SALISBURY SCHOOL INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SALISBURY SCHOOL INC (EIN 06-0646888)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-15
- IRS object ID
- 201723199349308867
- Schema version
- 2016v3.0
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:44:53-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNELL PACE & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 FARMINGTON AVE STE 201 | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALISBURY SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALI | BusinessNameControlTxt |
| Phone | 8604355711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 CANAAN RD | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SCHMIDT | PersonNm |
| Person Title | BUSINESS MANAGER | PersonTitleTxt |
| Phone | 8604355711 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM CLARK | PreparerPersonNm |
| Phone | 8602473917 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.95.123.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 10:44:20 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3270973D965F78E3A20BDB4F7A3FBC1F4CAF4925 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 690DB3FB5C8FD11B804B36D40D97BBCF5DC09332 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK SCHMIDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Canaan Rd | AddressLine1Txt |
| City | Salisbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,023,420 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.salisburyschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1901 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | Education: Salisbury School is an independent boy's secondary school (grades 9 thru 12) for boarding and day students. The school recruits students from around the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 244 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $161,844 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,391,448 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,351,368 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,495,278 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,918,469 | CYProgramServiceRevenueAmt |
| PY Investment Income | $473,849 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,015,147 | CYInvestmentIncomeAmt |
| PY Other Revenue | $297,490 | PYOtherRevenueAmt |
| CY Other Revenue | $271,699 | CYOtherRevenueAmt |
| PY Total Revenue | $24,658,065 | PYTotalRevenueAmt |
| CY Total Revenue | $25,556,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,205,089 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,323,150 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,909,225 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,834,589 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,261,453 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,603,827 | PYOtherExpensesAmt |
| CY Other Expenses | $10,955,716 | CYOtherExpensesAmt |
| PY Total Expenses | $25,718,141 | PYTotalExpensesAmt |
| CY Total Expenses | $26,113,455 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,060,076 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$556,772 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $207,272,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $225,253,100 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $97,349,149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $105,476,644 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $109,923,239 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $119,776,456 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Education: | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,543,385 | ExpenseAmt |
| Grant | $4,323,150 | GrantAmt |
| Revenue | $18,600,032 | RevenueAmt |
| Desc | SALISBURY SCHOOL IS AN INDEPENDENT BOY'S SECONDARY SCHOOL (GRADES 9 THRU 12) FOR BOARDING AND DAY STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $92,757 | ExpenseAmt |
| Revenue | $533,923 | RevenueAmt |
| Desc | SALISBURY SUMMER SCHOOL IS AN INDEPENDENT READING AND ENGLISH CO-ED SUMMER SCHOOL (GRADES 8 THRU 12) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,636,142 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 244 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Josephine Leary | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604355711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Canaan Rd | AddressLine1Txt |
| City | Salisbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06068 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SEE ATTACHED LIST | ||||||||
| of unpaid trustees | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHISHOLM CHANDLER | ||||||||
| Headmaster | 40.00 | $357,317 | $0 | $137,221 | Yes (X) | Yes (X) | ||
| MARK SCHMIDT | ||||||||
| Chief Financial Officer | 40.00 | $200,427 | $0 | $34,596 | Yes (X) | Yes (X) | ||
| ROBERT WYNNE | ||||||||
| Dir. of College Adv | 40.00 | $137,393 | $0 | $59,671 | Yes (X) | |||
| JOSEPHINE LEARY | ||||||||
| Controller | 40.00 | $125,069 | $0 | $12,500 | Yes (X) | |||
| PETER GILBERT | ||||||||
| Director of Admissions | 40.00 | $145,017 | $0 | $54,471 | Yes (X) | |||
| WILLIAM BOYER | ||||||||
