2025-05-12T13:47:37-05:00 2024-06-30 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2023-07-01 060646681 INDIAN MOUNTAIN SCHOOL INDI 8604350871 211 MOUNTAIN ROAD LAKEVILLE CT 06039 WILLIAM WAGNER CFO 8604350871 2025-05-12 1 1 ATHANASIOS PARTALAS P01529855 2032489341 2023 2025-03-06 01:10:19Z JODY REILLY SOJA 211 MOUNTAIN ROAD LAKEVILLE CT 06039 22975524 0 X WWW.INDIANMOUNTAIN.ORG X 1922 CT TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 24 24 135 0 0 0 4932801 2814489 14793831 17055025 791198 935004 0 0 20517830 20804518 2418425 2471538 0 0 9581852 10402510 0 0 1017484 4630513 5724976 16630790 18599024 3887040 2205494 42667804 52691776 11907280 18586713 30760524 34105063 TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 0 0 14166180 2471538 17055025 BASIC PROGRAM SERVICE ACTIVITIES INCLUDING SCHOOL AND EDUCATION PROGRAMS FOR APPROXIMATELY 248 STUDENTS IN GRADES 5-9, AND APPROXIMATELY 75 STUDENTS IN GRADES PK-4. THIS INCLUDES BOTH DAY AND BOARDING STUDENTS. 14166180 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 120 0 1 135 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X WILLIAM WAGNER CFO 8604350871 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 CHRISTOPHER SANGER PRESIDENT 1.00 X X 0 0 0 JUSTIN ROYCE VICE PRESIDENT 1.00 X X 0 0 0 JAMIL SWATI TREASURER 1.00 X X 0 0 0 ANNA TRAGGIO SECRETARY 1.00 X X 0 0 0 LAWRENCE ALEXANDER TRUSTEE 1.00 X 0 0 0 MICHELE BROWNE TREASURER 1.00 X 0 0 0 ROBERT CASANOVA TRUSTEE 1.00 X 0 0 0 DEREK DENG TRUSTEE 1.00 X 0 0 0 DANIELLE DO TRUSTEE 1.00 X 0 0 0 LENOARD FONG TRUSTEE 1.00 X 0 0 0 CATHERINE GOUGE TRUSTEE 1.00 X 0 0 0 ALEXANDRA JARISLOWSKY TRUSTEE 1.00 X 0 0 0 LIMIN KONG TRUSTEE 1.00 X 0 0 0 HENRY LABALME TRUSTEE 1.00 X 0 0 0 HEEHYUN LEE TRUSTEE 1.00 X 0 0 0 JEFFREY LEE TRUSTEE 1.00 X 0 0 0 ESTHER MA TRUSTEE 1.00 X 0 0 0 PIETER MULDER TRUSTEE 1.00 X 0 0 0 DAVID NUZUM TRUSTEE 1.00 X 0 0 0 SAVANNAH STEVENSON TRUSTEE 1.00 X 0 0 0 CARY ULLMAN TRUSTEE 1.00 X 0 0 0 JASON VELEZ TRUSTEE 1.00 X 0 0 0 LARA VITIELLO TRUSTEE 1.00 X 0 0 0 MARK WINMILL TRUSTEE 1.00 X 0 0 0 JODY R SOJA HEAD OF SCHOOL 40.00 X 366596 0 170819 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 40.00 X 191018 0 42023 SARAH SMITH DIRECTOR OF ADVANCEMENT 40.00 X 163200 0 32373 CHARLES BROWN DIRECTOR OF ADMISSIONS 40.00 X 112200 0 85160 MELISSA PROPER CONTROLLER 40.00 X 126706 0 40454 JOHN SNELLING DIRECTOR OF TECHNOLOGY 40.00 X 101633 0 50184 1061353 0 421013 6 0 1 0 SAGE DINING SERVICES SUITE 100 1402 YORK ROAD LUTHERVILLE MD 21093 DINING/FOOD SERVICE 912641 JBR JANITORIAL SERVICES 105 BUSHNELL STREET APT 3 HARTFORD CT 061141879 JANITORIAL SERVICES 146700 2 2814489 78289 2814489 TUITION AND FEES 611110 16425633 16425633 OTHER SCHOOL PROGRAM FEES 611110 440190 440190 AUX SERVICES; BOOKSTORE 611110 189202 189202 17055025 450447 450447 2636563 19000 2171006 0 465557 19000 484557 484557 20804518 17055025 0 935004 1910988 1910988 560550 560550 715307 138079 439149 138079 6524827 4862928 1170448 491451 221058 140790 56278 23990 2428107 2098094 199102 130911 513211 361762 116919 34530 70909 70909 31843 3334 28202 307 2469104 1739899 576773 152432 253767 17023 236734 10 932309 886198 43265 2846 172750 71350 64186 37214 87251 58312 28816 123 121487 121487 862548 792681 65554 4313 255617 234912 19427 1278 PROFESSIONAL FEES 305994 56974 249020 BAD DEBTS 161397 161397 18599024 