AVON OLD FARMS SCHOOL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- AVON OLD FARMS SCHOOL INC (EIN 06-0655480)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-12
- IRS object ID
- 201130439349300508
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-12T09:40:43-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moriarty & Primack PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Monarch Place Suite 1300 | AddressLine1 |
| City | Springfield | City |
| State | MA | State |
| ZIP Code | 011444011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | 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 | STACY RUWE | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 8604044100 | Phone |
| Date Signed | 2011-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROD MCCORKILL | Name |
| Phone | 4137391800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STACY RUWE | 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 | 53493701 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 220 | TotalNbrEmployees |
| Total Nbr Volunteers | 28 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5630391 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2982790 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16663009 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17829561 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4548425 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2533327 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 769352 | OtherRevenuePriorYear |
| Other Revenue Current Year | 518551 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18514327 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23864229 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3171429 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3491482 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10176567 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10770215 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1568532 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10019196 | OtherExpensePriorYear |
| Other Expenses Current Year | 9400583 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23367192 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23662280 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4852865 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 201949 | RevenuesLessExpensesCY |
| Total Assets BOY | 100895920 | TotalAssetsBOY |
| Total Assets EOY | 103356060 | TotalAssetsEOY |
| Total Liabilities BOY | 35311732 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38686979 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 65584188 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64669081 | 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 | 19744842 | Expense |
| Grants | 3491482 | Grants |
| Revenue | 17475332 | Revenue |
| Description | INDEPENDENT SECONDARY SCHOOL WITH 310 BOARDING STUDENTS AND 97 DAY STUDENTS | Description |
| Total Program Service Expense | 19744842 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | 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 | 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 | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 92 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 220 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 (26 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DEAN C GRAHAM | ||||||||
| CHAIRMAN | X | X | 0 | 0 | 0 | |||
| ARMOUR N MELLON | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| KATHRYN A ORDWAY | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| JOSEPH R BIONDO | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| SAMUEL D CHESTER | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| MARTIN I COLE | ||||||||
| CO-VICE CHAIRMAN, TREASU | X | X | 0 | 0 | 0 | |||
| BRIAN B CONROY | ||||||||
| CO-VICE CHAIRMAN | X | X | 0 | 0 | 0 | |||
| JAMES W CORRIGAN | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| jerold garvey SECRETARY | ||||||||
| DIRECTOR | X | X | 0 | 0 | 0 | |||
| DEE GORDON | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| RICHARD H GORDON | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| JOHN W HAWIE | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| BRENDAN L MCKERNAN | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| STEPHEN S LASH | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| RICHARD W PENDELTON JR | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| SARA ARNELL | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| WADE L MCDEVITT | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| NELSON PELTZ | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| FERN WACHTER | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| JORGE E CONSUEGRA | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| JOSEPH S GIANNAMORE | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| JOHN A NOLAN | ||||||||
| DIRECTOR | X | 0 | 0 | 0 | ||||
| KENNETH LAROCQUE | ||||||||
| HEADMASTER | X | 315774 | 0 | 129526 | 50.00 | X | ||
| STACY S RUWE | ||||||||
| CFO | X | 171367 | 0 | 63207 | 50.00 | X | ||
| PETER EVANS | ||||||||
