2014-11-06T16:23:42-06:00 2014-06-30 061386456 T M BYXBEE COMPANY PC PO BOX 187169 HAMDEN CT 06518 990 2013-07-01 060646647 THE FOOTE SCHOOL ASSOCIATION INCORPORATED FOOT 2037773464 50 LOOMIS PLACE NEW HAVEN CT 06511 WILLIAM J COX III BUSINESS MANAGER 2037773464 2014-11-06 1 CHRIS NICKSE CPA P01325868 2032814933 2013 2015-11-30 17:44:51Z WILLIAM J COX III 50 LOOMIS PLACE NEW HAVEN CT 06511 14178767 0 X WWW.FOOTESCHOOL.ORG X 1916 CT TO PROVIDE EDUCATION OF A HIGH STANDARD OF EXCELLENCE TO PUPILS OF KINDERGARTEN THROUGH GRADE NINE. 22 22 211 50 0 0 1024627 899138 11623338 12032168 240811 339541 0 0 12888776 13270847 1856286 1757849 0 0 8082843 8537321 0 0 544281 2468506 2736927 12407635 13032097 481141 238750 32010731 32573436 3761518 3182452 28249213 29390984 X SINCE ITS FOUNDING IN 1916, FOOTE'S MOTTO HAS REFLECTED ITS IDEALS: "GLADLY WILL I LEARN AND GLADLY TEACH." ABOVE ALL, WE NURTURE A LIFELONG LOVE OF LEARNING AND TEACHING IN OUR STUDENTS AND FACULTY. COMMITTED TO EXCELLENCE, TEACHERS LEAD CHILDREN TO QUESTION, TO DISCOVER CONNECTIONS, TO THINK INDEPENDENTLY, AND TO LEARN BY DOING. OUR COMMUNITY IS INCLUSIVE; WE VALUE DIFFERENCE AND CHALLENGE PREJUDICE. WE GIVE OUR STUDENTS THE SKILLS TO EXPLORE THE WORLDS COMPLEXITY WITH PLEASURE AND PURPOSE AND TO RESPECT THEMSELVES AND EACH OTHER. 0 0 10050208 1564418 11247189 ACADEMIC INSTRUCTION, ATHLETIC & STUDENT ACTIVITIES, OTHER SUPPORT FOR 494 STUDENTS 104073 24315 169199 SUMMER SCHOOL PROGRAM 302675 169116 615780 AFTER SCHOOL & VACATION PROGRAM 10456956 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 103 0 1 211 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2037773464 50 LOOMIS PLACE NEW HAVEN CT 06511 CAROL MAOZ HEAD OF SCHOOL 40.00 X X 235000 0 16584 CINDY LEFFELL VICE-PRESIDENT 5.00 X X 0 0 0 JUDITH CHEVALIER TREASURER 5.00 X X 0 0 0 RICHARD BERSHTEIN PRESIDENT 5.00 X X 0 0 0 JANE SHIPP DIRECTOR 2.00 X 0 0 0 GLEN LEVIN SECRETARY 5.00 X X 0 0 0 DAVID SOPER DIRECTOR 2.00 X 0 0 0 JAMES FARNAM DIRECTOR 2.00 X 0 0 0 ZEHRA PATWA VICE-PRESIDENT 5.00 X X 0 0 0 ANNIE WARECK DIRECTOR 2.00 X 0 0 0 CHRISTINA HERRICK PTC CO-PRESIDENT 2.00 X 0 0 0 JAMES COLE PTC CO-PRESIDENT 2.00 X 0 0 0 KIM BOHEN DIRECTOR 2.00 X 0 0 0 GEORGE KNIGHT DIRECTOR 2.00 X 0 0 0 BRUCE MANDELL DIRECTOR 2.00 X 0 0 0 RICHARD LEE VICE-PRESIDENT 5.00 X X 0 0 0 KIRAN ZAMAN DIRECTOR 2.00 X 0 0 0 ROBERT DANDINE DIRECTOR 2.00 X 0 0 0 CONSTANCE CLEMENT DIRECTOR 2.00 X 0 0 0 NADINE KOOBATIAN DIRECTOR 2.00 X 0 0 0 JENNIFER MILIKOWSKY DIRECTOR 2.00 X 0 0 0 STEPHEN MURPHY DIRECTOR 2.00 X 0 0 0 KATHY PRIEST DIRECTOR 2.00 X 0 0 0 WILLIAM J COX III BUSINESS MANAGER 40.00 X 138579 0 10164 373579 0 26748 2 0 1 0 0 41396 857742 86057 899138 TUITION AND FEES 611600 11228585 11228585 AFTER SCHOOL & VACATION PROGRAMS 611710 615780 615780 SUMMER