2020-10-05T10:16:50-05:00 2020-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2019-07-01 042534161 CHAPEL HILL-CHAUNCY HALL SCHOOL CHAP 7813140800 785 BEAVER STREET WALTHAM MA 02452 GWEN POJASEK CHIEF FINANCIAL OFFICER 7813140800 2020-09-30 1 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2020-09-30 209.59.242.22 2020-09-30 19:15:14 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 01BADB2B2A6B151C38D19099FC0A101EF8F974BA 2019 2021-01-29 14:40:06Z LANCE CONRAD 785 BEAVER STREET WALTHAM MA 02452 13241566 0 X WWW.CHCH.ORG X 1972 MA 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. 25 25 218 25 0 0 927189 712466 12021558 12339596 122019 107689 20977 29129 13091743 13188880 1738189 1902420 0 0 6877624 7102797 0 0 462560 3997317 3535287 12613130 12540504 478613 648376 18841052 20699348 12192276 13385558 6648776 7313790 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 8283687 1902420 10059001 EDUCATION PROVIDED TO APPROXIMATELY 180 BOARDING AND DAY STUDENTS AS PART OF DAILY CURRICULUM AND GRANTS FOR FINANCIAL ASSISTANCE TO STUDENTS IN NEED. 1454086 2306258 SUMMER AND CAMPS - COSTS TO OPERATE CAMPS WHICH PROVIDECAMPERS WITH VARIOUS ACTIVITIES AND PROGRAMS. 9737773 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 10 0 1 218 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 MARGARET ALLEN OUTGOING TRUSTEE 1.00 X 0 0 0 RHONDA BENTLEY-LEWIS TRUSTEE 1.00 X 0 0 0 CHUCK BLACK TRUSTEE 1.00 X 0 0 0 JOHN BUTEN TRUSTEE 1.00 X 0 0 0 LAURA CABOT CARRIGAN TRUSTEE 1.00 X 0 0 0 SILVINA CHOUMENKOVITCH TRUSTEE 1.00 X 0 0 0 DAVID COHEN TRUSTEE 1.00 X 0 0 0 FRANCESCA COLLINA TRUSTEE 1.00 X 0 0 0 CHARLIE EVANGELAKOS TRUSTEE 1.00 X 0 0 0 BEN GIESS TRUSTEE 1.00 X 0 0 0 MARK HARDMON TRUSTEE 1.00 X 0 0 0 ALDEN HARRINGTON TREASURER 5.00 X X 0 0 0 BABU KRISHNAMURTHY TRUSTEE 1.00 X 0 0 0 TODD LEMKE TRUSTEE 1.00 X 0 0 0 CHENGGANG LIU TRUSTEE 1.00 X 0 0 0 DEB MANKIW VICE CHAIR OF THE BOARD 5.00 X X 0 0 0 CHARLOTTE MERRELL CHAIR OF THE BOARD 5.00 X X 0 0 0 TOM MULVEHILL CLERK 5.00 X X 0 0 0 KIM RIDLEY TRUSTEE 1.00 X 0 0 0 BERNARD J RUDMAN TRUSTEE 5.00 X 0 0 0 WILLIAM RYAN TRUSTEE 1.00 X 0 0 0 KIM SCIACCA TRUSTEE 1.00 X 0 0 0 DAN STRACHMAN TRUSTEE 1.00 X 0 0 0 RICH TESTA TRUSTEE 1.00 X 0 0 0 JENILEE WARD TRUSTEE 1.00 X 0 0 0 JEFF WOLK TRUSTEE 1.00 X 0 0 0 LANCE CONRAD HEAD OF SCHOOL 40.00 X 226714 0 44427 GWEN POJASEK CHIEF FINANCIAL OFFICER 40.00 X 158785 0 40630 JOSHUA BUBAR ASSISTANT HEAD OF SCHOOL 40.00 X 136747 0 14438 LESLIE KAYE CHIEF ADVANCEMENT OFFICER 40.00 X 146674 0 32022 AL UMINA DIRECTOR OF BUILDINGS AND GROUNDS 40.00 X 113828 0 33017 JAMES BELLANCA DIRECTOR OF SUMMER PROGRAMS 40.00 X 105851 0 25093 LISA PELRINE DIRECTOR OF ENROLLMENT 40.00 X 108676 0 33731 997275 0 223358 7 0 1 0 DELPHI CONSTRUCTION 130 OVERLAND ROAD WALTHAM MA 02451 CONTRACTOR 4171835 FLIK DINING PO BOX 417632 BOSTON MA 02241 DINING SERVICES 861040 VANARIA & SONS SITE DEVELOPING INC PO BOX 550231 WALTHAM MA 02455 CONTRACTOR 315807 BARBIZON LIGHTING COMPANY 3 DRAPER STREET WOBURN MA 01801 CONTRACTOR 176975 UNICLEAN SERVICE CORPORATION PO BOX 497 REVERE MA 02151 CLEANING SERVICES 142511 6 85200 627266 712466 TUITION, BOARDING FEES 611600 10033338 10033338 CAMP REGISTRATIONS 611600 2306258 2306258 12339596 108500 108500 