POMFRET SCHOOL INCORPORATED: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- POMFRET SCHOOL INCORPORATED (EIN 06-0646784)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349308407
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:46:52-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNELL PACE & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 FARMINGTON AVE STE 201 | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pomfret School Incorporated | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POMF | BusinessNameControlTxt |
| Phone | 8609636100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 398 Pomfret Street | AddressLine1Txt |
| City | Pomfret | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD GRIFFIN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8609636100 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIO PACE | PreparerPersonNm |
| Phone | 8602473917 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.95.123.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 13:46:36 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 354866238131309ECF6590D6E7E83516AB2231ED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BADF0368229631C84A1169504F710DB61F413A4F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD GRIFFIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 398 Pomfret Street | AddressLine1Txt |
| City | Pomfret | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,275,085 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pomfretschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | Pomfret School is a college preparatory boarding and day school for boys and girls in grades 9 through 12 and postgraduate. Pomfret School cultivates a healthy independence of mind, body, and spirit in its students as it prepares them for college and to lead in a diverse and increasingly interconnected society. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 218 | TotalEmployeeCnt |
| Total Volunteers | 290 | TotalVolunteersCnt |
| Total Gross UBI | $357,823 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$248,828 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,672,030 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,651,231 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,549,009 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,931,853 | CYProgramServiceRevenueAmt |
| PY Investment Income | $194,269 | PYInvestmentIncomeAmt |
| CY Investment Income | $714,324 | CYInvestmentIncomeAmt |
| PY Other Revenue | $405,458 | PYOtherRevenueAmt |
| CY Other Revenue | $530,691 | CYOtherRevenueAmt |
| PY Total Revenue | $23,820,766 | PYTotalRevenueAmt |
| CY Total Revenue | $24,828,099 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,938,247 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,004,925 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,357,765 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,668,883 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,512,747 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,407,769 | PYOtherExpensesAmt |
| CY Other Expenses | $9,613,451 | CYOtherExpensesAmt |
| PY Total Expenses | $24,703,781 | PYTotalExpensesAmt |
| CY Total Expenses | $25,287,259 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$883,015 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$459,160 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,466,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,709,384 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,913,708 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,178,234 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,552,819 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,531,150 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Pomfret School is a college preparatory boarding | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,138,403 | ExpenseAmt |
| Grant | $4,004,925 | GrantAmt |
| Revenue | $20,045,330 | RevenueAmt |
| Desc | INSTRUCTION & RELATED SUPPORT SERVICES | Desc |
| Total Program Service Expenses | $20,138,403 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 218 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD GRIFFIN | PersonNm |
| Phone | 8609636140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 398 Pomfret Street | AddressLine1Txt |
| City | Pomfret | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06258 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY RICHARDS | ||||||||
| Head of School | 50.00 | Yes (X) | Yes (X) | Yes (X) | $312,041 | $0 | $65,738 | |
| EDWARD GRIFFIN | ||||||||
| Chief Financial Officer | 50.00 | Yes (X) | Yes (X) | $183,236 | $0 | $50,784 | ||
| MELISSA BELLANCEAU | ||||||||
| Director of Advancement | 50.00 | Yes (X) | $172,918 | $0 | $20,130 | |||
| JAMIE BAKER | ||||||||
| Director of Grauer Institute | 50.00 | Yes (X) | $140,033 | $0 | $46,386 | |||
| BRENDA BULLIED | ||||||||
| Director of Facilities | 50.00 | $115,611 | $0 | $18,224 | Yes (X) | |||
| RICHARD DEMPSEY | ||||||||
| Asst Head of School | 50.00 | $108,368 | $0 | $43,097 | Yes (X) | |||
| MATTHEW PIERCE | ||||||||
| Assoc Director of Advancement | 50.00 | $107,084 | $0 | $34,294 | Yes (X) | |||
| JUSTIN KLEIN | ||||||||
| Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MONIQUE MILES | ||||||||
| Vice Chair | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDSEY BELEW PAUL | ||||||||
