TRUSTEES OF WESTMINSTER SCHOOL INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF WESTMINSTER SCHOOL INC (EIN 06-0646960)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201931359349309218
- Schema version
- 2017v2.3
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T14:30:45-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INTERNATIONAL PLACE 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF WESTMINSTER SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 8604083000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 995 HOPMEADOW STREET | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE COLLINS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8604083000 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.251.63.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 18:45:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A6FE013E361255C01D59685EA5E402E2A66555A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F655607A01BC9414CB150F5C2D5B642F4B7C09E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM VN PHILIP | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 995 HOPMEADOW STREET | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,207,102 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTMINSTER-SCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE EDUCATIONAL PROGRAMS AND RELATED ACTIVITIES TO STUDENTS IN GRADES 9 THROUGH 12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 265 | TotalEmployeeCnt |
| Total Volunteers | 365 | TotalVolunteersCnt |
| Total Gross UBI | $316,639 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $160,302 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,377,509 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,001,995 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,779,868 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,635,454 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,832,214 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,035,818 | CYInvestmentIncomeAmt |
| PY Other Revenue | $480,000 | PYOtherRevenueAmt |
| CY Other Revenue | $725,852 | CYOtherRevenueAmt |
| PY Total Revenue | $42,469,591 | PYTotalRevenueAmt |
| CY Total Revenue | $32,399,119 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,600,930 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,498,555 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,209,225 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,550,470 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $42,251 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $18,465 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,641,829 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,085,413 | PYOtherExpensesAmt |
| CY Other Expenses | $15,879,514 | CYOtherExpensesAmt |
| PY Total Expenses | $32,937,819 | PYTotalExpensesAmt |
| CY Total Expenses | $34,947,004 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,531,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,547,885 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $223,378,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,176,788 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,773,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,308,758 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $157,605,320 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $158,868,030 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE EDUCATIONAL PROGRAMS AND RELATED ACTIVITES TO STUDENTS IN GRADES 9 THROUGH 12. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,400,286 | ExpenseAmt |
| Grant | $4,498,555 | GrantAmt |
| Revenue | $22,644,208 | RevenueAmt |
| Desc | PROVISION OF EDUCATIONAL PROGRAMS AND RELATED ACTIVITIES TO STUDENTS IN GRADES 9 THROUGH 12 (APPROXIMATELY 395 STUDENTS) | Desc |
| Total Program Service Expenses | $28,400,286 | 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 | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | 109 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 265 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | JULIE COLLINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604083000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 995 HOPMEADOW STREET | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEPHEN W BAILEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH C BAKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN GERRY BREED | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D BREWER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CURTIS F BROCKELMAN JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSANNA S BROWN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A COSENTINO JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD V DARDANI JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI P DURHAM | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MADELEINE EKHOLM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COLIN S FLINN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER FRAHM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| POWELL W HOLLY III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT T HORSFORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID H HOVEY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN R IRANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOYAHOENA OGILVIE JOHNSON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFFREY E KELTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNHARD L KOHN JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAE-YOUNG LEE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE KESSLER LENNOX | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS F LONDAL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN MARTIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS W MCCARGO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW D MCCULLOUGH JR | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| C BRADFORD RAYMOND | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS D SARGENT II | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRSTEN SICHLER WEBB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA L WHITELEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN D WILLIAMS IV | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| S BRADY MELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM VN PHILIP | |||||||
