2016-02-02T10:07:56-06:00 2015-08-31 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2014-09-01 060646702 RENBROOK SCHOOL INC RENB 8602361661 2865 ALBANY AVENUE WEST HARTFORD CT 06117 SCOTT L HUTCHINSON HEAD OF SCHOOL 8602361661 2016-02-01 1 ELIZABETH SOLECKI P00235171 8605614000 2016-02-01 2014 2016-04-25 22:37:26Z SCOTT L HUTCHINSON 2865 ALBANY AVENUE WEST HARTFORD CT 06117 19697992 0 X WWW.RENBROOK.ORG X 1936 CT PROVIDE EDUCATION AT THE PRIMARY AND SECONDARY LEVELS TO ASSIST ALL STUDENTS IN FULFILLING THEIR UNIQUE POTENTIAL. 23 21 475 500 0 0 875294 1095190 13261087 12326708 966604 670819 147700 158430 15250685 14251147 1690943 1649203 0 0 8147940 8082412 0 0 507857 4716044 4543247 14554927 14274862 695758 -23715 44569395 42949651 13198630 12970780 31370765 29978871 PROVIDE EDUCATION AT THE PRIMARY AND SECONDARY LEVELS TO ASSIST ALL STUDENTS IN FULFILLING THEIR UNIQUE POTENTIAL. 0 0 10165860 1649203 10923442 A PRIMARY AND SECONDARY SCHOOL PROVIDING A COMPREHENSIVE EDUCATION CURRICULUM THAT INCLUDES RIGOROUS ACADEMIC EXCELLENCE, A STRONG SENSE OF COMMUNITY AND SELF DEVELOPMENT. 1334290 1496268 SUMMER ADVENTURE - SUMMER CAMP 11500150 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 65 0 1 475 1 0 0 0 0 0 1 1 0 0 0 0 X 23 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X LINDA P KAPELNER 8602361661 2865 ALBANY AVENUE WEST HARTFORD CT 06117 PATRICIA O MCLAUGHLIN CHAIR 5.00 X X 0 0 0 JEFFERY R VERNEY VICE CHAIR 2.00 X X 0 0 0 MICHAEL P GINGOLD TREASURER 2.00 X X 0 0 0 TRACY Y SMITH SECRETARY 2.00 X X 0 0 0 JULIE A CARTER BOARD MEMBER 2.00 X 0 0 0 NANCY H CLEARY BOARD MEMBER 2.00 X 0 0 0 ERIC D DANIELS BOARD MEMBER 2.00 X 0 0 0 SCOTT W FANNING BOARD MEMBER 2.00 X 0 0 0 ROBYN M GENGRAS BOARD MEMBER 2.00 X 0 0 0 CARI GOODWIN BOARD MEMBER 2.00 X 0 0 0 STEPHEN H JACKSON BOARD MEMBER 2.00 X 0 0 0 NEAL J KEATING BOARD MEMBER 2.00 X 0 0 0 PATRICIA D KENT BOARD MEMBER 2.00 X 0 0 0 JAMES L LIDDY BOARD MEMBER 2.00 X 0 0 0 GIULIANA MUSILLI BOARD MEMBER 2.00 X 0 0 0 JENNIFER M QUIGLEY BOARD MEMBER 2.00 X 0 0 0 ANNE P SARGENT BOARD MEMBER 2.00 X 0 0 0 ANTHONY E SCHERER BOARD MEMBER/FACULTY 40.00 X 48007 0 15141 PATRICK SENATUS BOARD MEMBER 2.00 X 0 0 0 DAVID B STEVENSON BOARD MEMBER 2.00 X 0 0 0 KATHERINE G WINDSOR BOARD MEMBER 2.00 X 0 0 0 EMILY M YOON BOARD MEMBER 2.00 X 0 0 0 ARMISTEAD CG WEBSTER HEAD OF SCHOOL 7/1/13-6/30/14 40.00 X 124808 0 6406 DAVID N HURSTY INTERIM HEAD OF SCHOOL7/1/14-6/30/15 40.00 X X 98964 0 3500 SCOTT L HUTCHINSON HEAD OF SCHOOL 7/1/15 40.00 X X 0 0 0 LINDA P KAPELNER CFO 40.00 X 149459 0 6343 MARGARET H AYRES CAMP DIRECTOR 40.00 X 114089 0 9078 ANN L FINHOLT DIRECTOR OF ALUMNI & DEVELOPMENT 40.00 X 104704 0 4096 640031 0 44564 4 1 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 575552 CHARTER OAK BUILDING MAINTENANCE INC PO BOX 257 CROMWELL CT 06416 CLEANING SERVICES 221022 2 56080 1039110 37923 1095190 TUITION 611710 10468735 10468735 CAMP REVENUE 611710 1496268 1496268 AUXILIARY SERVICES 611710 361705 361705 12326708 671427 671427 39851 31924 7927 7927 7927 5387833 5380660 7781 7173 -7781 -608 -608 83981 56080 26480 57501 57501 STUDENT BOOK 611710 65245 65245 YEARBOOK 611710 19512 19512 MISCELLANEOUS 611710 8245 8245 93002 14251147 12419710 0 736247 1649203 1649203 340745 46875 246995 46875 5971563 4603792 1108171 259600 183152 129122 44140 9890 1175102 1002547 145759 26796 411850 290354 99256 22240 20434 20434 61330 49064 12266 39709 39709 441563 441563 463663 267468 196195 112213 89770 22443 353565 318209 35356 45723 45723 63420 63420 235266 211739 23527 833002 749702 83300 205333 205333 FOOD/FOOD SERVICE 518978 518978 SUMMER ADVENTURE 455426 455426 OTHER EXPENSES 410135 361862 48273 DEVELOPMENT