AVON OLD FARMS SCHOOL INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AVON OLD FARMS SCHOOL INC (EIN 06-0655480)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-01
- IRS object ID
- 202031229349301028
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-01T14:39:51-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060655480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVON OLD FARMS SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVON | BusinessNameControlTxt |
| Phone | 8604044100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 OLD FARMS ROAD | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A ORENSTEIN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8604044100 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2020-04-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-28 | IPDt |
| IP Tm | 14:04:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FC5460241256066D74A2C5C66FD8B85E1F8608D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH H LAROCQUE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 OLD FARMS ROAD | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,898,720 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AVONOLDFARMS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1927 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE BEST SCHOOL FOR BOYS BY CULTIVATING YOUNG MEN OF INTEGRITY AND BY PROVIDING A STRUCTURED, SUPPORTIVE, LEARNING ENVIRONMENT THAT ENCOURAGES SELF-DISCOVERY AND SOCIAL RESPONSIBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 254 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $141,439 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$59,151 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,203,340 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,299,032 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,673,090 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,984,756 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,089,566 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,496,121 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,048,649 | PYOtherRevenueAmt |
| CY Other Revenue | $992,612 | CYOtherRevenueAmt |
| PY Total Revenue | $36,014,645 | PYTotalRevenueAmt |
| CY Total Revenue | $34,772,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,715,205 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,688,141 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,982,567 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,164,444 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,104 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,402,975 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,775,612 | PYOtherExpensesAmt |
| CY Other Expenses | $10,807,969 | CYOtherExpensesAmt |
| PY Total Expenses | $30,482,488 | PYTotalExpensesAmt |
| CY Total Expenses | $30,663,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,532,157 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,109,467 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,417,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,544,487 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,989,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,094,154 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,427,899 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,450,333 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AVON OLD FARMS SCHOOL STRIVES TO BE THE BEST COLLEGE PREPARATORY SCHOOL FOR BOYS BY CULTIVATING YOUNG MEN OF INTEGRITY, WHO HONOR WISDOM, JUSTICE, INCLUSION, SERVICE, AND THE PURSUIT OF TRUTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,758,208 | ExpenseAmt |
| Grant | $4,688,141 | GrantAmt |
| Revenue | $24,309,874 | RevenueAmt |
| Desc | INDEPENDENT SECONDARY SCHOOL WITH 288 BOARDING STUDENTS AND 97 DAY STUDENTS. | Desc |
| Total Program Service Expenses | $23,758,208 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 254 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A ORENSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604044103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 OLD FARMS ROAD | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM P AUSTIN | ||||||||
| CO-VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRETT BROWCHUK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW CAPUTO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN I COLE | ||||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 | |
| JAMES W CORRIGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA DE LA CRUZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J STRATFORD R DENNIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS DREW | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 | |
| JOHN EDWARDS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IRA LEESFIELD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEE GORDON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD H GORDON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN C GRAHAM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| CLAYTON JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEAL KEATING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WADE KIRBY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MAXWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WADE L MCDEVITT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDAN L MCKERNAN | ||||||||
