HAMDEN HALL SCHOOL INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
HAMDEN HALL SCHOOL INC (EIN 06-0662137)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-10
IRS object ID
201120419349300437
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-10T14:48:20-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEVITSKY & BERNEY P CBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 BRADLEY ROADAddressLine1
CityWOODBRIDGECity
StateCTState
ZIP Code06525ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN060662137EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HAMDEN HALL SCHOOL INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHAMDNameControl
Phone2037522650Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11108 WHITNEY AVENUEAddressLine1
CityHAMDENCity
StateCTState
ZIP Code06517ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHRISTINE FESTAName
TitleBUSINESS MANAGERTitle
Phone2037522650Phone
Date Signed2011-02-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone2033895371Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCHRISTINE FESTANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11108 WHITNEY AVENUEAddressLine1
CityHAMDENCity
StateCTState
ZIP Code06517ZIPCode
FieldValueIRS element (for citing)
Gross Receipts19290350GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.HAMDENHALL.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1973YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionEDUCATIONActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees275TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2050382ContributionsGrantsPriorYear
Contributions Grants Current Year2082138ContributionsGrantsCurrentYear
Program Service Revenue Prior Year14467892ProgramServiceRevenuePriorYear
Program Service Revenue CY14872495ProgramServiceRevenueCY
Investment Income Prior Year1570923InvestmentIncomePriorYear
Investment Income Current Year488878InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year18089197TotalRevenuePriorYear
Total Revenue Current Year17443511TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2430165GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2932632GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year8994269SalariesEtcPriorYear
Salaries Etc Current Year9293789SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year161015TotalFundrsngExpCurrentYear
Other Expense Prior Year4109757OtherExpensePriorYear
Other Expenses Current Year4831912OtherExpensesCurrentYear
Total Expenses Prior Year15534191TotalExpensesPriorYear
Total Expenses Current Year17058333TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2555006RevenuesLessExpensesPriorYear
Revenues Less Expenses CY385178RevenuesLessExpensesCY
Total Assets BOY38811359TotalAssetsBOY
Total Assets EOY40030091TotalAssetsEOY
Total Liabilities BOY21859167TotalLiabilitiesBOY
Total Liabilities EOY24510979TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY16952192NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY15519112NetAssetsOrFundBalancesEOY
Mission DescriptionTO CONDUCT, MAINTAIN, OPERATE AND MANAGE AN EDUCATIONAL INSTITUTION AND SCHOOL, TO EDUCATE AND ADVANCE THE EDUCATION OF GIRLS AND BOYS, YOUNG WOMEN AND YOUNG MEN AND TO STIMULATE IN THEM SOUND SCHOLARSHIP, LEARNING, PHYSICAL VIGOR AND UPRIGHTNESS OF CHARACTER BY SUCH METHODS AND UPON SUCH LIVES AS MAY SEEM EXPEDIENT.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense13451255Expense
Grants2932632Grants
Revenue14872495Revenue
DescriptionEDUCATION OF PRE-KINDERGARTEN THROUGH TWELFTH GRADE STUDENTS AND RELATED ACTIVITIES. THE TOTAL NUMBER OF STUDENTS WHICH ATTENDED THE SCHOOL IN FISCAL YEAR 2009 WAS 570.Description
Total Program Service Expense13451255TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109679NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees275NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CHRISTINE FESTABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2037522600TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11108 WHITNEY AVENUEAddressLine1
CityHAMDENCity
StateCTState
ZIP Code06517ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
JOHN EDWARDS
TRUSTEE EMERITUS0.50X000
JOYCE LUJIC
PRESIDENT1.00X000
DAVID RICCIO
TREASURER0.80X000
ALPHONSE IPPOLITO
SECRETARY0.50X000
KYLE BALLOU-JOHNS
TRUSTEE0.50X000
BARBARA DENATALE
TRUSTEE0.50X000
ANDREW ACQUARULO
TRUSTEE0.50X000
JOHN BEIRNE
TRUSTEE0.50X000
LEONARD FASANO
TRUSTEE0.50X000
MARSHAL GIBSON
TRUSTEE0.50X000
CARL PORTO SR
TRUSTEE0.50X000
TERRANCE P SWAIN
VICE PRESIDENT0.50X000
SPENCER TAYLOR
TRUSTEE0.50X000
DIANE WISHNAFSKI
TRUSTEE0.50X000
SUSAN LEWIN
TRUSTEE0.50X000
ROBERT MASSEY
TRUSTEE0.50X000
JORDAN HADELMAN
TRUSTEE0.50X000
WAYNE MARTINO
TRUSTEE0.50X000
DAVID SWENSON
TRUSTEE0.50X000
ROBERT J IZZO
HEAD OF SCHOOL75.00212506019737X
CHRISTINE FESTA
BUSINESS MGR55.00118084013128X
ROBERT SCHROEDER
DIRECTOR OF UPPER & MIDD40.00108489012456X
FieldValueIRS element (for citing)
Total Reportable Comp From Org439079TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation45321TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
STANMAR INC
321 COMMONWEALTH ROADWAYLANDMA01778DESIGN & CONSTRUCTION184067
ADVANTAGE MAINTENANCE INC
15 LUNAR DRIVEWOODBRIDGECT06525JANITORIAL SERVICES151857
