2022-02-23T07:02:38-06:00 2021-06-30 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2020-07-01 060646681 INDIAN MOUNTAIN SCHOOL INDI 8604350871 211 MOUNTAIN ROAD LAKEVILLE CT 06039 CHERYL SLEBODA CFO 8604350871 2022-02-09 1 CHERYL SLEBODA 999009999 GAYLE A CARBONE P01010777 2032489341 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JODY REILLY SOJA 211 MOUNTAIN ROAD LAKEVILLE CT 06039 18657749 0 X WWW.INDIANMOUNTAIN.ORG X 1922 CT TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 22 22 131 0 0 0 2161603 4865363 11135758 12184397 976481 510309 0 0 14273842 17560069 2256298 2072321 0 0 6919909 7542411 0 0 493246 3237479 3663071 12413686 13277803 1860156 4282266 25341912 30485119 6155729 5002543 19186183 25482576 TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 0 0 10503367 2072321 12184397 BASIC PROGRAM SERVICE ACTIVITIES INCLUDING SCHOOL AND EDUCATION PROGRAMS FOR APPROXIMATELY 203 STUDENTS IN GRADES 5-9, AND APPROXIMATELY 85 STUDENTS IN GRADES PK-4. THIS INCLUDES BOTH DAY AND BOARDING STUDENTS. 10503367 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 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 58 0 1 131 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CHERYL SLEBODA CFO 8604350871 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 CHRISTOPHER SANGER PRESIDENT 1.00 X X 0 0 0 JAMES KIGGEN VICE PRESIDENT 1.00 X X 0 0 0 STEPHANIE COMFORT TREASURER 1.00 X X 0 0 0 ANNA TRAGGIO SECRETARY 1.00 X X 0 0 0 JUDITH BENARDETE TRUSTEE 1.00 X 0 0 0 MICHELE BROWNE TRUSTEE 1.00 X 0 0 0 MAJA CLARK TRUSTEE 1.00 X 0 0 0 ULRIKA EKMAN TRUSTEE 1.00 X 0 0 0 CATHERINE GOUGE TRUSTEE 1.00 X 0 0 0 HENRY LABALME TRUSTEE 1.00 X 0 0 0 JUHYUN LIM TRUSTEE 1.00 X 0 0 0 ESTHER MA TRUSTEE 1.00 X 0 0 0 KATHRYN MATTIS TRUSTEE 1.00 X 0 0 0 ELYSE HARNEY MORRIS TRUSTEE 1.00 X 0 0 0 PIETER MULDER TRUSTEE 1.00 X 0 0 0 JUSTIN ROYCE TRUSTEE 1.00 X 0 0 0 JEREMY SPOFFORD TRUSTEE 1.00 X 0 0 0 JAMIL SWATI TRUSTEE 1.00 X 0 0 0 JOHN TONELLI TRUSTEE 1.00 X 0 0 0 RICHARD TURNURE TRUSTEE 1.00 X 0 0 0 CARY ULLMAN TRUSTEE 1.00 X 0 0 0 XILIANG ZHANG TRUSTEE 1.00 X 0 0 0 JODY R SOJA HEAD OF SCHOOL 40.00 X 300908 0 154008 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 40.00 X 138107 0 27785 HEATHER ECKERT DIRECTOR OF ADMISSION 40.00 X 118201 0 53865 SARAH SMITH DIRECTOR OF ADVANCEMENT 40.00 X 108108 0 5607 665324 0 241265 4 0 1 0 SAGE DINING SERVICES SUITE 100 1402 YORK ROAD LUTHERVILLE MD 21093 DINING/FOOD SERVICE 584244 CIC HEALTH LLC ONE BROADWAY - 14TH FLOOR CAMBRIDGE MA 02142 COVID TESTING SERVICE 142465 2 1102700 3762663 65428 4865363 TUITION AND FEES 611110 11826418 11826418 OTHER SCHOOL PROGRAM FEES 611110 194366 194366 AUX SERVICES: BOOKSTORE 611110 163613 163613 12184397 186406 186406 1421583 1097680 323903 323903 323903 17560069 12184397 0 510309 2072321 2072321 612622 129900 352822 129900 4829642 3650634 930218 248790 166801 108106 52462 6233 1557274 1447979 80587 28708 376072 269937 90665 15470 59755 59755 13153 1505 10893 755 1673444 1322503 299965 50976 196579 12835 183744 613256 576251 34949 2056 14043 5909 4494 3640 41478 25748 13346 2384 77296 77296 721343 656422 61314 3607 145470 132378 12365 727 PROFESSIONAL FEES 92785 16715 76070 BAD DEBT 14469 14469 13277803 10503367 2281190 493246 484771 1309806 3898706 3974514 491658 2004159 147892 126000 100422 92083 81415 139078 27222239 17470048 10125841 9752191 9745880 12506908 265327 580380 25341912 30485119 710112 790972 1457358 2017494 1858858 3872566 149674 115693 185545 6155729 5002543 X 12751843 16066606 6434340 9415970 19186183 25482576 25341912 30485119 4282266 2014127 0 X 0 1 X 1 0 X 781492 1920022 1169462 2161603 4865363 10897942 781492 1920022 1169462 2161603 4865363 10897942 1094597 9803345 191701 218192 193808 192438 186406 982545 11880487 51949025 0.82520 0.72320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10678846 25250 2454913 414378 12744631 10882915 3000 145738 352807 10678846 9944945 1000 1311051 374081 10882915 9380149 500 898598 334302 9944945 8724002 51000 941318 336171 9380149 0.48540 0.19750 0.31710 0 0 409640 409640 23000229 14176044 8824185 3812370 3294004 518366 9752191 DEFERRED COMPENSATION 185545 185545 17442120 2014127 2014127 15427993 59755 2072321 2132076 17560069 11145727 0 11145727 59755 2072321 2132076 13277803 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 2,072,321. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 2,072,321. 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 FINANCIAL AID TO STUDENTS 67 2072321 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 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 JODY R SOJA HEAD OF SCHOOL 281408 0 0 0 19500 0 15110 0 138898 0 454916 0 0 0 HEATHER ECKERT DIRECTOR OF ADMISSION 118201 0 0 0 0 0 5895 0 47970 0 172066 0 0 0 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 127107 0 0 0 11000 0 7692 0 20093 0 165892 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 2111635 42248 2069387 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 FYE 6-30-21 2,111,635 X 5 65428 0 1 0 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 COMMUNICATION WITH AN INDEPENDENT CONSULTANT WHO IS KNOWLEDGEABLE ABOUT THE COMPENSATION OF HEADS OF SIMILAR SCHOOLS, 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 IS SET BY THE HEAD OF SCHOOL. THE HEAD CONSIDERS A REVIEW OF HER 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 HER 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, CHERYL SLEBODA, IN THE BUSINESS OFFICE.