14166180 3415360 1017484 5423243 2985368 326842 9360572 2657222 2670681 576615 181299 116918 86196 191338 182903 41147168 19570803 10854240 21576365 12100139 13571265 10421247 2077127 42667804 52691776 1097293 1573818 3669777 4821039 5467843 10635537 997920 947283 674447 609036 11907280 18586713 X 21528757 22812835 9231767 11292228 30760524 34105063 42667804 52691776 2205494 1139045 0 X 0 1 X 1 0 X 2161603 4865363 2569871 4932801 2814489 17344127 2161603 4865363 2569871 4932801 2814489 17344127 1849735 15494392 192438 186406 192804 335733 450447 1357828 18701955 69636290 0.82850 0.81570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12141811 25500 1733356 387153 13513514 10936161 25500 1645291 465141 12141811 12744631 25500 -1442688 391282 10936161 10678846 25250 2454913 414378 12744631 10882915 3000 145738 352807 10678846 0.47220 0.19190 0.33590 0 0 1078934 1078934 35508156 15718949 19789207 4560078 3851854 708224 21576365 DEFERRED COMPENSATION 334775 LEASE LIABILITIES 274261 609036 19401116 1139045 1139045 18262071 70909 2471538 2542447 20804518 16056577 0 16056577 70909 2471538 2542447 18599024 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PAY FOR THE EXPENSES RELATED TO THE EDUCATIONAL PURPOSE OF THE ORGANIZATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 2,471,538. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 2,471,538. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISED IN LOCAL/REGIONAL NEWSPAPER ANNUALLY. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS REDUCTION OF TUITION CHARGED TO STUDENTS 164020 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS REDUCTION OF TUITION CHARGED TO STUDENTS 9500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS REDUCTION OF TUITION CHARGED TO STUDENTS 62000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS REDUCTION OF TUITION CHARGED TO STUDENTS 161010 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS REDUCTION OF TUITION CHARGED TO STUDENTS 164020 0 0 0 0 0 0 560550 0 560550 FINANCIAL AID TO STUDENTS CENTRAL AMERICA AND THE CARIBBEAN 2 164020 REDUCTION OF TUITION COST CHARGED TO STUDENTS FAIR MARKET VALUE FINANCIAL AID TO STUDENTS EAST ASIA AND THE PACIFIC 1 9500 REDUCTION OF TUITION COST CHARGED TO STUDENTS FAIR MARKET VALUE FINANCIAL AID TO STUDENTS EUROPE (INCLUDING ICELAND & GREENLAND) 1 62000 REDUCTION OF TUITION COST CHARGED TO STUDENTS FAIR MARKET VALUE FINANCIAL AID TO STUDENTS SOUTH AMERICA 2 161010 REDUCTION OF TUITION COST CHARGED TO STUDENTS FAIR MARKET VALUE FINANCIAL AID TO STUDENTS SUB-SAHARAN AFRICA 2 164020 REDUCTION OF TUITION COST CHARGED TO STUDENTS FAIR MARKET VALUE 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS A FINANCIAL AID COMMITTEE OF FOUR INDIVIDUALS, INCLUDING THE DIRECTOR OF ADMISSIONS, DIRECTOR OF FINANCIAL AID/SENIOR ASSOCIATE DIRECTOR OF ADMISSIONS, CHIEF FINANCIAL OFFICER AND ADMISSIONS ASSOCIATE. THE COMMITTEE REVIEWS ALL FINANCIAL AID APPLICATIONS ON AN ANNUAL BASIS TO DETERMINE AWARDS UTILIZING TAX RETURNS, SSS APPLICATIONS AND PARENT INTERVIEWS. FINANCIAL AID AWARDS ARE BASED ON NEED. 1 FINANCIAL AID TO STUDENTS 69 1910988 FAIR MARKET VALUE REDUCTION OF TUITION COST CHARGED TO STUDENT PART I, LINE 2: THE ORGANIZATION MAINTAINS A FINANCIAL AID COMMITTEE OF FOUR INDIVIDUALS, INCLUDING THE DIRECTOR OF ADMISSIONS, DIRECTOR OF FINANCIAL AID/SENIOR ASSOCIATE DIRECTOR OF ADMISSIONS, CHIEF FINANCIAL OFFICER AND ADMISSIONS ASSOCIATE. THE COMMITTEE REVIEWS ALL FINANCIAL AID APPLICATIONS ON AN ANNUAL BASIS TO DETERMINE AWARDS UTILIZING TAX RETURNS, SSS APPLICATIONS AND PARENT INTERVIEWS. FINANCIAL AID AWARDS ARE BASED ON NEED. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JODY R SOJA HEAD OF SCHOOL 343596 0 0 0 23000 0 20246 0 150573 0 537415 0 0 0 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 180018 0 0 0 11000 0 12354 0 29669 0 233041 0 0 0 CHARLES BROWN DIRECTOR OF ADMISSIONS 112200 0 0 0 0 0 5720 0 79440 0 197360 0 0 0 SARAH SMITH DIRECTOR OF ADVANCEMENT 153200 0 0 0 10000 0 8320 0 24053 0 195573 0 0 0 MELISSA PROPER CONTROLLER 126706 0 0 0 0 0 10483 0 29971 0 167160 0 0 0 JOHN SNELLING DIRECTOR OF TECHNOLOGY 101633 0 0 0 0 0 8902 0 41282 0 151817 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL AND HER FAMILY RESIDED, AS A CONDITION OF EMPLOYMENT, IN THE HEAD OF SCHOOL'S HOUSE AT 211 INDIAN MOUNTAIN ROAD, THE SCHOOL PROPERTY. PART I, LINE 3 PLEASE REFER TO THE SCHEDULE O SUPPLEMENTAL INFORMATION TO FORM 990, PART VI, LINE 15 EXPLANATION. A STATE OF CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2021-05-13 12000000 CAMPUS IMPROVEMENTS AND REFINANCE DEBT 0 0 0 A 11000000 42248 9120126 1837626 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE: SCHEDULE K, PART I, LINE A, COL E - ISSUE PRICE 12,000,000 SCHEDULE K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE - PROCEEDS ISSUED THROUGH FYE 6-30-24 11,000,000 X 12 78289 0 1 0 PART I, COLUMN (B): 12 IS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES ELECT THEIR OWN OFFICERS AND VOTE ON THE INDUCTION OF NEW TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A COPY OF THE COMPLETED FORM WILL BE REVIEWED BY THE HEAD OF SCHOOL AND THE FINANCE COMMITTEE (A SUB COMMITTEE OF THE BOARD OF TRUSTEES). ANY FEEDBACK WILL BE DISCUSSED AND REVIEWED WITH THE PREPARERS, AND THE FINAL FORM 990 WILL BE FILED. SUBSEQUENTLY, THE CFO WILL DISTRIBUTE A COPY OF THE COMPLETED FILING TO THE ENTIRE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES CIRCULATES ITS CONFLICT OF INTEREST POLICY. ALL TRUSTEES ARE THEN REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND ALSO SIGN THEIR ACKNOWLEDGMENT OF THE POLICY ANNUALLY IN SEPTEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE HEAD OF SCHOOL, THE SCHOOL'S TOP MANAGEMENT OFFICIAL, IS DETERMINED BY THE COMPENSATION COMMITTEE MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, INCLUDING THE PRESIDENT AND VICE PRESIDENT OF THE BOARD. THEIR PROCESS INCLUDES A REVIEW OF THE HEAD'S JOB PERFORMANCE, A REVIEW OF INFORMATION ABOUT COMPENSATION OF HEADS OF SIMILAR SCHOOLS FOUND IN THEIR RESPECTIVE 990'S, CONSIDERATION OF PERCENT RAISES GIVEN TO OTHER EMPLOYEES OF THE SCHOOL AND CONSIDERATION OF THE SCHOOL'S OVERALL FINANCIAL STATUS. THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER (CFO) IS SET BY THE HEAD OF SCHOOL. THE HEAD CONSIDERS A REVIEW OF THE CFO'S JOB PERFORMANCE, A REVIEW OF INFORMATION FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ABOUT CFO COMPENSATION, PERCENT RAISES GIVEN TO OTHER EMPLOYEES OF THE SCHOOL AND CONSIDERATION OF THE SCHOOL'S OVERALL FINANCIAL STATUS WHEN SETTING THE CFO'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST FROM THE CHIEF FINANCIAL OFFICER, WILLIAM WAGNER, IN THE BUSINESS OFFICE.