AVON OLD FARMS SCHOOL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AVON OLD FARMS SCHOOL INC (EIN 06-0655480)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-06
- IRS object ID
- 201311269349301121
- Schema version
- 2011v1.5
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T14:06:42-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GLASTONBURY BOULEVARD | AddressLine1 |
| City | GLASTONBURY | City |
| State | CT | State |
| ZIP Code | 06033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060655480 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVON OLD FARMS SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AVON | NameControl |
| Phone | 8604044100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 OLD FARMS ROAD | AddressLine1 |
| City | AVON | City |
| State | CT | State |
| ZIP Code | 06001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT ORENSTEIN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 8604044100 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN TOSCANO CPA | Name |
| PTIN | P00358542 | PTIN |
| Phone | 8606333000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENNETH LAROCQUE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 OLD FARMS ROAD | AddressLine1 |
| City | AVON | City |
| State | CT | State |
| ZIP Code | 06001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35489398 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AVONOLDFARMS.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1927 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 226 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 193240 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -64343 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5011035 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3948694 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17980375 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18612442 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 838373 | InvestmentIncomePriorYear |
| Investment Income Current Year | 806410 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 856404 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1107806 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24686187 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24475352 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3482612 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3822661 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10532227 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10982110 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1521150 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9530216 | OtherExpensePriorYear |
| Other Expenses Current Year | 9672843 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23545055 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24477614 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1141132 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2262 | RevenuesLessExpensesCY |
| Total Assets BOY | 106272839 | TotalAssetsBOY |
| Total Assets EOY | 102591576 | TotalAssetsEOY |
| Total Liabilities BOY | 36422402 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38246750 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69850437 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64344826 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO BE THE BEST SCHOOL FOR BOYS BY CULTIVATING YOUNG MEN OF INTEGRITY AND BY PROVIDING A STRUCTURED, SUPPORTIVE LEARNING ENVIRONMENT THAT ENCOURAGES SELF-DISCOVERY AND SOCIAL RESPONSIBILITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19876285 | Expense |
| Grants | 3822661 | Grants |
| Revenue | 18900687 | Revenue |
| Description | INDEPENDENT SECONDARY SCHOOL WITH 307 BOARDING STUDENTS AND 99 DAY STUDENTS. | Description |
| Total Program Service Expense | 19876285 | 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 0 | 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 | 114 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 226 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | 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 | 1 | 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 | LISA MARAIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8604044229 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 OLD FARMS ROAD | AddressLine1 |
| City | AVON | City |
| State | CT | State |
| ZIP Code | 06001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 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 |
|---|---|---|---|---|---|---|---|
| BRIAN B CONROY | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| MARTIN I COLE | |||||||
