CHESHIRE ACADEMY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: CHESHIRE ACADEMY (EIN 06-0662113)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2014-11-17
IRS object ID: 201403219349303060
Schema version: 2013v3.0
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 I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-17T10:14:26-06:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061386456	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	T M BYXBEE COMPANY PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 187169	AddressLine1
City	HAMDEN	City
State	CT	State
ZIP Code	06518	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	060662113	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CHESHIRE ACADEMY	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	CHES	BusinessNameControlTxt
Phone	2032725396	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10 MAIN STREET	AddressLine1
City	CHESHIRE	City
State	CT	State
ZIP Code	06410	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PATRICIA WILLIS	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	2032725396	PhoneNum
Signature	2014-11-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAMELA J MATOCHA	PreparerPersonNm
PTIN	P00572001	PTIN
Phone	2032814933	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PATRICIA WILLIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10 MAIN STREET	AddressLine1
City	CHESHIRE	City
State	CT	State
ZIP Code	06410	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$26,070,248	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CHESHIREACADEMY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1937	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	THE ACADEMY PROVIDES EDUCATIONAL ACTIVITIES TO APPROXIMATELY 380 STUDENTS GRADES 8-12.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	200	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$27,586	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$1,245	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,464,243	PYContributionsGrantsAmt
CY Contributions Grants	$2,129,603	CYContributionsGrantsAmt
PY Program Service Revenue	$16,508,906	PYProgramServiceRevenueAmt
CY Program Service Revenue	$17,180,704	CYProgramServiceRevenueAmt
PY Investment Income	$411,995	PYInvestmentIncomeAmt
CY Investment Income	$455,111	CYInvestmentIncomeAmt
PY Other Revenue	$93,299	PYOtherRevenueAmt
CY Other Revenue	$20,489	CYOtherRevenueAmt
PY Total Revenue	$18,478,443	PYTotalRevenueAmt
CY Total Revenue	$19,785,907	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,521,573	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,936,730	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$9,148,591	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,336,436	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$771,385	CYTotalFundraisingExpenseAmt
PY Other Expenses	$6,356,502	PYOtherExpensesAmt
CY Other Expenses	$6,631,180	CYOtherExpensesAmt
PY Total Expenses	$18,026,666	PYTotalExpensesAmt
CY Total Expenses	$18,904,346	CYTotalExpensesAmt
PY Revenues Less Expenses	$451,777	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$881,561	CYRevenuesLessExpensesAmt
Total Assets BOY	$35,696,207	TotalAssetsBOYAmt
Total Assets EOY	$35,888,024	TotalAssetsEOYAmt
Total Liabilities BOY	$8,547,787	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,369,546	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$27,148,420	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$28,518,478	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	CHESHIRE ACADEMY IS A COLLEGE PREPARATORY, BOARDING AND DAY SCHOOL IN THE NEW ENGLAND TRADITION SERVING STUDENTS MIDDLE SCHOOL THROUGH A POST-GRADUATE YEAR WITH THE FOLLOWING MISSION: BELIEVING IN THE VALUE OF EACH HUMAN BEING AND THE RICHNESS OF A DIVERSE COMMUNITY, CHESHIRE ACADEMY EXISTS TO PROVIDE A QUALITY EDUCATIONAL EXPERIENCE IN A CARING ENVIRONMENT WHERE INDIVIDUALS TAKE RESPONSIBILITY FOR THEIR PERSONAL GROWTH SO THAT THEY REACH THEIR FULL POTENTIAL AND MAKE A DIFFERENCE IN THE WORLD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$15,474,357	ExpenseAmt
Grant	$2,936,730	GrantAmt
Revenue	$17,413,424	RevenueAmt
Desc	PRIVATE SCHOOL OF APPROXIMATELY 380 STUDENTS-GRADES 8-12	Desc
Total Program Service Expenses	$15,474,357	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	30	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	200	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	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	PATRICIA WILLIS BUSINESS MANAGER	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	2032725396	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	THE CHESHIRE ACADEMY 10 MAIN ST	AddressLine1
