2021-05-17T11:53:27-05:00 2020-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2019-07-01 060646961 WESTOVER SCHOOL INC WEST 2037582423 1237 WHITTEMORE ROAD MIDDLEBURY CT 067620847 JULIE FAULSTICH HEAD OF SCHOOL 2037582423 2021-05-15 1 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2021-05-14 2019 2022-09-23 18:48:47Z JULIE FAULSTICH 1237 WHITTEMORE ROAD MIDDLEBURY CT 067620847 33609816 0 X WWW.WESTOVERSCHOOL.ORG X 1909 CT WESTOVER SCHOOL EMPOWERS YOUNG WOMEN TO LEAD LIVES OF CONSEQUENCE. 23 22 144 200 89489 16664 3607496 3400113 10031955 10747922 2051581 1043444 266779 262643 15957811 15454122 3974158 4410068 0 0 6801171 7172104 0 0 1363955 6645290 5219549 17420619 16801721 -1462808 -1347599 105054800 102874209 23923064 23305005 81131736 79569204 WESTOVER SCHOOL EMPOWERS YOUNG WOMEN TO LEAD LIVES OF CONSEQUENCE. 0 0 11602747 4410068 11010565 THE PROGRAM SERVICES RENDERED ARE THOSE ASSOCIATED WITH COLLEGE PREP INSTITUTIONS. 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. 11602747 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 35 0 1 144 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 22 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 ALISON HOAGLAND BOARD MEMBER 1.00 X 0 0 0 ANN CLARK PRIFTIS BOARD MEMBER 1.00 X 0 0 0 BETH GOLDEN BOARD MEMBER 1.00 X 0 0 0 C ELIZABETH SPENCER BOARD MEMBER 1.00 X 0 0 0 CARLTON SAVOY BOARD MEMBER 1.00 X 0 0 0 CAROLINE DEMIRS CALIO BOARD MEMBER 1.00 X 0 0 0 CHRISTINE MULDOWNEY DAHL BOARD MEMBER 1.00 X 0 0 0 DANIELLE KNOPE BOARD MEMBER 1.00 X 0 0 0 DOMENICK CALABRESE BOARD MEMBER 1.00 X 0 0 0 EMILY WARD BOARD MEMBER 1.00 X 0 0 0 IZU EMEAGWALI BOARD MEMBER 1.00 X 0 0 0 JAMES HEUS BOARD MEMBER 1.00 X 0 0 0 JAMES HUSSEY BOARD MEMBER 1.00 X 0 0 0 JEANNETTE LUSSI BOARD MEMBER 1.00 X 0 0 0 JENNIFER GOLD BOARD MEMBER 1.00 X 0 0 0 JULIE FAULSTICH HEAD OF SCHOOL 40.00 X X 278118 0 39328 JUTTA KLOMBURG P BOARD MEMBER 1.00 X 0 0 0 LILY HURLIMANN VICE PRESIDENT 1.00 X X 0 0 0 LISA DETWILER OUTGOING SECRETARY 1.00 X X 0 0 0 MARJORIE MOLDER COOK BOARD MEMBER 1.00 X 0 0 0 MAURA TANSELY SECRETARY 1.00 X X 0 0 0 MOLLY A PARKER OUTGOING BOARD MEMBER 1.00 X 0 0 0 ROBIN CRUZ MCCLEARN TREASURER 1.00 X X 0 0 0 ROBIN MELVIN BOARD MEMBER 1.00 X 0 0 0 STARR WHITE SNEAD BOARD PRESIDENT 1.00 X X 0 0 0 THOMAS G GORMAN CPA CHIEF OPERATING (FINANCIAL) OFFICER 40.00 X 179044 0 43625 BENJAMIN HILDERBRAND ASSISTANT HEAD OF SCHOOL 40.00 X 105912 0 59809 DAVID TUTTLE DIRECTOR OF ENROLLMENT MAN 40.00 X 115792 0 9097 EDLIRA CURIS DIRECTOR OF DEVELOPMENT 40.00 X 155142 0 7757 834008 0 159616 5 0 1 0 ARAMARK 1101 MARKET ST PHILADELPHIA PA 19101 DINING SERVICES 938442 TURNER CONSTRUCTION 50 WATERVIEW DR STE 220 SHELTON CT 06484 CONSTRUCTION SERVICES 350889 BI-GLASS OF CT 1033 PROSPECT ST WEST HARTFORD CT 06105 CONSTRUCTION SERVICES 216375 SMG CORPORATE SERVICES PO BOX 930256 ATLANTA GA 31193 SOFTWARE 138302 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 SOFTWARE 122845 5 910300 2489813 268131 3400113 TUITION AND FEES 611600 10747922 10747922 10747922 521577 94287 427290 