| HEADMASTER | 40.00 | $347,074 | $0 | $133,188 | Yes (X) | ||
| W THOMAS EARL | |||||||
| CFO, ASST TREASURER | 40.00 | $242,418 | $0 | $96,208 | Yes (X) | ||
| NEWELL GRANT | |||||||
| DIR OF ADVANCEMENT, ASST SECRETARY | 40.00 | $115,476 | $0 | $69,795 | Yes (X) | ||
| EDWARD PROBERT | |||||||
| ASSISTANT HEADMASTER FOR ADVANCEMENT | 40.00 | $262,237 | $0 | $24,967 | Yes (X) | ||
| NANCY SPENCER | |||||||
| ASSISTANT HEADMASTER | 40.00 | $152,081 | $0 | $65,078 | Yes (X) | ||
| PETER SMITH | |||||||
| MEDICAL DIRECTOR | 40.00 | $137,837 | $0 | $30,798 | Yes (X) | ||
| WILLARD SISTARE | |||||||
| DIRECTOR OF STUDIES | 40.00 | $135,631 | $0 | $47,168 | Yes (X) | ||
| JON DEVEAUX | |||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $135,198 | $0 | $61,537 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,527,952 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $528,739 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| BARTLETT BRAINARD EACOTT INC | |||||
| 70 GRFFIN RD SOUTH | BLOOMFIELD | CT | 06002 | RENOVATION SERVICES | $7,346,467 |
| COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | FOOD AND DINING SERVICES | $1,003,864 |
| LUPACHINO & SALVATORE INC | |||||
| 15 NORTHWOOD DR | BLOOMFIELD | CT | 06002 | RENOVATION SERVICES | $497,347 |
| SIFCO INC | |||||
| 2643 DAY HILL RD | WINDSOR | CT | 06095 | RENOVATION SERVICES | $364,189 |
| GUND PARTNERSHIP INC | |||||
| 47 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | ARCHITECTURAL SERVICES | $212,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,001,995 | AllOtherContributionsAmt |
| Noncash Contributions | $960,672 | NoncashContributionsAmt |
| Total Contributions | $6,001,995 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $22,574,846 | $22,574,846 |
| OTHER STUDENT SERVICE FEES | 611110 | $60,608 | $60,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,635,454 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,306,812 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $97,822 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,208,990 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,365,533 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,636,527 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,729,006 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,729,006 | TotalRevenueColumnAmt |
| Exclusion | $1,729,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $205,447 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $171,456 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,991 | TotalRevenueColumnAmt |
| Exclusion | $33,991 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $464,290 | $464,290 | ||
| HOCKEY RINK | 900099 | $152,864 | $152,864 | ||
| RENTAL OF FACILITIES - CAMPS | 721000 | $74,707 | $65,953 | $8,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $691,861 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,399,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,644,208 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $316,639 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,436,277 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,000 | TotalAmt |
| Program Services | $122,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,376,555 | TotalAmt |
| Program Services | $4,376,555 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,371 | TotalAmt |
| Program Services | $189,757 | ProgramServicesAmt |
| Management And General | $553,735 | ManagementAndGeneralAmt |
| Fundraising | $94,879 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,871,223 | TotalAmt |
| Program Services | $7,718,090 | ProgramServicesAmt |
| Management And General | $848,928 | ManagementAndGeneralAmt |
| Fundraising | $1,304,205 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,211 | TotalAmt |
| Program Services | $726,288 | ProgramServicesAmt |
| Management And General | $95,286 | ManagementAndGeneralAmt |
| Fundraising | $140,637 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,114,958 | TotalAmt |
| Program Services | $1,839,941 | ProgramServicesAmt |
| Management And General | $134,949 | ManagementAndGeneralAmt |
| Fundraising | $140,068 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,707 | TotalAmt |
| Program Services | $575,030 | ProgramServicesAmt |
| Management And General | $92,452 | ManagementAndGeneralAmt |
| Fundraising | $96,225 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,878 | TotalAmt |
| Management And General | $93,878 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,588 | TotalAmt |
| Management And General | $59,588 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,465 | TotalAmt |
| Fundraising | $18,465 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,158 | TotalAmt |
| Management And General | $441,158 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,052 | TotalAmt |
| Program Services | $90,052 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,871 | TotalAmt |
| Program Services | $34,723 | ProgramServicesAmt |
| Management And General | $11,574 | ManagementAndGeneralAmt |
| Fundraising | $11,574 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,478,310 | TotalAmt |
| Program Services | $1,330,479 | ProgramServicesAmt |
| Management And General | $147,831 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,879 | TotalAmt |
| Program Services | $82,277 | ProgramServicesAmt |
