2020-01-23T10:32:44-06:00 2019-06-30 061386456 T M BYXBEE COMPANY PC P O BOX 187169 HAMDEN CT 06518 990 2018-07-01 060662113 THE CHESHIRE ACADEMY CHES 2032725396 10 MAIN STREET CHESHIRE CT 06410 MATTHEW PIECHOTA CHIEF FINANCIAL OFFICER 2034397200 2019-12-18 1 PAMELA J MATOCHA P00572001 2032814933 50.239.35.90 2019-12-18 10:31:13 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1C28CA1671A1A07B152D6A391697F2219CE0DE52 2018 2020-09-23 17:36:50Z MATTHEW PIECHOTA 10 MAIN STREET CHESHIRE CT 06410 34190598 0 X WWW.CHESHIREACADEMY.ORG X 1937 CT THE ACADEMY PROVIDES EDUCATIONAL ACTIVITIES TO APPROXIMATELY 377 STUDENTS GRADES 9-12. 18 18 259 0 129712 -1558 2310816 4325082 21704610 19270235 338080 633722 39364 106651 24392870 24335690 4921742 4175511 0 0 11622221 10074072 0 0 1092870 7696178 7759167 24240141 22008750 152729 2326940 39239157 39017511 7497659 5006140 31741498 34011371 X CHESHIRE ACADEMY IS A COLLEGE PREPARATORY, BOARDING AND DAY SCHOOL IN THE NEW ENGLAND TRADITION SERVING STUDENTS GRADE 9 THROUGH A POST-GRADUATE YEAR WITH THE FOLLOWING MISSION: BELIEVING IN THE VALUE OF EACH HUMAN BEING AND THE RICHNESS OF A DIVERSE COMMUNITY, CHESHIRE ACADEMY EXISTS TO PROVIDE A QUALITY EDUCATIONAL EXPERIENCE IN A CARING ENVIRONMENT WHERE INDIVIDUALS TAKE RESPONSIBILITY FOR THEIR PERSONAL GROWTH SO THAT THEY REACH THEIR FULL POTENTIAL AND MAKE A DIFFERENCE IN THE WORLD. 0 0 17493154 4175511 19696858 PRIVATE SCHOOL OF APPROXIMATELY 377 STUDENTS-GRADES 9-12 17493154 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 27 0 1 259 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X MATTHEW PIECHOTA 2034397200 THE CHESHIRE ACADEMY 10 MAIN ST CHESHIRE CT 06410 DAVID G JEPSON TRUSTEE 2.00 X 0 0 0 TED DZIUBA TRUSTEE 2.00 X 0 0 0 RICHARD CERRONE CHAIR 8.00 X X 0 0 0 SUZANNE FIELDS TRUSTEE 2.00 X 0 0 0 MURALI VENKATRAMAN TRUSTEE 2.00 X 0 0 0 SIMON FENNER TREASURER 8.00 X X 0 0 0 ARMANDO SIMOSA VICE CHAIR 8.00 X X 0 0 0 GREG KEITH TRUSTEE 2.00 X 0 0 0 LORI GAILEY TRUSTEE 2.00 X 0 0 0 DREW KEVORKIAN TRUSTEE 2.00 X 0 0 0 RICHARD KATZ SECRETARY 8.00 X X 0 0 0 MARK TESTA TRUSTEE 2.00 X 0 0 0 ANDREW MOSS TRUSTEE 2.00 X 0 0 0 BRIAN OTIS TRUSTEE 2.00 X 0 0 0 KATIE PURDY TRUSTEE 2.00 X 0 0 0 CATHERINE BONNEAU TRUSTEE 2.00 X 0 0 0 MATTHEW PIECHOTA CFO 40.00 X 150000 0 40006 JULIE ANDERSON HEAD OF SCHOOL 40.00 X 310000 0 37090 BARBARA DAVIS DIRECTOR OF DEVELOPMENT 40.00 X 118473 0 31859 DAVID DYKEMAN ASSOC HEAD OF SCHOOL-COMM 40.00 X 140000 0 48698 AMY BROUGH CHIEF ADVANCEMENT OFFICER 40.00 X 181000 0 48868 SARA LYNN LEAVENWORTH DIRECTOR OF ADMISSION 40.00 X 165000 0 27835 NATHAN WRIGHT DIRECTOR OF INSTITUTIONAL RESEARCH 40.00 X 112200 0 22732 1176673 0 257088 8 0 1 0 FLIK - COMPASS GROUP USA PO BOX 417632 BOSTON MA 02241 FOOD SERVICE 1724483 ACSA GROUP INSURANCE PO BOX 416799 BOSTON MA 02241 EMPLOYEE INSURANCE BENEFITS 1186113 EVERSOURCE PO BOX 56002 BOSTON MA 02205 UTILITIES 507224 BUSINESS CARD (BOA) PO BOX 15796 WILLMINGTON DE 19886 CREDIT CARD 439743 PBM PREFERRED BUILDING MAINTENANCE LLC 40 SOUTH END PLAZA NEW MILFORD CT 06776 HOUSEKEEPING SERVICES 367035 5 4325082 4325082 TUITION & SUMMER PROGRAMS 611710 19197259 19197259 OTHER INCOME 611710 72976 72976 19270235 449684 449684 9987962 9803924 184038 184038 184038 27923 50984 -23061 -23061 RENTS 531390 129712 129712 129712 24335690 19696858 129712 184038 X 4175511 4175511 440000 440000 7045122 5319097 1121387 604638 422213 288970 87767 45476 1554171 1298454 171835 83882 612566 419746 127011 65809 3165706 2746151 388309 31246 178787 177882 