18660662 18138795 521867 521867 -4798 526665 22763 16899 5864 5864 OTHER INCOME 900099 256779 256779 256779 15454122 11010565 89489 953955 4410068 4410068 531984 46530 454434 31020 5319289 3033322 1792304 493663 290469 204472 59200 26797 634418 423155 153138 58125 395944 253930 106789 35225 94050 94050 66153 66153 103878 103878 365602 157767 158923 48912 604293 425455 131492 47346 640523 371504 172941 96078 1394665 808907 376560 209198 112644 65295 34814 12535 STUDENT SERVICES AND AC 1165380 1165380 OPERATING EXPENSES 672361 236962 130343 305056 16801721 11602747 3835019 1363955 501842 534328 694036 160784 1173303 833950 115289 171480 267952 247824 38120 45535 98794 240971 56408941 18346696 38679287 38062245 33671796 36863082 29814381 25714010 105054800 102874209 1068122 746393 1609857 1316992 20866705 20895500 75188 50957 303192 295163 23923064 23305005 X 18893852 19951282 62237884 59617922 81131736 79569204 105054800 102874209 X -1347599 -210718 -4215 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66712149 260288 1039139 68011576 66230603 634395 3426993 3579842 66712149 64518203 765871 4521163 3574634 66230603 57576151 624029 9196831 2878808 64518203 63615379 275963 -3036155 2767047 58088140 0.09900 0.67200 0.22900 0 0 1047600 1047600 47090532 13938971 33151561 5123785 3100485 2023300 3147024 1307240 1839784 38062245 ALTERNATIVE INVESTMENTS 25714010 F 25714010 LIABILITY UNDER SPLIT-INTEREST AGREEMENT 295163 295163 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 AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 7918757 0 0 0 0 0 0 7918757 0 7918757 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 FINANCIAL AID AND SCHOLARSHIPS 112 4410068 CASH VALUE 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 277743 0 0 0 375 0 24910 0 14418 0 317446 0 0 0 THOMAS G GORMAN CPA CHIEF OPERATING (FINANCIAL) OFFICER 178705 0 0 0 339 0 9609 0 34016 0 222669 0 0 0 BENJAMIN HILDERBRAND ASSISTANT HEAD OF SCHOOL 105727 0 0 0 185 0 19000 0 40809 0 165721 0 0 0 EDLIRA CURIS DIRECTOR OF DEVELOPMENT 154879 0 0 0 263 0 7757 0 0 0 162899 0 0 0 A CT HEALTH & EDUCATIONAL FACILITIES - SERIES C & D 060806186 2017-06-13 21330000 FUNDING THE RENOVATION OF MAIN BLDG & CONSTRUCTION OF NEW STUDENT CENTER 0 1 0 A 21330000 6710355 199372 14420273 1 0 0 1 A 1 1 0 0 0 1 A 1 X 22 268131 FMV 0 1 1 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: THE SCHOOL MAINTAINS AN ACCOUNT WITH A FINANCIAL INSTITUTION WHICH IS USED TO LIQUIDATE GIFTS OF MARKETABLE SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE SCHOOL'S CHIEF OPERATING OFFICER AND CONTROLLER. 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 19 THE SCHOOL MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,609. PROVISION FOR UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -1,606. FORM 990 PART XII LINE 2C: THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990 PART XII THE ORGANIZATION'S FINANCIAL STATEMENTS HAVEN'T BEEN FINALIZED AS OF THE DATE OF THE 990 FILING. AN AMENDED 990 WILL BE FILED IF THERE ARE SIGNIFICANT DISCREPANCIES.