| VICE-CHAIRMAN/TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| JEROLD T GARVEY | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| SARA ARNELL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM P AUSTIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JORGE E CONSUEGRA JR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JAMES W CORRIGAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| J STRATFORD R DENNIS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| VINCENT J DOWLING JR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JOSEPH S GIANNAMORE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DEE GORDON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| RICHARD H GORDON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DEAN C GRAHAM | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WADE MCDEVITT | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BRENDAN L MCKERNAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ARMOUR N MELLON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JOHN A NOLAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KATHRYN A ORDWAY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| NELSON PELTZ | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| PATRICK RYAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DON W TOREY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| FERN WACHTER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LINDA PRESTON WOODWELL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KENNETH H LAROCQUE | |||||||
| HEADMASTER | 50.00 | X | 327401 | 0 | 103573 | ||
| STACY S RUWE | |||||||
| CFO THROUGH 8/2/11 | 50.00 | X | 220381 | 0 | 60422 | ||
| GLENN SIEBER | |||||||
| INTERIM CFO 10/11 - 6/12 | 50.00 | X | 41480 | 0 | 29185 | ||
| PETER M EVANS | |||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | 164593 | 0 | 72058 | X | ||
| HENRY E FLANAGAN JR | |||||||
| ADMISSIONS, ALUMNI & DEV., COLLEGE COUNSELING | 50.00 | 136387 | 0 | 50264 | X | ||
| JOHN T GARDNER | |||||||
| PROVOST | 50.00 | 145314 | 0 | 66062 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1035556 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 381564 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHARTWELLS | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | FOOD SERVICE | 547052 |
| CLARK COMPANIES | |||||
| 41155 STATE HWY 10 PO BOX 427 | DELHI | NY | 13753 | CONSTRUCTION SERVICES | 492671 |
| HONEYWELL INTERNATIONAL INC | |||||
| BUILDING SOLUTIONS 12490 COLLECTIO | CHICAGO | IL | 60693 | CONTRACTING SERVICES | 436399 |
| ATRION NETWORKING CORPORATION | |||||
| 30 SERVICE AVENUE | WARWICK | RI | 02886 | TECHNOLOGY SERVICES | 272052 |
| POIRIER HOMES LLC | |||||
| 1 OLD MOUNTAIN RD | FARMINGTON | CT | 06032 | CONSTRUCTION SERVICES | 213787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 27723 | FundraisingEvents |
| All Other Contributions | 3920971 | AllOtherContributions |
| Noncash Contributions | 244689 | NoncashContributions |
| Total Contributions | 3948694 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611110 | 18576983 | 18576983 |
| LEARNING CENTER REVENU | 611110 | 35459 | 35459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18612442 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 573749 | TotalRevenueColumn |
| Exclusion | $573,749 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 39367 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 39367 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39367 | TotalRevenueColumn |
| Exclusion | $39,367 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10910079 | Securities |
| Other | 3800 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10641243 | Securities |
| Other | 39975 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 268836 | Securities |
| Other | -36175 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 232661 | TotalRevenueColumn |
| Exclusion | $232,661 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 141632 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 27723 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 134590 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7042 | TotalRevenueColumn |
| Exclusion | $7,042 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 320765 | GrossSalesOfInventory |
| Cost Of Goods Sold | 198238 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 122527 | TotalRevenueColumn |
| Related Or Exempt Function Income | 122527 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| SUMMER CAMP TUITION | 611710 | 358958 | 165718 | 193240 | |
| HOCKEY RINK REVENUE | 713910 | 263918 | $263,918 | ||
| INSURANCE PROCEEDS | 900099 | 154037 | $154,037 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 161957 | TotalRevenueColumn |
| Exclusion | $161,957 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 938870 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24475352 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18900687 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 193240 | UnrelatedBusinessRevenue |
| Exclusion | $1,432,731 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3822661 | Total |
| Program Services | 3822661 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707263 | Total |
| Program Services | 205183 | ProgramServices |
| Management And General | 378971 | ManagementAndGeneral |
