2014-02-14T09:36:27-06:00 2013-06-30 060666222 Charles Heaven & Co 207-231 Bank St Waterbury CT 06702 990 2012-07-01 060646961 WESTOVER SCHOOL INC WEST 2037582423 1237 WHITTEMORE ROAD MIDDLEBURY CT 06762 STEVEN H LADD 2037582423 2014-02-14 Bart R Cutrali CPA P00178860 2037534101 2012 2015-11-30 17:44:51Z STEPHEN LADD 1237 WHITTEMORE ROAD MIDDLEBURY CT 06762 16230461 0 X www.westoverschool.org X 1909 CT The mission of Westover School is to provide an environment that inspires the intellectual, artist, athlete, and philosopher in each student. Westover challenges young women to think independently, to embrace diversity, and to grow intellectually and spiritually. Westover encourages in each student integrity, responsibility, and commitment to community. 24 24 121 100 0 0 5550777 3151479 8840902 8869913 1984574 4209069 0 0 16376253 16230461 2874794 2849254 0 0 5854696 5837111 0 0 992693 5311941 4730671 14041431 13417036 2334822 2813425 79584921 84373102 12953035 12595654 66631886 71777448 X The mission of Westover School is to provide an environment that inspires the intellectual, artist, athlete, and philosopher in each student. Westover challenges young women to think independently, to embrace diversity, and to grow intellectually and spiritually. Westover encourages in each student integrity, responsibility, and commitment to community 0 0 9660767 2849254 8869913 The program services rendered are those associated with college prep. institutions. These include, providing an enviroment suitable for the education, dormitory service, textbooks and supplies and athletic facilities including use of the facilities by other organizations for the same purposes. 9660767 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 50 0 121 0 1 1 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CT X STEPHEN LADD 2037582423 WHITTEMORE RD Middlebury CT 06762 HOLLY KENNEDY PASSANTINO 1.00 X 0 0 0 SARA BELCHER WARDELL 1.00 X 0 0 0 EDIE GLASSMEYER HIELMAN 1.00 X 0 0 0 JEFFREY R JAY MD 1.00 X 0 0 0 FREDERIC CLARKE 1.00 X 0 0 0 JOHN MAGERIA 1.00 X 0 0 0 MATTHEW M MEEHAN 1.00 X 0 0 0 BLAIR DANZOLL STAMBAUGH 1.00 X X 0 0 0 ELEONOR ACHESON 1.00 X X 0 0 0 ELIZABETH SMITH GOLDEN 1.00 X 0 0 0 LAURA WALLACE HOUGHTON 1.00 X 0 0 0 CASSANDRA WHITE SWEENEY 1.00 X 0 0 0 CHRISTINE MCINTOSH COFFIN 1.00 X 0 0 0 NANCY JOHNSON WEAVER 1.00 X 0 0 0 FRANCINE YOUNG 12.00 X X 0 0 0 HELEN ANGIER TRUMBULL 1.00 X 0 0 0 ANN POLLINA 40.00 X X 166732 0 15500 NANCY REIGHLEY CAVANAUGH 1.00 X 0 0 0 JUDITH LESAGE GRASSI 1.00 X 0 0 0 BARBARA SABIA 40.00 X 120985 0 0 STEPHEN LADD 40.00 X 125280 0 0 412997 0 15500 3 0 1 0 Aramark Corporation PO Box 198532 Atlanta GA 303848532 Food Services 742194 1 3151479 1117650 3151479 TUITION AND FEES 611110 8683162 8683162 186751 186751 8869913 1971030 1971030 1990692 247347 0 0 1990692 247347 2238039 2238039 16230461 11107952 0 1971030 2849254 2849254 4682724 2830273 1260543 591908 245850 140993 77528 27329 570683 385618 129471 55594 337854 210510 85004 42340 47822 47822 303422 303422 194563 172117 22446 21987 21987 231539 116793 72118 42628 518660 518660 97705 40145 57560 45821 3916 34803 7102 56054 56054 787646 787646 144813 144813 Food dining hall 742194 742194 