| Management And General | $61,179 | ManagementAndGeneralAmt |
| Fundraising | $11,423 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,739,911 | TotalAmt |
| Program Services | $1,565,920 | ProgramServicesAmt |
| Management And General | $173,991 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,347,752 | TotalAmt |
| Program Services | $4,812,977 | ProgramServicesAmt |
| Management And General | $534,775 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,019 | TotalAmt |
| Program Services | $227,411 | ProgramServicesAmt |
| Management And General | $75,804 | ManagementAndGeneralAmt |
| Fundraising | $75,804 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DEPARTMENTAL EXPENDITUR | $2,120,335 | $2,120,335 | ||
| FOOD SERVICE | $1,310,837 | $1,310,837 | ||
| ADVANCEMENT | $713,755 | $713,755 | ||
| PLANT RESTORATION | $297,767 | $267,990 | $29,777 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,594,402 | TotalAmt |
| Program Services | $1,009,624 | ProgramServicesAmt |
| Management And General | $549,984 | ManagementAndGeneralAmt |
| Fundraising | $34,794 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,947,004 | TotalAmt |
| Program Services | $28,400,286 | ProgramServicesAmt |
| Management And General | $3,904,889 | ManagementAndGeneralAmt |
| Fundraising | $2,641,829 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,875,186 | BOYAmt |
| EOY | $1,000,955 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,031,809 | BOYAmt |
| EOY | $16,743,565 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,771,598 | BOYAmt |
| EOY | $10,516,906 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,296 | BOYAmt |
| EOY | $440,279 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,282 | BOYAmt |
| EOY | $163,054 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,941 | BOYAmt |
| EOY | $302,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $172,598,971 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,814,135 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,638,977 | BOYAmt |
| EOY | $99,784,836 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,414,044 | BOYAmt |
| EOY | $13,381,191 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,895,198 | BOYAmt |
| EOY | $78,997,385 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,888,440 | BOYAmt |
| EOY | $1,846,549 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,378,771 | BOYAmt |
| EOY | $223,176,788 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,388,140 | BOYAmt |
| EOY | $1,746,994 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,500,761 | BOYAmt |
| EOY | $8,135,048 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,076,944 | BOYAmt |
| EOY | $49,746,097 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,352,370 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,807,606 | BOYAmt |
| EOY | $1,328,249 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,773,451 | BOYAmt |
| EOY | $64,308,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,509,450 | BOYAmt |
| EOY | $105,651,074 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,220,328 | BOYAmt |
| EOY | $30,127,747 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,875,542 | BOYAmt |
| EOY | $23,089,209 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,605,320 | BOYAmt |
| EOY | $158,868,030 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,378,771 | BOYAmt |
| EOY | $223,176,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,547,885 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,765,595 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $45,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $4,425,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,949,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,554,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,377,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,001,995 | CurrentTaxYearAmt |
| Total | $60,308,916 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,425,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,949,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,554,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,377,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,001,995 | CurrentTaxYearAmt |
| Total | $60,308,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,385,199 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,923,717 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $412,594 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,007,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,179,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,306,812 | CurrentTaxYearAmt |
| Total | $4,202,161 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $223,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $284,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $173,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,302 | CurrentTaxYearAmt |
| Total | $1,133,643 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $470,340 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $725,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $419,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $669,737 | CurrentTaxYearAmt |
| Total | $2,783,050 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,427,770 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $104,427,794 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,780,840 | BeginningYearBalanceAmt |
| Contributions | $681,995 | ContributionsAmt |
| Investment Earnings Or Losses | $5,804,773 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $759,664 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,112,309 | OtherExpendituresAmt |
| End Year Balance | $103,395,635 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,422,835 | BeginningYearBalanceAmt |
| Contributions | $2,238,373 | ContributionsAmt |