| Fundraising | 123109 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7081816 | Total |
| Program Services | 5408176 | ProgramServices |
| Management And General | 904845 | ManagementAndGeneral |
| Fundraising | 768795 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858826 | Total |
| Program Services | 640884 | ProgramServices |
| Management And General | 131160 | ManagementAndGeneral |
| Fundraising | 86782 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1765424 | Total |
| Program Services | 1317566 | ProgramServices |
| Management And General | 256223 | ManagementAndGeneral |
| Fundraising | 191635 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 568781 | Total |
| Program Services | 415210 | ProgramServices |
| Management And General | 91005 | ManagementAndGeneral |
| Fundraising | 62566 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118557 | Total |
| Management And General | 118557 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55040 | Total |
| Management And General | 55040 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60857 | Total |
| Management And General | 60857 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1058321 | Total |
| Program Services | 879069 | ProgramServices |
| Management And General | 170978 | ManagementAndGeneral |
| Fundraising | 8274 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25409 | Total |
| Program Services | 4316 | ProgramServices |
| Management And General | 21093 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477724 | Total |
| Program Services | 191685 | ProgramServices |
| Management And General | 207490 | ManagementAndGeneral |
| Fundraising | 78549 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302871 | Total |
| Program Services | 196866 | ProgramServices |
| Management And General | 75718 | ManagementAndGeneral |
| Fundraising | 30287 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1660851 | Total |
| Program Services | 1411723 | ProgramServices |
| Management And General | 166085 | ManagementAndGeneral |
| Fundraising | 83043 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273765 | Total |
| Program Services | 221770 | ProgramServices |
| Management And General | 6175 | ManagementAndGeneral |
| Fundraising | 45820 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1017665 | Total |
| Program Services | 915899 | ProgramServices |
| Management And General | 101766 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2229289 | Total |
| Program Services | 2006360 | ProgramServices |
| Management And General | 222929 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT SUPPLIES AND EX | 660394 | 634543 | 23012 | 2839 |
| CAPITAL PROJECTS | 576074 | 576074 | ||
| FOOD SERVICE | 527866 | 510989 | 10144 | 6733 |
| MISCELLANEOUS EXPENSES | 241403 | 217352 | 18944 | 5107 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386757 | Total |
| Program Services | 299959 | ProgramServices |
| Management And General | 59187 | ManagementAndGeneral |
| Fundraising | 27611 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24477614 | Total |
| Program Services | 19876285 | ProgramServices |
| Management And General | 3080179 | ManagementAndGeneral |
| Fundraising | 1521150 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 657845 | BOY |
| EOY | 2368860 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6323232 | BOY |
| EOY | 6073830 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8659406 | BOY |
| EOY | 5732851 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7365 | BOY |
| EOY | 51675 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154903 | BOY |
| EOY | 161213 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256508 | BOY |
| EOY | 149081 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 101859978 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 43835979 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59553839 | BOY |
| EOY | 58023999 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25275274 | BOY |
| EOY | 24744392 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5241267 | BOY |
| EOY | 5142475 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143200 | BOY |
| EOY | 143200 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106272839 | BOY |
| EOY | 102591576 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 955858 | BOY |
| EOY | 572306 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6504948 | BOY |
| EOY | 6743400 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26298002 | BOY |
| EOY | 25643002 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2663594 | BOY |
| EOY | 5288042 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36422402 | BOY |
| EOY | 38246750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51177712 | BOY |
| EOY | 48403070 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12174237 | BOY |
| EOY | 8050332 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6498488 | BOY |
| EOY | 7891424 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69850437 | BOY |