11499 0 11499 11499 11499 3256 4067 -811 -811 -811 8800 85200 16833 -8033 -8033 57449 31786 25663 25663 13188880 12365259 0 111155 1902420 1902420 494719 371039 123680 5215326 3749431 1172078 293817 246145 180188 63718 2239 723886 506251 203263 14372 422721 274356 132971 15394 22480 22480 32875 32875 17309 17309 7238 3200 4038 83030 14709 68321 197064 72266 112063 12735 35876 35876 744272 744272 55330 7713 47090 527 10188 9462 726 374674 374674 668236 668236 112222 112222 FOOD SERVICE 519907 519907 SCHOOL/CAMP ACTIVITES 488392 488392 SPORTS SUPPLIES 42345 42345 ACADEMIC 30396 30396 93453 46795 47588 -930 12540504 9737773 2340171 462560 1935978 1362839 550803 321414 558752 481043 31150 32894 319504 266806 28686437 13211744 12861622 15474693 2525044 2701460 58199 58199 18841052 20699348 1769703 403476 4713781 3759884 5635372 9173798 73420 48400 12192276 13385558 X 4261269 6414796 2387507 898994 6648776 7313790 18841052 20699348 648376 16638 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2525041 207899 99507 130989 2701458 2822814 142672 114967 555412 2525041 2574358 133884 238456 123884 2822814 2272100 115074 302258 115074 2574358 2285856 116615 -22178 108193 2272100 0.79570 0.17720 0.02710 0 0 2252769 2252769 21209118 10750004 10459114 4623065 2310393 2312672 601485 151347 450138 15474693 X 11397528 16638 63120 -1902420 -1822662 13220190 17309 -48619 -31310 13188880 10732514 63120 48619 111739 10620775 17309 1902420 1919729 12540504 PART V, LINE 4: INCOME FROM THE SCHOOL'S ENDOWMENT IS APPROPRIATED FOR STUDENT FINANCIAL AID, TEACHER'S 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, 2020 OR 2019. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2017 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 -1,902,420. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -31,786. SPECIAL EVENTS -16,833. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 31,786. SPECIAL EVENTS 16,833. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,902,420. 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. A NIGHT IN MONTE CARLO 94000 85200 8800 46 860 11510 3481 936 94000 85200 8800 46 860 11510 3481 936 16833 -8033 1 FINANCIAL ASSISTANCE 43 1902420 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 X 0 0 0 0 0 0 0 0 0 LANCE CONRAD HEAD OF SCHOOL 226714 0 0 0 0 0 13271 0 31156 0 271141 0 0 0 GWEN POJASEK CHIEF FINANCIAL OFFICER 158785 0 0 0 0 0 16285 0 24345 0 199415 0 0 0 JOSHUA BUBAR ASSISTANT HEAD OF SCHOOL 136747 0 0 0 0 0 13172 0 1266 0 151185 0 0 0 LESLIE KAYE CHIEF ADVANCEMENT OFFICER 146674 0 0 0 0 0 7461 0 24561 0 178696 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 BOARD CHAIR AND TREASURER FOR THEIR REVIEW AND APPROVAL. ONCE APPROVED, THE FORM IS DISTRIBUTED TO REMAINING BOARD MEMBERS. 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 ANNUALLY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MAKES RECOMMENDATIONS TO THE FULL BOARD IN DETERMINING COMPENSATION FOR KEY OFFICIALS BASED UPON DATA FROM COMPARABLE INSTITUTIONS FOR SIMILAR POSITIONS AND RESPONSIBILITIES. 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 DOCUMENTS REQUIRED BY LAW TO BE OPEN TO PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. 23 THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.