2020-02-20T14:10:19-06:00 2019-06-30 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2018-07-01 060646681 INDIAN MOUNTAIN SCHOOL INC INDI 8604350871 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 CHERYL SLEBODA CFO 8604350871 2020-02-07 GAYLE A CARBONE P01010777 2032489341 173.166.62.193 2020-02-07 12:42:36 ES P 7E530C01EC0DBF1FFF79A5BAD1379F9D370DED1E A8CE89182B3A3E8DE6F40A539C3EF77146EB7236 2018 2020-09-22 18:59:49Z JODY REILLY SOJA 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 13499981 0 X WWW.INDIANMOUNTAIN.ORG X 1922 CT TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 21 21 124 0 0 0 1920022 1169462 9603322 10332729 703672 485727 20957 0 12247973 11987918 1874812 1874525 0 0 6179398 6378941 0 0 382740 3341818 3493472 11396028 11746938 851945 240980 21112428 22909527 4160214 4820976 16952214 18088551 TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 0 0 9373631 1874525 10332729 BASIC PROGRAM SERVICE ACTIVITIES INCLUDING SCHOOL AND EDUCATION PROGRAMS FOR APPROXIMATELY 181 STUDENTS IN GRADES 5-9, AND APPROXIMATELY 61 STUDENTS IN GRADES PK-4. THIS INCLUDES BOTH DAY AND BOARDING STUDENTS. 9373631 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 59 0 1 124 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CHERYL SLEBODA CFO 8604350871 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 CHRISTOPHER SANGER PRESIDENT 1.00 X X 0 0 0 JAMES KIGGEN VICE PRESIDENT 1.00 X X 0 0 0 STEPHANIE COMFORT TREASURER 1.00 X X 0 0 0 ANNA TRAGGIO SECRETARY 1.00 X X 0 0 0 JUDITH BERNARDETE TRUSTEE 1.00 X 0 0 0 MICHELE BROWNE TRUSTEE 1.00 X 0 0 0 DREW CASERTANO TRUSTEE 1.00 X 0 0 0 MAJA CLARK TRUSTEE 1.00 X 0 0 0 ULRIKA EKMAN TRUSTEE 1.00 X 0 0 0 SARAH EUSTIS TRUSTEE 1.00 X 0 0 0 CATHERINE GOUGE TRUSTEE 1.00 X 0 0 0 JUN HUR TRUSTEE 1.00 X 0 0 0 HENRY LABALME TRUSTEE 1.00 X 0 0 0 DYLAN MATTES TRUSTEE 1.00 X 0 0 0 ELYSE HARNEY MORRIS TRUSTEE 1.00 X 0 0 0 JUSTIN ROYCE TRUSTEE 1.00 X 0 0 0 JEREMY SPOFFORD TRUSTEE 1.00 X 0 0 0 JOHN TONELLI TRUSTEE 1.00 X 0 0 0 RICHARD TURNURE TRUSTEE 1.00 X 0 0 0 DARREN WINSTON TRUSTEE 1.00 X 0 0 0 ZONGHUI ZHANG TRUSTEE 1.00 X 0 0 0 JODY R SOJA HEAD OF SCHOOL 40.00 X 214787 0 113068 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 40.00 X 121121 0 22257 HEATHER ECKERT DIRECTOR OF ADMISSION 40.00 X 113322 0 31922 KELLY BAXTER SPITZ DIRECTOR OF ADVANCEMENT 40.00 X 104467 0 45094 553697 0 212341 4 0 1 0 SAGE DINING SERVICES SUITE 100 1402 YORK ROAD LUTHERVILLE MD 21093 DINING/FOOD SERVICE 683670 AMERICAN DREAM CLEAN LLC 1429 PARK STREET SUITE 214 HARTFORD CT 06106 CLEANING SERVICES 155277 2 1169462 24790 1169462 TUITION AND FEES 611110 9946036 9946036 OTHER SCHOOL PROGRAM FEES 611110 243976 243976 AUX SERVICES: BOOKSTORE 611110 142717 142717 10332729 193808 193808 1800882 3100 1512063 0 288819 3100 291919 291919 11987918 10332729 0 485727 1874525 1874525 467519 93300 280919 93300 4175840 3149871 844847 181122 147385 97440 43685 6260 1262153 1221048 25691 15414 326044 231960 83216 10868 56272 56272 15463 531 14932 1402745 1090862 251651 60232 69346 7901 61445 659040 615250 41357 2433 59468 18043 34802 6623 49598 25387 22171 2040 57958 57958 762254 693651 64792 3811 127452 115982 10833 637 PROFESSIONAL FEES 172238 19970 152268 BAD DEBT 61638 61638 11746938 9373631 1990567 382740 303426 303624 2195056 2097620 167342 228904 229122 162172 99408 96389 30350 42245 24919086 15992238 8367522 8926848 9669479 10441882 50723 609843 21112428 22909527 771845 771777 1632051 1857114 1480600 2113240 275718 78845 4160214 4820976 X 10651027 11838731 3814021 3761654 2487166 2488166 16952214 18088551 21112428 22909527 240980 895357 0 X 0 1 X 1 0 X 746936 797288 781492 1920022 1169462 5415200 746936 797288 781492 1920022 1169462 5415200 788536 4626664 140520 144811 191701 