FOOTE SCHOOL ASSOCIATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOOTE SCHOOL ASSOCIATION INC (EIN 06-0646647)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-08
- IRS object ID
- 202343129349300019
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T08:16:18-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061386456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOOTE SCHOOL ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOOT | BusinessNameControlTxt |
| Phone | 2037773464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 LOOMIS PLACE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNIE RUMSEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2037773464 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEANNIE | PersonFirstNm |
| Person Last | RUMSEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS NICKSE CPA | PreparerPersonNm |
| PTIN | P01325868 | PTIN |
| Phone | 2032814933 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEANNIE RUMSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 LOOMIS PLACE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,887,778 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOOTESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | EMPOWER CHILDREN TO LEAD WITH COURAGE, COMPASSION, AND PURPOSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 221 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,206,176 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,410,321 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,597,223 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,358,233 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,377,799 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,702,133 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,181,198 | PYTotalRevenueAmt |
| CY Total Revenue | $16,066,421 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,151,639 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,553,576 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,596,637 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,453,607 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $760,383 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,856,799 | PYOtherExpensesAmt |
| CY Other Expenses | $4,066,408 | CYOtherExpensesAmt |
| PY Total Expenses | $16,605,075 | PYTotalExpensesAmt |
| CY Total Expenses | $17,073,591 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $576,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,007,170 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,302,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,816,005 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,759,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,622,496 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,542,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,193,509 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EMPOWER CHILDREN TO LEAD WITH COURAGE, COMPASSION, AND PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,007,143 | ExpenseAmt |
| Grant | $2,517,543 | GrantAmt |
| Revenue | $13,721,499 | RevenueAmt |
| Desc | ACADEMIC INSTRUCTION, ATHLETIC & STUDENT ACTIVITIES, OTHER SUPPORT FOR 437 STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $569,819 | ExpenseAmt |
| Revenue | $3,995 | RevenueAmt |
| Desc | HORIZONS PROGRAM | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $259,113 | ExpenseAmt |
| Grant | $15,632 | GrantAmt |
| Revenue | $521,176 | RevenueAmt |
| Desc | AFTER SCHOOL & VACATION PROGRAM | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,209 | ExpenseAmt |
| Grant | $20,401 | GrantAmt |
| Revenue | $111,563 | RevenueAmt |
| Desc | SUMMER SCHOOL PROGRAM | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $84,209 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $20,401 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $111,563 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,920,284 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 221 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037773464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 LOOMIS PLACE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GEORGE JOSEPH | |||||||
| VICE-PRES/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EMILY BRENNER | |||||||
| SECRETARY/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAVITHA BINDRA | |||||||
| PRESIDENT/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEERT ROUWENHORST | |||||||
| TREAS/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JASON PRICE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE GINNETTI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELON BOMS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MONA GOHARA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WICK CHAMBERS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNETTE CHARLES | |||||||
