2018-05-15T12:27:51-05:00 2017-06-30 061386456 T M BYXBEE COMPANY PC PO BOX 187169 HAMDEN CT 06518 990 2016-07-01 060662113 THE CHESHIRE ACADEMY CHES 2032725396 10 MAIN STREET CHESHIRE CT 06410 JULIE ANDERSON INTERIM HEAD OF SCHOOL 2032725396 2018-02-05 1 PAMELA J MATOCHA P00572001 2032814933 2016 2022-09-23 18:48:47Z JULIE ANDERSON 10 MAIN STREET CHESHIRE CT 06410 27495159 0 X WWW.CHESHIREACADEMY.ORG X 1937 CT THE ACADEMY PROVIDES EDUCATIONAL ACTIVITIES TO APPROXIMATELY 437 STUDENTS GRADES 8-12. 16 16 209 0 177224 0 1455238 1401627 20643027 22018671 194260 431574 1580791 155589 23873316 24007461 4490096 4704410 0 0 10377871 11153606 0 0 966434 7946816 7482753 22814783 23340769 1058533 666692 37970458 39090183 7759372 7704675 30211086 31385508 X CHESHIRE ACADEMY IS A COLLEGE PREPARATORY, BOARDING AND DAY SCHOOL IN THE NEW ENGLAND TRADITION SERVING STUDENTS GRADE 8 THROUGH A POST-GRADUATE YEAR WITH THE FOLLOWING MISSION: BELIEVING IN THE VALUE OF EACH HUMAN BEING AND THE RICHNESS OF A DIVERSE COMMUNITY, CHESHIRE ACADEMY EXISTS TO PROVIDE A QUALITY EDUCATIONAL EXPERIENCE IN A CARING ENVIRONMENT WHERE INDIVIDUALS TAKE RESPONSIBILITY FOR THEIR PERSONAL GROWTH SO THAT THEY REACH THEIR FULL POTENTIAL AND MAKE A DIFFERENCE IN THE WORLD. 0 0 19465120 4704410 21997036 PRIVATE SCHOOL OF APPROXIMATELY 442 STUDENTS-GRADES 8-12 19465120 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 209 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X JULIE ANDERSON 2032725396 THE CHESHIRE ACADEMY 10 MAIN ST CHESHIRE CT 06410 DAVID G JEPSON TRUSTEE 8.00 X 0 0 0 DONALD ROSENBERG TRUSTEE 8.00 X 0 0 0 RONALD FEINSTEIN TRUSTEE 8.00 X 0 0 0 RICHARD CERRONE CHAIR 8.00 X X 0 0 0 SUZANNE FIELDS TRUSTEE 8.00 X 0 0 0 MICHAEL MAURO TREASURER 8.00 X X 0 0 0 PATRICK K MCCASKEY TRUSTEE 8.00 X 0 0 0 ARMANDO SIMOSA TRUSTEE 8.00 X 0 0 0 GREG KEITH TRUSTEE 8.00 X 0 0 0 HOWARD GREENSTONE VICE CHAIR 8.00 X X 0 0 0 RICHARD KATZ SECRETARY 8.00 X X 0 0 0 MARK TESTA TRUSTEE 8.00 X 0 0 0 ANDREW MOSS TRUSTEE 8.00 X 0 0 0 LENDWARD SIMPSON TRUSTEE 8.00 X 0 0 0 PATRICIA WILLIS CHIEF FINANCIAL OFFICER 40.00 X 145000 0 17702 JOHN NOZELL HEAD OF SCHOOL 40.00 X 367500 0 38884 BARBARA DAVIS DIRECTOR OF DEVELOPMENT 40.00 X 115000 0 18081 SCOTT POTTBECKER ASSOC HEAD OF SCHOOL-DIRECTOR OF ADMISSIONS 40.00 X 180991 0 10860 JULIE ANDERSON INTERIM HEAD OF SCHOOL-ACADEMIC AFFAIRS 40.00 X 115100 0 14455 TOM CHARETTE DIRECTOR OF FACILITIES 40.00 X 105000 0 22534 DAVID DYKEMAN ASSOC HEAD OF SCHOOL-COMM LIFE 40.00 X 110000 0 22834 1138591 0 145350 7 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 1471573 PBM PREFERRED BUILDING MAINTENANCE LLC 40 SOUTH END PLAZA NEW MILFORD CT 06776 CLEANING COMPANY 184669 LITCHFIELD BUILDERS 2199 STATE STREET HAMDEN CT 06517 CONSTRUCTION COMPANY 153600 INTERNATIONAL BACCALAUREATE ORGANIZATION PO BOX 5950 NEW YORK NY 10087 PROFESSIONAL DEVELOPMENT 114050 4 1401627 1401627 TUITION & SUMMER PROGRAMS 611710 21915962 21915962 OTHER INCOME 611710 102709 102709 22018671 309499 309499 3538223 3416148 122075 122075 122075 49915 71550 -21635 -21635 RENTS 531390 177224 177224 177224 24007461 21997036 177224 431574 X 4704410 4704410 367500 367500 7809577 