2015-04-01T10:06:27-05:00 2014-08-31 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2013-09-01 060646702 RENBROOK SCHOOL INC RENB 8602361661 2865 ALBANY AVENUE WEST HARTFORD CT 06117 LINDA P KAPELNER CFO 8602361661 2015-03-10 1 ELIZABETH SOLECKI P00235171 8605614000 2015-03-10 2013 2016-02-25 16:41:14Z LINDA P KAPELNER 2865 ALBANY AVENUE WEST HARTFORD CT 06117 18686385 0 X WWW.RENBROOK.ORG X 1936 CT TO PROVIDE EDUCATION AT THE PRIMARY AND SECONDARY LEVELS 22 20 468 500 0 0 1290450 875294 12953526 13261087 508438 966604 188845 147700 14941259 15250685 1772381 1690943 0 0 7999986 8147940 0 0 503226 4443525 4716044 14215892 14554927 725367 695758 43363932 44569395 13866872 13198630 29497060 31370765 TO PROVIDE EDUCATION AT THE PRIMARY AND SECONDARY LEVELS. 0 0 10393474 1690943 11731449 A PRIMARY AND SECONDARY SCHOOL PROVIDING A COMPREHENSIVE EDUCATION CURRICULUM. 1327920 1622555 SUMMER ADVENTURE - SUMMER CAMP 11721394 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 1 468 1 0 0 0 0 0 1 1 0 0 0 0 X 22 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X LINDA P KAPELNER 8602361661 2865 ALBANY AVENUE WEST HARTFORD CT 06117 PATRICIA O MCLAUGHLIN CHAIR 5.00 X X 0 0 0 JEFFERY R VERNEY VICE CHAIR 2.00 X X 0 0 0 MICHAEL P GINGOLD TREASURER 2.00 X X 0 0 0 TRACY Y SMITH SECRETARY 2.00 X X 0 0 0 RAJEEV BHALLA BOARD MEMBER 2.00 X 0 0 0 JULIE A CARTER BOARD MEMBER 2.00 X 0 0 0 SCOTT W FANNING BOARD MEMBER 2.00 X 0 0 0 ROBYN M GENGRAS BOARD MEMBER 2.00 X 0 0 0 NEAL J KEATING BOARD MEMBER 2.00 X 0 0 0 PATRICIA D KENT BOARD MEMBER 2.00 X 0 0 0 JAMES L LIDDY BOARD MEMBER 2.00 X 0 0 0 LORI T MCGEE BOARD MEMBER 2.00 X 0 0 0 R PAUL MEHLMAN BOARD MEMBER 2.00 X 0 0 0 GIULIANA MUSILLI BOARD MEMBER 2.00 X 0 0 0 JENNIFER QUIGLEY BOARD MEMBER 2.00 X 0 0 0 ANNE P SARGENT BOARD MEMBER 2.00 X 0 0 0 JONATHAN E SEYMOUR BOARD MEMBER 2.00 X 0 0 0 LISA J STEVENSON BOARD MEMBER 2.00 X 0 0 0 KATHERINE G WINDSOR BOARD MEMBER 2.00 X 0 0 0 EMILY M YOON BOARD MEMBER 2.00 X 0 0 0 R BRUCE ALBRO HONORARY LIFE TRUSTEE 2.00 X 0 0 0 THOMAS O BARNES HONORARY LIFE TRUSTEE 2.00 X 0 0 0 DIANE F BROWN HONORARY LIFE TRUSTEE 2.00 X 0 0 0 H MARTYN OWEN HONORARY LIFE TRUSTEE 2.00 X 0 0 0 STUART I REPP HONORARY LIFE TRUSTEE 2.00 X 0 0 0 FRANK L STANLEY HONORARY LIFE TRUSTEE 2.00 X 0 0 0 JOHN S STOUT HONORARY LIFE TRUSTEE 2.00 X 0 0 0 DANIEL C TRACY HONORARY LIFE TRUSTEE 2.00 X 0 0 0 ANTHONY E SCHERER BOARD MEMBER/FACULTY 40.00 X 46674 0 14102 ARMISTEAD CG WEBSTER HEAD OF SCHOOL 7/1/13-6/30/14 50.00 X X 246621 0 13415 DAVID N HURSTY INTERIM HEAD OF SCHOOL7/1/14-6/30/15 50.00 X X 0 0 0 LINDA P KAPELNER CFO 40.00 X 144103 0 6394 MARGARET H AYRES CAMP DIRECTOR 40.00 X 110837 0 9193 548235 0 43104 3 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 592334 I&J MAINTENANCE LLC 130 DEEPWOOD DRIVE AVON CT 06001 CLEANING SERVICES 171907 CHARTER OAK BUILDING MAINTENANCE INC PO BOX 257 CROMWELL CT 06416 CLEANING SERVICES 109992 3 67706 807588 37201 875294 TUITION 611710 11246348 11246348 CAMP REVENUE 611710 1622555 1622555 AUXILIARY SERVICES 611710 392184 392184 13261087 597105 597105 18688 13324 5364 5364 5364 3766014 3396515 369499 369499 369499 75280 67706 25861 49419 49419 STUDENT BOOK 611710 57732 57732 YEARBOOK 611710 21117 21117 MISCELLANEOUS 611710 14068 14068 92917 15250685 13354004 0 1021387 1690943 1690943 473357 120770 286186 66401 5958576 4632004 1079382 247190 195413 138548 46313 10552 1107406 930401 150648 26357 413188 292950 97926 22312 66135 66135 59375 47500 11875 40814 40814 259554 259554 452311 292956 159355 125465 100372 25093 363118 326806 36312 93661 93661 77377 77377 221046 198941 22105 873712 786341 87371 181826 181826 FOOD/FOOD SERVICE 516123 516123 SUMMER ADVENTURE 459712 459712 MARKETING 174319 174319 DEVELOPMENT EXPENSES 130414 