| Director of Buildings and Grounds | 40.00 | $100,410 | $0 | $38,668 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,065,633 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $337,127 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| United Construction and Engineering Inc | |||||
| PO Box 1088 | Torrington | CT | 06790 | Construction | $2,153,538 |
| Lindell Fuels Inc | |||||
| PO Box 609 | Canaan | CT | 06018 | Fuel | $268,246 |
| US Foodservice Inc | |||||
| Box 642554 | Pittsburgh | PA | 15264 | Food service | $247,837 |
| Sysco Connecticut LLC | |||||
| Box 4003 | Rocky Hill | CT | 06067 | Food service | $243,828 |
| Ginsberg's Foods | |||||
| Rt 66 PO Box 17 | Hudson | NY | 06018 | Food service | $211,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,351,368 | AllOtherContributionsAmt |
| Noncash Contributions | $432,810 | NoncashContributionsAmt |
| Total Contributions | $3,351,368 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Student Tuition & Fees | 611600 | $19,133,955 |
| Auxiliary Services | 611600 | $784,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,918,469 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $548,290 | TotalRevenueColumnAmt |
| Exclusion | $548,290 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,933,594 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $466,737 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,466,857 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,466,857 | TotalRevenueColumnAmt |
| Exclusion | $1,466,857 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenues | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | $271,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,855 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $161,844 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $271,699 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,556,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,028,324 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $161,844 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,015,147 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583,300 | TotalAmt |
| Program Services | $3,583,300 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,850 | TotalAmt |
| Program Services | $739,850 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,744 | TotalAmt |
| Program Services | $357,317 | ProgramServicesAmt |
| Management And General | $200,427 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,793,037 | TotalAmt |
| Program Services | $5,284,660 | ProgramServicesAmt |
| Management And General | $1,865,930 | ManagementAndGeneralAmt |
| Fundraising | $642,447 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,481 | TotalAmt |
| Program Services | $320,154 | ProgramServicesAmt |
| Management And General | $148,586 | ManagementAndGeneralAmt |
| Fundraising | $65,741 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,367,751 | TotalAmt |
| Program Services | $750,382 | ProgramServicesAmt |
| Management And General | $481,152 | ManagementAndGeneralAmt |
| Fundraising | $136,217 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,576 | TotalAmt |
| Program Services | $411,687 | ProgramServicesAmt |
| Management And General | $123,396 | ManagementAndGeneralAmt |
| Fundraising | $46,493 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,840 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $405,840 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,215 | TotalAmt |
| Program Services | $719,256 | ProgramServicesAmt |
| Management And General | $162,710 | ManagementAndGeneralAmt |
| Fundraising | $81,249 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,084 | TotalAmt |
| Program Services | $46,755 | ProgramServicesAmt |
| Management And General | $59,101 | ManagementAndGeneralAmt |
| Fundraising | $3,228 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,894 | TotalAmt |
| Program Services | $63,245 | ProgramServicesAmt |
| Management And General | $257,597 | ManagementAndGeneralAmt |
| Fundraising | $83,052 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,872 | TotalAmt |
| Program Services | $96,246 | ProgramServicesAmt |
| Management And General | $116,126 | ManagementAndGeneralAmt |
| Fundraising | $52,500 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,530 | TotalAmt |
| Program Services | $1,111,091 | ProgramServicesAmt |
| Management And General | $151,022 | ManagementAndGeneralAmt |
| Fundraising | $417 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,871 | TotalAmt |
| Program Services | $2,121 | ProgramServicesAmt |
| Management And General | $100,712 | ManagementAndGeneralAmt |
| Fundraising | $38,038 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,986 | TotalAmt |
| Program Services | $99,986 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,473,965 | TotalAmt |
| Program Services | $1,473,965 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,001,976 | TotalAmt |
| Program Services | $3,001,976 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,487 | TotalAmt |
| Program Services | $244,308 | ProgramServicesAmt |
| Management And General | $5,453 | ManagementAndGeneralAmt |
| Fundraising | $2,726 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplies | $353,795 | $323,160 | $25,574 | $5,061 |
| Student incidentals | $1,701,395 | $1,491,392 | $105,719 | $104,284 |
| General expenses | $521,806 | $515,291 | $6,515 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,113,455 | TotalAmt |
| Program Services | $20,636,142 | ProgramServicesAmt |
| Management And General | $4,215,860 | ManagementAndGeneralAmt |
| Fundraising | $1,261,453 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,474,747 | BOYAmt |
| EOY | $1,263,111 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,627,506 | BOYAmt |
| EOY | $15,953,117 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,068,087 | BOYAmt |
| EOY | $2,474,234 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,402 | BOYAmt |
| EOY | $100,126 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,149 | BOYAmt |
| EOY | $188,677 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,777 | BOYAmt |
| EOY | $678,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $106,055,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,728,904 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,439,380 | BOYAmt |
| EOY | $68,327,043 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,786,478 | BOYAmt |
| EOY | $51,009,589 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,870,862 | BOYAmt |
| EOY | $85,258,549 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,272,388 | BOYAmt |
| EOY | $225,253,100 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,356,684 | BOYAmt |
| EOY | $2,746,983 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,089,947 | BOYAmt |
| EOY | $8,120,589 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,036,000 | BOYAmt |
| EOY | $47,034,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $33,863 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,866,518 | BOYAmt |
| EOY | $47,541,209 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,349,149 | BOYAmt |
| EOY | $105,476,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,745,321 | BOYAmt |
| EOY | $47,605,068 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,507,660 | BOYAmt |
| EOY | $72,171,388 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,670,258 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,923,239 | BOYAmt |
| EOY | $119,776,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,272,388 | BOYAmt |
| EOY | $225,253,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$556,772 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,408,080 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,001,909 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,530,800 | BeginningYearBalanceAmt |
| Contributions | $340,806 | ContributionsAmt |
| Investment Earnings Or Losses | $6,418,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,685,732 | OtherExpendituresAmt |
| Administrative Expenses | $405,840 | AdministrativeExpensesAmt |
| End Year Balance | $84,199,006 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,675,718 | BeginningYearBalanceAmt |
| Contributions | -$6,238,580 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,157,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,405,172 | OtherExpendituresAmt |
| Administrative Expenses | $344,114 | AdministrativeExpensesAmt |
| End Year Balance | $80,530,800 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,114,115 | BeginningYearBalanceAmt |
| Contributions | $8,995,430 | ContributionsAmt |
| Investment Earnings Or Losses | $131,286 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,228,816 | OtherExpendituresAmt |
| Administrative Expenses | $336,297 | AdministrativeExpensesAmt |
| End Year Balance | $91,675,718 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,832,690 | BeginningYearBalanceAmt |
| Contributions | $3,296,357 | ContributionsAmt |
| Investment Earnings Or Losses | $7,407,150 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,077,149 | OtherExpendituresAmt |
| Administrative Expenses | $344,933 | AdministrativeExpensesAmt |
| End Year Balance | $85,114,115 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,793,894 | BeginningYearBalanceAmt |
| Contributions | $6,269,159 | ContributionsAmt |
| Investment Earnings Or Losses | $4,954,341 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,871,713 | OtherExpendituresAmt |
| Administrative Expenses | $312,991 | AdministrativeExpensesAmt |
| End Year Balance | $76,832,690 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,306,500 | OtherCostOrOtherBasisAmt |
| Book Value | $1,306,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,494,239 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,575,956 | DepreciationAmt |
| Book Value | $65,918,283 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,255,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,152,948 | DepreciationAmt |
| Book Value | $1,102,260 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,327,043 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (27 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Kabouter Int'l Opportunites | $1,619,160 | F |
| Brencourt Multi Strategy | $136,027 | F |
| Davidson Kempner International | $2,607,975 | F |
