2018-05-14T14:40:12-07:00 2017-06-30 O'CONNELL PACE & COMPANY PC 609 FARMINGTON AVE STE 201 HARTFORD CT 06105 990 2016-07-01 060646648 Forman School Inc FORM 8605671806 PO Box 80 Litchfield CT 06759 ROBERT SCODARI CHIEF FINANCIAL OFFICER 8605671806 2018-05-14 true MARIO PACE 8602473917 2018-05-14 2016 2022-09-23 18:48:47Z ADAM MAN 12 Norfolk Road Litchfield CT 06759 23746125 false X www.formanschool.org X 1930 CT The Forman School is an independent, coeducational college preparatory school for boarding and day students with identified learning differences. Forman develops the whole student so that every graduate becomes an educated, confident, self-advocate throughout life. 20 18 161 101 0 815704 3864556 15545198 15762580 215525 88502 71650 74371 16648077 19790009 1779360 1885372 0 8781190 9651327 0 1512440 5900298 5528559 16460848 17065258 187229 2724751 32893969 41630973 11240066 16585652 21653903 25045321 The Forman School is an independent, false false 12408333 1885372 15836951 OPERATE AND MAINTAIN A PRIVATE SCHOOL (GRADES 9-12) FOR CHILDREN WITH SPECIFIC LEARNING DIFFERENCES AND TO PREPARE THEM FOR A COLLEGE CURRICULUM. 12408333 true true false false false false false false false true true false false false false true true false true false false false false false false false false false true true true false false false false false false false true true true true false false false false false false false false true 100 0 true 161 true true true false false false false false false false false false false false false X 20 18 false false false false false false false true true false false false true true true true true true true false CT X GINNY SCHULLERY 8605671806 12 Norfolk Road Litchfield CT 06759 ANNE BUCKLEY Trustee 1.00 X 0 0 0 BARBARA CHACE Trustee 1.00 X 0 0 0 ELIZABETH GARBER DANIELS Trustee 1.00 X 0 0 0 L LAIRD DAVIS Trustee 1.00 X 0 0 0 KENNETH I DEANE Trustee 1.00 X 0 0 0 ERIC EBBERT Trustee 1.00 X 0 0 0 ANTHONY EVERETT Trustee 1.00 X 0 0 0 ANNETTE R JENNER-MATTHEWS Trustee 1.00 X 0 0 0 PREETHI KRISHNA Trustee 1.00 X 0 0 0 FREDERICK M LIONE JR Trustee 1.00 X X 0 0 0 KEVIN LORENZ Trustee 1.00 X 0 0 0 DENNIS MANNING Trustee 1.00 X 0 0 0 DAVID SHAGGY Trustee 1.00 X 0 0 0 DAVID WHITE Trustee 1.00 X 0 0 0 SCOTT SUTHERLAND President/Trustee 1 X X DAVID WALTER Vice President/Trustee 1 X X JON ZAGRODZKY Vice President/Trustee 1 X X MICHAEL COOK Secretary/Trustee 1 X X THOMAS SORELL Treasurer/Trustee 1 X X ADAM K MAN Headmaster/Trustee 60 X X 385358 88184 ROBERT SCODARI Chief Financial Officer 60 X 192100 17956 JUSTIN SOLOMON Asst Head of School for Inst Advancement 60 X 201054 31979 EDWARD KOWALCHICK Assistant Head of School for Internal Affairs 60 X 142242 27071 ALINE ROSSITER Director of Admissions 60 X 125647 11796 CAROL TULLER Director of Student Health 60 X 100641 15637 1147042 192623 6 false true false AP Construction Company 707 Summer Street Stamford CT 06901 Construction 1986825 Sodexho Inc & Affiliates PO Box 360170 Pittsburgh PA 15251 Dining Hall Services 850945 Woodmaster Builders 90 E Chestnut Hill Road Litchfield CT 06776 Construction 588854 Maryann Thompson Architects 741 Mount Auburn Street Watertown MA 02472 Architectural Services 376455 Marandola Fuel Service LLC PO Box 867 New Milford CT 06776 Fuel Services 169930 6 3864556 583618 3864556 Tuition Income 611110 15600455 Auxillary Enterprises 611110 162125 15762580 121595 121595 3769453 3802546 -33093 -33093 -33093 164955 153570 11385 11385 Other income 611710 62986 62986 62986 19790009 15836951 88502 1885372 1885372 1277615 339295 683185 255135 6239944 4859082 903622 477240 522976 322263 151015 49698 1062972 823680 121012 118280 547820 398135 100126 49559 396649 191207 129770 75672 113214 0 2343 110871 274442 33332 156002 85108 104274 104274 0 0 927824 609551 232396 85877 242336 110350 98148 33838 188321 188321 0 0 1475543 1020336 311458 143749 289251 203609 59134 26508 Departmental Expenses 576796 379617 196274 905 Food Service 788481 788481 0 0 Student Activities 151428 151428 0 0 17065258 12408333 3144485 1512440 3526 3960 5972400 7039447 994341 728513 100484 36857 121040 133161 101556 307168 45825344 20195678 18054820 25629666 7263023 7516220 282779 235981 32893969 41630973 985996 2018077 4380513 5337818 4105275 5322776 1768282 