| CO-VICE CHAIRMAN/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN A NOLAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN A ORDWAY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY B SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WENDLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORBERT WILLIAMSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH WINEMASTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA PRESTON WOODWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH H LAROCQUE | ||||||||
| HEADMASTER | 50.00 | Yes (X) | $403,180 | $0 | $96,470 | |||
| ROBERT A ORENSTEIN | ||||||||
| CFO | 50.00 | Yes (X) | $254,793 | $0 | $65,984 | |||
| JOHN T GARDNER | ||||||||
| ASSOCIATE HEADMASTER | 50.00 | $198,682 | $0 | $70,266 | Yes (X) | |||
| JAMES DETORA | ||||||||
| DIRECTOR OF ALUMNI AND DEV | 50.00 | $156,269 | $0 | $64,204 | Yes (X) | |||
| PETER EVANS | ||||||||
| MAJOR GIFT OFFICER | 50.00 | $132,482 | $0 | $42,691 | Yes (X) | |||
| ROBERT DULLY | ||||||||
| DIRECTOR OF COMMUNICATIONS | 50.00 | $129,500 | $0 | $19,125 | Yes (X) | |||
| DEBRA CASE | ||||||||
| DIRECTOR OF TECHNOLOGY | 50.00 | $119,307 | $0 | $35,370 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,394,213 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $394,110 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PAVARINI | |||||
| 30 OAK ST 3RD FL | STAMFORD | CT | 06905 | BUILDING ADVISORY | $5,985,422 |
| COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | FOOD PREPARATION | $1,709,814 |
| PETRA CONSTRUCTION CORP | |||||
| 98 REBESCHI DR | NORTH HAVEN | CT | 06473 | BUILDING ADVISORY | $232,572 |
| E & R LAUNDRY | |||||
| 80 ROSS AVENUE | MANCHESTER | NH | 03103 | LAUNDRY SERVICES | $217,896 |
| MOBILE KITCHEN USA INC | |||||
| 2031 SLIDA LANE | ANAHEIM | CA | 92802 | TEMP KITCHEN | $185,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $55,750 | FundraisingAmt |
| All Other Contributions | $7,243,282 | AllOtherContributionsAmt |
| Noncash Contributions | $1,047,419 | NoncashContributionsAmt |
| Total Contributions | $7,299,032 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $23,801,125 | $23,801,125 |
| SUMMER SCHOOL TUITION | 611110 | $123,500 | $123,500 |
| LEARNING CENTER REVENU | 611110 | $60,131 | $60,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,984,756 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,315,522 | TotalRevenueColumnAmt |
| Exclusion | $1,315,522 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $81,807 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $81,807 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,807 | TotalRevenueColumnAmt |
| Exclusion | $81,807 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,010,026 | SecuritiesAmt |
| Other | $8,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,837,427 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,172,599 | SecuritiesAmt |
| Other | $8,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,180,599 | TotalRevenueColumnAmt |
| Exclusion | $1,180,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $99,070 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $55,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $56,418 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,652 | TotalRevenueColumnAmt |
| Exclusion | $42,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $343,514 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $232,354 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,160 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| HOCKEY RINK AND SQUASH | 713910 | $314,277 | $314,277 | ||
| SUMMER CAMP TUITION | 611710 | $309,827 | $168,388 | $141,439 | |
| MISCELLANEOUS INCOME | 900099 | $87,319 | $87,319 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,570 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $756,993 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,772,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,309,874 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $141,439 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,022,176 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,688,141 | TotalAmt |
| Program Services | $4,688,141 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,837 | TotalAmt |
| Program Services | $251,828 | ProgramServicesAmt |
| Management And General | $455,913 | ManagementAndGeneralAmt |
| Fundraising | $151,096 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,528,801 | TotalAmt |
| Program Services | $6,789,111 | ProgramServicesAmt |
| Management And General | $1,578,463 | ManagementAndGeneralAmt |
| Fundraising | $1,161,227 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,186,198 | TotalAmt |
| Program Services | $845,830 | ProgramServicesAmt |
| Management And General | $188,596 | ManagementAndGeneralAmt |
| Fundraising | $151,772 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,829,412 | TotalAmt |
| Program Services | $1,945,730 | ProgramServicesAmt |
| Management And General | $517,677 | ManagementAndGeneralAmt |
| Fundraising | $366,005 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,196 | TotalAmt |
| Program Services | $517,613 | ProgramServicesAmt |
| Management And General | $144,627 | ManagementAndGeneralAmt |
| Fundraising | $98,956 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,155 | TotalAmt |
| Management And General | $44,155 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,554 | TotalAmt |
| Management And General | $53,554 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Fundraising | $2,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,740 | TotalAmt |