| CO-CHAIR GOVERNANCE/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE ATWOOD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA SHOR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEWA COOPER | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $296,270 | $0 | $33,048 | |
| ANNA MCGAW-MOBARAK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY RAPKIN | |||||||
| VICE-PRES/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD COLEMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT WEISS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER LUCARELLI | |||||||
| PTC CO-PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE SEYMOUR | |||||||
| PTC CO-PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA GOOD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAI WU | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JINYUNG RUMSEY | |||||||
| CFO | 40.00 | Yes (X) | $72,674 | $0 | $10,338 | ||
| ELIZABETH MELLO | |||||||
| DIRECTOR OF ACCREDITATION | 40.00 | $113,735 | $0 | $15,864 | Yes (X) | ||
| PAMELA FORTIN | |||||||
| DIRECTOR OF OP & INFO TECH | 40.00 | $154,031 | $0 | $21,192 | Yes (X) | ||
| JODY ABZUG | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | $135,474 | $0 | $19,931 | Yes (X) | ||
| BARRINGTON FULTON | |||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | $140,939 | $0 | $20,221 | Yes (X) | ||
| MICHAEL MCCABE | |||||||
| DATA SERVICES MANAGER | 40.00 | $111,466 | $0 | $18,318 | Yes (X) | ||
| SUSAN SHAW | |||||||
| LEARNING SPECIALIST | 40.00 | $101,770 | $0 | $16,048 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,126,359 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $154,960 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDWARDO OSELLO PINTING LLC | |||||
| 26 OLD FISH HOURSE | MONROE | CT | 06468 | PAINTING | $173,576 |
| KIEFER USA | |||||
| 2910 FALLING WATERS BLVD | LINDENHURST | IL | 60046 | FLOORING | $161,426 |
| D&O EXCAVATING LLC | |||||
| 330 ROAST MEET HILL RD | KILLINGWORTH | CT | 06419 | EXCAVATION | $102,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $60,994 | GovernmentGrantsAmt |
| All Other Contributions | $3,349,327 | AllOtherContributionsAmt |
| Noncash Contributions | $37,540 | NoncashContributionsAmt |
| Total Contributions | $3,410,321 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $13,591,750 | $13,591,750 |
| AFTER SCHOOL & VACATION PROGRAMS | 611710 | $521,176 | $521,176 |
| MISC PROGRAM INCOME & BUS FEES | 611710 | $129,749 | $129,749 |
| SUMMER PROGRAMS | 611600 | $111,563 | $111,563 |
| HORIZONS PROGRAM ENROLLMENT FEES | 611710 | $3,995 | $3,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,358,233 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $969,393 | TotalRevenueColumnAmt |
| Exclusion | $969,393 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,149,831 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,821,357 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,671,526 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,671,526 | TotalRevenueColumnAmt |
| Exclusion | -$2,671,526 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,066,421 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,358,233 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,702,133 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,553,576 | TotalAmt |
| Program Services | $2,553,576 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,928 | TotalAmt |
| Management And General | $546,928 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,090,452 | TotalAmt |
| Program Services | $5,730,471 | ProgramServicesAmt |
| Management And General | $922,012 | ManagementAndGeneralAmt |
| Fundraising | $437,969 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,565 | TotalAmt |
| Program Services | $345,801 | ProgramServicesAmt |
| Management And General | $53,461 | ManagementAndGeneralAmt |
| Fundraising | $27,303 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,856,524 | TotalAmt |
| Program Services | $1,477,962 | ProgramServicesAmt |
| Management And General | $271,450 | ManagementAndGeneralAmt |
| Fundraising | $107,112 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,138 | TotalAmt |
| Program Services | $408,911 | ProgramServicesAmt |
| Management And General | $93,804 | ManagementAndGeneralAmt |
| Fundraising | $30,423 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,995 | TotalAmt |
| Management And General | $78,995 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,888 | TotalAmt |