| DIR. OF DEVELOPMENT | 137032 | 0 | 62373 | 50.00 | X | |||
| JOHN GARDNER | ||||||||
| PROVOST | 132593 | 0 | 57853 | 50.00 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 756766 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 312959 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | 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 | 539632 |
| MACRI ASSOCIATES INC | |||||
| PO BOX 1750 | AVON | CT | 06001 | HEATING CONTRACTOR | 257096 |
| ATRION NETWORKING CORPORATION | |||||
| 30 SERVICE AVENUE | WARWICK | RI | 02886 | TECHNOLOGY SERVICES | 239504 |
| MVP CAMPUS LAUNDRY | |||||
| 109 SANFORD STREET | HAMDEN | CT | 06514 | LAUNDRY SERVICES | 173262 |
| HONEYWELL BUILDING SOLUTIONS | |||||
| 712 BROOK STREET STE 106 | AVON | CT | 06001 | CONTRACTOR | 168892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 2982790 | AllOtherContributions |
| Noncash Contributions | 187689 | NoncashContributions |
| Total Contributions | 2982790 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | 17435304 | 17435304 | |
| HOCKEY RINK RENTALS | 611710 | 313770 | $313,770 | |
| CAMPUS RENTALS | 900002 | 40459 | $40,459 | |
| LEARNING CENTER REVENU | 900002 | 40028 | 40028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17829561 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 397638 | TotalRevenueColumn |
| Exclusion | $397,638 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31550424 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29414735 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2135689 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2135689 | TotalRevenueColumn |
| Exclusion | $2,135,689 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 130740 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 31408 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99332 | TotalRevenueColumn |
| Exclusion | $99,332 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 399670 | GrossSalesOfInventory |
| Cost Of Goods Sold | 183329 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 216341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 216341 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 202878 | TotalRevenueColumn |
| Related Or Exempt Function Income | 202878 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 202878 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23864229 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17894551 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,986,888 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3262789 | Total |
| Program Services | 3262789 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228693 | Total |
| Program Services | 228693 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 668903 | Total |
| Program Services | 215848 | ProgramServices |
| Management And General | 323546 | ManagementAndGeneral |
| Fundraising | 129509 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6669271 | Total |
| Program Services | 5164433 | ProgramServices |
| Management And General | 774989 | ManagementAndGeneral |
| Fundraising | 729849 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1508791 | Total |
| Program Services | 1162031 | ProgramServices |
| Management And General | 180756 | ManagementAndGeneral |
| Fundraising | 166004 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1375192 | Total |
| Program Services | 1076459 | ProgramServices |
| Management And General | 188227 | ManagementAndGeneral |
| Fundraising | 110506 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548058 | Total |
| Program Services | 422005 | ProgramServices |
| Management And General | 65767 | ManagementAndGeneral |
| Fundraising | 60286 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71767 | Total |
| Program Services | 881 | ProgramServices |
| Management And General | 68060 | ManagementAndGeneral |
| Fundraising | 2826 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43200 | Total |
| Management And General | 43200 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113796 | Total |
| Management And General | 113796 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1090814 | Total |
| Program Services | 980969 | ProgramServices |
| Management And General | 69989 | ManagementAndGeneral |
| Fundraising | 39856 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17018 | Total |
| Program Services | 17018 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1324014 | Total |
| Program Services | 1083533 | ProgramServices |
| Management And General | 99763 | ManagementAndGeneral |
| Fundraising | 140718 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490022 | Total |
| Program Services | 320080 | ProgramServices |
| Management And General | 121932 | ManagementAndGeneral |
| Fundraising | 48010 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2192918 | Total |
| Program Services | 2063272 | ProgramServices |
| Management And General | 86956 | ManagementAndGeneral |
| Fundraising | 42690 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215389 | Total |
| Program Services | 145336 | ProgramServices |
| Management And General | 11600 | ManagementAndGeneral |
