2021-02-26T13:31:02-06:00 2020-06-30 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2019-07-01 060646681 INDIAN MOUNTAIN SCHOOL INC INDI 8604350871 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 CHERYL SLEBODA CFO 8604350871 2021-02-04 1 GAYLE A CARBONE P01010777 2032489341 2019 2022-09-23 18:48:47Z JODY REILLY SOJA 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 15127584 0 X WWW.INDIANMOUNTAIN.ORG X 1922 CT TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 22 22 127 0 0 0 1169462 2161603 10332729 11135758 485727 976481 0 0 11987918 14273842 1874525 2256298 0 0 6378941 6919909 0 0 505913 3493472 3237479 11746938 12413686 240980 1860156 22909527 25341912 4820976 6155729 18088551 19186183 TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 0 0 9817527 2256298 11135758 BASIC PROGRAM SERVICE ACTIVITIES INCLUDING SCHOOL AND EDUCATION PROGRAMS FOR APPROXIMATELY 194 STUDENTS IN GRADES 5-9, AND APPROXIMATELY 62 STUDENTS IN GRADES PK-4. THIS INCLUDES BOTH DAY AND BOARDING STUDENTS. 9817527 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 84 0 1 127 0 0 0 0 0 0 1 1 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 DREW CASERTANO 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 SARAH EUSTIS TRUSTEE 1.00 X 0 0 0 CATHERINE GOUGE TRUSTEE 1.00 X 0 0 0 JUN HUR TRUSTEE 1.00 X 0 0 0 HENRY LABALME TRUSTEE 1.00 X 0 0 0 ESTHER MA TRUSTEE 1.00 X 0 0 0 ELYSE HARNEY MORRIS 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 ZONGHUI ZHANG TRUSTEE 1.00 X 0 0 0 JODY R SOJA HEAD OF SCHOOL 40.00 X 220320 0 123939 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 40.00 X 123336 0 35744 HEATHER ECKERT DIRECTOR OF ADMISSION 40.00 X 115588 0 34706 KELLY BAXTER SPITZ DIRECTOR OF ADVANCEMENT 40.00 X 105568 0 23933 564812 0 218322 4 0 1 0 SAGE DINING SERVICES SUITE 100 1402 YORK ROAD LUTHERVILLE MD 21093 DINING/FOOD SERVICE 532376 AMERICAN DREAM CLEAN LLC 51 MELCHER STREET FIRST FLOOR BOSTON MA 02210 CLEANING SERVICES 127042 2 2161603 25924 2161603 TUITION AND FEES 611110 10815196 10815196 OTHER SCHOOL PROGRAM FEES 611110 202436 202436 AUX SERVICES: BOOKSTORE 611110 118126 118126 11135758 192438 192438 1637785 853742 784043 784043 784043 14273842 11135758 0 976481 2256298 2256298 539410 110195 319020 110195 4425527 3272734 900587 252206 163154 108207 46600 8347 1447129 1348084 66486 32559 344689 242084 87223 15382 55536 55536 17451 24 17374 53 1199867 942055 193275 64537 95547 9519 86028 577062 536825 38002 2235 50479 16639 20288 13552 48195 24875 21106 2214 81407 81407 783308 712810 66581 3917 143156 130272 12168 716 PROFESSIONAL FEES 157811 23710 134101 BAD DEBT 27660 27660 12413686 9817527 2090246 505913 303624 484771 2097620 3898706 228904 491658 162172 147892 96389 100422 42245 81415 26901388 16775547 8926848 10125841 10441882 9745880 609843 265327 22909527 25341912 771777 710112 1857114 1457358 2113240 3872566 78845 115693 4820976 6155729 X 11838731 12751843 6249820 6434340 18088551 19186183 22909527 25341912 1860156 -762524 0 X 0 1 X 1 0 X 797288 781492 1920022 1169462 2161603 6829867 797288 781492 1920022 1169462 2161603 6829867 1210099 5619768 144811 191701 218192 193808 192438 940950 7770817 48426044 0.72320 0.73390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10882915 3000 145738 352807 10678846 9944945 1000 1311051 374081 10882915 9380149 500 898598 334302 9944945 8724002 51000 941318 336171 9380149 8824043 11500 203821 315362 8724002 0.49350 0.23330 0.27320 0 0 409640 409640 22790238 13707440 9082798 3701510 3068107 633403 10125841 DEFERRED COMPENSATION 115693 115693 11199484 -762524 -762524 11962008 55536 2256298 2311834 14273842 10101852 0 10101852 55536 2256298 2311834 12413686 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 2,256,298. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 2,256,298. 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 90 2256298 FAIR MARKET VALUE REDUCTION OF TUITION COST CHARGED TO STUDENT PART I, LINE 2: THE ORGANIZATION MAINTAINS A FINANCIAL AID COMMITTEE OF FIVE INDIVIDUALS, INCLUDING THE HEAD OF SCHOOL, DIRECTOR OF ADMISSIONS, ASSOCIATE DIRECTOR OF ADMISSIONS, CHIEF FINANCIAL OFFICER, AND DIRECTOR OF FINANCIAL AID/CONTROLLER. 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 200820 0 0 0 19500 0 10718 0 113221 0 344259 0 0 0 CHERYL SLEBODA CHIEF FINANCIAL OFFICER 123336 0 0 0 0 0 17699 0 18045 0 159080 0 0 0 HEATHER ECKERT DIRECTOR OF ADMISSION 115588 0 0 0 0 0 5779 0 28927 0 150294 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. X 6 25924 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.