2024-02-07T16:24:15-06:00 2023-06-30 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2022-07-01 060646681 INDIAN MOUNTAIN SCHOOL INDI 8604350871 211 MOUNTAIN ROAD LAKEVILLE CT 06039 CHERYL SLEBODA CFO 8604350871 2024-02-02 1 CHERYL SLEBODA 999009999 1 GAYLE A CARBONE P01010777 2032489341 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JODY REILLY SOJA 211 MOUNTAIN ROAD LAKEVILLE CT 06039 22759321 0 X WWW.INDIANMOUNTAIN.ORG X 1922 CT TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 23 23 136 0 0 0 2569871 4932801 14467279 14793831 272790 791198 0 0 17309940 20517830 2037189 2418425 0 0 9111984 9581852 0 0 1010528 4206723 4630513 15355896 16630790 1954044 3887040 33045889 42667804 7231896 11907280 25813993 30760524 TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 0 0 12871539 2418425 14793831 BASIC PROGRAM SERVICE ACTIVITIES INCLUDING SCHOOL AND EDUCATION PROGRAMS FOR APPROXIMATELY 230 STUDENTS IN GRADES 5-9, AND APPROXIMATELY 76 STUDENTS IN GRADES PK-4. THIS INCLUDES BOTH DAY AND BOARDING STUDENTS. 12871539 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 0 0 1 0 0 0 0 0 0 0 0 1 119 0 1 136 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CHERYL SLEBODA CFO 8604350871 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 CHRISTOPHER SANGER PRESIDENT 1.00 X X 0 0 0 ULRIKA EKMAN VICE PRESIDENT 1.00 X X 0 0 0 JAMIL SWATI TREASURER 1.00 X X 0 0 0 ANNA TRAGGIO SECRETARY 1.00 X X 0 0 0 LAWRENCE ALEXANDER TRUSTEE 1.00 X 0 0 0 MICHELE BROWNE TRUSTEE 1.00 X 0 0 0 CATHERINE GOUGE TRUSTEE 1.00 X 0 0 0 ALEXANDRA JARISLOWSKY TRUSTEE 1.00 X 0 0 0 LIMIN KONG TRUSTEE 1.00 X 0 0 0 HENRY LABALME TRUSTEE 1.00 X 0 0 0 JUHYUN LIM TRUSTEE 1.00 X 0 0 0 ESTHER MA TRUSTEE 1.00 X 0 0 0 KATHRYN MATTIS TRUSTEE 1.00 X 0 0 0 PIETER MULDER TRUSTEE 1.00 X 0 0 0 DAVID NUZUM TRUSTEE 1.00 X 0 0 0 JUSTIN ROYCE TRUSTEE 1.00 X 0 0 0 JEREMY SPOFFORD TRUSTEE 1.00 X 0 0 0 SAVANNAH STEVENSON TRUSTEE 1.00 X 0 0 0 RICHARD TURNURE TRUSTEE 1.00 X 0 0 0 CARY ULLMAN TRUSTEE 1.00 X 0 0 0 JASON VELEZ TRUSTEE 1.00 X 0 0 0 LARA VITIELLO TRUSTEE 1.00 X 0 0 0 MARK WINMILL TRUSTEE 1.00 X 0 0 0 JODY R SOJA HEAD OF SCHOOL 40.00 X 329911 0 180997 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 40.00 X 197226 0 36955 SARAH SMITH DIRECTOR OF ADVANCEMENT 40.00 X 158200 0 19054 AMY VORENBERG HEAD OF LOWER SCHOOL 40.00 X 118360 0 21521 803697 0 258527 4 0 1 0 SAGE DINING SERVICES SUITE 100 1402 YORK ROAD LUTHERVILLE MD 21093 DINING/FOOD SERVICE 795602 JBR JANITORIAL SERVICES 105 BUSHNELL STREET APT 3 HARTFORD CT 061141879 JANITORIAL SERVICES 130620 2 417798 4515003 92359 4932801 TUITION AND FEES 611110 14302642 14302642 OTHER SCHOOL PROGRAM FEES 611110 319166 319166 AUX SERVICES; BOOKSTORE 611110 172023 172023 14793831 335733 335733 2696956 2241491 455465 455465 455465 20517830 14793831 0 791198 2418425 2418425 721752 142974 435804 142974 5956226 4514067 1048788 393371 191377 125948 50895 14534 2251550 2019400 169427 62723 460947 336503 98430 26014 59096 59096 22057 22057 1985301 1463988 274759 246554 247101 12783 234318 925677 868263 54224 3190 238286 58456 63765 116065 44783 15063 28920 800 84935 84935 651028 592436 55337 3255 209581 190719 17814 1048 PROFESSIONAL FEES 134276 25026 109250 BAD DEBTS 28392 28392 16630790 12871539 2748723 1010528 5601112 5423243 264839 326842 1785805 2657222 124493 576615 84735 116918 139180 191338 29601338 18747098 9716112 10854240 11016372 12100139 4313241 10421247 33045889 42667804 1523093 1097293 1969241 3669777 3437313 5467843 113880 997920 188369 674447 7231896 11907280 X 17702111 21528757 8111882 9231767 25813993 30760524 33045889 42667804 3887040 1059491 0 X 0 1 X 1 0 X 1169462 2161603 4865363 2569871 4932801 15699100 1169462 2161603 4865363 2569871 4932801 15699100 1995234 13703866 193808 192438 186406 192804 335733 1101189 16800289 62913994 0.81570 0.86920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10936161 25500 1645291 465141 12141811 12744631 25500 -1442688 391282 10936161 10678846 25250 2454913 414378 12744631 10882915 3000 145738 352807 10678846 9944945 1000 1311051 374081 10882915 0.47780 0.21150 0.31070 0 0 1078934 1078934 24258863 15070792 9188071 4263541 3676306 587235 10854240 CONSTRUCTION IN PROGRESS 10002081 RIGHT OF USE ASSETS 419166 10421247 DEFERRED COMPENSATION 255281 LEASE LIABILITIES 419166 674447 19099800 1059491 1059491 18040309 59096 2418425 2477521 20517830 14153269 0 14153269 59096 2418425 2477521 16630790 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PAY FOR THE EXPENSES RELATED TO THE EDUCATIONAL PURPOSE OF THE ORGANIZATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 2,418,425. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 2,418,425. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISED IN LOCAL/REGIONAL NEWSPAPER ANNUALLY. 1 FINANCIAL AID TO STUDENTS 76 2418425 FAIR MARKET VALUE REDUCTION OF TUITION COST CHARGED TO STUDENT PART I, LINE 2: THE ORGANIZATION MAINTAINS A FINANCIAL AID COMMITTEE OF FOUR INDIVIDUALS, INCLUDING THE DIRECTOR OF ADMISSIONS, DIRECTOR OF FINANCIAL AID/SENIOR ASSOCIATE DIRECTOR OF ADMISSIONS, CHIEF FINANCIAL OFFICER AND ADMISSIONS ASSOCIATE. THE COMMITTEE REVIEWS ALL FINANCIAL AID APPLICATIONS ON AN ANNUAL BASIS TO DETERMINE AWARDS UTILIZING TAX RETURNS, SSS APPLICATIONS AND PARENT INTERVIEWS. FINANCIAL AID AWARDS ARE BASED ON NEED. X X X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 JODY R SOJA HEAD OF SCHOOL 307411 0 0 0 22500 0 17863 0 163134 0 510908 0 0 0 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 186226 0 0 0 11000 0 11378 0 25577 0 234181 0 0 0 SARAH SMITH DIRECTOR OF ADVANCEMENT 148200 0 0 0 10000 0 6180 0 12874 0 177254 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL AND HER FAMILY RESIDED, AS A CONDITION OF EMPLOYMENT, IN THE HEAD OF SCHOOL'S HOUSE AT 211 INDIAN MOUNTAIN ROAD, THE SCHOOL PROPERTY. PART I, LINE 3 PLEASE REFER TO THE SCHEDULE O SUPPLEMENTAL INFORMATION TO FORM 990, PART VI, LINE 15 EXPLANATION. A STATE OF CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2021-05-13 12000000 CAMPUS IMPROVEMENTS AND REFINANCE DEBT 0 0 0 A 5778472 42248 3898598 1837626 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE: SCHEDULE K, PART I, LINE A, COL E - ISSUE PRICE 12,000,000 SCHEDULE K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE - PROCEEDS ISSUED THROUGH FYE 6-30-23 5,778,472 X 9 92359 0 1 0 PART I, COLUMN (B): 9 IS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES ELECT THEIR OWN OFFICERS AND VOTE ON THE INDUCTION OF NEW TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A COPY OF THE COMPLETED FORM WILL BE REVIEWED BY THE HEAD OF SCHOOL AND THE FINANCE COMMITTEE (A SUB COMMITTEE OF THE BOARD OF TRUSTEES). ANY FEEDBACK WILL BE DISCUSSED AND REVIEWED WITH THE PREPARERS, AND THE FINAL FORM 990 WILL BE FILED. SUBSEQUENTLY, THE CFO WILL DISTRIBUTE A COPY OF THE COMPLETED FILING TO THE ENTIRE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES CIRCULATES ITS CONFLICT OF INTEREST POLICY. ALL TRUSTEES ARE THEN REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND ALSO SIGN THEIR ACKNOWLEDGMENT OF THE POLICY ANNUALLY IN SEPTEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE HEAD OF SCHOOL, THE SCHOOL'S TOP MANAGEMENT OFFICIAL, IS DETERMINED BY THE COMPENSATION COMMITTEE MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, INCLUDING THE PRESIDENT AND VICE PRESIDENT OF THE BOARD. THEIR PROCESS INCLUDES COMMUNICATION WITH AN INDEPENDENT CONSULTANT WHO IS KNOWLEDGEABLE ABOUT THE COMPENSATION OF HEADS OF SIMILAR SCHOOLS, A REVIEW OF THE HEAD'S JOB PERFORMANCE, A REVIEW OF INFORMATION ABOUT COMPENSATION OF HEADS OF SIMILAR SCHOOLS FOUND IN THEIR RESPECTIVE 990'S, CONSIDERATION OF PERCENT RAISES GIVEN TO OTHER EMPLOYEES OF THE SCHOOL AND CONSIDERATION OF THE SCHOOL'S OVERALL FINANCIAL STATUS. THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER IS SET BY THE HEAD OF SCHOOL. THE HEAD CONSIDERS A REVIEW OF HER JOB PERFORMANCE, A REVIEW OF INFORMATION FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ABOUT CFO COMPENSATION, PERCENT RAISES GIVEN TO OTHER EMPLOYEES OF THE SCHOOL AND CONSIDERATION OF THE SCHOOL'S OVERALL FINANCIAL STATUS WHEN SETTING HER SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST FROM THE CHIEF FINANCIAL OFFICER, CHERYL SLEBODA, IN THE BUSINESS OFFICE.