| Management And General | $36,888 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,464 | TotalAmt |
| Management And General | $26,464 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,669 | TotalAmt |
| Management And General | $63,669 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,264 | TotalAmt |
| Program Services | $3,506 | ProgramServicesAmt |
| Management And General | $77,733 | ManagementAndGeneralAmt |
| Fundraising | $28,025 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,864 | TotalAmt |
| Program Services | $216,211 | ProgramServicesAmt |
| Management And General | $40,592 | ManagementAndGeneralAmt |
| Fundraising | $27,061 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,652 | TotalAmt |
| Program Services | $1,125,237 | ProgramServicesAmt |
| Management And General | $87,158 | ManagementAndGeneralAmt |
| Fundraising | $19,257 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,198 | TotalAmt |
| Program Services | $441,198 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,280 | TotalAmt |
| Program Services | $43,330 | ProgramServicesAmt |
| Management And General | $5,805 | ManagementAndGeneralAmt |
| Fundraising | $11,145 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757 | TotalAmt |
| Management And General | $757 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,194 | TotalAmt |
| Program Services | $752,182 | ProgramServicesAmt |
| Management And General | $40,010 | ManagementAndGeneralAmt |
| Fundraising | $8,002 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,190 | TotalAmt |
| Program Services | $115,799 | ProgramServicesAmt |
| Management And General | $6,159 | ManagementAndGeneralAmt |
| Fundraising | $1,232 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CURRICULAR ACTIVITIES & | $554,726 | $554,726 | ||
| OUTSIDE SERVICES | $161,460 | $151,374 | $10,086 | |
| PUBLICATIONS | $77,194 | $52,768 | $24,426 | |
| BANK & CREDIT CARD CHAR | $16,613 | $16,613 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,073,591 | TotalAmt |
| Program Services | $13,920,284 | ProgramServicesAmt |
| Management And General | $2,392,924 | ManagementAndGeneralAmt |
| Fundraising | $760,383 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,308 | BOYAmt |
| EOY | $854,670 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,824,992 | BOYAmt |
| EOY | $5,774,764 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027,438 | BOYAmt |
| EOY | $249,050 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,008 | BOYAmt |
| EOY | $30,569 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,789 | BOYAmt |
| EOY | $368,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,263,908 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,133,523 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,448,130 | BOYAmt |
| EOY | $18,130,385 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,120,729 | BOYAmt |
| EOY | $21,123,979 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,284,037 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,302,394 | BOYAmt |
| EOY | $48,816,005 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,110 | BOYAmt |
| EOY | $1,042,096 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,571,412 | BOYAmt |
| EOY | $3,574,309 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,154 | BOYAmt |
| EOY | $6,091 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,759,676 | BOYAmt |
| EOY | $4,622,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,347,379 | BOYAmt |
| EOY | $24,029,424 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,195,339 | BOYAmt |
| EOY | $20,164,085 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,542,718 | BOYAmt |
| EOY | $44,193,509 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,302,394 | BOYAmt |
| EOY | $48,816,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,007,170 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,657,961 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,374,754 | BeginningYearBalanceAmt |
| Contributions | $1,830,028 | ContributionsAmt |
| Investment Earnings Or Losses | $1,840,189 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $163,223 | GrantsOrScholarshipsAmt |
| Other Expenditures | $779,844 | OtherExpendituresAmt |
| End Year Balance | $24,101,904 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,390,943 | BeginningYearBalanceAmt |
| Contributions | $238,642 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,386,233 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $153,390 | GrantsOrScholarshipsAmt |
| Other Expenditures | $715,208 | OtherExpendituresAmt |
| End Year Balance | $21,374,754 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,824,601 | BeginningYearBalanceAmt |
