2022-05-16T09:32:09-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2020-07-01 060646961 WESTOVER SCHOOL INC WEST 2037582423 1237 WHITTEMORE ROAD MIDDLEBURY CT 06762 JULIE FAULSTICH HEAD OF SCHOOL 2037582423 2022-05-13 1 JULIE FAULSTICH 999009999 JOHN TOSCANO P00358542 8605614000 2022-05-14 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z JULIE FAULSTICH 1237 WHITTEMORE ROAD MIDDLEBURY CT 06762 14890314 0 X WWW.WESTOVER.ORG X 1909 CT WESTOVER SCHOOL EMPOWERS YOUNG WOMEN TO LEAD LIVES OF CONSEQUENCE. 21 20 127 250 0 0 3400113 3444616 10747922 8862826 1043444 2563327 262643 18624 15454122 14889393 4410068 4377618 0 0 7172104 5629424 0 0 1114768 5219549 6965625 16801721 16972667 -1347599 -2083274 102874209 114183779 23305005 23440643 79569204 90743136 WESTOVER SCHOOL EMPOWERS YOUNG WOMEN TO LEAD LIVES OF CONSEQUENCE. 0 0 11428921 4377618 8881450 THE PROGRAM SERVICES RENDERED ARE THOSE ASSOCIATED WITH COLLEGE PREP INSTITUTIONS FOR APPROXIMATELY 188 DURING THE TAX YEAR ENDED JUNE 30, 2021. THESE INCLUDE: PROVIDING AN ENVIRONMENT SUITABLE FOR THE EDUCATION, DORMITORY SERVICE, TEXTBOOKS AND SUPPLIES AND ATHLETIC FACILITIES INCLUDING USE OF THE FACILITIES BY OTHER ORGANIZATIONS FOR THE SAME PURPOSE. 11428921 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 1 0 0 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 59 0 1 127 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THOMAS G GORMAN CPA 2035774505 1237 WHITTEMORE RD MIDDLEBURY CT 06762 JULIE FAULSTICH HEAD OF SCHOOL 40.00 X X 292494 0 21595 STARR WHITE SNEAD BOARD CHAIR 0.00 X X 0 0 0 JUTTA KLOMBERG VICE CHAIR 0.00 X X 0 0 0 ROBIN CRUZ MCCLEARN TREASUERE 0.00 X X 0 0 0 MAURA TANSLEY SECRETARY 0.00 X X 0 0 0 ALISA BERGER TRUSTEE 0.00 X 0 0 0 MARRA FRANCIS CLIFTON TRUSTEE 0.00 X 0 0 0 MARGE MOLDER COOK TRUSTEE 0.00 X 0 0 0 AARON COOPER TRUSTEE 0.00 X 0 0 0 ANN MERRIAM FEINBERG TRUSTEE 0.00 X 0 0 0 JENNIFER GOLD TRUSTEE 0.00 X 0 0 0 KIM HOAGLAND TRUSTEE 0.00 X 0 0 0 ROBIN SMITH MELVIN TRUSTEE 0.00 X 0 0 0 SOPHIA MUIRHEAD TRUSTEE 0.00 X 0 0 0 BRANDON NAPPI TRUSTEE 0.00 X 0 0 0 EMMY WARD NEILSON TRUSTEE 0.00 X 0 0 0 REBBECA POINDEXTER TRUSTEE 0.00 X 0 0 0 ANN PRIFTIS TRUSTEE 0.00 X 0 0 0 CALRTON SAVOYE TRUSTEE 0.00 X 0 0 0 ALY LOVE SIMONS TRUSTEE 0.00 X 0 0 0 LATA BHOPALE WILLIAMS TRUSTEE 0.00 X 0 0 0 THOMAS GORMAN CHIEF OPERATING OFFICER 40.00 X 187789 0 21197 DAVID TUTTLE DIRECTOR OF ENROLLMENT MANAGEMENT 40.00 X 118731 0 10939 BENJAMIN HILDEBRAND ASSISTANT HEAD OF SCHOOL 40.00 X 110390 0 17026 709404 0 70757 4 0 1 0 ARAMARK PO BOX 978839 DALLAS TX 75397 FOODSERVICE AND CATERING 577616 CREATIVE FINANCIAL STAFFING LLC PO BOX 95111 CHICAGO IL 60694 ACCOUNTING AND BOOKKEEPING 126918 2 3444616 471412 3444616 TUITION AND FEES 611710 8753462 8753462 AUXILIARY PROGRAMS AND FEES 611710 109364 109364 8862826 456886 456886 2106441 0 2106441 2106441 2106441 14187 921 13266 13266 MISCELLANEOUS 900099 5358 5358 5358 14889393 8881450 0 2563327 4377618 4377618 552550 133084 352924 66542 3943935 2443876 1212437 287622 125640 74383 39879 11378 723669 541733 135518 46418 283630 157732 100701 25197 113601 113601 61008 61008 164974 164974 861838 216110 554411 91317 1918648 1112816 556408 249424 623565 361668 180834 81063 1384665 803106 401553 180006 206190 119590 59795 26805 STUDENT SERVICES AND AC 1071470 1071470 OPERATING EXPENSES 559666 15735 494935 48996 16972667 11428921 4428978 1114768 534328 162884 160784 1170405 