2024-04-12T15:46:47-05:00 2023-06-30 990635122 COASTAL ACCOUNTANTS & ADVISORS 786 BOSTON POST RD SUITE 206 MADISON CT 06443 990 2022-07-01 060662137 HAMDEN HALL SCHOOL INC HAMD 2037522600 1108 WHITNEY AVENUE HAMDEN CT 06517 ROBERT IZZO HEAD OF SCHOOL 2037522626 2024-04-12 ROBERT IZZO 999009999 0 MICHAEL SPADARO P00177372 2033895371 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT IZZO 1108 WHITNEY AVENUE HAMDEN CT 06517 29530992 0 X WWW.HAMDENHALL.ORG X 1946 CT EDUCATION 18 18 292 0 0 0 1772683 1341809 25004772 27187013 1237925 1002170 0 0 28015380 29530992 6615381 6937552 0 0 13574029 14345240 0 0 650737 5618079 6179397 25807489 27462189 2207891 2068803 47652758 51724469 30764641 31226761 16888117 20497708 X TO CONDUCT, MAINTAIN, OPERATE AND MANAGE AN EDUCATIONAL INSTITUTION AND SCHOOL, TO EDUCATE AND ADVANCE THE EDUCATION OF GIRLS AND BOYS, YOUNG WOMEN AND YOUNG MEN AND TO STIMULATE IN THEM SOUND SCHOLARSHIP, LEARNING, PHYSICAL VIGOR AND UPRIGHTNESS OF CHARACTER BY SUCH METHODS AND UPON SUCH LIVES AS MAY SEEM EXPEDIENT. 0 0 25581141 6937552 27187013 EDUCATION OF PRE-SCHOOL THROUGH TWELFTH GRADE STUDENTS AND RELATED ACTIVITIES. THE TOTAL NUMBER OF STUDENTS WHICH ATTENDED THE SCHOOL IN FISCAL YEAR 2023 WAS 627. 25581141 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 84 0 292 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X PAM MALEC 2037522626 1108 WHITNEY AVENUE HAMDEN CT 06517 JOYCE LUJIC TRUSTEE 0.50 X 0 0 0 DAVID RICCIO TREASURER 0.80 X 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 60.00 X X 424102 0 58054 BARBARA DENATALE TRUSTEE 0.50 X 20400 0 0 ANDREW ACQUARULO PRESIDENT 1.00 X 0 0 0 LAURIE-ANN LETIZIA TRUSTEE 0.50 X 0 0 0 CLEMENT LEWIN TRUSTEE 0.50 X 0 0 0 MARSHAL GIBSON TRUSTEE 0.50 X 0 0 0 JOSEPH SAPIENTE TRUSTEE 0.50 X 0 0 0 ROBERT MASSEY TRUSTEE 0.50 X 0 0 0 JORDAN HADELMAN VICE PRESIDENT 0.50 X 0 0 0 ANTHONY VINGIANO SECRETARY 0.50 X 0 0 0 MEENA MORAN TRUSTEE 0.50 X 0 0 0 ANN MARIE GOLIOTO TRUSTEE 0.50 X 0 0 0 MARIA PROTA TRUSTEE 0.50 X 0 0 0 BAYO AFOLALU TRUSTEE 0.50 X 0 0 0 PHYLLIS PARI TRUSTEE 0.50 X 0 0 0 JOANN SCILLIA TRUSTEE 1.00 X 0 0 0 MARIANNE MCKEON LUCEY TRUSTEE 0.50 X 0 0 0 BETH REILLY BUSINESS MANAGER 40.00 X 108299 0 7294 PAMELA MALEC CONTROLLER 40.00 X 97959 0 6475 JAMES HUNTER DIRECTOR OF FACILITIES 50.00 X 134015 0 17772 KEITH KALISZEWSKI DIR. OF ENROLLMENT MGT. & LOWER SCHOOL ADMISSIONS 40.00 X 130584 0 8341 JANET IZZO DIRECTOR OF ADMISSIONS 40.00 X 149920 0 19320 LORRI CARROLL DIR. OF LOWER SCHOOL 40.00 X 127631 0 9481 DAWN MICELI DIRECTOR OF ADVANCEMENT 40.00 X 127250 0 8733 1320160 0 135470 17 0 1 0 FLIK COMPASS GROUP USA PO BOX 417632 BOSTON MA 022417632 FOOD SERVICE 751710 B & B TRANSPORTATION INC 41 VILLAGE LANE BETHANY CT 06524 STUDENT TRANSPORTATION 249038 DIVERSIFIED BUILDING SERVICES LLC 340 QUINNIPIAC ST BLDG 1 WALLINGFORD CT 06492 JANITORIAL SERVICES 226936 FERRARO'S PAINTING & RESTORATION 439 WASHINGTON