| Contributions | $170,606 | ContributionsAmt |
| Investment Earnings Or Losses | $4,246,658 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $132,475 | GrantsOrScholarshipsAmt |
| Other Expenditures | $718,447 | OtherExpendituresAmt |
| End Year Balance | $25,390,943 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,838,525 | BeginningYearBalanceAmt |
| Contributions | $9,343,447 | ContributionsAmt |
| Investment Earnings Or Losses | -$902,565 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $127,025 | GrantsOrScholarshipsAmt |
| Other Expenditures | $327,781 | OtherExpendituresAmt |
| End Year Balance | $21,824,601 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,805,315 | BeginningYearBalanceAmt |
| Contributions | $912,289 | ContributionsAmt |
| Investment Earnings Or Losses | $541,907 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $119,440 | GrantsOrScholarshipsAmt |
| Other Expenditures | $301,546 | OtherExpendituresAmt |
| End Year Balance | $13,838,525 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,136,864 | OtherCostOrOtherBasisAmt |
| Book Value | $4,136,864 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,362,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,832,238 | DepreciationAmt |
| Book Value | $13,530,399 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,764,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,301,285 | DepreciationAmt |
| Book Value | $463,122 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,130,385 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $17,170,806 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,657,961 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,657,961 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,512,845 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,553,576 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,553,576 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,066,421 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,520,015 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,520,015 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,553,576 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,553,576 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,073,591 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE SCHOOL'S GENERAL OPERATIONS, TO PROVIDE FINANCIAL AID TO STUDENTS, AND TO PROVIDE SUPPORT TO VARIOUS ACADEMIC PROGRAMS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED VS REVENUE ON FINANCIAL STATEMENTS 2,553,576. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED VS REVENUE ON FINANCIAL STATEMENTS 2,553,576. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | POLICY WAS NOT REQUIRED TO BE PUBLISHED IN THE NEWSPAPER OR BROADCAST MEDIA SINCE THE SCHOOL ASSERTS IT CUSTOMARILY DRAWS STUDENTS FROM ITS LOCAL COMMUNITY AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. POLICY IS POSTED ON THE SCHOOL'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | DURING THE YEAR THE SCHOOL RECEIVED $29,895 IN NON-CASH FINANCIAL ASSISTANCE UNDER TITLE 11A WHICH WAS PASSED THROUGH FROM THE CITY OF NEW HAVEN BOARD OF EDUCATION. THE SCHOOL'S HORIZON PROGRAM ALSO RECEIVED $31,099 IN FEDERAL PASS-THROUGH GRANT FUNDS FROM THE STATE OF CONNECTICUT DEPARTMENT OF EDUCATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID FOR ACADEMIC INSTRUCTION, ATHLETIC & STUDENT ACTIVITIES, AS WELL AS OTHER SUPPORT FOR STUDENTS FOR THE REGULAR, AFTER, AND SUMMER SCHOOL SESSIONS. | GrantTypeTxt |
| Recipient | 107 | RecipientCnt |
| Non Cash Assistance | $2,553,576 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION DISCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID GRANTED IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PURPOSE IS MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE GOVERNING BOARD DESIGNED TO INSURE THAT INDIVIDUALS RECEIVING FINANCIAL AID ARE ADEQUATELY INVESTIGATED TO INSURE THAT THEY ARE QUALIFYING RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEWA COOPER | ||||||||||||||
| HEAD OF SCHOOL | $246,270 | $0 | $0 | $0 | $50,000 | $0 | $19,930 | $0 | $13,118 | $0 | $329,318 | $0 | $0 | $0 |
| PAMELA FORTIN | ||||||||||||||
| DIRECTOR OF OP & INFO TECH | $154,031 | $0 | $0 | $0 | $0 | $0 | $10,918 | $0 | $10,274 | $0 | $175,223 | $0 | $0 | $0 |
| BARRINGTON FULTON | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $140,939 | $0 | $0 | $0 | $0 | $0 | $9,947 | $0 | $10,274 | $0 | $161,160 | $0 | $0 | $0 |
| JODY ABZUG | ||||||||||||||
| DEVELOPMENT DIRECTOR | $135,474 | $0 | $0 | $0 | $0 | $0 | $9,657 | $0 | $10,274 | $0 | $155,405 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOARD MEMBERS | PersonNm |
| Relationship With Org | BOARD MEMBERS | RelationshipWithOrgTxt |
| Cash Grant | $54,400 | CashGrantAmt |
| Type Of Assistance | NEED BASED FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,540 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ON JUNE 2, 2023, THE MEMBERS OF THE FOOTE SCHOOL ASSOCIATION, INCORPORATED APPROVED AN AMENDMENT AND RESTATEMENT OF ITS CERTIFICATE OF INCORPORATION. THE RESTATED CERTIFICATE WAS APPROVED BY THE BOARD OF TRUSTEES ON JUNE 5, 2023, AND INCLUDES THE FOLLOWING SUBSTANTIVE AMENDMENTS: (1) REFERENCES HAVE BEEN CHANGED IN THE RESTATED CERTIFICATE TO REFLECT THAT THE CORPORATION IS MANAGED BY ITS BOARD OF TRUSTEES, SUCH THAT THE WORD "TRUSTEES" HAS REPLACED "DIRECTORS" THROUGHOUT. (2) ARTICLE V HAS BEEN AMENDED TO ELIMINATE THE STATEMENT THAT THE BOARD HAS THE POWER TO REMOVE DIRECTORS WITHOUT APPROVAL OF THE MEMBERS. (3) A NEW ARTICLE IX HAS BEEN ADDED RELATING TO THE INDEMNIFICATION OF TRUSTEES, OFFICERS, EMPLOYEES, AND AGENTS, AND THE ADVANCEMENT OF EXPENSES. (4) A NEW ARTICLE X HAS BEEN ADDED RELATING TO ADDITIONAL BENEFITS AVAILABE TO TRUSTEES, OFFICERS AND VOLUTEERS. (5) A NEW ARTICLE XIII HAD BEEN ADDED RELATING TO STATUTORY AND CODE REFERENCES. THE BY-LAWS WERE ALSO UPDATED AS FOLLOWS: 1. RENAMED THE FOOTE BOARD OF DIRECTORS AS THE BOARD OF TRUSTEES TO EMPHASIZE OUR RULE OF STEWARDSHIP 2. CONDENSED THE FOOTE BOARD COMMITTEES INTO 6 STANDING COMMITTEES WITH CROSS-FUNCTIONAL, PURPOSE DRIVEN CHARGES 3. UPDATED THE OFFICER STRUCTURE TO INCLUDE A PRESIDENT, TREASURER, SECRETARY & 2 VICE PRESIDENTS 4. ELEVATED THE CHAIR OF THE COMMUNITY BUILDING (FORMERLY PARENT TEACHER COUNCIL) TO EXECUTIVE COMMITTEE 5. CODIFIED THAT ALL OTHER COMMITTEES WILL BE CHAIRED BY AN OFFICER TO IMPROVE EFFICIENCY AND COMMUNICATION 6. REMOVED THE BOARD POLICIES AND MOVED INTO A POLICIES AND PROCEDURES MANUAL 7. MODERNIZED THE BYLAWS TO ALLOW FOR ELECTRONIC MAIL, VIRTUAL MEETINGS, ETC. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY PARENTS OR GUARDIANS OF THE PERSON OF A CHILD ENROLLED AND IN ATTENDANCE AT THE SCHOOL MANAGED OR OPERATED BY THE ASSOCIATION SHALL BE MEMBERS OF THE ASSOCIATION. MEMBERSHIP IN THE ASSOCIATION SHALL TERMINATE WHEN A MEMBER CEASES TO HAVE A CHILD ENROLLED IN AND ATTENDING SAID SCHOOL, PROVIDED THAT ANY MEMBER WHO IS SERVING AS DIRECTOR OF THE ASSOCIATION WHEN HE OR SHE CEASES TO HAVE A CHILD ENROLLED IN THE SCHOOL SHALL CONTINUE TO BE A MEMBER UNTIL THE EXPIRATION OF HIS OR HER TERM AS DIRECTOR. |
| FORM 990, PART VI, SECTION A, LINE 7A | UP TO TWENTY-TWO OF THE DIRECTORS SHALL BE ELECTED BY THE MEMBERS OF THE ASSOCIATION. AT LEAST TWO-THIRDS OF THESE DIRECTORS, WHO SHALL BE CALLED ELECTED DIRECTORS, SHALL BE MEMBERS OF THE ASSOCIATION. DIRECTORS WHO ARE NOT MEMBERS OF THE ASSOCIATION, IF ANY, SHALL BE INDIVIDUALS WHOSE KNOWLEDGE OR EXPERIENCE WITH EDUCATION, CHILDREN, INDEPENDENT SCHOOLS, OR OTHER SUBJECTS RELEVANT TO THE SCHOOL, WILL BENEFIT THE BOARD AND THE SCHOOL, OR WHOSE ACTIVE PARTICIPATION OTHERWISE WILL BROADEN AND STRENGTHEN THE BOARD AND CONTINUE THE SCHOOL'S WELL-BEING. ELECTED DIRECTORS SHALL SERVE FOUR YEAR TERMS, WHICH MAY BE STAGGERED SO THAT APPROXIMATELY ONE-FORTH OF THE ELECTED DIRECTORS HAVE TERMS THAT EXPIRE IN ANY GIVEN YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS MAY AUTHORIZE AN AMENDMENT TO THE BYLAWS THAT FURTHER REDUCE OR ELIMINATE THE SUBSTANTIVE RIGHTS OF THE MEMBERS. THIS IS AN EXAMPLE OF A VOTE RESERVED ONLY TO THE MEMBERS, AND IN WHICH THE BOARD DOES NOT HAVE A SAY. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE THEN THE EXECUTIVE COMMITTEE. THE APPROVED FORM 990 IS THEN MADE AVAILALBLE TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE. THE CONFLICT OF INTEREST POLICY GETS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO SIGN A NEW CONFLICT OF INTEREST DISCLOSURE FORM. ALL FORMS ARE KEPT ON FILE AT THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD, ACTING AS A COMPENSATION COMMITTEE, IS AUTHORIZED TO EVALUATE AND DETERMINE COMPENSATION OF THE HEAD OF SCHOOL. ONLY INDEPENDENT EXECUTIVE COMMITTEE MEMBERS MAY PARTICIPATE IN THE PROCESS. PRIOR TO MAKING A DECISION AND REPORTING TO THE FULL BOARD, THE EXECUTIVE COMMITTEE WILL OBTAIN AND RELY UPON APPROPRIATE OBJECTIVE DATA AS TO COMPARABILITY. THE EXECUTIVE COMMITTEE CONTEMPORANEOUSLY SUBSTANTIATES ITS DELIBERATION AND DECISION IN MEETING MINUTES. THE BUSINESS MANAGER AND ALL OTHER EMPLOYEES AT THE SCHOOL ARE HIRED AND EVALUATED ANNUALLY BY THE HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE OFFICE OF THE SECRETARY OF STATE IN CONNECTICUT. NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
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