| Fundraising | 58453 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -1735 | Total |
| Program Services | -1735 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51238 | Total |
| Program Services | 48992 | ProgramServices |
| Management And General | 2078 | ManagementAndGeneral |
| Fundraising | 168 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2137476 | Total |
| Program Services | 1966478 | ProgramServices |
| Management And General | 170998 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CAPITAL PROJECTS | 938642 | 938642 | ||
| FOOD SERVICE | 475777 | 460344 | 715 | 14718 |
| STUDENT ACTIVITIES | 98277 | 98277 | ||
| GIFTS AND AWARDS | 75290 | 41465 | 12090 | 21735 |
| MISCELLANEOUS | 40336 | 22688 | 14444 | 3204 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26344 | Total |
| Program Services | 26344 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23662280 | Total |
| Program Services | 19744842 | ProgramServices |
| Management And General | 2348906 | ManagementAndGeneral |
| Fundraising | 1568532 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4619980 | BOY |
| EOY | 6602698 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11049293 | BOY |
| EOY | 9791298 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32515 | BOY |
| EOY | 21447 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217123 | BOY |
| EOY | 249516 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157069 | BOY |
| EOY | 76282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 100304558 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40329944 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61699815 | BOY |
| EOY | 59974614 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22976925 | BOY |
| EOY | 26497005 | 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 | 100895920 | BOY |
| EOY | 103356060 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 796750 | BOY |
| EOY | 999330 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5819453 | BOY |
| EOY | 6618345 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27528002 | BOY |
| EOY | 26928002 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1167527 | BOY |
| EOY | 4141302 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35311732 | BOY |
| EOY | 38686979 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47253202 | BOY |
| EOY | 47236555 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13737671 | BOY |
| EOY | 12308385 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4593315 | BOY |
| EOY | 5124141 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65584188 | BOY |
| EOY | 64669081 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100895920 | BOY |
| EOY | 103356060 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 20768054 | BeginningOfYearBalance |
| Contributions | 876956 | Contributions |
| Investment Earnings Or Losses | 2244473 | InvestmentEarningsOrLosses |
| End Of Year Balance | 23889483 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25607345 | BeginningOfYearBalance |
| Contributions | 963715 | Contributions |
| Investment Earnings Or Losses | -5803006 | InvestmentEarningsOrLosses |
| End Of Year Balance | 20768054 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.55000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.11000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.34000 | 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 | 5020662 | OtherCostOrOtherBasis |
| Book Value | 5020662 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87097550 | OtherCostOrOtherBasis |
| Depreciation | 33403750 | Depreciation |
| Book Value | 53693800 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7855346 | OtherCostOrOtherBasis |
| Depreciation | 6926194 | Depreciation |
| Book Value | 929152 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 331000 | OtherCostOrOtherBasis |
| Book Value | 331000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 59974614 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED EXPENSES | $17,098 |
| MINIMUM PENSION LIABILITY | $812,350 |
| derivative | $3,311,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4141302 | TotalOfAmounts |
| Total Revenue | 23864229 | TotalRevenue |
| Total Expenses | 23662280 | TotalExpenses |
| Excess Or Deficit For Year | 201949 | ExcessOrDeficitForYear |
| Other | $1,066,032 | OtherAmount |
| Total Adjustments | 1066032 | TotalAdjustments |
| Excess Or Deficit Per FS | 1267981 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21841027 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 214737 | OtherRevenues |
| Revenue Not Rptd F990 | 214737 | RevenueNotRptdF990 |
| Revenue Subtotal | 21626290 | RevenueSubtotal |
| Other Revenues Not Included | 2237939 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2237939 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23864229 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20385535 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 214737 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 214737 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20170798 | ExpensesSubtotal |
