2021-07-14T17:49:28-05:00 2020-08-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2019-09-01 060646702 RENBROOK SCHOOL INC RENB 8602361661 2865 ALBANY AVENUE WEST HARTFORD CT 06117 KERRY DOHERTY CHIEF FINANCIAL OFFICER 8602361661 2021-07-14 1 LAURA J KENNEY P00202198 6177170831 2021-07-14 2019 2022-09-23 18:48:47Z MATTHEW SIGRIST 2865 ALBANY AVENUE WEST HARTFORD CT 06117 35986207 0 X WWW.RENBROOK.ORG X 1936 CT FUELED BY A TRADITION OF INNOVATION, SELF-DISCOVERY, AND THE PURSUIT OF EXCELLENCE, RENBROOK SCHOOL PLACES STUDENTS AT THE CENTER OF THEIR LEARNING.WE EDUCATE AND INSPIRE STUDENTS TO DEVELOP THE CHARACTER, KNOWLEDGE, AND CREATIVITY TO LEAD IN AN INCREASINGLY GLOBAL AND INCLUSIVE WORLD.IN A NURTURING COMMUNITY, RENBROOK STUDENTS GAIN THE SKILLS AND DISPOSITIONS OF ENGAGED, LIFE-LONG LEARNERS. 33 32 362 500 0 0 777548 2213808 10987809 9651062 369017 1703920 143214 108604 12277588 13677394 1646602 1736702 0 0 7034946 6740685 0 0 628558 4399563 3402182 13081111 11879569 -803523 1797825 41679687 36308445 11121181 3893541 30558506 32414904 X FUELED BY A TRADITION OF INNOVATION, SELF-DISCOVERY, AND THE PURSUIT OF EXCELLENCE, RENBROOK SCHOOL PLACES STUDENTS AT THE CENTER OF THEIR LEARNING.WE EDUCATE AND INSPIRE STUDENTS TO DEVELOP THE CHARACTER, KNOWLEDGE, AND CREATIVITY TO LEAD IN AN INCREASINGLY GLOBAL AND INCLUSIVE WORLD.IN A NURTURING COMMUNITY, RENBROOK STUDENTS GAIN THE SKILLS AND DISPOSITIONS OF ENGAGED, LIFE-LONG LEARNERS. 0 0 8940817 1736702 9683580 A PRIMARY AND SECONDARY SCHOOL SERVING STUDENTS IN GRADES PRESCHOOL THROUGH GRADE 8, WITH ENROLLMENT OF APPROXIMATELY 350 STUDENTS. THE PROGRAM PROVIDES A COMPREHENSIVE EDUCATION CURRICULUM THAT INCLUDES RIGOROUS ACADEMIC EXCELLENCE, A STRONG SENSE OF COMMUNITY AND SELF-DEVELOPMENT. 179222 27763 SUMMER DAY CAMP OPEN TO CHILDREN AGE THREE YEARS THROUGH TENTH GRADE STUDENTS, SERVING APPROXIMATELY 55 STUDENTS THROUGHOUT THE EIGHT WEEK CAMP SEASON. DUE TO COVID-19, CAMP WAS UNABLE TO OPERATE AT REGULAR CAPACITY DURING 2020. 9120039 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 362 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X KERRY DOHERTY 8602361661 2865 ALBANY AVENUE WEST HARTFORD CT 06117 MATTHEW SIGRIST HEAD OF SCHOOL EFF 7/1/19 40.00 X X 164340 0 117119 SCOTT L HUTCHINSON UNTIL 619 HEAD OF SCHOOL 40.00 X 185980 0 15146 KERRY DOHERTY CHIEF FINANCIAL OFFICER 40.00 X 122821 0 70692 JULIE SCHLOSSINGER LOWER SCHOOL HEAD 40.00 X 108277 0 54229 JAMES D EBERT DIRECTOR OF DEVELOPMENT 40.00 X 115611 0 37052 KATHRYN JUSTUS BOARD MEMBER/FACULTY REP 2.00 X 54977 0 8153 JEFFREY E ARLE BOARD MEMBER 2.00 X 0 0 0 SUZANNE S BARLOW BOARD MEMBER 2.00 X 0 0 0 NANCY H CLEARY BOARD MEMBER 2.00 X 0 0 0 CARI GOODWIN BOARD MEMBER 2.00 X 0 0 0 CAROLYN T HUDKINS BOARD MEMBER 2.00 X 0 0 0 MICHAEL D KLETT BOARD MEMBER 2.00 X 0 0 0 EMMANUEL E MOEMEKA BOARD MEMBER 2.00 X 0 0 0 GIULIANA MUSILLI BOARD MEMBER 2.00 X 0 0 0 CURTIS D ROBINSON BOARD MEMBER 2.00 X 0 0 0 STEPHEN A ROTH BOARD MEMBER 2.00 X 0 0 0 PAUL A SANFORD BOARD MEMBER 2.00 X 0 0 0 JOHN M STAINES BOARD