2015-05-15T12:26:29-07:00 2014-06-30 O'CONNELL PACE & COMPANY PC 609 FARMINGTON AVE STE 201 HARTFORD CT 06105 990 2013-07-01 060646648 Forman School Inc FORM 8605671806 PO Box 80 Litchfield CT 06759 ROBERT SCODARI CHIEF FINANCIAL OFFICER 8605671806 2015-05-15 true MARIO PACE 8602473917 2013 2016-02-25 16:41:14Z ADAM MAN 12 Norfolk Road Litchfield CT 06759 19637653 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. Based on his or her unique learning profile, Forman develops the whole student so that every graduate becomes an educated, confident, self-advocate throughout life. 18 17 139 103 0 806783 2202117 11772102 12312176 268747 745143 181154 84147 13028786 15343583 1160081 1094000 0 6889013 7203529 0 928570 4550088 4789958 12599182 13087487 429604 2256096 25415453 31411602 9288679 12853454 16126774 18558148 The Forman School is an independent, false false 9597350 1094000 12358527 OPERATE AND MAINTAIN A PRIVATE SCHOOL (GRADES 9-12) FOR CHILDREN WITH SPECIFIC LEARNING DIFFERENCES AND TO PREPARE THEM FOR A COLLEGE CURRICULUM. 9597350 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 106 0 true 139 true true true false false false false false false false false false false false false X 18 17 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 JENNIFER BUDLOW Trustee 1.00 X 0 0 0 MICHAEL L COOK 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 MARGARET WARNER FIELD 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 0 0 0 BEATRIZ SANCHEZ Trustee 1.00 X 0 0 0 MARTHA SMALL Trustee 1.00 X 0 0 0 NANCY L SNYDERMAN Trustee 1.00 X 0 0 0 SCOTT SUTHERLAND Trustee 1.00 X 0 0 0 DAVID WALTER Trustee 1.00 X 0 0 0 DAVID WALTER Trustee 1 X LOUISE HOPPE FINNERTY President/Trustee 1 X X THOMAS SORELL Vice President/Trustee 1 X X JEFFREY L LIDDLE Secretary/Trustee 1 X X ROBERT D PATCH Treasurer/Trustee 1 X X ADAM K MAN Headmaster/Trustee 60 X X 301839 46663 ROBERT SCODARI Chief Financial Officer 60 X 80635 140 FREDERICK A COLSON III Chief Financial Officer 50 X 64189 7248 HELEN WALDREN Assoc Head of School 60 X 132024 24747 JUSTIN SOLOMON Director of Advancement 60 X 146221 18028 724908 96826 0 false true false PAC Group LLC 34 Hayden Road Harwinton CT 06791 Construction 1420127 Sodexho Inc & Affiliates PO Box 360170 Pittsburgh PA 152516170 Dining Hall Services 745777 Shoreline Modular Homes 1359 Boston Post Road Madison CT 06443 Construction 425545 Woodmaster Builders 90 E Chestnut Hill Rd Litchfield CT 06759 Construction 365468 Marandola Fuel Service LLC 91 Kent Road New Milford CT 06776 Fuel Service 280208 0 2202117 153414 2202117 Tuition Income 611110 12216766 Auxillary Enterprises 611110 95410 12312176 137501 137501 4751443 4143801 607642 607642 607642 196620 150269 46351 46351 Other income 611710 37796 37796 37796 15343583 12358527 782939 1094000 1094000 637423 160198 328600 148625 4830047 3593454 919597 316996 316132 214114 73776 28242 988220 814248 120357 53615 431707 306093 89558 36056 542824 326758 187041 29025 131366 0 2763 128603 242381 36153 204976 1252 112444 108764 3680 0 727287 483609 183689 59989 127734 29745 77138 20851 116098 116098 0 0 992415 681335 226564 84516 232331 163344 50429 18558 Departmental Expenses 530347 434706 93399 2242 Food Service 679310 679310 0 0 Repairs and Maintenance 192056 192056 0 0 Student Activities 163365 163365 0 0 13087487 9597350 2561567 928570 4310 4090 7775551 8067951 82555 472708 170502 67179 112364 154637 58661 93450 31643013 16510057 11222191 15132956 5747231 7181265 242088 237366 25415453 31411602 1353931 692118 3260936 6120874 4670601 4486483 3211 1553979 9288679 12853454 X 10896869 12321062 467943 1439545 4761962 4797541 16126774 18558148 25415453 31411602 2256096 175278 X false true X true false X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5943809 1284979 275496 248842 7255442 5454771 72134 568707 151803 5943809 5573345 39686 -158260 5454771 5225190 20279 336655 8779 5573345 5041066 83992 141647 41515 5225190 0.32090 0.66120 0.01790 false false 1128410 1128410 25656285 13160363 12495922 3658429 3349694 308735 1199889 1199889 15132956 X 14346341 175278 157280 332558 14013783 1329800 1329800 15343583 11914959 157272 157272 11757687 1329800 1329800 13087487 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 in accordance with the School's spending policy. Pt XI Line 2d $150,269 Cost Of Goods Sold On School store Sales $7,002 Refunds $9 Rounding Pt XI Line 4b Financial Aid To Students Pt XII Line 2d $150,269 Cost Of Goods Sold On School store Sales $7,002 Refunds $1 Rounding 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, 2014. The Federal Form 990 and 990-T are subject to examination by the IRS, generally for three years after they were filed. The Federal tax filings prior to the year ended June 30, 2011 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. true Financial aid to students 38 1094000 FMV Financial Aid Pt I Line 2 The Organization determines eligibility for financial aid (scholarships) Pt I Line 2 based on financial need of each recipient. X X X true true X X X X X false false false false false false false false false ADAM K MAN 301839 18360 28303 348502 HELEN WALDREN 132024 10562 14185 156771 JUSTIN SOLOMON 146221 11658 6370 164249 Pt I Line 1b The Headmaster is required to live on campus in order to effectively perform his duties, which includes hosting events and to be available to the faculty and students. "Personal Services" are for 5 hours of housekeeping services per week at the Headmaster's home. A CHEFA 060806186 000000000 2013-03-28 4700000 Capital Projects false false false A 4700000 3000 255199 4213825 230976 2014 false false false 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 26155 Brokerage firm for employee insurance false BETH MAN Family member of headmaster 23524 Employment false X 13 153414 Market Value false false false Pt VI, Line 11b The Form 990 is reviewed by Management of the School Pt VI, Line 11b prior to its submission to the IRS. Pt VI, Line 12c The School has a formal written conflict of interest Pt VI, Line 12c policy and the board members sign it annually. The copies Pt VI, Line 12c of the signed conflict of interest policy are maintained by Pt VI, Line 12c the assistant to the Head of the School. Pt VI, Line 15a The Compensation Committee of the School uses school comparability Pt VI, Line 15a and National Association of Independent Schools bench mark studies to Pt VI, Line 15a determine the compensation of the Head of School. Pt VI, Line 15b The Head of School with uses school comparability studies and Pt VI, Line 15b National Association of Independent Schools bench mark studies Pt VI, Line 15b to determine the compensation of all other key employees and other Pt VI, Line 15b officers who work for the School. Pt VI, Line 19 The School has made Form 990, governing documents, conflict of Pt VI, Line 19 interest policy, and financial statements available in a file Pt VI, Line 19 maintained in the administrative office upon request.