| Management And General | $121,740 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,794 | TotalAmt |
| Program Services | $439,691 | ProgramServicesAmt |
| Management And General | $190,957 | ManagementAndGeneralAmt |
| Fundraising | $10,146 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,744 | TotalAmt |
| Program Services | $4,676 | ProgramServicesAmt |
| Management And General | $27,565 | ManagementAndGeneralAmt |
| Fundraising | $36,503 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,791 | TotalAmt |
| Program Services | $150,965 | ProgramServicesAmt |
| Management And General | $200,226 | ManagementAndGeneralAmt |
| Fundraising | $89,600 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,741 | TotalAmt |
| Program Services | $238,382 | ProgramServicesAmt |
| Management And General | $91,685 | ManagementAndGeneralAmt |
| Fundraising | $36,674 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,026,748 | TotalAmt |
| Program Services | $1,722,736 | ProgramServicesAmt |
| Management And General | $202,675 | ManagementAndGeneralAmt |
| Fundraising | $101,337 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,851 | TotalAmt |
| Program Services | $249,466 | ProgramServicesAmt |
| Management And General | $42,713 | ManagementAndGeneralAmt |
| Fundraising | $82,672 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,309 | TotalAmt |
| Program Services | $815,678 | ProgramServicesAmt |
| Management And General | $90,631 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,139,639 | TotalAmt |
| Program Services | $1,925,675 | ProgramServicesAmt |
| Management And General | $213,964 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $1,837,200 | $1,658,663 | $103,587 | $74,950 |
| STUDENT SUPPLIES & EXP | $550,747 | $536,603 | $14,001 | $143 |
| CAPITAL PROJECTS | $485,798 | $485,798 | ||
| STUDENT ACTIVITIES | $198,148 | $198,148 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,010 | TotalAmt |
| Program Services | $293,474 | ProgramServicesAmt |
| Management And General | $219,142 | ManagementAndGeneralAmt |
| Fundraising | $39,394 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,663,054 | TotalAmt |
| Program Services | $23,758,208 | ProgramServicesAmt |
| Management And General | $4,501,871 | ManagementAndGeneralAmt |
| Fundraising | $2,402,975 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,257,604 | BOYAmt |
| EOY | $1,926,112 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,996,695 | BOYAmt |
| EOY | $3,453,507 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,773,228 | BOYAmt |
| EOY | $7,112,406 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,455 | BOYAmt |
| EOY | $636,476 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,655 | BOYAmt |
| EOY | $89,610 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,027 | BOYAmt |
| EOY | $360,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,826,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,188,438 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,018,776 | BOYAmt |
| EOY | $61,638,024 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,436,387 | BOYAmt |
| EOY | $52,942,383 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,711 | BOYAmt |
| EOY | $385,720 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,417,538 | BOYAmt |
| EOY | $128,544,487 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,386,249 | BOYAmt |
| EOY | $914,311 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,685,200 | BOYAmt |
| EOY | $9,276,550 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,718,000 | BOYAmt |
| EOY | $20,917,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,190 | BOYAmt |
| EOY | $2,986,293 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,989,639 | BOYAmt |
| EOY | $34,094,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,450,998 | BOYAmt |
| EOY | $70,223,470 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,811,540 | BOYAmt |
| EOY | $10,535,149 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,165,361 | BOYAmt |
| EOY | $13,691,714 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,427,899 | BOYAmt |
| EOY | $94,450,333 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,417,538 | BOYAmt |
| EOY | $128,544,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,109,467 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,810 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,080,223 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,049,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,306,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,356,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,203,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,299,032 | CurrentTaxYearAmt |
| Total | $35,214,735 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,049,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,306,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,356,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,203,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,299,032 | CurrentTaxYearAmt |
| Total | $35,214,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,950,184 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,264,551 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,007,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,081,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,023,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,114,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,397,329 | CurrentTaxYearAmt |