PROGRAMS 611600 169199 169199 MISC INCOME & FEES 611710 18604 18604 12032168 230431 230431 1017030 907920 109110 109110 109110 13270847 12032168 0 339541 1757849 1757849 411718 411718 5941993 4738484 916572 286937 362197 291133 53596 17468 1373798 1126943 186972 59883 447615 335711 91761 20143 4546 4546 40175 40175 23311 13356 9511 444 19048 19048 67146 30793 36353 100552 75414 15083 10055 680554 639721 34027 6806 98661 98661 84537 68929 12490 3118 2400 2400 715400 672476 35770 7154 62200 58468 3110 622 CURRICULAR ACTIVITIES & 526789 526789 OUTSIDE SERVICES 73667 46247 27420 TELEPHONE 70881 2822 61004 7055 PUBLICATIONS 61669 23846 37823 105391 3953 97486 3952 13032097 10456956 2030860 544281 1246404 472824 1661348 1873447 925868 391667 63202 88351 125508 69374 27416714 7694278 19587614 19722436 8400787 9955337 32010731 32573436 976478 909005 2285040 2173447 500000 100000 3761518 3182452 X 23385449 23923096 1961489 2535547 2902275 2932341 28249213 29390984 32010731 32573436 238750 903021 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8400911 300566 1230465 87521 195789 33031 9615601 7646510 314883 745950 95705 171226 39501 8400911 7697407 175140 65937 95494 163462 33018 7646510 6662676 44585 1282458 95264 163630 33418 7697407 6266592 196696 496121 96535 166044 34154 6662676 0.49200 0.30400 0.20400 0 0 4136864 4136864 20691280 5918033 14773247 2588570 1776245 812325 19722436 12416019 903021 903021 11512998 1757849 1757849 13270847 11274248 0 11274248 1757849 1757849 13032097 PART V, LINE 4: TO SUPPORT THE SCHOOL'S GENERAL OPERATIONS, TO PROVIDE FINANCIAL AID TO STUDENTS, AND TO PROVIDE SUPPORT TO VARIOUS ACADEMIC PROGRAMS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED VS REVENUE ON FINANCIAL STATEMENTS 1,757,849. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED VS REVENUE ON FINANCIAL STATEMENTS 1,757,849. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 POLICY WAS NOT REQUIRED TO BE PUBLISHED IN THE NEWSPAPER OR BROADCAST MEDIA SINCE THE SCHOOL ASSERTS IT CUSTOMARILY DRAWS STUDENTS FROM ITS LOCAL COMMUNITY AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. POLICY IS POSTED ON THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 DURING THE YEAR THE SCHOOL RECEIVED $41,396 OF FINANCIAL ASSISTANCE UNDER TITLE 11A WHICH WAS PASSED THROUGH FROM THE CITY OF NEW HAVEN BOARD OF EDUCATION. 1 FINANCIAL AID FOR ACADEMIC INSTRUCTION, ATHLETIC & STUDENT ACTIVITIES, AS WELL AS OTHER SUPPORT FOR STUDENTS FOR THE REGULAR, AFTER, AND SUMMER SCHOOL SESSIONS. 107 1757849 BOOK TUITION DISCOUNT PART I, LINE 2: FINANCIAL AID GRANTED IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PURPOSE IS MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE GOVERNING BOARD DESIGNED TO INSURE THAT INDIVIDUALS RECEIVING FINANCIAL AID ARE ADEQUATELY INVESTIGATED TO INSURE THAT THEY ARE QUALIFYING RECIPIENTS. 