WESTOVER SCHOOL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WESTOVER SCHOOL INC (EIN 06-0646961)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-22
- IRS object ID
- 201210829349300606
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-22T08:45:20-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles Heaven & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207-231 Bank St | AddressLine1 |
| City | Waterbury | City |
| State | CT | State |
| ZIP Code | 06702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646961 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTOVER SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 2037582423 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1237 WHITTEMORE ROAD | AddressLine1 |
| City | MIDDLEBURY | City |
| State | CT | State |
| ZIP Code | 06762 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN H LADD | Name |
| Title | BUSINESS MANAGER | Title |
| Phone | 2037582423 | Phone |
| Date Signed | 2012-03-19 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bart R Cutrali CPA | Name |
| Phone | 2037534101 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN LADD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1237 WHITTEMORE ROAD | AddressLine1 |
| City | MIDDLEBURY | City |
| State | CT | State |
| ZIP Code | 06762 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30378286 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.westoverschool.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1909 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 129 | TotalNbrEmployees |
| Total Nbr Volunteers | 281 | TotalNbrVolunteers |
| Total Gross UBI | 179442 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -36307 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9319135 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4522337 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7938269 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8516298 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4902632 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3670351 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22160036 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16708986 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2681159 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2720258 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5262195 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5670419 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1084361 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5282004 | OtherExpensePriorYear |
| Other Expenses Current Year | 4761408 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13225358 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13152085 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8934678 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3556901 | RevenuesLessExpensesCY |
| Total Assets BOY | 72081053 | TotalAssetsBOY |
| Total Assets EOY | 79226444 | TotalAssetsEOY |
| Total Liabilities BOY | 15095005 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14320074 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56986048 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64906370 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9395755 | Expense |
| Revenue | 8295266 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 9395755 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 46 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 129 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN LADD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2037582423 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WHITTEMORE RD | AddressLine1 |
| City | Middlebury | City |
| State | CT | State |
| ZIP Code | 06762 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| HOLLY KENNEDY PASSANTINO | ||||||||
| SECRETARY | X | 0 | 0 | 0 | ||||
| BARBARA SABIA | ||||||||
| DIRECTOR OF DEVELOPMENT | X | 134566 | 0 | 20000 | 40.00 | X | ||
| SARA BELCHER WARDELL | ||||||||
| VICE PRESIDENT | X | 0 | 0 | 0 | ||||
| EDIE GLASSMEYER HIELMAN | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| JEFFREY R JAY MD | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| FREDERIC CLARKE | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| MUFFIE CLEMENT GREEN | ||||||||
| VICE PRESIDENT | X | 0 | 0 | 0 | X | |||
| JOHN MAGERIA | ||||||||
| TREASURER | X | 0 | 0 | 0 | X | |||
| MATTHEW M MEEHAN | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| LOUISA JONES PALMER | ||||||||
| PRESIDENT | X | 0 | 0 | 0 | X | |||
| BLAIR STAMBAUGH | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| KAREN PHILLIPS | ||||||||
| VICE PRESIDENT | X | 0 | 0 | 0 | X | |||
| MARY MAIER WALKER | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| ELEONOR ACHESON | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| MARY DUNCAN | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| ELISABETH GOLDEN | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| LAURA WALLACE HOUGHTON | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| STEPHEN CLARK | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| CASSANDRA WHITE SWEENEY | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| CHRISTINE MCINTOSH COFFIN | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| NANCY JOHNSON WEAVER | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| KATRINA WAGNER | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| FRANCENE YOUNG | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| ANITA MONTGOMERY | ||||||||
| LIFETIME TRUSTEE | X | 0 | 0 | 0 | ||||
| HELEN TRUMBULL | ||||||||
| LIFETIME TRUSTEE | X | 0 | 0 | 0 | ||||
| ANTOINETTE HAMNER | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| ANN POLLINA | ||||||||
| HEAD OF SCHOOL | 199718 | 0 | 21600 | 40.00 | X | |||
| STEPHEN LADD | ||||||||
| BUSINESS MANAGER | 125724 | 0 | 0 | 40.00 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 460008 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 41600 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aramark Corporation | |||||
| PO Box 198532 | Atlanta | GA | 303848532 | Food Services | 970187 |
| MJ Fahy & Sons | |||||