| EOY | 64344826 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106272839 | BOY |
| EOY | 102591576 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2262 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5503349 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 33067652 | BeginningOfYearBalance |
| Contributions | 392401 | Contributions |
| Investment Earnings Or Losses | 87477 | InvestmentEarningsOrLosses |
| Other Expenditures | 1134575 | OtherExpenditures |
| End Of Year Balance | 32412955 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29036819 | BeginningOfYearBalance |
| Contributions | 693120 | Contributions |
| Investment Earnings Or Losses | 4479841 | InvestmentEarningsOrLosses |
| Other Expenditures | 1142128 | OtherExpenditures |
| End Of Year Balance | 33067652 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25346685 | BeginningOfYearBalance |
| Contributions | 805939 | Contributions |
| Investment Earnings Or Losses | 3999455 | InvestmentEarningsOrLosses |
| Other Expenditures | 1115260 | OtherExpenditures |
| End Of Year Balance | 29036819 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28589991 | BeginningOfYearBalance |
| Contributions | 3609757 | Contributions |
| Investment Earnings Or Losses | -5592967 | InvestmentEarningsOrLosses |
| Other Expenditures | 1260096 | OtherExpenditures |
| End Of Year Balance | 25346685 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.72000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5020662 | OtherCostOrOtherBasis |
| Book Value | 5020662 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 89373451 | OtherCostOrOtherBasis |
| Depreciation | 37101159 | Depreciation |
| Book Value | 52272292 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7252454 | OtherCostOrOtherBasis |
| Depreciation | 6734820 | Depreciation |
| Book Value | 517634 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 213411 | OtherCostOrOtherBasis |
| Book Value | 213411 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 58023999 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEDGE FUNDS | Description |
| Book Value | 5142475 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5142475 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DERIVATIVE | Description |
| Amount | $5,288,042 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5288042 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INCOME FROM THE SCHOOL'S ENDOWMENT FUNDS IS APPROPRIATED FOR STUDENT FINANCIAL AID, FACULTY SALARIES AND BENEFITS AS WELL AS OTHER OPERATING EXPENSES OF THE SCHOOL, IN ACCORDANCE WITH DONOR-IMPOSED RESTRICTIONS AND THE SCHOOL'S BOARD APPROVED SPENDING POLICY. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL'S U.S. FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2009 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. |
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 | THE NONDISCRIMINATORY POLICY IS PUBLISHED IN ALL SCHOOL CATALOGUES AND BROCHURES. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PARENTS' DINNER/AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 151975 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 27723 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 124252 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 134590 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 151975 | GrossReceiptsTotal |
| Charitable Contributions Total | 27723 | CharitableContributionsTotal |
| Gross Revenue Total Events | 124252 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 134590 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 134590 | DirectExpenseSummaryEvents |
| Net Income Summary | -10338 | NetIncomeSummary |
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 | SCHOLARSHIPS/STUDENT AIDS | TypeOfGrant |
| Number Of Recipients | 143 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 3822661 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | SCHOLARSHIPS & GRANTS ARE PROVIDED TO STUDENTS VIA A WAIVER OF TUITION, FEES AND OTHER CHARGES. | 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: ALL FINANCIAL AID RECIPIENTS ARE REQUIRED TO COMPLETE A FINANCIAL AID STATEMENT AND PROVIDE THE NECESSARY SUPPORTING DOCUMENTATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 (5 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH H LAROCQUE | |||||||||||||
| 327401 | 0 | 0 | 0 | 0 | 0 | 43660 | 0 | 59913 | 0 | 430974 | 0 | 0 | 0 |
| STACY S RUWE | |||||||||||||
| 101465 | 0 | 0 | 0 | 118916 | 0 | 20923 | 0 | 39499 | 0 | 280803 | 0 | 0 | 0 |
| PETER M EVANS | |||||||||||||
| 164593 | 0 | 0 | 0 | 0 | 0 | 25760 | 0 | 46298 | 0 | 236651 | 0 | 0 | 0 |
| HENRY E FLANAGAN JR | |||||||||||||
| 136387 | 0 | 0 | 0 | 0 | 0 | 22660 | 0 | 27604 | 0 | 186651 | 0 | 0 | 0 |
| JOHN T GARDNER | |||||||||||||
| 145314 | 0 | 0 | 0 | 0 | 0 | 23560 | 0 | 42502 | 0 | 211376 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE SCHOOL REQUIRES THAT ITS SENIOR LEADERSHIP RESIDE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE SAFETY AND SUPERVISION OF ITS STUDENTS, FACULTY AND OTHER CONSTITUENCIES WITHIN THE SCHOOL COMMUNITY. |
