LOOMIS INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOOMIS INSTITUTE (EIN 06-0653119)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201431359349303738
- Schema version
- 2012v2.1
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T10:37:22-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061009205 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060653119 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOOMIS INSTITUTE | BusinessNameLine1 |
| Business Name Line2 | D/B/A THE LOOMIS CHAFFEE SCHOOL | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOOM | NameControl |
| Phone | 8606876000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BATCHELDER ROAD | AddressLine1 |
| City | WINDSOR | City |
| State | CT | State |
| ZIP Code | 06095 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD ESPOSITO | Name |
| Title | CFO | Title |
| Phone | 8606876000 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH SOLECKI | Name |
| PTIN | P00235171 | PTIN |
| Phone | 8605614000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD ESPOSITO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BATCHELDER ROAD | AddressLine1 |
| City | WINDSOR | City |
| State | CT | State |
| ZIP Code | 06095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 130404711 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LOOMIS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1874 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 362 | TotalNbrEmployees |
| Total Nbr Volunteers | 373 | TotalNbrVolunteers |
| Total Gross UBI | 205135 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2184 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8173502 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22077744 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29866301 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30504374 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2058868 | InvestmentIncomePriorYear |
| Investment Income Current Year | -9658906 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 335730 | OtherRevenuePriorYear |
| Other Revenue Current Year | 378433 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36316665 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43301645 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6948380 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6867696 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20058532 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20543146 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3281650 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16919168 | OtherExpensePriorYear |
| Other Expenses Current Year | 17581520 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43926080 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44992362 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7609415 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1690717 | RevenuesLessExpensesCY |
| Total Assets BOY | 291515195 | TotalAssetsBOY |
| Total Assets EOY | 297347196 | TotalAssetsEOY |
| Total Liabilities BOY | 76568069 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 74678256 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 214947126 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 222668940 | NetAssetsOrFundBalancesEOY |
| Mission Description | EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 38734201 | Expense |
| Grants | 6867696 | Grants |
| Revenue | 30504374 | Revenue |
| Description | EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. | Description |
| Total Program Service Expense | 38734201 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 362 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD ESPOSITO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8606876226 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATCHELDER RD | AddressLine1 |
| City | WINDSOR | City |
| State | CT | State |
| ZIP Code | 06095 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SHEILA CULBERT | |||||||
| HEAD OF SCHOOL | 40.00 | X | X | 340668 | 0 | 139019 | |
| JOEL B ALVORD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN M BUSSEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW M CARTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAULINE W CHEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCY W COLLINS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEXTER D EARLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE ALEXANDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KRISTEN DELAMATER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JASON H KARP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN T KELLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER F KERN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KIMBERLY R KRAVIS SCHULHOF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SARAH L LUTZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DUNCAN AL MACLEAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILKES MCCLAVE III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER K NORTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REGINALD PAIGE SR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN E PAUL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANG T PHAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH RICHMOND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN ROSENTHAL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY BUCKSBAUM SCANLAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER M SEIGLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HARVEY J STRUTHERS JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES L WIDDOES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHNNY MAGWOOD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| AMY EDWARDS SPARKS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD ESPOSITO | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 200113 | 0 | 96388 | ||
| NATHAN FOLLANSBEE | |||||||
| DIRECTOR OF EXTERNAL AFFAIRS | 40.00 | 206540 | 0 | 40533 | X | ||
| AARON HESS | |||||||
| ASST HEAD OF SCHOOL | 40.00 | 150914 | 0 | 36384 | X | ||
| TIMOTHY STRUTHERS | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 151542 | 0 | 37375 | X | ||
| MARY LISCINSKY | |||||||
| DEAN OF STUDENTS | 40.00 | 105941 | 0 | 88014 | X | ||
| EDWARD PARSONS | |||||||
| DEAN OF FACULTY | 40.00 | 116047 | 0 | 112839 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1271765 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 550552 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 83232 | CHICAGO | IL | 606910232 | CONSULTING SERVICES | 428247 |
| OZGLO CLEANING COMPANY LLC | |||||
| 6 PINNEY ROAD | BLOOMFIELD | CT | 06002 | CLEANING SERVICES | 114593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 22077744 | AllOtherContributions |
| Noncash Contributions | 2047118 | NoncashContributions |
| Total Contributions | 22077744 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611110 | 30300305 | 30300305 |
| STUDENT ACTIVITIES | 611110 | 204069 | 204069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30504374 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4976835 | TotalRevenueColumn |
| Unrelated Business Revenue | 5642 | UnrelatedBusinessRevenue |
| Exclusion | $4,971,193 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 71936657 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 86572398 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -14635741 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14635741 | TotalRevenueColumn |
| Unrelated Business Revenue | -2851 | UnrelatedBusinessRevenue |
| Exclusion | -$14,632,890 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 706757 | GrossSalesOfInventory |
| Cost Of Goods Sold | 530668 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 176089 | TotalRevenueColumn |
| Exclusion | $176,089 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| SUMMER PROGRAMS | 611110 | 115099 | 115099 |
| FACILITY RENTAL | 611110 | 73444 | 73444 |
| ICE RINK | 611110 | 13801 | 13801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 202344 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43301645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30504374 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 205135 | UnrelatedBusinessRevenue |
| Exclusion | -$9,485,608 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6867696 | Total |
| Program Services | 6867696 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 784471 | Total |
| Program Services | 487949 | ProgramServices |
| Management And General | 296522 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14823120 | Total |
| Program Services | 12747512 | ProgramServices |
| Management And General | 506271 | ManagementAndGeneral |
| Fundraising | 1569337 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3850643 | Total |
| Program Services | 3613828 | ProgramServices |
| Management And General | 17108 | ManagementAndGeneral |
| Fundraising | 219707 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1084912 | Total |
| Program Services | 909838 | ProgramServices |
| Management And General | 55020 | ManagementAndGeneral |
| Fundraising | 120054 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68211 | Total |
| Management And General | 68211 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62768 | Total |
| Management And General | 62768 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115712 | Total |
| Program Services | 80998 | ProgramServices |
| Management And General | 24300 | ManagementAndGeneral |
| Fundraising | 10414 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3472386 | Total |
| Program Services | 2430670 | ProgramServices |
| Management And General | 729201 | ManagementAndGeneral |
| Fundraising | 312515 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3151199 | Total |
| Program Services | 3151199 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3926658 | Total |
| Program Services | 3298393 | ProgramServices |
| Management And General | 628265 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415433 | Total |
| Management And General | 415433 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| FOOD SERVICES | 2154018 | 2154018 | ||
| INSTRUCTIONAL | 1071940 | 1071940 | ||
| DEVELOPMENT | 975304 | 975304 | ||
| GENERAL ADMINISTRATIVE | 814368 | 570058 | 73293 | 171017 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1353523 | Total |
| Program Services | 1350102 | ProgramServices |
| Management And General | 2395 | ManagementAndGeneral |
| Fundraising | 1026 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44992362 | Total |
| Program Services | 38734201 | ProgramServices |
| Management And General | 2976511 | ManagementAndGeneral |
| Fundraising | 3281650 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1616198 | BOY |