City	CHESHIRE	City
State	CT	State
ZIP Code	06410	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (23 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
DAVID G JEPSON
TRUSTEE	8.00	Yes (X)	$0	$0	$0
DONALD ROSENBERG
TRUSTEE	8.00	Yes (X)	$0	$0	$0
RONALD FEINSTEIN
TRUSTEE	8.00	Yes (X)	$0	$0	$0
RICHARD CERRONE
CHAIR	8.00	Yes (X)	$0	$0	$0	Yes (X)
MICHAEL A BELFONTI
TRUSTEE	8.00	Yes (X)	$0	$0	$0
BRETT F STUART
TRUSTEE	8.00	Yes (X)	$0	$0	$0
SUZANNE FIELDS
TRUSTEE	8.00	Yes (X)	$0	$0	$0
MICHAEL MAURO
TREASURER	8.00	Yes (X)	$0	$0	$0	Yes (X)
PATRICK K MCCASKEY
TRUSTEE	8.00	Yes (X)	$0	$0	$0
ARMANDO SIMOSA
TRUSTEE	8.00	Yes (X)	$0	$0	$0
LENDWARD SIMPSON JR
TRUSTEE	8.00	Yes (X)	$0	$0	$0
GREG KEITH
TRUSTEE	8.00	Yes (X)	$0	$0	$0
MICHAEL A FREEDMAN
TRUSTEE	8.00	Yes (X)	$0	$0	$0
HOWARD GREENSTONE
VICE CHAIR	8.00	Yes (X)	$0	$0	$0	Yes (X)
RICHARD KATZ
SECRETARY	8.00	Yes (X)	$0	$0	$0	Yes (X)
SUZI HERBST
TRUSTEE	8.00	Yes (X)	$0	$0	$0
MARK TESTA
TRUSTEE	8.00	Yes (X)	$0	$0	$0
ANDREW MOSS
TRUSTEE	8.00	Yes (X)	$0	$0	$0
GERALD LARSON
HEAD OF SCHOOL	40.00		$266,004	$0	$14,250		Yes (X)
PATRICIA WILLIS
CHIEF FINANCIAL OFFICER	40.00		$132,000	$0	$9,100			Yes (X)
BARBARA DAVIS
DIRECTOR OF DEVELOPMENT	40.00		$107,004	$0	$7,850			Yes (X)
SCOTT POTTBECKER
DIRECTOR OF ADMISSIONS/COO	40.00		$170,004	$0	$8,500			Yes (X)
KIMBERLY PUGH
DIRECTOR OF ALUMNI & DEVELOPMENT	40.00		$100,837	$0	$7,542			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$775,849	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$47,242	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
SAGE DINING SERVICES INC
1402 YORK ROAD SUITE 100	LUTHERVILLE	MD	21093	CATERING COMPANY	$1,167,659
VERSATILE
450 DONALD LYNCH BLVD	MARLBORO	MA	01752	TECHNOLOGY COMPANY	$149,405
PBM PREFERRED BUILDING MAINTENANCE LLC
40 SOUTH END PLAZA	NEW MILFORD	CT	06776	CLEANING COMPANY	$147,357
B & B TRANSPORTATION INC
41 VILLAGE LINE	BETHANY	CT	06524	BUS TRANSPORTATION	$105,721

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$2,129,603	AllOtherContributionsAmt
Total Contributions	$2,129,603	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & SUMMER PROGRAMS	611710	$16,921,017	$16,921,017
OTHER INCOME	611710	$259,687	$259,687

Field	Value	IRS element (for citing)
Total Program Service Revenue	$17,180,704	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$222,391	TotalRevenueColumnAmt
Exclusion	$222,391	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,483,895	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,251,175	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$232,720	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$232,720	TotalRevenueColumnAmt
Related Or Exempt Func Income	$232,720	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$26,069	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$33,166	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$7,097	TotalRevenueColumnAmt
Exclusion	-$7,097	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	RENTS	Desc
Business	531390	BusinessCd
Total Revenue Column	$27,586	TotalRevenueColumnAmt
Unrelated Business Revenue	$27,586	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$27,586	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,785,907	TotalRevenueColumnAmt
Related Or Exempt Func Income	$17,413,424	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$27,586	UnrelatedBusinessRevenueAmt
Exclusion	$215,294	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$2,936,730	TotalAmt
Program Services	$2,936,730	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$421,172	TotalAmt
Management And General	$421,172	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$6,616,981	TotalAmt
Program Services	$5,374,433	ProgramServicesAmt
Management And General	$871,216	ManagementAndGeneralAmt
Fundraising	$371,332	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$276,979	TotalAmt
Program Services	$205,210	ProgramServicesAmt
Management And General	$50,974	ManagementAndGeneralAmt
Fundraising	$20,795	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,454,076	TotalAmt
Program Services	$1,245,448	ProgramServicesAmt
Management And General	$148,857	ManagementAndGeneralAmt
Fundraising	$59,771	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$567,228	TotalAmt
Program Services	$418,639	ProgramServicesAmt
