2017-02-03T08:06:39-06:00 2016-06-30 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2015-07-01 060646681 INDIAN MOUNTAIN SCHOOL INC INDI 8604350871 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 CHERYL SLEBODA CFO 8604350871 2017-01-25 LOUIS A CRISCUOLO P01215715 2032489341 2015 2021-01-29 14:40:06Z JODY REILLY SOJA 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 13188748 0 X WWW.INDIANMOUNTAIN.ORG X 1922 CT TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 20 20 134 0 0 0 746936 797288 9426618 8553672 578378 629380 109914 88362 10861846 10068702 1229111 1086454 0 0 5927847 6154489 0 0 584451 3732632 3538352 10889590 10779295 -27744 -710593 20663036 19359107 3090433 2873472 17572603 16485635 TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. 0 0 8159149 1086454 8553672 BASIC PROGRAM SERVICE ACTIVITIES INCLUDING SCHOOL AND EDUCATION PROGRAMS FOR APPROXIMATELY 168 STUDENTS IN GRADES 5-9, AND APPROXIMATELY 60 STUDENTS IN GRADES PK-4. THIS INCLUDES BOTH DAY AND BOARDING STUDENTS. 8159149 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 66 0 1 134 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CHERYL SLEBODA CFO 8604350871 211 INDIAN MOUNTAIN ROAD LAKEVILLE CT 06039 MARIA HORN PRESIDENT 1.00 X X 0 0 0 JUSTIN C VAGLIANO VICE PRESIDENT 1.00 X X 0 0 0 GIAN ANDREA BOTTA TREASURER 1.00 X X 0 0 0 BRYAN MCCOY SECRETARY 1.00 X X 0 0 0 JOHN P BANNING JR TRUSTEE 1.00 X 0 0 0 ULRIKA EKMAN TRUSTEE 1.00 X 0 0 0 CANDACE HART TRUSTEE 1.00 X 0 0 0 JAMES HUSSEY TRUSTEE 1.00 X 0 0 0 MICHELLE BROWN TRUSTEE 1.00 X 0 0 0 JAMES KIGGEN TRUSTEE 1.00 X 0 0 0 DREW CASERTANO TRUSTEE 1.00 X 0 0 0 STEPHANIE COMFORT TRUSTEE 1.00 X 0 0 0 SARAH EUSTIS TRUSTEE 1.00 X 0 0 0 LORI GAROFALO TRUSTEE 1.00 X 0 0 0 SAMUEL F POSEY JR TRUSTEE 1.00 X 0 0 0 CHRISTOPHER SANGER TRUSTEE 1.00 X 0 0 0 ANNA TRAGGIO TRUSTEE 1.00 X 0 0 0 JOHN TONELLI TRUSTEE 1.00 X 0 0 0 DARREN WINSTON TRUSTEE 1.00 X 0 0 0 ELYSE HARNEY MORRIS TRUSTEE 1.00 X 0 0 0 JODY SOJA HEAD OF SCHOOL 40.00 X 95836 0 48613 CHERLY SLEBODA CHIEF FINANCIAL OFFICER 40.00 X 70329 0 11733 MARK A DEVEY FORMER HEAD OF SCHOOL 40.00 X 207252 0 72578 373417 0 132924 1 1 1 0 SAGE DINING SERVICES SUITE 100 1402 YORK ROAD LUTHERVILLE MD 21093 DINING/FOOD SERVICE 632217 1 797288 35314 797288 TUITION AND FEES 611110 8277603 8277603 AUX SERVICES: BOOKSTORE 611110 164658 164658 OTHER SCHOOL PROGRAM FEES 611110 111411 111411 8553672 144811 144811 3585233 3100664 484569 484569 484569 107744 19382 88362 88362 10068702 8553672 0 717742 1086454 1086454 426644 84083 258478 84083 4133117 3057301 836604 239212 122881 82176 34282 6423 1144370 1011609 89968 42793 327477 230332 75278 21867 47826 47826 58135 36 57566 533 1463905 1036114 277547 150244 144132 11971 124421 7740 604201 604201 94854 35803 28736 30315 38483 22928 14314 1241 12463 12463 773359 773359 136231 136231 PROFESSIONAL FEES 105998 16191 89807 BAD DEBT 58765 58765 10779295 8159149 2035695 584451 16225 16304 1377219 771532 704494 521974 290673 247282 96044 101067 161158 142167 22944012 13802745 9270449 9141267 8746774 8417514 20663036 19359107 541130 501804 1150293 1375838 1205522 800560 193488 195270 3090433 2873472 X 12630921 11628064 2517516 2421905 2424166 2435666 17572603 16485635 20663036 19359107 -710593 -376375 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8824043 11500 203821 315362 8724002 8595286 104600 413855 289698 8824043 7850001 21800 1046253 322768 8595286 7037322 22616 1071556 240038 41455 7850001 6926611 98144 540454 490807 37080 7037322 0.51690 0.27920 0.20390 0 0 409640 409640 19617275 11465214 8152061 2917097 2337531 579566 9141267 DEFERRED COMPENSATION 195270 195270 8577429 -376375 19382 -356993 8934422 47826 1086454 1134280 10068702 9664397 19382 19382 9645015 47826 1086454 1134280 10779295 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PAY FOR THE EXPENSES RELATED TO THE EDUCATIONAL PURPOSE OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 19,382. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 1,086,454. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 19,382. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 1,086,454. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISED IN LOCAL/REGIONAL NEWSPAPER ANNUALLY. AUCTION 107744 107744 19382 107744 107744 19382 19382 88362 1 FINANCIAL AID TO STUDENTS 64 1086454 FAIR MARKET VALUE REDUCTION OF TUITION COST CHARGED TO STUDENT PART I, LINE 2: THE ORGANIZATION MAINTAINS A FINANCIAL AID COMMITTEE OF FIVE INDIVIDUALS, INCLUDING THE HEAD OF SCHOOL, DIRECTOR OF ADMISSIONS, ASSOCIATE DIRECTOR OF ADMISSIONS, CHIEF FINANCIAL OFFICER, AND DIRECTOR OF FINANCIAL AID/CONTROLLER. THE COMMITTEE REVIEWS ALL FINANCIAL AID APPLICATIONS ON AN ANNUAL BASIS TO DETERMINE AWARDS, UTILIZING TAX RETURNS, SSS APPLICATIONS, AND PARENT INTERVIEWS. FINANCIAL AID AWARDS ARE BASED ON NEED. X X X 1 1 X X X X X X 1 0 0 0 0 0 0 0 0 MARK A DEVEY FORMER HEAD OF SCHOOL 119252 0 0 0 88000 0 5088 0 67490 0 279830 0 0 0 PART I, LINE 1A THE FORMER HEAD OF SCHOOL AND HIS FAMILY RESIDED, AS A CONDITION OF EMPLOYMENT, IN THE HEAD OF SCHOOL'S HOUSE AT 211 INDIAN MOUNTAIN ROAD, THE SCHOOL PROPERTY. THE SCHOOL PAID FOR HOUSEKEEPING SERVICES FOR THE FORMER HEAD OF SCHOOL'S RESIDENCE. AT THE SCHOOL'S REQUEST, THE FORMER HEAD OF SCHOOL WAS A MEMBER OF THE LOCAL COUNTRY CLUB, NORFOLK COUNTRY CLUB. PART I, LINE 3 PLEASE REFER TO THE SCHEDULE O SUPPLEMENTAL INFORMATION TO FORM 990, PART VI, LINE 15 EXPLANATION. PART I, LINE 4A SEVERANCE PAYMENTS WERE MADE TO MARK A. DEVEY, FORMER HEAD OF SCHOOL, IN THE AMOUNT OF $70,000. THE AMOUNT WAS PAID DURING CALENDAR YEAR 2015, BUT THE EXPENSE WAS INCURRED DURING FISCAL YEAR ENDED JUNE 30, 2015. X 8 35314 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES ELECT THEIR OWN OFFICERS AND VOTE ON THE INDUCTION OF NEW TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING THE FORM 990, A COPY OF THE COMPLETED FORM WILL BE REVIEWED BY THE HEAD OF SCHOOL AND THE FINANCE COMMITTEE (A SUB COMMITTEE OF THE BOARD OF TRUSTEES). ANY FEEDBACK WILL BE DISCUSSED AND REVIEWED WITH THE PREPARERS, AND THE FINAL FORM 990 WILL BE FILED. SUBSEQUENTLY, THE CFO WILL DISTRIBUTE A COPY OF THE COMPLETED FILING TO THE ENTIRE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES CIRCULATES ITS CONFLICT OF INTEREST POLICY. ALL TRUSTEES ARE THEN REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND ALSO SIGN THEIR ACKNOWLEDGMENT OF THE POLICY ANNUALLY IN SEPTEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE HEAD OF SCHOOL, THE SCHOOL'S TOP MANAGEMENT OFFICIAL, IS DETERMINED BY THE COMPENSATION COMMITTEE MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, INCLUDING THE PRESIDENT AND VICE PRESIDENT OF THE BOARD. THEIR PROCESS INCLUDES COMMUNICATION WITH AN INDEPENDENT CONSULTANT WHO IS KNOWLEDGEABLE ABOUT THE COMPENSATION OF HEADS OF SIMILAR SCHOOLS, A REVIEW OF THE HEAD'S JOB PERFORMANCE, A REVIEW OF INFORMATION ABOUT COMPENSATION OF HEADS OF SIMILAR SCHOOLS FOUND IN THEIR RESPECTIVE 990'S, CONSIDERATION OF PERCENT RAISES GIVEN TO OTHER EMPLOYEES OF THE SCHOOL, AND CONSIDERATION OF THE SCHOOL'S OVERALL FINANCIAL STATUS. THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER IS SET BY THE HEAD OF SCHOOL. THE HEAD CONSIDERS A REVIEW OF HER JOB PERFORMANCE, A REVIEW OF INFORMATION FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ABOUT CFO COMPENSATION, PERCENT RAISES GIVEN TO OTHER EMPLOYEES OF THE SCHOOL, AND CONSIDERATION OF THE SCHOOL'S OVERALL FINANCIAL STATUS WHEN SETTING HER SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST FROM THE CHIEF FINANCIAL OFFICER, CHERYL SLEBODA, IN THE BUSINESS OFFICE.