| Total | $5,624,547 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,405 | CurrentTaxYearAmt |
| Total | $299,744 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $663,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $613,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $594,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500,666 | CurrentTaxYearAmt |
| Total | $2,945,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,084,935 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $116,249,096 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | HOCKEY RINK AND SQUASH REVENUE - 2014 AMOUNT: $ 369,077. 2015 AMOUNT: $ 364,373. 2016 AMOUNT: $ 339,634. 2017 AMOUNT: $ 345,720. 2018 AMOUNT: $ 314,277. MISCELLANEOUS - 2014 AMOUNT: $ 115,485. 2015 AMOUNT: $ 132,123. 2016 AMOUNT: $ 116,737. 2017 AMOUNT: $ 121,146. 2018 AMOUNT: $ 87,319. OTHER REVENUE - 2017 AMOUNT: $ 6,095. FUNDRAISING - 2014 AMOUNT: $ 100,608. 2015 AMOUNT: $ 98,204. 2016 AMOUNT: $ 90,352. 2017 AMOUNT: $ 110,278. 2018 AMOUNT: $ 99,070. INSURANCE PROCEEDS - 2014 AMOUNT: $ 78,500. 2015 AMOUNT: $ 18,490. 2016 AMOUNT: $ 27,520. 2017 AMOUNT: $ 10,901. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 97 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $5,521 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,841,939 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $5,106,775 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,886,379 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $51,056,039 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,118,513 | BeginningYearBalanceAmt |
| Contributions | $2,847,460 | ContributionsAmt |
| Investment Earnings Or Losses | $2,582,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $692,417 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,106,775 | OtherExpendituresAmt |
| End Year Balance | $56,749,719 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,838,581 | BeginningYearBalanceAmt |
| Contributions | $2,299,340 | ContributionsAmt |
| Investment Earnings Or Losses | $3,712,879 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $646,090 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,086,197 | OtherExpendituresAmt |
| End Year Balance | $57,118,513 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,553,212 | BeginningYearBalanceAmt |
| Contributions | $2,325,117 | ContributionsAmt |
| Investment Earnings Or Losses | $6,843,741 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,883,489 | OtherExpendituresAmt |
| End Year Balance | $52,838,581 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,130,963 | BeginningYearBalanceAmt |
| Contributions | $2,108,569 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,028,992 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,657,328 | OtherExpendituresAmt |
| End Year Balance | $46,553,212 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,828,750 | BeginningYearBalanceAmt |
| Contributions | $1,443,027 | ContributionsAmt |
| Investment Earnings Or Losses | $422,486 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,563,300 | OtherExpendituresAmt |
| End Year Balance | $47,130,963 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70840 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21660 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,020,662 | OtherCostOrOtherBasisAmt |
| Book Value | $5,020,662 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,006,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,535,600 | DepreciationAmt |
| Book Value | $54,470,645 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,560,254 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,197,976 | DepreciationAmt |
| Book Value | $362,278 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,239,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $454,862 | DepreciationAmt |
| Book Value | $1,784,439 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,638,024 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP AGREEMENT | Desc |
| Amt | $2,986,293 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,986,293 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INCOME FROM THE SCHOOL'S ENDOWMENT FUND IS APPROPRIATED FOR STUDENT FINANCIAL AID, FACULTY SALARIES AND BENEFITS AS WELL AS OTHER OPERATING EXPENSES OF THE SCHOOL, IN ACCORDANCE WITH DONOR-IMPOSED RESTRICTIONS AND THE SCHOOL'S BOARD APPROVED SPENDING POLICY. |
| PART X, LINE 2: | THE SCHOOL HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2019 AND 2018. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2016 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE NONDISCRIMINATORY POLICY IS PUBLISHED IN ALL SCHOOL CATALOGUES AND BROCHURES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PARENTS' DINNER/AUCTION | Event1Nm |
| Gross Receipts Event1 | $154,820 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $55,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $99,070 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $56,418 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $154,820 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $99,070 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $56,418 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,418 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $42,652 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS/STUDENT AID | GrantTypeTxt |
| Recipient | 136 | RecipientCnt |