B & B TRANSPORTATION
22 OLD AMITY ROADBETHANYCT06524STUDENT TRANSPORTATION133169
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
All Other Contributions2082138AllOtherContributions
Noncash Contributions26442NoncashContributions
Total Contributions2082138TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionSTUDENT PROGRAM INCOMEDescription
Business Code611600BusinessCode
Total Revenue Column14872495TotalRevenueColumn
Related Or Exempt Function Income14872495RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue14872495TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column237904TotalRevenueColumn
Exclusion$237,904ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2097813Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1846839Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities250974Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column250974TotalRevenueColumn
Related Or Exempt Function Income250974RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column17443511TotalRevenueColumn
Related Or Exempt Function Income15123469RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$237,904ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total2932632Total
Program Services2932632ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total330590Total
Management And General330590ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total7276868Total
Program Services5638646ProgramServices
Management And General1638222ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total442932Total
Program Services314964ProgramServices
Management And General127968ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total694301Total
Program Services513156ProgramServices
Management And General181145ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total549098Total
Program Services409728ProgramServices
Management And General139370ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total28513Total
Management And General28513ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total7453Total
Management And General7453ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total53647Total
Program Services20825ProgramServices
Fundraising32822Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total69487Total
Program Services61845ProgramServices
Fundraising7642Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total793982Total
Program Services444798ProgramServices
Management And General349184ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total32671Total
Program Services32441ProgramServices
Fundraising230Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total209763Total
Program Services157322ProgramServices
Management And General52441ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total830426Total
Program Services612735ProgramServices
Management And General217691ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
BONDED DEBT INTEREST EX674011674011
MISCELLANEOUS OTHER582886268935198819115132
STUDENT ACTIVITIES526996526996
STUDENT TRANSPORTATION276420276420
SUPPLIES216015176459343675189

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total529642Total
Program Services389342ProgramServices
Management And General140300ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total17058333Total
Program Services13451255ProgramServices
Management And General3446063ManagementAndGeneral
Fundraising161015Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY350BOY
EOY350EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY7944909BOY
EOY4218024EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2084695BOY
EOY2867218EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY343403BOY
EOY542923EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY27223BOY
EOY22168EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY163366BOY
EOY274587EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis32895955LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec7620238LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY20778185BOY
EOY25275717EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY6307403BOY
EOY5997598EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1161825BOY
EOY831506EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY38811359BOY
EOY40030091EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY818026BOY
EOY901314EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2659691BOY
EOY3134898EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY18235000BOY
EOY18235000EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY146450BOY
EOY121975EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY2117792EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY21859167BOY
EOY24510979EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY15126361BOY
EOY12866024EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1421643BOY
EOY2248900EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY404188BOY
EOY404188EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY16952192BOY
EOY15519112EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY38811359BOY
EOY40030091EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance7406571BeginningOfYearBalance
Contributions1475Contributions
Other Expenditures133391OtherExpenditures