MEMBER 2.00 X 0 0 0 PIA R TORO BOARD MEMBER 2.00 X 0 0 0 JENNIFER M QUIGLEY BOARD MEMBER 2.00 X 0 0 0 MOLLY RUTLEDGE BOARD MEMBER 2.00 X 0 0 0 JOHN KOSTER BOARD MEMBER 2.00 X 0 0 0 JOLYN MANAFORT BOARD MEMBER 2.00 X 0 0 0 WILLIAM VN PHILLIP BOARD MEMBER 2.00 X 0 0 0 ANJANETTE FERRIS SENATUS BOARD MEMBER 2.00 X 0 0 0 BROOKE S WHITTEMORE BOARD MEMBER 2.00 X 0 0 0 WARREN HUA BOARD MEMBER 2.00 X 0 0 0 BARBARA HENNESSY BOARD MEMBER 2.00 X 0 0 0 MARY FODEN BOARD MEMBER 2.00 X 0 0 0 JUSTIN A MANAFORT BOARD MEMBER 2.00 X 0 0 0 CAROLINE M BUCKLEY BOARD MEMBER 2.00 X 0 0 0 ERIC D DANIELS CHAIR 5.00 X X 0 0 0 STEPHEN H JACKSON VICE CHAIR 2.00 X X 0 0 0 DAVID B STEVENSON TREASURER 2.00 X X 0 0 0 ROBYN M GENGRAS SECRETARY 2.00 X X 0 0 0 FERN J BARRASSO AT LARGE 2.00 X X 0 0 0 RYAN SPOON AT LARGE 2.00 X X 0 0 0 752006 0 302391 5 1 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 511427 CHARTER OAK BUILDING MAINTENANCE INC PO BOX 257 CROMWELL CT 06416 CLEANING SERVICES 142268 2 75955 1268100 869753 36515 2213808 TUITION 611710 9348115 9348115 AUXILIARY SERVICES 611710 275184 275184 CAMP REVENUE 611710 27763 27763 9651062 506467 506467 4050 0 4050 4050 4050 23497183 22299730 1197453 1197453 1197453 53356 75955 9083 44273 44273 STUDENT BOOK 611710 18082 18082 SECONDARY SCHOOL CONF INCOME 611710 16665 16665 YEARBOOK 611710 14661 14661 10873 10873 60281 13677394 9711343 0 1752243 1736702 1736702 500742 75374 327134 98234 4458826 3174231 1027018 257577 166274 106994 49312 9968 1264102 1033072 183252 47778 350741 229912 95841 24988 17882 17882 54961 54961 35199 35199 108242 10531 97711 106744 45626 20079 41039 170161 134898 31959 3304 663688 636056 27632 39650 39650 113194 101875 11319 825908 743317 82591 241584 209048 32536 FOOD/FOOD SERVICE 468371 452299 16072 OTHER EXPENSES 280871 133481 27377 120013 SUPPLIES 157930 139656 9169 9105 ATHLETICS 74581 74581 43216 42736 480 11879569 9120039 2130972 628558 2491531 3560887 761282 212546 21998 84998 46665 31504 100000 100000 919251 807684 34466520 14981203 20145890 19485317 15779186 10742612 1356762 1272352 57122 10545 41679687 36308445 143341 223508 4271086 3626366 6660826 0 19936 18947 25992 24720 11121181 3893541 X 25504552 26860184 5053954 5554720 30558506 32414904 41679687 36308445 X 1797825 111399 -52826 X 0 1 X 1 0 X 675863 712928 1006425 777548 2213808 5386572 675863 712928 1006425 777548 2213808 5386572 142928 5243644 663159 539245 853858 604227 510517 3171006 20766 16708 250077 86442 53356 427349 8984927 56253636 0.58360 0.49420 X PART II LINE 10 INCOME RELATED TO FUNDRAISING EVENTS $53,356 TOTAL $53,356 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 17034912 82331 1885033 75563 6934536 11992177 17134548 270266 417947 122911 664938 17034912 16576899 12775 1289859 116121 744985 17134548 15391583 14955 1846884 676523 16576899 15075280 18209 933477 635383 15391583 0.56650 0.33760 0.09590 0 0 6590000 6590000 17495020 7856621 9638399 7167011 4231036 2935975 3214489 2893546 320943 19485317 GIFT ANNUITY LIABILITY 24720 24720 11358651 111399 111399 11247252 35199 2394943 2430142 13677394 9502253 0 9502253 35199 2342117 2377316 11879569 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR A VARIETY OF PURPOSES AS DESIGNATED BY THE DONORS; OR IN THE ABSENCE OF SUCH DESIGNATION, AT THE DISCRETION OF THE BOARD OF TRUSTEES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 2,342,117. WRITEOFF OF DEBT ISSUANCE COSTS 52,826. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 2,342,117. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL APPLICANTS ARE GIVEN AN APPLICATION WHICH FULLY DESCRIBES THE SCHOOL'S NONDISCRIMINATION POLICY. FURTHERMORE, THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY ON ITS WEBSITE. SCHEDULE E, PART I, LINE 6 DURING FISCAL YEAR ENDED AUGUST 31, 2020 THE SCHOOL RECEIVED A PAYCHECK PROTECTION PROGRAM LOAN GRANTED BY THE U.S. DEPARTMENT OF TREASURY THROUGH THE SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF AND ECONOMIC SECURITY ACT (CARES ACT). CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT 1272352 0 0 0 0 0 0 1272352 0 1272352 1 0 1 0 0 0 PART III ACCOUNTING METHOD: ONE RENBROOK 129311 75955 53356 9083 129311 75955 53356 9083 9083 44273 1 FINANCIAL AID 107 1736702 REDUCTION IN TUITION. PART I, LINE 2 NEED-BASED FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY THE SCHOOL AND STUDENT SERVICES (SSS) GUIDELINES WHICH PROVIDE A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY MANNER AND ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. X X 0 0 0 0 0 0 0 1 1 1 MATTHEW SIGRIST HEAD OF SCHOOL EFF 7/1/19 153646 0 0 0 10694 0 11600 0 105519 0 281459 0 0 0 SCOTT L HUTCHINSON UNTIL 619 HEAD OF SCHOOL 160612 0 25368 0 0 0 0 0 15146 0 201126 0 0 0 KERRY DOHERTY CHIEF FINANCIAL OFFICER 122821 0 0 0 0 0 5280 0 65412 0 193513 0 0 0 JULIE SCHLOSSINGER LOWER SCHOOL HEAD 108277 0 0 0 0 0 4650 0 49579 0 162506 0 0 0 JAMES D EBERT DIRECTOR OF DEVELOPMENT 115611 0 0 0 0 0 4903 0 32149 0 152663 0 0 0 PART I, LINE 7 THE HEAD OF SCHOOL'S BONUS IS DISCRETIONARY BASED ON APPROVAL BY THE EXECUTIVE COMMITTEE. ALL OTHER EMPLOYEES' ADDITIONAL COMPENSATION IS DISCRETIONARY BASED ON THE APPROVAL BY THE HEAD OF SCHOOL. PART I, LINE 8 MATTHEW SIGRIST IS IN HIS INITIAL CONTRACT WITH THE SCHOOL. MATTHEW SIGRIST HEAD OF SCHOOL HOME PURCHASE X 100000 100000 0 1 1 100000 0 X 1 20171 FMV X 7 16344 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990, EXCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS, WAS PROVIDED TO THE EXECUTIVE COMMITTEE, FINANCE COMMITTEE AND FULL BOARD OF TRUSTEES VIA E-MAIL PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THERE IS AN ANNUAL COMPLETION OF WRITTEN CONFLICT OF INTEREST STATEMENTS BY THE BOARD OF TRUSTEES AND ALL SCHOOL EMPLOYEES. THERE IS ALSO AN ANNUAL REVIEW OF DOCUMENTS BY SCHOOL MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE THAT USES COMPARATIVE DATA TO DETERMINE COMPENSATION, DOCUMENTS THE DELIBERATIONS AND DECISIONS, AND HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON WRITTEN REQUEST TO THE SCHOOL. FORM 990, PART XI, LINE 9: WRITEOFF OF DEBT ISSUANCE COSTS -52,826.