Management And General	$106,004	ManagementAndGeneralAmt
Fundraising	$42,585	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,026,098	TotalAmt
Program Services	$1,744,452	ProgramServicesAmt
Management And General	$206,429	ManagementAndGeneralAmt
Fundraising	$75,217	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$100,063	TotalAmt
Program Services	$15,510	ProgramServicesAmt
Management And General	$84,513	ManagementAndGeneralAmt
Fundraising	$40	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$855,525	TotalAmt
Program Services	$692,008	ProgramServicesAmt
Management And General	$113,286	ManagementAndGeneralAmt
Fundraising	$50,231	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$132,276	TotalAmt
Program Services	$127,216	ProgramServicesAmt
Management And General	$5,060	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$760,709	TotalAmt
Program Services	$760,709	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$246,370	TotalAmt
Program Services	$100,577	ProgramServicesAmt
Management And General	$75,356	ManagementAndGeneralAmt
Fundraising	$70,437	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$87,245	TotalAmt
Program Services	$41,555	ProgramServicesAmt
Management And General	$44,855	ManagementAndGeneralAmt
Fundraising	$835	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$100,815	TotalAmt
Management And General	$100,815	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,153,220	TotalAmt
Program Services	$1,062,231	ProgramServicesAmt
Management And General	$90,989	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$171,719	TotalAmt
Program Services	$150,538	ProgramServicesAmt
Management And General	$15,044	ManagementAndGeneralAmt
Fundraising	$6,137	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MISCELLANEOUS	$909,977	$599,101	$236,871	$74,005
BAD DEBT EXPENSE	$87,163		$87,163

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,904,346	TotalAmt
Program Services	$15,474,357	ProgramServicesAmt
Management And General	$2,658,604	ManagementAndGeneralAmt
Fundraising	$771,385	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,911,153	BOYAmt
EOY	$2,305,042	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$72,591	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,265,695	BOYAmt
EOY	$1,365,695	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$23,490	BOYAmt
EOY	$37,067	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$164,478	BOYAmt
EOY	$153,146	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$39,445	BOYAmt
EOY	$37,813	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$49,661	BOYAmt
EOY	$193,448	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$32,440,072	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$12,351,262	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$20,578,668	BOYAmt
EOY	$20,088,810	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$10,591,026	BOYAmt
EOY	$11,707,003	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$35,696,207	BOYAmt
EOY	$35,888,024	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$562,416	BOYAmt
EOY	$707,540	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,705,346	BOYAmt
EOY	$5,552,006	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$4,259,744	BOYAmt
EOY	$1,110,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$20,281	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,547,787	BOYAmt
EOY	$7,369,546	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,640,642	BOYAmt
EOY	$15,858,304	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,369,177	BOYAmt
EOY	$3,394,078	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,138,601	BOYAmt
EOY	$9,266,096	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$27,148,420	BOYAmt
EOY	$28,518,478	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$35,696,207	BOYAmt
EOY	$35,888,024	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$881,561	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$488,497	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

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	$9,083,020	BeginningYearBalanceAmt
Contributions	$1,000,898	ContributionsAmt
Investment Earnings Or Losses	$712,653	InvestmentEarningsOrLossesAmt
Other Expenditures	$362,338	OtherExpendituresAmt
End Year Balance	$10,434,233	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,411,257	BeginningYearBalanceAmt
Contributions	$468,612	ContributionsAmt
Investment Earnings Or Losses	$499,878	InvestmentEarningsOrLossesAmt
Other Expenditures	$296,727	OtherExpendituresAmt