End Of Year Balance7274655EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance8470110BeginningOfYearBalance
Contributions818852Contributions
Other Expenditures1882391OtherExpenditures
End Of Year Balance7406571EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.94440BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.05560PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis3480000InvestmentCostOrOtherBasis
Book Value3480000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis16039359InvestmentCostOrOtherBasis
Depreciation2014405Depreciation
Book Value14024954BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis11223713InvestmentCostOrOtherBasis
Depreciation3876187Depreciation
Book Value7347526BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis2152883InvestmentCostOrOtherBasis
Depreciation1729646Depreciation
Book Value423237BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings25275717TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
Book Value5997598BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities5997598TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionOBLIGATION UNDER INTEREST RATE SWAPDescription
Amount$2,117,792Amount
FieldValueIRS element (for citing)
Total Of Amounts2117792TotalOfAmounts
Total Revenue17443511TotalRevenue
Total Expenses17058333TotalExpenses
Excess Or Deficit For Year385178ExcessOrDeficitForYear
Net Unrealized GL On Investments299534NetUnrealizedGLOnInvestments
Other-$2,117,792OtherAmount
Total Adjustments-1818258TotalAdjustments
Excess Or Deficit Per FS-1433080ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt17743045TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments299534NetUnrealizedGainsInvestments
Revenue Not Rptd F990299534RevenueNotRptdF990
Revenue Subtotal17443511RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99017443511TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt18012604TotExpensesEtcAuditedFinclStmt
Other Expenses Included954271OtherExpensesIncluded
Expenses Not Rptd F990954271ExpensesNotRptdF990
Expenses Subtotal17058333ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99017058333TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part V, Line 4:Description of Intended Use of Endowment Funds:THE SCHOOL USES ITS ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAM SUPPORTED BY ITS ENDOWMENT FUNDS.
Part XI, Line 8 - Other Adjustments:PRIOR YEAR END BALANCE OF LIABILITY UNDER INTEREST RATE SWAP: -1163521. CURRENT YEAR UNREALIZED LOSS ON INTEREST RATE SWAP: -954271.
Part XIII, Line 2d - Other Adjustments:CURRENT YEAR UNREALIZED LOSS ON INTEREST RATE SWAP: 954271.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnLEGAL NOTICE IN NEWSPAPERPubViaBroadcastMediaExpln
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received0GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantFINANCIAL AID SCHOLARSHIPSTypeOfGrant
Number Of Recipients188NumberOfRecipients
Amount Of Cash Grant1997025AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: FINANCIAL AID SCHOLARSHIPS PROVIDED TO STUDENTS IS BASED ON FINANCIAL AID APPLICATION COMPLETED BY FAMILY OF STUDENT, AMOUNT OF SCHOLARSHIP IS CALCULATED BASED ON INCOME, ASSETS OF FAMILY.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ROBERT J IZZOBusinessNameLine1
FieldValueIRS element (for citing)
Base Compensation Filing Org212506BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org19737NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org232243TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePart I, Line 1aReturnReference
ExplanationTHE HEAD OF SCHOOL RECEIVES USE OF A PERSONAL RESIDENCE IN ACCORDANCE WITH THE TERMS OF HIS EMPLOYMENT CONTRACT AGREEMENT.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITYBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN060806186IssuerEIN
CUSIP Number20774UG90CUSIPNumber
Date Issued2008-07-31DateIssued
Issue Price18235000IssuePrice
Description Of PurposeTO DESIGN AND BUILD ON ATHLETIC CENTER AND TO RETIRE A BANK LOAN USED TODescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer0OnBehalfOfIssuer

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Total Proceeds18235000TotalProceeds
Capital Expenditures17810808CapitalExpenditures
Year Of Subst Completion2009YearOfSubstCompletion
Current Refunding0CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made0FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T Filed0Form8038TFiled
Variable Rate Issue1VariableRateIssue
Hedge Identified In Books And Recds1HedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line1RBS CITIZENS NABusinessNameLine1
FieldValueIRS element (for citing)
Term Of Hedge30.000000000000TermOfHedge
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Exception To Rebate1ExceptionToRebate

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonTHERESA PORTONamePerson
FieldValueIRS element (for citing)
RelationshipEMPLOYEERelationship
Amount Of Transaction58600AmountOfTransaction
Description Of TransactionEMPLOYMENT WAGESDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99026442NoncashContribsRptdF990
Method Of Determining RevenuesFAIR VALUE ON GIFT DATEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11THE FORM 990 TAX RETURN IS REVIEWED BY THE SCHOOL'S BUSINESS MANAGER AND BY THE SCHOOL'S TREASURER PRIOR TO FILING.