218192 193808 889032 6304232 46859974 0.73390 0.72410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9944945 1000 1311051 374081 10882915 9380149 500 898598 334302 9944945 8724002 51000 941318 336171 9380149 8824043 11500 203821 315362 8724002 8595286 104600 413855 289698 8824043 0.49920 0.22860 0.27220 0 0 409640 409640 21035522 13183548 7851974 3473924 2808690 665234 8926848 DEFERRED COMPENSATION 78845 78845 10952478 895357 895357 10057121 56272 1874525 1930797 11987918 9816141 0 9816141 56272 1874525 1930797 11746938 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PAY FOR THE EXPENSES RELATED TO THE EDUCATIONAL PURPOSE OF THE ORGANIZATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 1,874,525. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 1,874,525. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISED IN LOCAL/REGIONAL NEWSPAPER ANNUALLY. 1 FINANCIAL AID TO STUDENTS 93 0 1874525 FAIR MARKET VALUE REDUCTION OF TUITION COST CHARGED TO STUDENT PART I, LINE 2: THE ORGANIZATION MAINTAINS A FINANCIAL AID COMMITTEE OF FIVE INDIVIDUALS, INCLUDING THE HEAD OF SCHOOL, DIRECTOR OF ADMISSIONS, ASSOCIATE DIRECTOR OF ADMISSIONS, CHIEF FINANCIAL OFFICER, AND DIRECTOR OF FINANCIAL AID/CONTROLLER. THE COMMITTEE REVIEWS ALL FINANCIAL AID APPLICATIONS ON AN ANNUAL BASIS TO DETERMINE AWARDS, UTILIZING TAX RETURNS, SSS APPLICATIONS, AND PARENT INTERVIEWS. FINANCIAL AID AWARDS ARE BASED ON NEED. X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 JODY R SOJA HEAD OF SCHOOL 196787 0 0 0 18000 0 10508 0 102560 0 327855 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL AND HER FAMILY RESIDED, AS A CONDITION OF EMPLOYMENT, IN THE HEAD OF SCHOOL'S HOUSE AT 211 INDIAN MOUNTAIN ROAD, THE SCHOOL PROPERTY. PART I, LINE 3 PLEASE REFER TO THE SCHEDULE O SUPPLEMENTAL INFORMATION TO FORM 990, PART VI, LINE 15 EXPLANATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES ELECT THEIR OWN OFFICERS AND VOTE ON THE INDUCTION OF NEW TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A COPY OF THE COMPLETED FORM WILL BE REVIEWED BY THE HEAD OF SCHOOL AND THE FINANCE COMMITTEE (A SUB COMMITTEE OF THE BOARD OF TRUSTEES). ANY FEEDBACK WILL BE DISCUSSED AND REVIEWED WITH THE PREPARERS, AND THE FINAL FORM 990 WILL BE FILED. SUBSEQUENTLY, THE CFO WILL DISTRIBUTE A COPY OF THE COMPLETED FILING TO THE ENTIRE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES CIRCULATES ITS CONFLICT OF INTEREST POLICY. ALL TRUSTEES ARE THEN REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND ALSO SIGN THEIR ACKNOWLEDGMENT OF THE POLICY ANNUALLY IN SEPTEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE HEAD OF SCHOOL, THE SCHOOL'S TOP MANAGEMENT OFFICIAL, IS DETERMINED BY THE COMPENSATION COMMITTEE MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, INCLUDING THE PRESIDENT AND VICE PRESIDENT OF THE BOARD. THEIR PROCESS INCLUDES COMMUNICATION WITH AN INDEPENDENT CONSULTANT WHO IS KNOWLEDGEABLE ABOUT THE COMPENSATION OF HEADS OF SIMILAR SCHOOLS, A REVIEW OF THE HEAD'S JOB PERFORMANCE, A REVIEW OF INFORMATION ABOUT COMPENSATION OF HEADS OF SIMILAR SCHOOLS FOUND IN THEIR RESPECTIVE 990'S, CONSIDERATION OF PERCENT RAISES GIVEN TO OTHER EMPLOYEES OF THE SCHOOL, AND CONSIDERATION OF THE SCHOOL'S OVERALL FINANCIAL STATUS. THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER IS SET BY THE HEAD OF SCHOOL. THE HEAD CONSIDERS A REVIEW OF HER JOB PERFORMANCE, A REVIEW OF INFORMATION FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ABOUT CFO COMPENSATION, PERCENT RAISES GIVEN TO OTHER EMPLOYEES OF THE SCHOOL, AND CONSIDERATION OF THE SCHOOL'S OVERALL FINANCIAL STATUS WHEN SETTING HER SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST FROM THE CHIEF FINANCIAL OFFICER, CHERYL SLEBODA, IN THE BUSINESS OFFICE.