3906981 11240066 16585652 X 15176410 18293462 1595460 1829091 4882033 4922768 21653903 25045321 32893969 41630973 2724751 666667 X false true X true false X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7467054 46130 793076 267786 8038474 7841533 52908 -132874 294513 7467054 7255442 672684 172371 258964 7841533 5943809 1284979 275496 248842 7255442 5454771 72134 568707 151803 5943809 0.30200 0.61200 0.08600 false false 1251410 1251410 30628567 16399216 14229351 4276799 3796462 480337 9668568 9668568 25629666 X 18770722 666667 199418 866085 17904637 1885372 1885372 19790009 15379303 199418 199418 15179885 1885373 1885373 17065258 Pt V, Line 4 The School invests its endowment funds to generate income and long-term growth. The income of which is utiliaed in accordance with donor stipulations, if any, and support of the School's exempt activites. The appreciation is utilized in accordance with the School's spending policy. Pt XI, Line 2d $153,570 Cost of Goods Sold on School store sales plus $45,848 Investment Expenses. Pt XI, Line 4b Financial Aid to Students. Pt XII, Line 2d $153,570 Cost of Goods Sold on School store sales plus $45,848 Investment Expenses. Pt XII, Line 4b $1,885,373 Financial Aid to Students plus $1 Rounding Pt X, Line 2 Management believes the School has no uncertain tax positions as of June 30, 2017. The Federal Form 990 and 990-T are subject to examination by the IRS, generally for three years after they were filed. The School's Federal and State tax filings prior to the year ended June 30, 2014 are closed. true true true true true true true false false false false false false false false false false true Line 3 A STATEMENT OF NONDISCRIMINATION WAS INCLUDED IN THE REGISTRATION FORM, ON THE SCHOOL'S WEBSITE AND THE NEWSPAPER ADVERTISEMENTS. THE SCHOOL'S NONDISCRIMINATION POLICY WAS INCLUDED IN STUDENT REGRISTRATION DOCUMENTS, SCHOOL'S WEBSITE, AND NEWSPAPER ADVERTISEMENTS. true Financial aid to students 63 1885372 FMV Financial Aid Pt I Line 2 The School determines elgibility for financial aid based on financial need of each recipient. X X X true true false false false false false false false false false ADAM K MAN 385358 63500 24684 473542 ROBERT SCODARI 192100 15368 2588 210056 JUSTIN SOLOMON 201054 16084 15895 233033 EDWARD KOWALCHICK 142242 11379 15692 169313 Pt I Line 1b The Head of School is required to live on campus in order to effectively perform his duties, which includes hosting events and to be available to faculty and students. "Personal Services" consist of approximately 5 hours of housekeeping services per week at the residence of the Head of School. Pt I Line 4a Former Associate Head of School was paid a severence in the equivalent of six months of salary. The severence was approved by the Board of Directors. A CHEFA 060806186 000000000 2013-03-28 4700000 Capital Projects false false false A 793019 4700000 255199 4444801 2014 false false true true A false false false false 0.00000 0.00000 0.00000 false false true A false false false false false false false false true A true Scott Sutherland (The McKellan Group) Trustee 1489368 Employee Health Benefits false BETH MAN Wife of Head of School 46706 Compensation false X 30 583618 Fair Market Value false true false Pt VI, Line 11b The Form 990 is reviewed by Management of the School prior to its submission to the IRS. Pt VI, Line 12c The School has a formal written conflict of interest policy and each Board Member is required to submit a signed conflict of interest disclosure statement annually. The copies of the signed statements are maintained by the assistant to the Head of School. Pt VI, Line 15a The Compensation Committee of the School uses school comparability statistics and National Association of Independant Schools benchmark studies to determine compensation of the Head of School. Pt VI, Line 15b The Head of School uses school comparability statistics and National Association of Independant Schools benchmark studies to determine compensation of all other key employees and other officers of the School. Pt VI, Line 19 The School has made the Form 990, governing documents, conflict of interest policy, and financial statements available in a file maintained in the administrative office of the School available upon request.