EXPENSES 142456 142456 141031 141031 14274862 11500150 2266855 507857 4140022 3781192 112512 70615 27786 5486 1210035 1207486 34357560 11623766 23405360 22733794 11819482 11388623 3833392 3748611 20806 13844 44569395 42949651 285077 317942 4740947 4739594 8090000 7830000 82606 83244 13198630 12970780 X 26641039 25528317 961749 679552 3767977 3771002 31370765 29978871 44569395 42949651 -23715 -1368179 0 X 0 1 X 1 0 X 750749 877012 1290450 875294 1095190 4888695 750749 877012 1290450 875294 1095190 4888695 369003 4519692 352145 403125 430599 597105 671427 2454401 32724 52920 48853 54783 65428 254708 7597804 63931907 0.59490 0.62290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15591814 725232 -691766 550000 15075280 13752457 174950 2137407 473000 15591814 12172198 517141 1385593 322475 13752457 11241571 722535 734942 526850 12172198 9982963 516955 1493081 751428 11241571 0.72000 0.25000 0.03000 0 0 6590000 6590000 16629087 5470317 11158770 7562093 3223121 4338972 3576380 2930328 646052 22733794 ALTERNATIVE INVESTMENTS 3748611 F 3748611 GIFT ANNUITY LIABILITY 61909 CUSTODIAL LIABILITIES 21335 83244 10846766 -1368179 -2102387 -3470566 14317332 -66185 -66185 14251147 12238660 66185 66185 12172475 2102387 2102387 14274862 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR A VARIETY OF PURPOSES AS DESIGNATED BY THE DONORS; OR IN THE ABSENCE OF SUCH DESIGNATION, AT THE DISCRETION OF THE BOARD OF TRUSTEES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE -2,102,387. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -26,480. RENTAL EXPENSE -31,924. LOSS ON DISPOSAL OF ASSETS -7,781. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 26,480. RENTAL EXPENSE 31,924. LOSS ON DISPOSAL OF ASSETS 7,781. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 2,102,387. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL APPLICANTS ARE GIVEN AN APPLICATION WHICH FULLY DESCRIBES THE SCHOOL'S NONDISCRIMINATION POLICY. FURTHERMORE, THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY IN THE LIFE PUBLICATIONS WHICH ARE CIRCULATED THROUGHOUT 12 AREA TOWNS ACROSS THE REGION. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1041441 0 0 0 0 0 0 1041441 0 1041441 0 0 1 0 0 0 CELEBRATE RENBROOK 140061 56080 83981 26480 140061 56080 83981 26480 26480 57501 1 FINANCIAL AID 84 1649203 FMV REDUCTION IN TUITION. PART I, LINE 2: NEED-BASED FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. X 1 0 X X X 0 0 0 0 0 0 0 0 0 ARMISTEAD CG WEBSTER HEAD OF SCHOOL 7/1/13-6/30/14 124808 0 0 0 0 0 4249 0 2157 0 131214 0 0 0 LINDA P KAPELNER CFO 149459 0 0 0 0 0 5967 0 376 0 155802 0 0 0 PART I, LINE 1A THE HOUSING ALLOWANCE IS INCLUDED IN THE TAXABLE WAGES OF THE HEAD OF SCHOOL. A STATE OF CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2012-08-22 8600000 REFINANCING OF SERIES A BONDS 0 0 0 A 8600000 170375 8429625 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: STATE OF CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2012 SCHEDULE K, PART II, LINE 11: OTHER SPENT PROCEEDS OF $8,414,625 WERE USED TO REFINANCE SERIES A BONDS. X 11 37923 FMV 0 1 1 PART I, LINE 32B: THE SCHOOL UTILIZES AN AUCTIONEER FOR THE ANNUAL LIVE AUCTION AND THIRD PARTY FOR THE SALE OF STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990, EXCLUDING SCHEDULE B WAS PROVIDED TO THE EXECUTIVE COMMITTEE, FINANCE COMMITTEE AND FULL BOARD OF TRUSTEES VIA E-MAIL PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THERE IS AN ANNUAL COMPLETION OF WRITTEN CONFLICT OF INTEREST STATEMENTS BY THE BOARD OF TRUSTEES AND KEY EMPLOYEES. THERE IS ALSO AN ANNUAL REVIEW OF DOCUMENTS BY SCHOOL MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON WRITTEN REQUEST TO THE SCHOOL.