833950 367204 171480 241080 247824 245993 45535 52295 240971 22000 56937323 19721811 38062245 37215512 36863082 39925121 25714010 34781285 102874209 114183779 746393 974297 1316992 1742057 20895500 20382119 50957 47232 295163 294938 23305005 23440643 X 19951282 9410043 59617922 81333093 79569204 90743136 102874209 114183779 X -2083274 14323759 -1064814 -1739 X X 0 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64169985 20000 12858694 3200000 73848679 66712150 404821 46180 2993166 64169985 66230603 634395 3426993 3579842 66712149 64518203 765872 4521163 3574634 66230604 57576151 624029 9196831 2878808 64518203 0.04090 0.95910 0.00000 0 0 1006225 1006225 47090532 14927672 32162860 5184060 3401610 1782450 3656506 1392529 2263977 37215512 ALTERNATIVE INVESTMENTS 34781285 F 34781285 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS 294938 294938 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN BROCHURES AND CATALOGS PERTAINING TO STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. IT IS ALSO PUBLISHED IN VARIOUS NEWSPAPER ADVERTISING. CENTRAL AMERICAN AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS 0 0 INVESTMENTS 13894143 0 0 0 0 0 0 13894143 0 13894143 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 FINANCIAL AID AND SCHOLARSHIPS 108 4377618 CASH VALUE OF TUITION AND FEES FINANCIAL AID AND SCHOLARSHIPS APPLIED TO THE STUDENTS' ACCOUNTS PART I, LINE 2: FINANCIAL ASSISTANCE IS AVAILABLE IN THE FORM OF NEED-BASED AID AND PAYMENT PLANS. AN OBJECTIVE NEEDS-ANALYSIS SYSTEM IS USED BY THE SCHOOL AS A BASIC GUIDELINE TO PROVIDE CONSISTENCY IN ASSESSING NEED. WESTOVER SUBSCRIBES TO THE PRINCIPALS AND SERVICES OF THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS). X X 0 0 X X X 0 0 0 0 0 0 0 0 1 0 JULIE FAULSTICH HEAD OF SCHOOL 286494 0 0 0 6000 0 20155 0 1440 0 314089 0 0 0 THOMAS GORMAN CHIEF OPERATING OFFICER 186914 0 0 0 875 0 13615 0 7582 0 208986 0 0 0 A CT HEALTH & EDUCATIONAL FACILITIES- SERIES C & D 060806186 2017-06-13 21330000 FUNDING THE RENOVATION OF MAIN BLDG & CONSTRUCTION OF STUDENT CENTER 0 1 0 A 544180 21330000 6710335 199372 14420273 1 0 0 1 A 1 1 0 0 0 1 X 20 471412 FAIR VALUE 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE SCHOOL'S CHIEF OPERATING OFFICER. A COMPLETE DRAFT, EXCLUDING SCHEDULE B, IS MADE AVAILABLE TO THE ENTIRE BOARD THROUGH THE PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY. ANY MATTERS DISCLOSED ARE REVIEWED AND RESOLVED BY THE EXECUTIVE LEADERSHIP OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL HAS A COMPENSATION COMMITTEE THAT IS CHAIRED BY THE PRESIDENT OF THE BOARD OF TRUSTEES. THE COMMITTEE REVIEWS STATISTICAL DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND SURVEYS OF CT INDEPENDENT SCHOOLS TO PROVIDE COMPARATIVE DATA. IN DETERMINING COMPENSATION, A PERFORMANCE REVIEW IS ALSO COMPLETED. THE RESULTS ARE DOCUMENTED IN WRITING AND FORWARDED TO THE CHIEF OPERATING OFFICER. A COPY IS MAINTAINED IN THE INDIVIDUALS' PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PLEDGES -1,529. PROVISION FOR LOSSES ON STUDENT LOANS -210. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. FORM 990, PART IV, LINE 12A AND PART XII, LINE 2B: THE ORGANIZATION'S FINANCIAL STATEMENTS HAVE NOT BEEN FINALIZED AS OF THE DATE OF THE FILING OF THIS FORM 990. AN AMENDED FORM 990 FOR THE TAX YEAR ENDED JUNE 30, 2021 WILL BE FILED IF THERE ARE SIGNIFICANT DISCREPANCIES FROM THIS FILING.