| Discovery Global Opportunities Fund | $1,630,881 | F |
| Mineral Acquisition Partners, Inc. | $1,776,512 | F |
| Common Fund - Capital Partners | $49,478 | F |
| Sanderson International Fund | $5,060,026 | F |
| OZ Overseas Fund II | $166,064 | F |
| Clearwater Fund III | $380,495 | F |
| Sankaty Credit Opportunities | $109,811 | F |
| Dune Real Estate Parallel Fund | $696,866 | F |
| Conatus Capital Overseas Ltd | $104,685 | F |
| Regiment Capital Special Situation | $298,267 | F |
| York European Opportunities Unit Tr | $1,982,829 | F |
| Cambridge Fund | $8,314,231 | F |
| Hoplite Offshore Fund, Ltd | $2,447,531 | F |
| Dune Capital Management, LP | $118,047 | F |
| Southpoint Capital Advisors | $1,851,784 | F |
| Iridian Private Business Value Equity Fund, LP | $1,997,878 | F |
| Burgandy Funds Ltd | $1,205,816 | F |
| Gotham Hedged Value Strategies | $2,479,309 | F |
| Two Sigma | $3,690,242 | F |
| Stock Held For Sale | $14,112 | F |
| Breckinridge Fund | $4,949,849 | F |
| GQG Partners Global Equity Fund | $3,581,863 | F |
| Legal and General S&P 500 Fund, LLC | $1,560,794 | F |
| Mahout Global Emerging Markets | $2,179,057 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $51,009,589 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets held in charitable remainder trusts | $81,417,637 |
| Deposits | $33,184 |
| Deferred charge on refunding, net | $3,807,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $85,258,549 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Liability under trust agreements | Desc |
| Amt | $47,541,209 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $47,541,209 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $35,966,674 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,408,082 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,001,909 | OtherRevenueAmt |
| Revenue Not Reported | $10,409,991 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,556,683 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $25,556,683 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,113,455 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $26,113,455 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $26,113,455 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | Scholarship and other program related expenses |
| Pt XI, Line 2d | change in value of charitable trusts |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Line 3 | FormAndLineReferenceDesc |
| Explanation | STATEMENT OF NON-DISCRIMINATORY POLICY WAS PUBLISHED IN THE HARTFORD COURANT. | ExplanationTxt |
Schedule F IRS990ScheduleF
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Financial aid | Sub-Saharan Africa | 2 | NA | $121,750 | Financial Aid | FMV |
| Financial aid | Europe | 2 | NA | $27,000 | Financial Aid | FMV |
| Financial aid | East Asia and Pacific | 3 | NA | $77,500 | Financial Aid | FMV |
| Financial aid | North America | 11 | NA | $513,600 | Financial Aid | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial aid and tuition remission | GrantTypeTxt |
| Recipient | 95 | RecipientCnt |
| Non Cash Assistance | $3,583,300 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | financial aid | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| CHISHOLM CHANDLER | ||||
| $344,517 | $12,800 | $65,000 | $72,221 | $494,538 |
| MARK SCHMIDT | ||||
| $200,427 | $34,596 | $235,023 | ||
| ROBERT WYNNE | ||||
| $137,393 | $59,671 | $197,064 | ||
| PETER GILBERT | ||||
| $145,017 | $54,471 | $199,488 | ||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 4b | FormAndLineReferenceDesc |
| Explanation | deferred compensation plan | 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 | CHEFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20774UYH2 | CUSIPNum |
| Bond Issued | 2015-12-31 | BondIssuedDt |
| Issue Price | $48,194,000 | IssuePriceAmt |
| Purpose | Defease Series C | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $158,000 | RetiredAmt |
| Total Proceeds | $48,194,000 | TotalProceedsAmt |
| In Reserve Fund | $30,249 | InReserveFundAmt |
| Issuance Costs From Proceeds | $465,379 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $47,684,654 | OtherSpentProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | Yes (true) | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt IV ln 2c A | FormAndLineReferenceDesc |
| Explanation | May 22, 2013 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $432,810 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The audit committee then makes any needed changes and approves the Form 990 |
| Pt VI, Line 12c | The School annually certifies that there are no conflicts |
| Pt VI, Line 15a | The Compensation Committee reviews key employee compensation annually and presents a recommendation at the spring meeting. ABOPS compensation data is used for comparability studies. |
| Pt VI, Line 19 | All documents are available upon request and are on file in the business office of the School. |
| Pt VI, Line 15b | The Compensation Committee reviews key employee compensation annually and presents a recommendation at the spring meeting. ABOPS compensation data is used for comparability studies. |
| Pt XI | Change in value of charitable trusts |