Miscellaneous 361025 361025 Departmental Supplies a 274580 196384 68361 9835 Printing and Publicatio 135655 25048 55058 55549 767185 496403 190380 80402 13417036 9660767 2763576 992693 13715 421173 438712 5664069 3897919 90198 125000 575558 627775 48554 25782 36417 80961 35371357 12319416 23161897 23051941 45065499 54621226 3019334 1488507 1503786 79584921 84373102 2495493 2559369 1114959 1198143 8195000 7905000 30786 63692 1116797 869450 12953035 12595654 X 25576301 28725155 5575051 4368746 35480534 38683547 66631886 71777448 79584921 84373102 2813425 2332137 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48637166 3784420 5990437 3338789 55073234 46839491 4060594 -739612 1523307 48637166 38721495 2967704 7707715 2557423 46839491 34049934 1930642 4099576 1358657 38721495 43305283 570000 -7438723 2386626 34049934 0 0 29193440 9036080 20157360 3401909 2792006 609903 2776008 491330 2284678 23051941 Interest Rate Swap 869450 869450 18011829 2332137 2332137 15679692 303422 247347 550769 16230461 13113614 0 13113614 303422 303422 13417036 Description of Intended Use of Endowment Funds: Part V, Line 4: PROVIDE FUNDS FOR THE SCHOOLS OPERATIONS AND PROGRAMS INCLUDING FINANCIAL AID, FACULTY SUPPORT AND PLANT MAINTENANCE AND OTHER EXPENSES Part XI, Line 4b - Other Adjustments: Interest Rate Swap 247,347. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 SCHOLARSHIPS ARE BASED ON FINANCIAL NEED NEWSPAPER ADVERTISING 0 FINANCIAL AID AND SCHOLARSHIPS 101 2849254 TUITION RATES AND FEES SET BY THE SCHOOL X X 0 0 0 0 0 0 0 0 0 0 0 ANN POLLINA 166732 0 0 0 0 0 15500 0 0 0 182232 0 0 0 Part I, Line 1a THE SCHOOL PROVIDES HOUSING FOR THE HEAD OF THE SCHOOL SO THAT SHE MAY PERFORM HER DUTIES AND BE AVAILABLE FOR FUND RAISING AND OTHER SOCIAL ACTIVITIES ASSSOCIATED WITH A PRIVATE SECONDARY SCHOOL. PERSONAL SERVICES ARE PROVIDED FOR THE UPKEEP AND MAINTANCE OF THE RESIDENCE AND ITS GROUNDS. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 20774UNU5 2007-07-01 9180000 REFUNDING OF WESTOVER SCHOOL ISSUE SERIES A DATED NOVEMBER 1,2000 0 1 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 X 37 1117650 Quoted Market 0 0 0 Form 990, Part VI, Section B, line 11 FORM 990 IS REVIEWED BY THE BUSINESS MANAGER AND IS MADE AVAILABLE TO THE GOVERNING BOARD UPON REQUEST Form 990, Part VI, Section B, line 12c ANNUALLY THE TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY. FOLLOWUP TO INSURE COMPLIANCE IS DONE BY THE SCHOOL. Form 990, Part VI, Section B, line 15 THE SCHOOL HAS A COMPENSATION COMMITTEE THAT IS CHAIRED BY THE PRESIDENT OF THE BOARD OF TRUSTEE. THE COMMITTEE REVIEWS STATISTICAL DATA FROM THE NATIONAL ASSOCIATION FROM INDEPENDENT SCHOOLS AND SURVEYS OF CT INDEPENDENT SCHOOLS TO PREOVIDE COMPARATIVE DATA. IN DETERMINING COMPENSATION A PERFORMANCE REVIEW IS ALSO COMPLETED. THE RESULTS OF THE COMMITTEE ARE FORWARDED IN WRITING TO THE BUSINESS MANAGER AND A COPY IS MAINTAINED IN THE PERSONNEL FILE. Form 990, Part VI, Section C, line 19 UPON WRITTEN REQUEST THE SCHOOL WILL MAKE AVAILABLE DOCUMENTS THAT THE SCHOOL HAS. WESTOVER WATER INC 1237 WHITTEMORE RD MIDDLEBUY CT 06762 060988950 WATER UTILITY CT C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0