| EOY | 1360709 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8101523 | BOY |
| EOY | 12864473 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1002059 | BOY |
| EOY | 1243162 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161674 | BOY |
| EOY | 170215 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165452 | BOY |
| EOY | 220630 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 146308684 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 54678275 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92762233 | BOY |
| EOY | 91630409 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186560691 | BOY |
| EOY | 188776182 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1145365 | BOY |
| EOY | 1081416 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291515195 | BOY |
| EOY | 297347196 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3696935 | BOY |
| EOY | 3613580 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3499685 | BOY |
| EOY | 3896321 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68220135 | BOY |
| EOY | 66301426 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1151314 | BOY |
| EOY | 866929 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76568069 | BOY |
| EOY | 74678256 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106080336 | BOY |
| EOY | 106589167 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36419845 | BOY |
| EOY | 40456456 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72446945 | BOY |
| EOY | 75623317 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214947126 | BOY |
| EOY | 222668940 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291515195 | BOY |
| EOY | 297347196 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1690717 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9415375 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -2844 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 175769441 | BeginningOfYearBalance |
| Contributions | 7776705 | Contributions |
| Investment Earnings Or Losses | -273537 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3007153 | GrantsOrScholarships |
| Other Expenditures | 5672091 | OtherExpenditures |
| End Of Year Balance | 174593365 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199241506 | BeginningOfYearBalance |
| Contributions | 3088970 | Contributions |
| Investment Earnings Or Losses | -16339148 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3083799 | GrantsOrScholarships |
| Other Expenditures | 7138088 | OtherExpenditures |
| End Of Year Balance | 175769441 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 181962102 | BeginningOfYearBalance |
| Contributions | 3826711 | Contributions |
| Investment Earnings Or Losses | 25170324 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2913106 | GrantsOrScholarships |
| Other Expenditures | 8804525 | OtherExpenditures |
| End Of Year Balance | 199241506 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 162646399 | BeginningOfYearBalance |
| Contributions | 3333047 | Contributions |
| Investment Earnings Or Losses | 23834857 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2354022 | GrantsOrScholarships |
| Other Expenditures | 5498179 | OtherExpenditures |
| End Of Year Balance | 181962102 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 209642389 | BeginningOfYearBalance |
| Contributions | 473500 | Contributions |
| Investment Earnings Or Losses | -39519656 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2435575 | GrantsOrScholarships |
| Other Expenditures | 5514259 | OtherExpenditures |
| End Of Year Balance | 162646399 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.43000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 437687 | OtherCostOrOtherBasis |
| Book Value | 437687 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 127678495 | OtherCostOrOtherBasis |
| Depreciation | 43141079 | Depreciation |
| Book Value | 84537416 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10561019 | OtherCostOrOtherBasis |
| Depreciation | 7251191 | Depreciation |
| Book Value | 3309828 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7631483 | OtherCostOrOtherBasis |
| Depreciation | 4286005 | Depreciation |
| Book Value | 3345478 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 91630409 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (10 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIQUID CAPITAL | 71671182 | F |
| INFLATION HEDGING | 8169108 | F |
| GLOBAL EQUITY | 13496226 | F |
| FLEXIBLE CAPITAL | 41099795 | F |
| PRIVATE EQUITY | 24590294 | F |
| FIXED INCOME | 11000 | F |
| REAL ESTATE | 349000 | F |
| SHORT-TERM INVESTMENTS | 8248677 | F |
| SPLIT-INTEREST AGREEMENTS | 907269 | F |
| ABSOLUTE RETURN | 20233631 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 188776182 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYABLE | $556,953 |
| AGENCY FUNDS | $42,305 |
| ASSET RETIREMENT OBLIGATION | $267,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 866929 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 45426251 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9415375 | NetUnrealizedGainsInvestments |
| Other Revenues | -7821437 | OtherRevenues |
| Revenue Not Rptd F990 | 1593938 | RevenueNotRptdF990 |
| Revenue Subtotal | 43832313 | RevenueSubtotal |
| Other Revenues Not Included | -530668 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -530668 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 43301645 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 37704437 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 530668 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 530668 | ExpensesNotRptdF990 |
| Expenses Subtotal | 37173769 | ExpensesSubtotal |
| Other Expenses Not Included | 7818593 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7818593 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 44992362 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE RELIABLE AND GROWING SUPPORT FOR THE ONGOING OPERATIONS OF THE SCHOOL. THE PURPOSE OF THE INVESTMENT COMMITTEE IS TO INVEST THE ENDOWMENT TO PRODUCE TWO RESULTS: 1. PROVIDE A RELIABLE AND GROWING STREAM OF SPENDABLE FUNDS. 2. PROTECT AGAINST PERMANENT CAPITAL LOSS, WHILE PRESERVING AND GROWING THE REAL VALUE OF THE CORPUS OVER TIME. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -7,818,596. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,841. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOKSTORE COST OF GOODS SOLD -530,668. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COGS 530,668. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,818,596. ROUNDING -3. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | POLICY IS DESCRIBED IN SCHOOL REGISTRATION MATERIALS | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | ADMISSIONS | 398 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | 26784 | |
| SOUTH ASIA | 0 | 0 | FUNDRAISING | 25234 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | ADMISSIONS | 9734 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 63138958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 63201108 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 63201108 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 199 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 6867696 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | REDUCTION IN TUITION | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHEILA CULBERT | ||||||||||||||
| HEAD OF SCHOOL | 340668 | 0 | 0 | 0 | 0 | 0 | 87000 | 0 | 52019 | 0 | 479687 | 0 | 0 | 0 |
| RICHARD ESPOSITO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 200113 | 0 | 0 | 0 | 0 | 0 | 20885 | 0 | 75503 | 0 | 296501 | 0 | 0 | 0 |
| NATHAN FOLLANSBEE | ||||||||||||||
| DIRECTOR OF EXTERNAL AFFAIRS | 206540 | 0 | 0 | 0 | 0 | 0 | 20859 | 0 | 19674 | 0 | 247073 | 0 | 0 | 0 |
| AARON HESS | ||||||||||||||
| ASST HEAD OF SCHOOL | 150914 | 0 | 0 | 0 | 0 | 0 | 17111 | 0 | 19273 | 0 | 187298 | 0 | 0 | 0 |
| TIMOTHY STRUTHERS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | 151542 | 0 | 0 | 0 | 0 | 0 | 15643 | 0 | 21732 | 0 | 188917 | 0 | 0 | 0 |
| MARY LISCINSKY | ||||||||||||||
| DEAN OF STUDENTS | 105941 | 0 | 0 | 0 | 0 | 0 | 11058 | 0 | 76956 | 0 | 193955 | 0 | 0 | 0 |
| EDWARD PARSONS | ||||||||||||||
| DEAN OF FACULTY | 116047 | 0 | 0 | 0 | 0 | 0 | 12719 | 0 | 100120 | 0 | 228886 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THE HOUSE WHERE THE HEAD OF SCHOOL RESIDES IS USED FOR MULTIPLE SCHOOL EVENTS. |
| PART I, LINE 4B | SHEILA CULBERT, HEAD OF SCHOOL, PARTICIPATES IN A 457(F) PLAN. AS A RESULT, SHE WAS CREDITED WITH $45,000 DURING CALENDAR YEAR 2012. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 060806186 | 20774L7J8 | 2005-10-15 | 37325541 | SERIES F- REFINANCING PART OF SERIES C AND ALL OF SERIES D | 0 | 0 | 0 |
| CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 060806186 | 20774UD28 | 2008-07-22 | 25627420 | SERIES G- REFINANCING SERIES C, NEW ROOFS, IT | 0 | 0 | 0 |
| CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 060806186 | 20774YBS5 | 2011-08-01 | 8531436 | SERIES H- REFINANCING SERIES E | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 37325541 | 36341226 | 521818 | 462497 | 2005 | 0 | 1 | 1 | 1 | |||
| B | 25627420 | 4458032 | 392010 | 2010 | 1 | 0 | 1 | 1 | 2116418 | 18660961 | ||
| C | 8531436 | 8286000 | 170629 | 63676 | 2011 | 1 | 0 | 1 | 1 | 2767 | 8364 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 0 | 0.00200 | 0.00000 | 0.00200 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 101 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2047118 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE SCHOOL USES THIRD PARTIES TO PROCESS AND SELL NONCASH STOCK CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | TRUSTEES AND MANAGEMENT REVIEW THE PREPARED 990, EXCLUDING THE SCHEDULE B LIST OF CONTRIBUTORS, PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL SENIOR ADMINISTRATORS AND TRUSTEES ARE REQUIRED TO DISCLOSE AND SIGN CONFLICT OF INTEREST AGREEMENTS ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES AND EXECUTIVE COMMITTEE MEMBERS MEET ANNUALLY TO REVIEW THE HEAD OF SCHOOL'S SALARY THROUGH THE USE OF COMPARABLE DATA AND OTHER SOURCES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE NOT AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,841. ROUNDING -3. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADC CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATCHELDER ROAD | AddressLine1 |
| City | WINDSOR | City |
| State | CT | State |
| ZIP Code | 06095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060986152 | EIN |
| Primary Activity | REAL ESTATE RENTAL | PrimaryActivity |
| Legal Domicile State | CT | LegalDomicileState |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 19304 | ShareOfTotalIncome |
| Share Of EOY Assets | 395826 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |