2013-10-18T12:33:20-05:00 2013-06-30 221478099 COHNREZNICK LLP 180 GLASTONBURY BOULEVARD GLASTONBURY CT 06033 990 2012-07-01 237168186 CHASE COLLEGIATE SCHOOL INC CHAS 2032369500 565 CHASE PARKWAY WATERBURY CT 06708 MATTHEW PIECHOTA 2032369500 2013-10-18 1 JOHN TOSCANO CPA P00358542 8606333000 2012 2016-02-24 21:20:13Z MATTHEW PIECHOTA 565 CHASE PARKWAY WATERBURY CT 06708 17583038 0 X CHASECOLLEGIATE.ORG X 1865 CT CHASE COLLEGIATE SCHOOL IS A CO-EDUCATIONAL INDEPENDENT DAY SCHOOL FOR STUDENTS IN PRE-K THROUGH GRADE 12. 23 23 148 213 10120 0 1974818 848248 12620359 12720769 428607 603695 81057 95092 15104841 14267804 3477876 3782419 0 0 6882248 7476434 0 0 504810 3907187 3928870 14267311 15187723 837530 -919919 31143337 31227682 13458442 13600480 17684895 17627202 TO EDUCATE TOMORROW'S LEADERS AND INSPIRE IN EACH STUDENT A LIFE LONG PASSION FOR LEARNING, PERSONAL ACHIEVEMENT, AND CONTRIBUTION TO THE COMMUNITY. 0 0 12533871 3782419 12739393 CHASE COLLEGIATE SCHOOL IS A CO-EDUCATIONAL INDEPENDENT DAY SCHOOL FOR STUDENTS IN PRE-K THOURGH GRADE 12. THERE WERE 446 STUDENTS ENROLLED IN THE 2012-2013 SCHOOL YEAR. 12533871 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 43 0 1 148 1 1 1 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X MATTHEW R PIECHOTA CPA 2032369582 565 CHASE PARKWAY WATERBURY CT 067083394 JOHN S PRONOVOST 15.00 X X 0 0 0 MARGARET D SMITH 10.00 X X 0 0 0 DIANA E SMITH 10.00 X X 0 0 0 ROBERT MAZAIKA 10.00 X X 0 0 0 PETER ANDERSON 2.00 X 0 0 0 KEVIN BENNETT 2.00 X 0 0 0 ANNE BRIGLIA 2.00 X 0 0 0 TERRY BUSHKA 2.00 X 0 0 0 NANCY H CAMP 2.00 X 0 0 0 RICK ERRICHETTI 2.00 X 0 0 0 FERN Z FELDMAN 2.00 X 0 0 0 ROBERT W GARTHWAIT JR 2.00 X 0 0 0 DOUGLAS HARRISON 2.00 X 0 0 0 JANE PUNZELT HERFORT 2.00 X 0 0 0 ANN HODGMAN 2.00 X 0 0 0 DR STEVEN MINKLER 2.00 X 0 0 0 LISA MOISAN 2.00 X 0 0 0 PRISCILLA MULVANEY 2.00 X 0 0 0 KELLY MURDY 2.00 X 0 0 0 CARLOS RODRIGUES 2.00 X 0 0 0 JUDITH KELLOGG ROWLEY 2.00 X 0 0 0 DR MARCIA TEJEDA 2.00 X 0 0 0 HIRAM UPSON 2.00 X 0 0 0 JOHN D FIXX 40.00 X 309043 0 71119 MATTHEW PIECHOTA 45.00 X 14630 0 6747 323673 0 77866 1 0 1 0 BDE SPORTS TURF PO BOX 588 MONROE CT 06468 INSTALLATION ATHLETIC FIELDS 178230 ALL-STAR TRANSPORTATION 146 HUNTINDON AVE WATERBURY CT 06708 STUDENT TRANSPORTAION 172626 PREFERRED BLDG MAINTENANCE 40 SOUTH END PLAZA NEW MILFORD CT 06770 JANITORIAL & CLEANING SERVICES 141164 XINC 68 SOUTHFIELD RD STAMFORD CT 06902 MARKETING SERVICES 132283 VERDI CONSTRUCTION 16 TAYLOR AVE BETHEL CT 06801 CONSTRUCTION - SPORTS DUGOUTS 126444 5 42130 806118 67508 848248 TUITION AND FEES 611710 12513019 12513019 SUMMER PROGRAMS 611710 117486 117486 TRANSPORTATION INCOME 480000 32367 32367 OTHER ACTIVITIES 611710 30207 30207 EXTENDED DAY PROGRAM 611710 27690 27690 12720769 422595 422595 45648 0 45648 45648 45648 3407173 35500 3191573 70000 215600 -34500 181100 181100 59891 42130 39191 20700 20700 21332 14470 6862 6862 MISCELLANEOUS INCOME 611710 11762 11762 CATERING REVENUE 722320 10120 10120 21882 14267804 12739393 10120 670043 3782419 3782419 794782 108819 664199 21764 5054881 4667664 141296 245921 278857 261603 3312 13942 945660 670815 184686 90159 402254 358006 28158 16090 61307 61307 37432 37432 358887 194250 128394 36243 123196 30470 86953 5773 120546 32914 53745 33887 67220 16806 50414 451202 354955 96247 65200 47420 13065 4715 519300 389475 129825 795997 636798 159199 68463 54770 13693 AUXILIARY EXPENSE 406908 406908 KITCHEN COSTS 205479 205479 OTHER ADMINISTRATIVE 178704 13470 165127 107 OTHER INSTRUCTIONAL 147045 115938 28719 2388 321984 184892 103271 33821 15187723 12533871 2149042 504810 1635818 913400 1213492 1215101 1516576 1257170 389185 366239 11942 85628 88785 29382 38018 77516 54202 26258029 11694843 14473609 14563186 10928377 11984785 781812 746796 31143337 31227682 194042 142809 1733763 1689428 10651382 10423527 33878 879255 1310838 13458442 13600480 X 10331785 10145397 1841804 1798481 5511306 5683324 17684895 17627202 31143337 31227682 X -919919 847568 14658 