2017-11-15T11:51:27-06:00 2017-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2016-07-01 042534161 CHAPEL HILL-CHAUNCY HALL SCHOOL CHAP 7813140800 785 BEAVER STREET WALTHAM MA 02452 GWEN POJASEK CHIEF FINANCIAL OFFICER 7813140800 2017-10-25 1 JOHN TOSCANO P00358542 9592007000 209.3.217.20 2017-10-25 09:32:16 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 896C1F5B5D42EC59A37A0D46A5820AA48C1A79ED 2016 2017-02-10 21:41:12Z LANCE CONRAD 785 BEAVER STREET WALTHAM MA 02452 11514935 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. 21 21 213 44 0 0 395022 411044 10047474 10764905 90974 92872 21801 24829 10555271 11293650 1304355 1413463 0 0 5719401 6170939 32507 0 263720 3560047 3601312 10616310 11185714 -61039 107936 13372194 13599633 8646820 8533116 4725374 5066517 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 7313188 1413463 9050097 EDUCATION provided to approximately 180 boarding and day STUDENTS AS PART OF DAILY CURRICULUM AND GRANTS FOR FINANCIAL ASSISTANCE TO STUDENTS IN NEED. 1137071 1744584 SUMMER and CAMPs - COSTS TO OPERATE CAMPs WHICH PROVIDECAMPERS WITH VARIOUS ACTIVITIES AND PROGRAMS. 8450259 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 1 0 1 213 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 Alden Harrington Treasurer 5.00 X X 0 0 0 Ann Whitaker outgoing trustee 1.00 X 0 0 0 Anna Colton Trustee 1.00 X 0 0 0 Babu Krishnamurthy Trustee 1.00 X 0 0 0 Bernard Joel Rudman CHAIR OF THE BOARD 5.00 X X 0 0 0 Carlos Cubia outgoing trustee 1.00 X 0 0 0 Charles Black Trustee 1.00 X 0 0 0 Charlotte Merrell Vice-Chair OF THE BOARD 5.00 X X 0 0 0 Ben Giess Trustee 1.00 X 0 0 0 Daniel Strachman Trustee 1.00 X 0 0 0 David Cohen Trustee 1.00 X 0 0 0 Deborah Mankiw Trustee 1.00 X 0 0 0 Eileen Larkins outgoing trustee 1.00 X 0 0 0 James Lipcon outgoing trustee 1.00 X 0 0 0 Kim Sciacca Trustee 1.00 X 0 0 0 Margaret Allen Trustee 1.00 X 0 0 0 Michelle Wang Trustee 1.00 X 0 0 0 Patricia Nwobodo Trustee 1.00 X 0 0 0 Raymond Luo Trustee 1.00 X 0 0 0 Rhonda Bentley Lewis Trustee 1.00 X 0 0 0 Sarah Forrester Trustee 1.00 X 0 0 0 Suzanne Loonie Trustee 1.00 X 0 0 0 Thomas Mulvehill Clerk 5.00 X X 0 0 0 Todd Lemke Trustee 1.00 X 0 0 0 William Ryan Trustee 1.00 X 0 0 0 Gwen Pojasek ChieF Financial Officer 40.00 X 120874 0 34904 Lance Conrad Head of School 40.00 X 194450 0 42015 Joshua Bubar Assistant Head of School 40.00 X 109604 0 16718 424928 0 93637 3 0 1 0 FLIK DINING PO BOX 417632 BOSTON MA 02241 DINING SERVICES 843891 THEMELI BROTHERS 44 BOYNTON ROAD HOLLISTON MA 01746 CONTRACTOR 705176 PHIL MASTROIANNI CORP 17 FOUNTAIN STREET WALTHAM MA 02453 LANDSCAPING 247768 AUSTIN ARCHITECTS 219 CONCORD AVENUE CAMBRIDGE MA 02138 ARCHITECT 116506 PROSPECT BUILDING SERVICES CORPORATION 360 PEARL STREET MALDEN MA 02148 CLEANING AND MAINTENANCE SERVICE 100937 5 72950 338094 477 411044 TUITION, BOARDING FEES 611600 9020321 9020321 CAMP REGISTRATIONs 611600 1744584 1744584 10764905 97885 97885 4455 0 4455 4455 4455 107847 112860 -5013 -5013 -5013 17240 72950 26642 -9402 -9402 111559 81783 29776 29776 11293650 10794681 0 87925 1413463 1413463 428110 282713 145397 4580977 3291234 1239643 50100 193143 137601 46955 8587 593139 400554 167588 24997 375570 234834 126081 14655 52100 8461 43639 30100 30100 23434 23434 13264 9339 3925 100304 9470 90834 164244 22859 141315 70 811117 811117 109264 11840 93542 3882 13448 12644 804 117077 117077 647636 647636 92778 92778 FOOD SERVICE 658494 658494 SCHOOL/CAMP ACTIVITES 425336 425336 OTHER 105644 31 106380 -767 SPORTS SUPPLIES 54851 54851 182221 103284 62942 15995 11185714 8450259 2471735 263720 3005458 1057092 40727 72291 21427 730793 32574 35854 261790 243246 20098215 11321471 7644735 8776744 2272100 2574358 58199 58199 35184 51056 13372194 13599633 687888 642924 5051724 4460774 2757208 3305957 150000 123461 8646820 8533116 X 4218298 4446004 78450 191887 428626 428626 4725374 5066517 13372194 13599633 X 107936 235207 -2000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2272100 115074 302258 115074 2574358 2285856 116615 -22178 108193 2272100 2095203 253910 36820 100077 2285856 1811901 93902 282952 93552 2095203 2361993 2750 140125 692967 1811901 0.81000 0.16650 0.02350 0 0 1833032 1833032 13869627 9811217 4058410 3793539 1349113 2444426 602017 161141 440876 8776744 X 10198385 235207 -1415463 -1180256 11378641 23434 -108425 -84991 11293650 9857242 108425 108425 9748817 23434 1413463 1436897 11185714 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, 2017 or 2016. The School's Federal information returns prior to fiscal year 2014 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 -1,413,463. uncollectible pledges -2,000. Part XI, Line 4b - Other Adjustments: cost of goods sold -81,783. SPECIAL EVENTS -26,642. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 81,783. SPECIAL EVENTS 26,642. Part XII, Line 4b - Other Adjustments: FINANCIAL AID 1,413,463. 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. GOLF OUTING 28825 22735 6090 3160 2300 2976 SPRING gala 61365 50215 11150 11462 6744 90190 72950 17240 3160 13762 9720 26642 -9402 1 FINANCIAL ASSISTANCE 34 1413463 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 Gwen Pojasek ChieF Financial Officer 120874 0 0 0 0 0 13147 0 21757 0 155778 0 0 0 Lance Conrad Head of School 194354 0 0 0 96 0 10947 0 31068 0 236465 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. Form 990, Part XI, line 9: UNCOLLECTIBLE PLEDGES -2,000. 23 THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.