2023-03-31T10:32:20-05:00 2022-06-30 061012254 LEVITSKY & BERNEY P C 1 BRADLEY ROAD SUITE 301 WOODBRIDGE CT 06525 990 2021-07-01 060662137 HAMDEN HALL SCHOOL INC HAMD 2037522600 1108 WHITNEY AVENUE HAMDEN CT 06517 ROBERT IZZO HEAD OF SCHOOL 2037522626 2023-03-22 ROBERT IZZO 999009999 RONALD BAILEY P00834463 2033895371 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROBERT IZZO 1108 WHITNEY AVENUE HAMDEN CT 06517 28020892 0 X WWW.HAMDENHALL.ORG X 1946 CT EDUCATION 19 19 257 0 0 0 1197053 1772683 23823117 25004772 124993 1237925 0 0 25145163 28015380 6372040 6615381 0 0 12699730 13574029 0 0 582908 5165294 5618079 24237064 25807489 908099 2207891 45579544 47571525 30054004 30683408 15525540 16888117 X TO CONDUCT, MAINTAIN, OPERATE AND MANAGE AN EDUCATIONAL INSTITUTION AND SCHOOL, TO EDUCATE AND ADVANCE THE EDUCATION OF GIRLS AND BOYS, YOUNG WOMEN AND YOUNG MEN AND TO STIMULATE IN THEM SOUND SCHOLARSHIP, LEARNING, PHYSICAL VIGOR AND UPRIGHTNESS OF CHARACTER BY SUCH METHODS AND UPON SUCH LIVES AS MAY SEEM EXPEDIENT. 0 0 24029437 6615381 24999260 EDUCATION OF PRE-SCHOOL THROUGH TWELFTH GRADE STUDENTS AND RELATED ACTIVITIES. THE TOTAL NUMBER OF STUDENTS WHICH ATTENDED THE SCHOOL IN FISCAL YEAR 2022 WAS 607. 24029437 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 84 0 257 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X PAM MALEC 2037522626 1108 WHITNEY AVENUE HAMDEN CT 06517 JOYCE LUJIC PRESIDENT 1.00 X 0 0 0 DAVID RICCIO TREASURER 0.80 X 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 60.00 X X 365369 0 61503 BARBARA DENATALE TRUSTEE 0.50 X 18767 0 0 ANDREW ACQUARULO VICE PRESIDENT 0.50 X 0 0 0 LAURIE-ANN LETIZIA TRUSTEE 1.00 X 0 0 0 CLEMENT LEWIN TRUSTEE 0.50 X 0 0 0 MARSHAL GIBSON TRUSTEE 0.50 X 0 0 0 JOSEPH SAPIENTE TRUSTEE 0.50 X 0 0 0 ROBERT MASSEY TRUSTEE 0.50 X 0 0 0 JORDAN HADELMAN SECRETARY 0.50 X 0 0 0 ANTHONY VINGIANO TRUSTEE 0.50 X 0 0 0 MEENA MORAN TRUSTEE 0.50 X 0 0 0 ANN MARIE GOLIOTO TRUSTEE 0.50 X 0 0 0 MARIA PROTA TRUSTEE 0.50 X 0 0 0 BAYO AFOLALU TRUSTEE 0.50 X 0 0 0 PHYLLIS PARI TRUSTEE 0.50 X 0 0 0 YU HONG HUO TRUSTEE 0.50 X 0 0 0 GINA CRISCUOLO TRUSTEE 0.50 X 0 0 0 MARIANNE MCKEON LUCEY TRUSTEE 0.50 X 0 0 0 BETH REILLY BUSINESS MANAGER 50.00 X 148000 0 9940 JAMES HUNTER DIRECTOR OF FACILITIES 50.00 X 132700 0 23200 KIMBERLY PORTO CO-DIRECTOR OF UPPER SCHOOL AND ACADEMIC DEAN 40.00 X 123000 0 29818 JANET IZZO DIRECTOR OF ADMISSIONS 40.00 X 145900 0 22950 LORRI CARROLL DIR. OF LOWER SCHOOL 40.00 X 127100 0 8995 DAVID DOYLE DIRECTOR OF ATHLETICS 40.00 X 123250 0 8277 1184086 0 164683 16 0 1 0 OR&L CONSTRUCTION CORPORATION 2 SUMMIT PLACE BRANFORD CT 06405 CONSTRUCTION SERVICES 993260 FLIK COMPASS GROUP USA PO BOX 417632 BOSTON MA 022417632 FOOD SERVICE 776293 CJ FUCCI INC 63 RUSSELL ST NEW HAVEN CT 06513 CONSTRUCTION SERVICES 243413 DIVERSIFIED BUILDING SERVICES INC 340 QUINNIPIAC ST BLDG 1 WALLINGFORD CT 06492 JANITORIAL SERVICES 214147 B & B TRANSPORTATION 41 VILLAGE LANE BETHANY CT 06524 STUDENT TRANSPORTATION 169965 5 440392 1332291 140072 1772683 STUDENT PROGRAM INCOME 611600 25004772 25004772 25004772 1243437 1243437 5512 -5512 -5512 -5512 28015380 24999260 0 1243437 6615381 6615381 513371 91343 348954 73074 10403647 9765691 335737 302219 612986 523364 59334 30288 1285433 1191635 68782 25016 758592 677827 52188 28577 53367 53367 42273 42273 27554 20144 165 7245 325574 158001 112332 55241 1255509 1228893 17134 9482 2125 1518 67 540 22721 19330 2505 886 362090 349453 8135 4502 997405 962594 22410 12401 226179 219378 4378 2423 SUPPLIES 916009 902478 5631 7900 MISCELLANEOUS OTHER 737335 691295 41566 4474 STUDENT ACTIVITIES 551260 522215 17683 11362 BONDED DEBT INTEREST EX 50357 48600 1131 626 48321 40297 1372 6652 25807489 24029437 1195144 582908 60168 62238 7739711 8397232 397310 225236 362602 344284 30625 24297 173003 181494 40965989 17032226 24466576 23933763 10501236 8937733 1848313 5465248 45579544 47571525 1198344 1181476 9032622 9671110 19798226 19145673 24812 685149 30054004 30683408 X 14903178 16382276 622362 505841 15525540 16888117 45579544 47571525 X 2207891 -2801777 1956463 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10417292 482465 -1535119 386490 8978148 7507446 98795 3164097 353046 10417292 7380206 37697 387274 297731 7507446 7412377 63511 175572 271254 7380206 7277027 180731 499783 545164 7412377 0.95500 0.04500 0 0 4245953 4245953 17812961 6785231 11027730 16178426 8040827 8137599 2728649 2206168 522481 23933763 8937733 F 8937733 DEPOSITS AND MISCELLANEOUS RECEIVABLES 147628 UNAMORTIZED DEBT ISSUANCE COSTS 447843 INTEREST RATE SWAP AGREEMENT 2835509 CONSTRUCTION IN PROGRESS 2034268 5465248 27170066 -2801777 1956463 -845314 28015380 0 28015380 25807489 0 25807489 0 25807489 PART V, LINE 4: THE SCHOOL USES ITS ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CURRENT YEAR UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP 1956463. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NOTICE POSTED ON SCHOOL'S WEBSITE. 1 FINANCIAL AID SCHOLARSHIPS 279 5409615 1205766 TUITION REMISSION BENEFITS TO EMPLOYEES AND STUDENT WORK PROGRAMS. PART I, LINE 2: FINANCIAL AID SCHOLARSHIPS PROVIDED TO STUDENTS IS BASED ON FINANCIAL AID APPLICATION COMPLETED BY FAMILY OF STUDENT, AMOUNT OF SCHOLARSHIP IS CALCULATED BASED ON INCOME, ASSETS OF FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 365369 0 0 0 0 0 47100 0 14403 0 426872 0 0 0 JANET IZZO DIRECTOR OF ADMISSIONS 145900 0 0 0 0 0 8547 0 14403 0 168850 0 0 0 BETH REILLY BUSINESS MANAGER 148000 0 0 0 0 0 9940 0 0 0 157940 0 0 0 JAMES HUNTER DIRECTOR OF FACILITIES 132700 0 0 0 0 0 8974 0 14226 0 155900 0 0 0 KIMBERLY PORTO CO-DIRECTOR OF UPPER SCHOOL AND ACAD 123000 0 0 0 0 0 7805 0 22013 0 152818 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL, DIRECTOR OF ADMISSIONS AND THE DIRECTOR OF LOWER SCHOOL RECEIVE USE OF A PERSONAL RESIDENCE IN ACCORDANCE WITH THE TERMS OF THEIR EMPLOYMENT CONTRACT AGREEMENTS. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 NONEAVAIL 2020-05-01 20385000 SEE PART VI FOR DESCRIPTION OF PURPOSE. 0 0 0 A 1239328 20385000 401375 283166 19700459 2020 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 WEBSTER BANK NATIONAL ASSOC 19.000000000000 0 0 0 0 0 A 0 SCHEDULE K, PART I, ROW A, COLUMN F PROCEEDS OF BOND USED TO REFUND AND REDEEM OUTSTANDING TAX-EXEMPT BONDS ISSUED 7/31/08, TO REFINANCE EXISTING LOANS USED TO PURCHASE AND RENOVATE VARIOUS PROPERTIES, TO RENOVATE OTHER PROPERTY, TO PAY COSTS OF ISSUANCE, SWAP TERMINATION FEES AND SIMILAR FEES AND COSTS WITH RESPECT TO THE BONDS. ALLISON IZZO RELATIVE OF CURRENT OFFICER 1500 SCHOLARSHIP AWARD ACADEMIC PURSUIT OF ACCREDITED GRADUATE OR PROFESSIONAL PROGRAMS 0 JANET IZZO EMPLOYEE AND RELATIVE OF CURRENT OFFICER 145900 EMPLOYMENT WAGES 0 0 0 X 3 224502 FMV AT DATE OF CONTRIB X EQUIPMENT 2 2765 FMV AT DATE OF CONTR X EDUCATIONAL MATERIALS 5 1604 FMV AT DATE OF CONTR 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN IS REVIEWED BY THE SCHOOL'S BUSINESS MANAGER AND BY THE SCHOOL'S TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO APPROPRIATE INDIVIDUALS ANNUALLY AND CONFLICTS DISCLOSED ARE MONITORED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT OF THE BOARD OF TRUSTEES UTILIZES DATA FROM COMPARABLE SCHOOLS IN DETERMINING THE COMPENSATION OF THE HEAD OF SCHOOL. THE DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORM 990 CAN BE FOUND ON GUIDE STAR WEBSITE, EXCLUDING SCHEDULE B. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE BUSINESS MANAGER DURING NORMAL BUSINESS HOURS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JOYCE LUJIC - 1177 RIDGE ROAD, NORTH HAVEN, CT 06473. DAVID RICCIO - 5 BUTTONWOOD DRIVE, BRANFORD, CT 06405. BARBARA DENATALE - 11 WOODSIDE DRIVE, WOODBRIDGE, CT 06525. ANDREW ACQUARULO - 2 WOODMERE CIRCLE, NORTH HAVEN, CT 06473. LAURIE-ANN LETIZIA - 66 HOYT LANE, GUILFORD, CT 06437. CLEMENT LEWIN - 157 HERON DRIVE, ORANGE, CT 06477. MARSHAL GIBSON - 265 CHURCH STREET, STE 504, NEW HAVEN, CT 06510. JOSEPH SAPIENTE - 22 MEADOW WOODS ROAD, SEYMOUR, CT 06483. ROBERT MASSEY - 253 PINE ORCHARD ROAD, BRANFORD, CT 06405. JORDAN HADELMAN - 2550 N. LAKEVIEW AVE., APT. S601, CHICAGO, IL 60614. ANTHONY VINGIANO - 15 CAVALINO WAY, NORTH HAVEN, CT 06473. MEENA MORAN - 7 GUILFORD POINT DRIVE, GUILFORD, CT 06437. ANN MARIE GOLIOTO - 30 SHERWOOD LANE, CHESHIRE, CT 06410. MARIA PROTA - 1361 NORTH HIGH STREET, EAST HAVEN, CT 06512. BAYO AFOLALU - 42 SKYVIEW ROAD, ORANGE, CT 06477. PHYLLIS PARI - 12 QUARRY LANE, HAMDEN, CT 06518. YU HONG HUO - 18 CRESTVIEW DRIVE, NORTH HAVEN, CT 06473. GINA CRISCUOLO - 68 MAPLE AVENUE, NORTH HAVEN, CT 06473. MARIANNE MCKEON LUCEY - 7 MEADOW LANE, GREENWICH, CT 06831. FORM 990, PART XI, LINE 9: CURRENT YEAR UNREALIZED GAIN ON INTEREST RATE SWAP 1956463. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT OF THE SCHOOL AND FOR SELECTION OF THE SCHOOL"S AUDITORS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.