2020-07-06T08:11:38-05:00 2019-06-30 061012254 LEVITSKY & BERNEY P C 100 BRADLEY ROAD WOODBRIDGE CT 06525 990 2018-07-01 060662137 HAMDEN HALL SCHOOL INC HAMD 2037522600 1108 WHITNEY AVENUE HAMDEN CT 06517 BETH REILLY BUSINESS MANAGER 2037522650 2020-07-02 RONALD BAILEY P00834463 2033895371 208.81.127.197 2020-07-02 08:54:13 ED P B50D619C96059A367844A03F40D17E763F6D877E B50D619C96059A367844A03F40D17E763F6D877E 2018 2021-01-29 14:40:06Z BETH REILLY 1108 WHITNEY AVENUE HAMDEN CT 06517 24514307 0 X WWW.HAMDENHALL.ORG X 1946 CT EDUCATION 25 19 256 0 0 0 1022118 1629036 21551450 22213581 1029913 471109 0 0 23603481 24313726 6218853 6139064 0 0 11784326 11862020 0 0 536073 5265253 5325348 23268432 23326432 335049 987294 38136103 39063114 26821420 28055037 11314683 11008077 X TO CONDUCT, MAINTAIN, OPERATE AND MANAGE AN EDUCATIONAL INSTITUTION AND SCHOOL, TO EDUCATE AND ADVANCE THE EDUCATION OF GIRLS AND BOYS, YOUNG WOMEN AND YOUNG MEN AND TO STIMULATE IN THEM SOUND SCHOLARSHIP, LEARNING, PHYSICAL VIGOR AND UPRIGHTNESS OF CHARACTER BY SUCH METHODS AND UPON SUCH LIVES AS MAY SEEM EXPEDIENT. 0 0 21797371 6139064 22213000 EDUCATION OF PRE-SCHOOL THROUGH TWELFTH GRADE STUDENTS AND RELATED ACTIVITIES. THE TOTAL NUMBER OF STUDENTS WHICH ATTENDED THE SCHOOL IN FISCAL YEAR 2019 WAS 574. 21797371 1 1 0 0 0 0 0 0 0 1 1 1 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 1 0 1 0 0 0 0 0 0 0 0 1 98 0 1 256 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X BETH REILLY 2037522650 1108 WHITNEY AVENUE HAMDEN CT 06517 JOHN EDWARDS TRUSTEE EMERITUS 0.50 X 0 0 0 JOYCE LUJIC PRESIDENT 1.00 X 0 0 0 DAVID RICCIO TREASURER 0.80 X 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 60.00 X X 277388 0 47844 KYLE BALLOU-JOHNS SECRETARY 0.50 X 0 0 0 BARBARA DENATALE TRUSTEE 0.50 X 14435 0 0 ANDREW ACQUARULO VICE PRESIDENT 0.50 X 1000 0 0 LAURIE-ANN LETIZIA TRUSTEE 1.00 X 0 0 0 CLEMENT LEWIN TRUSTEE 0.50 X 0 0 0 MARSHAL GIBSON TRUSTEE 0.50 X 0 0 0 CARL PORTO SR TRUSTEE 0.50 X 0 0 0 TERRANCE P SWAIN TRUSTEE EMERITUS 0.50 X 0 0 0 SPENCER TAYLOR TRUSTEE EMERITUS 0.50 X 0 0 0 JOSEPH SAPIENTE TRUSTEE 0.50 X 0 0 0 ROBERT MASSEY TRUSTEE 0.50 X 0 0 0 JORDAN HADELMAN TRUSTEE 0.50 X 0 0 0 ANTHONY VINGIANO TRUSTEE 0.50 X 0 0 0 MEENA MORAN TRUSTEE 0.50 X 0 0 0 ANN MARIE GOLIOTO TRUSTEE 0.50 X 0 0 0 RICHARD EPSTEIN TRUSTEE EMERITUS 0.50 X 0 0 0 MARIA PROTA TRUSTEE 0.50 X 7583 0 0 JOHN BEIRNE JR TRUSTEE EMERITUS 0.50 X 0 0 0 ALAN MOSSBERG TRUSTEE EMERITUS 0.50 X 0 0 0 BAYO AFOLALU TRUSTEE 0.50 X 0 0 0 PHYLLIS PARI TRUSTEE 0.50 X 0 0 0 YU HONG HUO TRUSTEE 0.50 X 0 0 0 BENELYN ARPINE BUSINESS MANAGER 50.00 X 117472 0 15819 JAMES HUNTER DIRECTORS OF FACILITIES 50.00 X 119049 0 22328 JO AMATULLI DIRECTOR OF DEVELOPMENT 40.00 X 111017 0 15453 BETH REILLY CONTOLLER 50.00 X 112400 0 7980 JANET IZZO DIRECTOR OF ADMISSIONS 40.00 X 117610 0 21753 DAVID DOYLE DIRECTOR OF ATHLETICS 