2018-05-11T09:58:13-05:00 2017-06-30 061012254 LEVITSKY & BERNEY P C 100 BRADLEY ROAD WOODBRIDGE CT 06525 990 2016-07-01 060662137 HAMDEN HALL SCHOOL INC HAMD 2037522600 1108 WHITNEY AVENUE HAMDEN CT 06517 BENELYN ARPINE BUSINESS MANAGER 2037522650 2018-02-15 RONALD BAILEY P00834463 2033895371 2016 2022-09-23 18:48:47Z BENELYN ARPINE 1108 WHITNEY AVENUE HAMDEN CT 06517 22288895 0 X WWW.HAMDENHALL.ORG X 1946 CT EDUCATION 23 19 294 0 0 0 1429318 664429 19963591 20939927 344079 350247 0 0 21736988 21954603 5523727 5825309 0 0 10823828 11307232 0 0 98404 5492764 5285952 21840319 22418493 -103331 -463890 38342141 38291811 29265140 27662192 9077001 10629619 X TO CONDUCT, MAINTAIN, OPERATE AND MANAGE AN EDUCATIONAL INSTITUTION AND SCHOOL, TO EDUCATE AND ADVANCE THE EDUCATION OF GIRLS AND BOYS, YOUNG WOMEN AND YOUNG MEN AND TO STIMULATE IN THEM SOUND SCHOLARSHIP, LEARNING, PHYSICAL VIGOR AND UPRIGHTNESS OF CHARACTER BY SUCH METHODS AND UPON SUCH LIVES AS MAY SEEM EXPEDIENT. 0 0 18970511 5825309 20955635 EDUCATION OF PRE-SCHOOL THROUGH TWELFTH GRADE STUDENTS AND RELATED ACTIVITIES. THE TOTAL NUMBER OF STUDENTS WHICH ATTENDED THE SCHOOL IN FISCAL YEAR 2017 WAS 581. 18970511 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 88 0 1 294 1 0 0 0 0 0 1 1 0 0 0 0 X 23 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X BENELYN ARPINE 2037522650 1108 WHITNEY AVENUE HAMDEN CT 06517 JOHN EDWARDS TRUSTEE EMERITUS 0.50 X 0 0 0 JOYCE LUJIC PRESIDENT 1.00 X 0 0 0 DAVID RICCIO TREASURER 0.80 X 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 60.00 X X 253788 0 39482 KYLE BALLOU-JOHNS SECRETARY 0.50 X 0 0 0 BARBARA DENATALE TRUSTEE 0.50 X 15054 0 0 ANDREW ACQUARULO VICE PRESIDENT 0.50 X 0 0 0 LAURIE-ANN LETIZIA TRUSTEE 1.00 X 0 0 0 JOSEPH TESSITORE TRUSTEE 0.50 X 0 0 0 MARSHAL GIBSON TRUSTEE 0.50 X 0 0 0 CARL PORTO SR TRUSTEE 0.50 X 0 0 0 TERRANCE P SWAIN TRUSTEE EMERITUS 0.50 X 0 0 0 SPENCER TAYLOR TRUSTEE EMERITUS 0.50 X 0 0 0 JOSEPH SAPIENTE TRUSTEE 0.50 X 0 0 0 ROBERT MASSEY TRUSTEE 0.50 X 0 0 0 JORDAN HADELMAN TRUSTEE 0.50 X 0 0 0 ANTHONY VINGIANO TRUSTEE 0.50 X 0 0 0 MEENA MORAN TRUSTEE 0.50 X 0 0 0 GISELLA CACCONE TRUSTEE 0.50 X 0 0 0 RICHARD EPSTEIN TRUSTEE 0.50 X 0 0 0 MARIA PROTA TRUSTEE 0.50 X 18588 0 0 WILLIAM GOETZMANN TRUSTEE 0.50 X 0 0 0 ALAN MOSSBERG TRUSTEE EMERITUS 0.50 X 0 0 0 MICHAEL PEEL TRUSTEE 0.50 X 0 0 0 BENELYN ARPINE BUSINESS MANAGER 50.00 X 109439 0 14708 JAMES HUNTER DIRECTORS OF FACILITIES 50.00 X 111994 0 16716 JO AMATULLI DIRECTOR OF DEVELOPMENT 40.00 X 104268 0 14487 FREDERICK RICHTER DIRECTOR OF COLLEGE COUNSE 40.00 X 109643 0 16712 JANET IZZO DIRECTOR OF ADMISSIONS 40.00 X 110850 0 16086 833624 0 118191 6 0 1 0 B & B TRANSPORTATION 41 VILLAGE LANE BETHANY CT 06524 