6256019 1100925 452633 444531 327843 79646 37042 1910611 1652143 178631 79837 621387 457089 112142 52156 2706317 2435001 195124 76192 68017 68017 1048611 856858 113309 78444 73403 69991 1746 1666 626192 626192 431546 209985 133493 88068 125799 30964 91414 3421 51151 51151 1370224 1262114 108110 179562 162733 11487 5342 MISCELLANEOUS 745916 413778 240505 91633 BAD DEBT EXPENSE 56015 56015 23340769 19465120 2909215 966434 4570950 4424258 229356 233856 1780 82541 134986 164713 39920 35375 243332 418083 34348306 15388990 19254055 18959316 13496079 14772041 37970458 39090183 602493 632615 6266879 6302060 890000 770000 7759372 7704675 X 18745669 19551145 1958015 2266845 9507402 9567518 30211086 31385508 37970458 39090183 666692 507730 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10375906 42120 720714 406011 10732729 10620242 125592 -133259 236669 10375906 10634233 111837 169699 295527 10620242 9083020 1200898 712653 362338 10634233 8411257 468612 499878 296727 9083020 0 0 274681 274681 29854606 12555101 17299505 4219019 2833889 1385130 18959316 X 20044307 507730 507730 19536577 4470884 4470884 24007461 18869885 71550 71550 18798335 4542434 4542434 23340769 PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS IS TO BE USED FOR FACULTY ENRICHMENT, SCHOLARSHIPS AND CAPITAL IMPROVEMENTS. PART X, LINE 2: MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION AS DEFINED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 4,542,434. BOOKSTORE COST OF SALES -71,550. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF SALES 71,550. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 4,542,434. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NOTICE OF NONDISCRIMINATORY POLICY IS DISPLAYED ON THE ACADEMY'S WEBSITE. 1 WORKSHOPS, CONFERENCES 32 68721 STUDENT SCHOLARSHIPS/FINANCIAL AID 208 4635689 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE ACADEMY. GRANTS AND OTHER ASSISTANCE ARE SUPPORTED BY APPROPRIATE DOCUMENTATION AND APPROVALS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 PATRICIA WILLIS CHIEF FINANCIAL OFFICER 145000 0 0 0 0 0 8700 0 9002 0 162702 0 138600 0 JOHN NOZELL HEAD OF SCHOOL 367500 0 0 0 0 0 22650 0 16234 0 406384 0 397428 0 SCOTT POTTBECKER ASSOC HEAD OF SCHOOL-DIRECTOR OF ADM 180991 0 0 0 0 0 10860 0 0 0 191851 0 181004 0 X 2 69400 NYSE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ACADEMY PROVIDES A COPY OF THE FORM 990 TO ALL BOARD MEMBERS AND ALLOWS A TWO WEEK PERIOD FOR THEIR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ACADEMY REQUIRES THAT ALL BOARD MEMBERS ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE HEADMASTER'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS OR A SUBCOMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON THEIR REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 2,435,001. MANAGEMENT AND GENERAL EXPENSES 195,124. FUNDRAISING EXPENSES 76,192. TOTAL EXPENSES 2,706,317. FORM 990, PART XII, LINE 2C: PART XI, LINE 2C: COMMITTEE OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS: THE ACADEMY'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. THE AUDITORS PRESENT THE AUDITED FINANCIAL STATEMENTS TO THE BOARD OF TRUSTEES.