50.00 X 110600 0 8160 988554 0 139337 9 0 1 0 B & B TRANSPORTATION 41 VILLAGE LANE BETHANY CT 06524 STUDENT TRANSPORTATION 199740 US FOODS INC PO BOX 842700 BOSTON MA 022842700 FOOD SERVICES 163651 DIVERSIFIED BUILDING SERVICES INC BLDG2 UNIT 4 PO BOX 4658 WALLINGFORD CT 06492 JANITORIAL SERVICES 136409 PERCO INC 91 SHELTON AVENUE NEW HAVEN CT 06511 LANDSCAPING SERVICES 101743 4 1629036 33585 1629036 STUDENT PROGRAM INCOME 611600 22213581 22213581 22213581 471690 471690 200000 200581 -581 -581 -581 24313726 22213000 0 471690 6139064 6139064 394860 69347 270035 55478 9177531 8649072 262009 266450 526754 463119 44401 19234 1074372 980804 51283 42285 688503 629157 36545 22801 18165 18165 39100 39100 18038 166 1 17871 409816 216009 129245 64562 1027908 1002206 16550 9152 4262 3986 166 110 23560 21227 1378 955 491849 472645 12366 6838 902949 867694 22702 12553 133655 129789 2489 1377 SUPPLIES 708104 701005 3723 3376 STUDENT ACTIVITIES 632165 618380 12656 1129 MISCELLANEOUS OTHER 511921 451145 59824 952 BONDED DEBT INTEREST EX 364706 350466 9170 5070 39150 32090 1180 5880 23326432 21797371 992988 536073 35481 40713 4139503 6151057 1303403 691169 618891 575053 10754 19493 527588 663209 37902932 14297341 23970404 23605591 7141748 7117713 388331 199116 38136103 39063114 874335 918777 7598674 8505410 15220000 14725000 674962 460186 2453449 3445664 26821420 28055037 X 9937453 10184749 972042 0 405188 823328 11314683 11008077 38136103 39063114 X 987294 -301685 -992215 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7412377 63511 175572 271254 7380206 7277027 180731 499783 545164 7412377 6852728 35189 770838 381728 7277027 7515763 169959 -229551 603443 6852728 8025040 80317 -57106 532488 7515763 0.94500 0.05500 0 0 3736528 3736528 16469057 5520449 10948608 15328316 6873763 8454553 2369031 1903129 465902 23605591 7117713 F 7117713 OBLIGATION UNDER INTEREST RATE SWAP 3445664 3445664 23019826 -301685 -992215 -1293900 24313726 0 24313726 23326432 0 23326432 0 23326432 PART V, LINE 4: THE SCHOOL USES ITS ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CURRENT YEAR UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP -992215. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 LEGAL NOTICE IN NEWSPAPER 1 FINANCIAL AID SCHOLARSHIPS 274 4944632 1194432 TUITION REMISSION BENEFITS TO EMPLOYEES AND STUDENT WORK PROGRAMS. PART I, LINE 2: FINANCIAL AID SCHOLARSHIPS PROVIDED TO STUDENTS IS BASED ON FINANCIAL AID APPLICATION COMPLETED BY FAMILY OF STUDENT, AMOUNT OF SCHOLARSHIP IS CALCULATED BASED ON INCOME, ASSETS OF FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 277388 0 0 0 0 0 33826 0 14018 0 325232 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES USE OF A PERSONAL RESIDENCE IN ACCORDANCE WITH THE TERMS OF HIS EMPLOYMENT CONTRACT AGREEMENT. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774UG90 2008-07-31 18235000 TO DESIGN AND BUILD AN ATHLETIC CENTER AND TO RETIRE A BANK LOAN. 0 0 0 A 3510000 18235000 17810808 2009 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 RBS CITIZENS NA 30.000000000000 0 0 0 0 0 A 0 THERESA PORTO EMPLOYEE 39533 EMPLOYMENT WAGES 0 JANET IZZO EMPLOYEE 123500 EMPLOYMENT WAGES 0 KIM PORTO EMPLOYEE 111600 EMPLOYMENT WAGES 0 X 2 26131 FMV AT DATE OF CONTRIB X BLEEDING CONTROL KITS 1 5249 FMV AT DATE OF CONTR X EDUCATIONAL MATERIALS 5 3079 FMV AT DATE OF CONTR 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN IS REVIEWED BY THE SCHOOL'S BUSINESS MANAGER AND BY THE SCHOOL'S TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO APPROPRIATE INDIVIDUALS ANNUALLY AND CONFLICTS DISCLOSED ARE MONITORED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT OF THE BOARD OF TRUSTEES UTILIZES DATA FROM COMPARABLE SCHOOLS IN DETERMINING THE COMPENSATION OF THE HEAD OF SCHOOL. THE DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORM 990 CAN BE FOUND ON GUIDE STAR WEBSITE, EXCLUDING SCHEDULE B. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE BUSINESS MANAGER DURING NORMAL BUSINESS HOURS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JOHN EDWARDS - 29 GOVERNORS ROAD, HILTON HEAD ISLAND, SC 29928. JOYCE LUJIC - 1177 RIDGE ROAD, NORTH HAVEN, CT 06473. DAVID RICCIO - 5 BUTTONWOOD DRIVE, BRANFORD, CT 06405. KYLE BALLOU-JOHNS - 335 WEST WOODS ROAD, HAMDEN, CT 06518. BARBARA DENATALE - 11 WOODSIDE DRIVE, WOODBRIDGE, CT 06525. ANDREW ACQUARULO - 2 WOODMERE CIRCLE, NORTH HAVEN, CT 06473. LAURIE-ANN LETIZIA - 66 HOYT LANE, GUILFORD, CT 06437. CLEMENT LEWIN - 157 HERON DRIVE, ORANGE, CT 06477. MARSHAL GIBSON - 265 CHURCH STREET, STE 504, NEW HAVEN, CT 06510. CARL PORTO, SR. - 73 AUTUMN RIDGE ROAD, HAMDEN, CT 06514. TERRANCE P. SWAIN - 49 FENNBROOK DRIVE, HAMDEN, CT 06517. SPENCER TAYLOR - 15 TAUNTON LAKE ROAD, NEWTOWN, CT 06470. JOSEPH SAPIENTE - 22 MEADOW WOODS ROAD, SEYMOUR, CT 06483. ROBERT MASSEY - 253 PINE ORCHARD ROAD, BRANFORD, CT 06405. JORDAN HADELMAN - 2550 N. LAKEVIEW AVE., APT. S601, CHICAGO, IL 60614. ANTHONY VINGIANO - 15 CAVALINO WAY, NORTH HAVEN, CT 06473. MEENA MORAN - 7 GUILFORD POINT DRIVE, GUILFORD, CT 06437. ANN MARIE GOLIOTO - 30 SHERWOOD LANE, CHESHIRE, CT 06410. RICHARD EPSTEIN - 21 ABIGAIL ST, MILFORD, CT 06460. MARIA PROTA - 1361 NORTH HIGH STREET, EAST HAVEN, CT 06512. JOHN BEIRNE, JR. - 3 ENTERPRISE DRIVE, SUITE 410, SHELTON, CT 06484. ALAN MOSSBERG - 873 2ND AVENUE S., TIERRA VERDE, FL 33715. BAYO AFOLALU - 42 SKYVIEW ROAD, ORANGE, CT 06477. PHYLLIS PARI - 12 QUARRY LANE, HAMDEN, CT 06518. YU HONG HUO - 18 CRESTVIEW DRIVE, NORTH HAVEN, CT 06473. FORM 990, PART XI, LINE 9: CURRENT YEAR UNREALIZED LOSS ON INTEREST RATE SWAP -992215. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT OF THE SCHOOL AND FOR SELECTION OF THE SCHOOL'S AUDITORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.