| Investment Earnings Or Losses | $11,219,632 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $578,900 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,521,100 | OtherExpendituresAmt |
| End Year Balance | $100,780,840 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,950,196 | BeginningYearBalanceAmt |
| Contributions | $3,800,952 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,228,313 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $629,273 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,470,727 | OtherExpendituresAmt |
| End Year Balance | $91,422,835 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,550,892 | BeginningYearBalanceAmt |
| Contributions | $2,014,918 | ContributionsAmt |
| Investment Earnings Or Losses | $4,384,386 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $563,014 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,436,986 | OtherExpendituresAmt |
| End Year Balance | $93,950,196 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,447,344 | BeginningYearBalanceAmt |
| Contributions | $1,484,090 | ContributionsAmt |
| Investment Earnings Or Losses | $10,519,458 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $514,641 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,385,359 | OtherExpendituresAmt |
| End Year Balance | $91,550,892 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,024,909 | OtherCostOrOtherBasisAmt |
| Book Value | $11,024,909 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,320,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,620,156 | DepreciationAmt |
| Book Value | $86,700,476 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,154,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,193,979 | DepreciationAmt |
| Book Value | $1,960,316 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,135 | OtherCostOrOtherBasisAmt |
| Book Value | $99,135 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,784,836 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $78,997,385 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $78,997,385 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER SPLIT INTEREST | $112,124 |
| INTEREST RATE SWAP | $1,216,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,328,249 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $30,631,499 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,765,615 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $45,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $99,798 | OtherRevenueAmt |
| Revenue Not Reported | $3,910,413 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,721,086 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $441,158 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,236,875 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,678,033 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,399,119 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,368,769 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $171,456 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $171,456 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,197,313 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $441,158 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,308,533 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,749,691 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,947,004 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS SUPPORT SCHOLARSHIPS, FACULTY ENRICHMENT, INSTRUCTION, STUDENT ACTIVITIES, AND LIBRARY AND CAPITAL IMPROVEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CAMPUS STORE EXPENSES 171,456. PLEDGE ALLOWANCE DISCOUNT WRITE OFF -71,658. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/TUITION REMISSION 5,236,875. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CAMPUS STORE EXPENSES 171,456. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/TUITION REMISSION 5,236,875. PLEDGE ALLOWANCE DISCOUNT WRITE OFF 71,658. |
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 | 0 | 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 | WESTMINSTER SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN INTERNAL AND EXTERNAL COMMUNICATIONS, AND AT THE BOTTOM OF EVERY PAGE OF THE WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICE | RECRUITMENT OF STUDENTS | $29,904 |
| EUROPE | 0 | 0 | PROGRAM SERVICE | RECRUITMENT OF STUDENTS | $10,716 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | FUNDRAISING | $16,385 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | RECRUITMENT OF STUDENTS | $658 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $16,620,491 | |
| MIDDLE EAST | 0 | 0 | PROGRAM SERVICES | RECRUITMENT OF STUDENTS | $2,846 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | FUNDRAISING | $3,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $16,684,760 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,684,760 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET WEST | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING ON IN HOUSE FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $18,465 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $18,465 | TotalRetainedByContractorsAmt |
| Licensed States | CT | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN OF SIMSBURY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 933 HOPMEADOW STREET | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | SECTION 115 | IRCSectionDesc |
| Cash Grant | $122,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | CHARITABLE CONTRIBUTION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 115 | RecipientCnt |
| Cash Grant | $4,376,555 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION ASSISTANCE | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY SCHOOL AND STUDENT SERVICES GUIDELINES WHICH PROVIDES A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM VN PHILIP | ||||||||||||||
| HEADMASTER | $346,857 | $0 | $217 | $0 | $0 | $0 | $95,298 | $0 | $37,890 | $0 | $480,262 | $0 | $0 | $0 |
| W THOMAS EARL | ||||||||||||||
| CFO, ASST TREASURER | $242,201 | $0 | $217 | $0 | $0 | $0 | $82,500 | $0 | $13,708 | $0 | $338,626 | $0 | $0 | $0 |
| NEWELL GRANT | ||||||||||||||
| DIR OF ADVANCEMENT, ASST SECRETARY | $115,259 | $0 | $217 | $0 | $0 | $0 | $17,500 | $0 | $52,295 | $0 | $185,271 | $0 | $0 | $0 |
| EDWARD PROBERT | ||||||||||||||
| ASSISTANT HEADMASTER FOR ADVANCEMENT | $262,020 | $0 | $217 | $0 | $0 | $0 | $15,750 | $0 | $9,217 | $0 | $287,204 | $0 | $0 | $0 |
| NANCY SPENCER | ||||||||||||||
| ASSISTANT HEADMASTER | $151,864 | $0 | $217 | $0 | $0 | $0 | $21,250 | $0 | $43,828 | $0 | $217,159 | $0 | $0 | $0 |
| PETER SMITH | ||||||||||||||
| MEDICAL DIRECTOR | $137,620 | $0 | $217 | $0 | $0 | $0 | $12,495 | $0 | $18,303 | $0 | $168,635 | $0 | $0 | $0 |
| WILLARD SISTARE | ||||||||||||||
| DIRECTOR OF STUDIES | $135,414 | $0 | $217 | $0 | $0 | $0 | $16,375 | $0 | $30,793 | $0 | $182,799 | $0 | $0 | $0 |
| JON DEVEAUX | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $134,981 | $0 | $217 | $0 | $0 | $0 | $17,750 | $0 | $43,787 | $0 | $196,735 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. THIS IS TREATED AS NONTAXABLE. |
| PART I, LINE 4B | WILLIAM V.N. PHILIP, W. THOMAS EARL, AND NEWELL GRANT PARTICIPATE IN A SECTION 457(F) PLAN. THIS IS SUBJECT TO A VESTING SCHEDULE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 060806186 | 20774U2P9 | 2010-04-14 | $6,336,657 | REFUND SERIES B | 0 | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 060806186 | 2012-06-29 | $6,125,000 | CONSTRUCT DORMITORY | 0 | 0 | 0 | |
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 060806186 | 20774Y5U2 | 2014-09-24 | $20,605,385 | REFUND SERIES E | 0 | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| D | 060806186 | 2015-04-30 | $5,556,000 | REFUND SERIES D | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,010,000 | $6,336,657 | $493,515 | $5,806,295 | $44,450 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $790,000 | $6,125,000 | $122,500 | 0 | 0 | Yes (1) | Yes (1) | $6,002,500 | 2013 | ||
| C | $815,000 | $20,605,385 | $1,812,880 | $18,447,835 | $344,670 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| D | $1,339,000 | $5,556,000 | $4,805,418 | $83,602 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0.00500 | 0.00500 | Yes (1) | 0 | Yes (1) | |
| B | 0 | 0 | Yes (1) | 0 | 0.01400 | 0.01400 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 0 | Yes (1) | |||
| D | 0 | 0 | Yes (1) | 0 | 0.01100 | 0.01100 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORI DATE THE REBATE COMPUTATION WAS PERFORMED: 04/14/2015 ISSUER NAME: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORI DATE THE REBATE COMPUTATION WAS PERFORMED: 06/29/2017 | ExplanationTxt |
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 | 2015-08-19 | BondIssuedDt |
| Issue Price | $10,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCT DINING HALL & STUDENT AND FACULTY RESIDENCES | 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 |
| Total Proceeds | $10,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $135,750 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $9,864,250 | CapitalExpendituresAmt |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| 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 | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.01900 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.01900 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | 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 | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| W THOMAS EARL | |||||||
| EMPLOYEE | MORTGAGE | Yes (X) | $232,000 | $189,518 | 0 | Yes (1) | Yes (1) |
| W GRAHAM COLE | |||||||
| RETIRED HEADMASTER | MORTGAGE | Yes (X) | $200,000 | $59,101 | 0 | Yes (1) | Yes (1) |
| JON DEVEAUX | |||||||
| EMPLOYEE | MORTGAGE | Yes (X) | $250,000 | $191,660 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $440,279 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| VIRGINIA EARL | |||
| CFO'S SPOUSE | $75,688 | EMPLOYMENT | 0 |
| JENNIFER PHILIP | |||
| HEADMASTER'S SPOUSE | $33,108 | EMPLOYMENT | 0 |
| SUBSTANTIAL DONOR | |||
| SUBSTANTIAL DONOR | $212,326 | PROFESSIONAL SERVICES | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 80 | ContributionCnt |
| Noncash Contributions Rpt F990 | $960,672 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | PART 1 LINE 9 - PUBLICLY TRADED SECURITIES FROM 49 DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED INTERNALLY AND REVIEWED BY INTERNAL MANAGEMENT. THE FORM 990 IS REVIEWED BY OUTSIDE TAX PREPARER. PRIOR TO FILING A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. SCHEDULE B - SCHEDULE OF CONTRIBUTORS - IS NOT INCLUDED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT/QUESTIONNAIRE IS MAILED TO ALL BOARD OF TRUSTEE MEMBERS IN THE FALL. THE FORMS ARE RETURNED IN A STAMPED SELF ADDRESSED ENVELOPE TO THE HEADMASTER'S ASSISTANT. IF THERE IS AN ACTUAL OR POTENTIAL CONFLICT IT IS DISCLOSED TO AN OFFICER OF THE ORGANIZATION SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DETERMINATION - FOR THE HEADMASTER - THE CHAIRMAN OF THE BOARD ANUALLY PERFORMS A PERFORMANCE REVIEW AND SETS GOALS WITH THE HEADMASTER. COMPARABILITY DATA FROM SCHOOLS OF SIMILAR TYPE ARE REVIEWED. COMPENSATION IS SET FROM THIS REVIEW. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. FOR ALL OTHER EMPLOYEES - THE BOARD APPROVES OVERALL SALARY PACKAGES FOR ALL OTHER EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE PROVIDED WHEN REQUESTED. |
| PART XI, LINE 2C | THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUST (2) | |||
| CHARITABLE TRUST | CT | T | Yes (1) |
| POOLED INCOME FUND (1) | |||
| POOLED INCOME FUND | CT | T | 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 |