| Treasurer | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM WIGGINS | ||||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK W BLODGETT | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARYLE LAMONICA BOST | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY BUCK | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS CAMPBELL | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| SIMON CHAN | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| MARK COHEN | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| MALIK S DUCARD | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| E CLAYTON GENGRAS III | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| MEREDITH J HANSON | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| REBECCA D HENRY | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| SHELLY HWANG | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| MARTHA BLAKE LINHARES | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| SCOTT MAKER | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| MICHAEL MARRUS | ||||||||
| Trustee | 1 | Yes (X) | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,139,291 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $278,653 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Flik | |||||
| PO Box 417632 | Boston | MA | 022417632 | Food Service Contractor | $1,361,801 |
| Connecticare & Affiliates | |||||
| PO Box 416191 | Boston | MA | 022416191 | Health Insurance Provider | $1,224,983 |
| Eversource | |||||
| PO Box 650032 | Dallas | TX | 752650032 | Electricity and Gas Supplier | $451,216 |
| Michael W Wolchesky | |||||
| PO Box 79 | Pomfret Center | CT | 062590079 | Building Contractor | $340,891 |
| WB Mason Co Inc | |||||
| PO Box 981101 | Boston | MA | 022981101 | Office Product Supplier | $276,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,651,231 | AllOtherContributionsAmt |
| Noncash Contributions | $618,494 | NoncashContributionsAmt |
| Total Contributions | $3,651,231 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Tuition & Fees | 611110 | $19,747,863 |
| Miscellaneous Income | 611110 | $118,963 |
| Application Fees | 611110 | $65,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,931,853 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $594,963 | TotalRevenueColumnAmt |
| Exclusion | $594,963 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,906 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,906 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,906 | TotalRevenueColumnAmt |
| Exclusion | $68,906 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $423,676 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $304,315 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $119,361 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,361 | TotalRevenueColumnAmt |
| Exclusion | $119,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $246,633 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $142,671 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,962 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,962 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| Hockey Rink Rentals | 531120 | $114,114 | $114,114 |
| Summer Programs | 711310 | $213,421 | $213,421 |
| Tennis Club | 711310 | $14,629 | $14,629 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,659 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,659 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $357,823 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,828,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,035,815 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $357,823 | UnrelatedBusinessRevenueAmt |
| Exclusion | $783,230 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,004,925 | TotalAmt |
| Program Services | $4,004,925 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,187 | TotalAmt |
| Program Services | $459,352 | ProgramServicesAmt |
| Management And General | $474,667 | ManagementAndGeneralAmt |
| Fundraising | $377,168 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,459,903 | TotalAmt |
| Program Services | $5,751,234 | ProgramServicesAmt |
| Management And General | $1,291,413 | ManagementAndGeneralAmt |
| Fundraising | $417,256 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,770 | TotalAmt |
| Program Services | $486,993 | ProgramServicesAmt |
| Management And General | $138,484 | ManagementAndGeneralAmt |
| Fundraising | $62,293 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579,829 | TotalAmt |
| Program Services | $1,351,179 | ProgramServicesAmt |
| Management And General | $176,719 | ManagementAndGeneralAmt |
| Fundraising | $51,931 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,194 | TotalAmt |
| Program Services | $446,225 | ProgramServicesAmt |
| Management And General | $126,891 | ManagementAndGeneralAmt |
| Fundraising | $57,078 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,498 | TotalAmt |
| Program Services | $17,679 | ProgramServicesAmt |
| Management And General | $325,544 | ManagementAndGeneralAmt |
| Fundraising | $48,275 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,350 | TotalAmt |
| Program Services | $1,870 | ProgramServicesAmt |
| Management And General | $84,068 | ManagementAndGeneralAmt |
| Fundraising | $111,412 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,319 | TotalAmt |
| Program Services | $247,176 | ProgramServicesAmt |
| Management And General | $429,445 | ManagementAndGeneralAmt |
| Fundraising | $101,698 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,252 | TotalAmt |
| Program Services | $349,967 | ProgramServicesAmt |
| Management And General | $99,519 | ManagementAndGeneralAmt |
| Fundraising | $44,766 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,433,766 | TotalAmt |
| Program Services | $1,349,316 | ProgramServicesAmt |
| Management And General | $61,201 | ManagementAndGeneralAmt |