End Year Balance	$9,083,020	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,371,197	BeginningYearBalanceAmt
Contributions	$380,685	ContributionsAmt
Investment Earnings Or Losses	-$67,056	InvestmentEarningsOrLossesAmt
Other Expenditures	$273,569	OtherExpendituresAmt
End Year Balance	$8,411,257	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,000,211	BeginningYearBalanceAmt
Contributions	$1,704,266	ContributionsAmt
Investment Earnings Or Losses	$860,524	InvestmentEarningsOrLossesAmt
Other Expenditures	$193,804	OtherExpendituresAmt
End Year Balance	$8,371,197	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,599,058	BeginningYearBalanceAmt
Contributions	$2,015,689	ContributionsAmt
Investment Earnings Or Losses	$524,212	InvestmentEarningsOrLossesAmt
Other Expenditures	$138,748	OtherExpendituresAmt
End Year Balance	$6,000,211	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$274,681	OtherCostOrOtherBasisAmt
Book Value	$274,681	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$29,943,819	OtherCostOrOtherBasisAmt
Depreciation	$10,459,746	DepreciationAmt
Book Value	$19,484,073	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,221,572	OtherCostOrOtherBasisAmt
Depreciation	$1,891,516	DepreciationAmt
Book Value	$330,056	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$20,088,810	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$17,419,742	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$488,497	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$488,497	RevenueNotReportedAmt
Revenue Subtotal	$16,931,245	RevenueSubtotalAmt
Other Revenues Not Included	$2,854,662	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$2,854,662	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$19,785,907	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$16,049,684	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$33,166	OtherExpensesIncludedAmt
Expenses Not Reported	$33,166	ExpensesNotReportedAmt
Expenses Subtotal	$16,016,518	ExpensesSubtotalAmt
Other Expenses Not Included	$2,887,828	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$2,887,828	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$18,904,346	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	INCOME FROM ENDOWMENT FUNDS IS TO BE USED FOR FACULTY ENRICHMENT, SCHOLARSHIPS AND CAPITAL IMPROVEMENTS.
PART X, LINE 2:	MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION AS DEFINED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,887,828. BOOKSTORE COST OF SALES -33,166.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BOOKSTORE COST OF SALES 33,166.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,887,828.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	0	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE E, PART I, LINE 3	FormAndLineReferenceDesc
Explanation	NOTICE OF NONDISCRIMINATORY POLICY IS PUBLISHED IN THE HARTFORD COURANT AND ON THE ACADEMY'S WEBSITE.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
WORKSHOPS, CONFERENCES	59	$48,902
STUDENT SCHOLARSHIPS/FINANCIAL AID	148		$2,887,828

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANTS AND OTHER ASSISTANCE IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE ACADEMY. GRANTS AND OTHER ASSISTANCE ARE SUPPORTED BY APPROPRIATE DOCUMENTATION AND APPROVALS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GERALD LARSON
HEAD OF SCHOOL	$266,004	$0	$0	$0	$0	$0	$13,000	$0	$1,250	$0	$280,254	$0	$291,629	$0
SCOTT POTTBECKER
DIRECTOR OF ADMISSIONS/COO	$170,004	$0	$0	$0	$0	$0	$8,500	$0	$0	$0	$178,504	$0	$154,658	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	THE ACADEMY PROVIDES A COPY OF THE FORM 990 TO ALL BOARD MEMBERS AND ALLOWS A TWO WEEK PERIOD FOR THEIR REVIEW AND COMMENTS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ACADEMY REQUIRES THAT ALL BOARD MEMBERS ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15A	THE HEADMASTER'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS OR A SUBCOMMITTEE OF THE BOARD.
FORM 990, PART VI, SECTION C, LINE 18	DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON THEIR REQUEST.
FORM 990, PART IX, LINE 11G	OTHER: PROGRAM SERVICE EXPENSES 1,744,452. MANAGEMENT AND GENERAL EXPENSES 206,429. FUNDRAISING EXPENSES 75,217. TOTAL EXPENSES 2,026,098.
FORM 990, PART XII, LINE 2C:	PART XI, LINE 2C: COMMITTEE OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS: THE ACADEMY'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. THE AUDITORS PRESENT THE AUDITED FINANCIAL STATEMENTS TO THE BOARD OF TRUSTEES.