2023-05-12T09:00:35-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2021-07-01 060646961 WESTOVER SCHOOL INC WEST 2037582423 1237 WHITTEMORE ROAD MIDDLEBURY CT 06762 ARCHIBALD R MONTGOMERY IV INTERIM HEAD OF SCHOOL 2037582423 2023-05-10 1 ARCHIBALD MONTGOMERY IV 999009999 JOHN TOSCANO P00358542 8605614000 2023-05-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ARCHIBALD R MONTGOMERY I 1237 WHITTEMORE ROAD MIDDLEBURY CT 06762 20135968 0 X WWW.WESTOVER.ORG X 1909 CT WESTOVER SCHOOL EMPOWERS YOUNG WOMEN TO LEAD LIVES OF CONSEQUENCE. 27 26 138 250 0 0 3444616 3863330 8862826 11916894 2563327 2926258 18624 9755 14889393 18716237 4377618 5508481 0 0 5629424 6641147 0 0 1292650 6965625 8298968 16972667 20448596 -2083274 -1732359 114183779 106285519 23440643 23324020 90743136 82961499 WESTOVER SCHOOL EMPOWERS YOUNG WOMEN TO LEAD LIVES OF CONSEQUENCE. 0 0 13459880 5508481 11926649 THE PROGRAM SERVICES RENDERED ARE THOSE ASSOCIATED WITH COLLEGE PREP INSTITUTIONS FOR APPROXIMATELY 188 DURING THE TAX YEAR ENDED JUNE 30, 2021. THESE INCLUDE: PROVIDING AN ENVIRONMENT SUITABLE FOR THE EDUCATION, DORMITORY SERVICE, TEXTBOOKS AND SUPPLIES AND ATHLETIC FACILITIES INCLUDING USE OF THE FACILITIES BY OTHER ORGANIZATIONS FOR THE SAME PURPOSE. 13459880 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 1 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 67 0 1 138 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2035774505 1237 WHITTEMORE RD MIDDLEBURY CT 06762 JULIE FAULSTICH HEAD OF SCHOOL 40.00 X X 316741 0 34278 SNEAD STARR PRESIDENT 1.00 X X 0 0 0 TANSLEY MAURA SECRETARY 1.00 X X 0 0 0 KLOMBURG JUTTA VICE-PRESIDENT 1.00 X X 0 0 0 MCCLEARN ROBIN TREASURER 1.00 X X 0 0 0 BERGER ALISA BOARD MEMBER 1.00 X 0 0 0 BEYER CHARLOTTE BOARD MEMBER 1.00 X 0 0 0 CARPENTER SUSANNE BOARD MEMBER 1.00 X 0 0 0 CLIFTON MARRA BOARD MEMBER 1.00 X 0 0 0 COOPER AARON BOARD MEMBER 1.00 X 0 0 0 FEINBERG ANN BOARD MEMBER 1.00 X 0 0 0 GOLD JENNIFER BOARD MEMBER 1.00 X 0 0 0 HOAGLAND ALISON BOARD MEMBER 1.00 X 0 0 0 MELVIN ROBIN BOARD MEMBER 1.00 X 0 0 0 MUIRHEAD SOPHIA BOARD MEMBER 1.00 X 0 0 0 NAPPI BRANDON BOARD MEMBER 1.00 X 0 0 0 NEILSON EMILY BOARD MEMBER 1.00 X 0 0 0 POINDEXTER BECCA BOARD MEMBER 1.00 X 0 0 0 PRIFTIS ANN BOARD MEMBER 1.00 X 0 0 0 SAVOYE CARLTON BOARD MEMBER 1.00 X 0 0 0 SIMONS ALESSANDRA BOARD MEMBER 1.00 X 0 0 0 TRUMBULL LENKIE BOARD MEMBER 1.00 X 0 0 0 WILLIAMS LATA BOARD MEMBER 1.00 X 0 0 0 THOMAS GORMAN CHIEF OPERATING OFFICER 40.00 X 203969 0 42889 MARY RISNER CHIEF DEVELOPMENT OFFICER 40.00 X 159764 0 48965 DAVID TUTTLE DIRECTOR OF ENROLLMENT MAN 40.00 X 125427 0 8568 BENJAMIN HILDEBRAND ASSISTANT HEAD OF SCHOOL 40.00 X 113269 0 52696 LAUREN CASTAGNOLA DIRECTOR OF MARKETING 40.00 X 102010 0 5101 1021180 0 192497 6 0 1 0 ARAMARK 1101 MARKET ST PHILADELPHIA PA 19101 DINING SERVICES 876798 SMG PO BOX 53 BRATTLEBORO VT 05302 HOUSEKEEPING 193345 ACCOUNTEMPS 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 TEMPORARY SERVICES 171441 LUNAN'S LANDSCAPING 98 EAST LITCHFIELD ROAD SOUTH LITCHFIELD CT 06759 LANDSCAPING 153685 WINDOW RESTORATION 600 FOUR ROD ROAD BUILDING 7 BERLIN CT 06037 CONSTRUCTION AND INSTALLATION OF WINDOWS 152000 7 3863330 896436 3863330 TUITION AND FEES 611710 11733198 11733198 AUXILIARY PROGRAMS AND FEES 611710 183696 183696 11916894 279750 279750 4050000 1403492 2646508 2646508 2646508 20093 16239 3854 3854 MISCELLANEOUS 900099 5901 5901 5901 18716237 11926649 0 2926258 5508481 5508481 614778 53421 525744 35613 4824821 2846181 1513510 465130 261633 173822 59921 27890 568355 356666 152154 59535 371560 219900 114274 37386 170551 170551 1056980 63944 971389 21647 1759349 1020423 510211 228715 590385 342423 171212 76750 1422500 825050 412525 184925 315664 183085 91543 41036 OPERATING EXPENSES 1646214 529159 1003032 114023 STUDENT SERVICES AND AC 1337325 1337325 20448596 13459880 5696066 1292650 162884 178867 1170405 176334 367204 245965 241080 -274769 245993 245893 52295 35245 22000 14357 58067294 21144311 37215512 36922983 39925121 32292934 34781285 36447710 114183779 106285519 974297 2372833 1742057 711933 20382119 19835661 47232 24528 294938 379065 23440643 23324020 X 9410043 12673542 81333093 70287957 90743136 82961499 114183779 106285519 X -1732359 -8140076 2090798 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73848679 536349 -4824117 3200000 66360911 64169985 20000 12858694 3200000 73848679 66712150 404821 46180 2993166 64169985 66230603 634395 3426993 3579842 66712149 64518203 765872 4521163 3574634 66230604 0.12260 0.87740 0.00000 0 0 1047600 1047600 47583053 15967830 31615223 5365987 3712798 1653189 4070654 1463683 2606971 36922983 ALTERNATIVE INVESTMENTS 36447710 F 36447710 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS 379065 379065 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN BROCHURES AND CATALOGS PERTAINING TO STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. IT IS ALSO PUBLISHED IN VARIOUS NEWSPAPER ADVERTISING. CENTRAL AMERICAN AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS 0 0 INVESTMENTS 14560000 0 0 0 0 0 0 14560000 0 14560000 0 0 0 0 1 0 PART I, LINE 3: FOREIGN INVESTMENTS ARE VARIOUS FUNDS HELD AS PART OF THE SCHOOL'S ENDOWMENT. PART III ACCOUNTING METHOD: 1 FINANCIAL AID AND SCHOLARSHIPS 121 5508481 CASH VALUE OF TUITION AND FEES FINANCIAL AID AND SCHOLARSHIPS APPLIED TO THE STUDENTS' ACCOUNTS PART I, LINE 2: FINANCIAL ASSISTANCE IS AVAILABLE IN THE FORM OF NEED-BASED AID AND PAYMENT PLANS. AN OBJECTIVE NEEDS-ANALYSIS SYSTEM IS USED BY THE SCHOOL AS A BASIC GUIDELINE TO PROVIDE CONSISTENCY IN ASSESSING NEED. WESTOVER SUBSCRIBES TO THE PRINCIPALS AND SERVICES OF THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS). X X 0 0 X X X 0 0 0 0 0 0 0 0 1 0 JULIE FAULSTICH HEAD OF SCHOOL 315929 0 0 0 812 0 20625 0 13653 0 351019 0 0 0 THOMAS GORMAN CHIEF OPERATING OFFICER 203157 0 0 0 812 0 10601 0 32288 0 246858 0 0 0 MARY RISNER CHIEF DEVELOPMENT OFFICER 159039 0 0 0 725 0 24876 0 24089 0 208729 0 0 0 BENJAMIN HILDEBRAND ASSISTANT HEAD OF SCHOOL 112651 0 0 0 618 0 19500 0 33196 0 165965 0 0 0 A CT HEALTH & EDUCATIONAL FACILITIES- SERIES C & D 060806186 2017-06-13 21330000 FUNDING THE RENOVATION OF MAIN BLDG & CONSTRUCTION OF STUDENT CENTER 0 1 0 A 1102252 21330000 6710335 199372 14420273 1 0 0 1 A 1 1 0 0 0 1 A 0 X 27 896436 FAIR VALUE 0 1 0 PART I, COLUMN (B): THE AMOUNT INCLUDED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE SCHOOL'S CHIEF OPERATING OFFICER. A COMPLETE DRAFT, EXCLUDING SCHEDULE B, IS MADE AVAILABLE TO THE ENTIRE BOARD THROUGH THE PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY. ANY MATTERS DISCLOSED ARE REVIEWED AND RESOLVED BY THE EXECUTIVE LEADERSHIP OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL HAS A COMPENSATION COMMITTEE THAT IS CHAIRED BY THE PRESIDENT OF THE BOARD OF TRUSTEES. THE COMMITTEE REVIEWS STATISTICAL DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND SURVEYS OF CT INDEPENDENT SCHOOLS TO PROVIDE COMPARATIVE DATA. IN DETERMINING COMPENSATION, A PERFORMANCE REVIEW IS ALSO COMPLETED. THE RESULTS ARE DOCUMENTED IN WRITING AND FORWARDED TO THE CHIEF OPERATING OFFICER. A COPY IS MAINTAINED IN THE INDIVIDUALS' PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR LOSSES ON STUDENT LOANS -14,250. 2021 AUDIT ADJUSTMENTS IMPACTING OPENING NET ASSETS (NOT PRIOR PER ADJUST) 2,105,048. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. FORM 990, PART IV, LINE 12A AND PART XII, LINE 2B: THE ORGANIZATION'S FINANCIAL STATEMENTS HAVE NOT BEEN FINALIZED AS OF THE DATE OF THE FILING OF THIS FORM 990. AN AMENDED FORM 990 FOR THE TAX YEAR ENDED JUNE 30, 2022 WILL BE FILED IF THERE ARE SIGNIFICANT DISCREPANCIES FROM THIS FILING. FORM 990, PART XI, LINE 9 AN AMOUNT WAS INCLUDED AS 2021 AUDIT ADJUSTMENTS IMPACTING OPENING NET ASSETS (NOT PRIOR PER ADJUST) NECESSARY TO BALANCE PART X. THE AMOUNT REPORTED IS NOT A PRIOR PERIOD ADJUSTMENT BECAUSE THE ADJUSTEMENTS ALL IMPACTED FISCAL YEAR 2021 UNAUDITED INFORMATION USED TO PREPARE FORM 990 FOR FISCAL YEAR ENDED JUNE 30, 2021. THE SCHOOL INTENDS TO FILE AN AMENDED RETURN FOR THE FISCAL YEAR ENDED JUNE 30, 2021. FORM 990 FOR THE YEAR ENDED JUNE 30, 2022 WILL ALSO BE AMENDED ONCE THE AUDIT OF THAT FISCAL YEAR HAS BEEN COMPLETED.