130414 621082 574609 46473 14554927 11721394 2330307 503226 4080199 4140022 275387 112512 88722 27786 50000 1238944 1210035 34876270 11470910 23829514 23405360 11390135 11819482 2403493 3833392 7538 20806 43363932 44569395 365652 285077 5077036 4740947 8342000 8090000 82184 82606 13866872 13198630 X 25178527 26641039 604682 961749 3713851 3767977 29497060 31370765 43363932 44569395 695758 1177947 0 X 0 1 X 1 0 X 1088529 750749 877012 1290450 875294 4882034 1088529 750749 877012 1290450 875294 4882034 307299 4574735 484704 352145 403125 430599 597105 2267678 5362 32724 52920 48853 54783 194642 7344354 64431729 0.62290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13752457 174950 2137407 473000 15591814 12172198 517141 1385593 322475 13752457 11241571 722535 734942 526850 12172198 9982963 516955 1493081 751428 11241571 8709139 1101073 839339 666588 9982963 0.71000 0.24000 0.05000 0 0 6590000 6590000 16629087 5044610 11584477 7535425 2995432 4539993 4121758 3430868 690890 23405360 ALTERNATIVE INVESTMENTS 3833392 F 3833392 GIFT ANNUITY LIABILITY 61064 CUSTODIAL LIABILITIES 21542 82606 14399436 1177947 -2068381 -890434 15289870 -39185 -39185 15250685 12525731 39185 39185 12486546 2068381 2068381 14554927 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR A VARIETY OF PURPOSES AS DESIGNATED BY THE DONORS; OR IN THE ABSENCE OF SUCH DESIGNATION, AT THE DISCRETION OF THE BOARD OF TRUSTEES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE -2,068,381. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -25,861. RENTAL EXPENSE -13,324. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 25,861. RENTAL EXPENSE 13,324. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 2,068,381. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL APPLICANTS ARE GIVEN AN APPLICATION WHICH FULLY DESCRIBES THE SCHOOL'S NONDISCRIMINATION POLICY. FURTHERMORE, THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY IN THE LIFE PUBLICATIONS WHICH ARE CIRCULATED THROUGHOUT 12 AREA TOWNS ACROSS THE REGION. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1006609 0 0 0 0 0 0 1006609 0 1006609 1 0 0 0 0 0 CELEBRATE RENBROOK 142986 67706 75280 25861 142986 67706 75280 25861 25861 49419 1 FINANCIAL AID 80 1690943 FMV REDUCTION IN TUITION. PART I, LINE 2: NEED-BASED FINANCIAL AID IS PROVIDED VIA FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. X 1 0 X X X 0 0 0 0 0 0 0 0 1 0 ARMISTEAD CG WEBSTER HEAD OF SCHOOL 7/1/13-6/30/14 246621 0 0 0 0 0 8472 0 4943 0 260036 0 0 0 LINDA P KAPELNER CFO 144103 0 0 0 0 0 5754 0 640 0 150497 0 0 0 PART I, LINE 1A THE HOUSING ALLOWANCE IS INCLUDED IN THE TAXABLE WAGES OF THE HEAD OF SCHOOL. A STATE OF CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2012-08-22 8600000 REFINANCING OF SERIES A BONDS 0 0 0 A 8600000 8414625 170375 15000 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: STATE OF CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2012 X 9 20716 FMV X TRAVEL EXP. 2 16485 ESTIMATED VALUE 0 0 1 1 PART I, LINE 32B: THE SCHOOL UTILIZES AN AUCTIONEER FOR THE ANNUAL LIVE AUCTION AND THIRD PARTY FOR THE SALE OF STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990, EXCLUDING SCHEDULE B WAS PROVIDED TO THE EXECUTIVE COMMITTEE AND FINANCE COMMITTEE VIA E-MAIL PRIOR TO SUBMISSION TO THE IRS. FORM 990 EXCLUDING SCHEDULE B WAS MADE AVAILABLE TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THERE IS AN ANNUAL COMPLETION OF WRITTEN CONFLICT OF INTEREST STATEMENTS BY THE BOARD OF TRUSTEES AND KEY EMPLOYEES. THERE IS ALSO AN ANNUAL REVIEW OF DOCUMENTS BY SCHOOL MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE. IT IS WITHIN THE PARAMETERS OF THE SCHOOL'S OVERALL SALARY SYSTEM. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON WRITTEN REQUEST TO THE SCHOOL.