| Fundraising | $23,249 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,425 | TotalAmt |
| Program Services | $129,359 | ProgramServicesAmt |
| Management And General | $98,273 | ManagementAndGeneralAmt |
| Fundraising | $95,793 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,585 | TotalAmt |
| Program Services | $2,385 | ProgramServicesAmt |
| Management And General | $4,200 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,726 | TotalAmt |
| Program Services | $446,601 | ProgramServicesAmt |
| Management And General | $126,998 | ManagementAndGeneralAmt |
| Fundraising | $57,127 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,112,221 | TotalAmt |
| Program Services | $1,987,810 | ProgramServicesAmt |
| Management And General | $90,161 | ManagementAndGeneralAmt |
| Fundraising | $34,250 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,991 | TotalAmt |
| Program Services | $215,956 | ProgramServicesAmt |
| Management And General | $61,411 | ManagementAndGeneralAmt |
| Fundraising | $27,624 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Departmental Expenses | $627,627 | $621,538 | $6,089 | $0 |
| Student Services | $380,303 | $380,303 | $0 | $0 |
| Food Service | $1,871,280 | $1,871,280 | $0 | $0 |
| Entertainment | $61,108 | $17,255 | $41,026 | $2,827 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,287,259 | TotalAmt |
| Program Services | $20,138,403 | ProgramServicesAmt |
| Management And General | $3,636,109 | ManagementAndGeneralAmt |
| Fundraising | $1,512,747 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,511 | BOYAmt |
| EOY | $438,694 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,712,519 | BOYAmt |
| EOY | $7,608,335 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,369,110 | BOYAmt |
| EOY | $4,714,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,732 | BOYAmt |
| EOY | $71,392 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,076 | BOYAmt |
| EOY | $620,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,279,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,856,769 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,887,736 | BOYAmt |
| EOY | $35,422,652 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,969,654 | BOYAmt |
| EOY | $18,871,016 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,876,189 | BOYAmt |
| EOY | $30,962,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,466,527 | BOYAmt |
| EOY | $98,709,384 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,622 | BOYAmt |
| EOY | $755,508 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,388,235 | BOYAmt |
| EOY | $5,155,571 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,185,000 | BOYAmt |
| EOY | $16,640,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,851 | BOYAmt |
| EOY | $1,627,155 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,913,708 | BOYAmt |
| EOY | $24,178,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,426,914 | BOYAmt |
| EOY | $27,727,900 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,887,918 | BOYAmt |
| EOY | $22,300,672 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,237,987 | BOYAmt |
| EOY | $24,502,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,552,819 | BOYAmt |
| EOY | $74,531,150 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,466,527 | BOYAmt |
| EOY | $98,709,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$459,160 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,437,491 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,669,046 | BeginningYearBalanceAmt |
| Contributions | $1,384,075 | ContributionsAmt |
| Investment Earnings Or Losses | $5,891,850 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,933,388 | GrantsOrScholarshipsAmt |
| End Year Balance | $46,011,583 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,261,949 | BeginningYearBalanceAmt |
| Contributions | $2,491,722 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,148,625 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,936,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $40,669,046 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,707,151 | BeginningYearBalanceAmt |
| Contributions | $1,271,282 | ContributionsAmt |
| Investment Earnings Or Losses | $179,266 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,895,750 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,261,949 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,460,417 | BeginningYearBalanceAmt |
| Contributions | $232,133 | ContributionsAmt |
| Investment Earnings Or Losses | $3,854,601 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,840,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,707,151 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,761,647 | BeginningYearBalanceAmt |
| Contributions | $427,552 | ContributionsAmt |
| Investment Earnings Or Losses | $2,703,579 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,432,361 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,460,417 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,988,692 | OtherCostOrOtherBasisAmt |
| Book Value | $19,988,692 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,091,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,120,363 | DepreciationAmt |
| Book Value | $13,970,869 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,199,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,736,406 | DepreciationAmt |
| Book Value | $1,463,091 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,422,652 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited partnerships & Alt investments | $27,150,021 | F |
| Split interest agreements | $3,812,411 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,962,432 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuity obligations | Desc |
| Amt | $1,627,155 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,627,155 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,403,337 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,437,492 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $142,671 | OtherRevenueAmt |
| Revenue Not Reported | $4,580,163 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,823,174 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,004,925 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,004,925 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,828,099 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,425,006 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $142,671 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $142,671 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,282,335 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,004,924 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,004,924 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,287,259 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | The School invests its endowment funds to generate income and long-term growth. The income of which is utilized in accordance with donor stipulations, if any, and support of the School's exempt activities. The appreciation is utilized with the School's spending policy for the specified purposes of the various funds. |
| Pt X, Line 2 | The School's federal and state Exempt Organization Business Income Tax Returns (Form 990T and CT-990T) are subject to examination by the U.S. Internal Revenue Service and Connecticut Department of Revenue Service, generally for three years after they were filed. The School's Federal and state tax filings prior to the year ended June 30, 2013 are closed. Management believes the School has no uncertain tax positions as of June 30, 2017 and June 30, 2016, respectively. |
| Pt XI, Line 2d | Cost of Goods Sold-School Store & Tuck Shop $142,671 |
| Pt XI, Line 4b | Student Financial Aid $4,004,925 |
| Pt XII, Line 2d | Cost of Goods Sold-School Store & Tuck Shop $142,671 |
| Pt XII, Line 4b | Student Financial Aid - $4,004,925; Rounding +$1 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Line 3 | FormAndLineReferenceDesc |
| Explanation | STATEMENT OF NON-DISCRIMINATORY POLICY WAS PUBLISHED IN LOCAL AND REGIONAL NEWSPAPERS. POLICY IS ALSO DISCLOSED ON SCHOOL'S WEBSITE AND ALL ENROLLMENT MATERIALS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Financial Aid | North America | 1 | N/A | $40,000 | Financial Aid | FMV |
| Financial Aid | Central America | 2 | N/A | $51,025 | Financial Aid | FMV |
| Financial Aid | Europe | 3 | N/A | $29,000 | Financial Aid | FMV |
| Financial Aid | East Asia and Pacific | 2 | N/A | $34,385 | Financial Aid | FMV |
| Financial Aid | Russia | 2 | N/A | $55,000 | Financial Aid | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial aid | GrantTypeTxt |
| Recipient | 146 | RecipientCnt |
| Non Cash Assistance | $4,004,925 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Financial aid | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | Assistance is granted on the need of each individual student. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| TIMOTHY RICHARDS | |||
| $312,041 | $23,850 | $41,888 | $377,779 |
| EDWARD GRIFFIN | |||
| $183,236 | $17,496 | $33,288 | $234,020 |
| MELISSA BELLANCEAU | |||
| $172,918 | $14,134 | $5,996 | $193,048 |
| JAMIE BAKER | |||
| $140,033 | $12,933 | $33,453 | $186,419 |
| RICHARD DEMPSEY | |||
| $108,368 | $10,131 | $32,966 | $151,465 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 1a | FormAndLineReferenceDesc |
| Explanation | The School requires the Head of School, school management and certain faculty members to live on campus as a condition of employment. Cleaning services are provided to the residence of the Head of School. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20774YKD8 | CUSIPNum |
| Bond Issued | 2012-06-14 | BondIssuedDt |
| Issue Price | $17,750,000 | IssuePriceAmt |
| Purpose | Capital Projects | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,110,000 | RetiredAmt |
| Total Proceeds | $17,750,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $454,834 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $17,295,166 | CapitalExpendituresAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt IV ln 2c A | FormAndLineReferenceDesc |
| Explanation | Rebate computation performed on 06/14/2013 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $618,494 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | In advance of its filing, the Form 990 is provided via email to the School's Board of Trustees for review and comment. After the giving Board an opportunity to comment and any necessary revisions made to the 990, the School's CFO submits Form 990 to IRS. |
| Pt VI, Line 12c | Each member of the School's Board of Trustees is required to complete a conflict of interest statement to disclose any potential areas of conflict. Any conflicts would be reviewed by the School's Board of Trustees. |
| Pt VI, Line 15a | The School's Executive Committee reviews the salaries and benefits of the top management and compares them to surveys of top management of like-sized schools. Contracts are presented to remainder of the Board of trustees for final approval. |
| Pt VI, Line 15b | The Head of School and a committee of board members review the salaries of key employees and other officers and compare them to salaries of like sized schools. |
| Pt VI, Line 19 | All documents are available upon written request to the School and |
| Pt XI | Rounding |
Comments