2013-11-14T13:44:12-06:00 2013-06-30 061386456 T M BYXBEE COMPANY PC PO BOX 187169 HAMDEN CT 06518 990 2012-07-01 060646647 THE FOOTE SCHOOL ASSOCIATION INCORPORATED FOOT 2037773464 50 LOOMIS PLACE NEW HAVEN CT 06511 WILLIAM J COX III 2037773464 2013-11-14 1 CHRIS NICKSE CPA P01325868 2032814933 2012 2016-02-24 21:20:13Z WILLIAM J COX III 50 LOOMIS PLACE NEW HAVEN CT 06511 14126246 0 X WWW.FOOTESCHOOL.ORG X 1916 CT TO PROVIDE EDUCATION OF A HIGH STANDARD OF EXCELLENCE TO PUPILS OF KINDERGARTEN THROUGH GRADE NINE. 21 21 214 50 0 0 1536210 1024627 10934690 11623338 196151 240811 0 0 12667051 12888776 1710454 1856286 0 0 7806798 8082843 0 0 479886 2115247 2468506 11632499 12407635 1034552 481141 31236340 32010731 3959880 3761518 27276460 28249213 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 9584152 1856286 10907228 ACADEMIC INSTRUCTION, ATHLETIC & STUDENT ACTIVITIES, OTHER SUPPORT FOR 495 STUDENTS 91192 120920 SUMMER SCHOOL PROGRAM 318339 595190 AFTER SCHOOL & VACATION PROGRAM 9993683 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 1 0 1 0 1 0 0 0 0 0 0 0 0 1 95 0 214 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 40.00 X X 210989 0 14996 MELINDA AGSTEN 2.00 X X 0 0 0 CINDY LEFFELL 5.00 X X 0 0 0 JUDITH CHEVALIER 5.00 X X 0 0 0 RICHARD BERSHTEIN 5.00 X X 0 0 0 JANE SHIPP 2.00 X 0 0 0 DAVID MOORE 5.00 X X 0 0 0 GLEN LEVIN 5.00 X X 0 0 0 DAVID SOPER 2.00 X 0 0 0 JAMES FARNAM 2.00 X 0 0 0 ZEHRA PATWA 2.00 X 0 0 0 ROBERT SANDINE 2.00 X 0 0 0 ANNIE WARECK 2.00 X 0 0 0 JOANNE GOLDBLUM 2.00 X 0 0 0 NADINE KOOBATIAN 2.00 X 0 0 0 JAMES COLE 2.00 X 0 0 0 KIM BOHEN 2.00 X 0 0 0 GEORGE KNIGHT 2.00 X 0 0 0 BRUCE MANDELL 2.00 X 0 0 0 RICHARD LEE 2.00 X 0 0 0 YANYUN WU 2.00 X 0 0 0 KIRAN ZAMAN 2.00 X 0 0 0 WILLIAM J COX III 40.00 X 123684 0 8951 334673 0 23947 2 0 1 0 CHAPEL CONSTRUCTION OF NEW HAVEN INC 100 ASHMUN ST NEW HAVEN CT 06511 CONSTRUCTION 3511185 CCS INC 99 COMMERCE ST EAST HAVEN CT 06512 CONSTRUCTION 253061 LELAND TORRENCE ENTERPRISES INC 17 VERNON COURT WOODBRIDGE CT 06525 RESTORATION MAINTENANCE 228668 STAN-MAR BUILDING MAINT GROUP 434 GARFIELD AVE BRIDGEPORT CT 06606 JANATORIAL 133684 4 51608 973019 51608 1024627 TUITION AND FEES 611600 10886400 10886400 AFTER SCHOOL & VACATION PROGRAMS 611710 595190 595190 SUMMER PROGRAMS 611600 120920 120920 MISC INCOME & FEES 611710 20828 20828 11623338 228026 228026 1250255 1237470 12785 12785 12785 12888776 11623338 0 240811 1856286 1856286 383436 383436 5733822 4591201 903191 239430 346337 279354 51463 15520 1182986 1013494 143938 25554 436262 329814 88125 18323 2760 2760 38375 38375 44291 18050 26241 13256 13256 88684 39791 48893 70436 52828 10565 7043 550603 517567 27530 5506 110978 110978 75911 61391 8905 5615 9500 9500 636763 598557 31838 6368 54021 50780 2701 540 CURRICULAR ACTIVITIES & 444275 444275 OUTSIDE SERVICES 88144 62996 25148 PUBLICATIONS 74862 34772 40090 BAD DEBTS 47417 28850 18567 118230 6112 102085 10033 12407635 9993683 1934066 479886 1632902 1246404 1617545 1661348 1872625 925868 100479 63202 82691 125508 26596626 7009012 18387604 19587614 7542494 8400787 31236340 32010731 1195219 976478 2264661 2285040 500000 500000 3959880 3761518 X 22653518 23385449 1745510 1961489 2877432 2902275 27276460 28249213 31236340 32010731 481141 491612 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7646510 314883 745950 95705 171226 39601 8400811 7697407 175140 65937 95494 163462 33018 7646510 6662676 44585 1282458 95264 163630 33418 7697407 6266592 196696 496121 96535 166044 34154 6662676 7030082 87106 -561577 62335 193318 33366 6266592 0.47060 0.34540 0.18400 0 0 4136864 4136864 20087786 5445450 14642336 2371976 1563562 808414 19587614 11524102 491612 491612 11032490 1856286 1856286 12888776 10551349 0 10551349 1856286 1856286 12407635 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 1,856,286. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED VS REVENUE ON FINANCIAL STATEMENTS 1,856,286. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 DURING THE YEAR THE SCHOOL RECEIVED $51,608 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. 117 1856286 BOOK TUITION DISCOUNT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 210989 0 0 0 0 0 14612 0 384 0 225985 0 0 0 23000 NEED BASED FINANCIAL AID PETER COX BROTHER OF OFFICER OF THE SCHOOL 75313 COMPENSATION - PETER COX IS EMPLOYED BY THE SCHOOL AND IS PAID COMPENSATION PLUS BENEFITS. 0 LIBRARY BOOKS, SUPPLIES, X COMPUTERS, AND PROFESSIONAL DEVELOPMENT 1 51608 FAIR MARKET VALUES 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.