Form 990, Part VI, Section B, line 12cTHE CONFLICT OF INTEREST POLICY IS CIRCULATED TO APPROPRIATE INDIVIDUALS ANNUALLY AND CONFLICTS DISCLOSED ARE MONITORED APPROPRIATELY.
Form 990, Part VI, Section B, line 15aTHE PRESIDENT OF THE BOARD OF TRUSTEES UTILIZES DATA FROM COMPARABLE SCHOOLS IN DETERMINING THE COMPENSATION OF THE HEAD OF SCHOOL. THE DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED.
Form 990, Part VI, Section C, line 18THE SCHOOL'S FORM 990 CAN BE FOUND ON GUIDE STAR WEBSITE, EXCLUDING SCHEDULE B.
Form 990, Part VI, Section C, line 19THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE BUSINESS MANAGER DURING NORMAL BUSINESS HOURS.
Form 990, Part VIIJOHN EDWARDS - 29 GOVERNORS ROAD, HILTON HEAD ISLAND, SC 29928. JOYCE LUJIC - 1177 RIDGE ROAD, NORTH HAVEN, CT 06473. DAVID RICCIO - 5 BUTTONWOOD DRIVE, BRANFORD, CT 06405. ALPHONSE IPPOLITO - 6 INDIAN WOODS ROAD, BRANFORD, CT 06405. KYLE BALLOU-JOHNS - 335 WEST WOODS ORAD, HAMDEN, CT 06518. BARBARA DENATALE - 11 WOODSIDE DRIVE, WOODBRIDGE, CT 06525. ANDREW ACQUARULO - 2 WOODMERE CIRCLE, NORTH HAVEN, CT 06473. JOHN BEIRNE - 640 LAMBERT ROAD, ORANGE, CT 06477. LEONARD FASANO - 7 SYCAMORE LANE, NORTH HAVEN, CT 06473. MARSHAL GIBSON - 265 CHURCH STREET , NEW HAVEN, CT 06510. CARL PORTO, SR. - 73 AUTUMN RIDGE ROAD, HAMDEN, CT 06514. TERRANCE P. SWAIN - 49 FENNBROOK DRIVE, HAMDEN, CT 06517. SPENCER TAYLOR - 15 TAUNTON LAKE ROAD, NEWTOWN, CT 06470. DIANE WISHNAFSKI - 195 CHURCH STREET, NEW HAVEN, CT 06510. SUSAN LEWIN - 221 MULBERRY LANE, ORANGE, CT 06477. ROBERT MASSEY - 253 PINE ORCHARD ROAD, BRANFORD, CT 06405. JORDAN HADELMAN - 1130 JACKSON AVENUE, RIVER FOREST, IL 60305. WAYNE MARTINO - 97 WEST MEADOW ROAD, HAMDEN, CT 06518. DAVID SWENSON - 325 MCKINLEY AVENUE, NEW HAVEN, CT 06515.Contact Addresses for Officers, Directors, Etc

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