2021-10-14T13:47:43-05:00 2021-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2020-07-01 042534161 CHAPEL HILL-CHAUNCY HALL SCHOOL CHAP 7813140800 785 BEAVER STREET WALTHAM MA 02452 GWEN POJASEK CHIEF FINANCIAL OFFICER 7813140800 2021-10-11 1 GWEN POJASEK 999009999 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2021-10-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LANCE CONRAD 785 BEAVER STREET WALTHAM MA 02452 13060072 0 X WWW.CHCH.ORG X 1972 MA WE ENGAGE A DIVERSE COMMUNITY OF LEARNERS IN A COLLABORATIVE EDUCATIONAL EXPERIENCE, PREPARING THEM FOR COLLEGE SUCCESS AND A LIFETIME OF MEANINGFUL ENGAGEMENT WITH THE BROADER WORLD. 24 24 103 12 0 0 712466 1899991 12339596 10342280 107689 343096 29129 113897 13188880 12699264 1902420 2130770 0 0 7102797 6305781 0 0 216430 3535287 3356572 12540504 11793123 648376 906141 20699348 23213235 13385558 14401110 7313790 8812125 X CHAPEL HILL-CHAUNCY HALL SCHOOL IS A COLLEGE PREPARATORY, DAY AND BOARDING SCHOOL THAT EMBRACES DIFFERENCES IN LEARNING STYLE AND CULTURE IN A RICHLY DIVERSE AND SUPPORTIVE COMMUNITY. WE CHALLENGE YOUNG MEN AND WOMEN TO ACHIEVE THEIR INDIVIDUAL POTENTIAL, EXPERIENCE ACADEMIC SUCCESS, AND DEVELOP MORAL STRENGTH AND PERSONAL INTEGRITY. 0 0 8354475 2130770 10139056 EDUCATION PROVIDED TO APPROXIMATELY 180 BOARDING AND DAY STUDENTS AS PART OF DAILY CURRICULUM AND GRANTS FOR FINANCIAL ASSISTANCE TO STUDENTS IN NEED. 466699 214255 SUMMER AND CAMPS - COSTS TO OPERATE CAMPS WHICH PROVIDECAMPERS WITH VARIOUS ACTIVITIES AND PROGRAMS. 8821174 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 103 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X GWEN POJASEK 7813140800 785 BEAVER STREET WALTHAM MA 02452 ALDEN HARRINGTON TRUSTEE 1.00 X 0 0 0 BABU KRISHNAMURTHY TRUSTEE 1.00 X 0 0 0 BEN GIESS TREASURER 5.00 X X 0 0 0 BERNARD J RUDMAN TRUSTEE 1.00 X 0 0 0 CHARLIE EVANGELAKOS TRUSTEE 1.00 X 0 0 0 CHARLOTTE MERRELL CHAIR OF THE BOARD 5.00 X X 0 0 0 CHENGGANG LIU TRUSTEE 1.00 X 0 0 0 CHUCK BLACK TRUSTEE 1.00 X 0 0 0 DAN STRACHMAN TRUSTEE 1.00 X 0 0 0 DAVID COHEN TRUSTEE 1.00 X 0 0 0 DEB MANKIW VICE CHAIR OF THE BOARD 5.00 X X 0 0 0 FRANCESCA COLLINA TRUSTEE 1.00 X 0 0 0 JEFF WOLK TRUSTEE 1.00 X 0 0 0 JENILEE WARD OUTGOING TRUSTEE 1.00 X 0 0 0 JOHN BUTEN TRUSTEE 1.00 X 0 0 0 KIM RIDLEY OUTGOING TRUSTEE 1.00 X 0 0 0 KIM SCIACCA TRUSTEE 1.00 X 0 0 0 LAURA CABOT CARRIGAN TRUSTEE 1.00 X 0 0 0 MARK HARDMON TRUSTEE 1.00 X 0 0 0 RHONDA BENTLEY-LEWIS TRUSTEE 1.00 X 0 0 0 RICH TESTA TRUSTEE 1.00 X 0 0 0 SCOTT BRODY TRUSTEE 1.00 X 0 0 0 SILVINA CHOUMENKOVITCH TRUSTEE 1.00 X 0 0 0 TODD LEMKE TRUSTEE 1.00 X 0 0 0 TOM MULVEHILL CLERK 5.00 X X 0 0 0 WILLIAM RYAN TRUSTEE 1.00 X 0 0 0 GWEN POJASEK CHIEF FINANCIAL OFFICER 40.00 X 165512 0 26516 LANCE CONRAD HEAD OF SCHOOL 40.00 X 234571 0 34186 AL UMINA DIRECTOR OF BUILDINGS & GROUNDS 40.00 X 107838 0 23286 JAMES BELLANCA DIRECTOR OF SUMMER PROGRAMS 40.00 X 108347 0 20596 JOSHUA BUBAR ASSISTANT HEAD OF SCHOOL 40.00 X 138496 0 8196 LESLIE KAYE CHIEF ADVANCEMENT OFFICER 40.00 X 149085 0 21699 LISA PELRINE DIRECTOR OF ENROLLMENT 40.00 X 115995 0 23820 1019844 0 158299 8 0 1 0 DELPHI CONSTRUCTION 130 OVERLAND ROAD WALTHAM MA 02451 CONTRACTOR 696432 FLIK DINING PO BOX 417632 BOSTON MA 02241 DINING SERVICES 511403 VANARIA & SONS SITE DEVELOPING INC PO BOX 550231 WALTHAM MA 02455 CONTRACTOR 140858 UNICLEAN SERVICE CORPORATION PO BOX 497 REVERE MA 02151 CLEANING SERVICES 115673 PHIL MASTROIANNI CORP 17 FOUNTAIN STREET WALTHAM MA 02453 LANDSCAPER 105229 5 154128 1261000 484863 18170 1899991 TUITION, BOARDING FEES 611600 10128025 10128025 CAMP REGISTRATIONS 611600 214255 214255 10342280 103357 103357 104071 0 104071 104071 104071 549333 309594 239739 239739 239739 19655 154128 20860 -1205 -1205 41385 30354 11031 11031 12699264 10353311 0 445962 2130770 2130770 451986 386525 65461 4682984 3021834 1562300 98850 774262 484369 268075 21818 396549 248076 137298 11175 34103 34103 33750 33750 32325 17134 2691 12500 89175 16874 72301 176907 65340 92753 18814 33733 33733 736120 736120 26252 4764 21488 6071 5260 811 288932 288932 788448 788448 123962 123962 FOOD SERVICE 518727 518727 STUDENT SERVICES 211186 211186 SCHOOL/CAMP ACTIVITIES 90700 90700 OTHER ADMINISTRATIVE EX 65434 33 78400 -12999 100747 73905 26842 11793123 8821174 2755519 216430 1362839 3595741 321414 155818 481043 450733 32894 20582 266806 264587 29004285 13975459 15474693 15028826 2701460 3638749 58199 58199 20699348 23213235 403476 672874 3759884 4746295 9173798 8958561 48400 23380 13385558 14401110 X 6414796 7909897 898994 902228 7313790 8812125 20699348 23213235 906141 592194 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2701458 141692 932289 136692 3638747 2525041 207899 99507 130989 2701458 2822814 142672 114967 555412 2525041 2574358 133884 238456 123884 2822814 2272100 115074 302258 115074 2574358 0.80190 0.06490 0.13320 0 0 2252769 2252769 23259495 11345517 11913978 3135809 2471776 664033 356212 158166 198046 15028826 X 11211902 592194 -2130770 -1538576 12750478 -51214 -51214 12699264 9713567 51214 51214 9662353 2130770 2130770 11793123 PART V, LINE 4: INCOME FROM THE SCHOOL'S ENDOWMENT IS APPROPRIATED FOR STUDENT FINANCIAL AID, TEACHERS' SALARIES AND BENEFITS, AND OPERATING EXPENSES OF THE SCHOOL. APPROPRIATIONS ARE MADE IN ACCORDANCE WITH DONOR RESTRICTIONS AND THE SCHOOL'S APPROVED SPENDING POLICY. PART X, LINE 2: THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2021 OR 2020. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2018 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -2,130,770. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -30,354. SPECIAL EVENTS -20,860. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 30,354. SPECIAL EVENTS 20,860. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,130,770. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY IS INCLUDED IN BROCHURES AND OTHER COLLATERAL MATERIALS OF THE SCHOOL. CHEERS TO THE CHARGERS 68300 64700 3600 4000 EDUCATED TASTES 86023 82363 3660 3500 1 19460 7065 12395 2100 11260 173783 154128 19655 2100 18760 20860 -1205 1 FINANCIAL ASSISTANCE 46 2130770 CASH VALUE FINANCIAL ASSISTANCE PART I, LINE 2: CH-CH USES SSS, A FINANCIAL AID SERVICE PROVIDED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) TO ASSIST WITH CREATING AN APPROPRIATE FINANCIAL AID PACKAGE. THE SSS REPORT COMBINED WITH TAX DOCUMENTS AND INFORMATION GATHERED BY THE FINANCIAL AID OFFICE ALL HELP DETERMINE A FAMILY'S AWARD. THE FINANCIAL AID COMMITTEE EVALUATES EACH FAMILY'S SITUATION INDIVIDUALLY AND AT TIMES THE AMOUNT OF AN AWARD MAY DIFFER FROM THAT STATED ON THE SSS REPORT. 1 X X X X 0 0 0 0 0 0 0 0 0 LANCE CONRAD HEAD OF SCHOOL 234571 0 0 0 0 0 7114 0 27072 0 268757 0 0 0 GWEN POJASEK CHIEF FINANCIAL OFFICER 165512 0 0 0 0 0 8755 0 17761 0 192028 0 0 0 LESLIE KAYE CHIEF ADVANCEMENT OFFICER 149085 0 0 0 0 0 3950 0 17749 0 170784 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW AND APPROVAL BY THE SCHOOL'S MANAGEMENT, THE FORM 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE FOR THEIR REVIEW AND APPROVAL. ONCE APPROVED, THE FORM IS DISTRIBUTED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C IN CASES OF CONFLICT OF INTEREST OR APPEARANCE OF CONFLICT, THE SCHOOL'S BOARD MEMBERS MUST MAKE FULL DISCLOSURE OF SUCH INTEREST PRIOR TO ANY DISCUSSION OR NEGOTIATION CONCERNING A PROPOSED TRANSACTION. ANY BOARD OR COMMITTEE MEMBER WHO IS AWARE OF A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD OR COMMITTEE SHALL NOT BE PRESENT FOR ANY DISCUSSION OR VOTE IN CONNECTION WITH THE MATTER. THE BOARD MEMBERS WILL SUBMIT ANNUAL REPORTS AND, IF NOT PREVIOUSLY DISCLOSED, WILL MAKE DISCLOSURE BEFORE ANY RELEVANT BOARD OR COMMITTEE ACTION. THESE REPORTS WILL BE REVIEWED BY THE HEAD'S SUPPORT COMMITTEE, SERVING IN AN EXECUTIVE CAPACITY, ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT(S) AND, IN THE ABSENCE OF RESOLUTION, REFER THE MATTER TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES, ANNUALLY MAKES RECOMMENDATIONS TO THE FULL BOARD IN DETERMINING COMPENSATION FOR KEY OFFICIALS BASED UPON DATA FROM COMPARABLE INSTITUTIONS FOR SIMILAR POSITIONS AND RESPONSIBILITIES. THE ORGANIZATION ALSO PERFORMS AN ANNUAL COMPENSATION SURVEY BY REVIEWING FORM 990 OF PEER ORGANIZATIONS TO DETERMINE THE REASONABLENESS OF COMPENSATION. INSTITUTION-WIDE SALARIES FOR OTHER EMPLOYEES ARE DETERMINED AT MANAGEMENT'S DISCRETION WITH BOARD-APPROVED BUDGETED GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. 23 THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.