905 730308 564556 115783 49969 61797 61797 616609 616609 360866 112819 109748 138299 210631 51735 129927 28969 38950 38950 1467941 1352120 115821 194133 167166 17763 9204 MISCELLANEOUS 454969 318423 102073 34473 SETTLEMENT FEE 220000 220000 BAD DEBT EXPENSE 58470 58470 22008750 17493154 3422726 1092870 5826673 4072234 339 28 83425 2232894 58194 62628 91088 79620 36785 38046 127613 255351 37131156 17796330 20508036 19334826 12507004 12941884 39239157 39017511 891717 517441 5940942 3918699 665000 570000 7497659 5006140 X 19066667 18341059 3115199 5515457 9559632 10154855 31741498 34011371 39239157 39017511 2326940 -57067 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10785268 651755 409442 481304 11365161 10732729 43887 467084 68869 389563 10785268 10375906 42120 720714 406011 10732729 10620242 125592 -133259 236669 10375906 10634233 111837 169699 295527 10620242 0 0 274681 274681 32518953 14299382 18219571 4337522 3496948 840574 19334826 X 20049870 -57067 -57067 20106937 4228753 4228753 24335690 17779997 50984 50984 17729013 4279737 4279737 22008750 PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS IS TO BE USED FOR FACULTY ENRICHMENT, SCHOLARSHIPS AND CAPITAL IMPROVEMENTS. PART X, LINE 2: MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION AS DEFINED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 4,059,737. BOOKSTORE COST OF SALES -50,984. SETTLEMENT FEE 220,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF SALES 50,984. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 4,059,737. SETTLEMENT FEE 220,000. 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 OF NONDISCRIMINATORY POLICY IS DISPLAYED ON THE ACADEMY'S WEBSITE. 1 WORKSHOPS, CONFERENCES 23 115773 STUDENT SCHOLARSHIPS/FINANCIAL AID 144 4059738 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE ACADEMY. GRANTS AND OTHER ASSISTANCE ARE SUPPORTED BY APPROPRIATE DOCUMENTATION AND APPROVALS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 MATTHEW PIECHOTA CFO 150000 0 0 0 0 0 12738 0 27268 0 190006 0 0 0 JULIE ANDERSON HEAD OF SCHOOL 300000 0 0 0 10000 0 27000 0 10090 0 347090 0 0 0 BARBARA DAVIS DIRECTOR OF DEVELOPMENT 118473 0 0 0 0 0 10663 0 21196 0 150332 0 0 0 DAVID DYKEMAN ASSOC HEAD OF SCHOOL-COMM 140000 0 0 0 0 0 22800 0 25898 0 188698 0 0 0 AMY BROUGH CHIEF ADVANCEMENT OFFICER 181000 0 0 0 0 0 21720 0 27148 0 229868 0 0 0 SARA LYNN LEAVENWORTH DIRECTOR OF ADMISSION 165000 0 0 0 0 0 18150 0 9685 0 192835 0 0 0 THOMAS MARSHALL SPOUSE OF THE HEADMASTER 75184 EMPLOYED AT THE ACADEMY AS A MATH TEACHER 0 X 6 531247 NASDAQ 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ACADEMY PROVIDES A COPY OF THE FORM 990 TO ALL BOARD MEMBERS AND ALLOWS A TWO WEEK PERIOD FOR THEIR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ACADEMY REQUIRES THAT ALL BOARD MEMBERS ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE HEADMASTER'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS OR A SUBCOMMITTEE OF THE BOARD. 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 ACADEMY MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON THEIR REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 2,746,151. MANAGEMENT AND GENERAL EXPENSES 388,309. FUNDRAISING EXPENSES 31,246. TOTAL EXPENSES 3,165,706. FORM 990, PART XII, LINE 2C: PART XI, LINE 2C: COMMITTEE OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS: THE ACADEMY'S RESOURCE COMMITTEE IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. THE AUDITORS PRESENT THE AUDITED FINANCIAL STATEMENTS TO THE BOARD OF TRUSTEES.