| PART I, LINE 4A | EFFECTIVE AUGUST 2, 2011, THE SCHOOL ENTERED INTO A SEPARATION AGREEMENT WITH STACY S. RUWE, CFO. PAYMENT TERMS OF THE AGREEMENT INCLUDED TOTAL PAYMENTS OF $125,166. THE SCHOOL MADE PAYMENTS TOTALLING $118,916 DURING 2011 AND $6,250 DURING 2012, IN SATISFACTION OF THE PAYMENT TERMS OF THE SEPARATION AGREEMENT. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| STATE OF CONNECTICUT HEALTH AND EDUCATION FACILITIES AUTHORITY | |||||||
| 060806186 | 20774L2A2 | 2005-05-12 | 21670000 | BUILDING CONSTRUCTION | 0 | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCATION FACILITIES AUTHORITY | |||||||
| 060806186 | 20774UCE3 | 2006-03-09 | 7000000 | BUILDING CONSTRUCTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|
| 2320998 | 19349002 | 2006 | 0 | 0 | 1 | 1 |
| 706000 | 6294000 | 2007 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | |||||||||
| 0 | 1 | 1 | NA | 29.200000000000 | 1 | 0 | 0 | 0 | 1 |
| BANK OF AMERICA | |||||||||
| 0 | 1 | 1 | NA | 29.300000000000 | 1 | 0 | 0 | 0 | 1 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POIRIER HOMES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OWNER OF BUSINESS IS RELATED TO CURRENT DIRECTOR | Relationship |
| Amount Of Transaction | 295282 | AmountOfTransaction |
| Description Of Transaction | GENERAL CONTRACTING SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 126294 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS DONATED AUCTION ITEMS | Description |
| Number Of Contributions | 325 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 118395 | 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 MAINTAINS ACCOUNTS WITH THIRD PARTY FINANCIAL INSTITUTIONS WHICH ARE USED TO LIQUIDATE GIFTS OF MARKETABLE SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | TO BE THE BEST SCHOOL FOR BOYS BY CULTIVATING YOUNG MEN OF INTEGRITY AND BY PROVIDING A STRUCTURED, SUPPORTIVE, LEARNING ENVIRONMENT THAT ENCOURAGES SELF-DISCOVERY AND SOCIAL RESPONSIBILITY. |
| FORM 990, PART VI, SECTION A, LINE 2 | DEE AND RICHARD H. GORDON ARE DIRECTORS WHO ARE RELATED THROUGH MARRIAGE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE SCHOOL'S 990 IS FIRST REVIEWED BY THE CFO AND CONTROLLER. ONCE ANY NECESSARY EDITS HAVE BEEN MADE, THE RETURN IS THEN PROVIDED TO THE TREASURER AND THE FINANCE COMMITTEE FOR FURTHER REVIEW AND APPROVAL. IT IS MADE AVAILABLE TO THE FULL BOARD BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE SECRETARY SHALL SEND TO EACH PERSON WHO IS A DIRECTOR OR OFFICER OF THE SCHOOL, AND TO THOSE KEY EMPLOYEES OF THE SCHOOL AS THE BOARD MAY DETERMINE, A COPY OF THIS POLICY REGARDING CONFLICT OF INTEREST, TOGETHER WITH A QUESTIONNAIRE INQUIRING AS TO CONFLICTS. ALL OTHER EMPLOYEES WILL BE MADE AWARE OF THE POLICY FROM THE DIRECTOR OF HUMAN RESOURCES, AND THEY SHOULD DISCLOSE ANY CONFLICTS OF INTEREST. IT SHALL BE THE DUTY OF EACH DIRECTOR, OFFICER AND KEY EMPLOYEE, AS THE CASE MAY BE, TO INFORM THE SECRETARY AND THE HEADMASTER OF ANY AND ALL CHANGES IN THE INFORMATION SET FORTH IN THE QUESTIONNAIRE OR OTHERWISE UPDATE THE SECRETARY IN A TIMELY FASHION. WHEN IN DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, OR MAY EXIST, IT SHALL BE THE DUTY OF EACH PERSON TO INFORM THE SECRETARY OR HEADMASTER FOR CLARIFICATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AVON OLD FARMS COMPENSATION GOAL PROVIDES A TOTAL COMPENSATION PROGRAM WHICH RECOGNIZES INDIVIDUAL PERFORMANCE AND MAINTAINS A COMPETITIVE MARKET POSITION. THE SCHOOL'S HUMAN RESOURCES DEPARTMENT UTILIZES THE FOLLOWING FACTORS TO ESTABLISH EMPLOYEE PAY LEVELS AND BENEFITS INCLUDING: MARKET SURVEY OF COMPARABLE POSITIONS AT COMPARABLE PRIVATE SCHOOLS, PERFORMANCE EVALUATIONS, REGIONAL COST OF LIVING DIFFERENTIALS, AS WELL AS RECRUITMENT AND RETENTION EXPERIENCE. THE BOARD'S EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE EXECUTIVE AND KEY EMPLOYEES' COMPENSATION PACKAGES ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL PROVIDES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -849,546. CHANGE IN VALUE OF SWAP AGREEMENT -2,656,522. PROVISION FOR UNCOLLECTIBLE PLEDGES -1,997,281. TOTAL TO FORM 990, PART XI, LINE 5: -5,503,349. |
| FORM 990, PART XII, LINE 2C: | THE SCHOOL HAS NOT CHANGED ITS PROCESSES DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| AVON OLD FARMS SCHOOL FOUNDATION | ||||||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | 066386828 | FORMED FOR THE PURPOSE OF OPERATING AS A SUPPORTING ORG. FOR THE SCHOOL. | CT | 501(C)(3) | TYPE 1 | AVON OLD FARMS SCHOOL INC | 0 |
| THE RIDDLE TRUST | ||||||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | 066074707 | PROVIDE FINANCIAL SUPPORT TO AVON OLD FARMS SCHOOL. | CT | 4947 (A)(1) | CHARITABLE TRUST | AVON OLD FARMS SCHOOL INC | 0 |
| 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 |
| 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 | 0 | 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 |