AVENUE NORTH HAVEN CT 06492 PAINTING SERVICES 209425 HINDING TENNIS LLC PO BOX 1280 MADISON CT 06443 CONSTRUCTION SERVICES 148500 6 205641 1136168 17821 1341809 STUDENT PROGRAM INCOME 611600 27187013 27187013 27187013 1002170 1002170 29530992 27187013 0 1002170 6937552 6937552 630360 106026 439514 84820 10920696 10315236 266309 339151 690535 596595 65532 28408 1309423 1226421 53087 29915 794226 723254 42715 28257 38049 38049 55817 55817 54470 44054 348 10068 376910 177396 130100 69414 1367532 1335291 18638 13603 2754 2542 112 100 39814 36318 2620 876 378635 364612 8106 5917 1131002 1089112 24216 17674 276137 267247 5139 3751 SUPPLIES 958615 945696 5875 7044 STUDENT ACTIVITIES 740083 714776 19918 5389 MISCELLANEOUS OTHER 691407 635823 52251 3333 MEMBERSHIP 41567 37571 1395 2601 26605 25619 570 416 27462189 25581141 1230311 650737 62238 77089 8397232 5251783 225236 139652 344284 315201 24297 22515 181494 230266 43829108 18163229 23933763 25665879 8937733 14735839 5546481 5286245 47652758 51724469 1181476 1255488 9671110 10906948 19145673 18480442 685149 532295 81233 51588 30764641 31226761 X 16382276 19528635 505841 969073 16888117 20497708 47652758 51724469 X 2068803 -79546 1620334 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8978148 77626 751030 381430 9425374 10417292 482465 -1535119 386490 8978148 7507446 98795 3164097 353046 10417292 7380206 37697 387274 297731 7507446 7412377 63511 175572 271254 7380206 0.95697 0.04303 0 0 4245953 4245953 18118358 7219092 10899266 18601018 8558220 10042798 2863779 2385917 477862 25665879 14735839 F 14735839 DEPOSITS AND MISCELLANEOUS RECEIVABLES 357574 UNAMORTIZED DEBT ISSUANCE COSTS 421240 INTEREST RATE SWAP AGREEMENT 4455843 OPERATING LEASE RIGHT-OF-USE ASSET 51588 5286245 OPERATING LEASE LIABILITY 51588 51588 31071780 1540788 1540788 29530992 0 29530992 27462189 0 27462189 0 27462189 PART V, LINE 4: THE SCHOOL USES ITS ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CURRENT YEAR UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP 1620334. NET UNREALIZED LOSS ON INVESTMENTS -79546. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NOTICE POSTED ON SCHOOL'S WEBSITE. 1 FINANCIAL AID SCHOLARSHIPS 280 5525200 1412352 TUITION REMISSION BENEFITS TO EMPLOYEES AND STUDENT WORK PROGRAMS. PART I, LINE 2: FINANCIAL AID SCHOLARSHIPS PROVIDED TO STUDENTS IS BASED ON FINANCIAL AID APPLICATION COMPLETED BY FAMILY OF STUDENT, AMOUNT OF SCHOLARSHIP IS CALCULATED BASED ON INCOME, ASSETS OF FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 424102 0 0 0 0 0 47788 0 10266 0 482156 0 0 0 JANET IZZO DIRECTOR OF ADMISSIONS 149920 0 0 0 0 0 9054 0 10266 0 169240 0 0 0 JAMES HUNTER DIRECTOR OF FACILITIES 134015 0 0 0 0 0 9324 0 8448 0 151787 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL AND THE DIRECTOR OF LOWER SCHOOL RECEIVE USE OF A PERSONAL RESIDENCE IN ACCORDANCE WITH THE TERMS OF THEIR EMPLOYMENT CONTRACT AGREEMENTS. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 NONEAVAIL 2020-05-01 20385000 SEE PART VI FOR DESCRIPTION OF PURPOSE. 0 0 0 A 1904558 20385000 401375 283166 19700459 2020 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 WEBSTER BANK NATIONAL ASSOC 19.000000000000 0 0 0 0 0 A 0 SCHEDULE K, PART I, ROW A, COLUMN F PROCEEDS OF BOND USED TO REFUND AND REDEEM OUTSTANDING TAX-EXEMPT BONDS ISSUED 7/31/08, TO REFINANCE EXISTING LOANS USED TO PURCHASE AND RENOVATE VARIOUS PROPERTIES, TO RENOVATE OTHER PROPERTY, TO PAY COSTS OF ISSUANCE, SWAP TERMINATION FEES AND SIMILAR FEES AND COSTS WITH RESPECT TO THE BONDS. JANET IZZO EMPLOYEE AND RELATIVE OF CURRENT OFFICER 149920 EMPLOYMENT WAGES 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN IS REVIEWED BY THE SCHOOL'S HEAD OF SCHOOL, CONTROLLER AND TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO APPROPRIATE INDIVIDUALS ANNUALLY AND CONFLICTS DISCLOSED ARE MONITORED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 15A IN 2022, A COMPENSATION COMMITTEE MADE UP OF THE PRESIDENT, VICE PRESIDENT AND TREASURER OF THE BOARD OF TRUSTEES HIRED A THIRD PARTY INDEPENDENT SCHOOL COMPENSATION CONSULTANT FOR THE PURPOSE OF EVALUATING THE HEAD OF SCHOOL'S COMPENSATION. A FULL ANALYSIS WITH COMPARABLE SCHOOL COMPARISONS ARE INCLUDED IN THE REPORT AND IS ON FILE IN THE SCHOOL'S HUMAN RESOURCE DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORM 990 CAN BE FOUND ON GUIDE STAR WEBSITE, EXCLUDING SCHEDULE B. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE BUSINESS MANAGER DURING NORMAL BUSINESS HOURS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JOYCE LUJIC - 1177 RIDGE ROAD, NORTH HAVEN, CT 06473. DAVID RICCIO - 5 BUTTONWOOD DRIVE, BRANFORD, CT 06405. BARBARA DENATALE - 11 WOODSIDE DRIVE, WOODBRIDGE, CT 06525. ANDREW ACQUARULO - 2 WOODMERE CIRCLE, NORTH HAVEN, CT 06473. LAURIE-ANN LETIZIA - 66 HOYT LANE, GUILFORD, CT 06437. CLEMENT LEWIN - 157 HERON DRIVE, ORANGE, CT 06477. MARSHAL GIBSON - 265 CHURCH STREET, STE 504, NEW HAVEN, CT 06510. JOSEPH SAPIENTE - 22 MEADOW WOODS ROAD, SEYMOUR, CT 06483. ROBERT MASSEY - 253 PINE ORCHARD ROAD, BRANFORD, CT 06405. JORDAN HADELMAN - 2550 N. LAKEVIEW AVE., APT. S601, CHICAGO, IL 60614. ANTHONY VINGIANO - 15 CAVALINO WAY, NORTH HAVEN, CT 06473. MEENA MORAN - 7 GUILFORD POINT DRIVE, GUILFORD, CT 06437. ANN MARIE GOLIOTO - 30 SHERWOOD LANE, CHESHIRE, CT 06410. MARIA PROTA - 1361 NORTH HIGH STREET, EAST HAVEN, CT 06512. BAYO AFOLALU - 42 SKYVIEW ROAD, ORANGE, CT 06477. PHYLLIS PARI - 12 QUARRY LANE, HAMDEN, CT 06518. JOANN SCILLIA - 12 JUNIPER POINT ROAD, BRANFORD, CT 06405. MARIANNE MCKEON LUCEY - 7 MEADOW LANE, GREENWICH, CT 06831. FORM 990, PART XI, LINE 9: CURRENT YEAR UNREALIZED GAIN ON INTEREST RATE SWAP 1620334. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT OF THE SCHOOL AND FOR SELECTION OF THE SCHOOL'S AUDITORS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.