| Other Expenses Not Included | 3491482 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3491482 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23662280 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | CHANGE IN UNREALIZED INVESTMENT: 1253543. MINIMUM PENSION LIABILITY ADJUSTMENT: 941255. prior period adjustment due to derivative liability: -1128766. |
| Part XII, Line 2d - Other Adjustments: | COST OF GOODS SOLD: 183329. EXPENSES OF SPECIAL FUNDRAISING EVENTS: 31408. |
| Part XII, Line 4b - Other Adjustments: | SPECIFIC ASSISTANCE TO INDIVIDUALS: 3491482. OTHER: 0. UNREALIZED GAIN / LOSS: -1253543. |
| Part XIII, Line 2d - Other Adjustments: | COST OF SALES: 183329. EXPENSES OF SPECIAL FUNDRAISING EVENTS: 31408. |
| Part XIII, Line 4b - Other Adjustments: | SPECIFIC ASSISTANCE TO INDIVIDUALS: 3491482. OTHER: 0. |
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 |
| Pub Via Broadcast Media Expln | THE NONDISCRIMINATORY POLICY IS PUBLISHED IN ALL SCHOOL CATALOGUES AND BROCHURES. | PubViaBroadcastMediaExpln |
| 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 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| SCHOLARSHIP / STUDENT AID | SUB-SAHARAN AFRICA | 2 | 88260 | SCHOLARSHIPS & GRANTS PROVIDED TO STUDENTS VIA A WAIVER OF TUITION, FEES AND OTHER CHARGES. | FMV |
| SCHOLARSHIP / STUDENT AID | CENTRAL AMERICA AND THE CARIBBEAN | 1 | 30000 | SEE ABOVE | FMV |
| SCHOLARSHIP / STUDENT AID | EUROPE | 1 | 19633 | SEE ABOVE | FMV |
| SCHOLARSHIP / STUDENT AID | EAST ASIA AND PACIFIC | 2 | 38000 | SEE ABOVE | FMV |
| SCHOLARSHIP / STUDENT AID | NORTH AMERICA | 2 | 52800 | SEE ABOVE | FMV |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PARENT'S DINNER/SILENT AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 130740 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 130740 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 31409 | FoodAndBeverageEvent1 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 130740 | GrossReceiptsTotal |
| Gross Revenue Total Events | 130740 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 31409 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 31409 | DirectExpenseSummaryEvents |
| Net Income Summary | 99331 | 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 AID | TypeOfGrant |
| Number Of Recipients | 122 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 3034096 | AmountOfNonCashAssistance |
| Method Of Valuation | fair market value | MethodOfValuation |
| Description Of Non Cash Assistance | Scholarships & grants are provided to students via a waiver of tuition, fees and other charges. | DescriptionOfNonCashAssistance |
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 | 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 (4 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 LAROCQUE | |||||||||||||
| 315774 | 0 | 0 | 0 | 0 | 0 | 49000 | 0 | 80526 | 0 | 445300 | 0 | 0 | 0 |
| STACY S RUWE | |||||||||||||
| 171367 | 0 | 0 | 0 | 0 | 0 | 29860 | 0 | 33347 | 0 | 234574 | 0 | 0 | 0 |
| PETER EVANS | |||||||||||||
| 137032 | 0 | 0 | 0 | 0 | 0 | 23364 | 0 | 39009 | 0 | 199405 | 0 | 0 | 0 |
| JOHN GARDNER | |||||||||||||
| 132593 | 0 | 0 | 0 | 0 | 0 | 22158 | 0 | 35695 | 0 | 190446 | 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 saftey and supervision of students, faculty and other constituencies within the school community. |
| Part I, Line 4a | KENNETH LAROCQUE, HEADMASTER, & STACY RUWE, CFO, PARTICIPATE IN A 457B RETIREMENT PLAN THROUGH THEIR OWN CONTRIBUTIONS. |
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 |
|---|---|---|---|---|---|---|
| STATE OF CONNECTICUT HEALTH AND EDUCTATION FACILITIES AUTHORITY | ||||||
| 060806186 | s99992780 | 2005-05-12 | 21670000 | BUILDING CONSTRUCTION | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCTATION FACILITIES AUTHORITY | ||||||
| 060806186 | s99992780 | 2006-03-09 | 7000000 | BUILDING CONSTRUCTION | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|
| 21670000 | 486297 | 2006 | 0 | 0 | 1 | 1 |
| 7000000 | 134450 | 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 | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 187689 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUES | 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 | donated stock is tranferred to rbc dain rauscher and sold. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | DEE AND RICHARD GORDON ARE MARRIED AND ARE BOTH BOARD MEMBERS. |
| Form 990, Part VI, Section B, line 11 | THE SCHOOL'S 990 IS REVIEWED BY THE TREASURER AND THE FINANCE COMMITTEE. 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 RESOURCE 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 REVIEWES 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. |
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 |
|---|---|---|---|---|---|---|---|---|
| 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 I SUPPORTING OR |
| 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 |
| 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 | 1 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| AVON OLD FARMS SCHOOL FOUNDATION | |
| B | 0 |
| THE RIDDLE TRUST | |
| B | 177000 |