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10928377 281836 1446184 122722 548890 11984785 11236126 393368 -166785 114366 419966 10928377 8823403 833554 2022596 125188 318239 11236126 7588132 524273 1035998 89432 235568 8823403 8250841 687447 -1033156 83014 233986 7588132 0.52500 0.37600 0.09900 0 0 1870000 1870000 17853329 7353376 10499953 3366883 2710023 656860 3167817 1631444 1536373 14563186 ACCRUED PAYROLL 508135 ACCRUED TAXES AND EXPENSES 762437 CUSTODIAL LIABILITIES 40266 1310838 X 11364417 847568 68319 915887 10448530 36855 3782419 3819274 14267804 11422110 53661 53661 11368449 36855 3782419 3819274 15187723 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT SUPPORTS GENERAL OPERATING EXPENSES INCLUDING TEACHER SALARIES, FINANCIAL AID, AND FACILITIES MAINTENANCE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2010 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 14,470. SPECIAL EVENTS EXPENSES 39,191. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 14,658. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,782,419. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 14,470. SPECIAL EVENTS EXPENSES 39,191. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,782,419. 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 SOME ADVERTISEMENTS IN NEWSPAPERS, MAGAZINES, THE SCHOOL NEWSPAPER AND HANDBOOK, ETC. HOLIDAY BAZAAR 22934 22934 1890 4788 GOLF TOURNAMENT 79087 42130 36957 5000 27513 102021 42130 59891 5000 1890 32301 39191 20700 1 FINANCIAL AID, SCHOLARSHIPS & DISCOUNTS 268 3782419 CASH VALUE REDUCED TUITION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS BASED ON THE REPORT OF FAMILY CONTRIBUTION (RFC) GENERATED BY SSS AND MEETS A PERCENTAGE OF NEED AS ESTIMATED IN THE RFC. X X X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 JOHN D FIXX 262241 0 32425 0 14377 0 17534 0 53585 0 380162 0 0 0 PART I, LINE 1A THE HEAD AND HEAD'S FAMILY RESIDE IN THE HEADMASTER'S RESIDENCE, LOCATED ON CAMPUS. THE HEAD'S OCCUPATION OF THIS RESIDENCE IS A CONDITION OF HIS EMPLOYMENT BY THE SCHOOL AND IS FOR THE CONVENIENCE OF THE SCHOOL. PART I, LINE 4B JOHN D. FIXX; 457(F) DEFERRED COMPENSATION PLAN; BALANCE OF $33,740 FULLY DISTRIBUTED AFTER DECEMBER 31, 2012 BUT BEFORE JUNE 30, 2013. A CONNECTICUT HEALTH AND EDUCATION 20774UMC6 2007-06-07 11295658 CONSTRUCTION AND DEBT RETIREMENT 0 0 0 A 11295658 720540 363623 7843644 2008 0 0 1 1 A 0 0 1 1 0 0 0 0 A 0 0 0 0 0 0 0 0 1 VARIOUS FINANCIAL AID LIZA FIXX WIFE OF HEADMASTER 69388 COMPENSATION AND BENEFITS AS 3RD GRADE TEACHER AT THE SCHOOL. CONSISTENT WITH SCHOOL POLICY AND WITH OTHER FULL-TIME EMPLOYEES WHO HAVE CHILDREN IN THE SCHOOL, SHE RECEIVED NON-TAXABLE TUITION REMISSION WITH A VALUE OF $15,500 DURING THE SCHOOL YEAR, WHICH IS INCLUDED IN THE REPORTED TRANSACTION AMOUNT. 0 X 8 26171 FMV X OTHER 11 2953 COST X LANDSCAPING 1 2450 DONOR VALUE X FURNISHINGS 3 10105 DONOR VALUE X BUILDING SUPPLIES 1 25829 DONOR VALUE 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE SCHOOL LIQUIDATES ALL STOCK GIFTS VIA AN ACCOUNT HELD BY A FINANCIAL INSTITUTION. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE SECRETARY AND THE TREASURER, WHO IS ALSO THE CHAIR OF THE FINANCE COMMITTEE. FORM 990 IS THEN MADE AVAILABLE TO THE FULL BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES A STATEMENT TO BE SIGNED ANNUALLY BY ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY A HEAD EVALUATION, SUPPORT AND COMPENSATION COMMITTEE. THE COMMITTEE HIRES OUTSIDE CONSULTANTS AND PERFORMS STUDIES TO RECOMMEND WHAT THE PROPER COMPENSATION FOR THE HEAD OF SCHOOL SHOULD BE TO REMAIN CONSISTENT WITHIN THE INDUSTRY. THE HEAD OF SCHOOL DETERMINES THE ADMINISTRATORS' COMPENSATION USING COMPARABILITY DATA FROM NAIS AND FROM COMPARABLE SCHOOLS LOCATED IN CONNECTICUT. THE HEAD THEN WORKS WITH THE BUSINESS MANAGER AND THE SUPERVISORY ADMINISTRATORS TO ASSIGN SALARIES FOR THE REMAINING EMPLOYEES OF THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 14,658. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.