabilize by 2012-2013.  Thankfully, our forecasting was accurate.  An unwelcome side effect of the Archdiocese’s parish closure process in 2009-2012 was a perception by some that perhaps our school would be closed.  A few families enrolled in other parochial schools after our layoff, and have since decided to return.

Strategic Planning  Einstein defined insanity as “doing the same thing over and over again and expecting different results.”  It is clear that it is in the best interest of our students and school community for us to make some changes to help fulfill our mission statement.  We have started developing a strategic plan to identify goals and timeframes for:  improving technology; teacher training; creating an alumni development program; and, growing our capital reserves fund.  We need to re-think our tuition structure and credits for parents’ service commitments to the school, and devote resources to expand our preschool program, which serves as a feeder for grades K-8.

Student Achievements Within the last year, our graduates were: named valedictorian at Arlington Catholic High School; enrolled in Advanced Placement classes as sophomores at Woburn High School; granted a full scholarship to Providence College; enrolled at Harvard University.
Identify the best candidate to hire as Principal to build on our existing strengths and address our weaknesses.
Motivate and assist our alumni, school and parish communities in spreading recognition of the value of the curriculum at St. Charles School.
Update computer hardware, software and provide continued training and support to teachers.
Make prudent choices on updating conventional educational resources.

Needs Statement

 Technology. We currently are in need of a complete overhaul of our technology. This includes replacing aging computers, purchasing laptops for all teachers, a mobile computer cart, and IT support personnel. Estimate $100,000. 
Educational Resources. We need to regularly invest in our educational tools such as textbooks, teaching software, and teacher development programs. Estimate $20,000.
Enrollment Growth. Growing enrollment requires investing in a marketing program. We recently updated our website and plan to make further investments in areas such as web marketing, brand development, advertising and social media. Estimate $15,000.

Development and Alumni Relations. Fundraising is a key component of our annual budget and one area of deficit is our alumni donor program. We need significant resources of time and money to build our database and to implement a successful development and alumni relations program. Estimate $35,000.

Rebuild Capital Reserves. We used our cash reserves in order to fund operations during the recent recession era. Our facilities are not modern as both buildings are approximately 100 years old. We are regularly faced with building repairs and upgrades, which is why it is vital to rebuild our reserves. Goal $75,000.

CEO Statement

Parochial Schools are the forebears of charter schools, which are seen as a new approach to offer students the opportunity to excel. St. Charles School has been doing that for over 125 years. The lessons Catholic schools have taught for generations remain relevant – including lessons that fell out of vogue for years, but are again recognized as fundamental tools for students and adults, such as how to diagram a sentence or write a persuasive essay. In addition to academics, we teach Religion – and that makes us different. We do not limit enrollment to students who are Catholic. Indeed, an increasing percentage of our students are not. Our religious curriculum, however, grounds the lessons we teach about morality, spirituality, and responsibility. 

Our students learn values through the Ten Commandments: Honor God; Honor the Sabbath; Honor your parents. Our students are taught to avoid negative, hurtful and dishonest behavior: Do not steal; Do not lie; Do not hurt people. Our students learn the parable of the Good Samaritan, and that we should help people in need – even strangers. They learn “love your neighbor as yourself.” And they learn that “neighbors” include everyone –their school mates, the people who live on their street and in their communities. 

Our book lessons are reinforced with actions. Like Saint Francis of Assisi, our students learn to serve those less fortunate. They make regular visits to the residents of New Horizons, a local retirement community. Students donate food for Thanksgiving baskets, and participate in “tag days” in which they contribute $1 to a particular charity in exchange for not wearing their school uniform. Examples of other school-wide charitable events include our Pennies for Patients – Cancer drive and Walk for Juvenile Diabetes Research.

Our older students are paired with younger classes and assigned “buddies” – for example, kindergarten classes buddy with fourth grade students while first grade buddies up with the fifth grade. Buddies have lunch together on a regular basis, and help celebrate holidays and milestones. Older students look out for their “buddies”, and the little buddies look up to their big friends. We are proud that all of our eighth grade students, whether they go on to public or private high schools, are well prepared to continue their academic pursuits and well equipped to mature into valuable and productive members of society. St.Charles School graduates are police officers, teachers, coaches, doctors, nurses, business owners, business leaders and local government officials.