1 X X X X 0 0 0 0 0 0 0 0 0 CAROL MAOZ HEAD OF SCHOOL 235000 0 0 0 0 0 16200 0 384 0 251584 0 0 0 PETER COX BROTHER OF OFFICER OF THE SCHOOL 81428 COMPENSATION - PETER COX IS EMPLOYED BY THE SCHOOL AND IS PAID COMPENSATION PLUS BENEFITS. 0 X 6 44661 FMV DATE OF DONATION X COMPUTERS, AN 1 41396 FAIR MARKET VALUES LIBRARY BOOKS 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANY PARENTS OR GUARDIANS OF THE PERSON OF A CHILD ENROLLED AND IN ATTENDANCE AT THE SCHOOL MANAGED OR OPERATED BY THE ASSOCIATION SHALL BE MEMBERS OF THE ASSOCIATION. MEMBERSHIP IN THE ASSOCIATION SHALL TERMINATE WHEN A MEMBER CEASES TO HAVE A CHILD ENROLLED IN AND ATTENDING SAID SCHOOL, PROVIDED THAT ANY MEMBER WHO IS SERVING AS DIRECTOR OF THE ASSOCIATION WHEN HE OR SHE CEASES TO HAVE A CHILD ENROLLED IN THE SCHOOL SHALL CONTINUE TO BE A MEMBER UNTIL THE EXPIRATION OF HIS OR HER TERM AS DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A UP TO TWENTY OF THE DIRECTORS SHALL BE ELECTED BY THE MEMBERS OF THE ASSOCIATION. AT LEAST TWO-THIRDS OF THESE DIRECTORS, WHO SHALL BE CALLED ELECTED DIRECTORS, SHALL BE MEMBERS OF THE ASSOCIATION. DIRECTORS WHO ARE NOT MEMBERS OF THE ASSOCIATION, IF ANY, SHALL BE INDIVIDUALS WHOSE KNOWLEDGE OR EXPERIENCE WITH EDUCATION, CHILDREN, INDEPENDENT SCHOOLS, OR OTHER SUBJECTS RELEVANT TO THE SCHOOL, WILL BENEFIT THE BOARD AND THE SCHOOL, OR WHOSE ACTIVE PARTICIPATION OTHERWISE WILL BROADEN AND STRENGTHEN THE BOARD AND CONTINUE THE SCHOOL'S WELL-BEING. ELECTED DIRECTORS SHALL SERVE FOUR YEAR TERMS, WHICH MAY BE STAGGERED SO THAT APPROXIMATELY ONE-FORTH OF THE ELECTED DIRECTORS HAVE TERMS THAT EXPIRE IN ANY GIVEN YEAR. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE THEN THE EXECUTIVE COMMITTEE. THE APPROVED FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE. THE CONFLICT OF INTEREST POLICY GETS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO SIGN A NEW CONFLICT OF INTEREST DISCLOSURE FORM. ALL FORMS ARE KEPT ON FILE AT THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD, ACTING AS A COMPENSATION COMMITTEE, IS AUTHORIZED TO EVALUATE AND DETERMINE COMPENSATION OF THE HEAD OF SCHOOL. ONLY INDEPENDENT EXECUTIVE COMMITTEE MEMBERS MAY PARTICIPATE IN THE PROCESS. PRIOR TO MAKING A DECISION AND REPORTING TO THE FULL BOARD, THE EXECUTIVE COMMITTEE WILL OBTAIN AND RELY UPON APPROPRIATE OBJECTIVE DATA AS TO COMPARABILITY. THE EXECUTIVE COMMITTEE CONTEMPORANEOUSLY SUBSTANTIATES ITS DELIBERATION AND DECISION IN MEETING MINUTES. THE BUSINESS MANAGER AND ALL OTHER EMPLOYEES AT THE SCHOOL ARE HIRED AND EVALUATED ANNUALLY BY THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE OFFICE OF THE SECRETARY OF STATE IN CONNECTICUT. NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC.