SALISBURY SCHOOL INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SALISBURY SCHOOL INC (EIN 06-0646888)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-12
- IRS object ID
- 201510439349301476
- Schema version
- 2013v4.0
- 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 | 2015-02-12T11:48:25-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNELL PACE & COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 FARMINGTON AVE STE 201 | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SALISBURY | City |
| State | CT | State |
| ZIP Code | 06068 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MAGIERA | PersonNm |
| Person Title | BUSINESS MANAGER | PersonTitleTxt |
| Phone | 8604355711 | PhoneNum |
| Signature | 2015-02-01 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN MAGIERA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Canaan Rd | AddressLine1 |
| City | Salisbury | City |
| State | CT | State |
| ZIP Code | 06068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,830,055 | 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 | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 222 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $140,504 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$29,952 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,899,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,553,239 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,285,996 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,904,997 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,977,468 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,459,582 | CYInvestmentIncomeAmt |
| PY Other Revenue | $445,897 | PYOtherRevenueAmt |
| CY Other Revenue | $908,005 | CYOtherRevenueAmt |
| PY Total Revenue | $30,608,611 | PYTotalRevenueAmt |
| CY Total Revenue | $29,825,823 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,289,320 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,833,685 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,644,533 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,858,021 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,289,388 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,625,237 | PYOtherExpensesAmt |
| CY Other Expenses | $11,435,170 | CYOtherExpensesAmt |
| PY Total Expenses | $23,559,090 | PYTotalExpensesAmt |
| CY Total Expenses | $25,126,876 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,049,521 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,698,947 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $187,174,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,921,885 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $82,945,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $86,035,135 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $104,228,973 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,886,750 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Education: | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,821,844 | ExpenseAmt |
| Grant | $3,833,685 | GrantAmt |
| Revenue | $18,140,585 | 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 | $525,980 | ExpenseAmt |
| Revenue | $531,913 | 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 | $20,347,824 | 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 | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 222 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | false | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604355711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Canaan Rd | AddressLine1 |
| City | Salisbury | City |
| State | CT | State |
| ZIP Code | 06068 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SEE ATTACHED LIST | |||||||||
| of unpaid trustees | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHISHOLM CHANDLER | |||||||||
| Headmaster | 40.00 | $312,800 | $0 | $42,287 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | |
| JOHN MAGIERA | |||||||||
| Business Manager | 40.00 | $220,000 | $0 | $33,242 | Yes (X) | Yes (X) | |||
| DIRCK BARHYDT | |||||||||
| Dir. of Development | 40.00 | $176,750 | $0 | $13,193 | Yes (X) | Yes (X) | |||
| ROBERT WYNNE | |||||||||
| Dir. of College Adv | 40.00 | $130,050 | $0 | $29,787 | Yes (X) | ||||
| JOSEPHINE LEARY | |||||||||
| Controller | 40.00 | $111,750 | $0 | $5,588 | Yes (X) | ||||
| ANDREW GRAHAM | |||||||||
| Director of Leadership Giving | 40.00 | $109,875 | $0 | $5,494 | Yes (X) | ||||
| PETER GILBERT | |||||||||
| Director of Admissions | 40.00 | $109,500 | $0 | $27,737 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,170,725 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $157,328 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Lindell Fuels | |||||
| PO Box 609 | Canaan | CT | 06018 | Fuel | $594,895 |
| United Construction and Engineering | |||||
| PO Box 1008 | Torrington | CT | 06790 | Construction | $396,811 |
| Office of Michael Rosenfeld | |||||
| 543 Massachusetts Ave | West Acton | MA | 01720 | Professional | $321,727 |
| SYSCO CT | |||||
| PO Box 4003 | Rocky Hill | CT | 06067 | Food | $237,463 |
| US Foodservice Inc | |||||
| PO Box 642554 | Pittsburgh | PA | 15264 | Food | $215,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,553,239 | AllOtherContributionsAmt |
| Noncash Contributions | $1,178,806 | NoncashContributionsAmt |
| Total Contributions | $8,553,239 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Student Tuition & Fees | 611600 | $17,192,039 |
| Auxiliary Services | 611600 | $712,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,904,997 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $927,408 | TotalRevenueColumnAmt |
| Exclusion | $927,408 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,536,406 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,232 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,532,174 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,532,174 | TotalRevenueColumnAmt |
| Exclusion | $1,532,174 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenues | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | $908,005 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $767,501 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $140,504 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $908,005 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,825,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,672,498 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $140,504 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,459,582 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,001,475 | TotalAmt |
| Program Services | $3,001,475 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,210 | TotalAmt |
| Program Services | $832,210 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,272 | TotalAmt |
| Program Services | $355,087 | ProgramServicesAmt |
| Management And General | $253,242 | ManagementAndGeneralAmt |
| Fundraising | $189,943 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,812,583 | TotalAmt |
| Program Services | $4,893,119 | ProgramServicesAmt |
| Management And General | $1,445,484 | ManagementAndGeneralAmt |
| Fundraising | $473,980 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,157 | TotalAmt |
| Program Services | $510,157 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204,783 | TotalAmt |
| Program Services | $724,154 | ProgramServicesAmt |
| Management And General | $372,525 | ManagementAndGeneralAmt |
| Fundraising | $108,104 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,226 | TotalAmt |
| Program Services | $384,957 | ProgramServicesAmt |
| Management And General | $103,101 | ManagementAndGeneralAmt |
| Fundraising | $44,168 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,089 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $336,089 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,069 | TotalAmt |
| Program Services | $547,850 | ProgramServicesAmt |
| Management And General | $141,158 | ManagementAndGeneralAmt |
| Fundraising | $4,061 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,927 | TotalAmt |
| Program Services | $26,144 | ProgramServicesAmt |
| Management And General | $20,783 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,576 | TotalAmt |
| Program Services | $126,288 | ProgramServicesAmt |
| Management And General | $191,470 | ManagementAndGeneralAmt |
| Fundraising | $287,818 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,847 | TotalAmt |
| Program Services | $23,217 | ProgramServicesAmt |
| Management And General | $98,996 | ManagementAndGeneralAmt |
| Fundraising | $121,634 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760,620 | TotalAmt |
| Program Services | $1,615,345 | ProgramServicesAmt |
| Management And General | $144,690 | ManagementAndGeneralAmt |
| Fundraising | $585 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,937 | TotalAmt |
| Program Services | $78,818 | ProgramServicesAmt |
| Management And General | $98,635 | ManagementAndGeneralAmt |
| Fundraising | $55,484 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,281,925 | TotalAmt |
| Program Services | $2,281,925 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,586,591 | TotalAmt |
| Program Services | $2,586,591 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,477 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $200,477 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplies | $357,991 | $333,340 | $21,040 | $3,611 |
| Student incidentals | $1,314,184 | $1,252,210 | $61,974 | $0 |
| General expenses | $774,937 | $774,937 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,126,876 | TotalAmt |
| Program Services | $20,347,824 | ProgramServicesAmt |
| Management And General | $3,489,664 | ManagementAndGeneralAmt |
| Fundraising | $1,289,388 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,921 | BOYAmt |
| EOY | $878,981 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,583,657 | BOYAmt |
| EOY | $17,856,892 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,824,229 | BOYAmt |
| EOY | $3,978,594 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,070 | BOYAmt |
| EOY | $255,338 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,313 | BOYAmt |
| EOY | $237,171 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,451 | BOYAmt |
| EOY | $708,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $98,303,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,762,853 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,685,705 | BOYAmt |
| EOY | $68,540,154 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,396,224 | BOYAmt |
| EOY | $54,826,446 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,628,579 | BOYAmt |
| EOY | $52,640,159 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,174,149 | BOYAmt |
| EOY | $199,921,885 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,897,664 | BOYAmt |
| EOY | $3,010,260 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,178,703 | BOYAmt |
| EOY | $7,582,699 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,160,000 | BOYAmt |
| EOY | $48,160,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,708,809 | BOYAmt |
| EOY | $27,282,176 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,945,176 | BOYAmt |
| EOY | $86,035,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,762,830 | BOYAmt |
| EOY | $47,647,885 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,779,166 | BOYAmt |
| EOY | $39,693,744 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,686,977 | BOYAmt |
| EOY | $26,545,121 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,228,973 | BOYAmt |
| EOY | $113,886,750 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,174,149 | BOYAmt |
| EOY | $199,921,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,698,947 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,958,830 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,570,134 | BeginningYearBalanceAmt |
| Contributions | $1,039,264 | ContributionsAmt |
| Investment Earnings Or Losses | -$761,258 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,752,113 | OtherExpendituresAmt |
| Administrative Expenses | $302,133 | AdministrativeExpensesAmt |
| End Year Balance | $67,793,894 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,456,610 | BeginningYearBalanceAmt |
| Contributions | $6,931,440 | ContributionsAmt |
| Investment Earnings Or Losses | $6,324,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,848,500 | OtherExpendituresAmt |
| Administrative Expenses | $294,205 | AdministrativeExpensesAmt |
| End Year Balance | $69,570,134 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,475,034 | BeginningYearBalanceAmt |
| Contributions | $16,317,760 | ContributionsAmt |
| Investment Earnings Or Losses | $4,643,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,683,188 | OtherExpendituresAmt |
| Administrative Expenses | $296,774 | AdministrativeExpensesAmt |
| End Year Balance | $58,456,610 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45000 | 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 | $93,675,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,334,449 | DepreciationAmt |
| Book Value | $66,340,796 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,321,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,428,404 | DepreciationAmt |
| Book Value | $892,858 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,540,154 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (23 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Stock Held For Sale | $22,715 | F |
| Discovery Global Opportunities Fund, Ltd | $2,034,099 | F |
| Brencourt Multi Strategy | $114,890 | F |
| Davidson Kempner International | $3,326,853 | F |
| Neuberger and Berman Genesis Fund | $1,471,964 | F |
| Mineral Acquisition Partners | $2,715,173 | F |
| Spinnaker Global Strategic Fund | $2,181,278 | F |
| Common Fund - Capital Partners | $124,289 | F |
| Sanderson International Fund | $4,899,347 | F |
| OZ Overseas Fund II | $2,717,916 | F |
| Clearwater Fund III | $714,225 | F |
| Sankaty Credit Opportunities | $386,817 | F |
| Dune Real Estate Parallel Fund | $712,384 | F |
| Tortoise Fund Equities | $2,163,669 | F |
| Conatus Capital Overseas Ltd | $1,910,726 | F |
| Regiment Capital Special Situation | $648,822 | F |
| York European Opportunities Unit Tr | $2,720,374 | F |
| Cambridge Fund | $18,575,092 | F |
| Hoplite Offshore Fund, Ltd | $2,383,916 | F |
| Dune Capital Management, LP | $621,251 | F |
| Southpoint Capital Advisors | $2,468,183 | F |
| Iridian Private Business Value Equity Fund, LP | $1,910,038 | F |
| Perry Partners | $2,425 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $54,826,446 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets held in charitable remainder trusts | $52,611,043 |
| Deposits | $29,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,640,159 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Liability under trust agreemenets | Desc |
| Amt | $27,282,176 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,282,176 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,784,653 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,958,830 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,958,830 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,825,823 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $29,825,823 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,126,876 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $25,126,876 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $25,126,876 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt X Line 2 | The School adopted the provisions of Accounting for Uncertainty in Income Taxes. The standard clarifies the accounting for uncertainty in income taxes recognized in an Organization's financial statements and prescribes a threshold of more- likely-than-not for recognition of tax benefits of uncertain tax positions taken or expected to be taken in a tax return. The adoption of this standard did not have an impact on the School's financial statements. |
| Pt V Line 4 | Scholarship and other program related expenses |
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 | $108,270 | Financial aid | FMV |
| Financial aid | Europe | 1 | NA | $25,670 | Financial aid | FMV |
| Financial aid | East Asia and Pacific | 1 | NA | $21,000 | Financial aid | FMV |
| Financial aid | North America | 17 | NA | $677,270 | 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 | 105 | RecipientCnt |
| Non Cash Assistance | $3,833,685 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | financial aid | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | Assistance is granted based on the need of each individual student. | ExplanationTxt |
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 | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|
| CHISHOLM CHANDLER | ||||
| $300,000 | $12,800 | $42,287 | $355,087 | |
| JOHN MAGIERA | ||||
| $200,000 | $33,242 | $253,242 | $20,000 | |
| DIRCK BARHYDT | ||||
| $176,750 | $13,193 | $189,943 | ||
| ROBERT WYNNE | ||||
| $130,050 | $29,787 | $159,837 | ||
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20774UYH2 | CUSIPNum |
| Bond Issued | 2008-05-22 | BondIssuedDt |
| Issue Price | $48,160,000 | IssuePriceAmt |
| Purpose | Capital projects | 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 |
| Total Proceeds | $48,160,000 | TotalProceedsAmt |
| In Reserve Fund | $4,524,066 | InReserveFundAmt |
| Capitalized Interest | $1,542,293 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $331,484 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $47,828,516 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | 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 |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| 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 | Yes (true) | WrittenProcToMonitorReqsInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,178,806 | 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 (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The School provides a copy of the Federal Form 990 |
| Pt VI, Line 11b | to the audit committee. The committee reviews the Form 990 |
| Pt VI, Line 11b | This committee then makes any needed changes and |
| Pt VI, Line 11b | approves the Form 990. |
| Pt VI, Line 12c | The School annually certifies that there are no |
| Pt VI, Line 12c | conflicts. |
| Pt VI, Line 15a | The Compensation Committee reviews key employee |
| Pt VI, Line 15a | compensation annually and presents a recommendation |
| Pt VI, Line 15a | at the spring meeting. ABOPS compensation data |
| Pt VI, Line 15a | is used for comparability studies. |
| Pt VI, Line 19 | All documents are available upon request and are on |
| Pt VI, Line 19 | file in the business office of the School. |
| Pt VI, Line 15b | The Compensation Committee reviews key employee |
| Pt VI, Line 15b | compensation annually and presents a recommendation |
| Pt VI, Line 15b | at the spring meeting. ABOPS compensation data |
| Pt VI, Line 15b | is used for comparability studies. |