STUDENT TRANSPORTATION 182309 ADVANTAGE MAINTENANCE INC 15 LUNAR DRIVE WOODBRIDGE CT 06525 JANITORIAL SERVICES 173930 US FOODS INC PO BOX 842700 BOSTON MA 022842700 FOOD SERVICES 127173 3 664429 99933 664429 STUDENT PROGRAM INCOME 611600 20939927 20939927 20939927 334539 334539 350000 334292 15708 15708 15708 21954603 20955635 0 334539 5825309 5825309 363227 363227 8790791 7172012 1618779 488797 362248 126549 1011962 841151 170811 652455 518805 133650 26758 26758 39167 39167 94049 48317 45732 92330 66050 4611 21669 755577 621577 134000 5940 5940 59355 53928 4997 430 45999 11429 34570 896182 761755 134427 183336 157132 26204 STUDENT ACTIVITIES 632987 632987 MISCELLANEOUS OTHER 615429 366180 220081 29168 BONDED DEBT INTEREST EX 525518 525518 STUDENT TRANSPORTATION 259165 259165 1054160 746948 305807 1405 22418493 18970511 3349578 98404 40295 22990 3969178 3890467 1443803 1387397 680893 658952 10848 10660 338290 435258 37171180 12675326 24639158 24495854 6849171 7275108 370505 115125 38342141 38291811 878365 924874 6147217 6783488 16160000 15700000 1169814 931517 4909744 3322313 29265140 27662192 X 7479467 9117691 1192396 1106740 405138 405188 9077001 10629619 38342141 38291811 X -463890 429077 1587431 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6852728 35189 770838 381728 7277027 7515763 169959 -229551 603443 6852728 8025040 80317 -57106 532488 7515763 7559993 86420 942647 564020 8025040 7199380 52869 857744 550000 7559993 0.94400 0.05600 0 0 3579028 3579028 16357799 4731995 11625804 15049813 6177234 8872579 2184540 1766097 418443 24495854 7275108 F 7275108 OBLIGATION UNDER INTEREST RATE SWAP 3322313 3322313 23971111 2016508 2016508 21954603 0 21954603 22418493 0 22418493 0 22418493 PART V, LINE 4: THE SCHOOL USES ITS ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED GAIN ON INVESTMENTS 429077. CURRENT YEAR UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP 1587431. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 LEGAL NOTICE IN NEWSPAPER 1 FINANCIAL AID SCHOLARSHIPS 278 4724952 1100357 TUITION REMISSION BENEFITS TO EMPLOYEES AND STUDENT WORK PROGRAMS. PART I, LINE 2: FINANCIAL AID SCHOLARSHIPS PROVIDED TO STUDENTS IS BASED ON FINANCIAL AID APPLICATION COMPLETED BY FAMILY OF STUDENT, AMOUNT OF SCHOLARSHIP IS CALCULATED BASED ON INCOME, ASSETS OF FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 253788 0 0 0 0 0 30589 0 8893 0 293270 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES USE OF A PERSONAL RESIDENCE IN ACCORDANCE WITH THE TERMS OF HIS EMPLOYMENT CONTRACT AGREEMENT. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774UG90 2008-07-31 18235000 TO DESIGN AND BUILD AN ATHLETIC CENTER AND TO RETIRE A BANK LOAN. 0 0 0 A 2535000 18235000 17810808 2009 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 RBS CITIZENS NA 30.000000000000 0 0 0 0 0 A 0 ROBERT IZZO PERSONAL RESIDENCE X 100000 25000 0 1 1 25000 THERESA PORTO EMPLOYEE 42627 EMPLOYMENT WAGES 0 JANET IZZO EMPLOYEE 112000 EMPLOYMENT WAGES 0 KIM PORTO EMPLOYEE 114897 EMPLOYMENT WAGES 0 X 7 96048 FMV AT DATE OF CONTRIB X EDUCATIONAL SERVICES 1 3000 FMV AT DATE OF CONTR X EDITING SERVICES 1 885 FMV AT DATE OF CONTR 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN IS REVIEWED BY THE SCHOOL'S BUSINESS MANAGER AND BY THE SCHOOL'S TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO APPROPRIATE INDIVIDUALS ANNUALLY AND CONFLICTS DISCLOSED ARE MONITORED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT OF THE BOARD OF TRUSTEES UTILIZES DATA FROM COMPARABLE SCHOOLS IN DETERMINING THE COMPENSATION OF THE HEAD OF SCHOOL. THE DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORM 990 CAN BE FOUND ON GUIDE STAR WEBSITE, EXCLUDING SCHEDULE B. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE BUSINESS MANAGER DURING NORMAL BUSINESS HOURS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JOHN EDWARDS - 29 GOVERNORS ROAD, HILTON HEAD ISLAND, SC 29928. JOYCE LUJIC - 1177 RIDGE ROAD, NORTH HAVEN, CT 06473. DAVID RICCIO - 5 BUTTONWOOD DRIVE, BRANFORD, CT 06405. KYLE BALLOU-JOHNS - 335 WEST WOODS ROAD, HAMDEN, CT 06518. BARBARA DENATALE - 11 WOODSIDE DRIVE, WOODBRIDGE, CT 06525. ANDREW ACQUARULO - 2 WOODMERE CIRCLE, NORTH HAVEN, CT 06473. LAURIE-ANN LETIZIA - 66 HOYT LANE, GUILFORD, CT 06437. JOSEPH TESSITORE - 48 COOKE ROAD, WALLINGFORD, CT 06492. MARSHAL GIBSON - 265 CHURCH STREET, STE 504, NEW HAVEN, CT 06510. CARL PORTO, SR. - 73 AUTUMN RIDGE ROAD, HAMDEN, CT 06514. TERRANCE P. SWAIN - 49 FENNBROOK DRIVE, HAMDEN, CT 06517. SPENCER TAYLOR - 15 TAUNTON LAKE ROAD, NEWTOWN, CT 06470. JOSEPH SAPIENTE - 22 MEADOW WOODS ROAD, SEYMOUR, CT 06483. ROBERT MASSEY - 253 PINE ORCHARD ROAD, BRANFORD, CT 06405. JORDAN HADELMAN - 2550 N. LAKEVIEW AVE., APT. S601, CHICAGO, IL 60614. ANTHONY VINGIANO - 15 CAVALINO WAY, NORTH HAVEN, CT 06473. MEENA MORAN - 7 GUILFORD POINT DRIVE, GUILFORD, CT 06437. GISELLA CACCONE - 211 SAINT RONAN ST., NEW HAVEN, CT 06511. RICHARD EPSTEIN - 21 ABIGAIL ST, MILFORD, CT 06460. MARIA PROTA - 1361 NORTH HIGH STREET, EAST HAVEN, CT 06512. WILLIAM GOETZMANN - 324 LIVINGSTON STREET, NEW HAVEN, CT 06511. ALAN MOSSBERG - 873 2ND AVENUE S., TIERRA VERDE, FL 33715. MICHAEL PEEL - P.O. BOX 208322, NEW HAVEN, CT 06520. FORM 990, PART XI, LINE 9: CURRENT YEAR UNREALIZED GAIN ON INTEREST RATE SWAP 1587431. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT OF THE SCHOOL AND FOR SELECTION OF THE SCHOOL'S AUDITORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.