Board Chair Statement

When my oldest child was in 6th grade, she complained that her teacher made her re-write an essay three times! In high school, when one of her essays was nominated for an award, she told how much she learned from that sixth grade teacher. Starting in 2010, I could attend events during the school day. In my first Veterans Day Program, I saw every grade file up to the stage, take their places and sing or recite a poem or speech. I had tears in my eyes as I watched active military personnel when our students honored them and other audience members who had served in the military. At the public speaking contest, I was floored by some students: one did a Steve Jobs commencement speech; another did Ronald Reagan’s Berlin Wall Speech; another did FDR’s D-Day prayer. Our auditorium is always packed for the Christmas Concert. Every class practices and participates in singing and sometimes performing songs or skits. I am amazed by the effort to create the stage set and have unique performances. This year the entire audience both appreciated the inspiring music and also broke out in laughter during the chorus of a recording of “Hallelujah” when students repeatedly held up cue cards showing the lyrics -- in perfect synchronicity with the powerful, triumphant music! It was so clever.
Students in 7th-8thgrade travel to Washington, DC to tour national landmarks and museums. I know this multi-day trek is a wonderful opportunity for learning, exploration, and bonding. As students finish 8thgrade, they celebrate Class Night and Graduation. Class Night dinner is organized by 7thgrade parents and staffed by 7thgrade students. On Graduation night, 8thgrade students wear caps and gowns when receiving diplomas after a Catholic Mass, followed by an off-site dinner and dance. Much laughter and many tears are shared watching a video collage of the students growing up together. Part of what makes these nights special is that teachers are there too. When my daughter graduated, we all watched the students at the end of the night– they were massed in one group hug – 30 kids holding onto each other on the dance floor, swaying as one. This is why we are passionate about our school.

We are facing our challenges head on. In an effort to control costs, our teachers do more after we went through a painful layoff in 2011: English teachers also teach social studies; others broadened their skills to teach science. Parent donations have stepped up too - our front office looks like a professional office and one of the girls’ bathrooms was updated with stainless steel, granite and sensor faucets. Volunteers created an alumni database by inputting the last ten years of graduates. We held reunion-like events in 2012 for recent graduates and older alumni. The results are encouraging but we have a long way to go. A School Board subcommittee is developing a strategic plan focusing on enrollment and fundraising targets. We strive to stay current with technology. And we have a special challenge this year in hiring a new principal with a vision for our future. St. Charles School has been educating students for over 125 years. We plan to continue to provide a strong education steeped in discipline, respect, and morals for generations to come.

Geographic Area Served


Middlesex County - students from Woburn, Burlington, Billerica, North Billerica, Wilmington, North Reading, Tewksbury and Lowell

Organization Categories

  1. Education - Primary & Elementary Schools
  2. -
  3. -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)



School-Wide Computer Updates

This program is comprised of four distinct parts: 1) updating the Joseph Ford Computer Lab by replacing 25 computers installed in 2006 and purchasing updated educational software; 2) installing new computers and software licenses in 20 classrooms; 3) stocking a mobile computer cart with 25 laptops or Ipads for supervised use by students in classrooms; and 4)  funding for initial and continued staff training and technical support to maximize utilization of the computer updates.
Budget  75000-100000
Category  Education, General/Other
Population Served Children Only (5 - 14 years)
Program Short-Term Success 
Program Long-Term Success 
Program Success Monitored By 
Examples of Program Success 