| Non Cash Assistance | $4,688,141 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIPS & GRANTS ARE PROVIDED TO STUDENTS VIA A WAIVER OF TUITION, FEES AND OTHER CHARGES. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL FINANCIAL AID RECIPIENTS ARE REQUIRED TO COMPLETE A FINANCIAL AID STATEMENT AND PROVIDE THE NECESSARY SUPPORTING DOCUMENTATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH H LAROCQUE | ||||||||||||||
| HEADMASTER | $366,122 | $0 | $32,500 | $0 | $4,558 | $0 | $49,330 | $0 | $47,140 | $0 | $499,650 | $0 | $0 | $0 |
| ROBERT A ORENSTEIN | ||||||||||||||
| CFO | $239,793 | $0 | $15,000 | $0 | $0 | $0 | $42,757 | $0 | $23,227 | $0 | $320,777 | $0 | $0 | $0 |
| JOHN T GARDNER | ||||||||||||||
| ASSOCIATE HEADMASTER | $175,807 | $0 | $0 | $0 | $22,875 | $0 | $29,015 | $0 | $41,251 | $0 | $268,948 | $0 | $0 | $0 |
| JAMES DETORA | ||||||||||||||
| DIRECTOR OF ALUMNI AND DEV | $143,769 | $0 | $10,000 | $0 | $2,500 | $0 | $22,990 | $0 | $41,214 | $0 | $220,473 | $0 | $0 | $0 |
| PETER EVANS | ||||||||||||||
| MAJOR GIFT OFFICER | $102,282 | $0 | $0 | $0 | $30,200 | $0 | $15,415 | $0 | $27,276 | $0 | $175,173 | $0 | $0 | $0 |
| DEBRA CASE | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $116,807 | $0 | $0 | $0 | $2,500 | $0 | $18,094 | $0 | $17,276 | $0 | $154,677 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL REQUIRES THAT CERTAIN SENIOR LEADERSHIP RESIDE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE SAFETY AND SUPERVISION OF ITS STUDENTS, FACULTY AND OTHER CONSTITUENCIES WITHIN THE SCHOOL COMMUNITY OUTSIDE OF NORMAL BUSINESS HOURS. THESE RESIDENCES ALSO SERVE AS LOCATIONS FOR VARIOUS SCHOOL-RELATED EVENTS. |
| PART I, LINE 7 | AT THE DISCRETION OF THE BOARD OF DIRECTORS AND BASED UPON THE INDIVIDUAL'S PERFORMANCE AS COMPARED TO EXPECTATIONS SET BY THE BOARD OF DIRECTORS, THE HEADMASTER WAS AWARDED A BONUS DURING CALENDAR YEAR 2018. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| Bond Issued | 2013-11-01 | BondIssuedDt |
| Issue Price | $24,606,000 | IssuePriceAmt |
| Purpose | REFUNDING OF SERIES A AND B TAX EXEMPT BOND ISSUES AND RELATED COSTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,689,000 | RetiredAmt |
| Total Proceeds | $24,606,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $345,297 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $24,260,703 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 29.300000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,019,469 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,950 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | THE SCHOOL MAINTAINS ACCOUNTS WITH THIRD PARTY FINANCIAL INSTITUTIONS WHICH ARE USED TO LIQUIDATE GIFTS OF MARKETABLE SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DEE AND RICHARD H. GORDON ARE DIRECTORS WHO ARE RELATED THROUGH MARRIAGE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE SCHOOL'S 990 IS FIRST REVIEWED BY THE CFO AND CONTROLLER. ONCE ANY NECESSARY EDITS HAVE BEEN MADE, THE RETURN IS THEN PROVIDED TO THE TREASURER AND THE FINANCE COMMITTEE FOR FURTHER REVIEW AND APPROVAL. IT IS MADE AVAILABLE TO THE FULL BOARD BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE SECRETARY SHALL SEND TO EACH PERSON WHO IS A DIRECTOR OR OFFICER OF THE SCHOOL, AND TO THOSE KEY EMPLOYEES OF THE SCHOOL AS THE BOARD MAY DETERMINE, A COPY OF THIS POLICY REGARDING CONFLICT OF INTEREST, TOGETHER WITH A QUESTIONNAIRE INQUIRING AS TO CONFLICTS. ALL OTHER EMPLOYEES WILL BE MADE AWARE OF THE POLICY FROM THE DIRECTOR OF HUMAN RESOURCES, AND THEY SHOULD DISCLOSE ANY CONFLICTS OF INTEREST. IT SHALL BE THE DUTY OF EACH DIRECTOR, OFFICER AND KEY EMPLOYEE, AS THE CASE MAY BE, TO INFORM THE SECRETARY AND THE HEADMASTER OF ANY AND ALL CHANGES IN THE INFORMATION SET FORTH IN THE QUESTIONNAIRE OR OTHERWISE UPDATE THE SECRETARY IN A TIMELY FASHION. WHEN IN DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, OR MAY EXIST, IT SHALL BE THE DUTY OF EACH PERSON TO INFORM THE SECRETARY OR HEADMASTER FOR CLARIFICATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | AVON OLD FARMS COMPENSATION GOAL PROVIDES A TOTAL COMPENSATION PROGRAM WHICH RECOGNIZES INDIVIDUAL PERFORMANCE AND MAINTAINS A COMPETITIVE MARKET POSITION. THE SCHOOL'S HUMAN RESOURCES DEPARTMENT UTILIZES THE FOLLOWING FACTORS TO ESTABLISH EMPLOYEE PAY LEVELS AND BENEFITS INCLUDING: MARKET SURVEY OF COMPARABLE POSITIONS AT COMPARABLE PRIVATE SCHOOLS, PERFORMANCE EVALUATIONS, REGIONAL COST OF LIVING DIFFERENTIALS, AS WELL AS RECRUITMENT AND RETENTION EXPERIENCE. THE BOARD'S EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE EXECUTIVE AND KEY EMPLOYEES' COMPENSATION PACKAGES ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL PROVIDES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SWAP AGREEMENT -786,103. PROVISION FOR UNCOLLECTIBLE PLEDGES -294,120. |
| FORM 990, PART XII, LINE 2C: | THERE WERE NO CHANGES TO THE SCHOOL'S OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AVON OLD FARMS SCHOOL FOUNDATION | ||||||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | 066386828 | FORMED FOR THE PURPOSE OF OPERATING AS A SUPPORTING ORG. FOR THE SCHOOL. | CT | 501(C)(3) | LINE 12A, I | AVON OLD FARMS SCHOOL INC | Yes (1) |
| THE RIDDLE TRUST | ||||||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | 066074707 | PROVIDE FINANCIAL SUPPORT TO AVON OLD FARMS SCHOOL. | CT | 4947 (A)(1) | CHARITABLE TRUST | AVON OLD FARMS SCHOOL INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |