2017-05-15T08:05:54-07:00 2016-06-30 O'CONNELL PACE & COMPANY PC 609 FARMINGTON AVE STE 201 HARTFORD CT 06105 990 2015-07-01 060646648 Forman School Inc FORM 8605671806 PO Box 80 Litchfield CT 06759 ROBERT SCODARI CHIEF FINANCIAL OFFICER 8605671806 2017-05-15 true MARIO PACE 8602473917 2015 2021-01-29 14:40:06Z ADAM MAN 12 Norfolk Road Litchfield CT 06759 20110450 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. 19 18 157 81 0 3513969 815704 14482690 15545198 361744 215525 35626 71650 18394029 16648077 1553512 1779360 0 8249747 8781190 0 1497478 5158601 5900298 14961860 16460848 3432169 187229 34097704 32893969 12290909 11240066 21806795 21653903 The Forman School is an independent, false false 11927338 1779360 15545198 OPERATE AND MAINTAIN A PRIVATE SCHOOL (GRADES 9-12) FOR CHILDREN WITH SPECIFIC LEARNING DIFFERENCES AND TO PREPARE THEM FOR A COLLEGE CURRICULUM. 11927338 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 92 0 true 157 true true true false false false false false false false false false false false false X 19 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 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 DAVID SHAGGY Trustee 1.00 X 0 0 0 DAVID WHITE Trustee 1.00 X 0 0 0 SCOTT SUTHERLAND President/Trustee 1.00 X X 0 0 0 DAVID WALTER Vice President/Trustee 1.00 X X 0 0 0 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 457564 48395 ROBERT SCODARI Chief Financial Officer 60 X 210431 16141 JUSTIN SOLOMON Asst Head of School for Inst Advancement 60 X 219483 26815 HELEN WALDREN Assoc Head of School 60 X 147790 23504 EDWARD KOWALCHICK Assistant Head of School for Internal Affairs 60 X 125044 23454 AILINE ROSSITER Director of Admissions 60 X 113721 1703 1274033 140012 6 false true false PAC Group LLC 34 Hayden Road Harwinton CT 06791 Construction 1045273 Sodexho Inc & Affiliates PO Box 360170 Pittsburgh PA 15251 Dining Hall Services 840124 Metal Building Restoration Inc PO Box 23178 Overland Park KS 66283 Construction 359055 Woodmaster Builders 90 E Chestnut Hill Road Litchfield CT 06759 Construction 276384 Marandola Fuel Service LLC PO Box 867 New Milford CT 06776 Fuel Services 269771 5 815704 94537 815704 Tuition Income 611110 15385113 Auxillary Enterprises 611110 160085 15545198 236535 236535 3280842 3301852 -21010 -21010 -21010 169073 160521 8552 8552 Other income 611710 63098 63098 63098 16648077 15553750 278623 1779360 1779360 1190138 300595 643548 245995 5767133 4558884 790656 417593 469666 285872 143579 40215 849056 646621 105481 96954 505197 372261 88607 44329 654915 344250 254396 56269 187805 0 7387 180418 396641 56513 216516 123612 75840 75840 0 0 898510 610823 204276 83411 255248 100422 101191 53635 181108 181108 0 0 1336413 933451 275494 127468 306301 219116 59606 27579 Departmental Expenses 628153 482858 145295 0 Food Service 793202 793202 0 0 Student Activities 186162 186162 0 0 16460848 11927338 3036032 1497478 3605 3526 8170999 5972400 1772356 994341 107597 100484 114527 121040 190930 101556 36821750 18766930 15982949 18054820 7529954 7263023 224787 282779 34097704 32893969 1190519 985996 5277409 4380513 4298202 4105275 1524779 1768282 12290909 11240066 X 14382909 15176410 2594711 1595460 4829175 4882033 21806795 21653903 34097704 32893969 187229 -340121 X false true X true false X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7841533 52908 -132874 294513 7467054 7255442 672684 172371 258964 7841533 5943809 1284979 275496 248842 7255442 5454771 72134 568707 151803 5943809 5573345 39686 -158260 5454771 0.30000 0.65000 0.05000 false false 1251410 1251410 30424401 15158291 15266110 4191525 3608639 582886 954414 954414 18054820 X 14688268 -340121 159672 -180449 14868717 1779360 1779360 16648077 14841160 159672 159672 14681488 1779360 1779360 16460848 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 $160,521 Cost of Goods Sold on School store sales less $849 Net Tuition Refunds. Pt XI, Line 4b Financial Aid to Students. Pt XII, Line 2d $160,521 Cost of Goods Sold on School store sales less $849 Net Tuition Refunds. Pt XII, Line 4b Financial Aid to Students Pt X, Line 2 Management believes the School has no uncertain tax positions as of June 30, 2016. 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, 2013 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 52 1779360 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 X X X X X true false false false false false false false false ADAM K MAN 457564 22160 26235 505959 ROBERT SCODARI 210431 13596 2545 226572 JUSTIN SOLOMON 219483 14594 12221 246298 HELEN WALDREN 154766 8283 15221 178270 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 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 true A true SCOTT SUTHERLAND THE MCKELLAN GROUP Trustee 27373 Brokerage firm for employee insurance false BETH MAN Wife of Head of School 24957 Employment false X 16 94537 Market Value false false 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.