CEO/Executive Director/Board Comments

St. Charles School generally draws students from communities within 15 miles of Woburn MA.  Woburn has long been a "working class" community that may now be considered "middle class."  Our sponsoring parish, St. Charles Borromeo, does not have an abundance of resources.  It was founded 150 years ago to provide a place of worship to large numbers of Irish immigrants.  Today, St. Charles Church offers weekly Masses in English, Portuguese and Spanish.   St. Charles School is not an inner city school, and is therefore not part of the focused, philanthropic financial support available to parochial schools in Boston neighborhoods.
In the last ten years, the city of Woburn has capitalized on a state program funding the construction of new schools - four new elementary schools have been built in the last 11 years, each at a cost of $12-$24 million.   Our buildings and grounds do not fare well by comparison, and, of course, there is no state funding available to parochial schools. 
Only a small percentage of our students have a parent who stays home - instead, most of our families have two working parents.  Neither our parents nor our parish has the financial resources to make five-figure gifts.  While we are adept at budgeting resources to pay for $15,000 improvements, such as updating textbooks, St. Charles School would not be able to update all of its computer resources at once without outside support. 
 A generous benefactor has made donations to to provide our school with a Mimio Interactive Whiteboard in each classroom in grades 5-8, with a "Mimio room" in our lower building so that teachers in grades K-4 can also use that resource for their classes.  Use of the Mimio technology has underscored how technology can be used in our school and integrated into our curriculum in a way that motivates both teachers and students.
We are in the process of re-wiring the school and upgrading the wireless access points to strengthen our wireless network.  We would like to equip our computer lab with Dell desktops, at an approximate cost of $20,000.  For our teachers and the mobile computer cart, we would like to purchase laptops.  We estimate the cost for 45 laptops is $45,000.  The software and licensing costs would be approximately $20,000.   Integrating the Mimio boards in our classrooms showed us the importance of initial and continued staff training, and we would use $15,000 to provide training and ongoing technical support to our staff.  


CEO/Executive Director Ms Margaret M. Pinkham
CEO Term Start June 2012
CEO Email
CEO Experience
Ms. Pinkham is an attorney and mother of five children who have all either graduated from or are attending St. Charles School.  She was appointed to the Board by the Pastor, Fr. Tim Shea.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Anthony DeFrancesco -- 2011

Senior Staff

Name Title Experience/Biography
Rita Masotta M.Ed. Principal
Mrs. Masotta has been the principal at St. Charles School for fifteen years.  She will retire in June 2013.  She taught math at St. Charles School for ten years before being promoted to Principal, and previously taught at St. Mary's.


Award Awarding Organization Year
-- -- --


Affiliation Year
New England Association of Schools and Colleges (NEASC) --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
New England Association of Schools and Colleges --



CEO/Executive Director/Board Comments


Foundation Comments


Staff Information

Number of Full Time Staff 18
Number of Part Time Staff 7
Number of Volunteers 100
Number of Contract Staff 0
Staff Retention Rate % 100%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 26
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 25
Male: 1
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers 5
Management Succession Plan No
Business Continuity of Operations Plan No
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
State Charitable Solicitations Permit --
State Registration --

Risk Management Provisions


Reporting and Evaluations

Management Reports to Board? N/A
CEO Formal Evaluation and Frequency No N/A
Senior Management Formal Evaluation and Frequency N/A Annually
Non Management Formal Evaluation and Frequency Yes Annually


Board Chair Ms. Margaret M Pinkham
Board Chair Company Affiliation Pinkham Busny LLP
Board Chair Term June 2013 - June 2014
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Filipe Barreto Pastor appointee Voting
Ruffina Britto St. Charles School parent Voting
Colleen Cunningham St. Charles School NonVoting
Deborah Dinardi Lynnfield Public Schools Voting
Ruth Driscoll St. Charles School parent Voting
Janet Ferlisi St. Charles School NonVoting
Principal Bill Grubb St. Charles School Exofficio
William Hayes Fidelity Investments Voting
Nick LaFountain St. Charles School parent Voting
Michael Mulrenan ProEx Physical Therapy Voting
Brian ODonnell Columbia Management Voting
Margaret M Pinkham Pastor appointee Voting
Pastor Timothy Shea St. Charles Church Exofficio

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 11
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 6
Male: 7
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 0
Board Meeting Attendance % 81%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy No
Percentage of Monetary Contributions 38%
Percentage of In-Kind Contributions 85%
Constituency Includes Client Representation Yes

Standing Committees

  • Communications / Promotion / Publicity / Public Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Strategic Planning / Strategic Direction

CEO/Executive Director/Board Comments

The St. Charles School  Board is a consultative board.  Under our by-laws, the Board is to be consulted on matters of finance, policy development and formulation and public relations.  In accordance with our by-laws, we seek consensus on such matters, though the final authority rests with the principal and pastor.

Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

Fiscal Year July 01, 2012 to June 30, 2013
Projected Income $1,141,000.00
Projected Expense $1,138,000.00
Form 990s --
Audit Documents

2014 Budget - St. Charles School

2013 Profit & Loss for St. Charles School

2012 Profit & Loss for St. Charles School

2011 Profit & Loss for St. Charles School

2010 Profit & Loss for St. Charles School

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2013 2012 2011
Total Revenue $1,261,531 $1,216,300 $1,483,120
Total Expenses $1,238,195 $1,221,830 $1,481,335

Prior Three Years Revenue Sources

Fiscal Year 2013 2012 2011
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $5,000 $0
    Federal -- $5,000 --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $29,082 -- $10,000
Indirect Public Support -- -- --
Earned Revenue $986,039 $1,009,300 $1,236,120
Investment Income, Net of Losses $3,770 $18,000 $33,000
Membership Dues -- -- --
Special Events $61,070 $52,000 $84,000
Revenue In-Kind -- -- --
Other $181,570 $132,000 $120,000

Prior Three Years Expense Allocations

Fiscal Year 2013 2012 2011
Program Expense $858,856 $784,463 $1,117,385
Administration Expense $324,075 $437,367 $363,950
Fundraising Expense $55,264 -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.02 1.00 1.00
Program Expense/Total Expenses 69% 64% 75%
Fundraising Expense/Contributed Revenue 61% 0% 0%

Prior Three Years Assets and Liabilities

Fiscal Year 2013 2012 2011
Total Assets -- -- --
Current Assets -- -- --
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets -- -- --

Prior Three Years Top Three Funding Sources

Fiscal Year 2013 2012 2011
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Credit Line No
Reserve Fund Yes
How many months does reserve cover? 3.00

Capital Campaign

Are you currently in a Capital Campaign? Anticipated In 3 Years
Capital Campaign Purpose Replenish reserves used to cover operating deficits in recent years; maintain funding for future capital improvements.
Campaign Goal $75,000.00
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

Short Term Solvency

Fiscal Year 2013 2012 2011
Current Ratio: Current Assets/Current Liabilities nan nan nan

Long Term Solvency

Fiscal Year 2013 2012 2011
Long-term Liabilities/Total Assets nan% nan% nan%

CEO/Executive Director/Board Comments

St. Charles School does not file separate tax returns.  Our finances are incorporated into the financial statements of our sponsoring parish, St. Charles Borromeo Church.  We have provided the School's annual budgets for this profile.  St. Charles Borromeo Church has audited financial statements.  Though the School does not have a separate credit line, we do have the ability to seek funds from our parish.  St. Charles Borromeo and other nearby parishes provide financial support to St. Charles School, currently equal to approximately $90,000 per year.  The Archdiocese, however, is in the process of changing the manner in which parishes are charged for certain support, and those changes will not take effect until the coming fiscal year.  It is not yet clear whether those accounting changes will have any effect on the School's funding.
St. Charles School has been a part of our community for 125 years.  As such, we have hundreds, if not thousands, of graduates.  One of our fourth grade students is the fourth generation of his family to attend St. Charles School.  We see alumni development as a wonderful resource to both communicate our message about all our school has to offer, and to obtain further economic support. 

Foundation Comments

Financial summary data in the charts and graphs above is per the organization's internal income statements, as St. Charles School is a part of the Catholic Church, under the c3 status held by the United States Conference of Catholic Bishops. Please note - While the organization is covered under a 501c3 status, it is not required to file an annual return with the IRS because it is a church, as such, no Form 990s or Audits are posted above. The other category includes support from the parish.  The asset and liability data above is not available due to the unique structure of the church and school, along with the Roman Catholic Archdiocese.


Other Documents

No Other Documents currently available.


The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.

1. What is your organization aiming to accomplish?


2. What are your strategies for making this happen?


3. What are your organization’s capabilities for doing this?


4. How will your organization know if you are making progress?


5. What have and haven’t you accomplished so far?