| 20 Judd Street | Waterbury | CT | 06702 | Plumbing Services | 194211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 4522337 | AllOtherContributions |
| Total Contributions | 4522337 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611110 | BusinessCode |
| Total Revenue Column | 8295266 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8295266 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221032 | TotalRevenueColumn |
| Unrelated Business Revenue | 179442 | UnrelatedBusinessRevenue |
| Exclusion | $41,590 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8516298 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1030943 | TotalRevenueColumn |
| Exclusion | $1,030,943 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16308708 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13669300 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2639408 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2639408 | TotalRevenueColumn |
| Exclusion | $2,639,408 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16708986 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8295266 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 179442 | UnrelatedBusinessRevenue |
| Exclusion | $3,711,941 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2720258 | Total |
| Program Services | 2720258 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4569031 | Total |
| Program Services | 2711882 | ProgramServices |
| Management And General | 1251303 | ManagementAndGeneral |
| Fundraising | 605846 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244274 | Total |
| Program Services | 154636 | ProgramServices |
| Management And General | 67654 | ManagementAndGeneral |
| Fundraising | 21984 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509922 | Total |
| Program Services | 325231 | ProgramServices |
| Management And General | 128084 | ManagementAndGeneral |
| Fundraising | 56607 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347192 | Total |
| Program Services | 205781 | ProgramServices |
| Management And General | 77751 | ManagementAndGeneral |
| Fundraising | 63660 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13040 | Total |
| Management And General | 13040 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34500 | Total |
| Management And General | 34500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270594 | Total |
| Program Services | 404 | ProgramServices |
| Management And General | 270190 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227721 | Total |
| Program Services | 150553 | ProgramServices |
| Management And General | 25810 | ManagementAndGeneral |
| Fundraising | 51358 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51318 | Total |
| Program Services | 3982 | ProgramServices |
| Management And General | 45961 | ManagementAndGeneral |
| Fundraising | 1375 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132113 | Total |
| Program Services | 39191 | ProgramServices |
| Management And General | 45120 | ManagementAndGeneral |
| Fundraising | 47802 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122291 | Total |
| Program Services | 67307 | ProgramServices |
| Management And General | 18283 | ManagementAndGeneral |
| Fundraising | 36701 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688500 | Total |
| Program Services | 670342 | ProgramServices |
| Management And General | 18158 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109781 | Total |
| Program Services | 45552 | ProgramServices |
| Management And General | 44168 | ManagementAndGeneral |
| Fundraising | 20061 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337960 | Total |
| Management And General | 337960 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 765837 | Total |
| Program Services | 765837 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121440 | Total |
| Program Services | 121440 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food dining hall | 821327 | 821327 | ||
| Departmental Supplies a | 356569 | 351919 | 4650 | |
| Printing and Publicatio | 166037 | 33792 | 37882 | 94363 |
| Special events | 145700 | 60108 | 14450 | 71142 |
| Annuity payments | 120448 | 120448 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276232 | Total |
| Program Services | 146213 | ProgramServices |
| Management And General | 116557 | ManagementAndGeneral |
| Fundraising | 13462 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13152085 | Total |
| Program Services | 9395755 | ProgramServices |
| Management And General | 2671969 | ManagementAndGeneral |
| Fundraising | 1084361 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134333 | BOY |
| EOY | 10498 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403658 | BOY |
| EOY | 354179 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7836916 | BOY |
| EOY | 6476584 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125681 | BOY |
| EOY | 261567 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 508856 | BOY |
| EOY | 588218 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54331 | BOY |
| EOY | 46298 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29463 | BOY |
| EOY | 28581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34455415 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10801182 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23328175 | BOY |
| EOY | 23654233 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33878930 | BOY |
| EOY | 41452411 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4842564 | BOY |
| EOY | 5387080 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 938146 | BOY |
| EOY | 966795 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72081053 | BOY |
| EOY | 79226444 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2370875 | BOY |
| EOY | 1754002 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1085243 | BOY |
| EOY | 1309401 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8735000 | BOY |
| EOY | 8470000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223131 | BOY |
| EOY | 123126 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2680756 | BOY |
| EOY | 2663545 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15095005 | BOY |
| EOY | 14320074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20330396 | BOY |
| EOY | 27293263 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9063536 | BOY |
| EOY | 7039583 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27592116 | BOY |
| EOY | 30573524 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56986048 | BOY |
| EOY | 64906370 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72081053 | BOY |
| EOY | 79226444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3556901 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4363421 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38721495 | BeginningOfYearBalance |
| Contributions | 2967704 | Contributions |
| Investment Earnings Or Losses | 7707715 | InvestmentEarningsOrLosses |
| Other Expenditures | 2557423 | OtherExpenditures |
| End Of Year Balance | 46839491 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34049934 | BeginningOfYearBalance |
| Contributions | 1930642 | Contributions |
| Investment Earnings Or Losses | 4099576 | InvestmentEarningsOrLosses |
| Other Expenditures | 1358657 | OtherExpenditures |
| End Of Year Balance | 38721495 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43305283 | BeginningOfYearBalance |
| Contributions | 570000 | Contributions |
| Investment Earnings Or Losses | -7438723 | InvestmentEarningsOrLosses |
| Other Expenditures | 2386626 | OtherExpenditures |
| End Of Year Balance | 34049934 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28552888 | OtherCostOrOtherBasis |
| Depreciation | 7919446 | Depreciation |
| Book Value | 20633442 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3148627 | OtherCostOrOtherBasis |
| Depreciation | 2522964 | Depreciation |
| Book Value | 625663 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2753900 | OtherCostOrOtherBasis |
| Depreciation | 358772 | Depreciation |
| Book Value | 2395128 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23654233 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON FUND HEDGE | 1486929 | F |
| COMMON FUND GLOBAL HEDGE | 1277333 | F |
| COMMON FUND COMMODITIES | 830038 | F |
| COMMON FUND DISTRESSED DEBT | 608422 | F |
| COMMON FUND NATURAL RESOURCES V | 890917 | F |
| COMMON FUND NATURAL RESOURCES VIII | 293441 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5387080 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Interest Rate Swap | $863,545 |
| Obligation for investment commitment | $1,800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2663545 | TotalOfAmounts |
| Total Revenue | 16708986 | TotalRevenue |
| Total Expenses | 13152085 | TotalExpenses |
| Excess Or Deficit For Year | 3556901 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4331506 | NetUnrealizedGLOnInvestments |
| Other | $31,915 | OtherAmount |
| Total Adjustments | 4363421 | TotalAdjustments |
| Excess Or Deficit Per FS | 7920322 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20670158 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4331506 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4331506 | RevenueNotRptdF990 |
| Revenue Subtotal | 16338652 | RevenueSubtotal |
| Investment Expenses Not Included | 270190 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 100144 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 370334 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16708986 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12767047 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 17211 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 17211 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12749836 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 270190 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 132059 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 402249 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13152085 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 XII, Line 4b - Other Adjustments: | Summer Programs 100,144. | |
| Part XIII, Line 2d - Other Adjustments: | Interest Rate Swap 17,211. | |
| Part XIII, Line 4b - Other Adjustments: | Summer Programs 132,059. | |
| THE ADJUSTMENT IS FOR REALIZED LOSSES ON THE SALE OF SECURITIES. THE ADJUSTMENT IS ON UNREALIZED LOSSES ON SECURITIES. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Nondiscriminatory Policy Publication | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | SCHOLARSHIPS ARE BASED ON FINANCIAL NEED NEWSPAPER ADVERTISING | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID AND SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 209 | NumberOfRecipients |
| Amount Of Cash Grant | 2720257 | AmountOfCashGrant |
| Method Of Valuation | TUITION RATES AND FEES SET BY THE SCHOOL | MethodOfValuation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA SABIA | |||||||||||||
| 134566 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20000 | 0 | 154566 | 0 | 0 | 0 |
| ANN POLLINA | |||||||||||||
| 199718 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21600 | 0 | 221318 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 20774UNU5 | CUSIPNumber |
| Date Issued | 2007-07-01 | DateIssued |
| Issue Price | 9180000 | IssuePrice |
| Description Of Purpose | REFUNDING OF WESTOVER SCHOOL ISSUE SERIES A DATED NOVEMBER 1,2000 | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 39 | NumberOfContributions |
| Method Of Determining Revenues | Quoted Market | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 | |
| 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 12c | |
| 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 B, line 15 | |
| UPON WRITTEN REQUEST THE SCHOOL WILL MAKE AVAILABLE DOCUMENTS THAT THE SCHOOL HAS. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 4,331,506. Summer Programs 31,915. Total to Form 990, Part XI, Line 5: 4,363,421. | Form 990, Part XI, line 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTOVER WATER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1237 WHITTEMORE RD | AddressLine1 |
| City | MIDDLEBUY | City |
| State | CT | State |
| ZIP Code | 06762 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060988950 | EIN |
| Primary Activity | WATER UTILITY | PrimaryActivity |
| Legal Domicile State | CT | LegalDomicileState |
| Type Of Entity | C | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |