2024-12-04T12:42:45-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2023-07-01 042534161 CHAPEL HILL-CHAUNCY HALL SCHOOL CHAP 7813140800 785 BEAVER STREET WALTHAM MA 02452 GWEN POJASEK CHIEF FINANCIAL OFFICER 7813140800 2024-12-03 1 0 JOHN TOSCANO P00358542 8605614000 2024-11-21 2023 2024-10-15 13:58:12Z LANCE CONRAD 785 BEAVER STREET WALTHAM MA 02452 18390064 0 X WWW.CHCH.ORG X 1972 MA WE ENGAGE A DIVERSE COMMUNITY OF LEARNERS IN A COLLABORATIVE EDUCATIONAL EXPERIENCE, PREPARING THEM FOR COLLEGE SUCCESS AND A LIFETIME OF MEANINGFUL ENGAGEMENT WITH THE BROADER WORLD. 22 22 232 25 0 0 1381343 1605041 14791130 15921134 172079 177074 56820 57382 16401372 17760631 2791921 3413661 0 0 7933711 8596133 0 0 610295 4795013 4821950 15520645 16831744 880727 928887 24757486 26293563 13361708 13505440 11395778 12788123 WE ENGAGE A DIVERSE COMMUNITY OF LEARNERS IN A COLLABORATIVE EDUCATIONAL EXPERIENCE, PREPARING THEM FOR COLLEGE SUCCESS AND A LIFETIME OF MEANINGFUL ENGAGEMENT WITH THE BROADER WORLD. 0 0 11418503 3413661 13188079 EDUCATION PROVIDED TO APPROXIMATELY 200 BOARDING AND DAY STUDENTS AS PART OF DAILY CURRICULUM AND GRANTS FOR FINANCIAL ASSISTANCE TO STUDENTS IN NEED. 1834268 0 2756008 SUMMER AND CAMPS - COSTS TO OPERATE CAMPS WHICH PROVIDE CAMPERS WITH VARIOUS ACTIVITIES AND PROGRAMS 13252771 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 232 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X GWEN POJASEK 7813140800 785 BEAVER STREET WALTHAM MA 02452 CHARLOTTE MERRELL CHAIR OF THE BOARD 5.00 X X 0 0 0 DEB MANKIW VICE CHAIR OF THE BOARD 5.00 X X 0 0 0 JEFF WOLK TREASURER 5.00 X X 0 0 0 JOHN BUTEN CLERK 1.00 X 0 0 0 RHONDA BENTLEY-LEWIS TRUSTEE 1.00 X 0 0 0 CHUCK BLACK TRUSTEE 1.00 X 0 0 0 SCOTT BRODY TRUSTEE (THRU 05/24) 1.00 X 0 0 0 LAURA CABOT CARRIGAN TRUSTEE 1.00 X 0 0 0 JOE CANNISTRARO TRUSTEE 1.00 X 0 0 0 SILVINA CHOUMENKOVITCH TRUSTEE 1.00 X 0 0 0 DAVID COHEN TRUSTEE 1.00 X 0 0 0 LESLIE COHEN TRUSTEE 1.00 X 0 0 0 BOB DONNELLY TRUSTEE 1.00 X 0 0 0 CHARLIE EVANGELAKOS TRUSTEE (THRU 05/24) 1.00 X 0 0 0 SEAN FERGUSON TRUSTEE 1.00 X 0 0 0 MARK HARDMON TRUSTEE 1.00 X 0 0 0 ALDEN HARRINGTON TRUSTEE 1.00 X 0 0 0 GRACE HEINTZ TRUSTEE 1.00 X 0 0 0 NICK MARSH TRUSTEE 1.00 X 0 0 0 SEAN MULVEHILL TRUSTEE 1.00 X 0 0 0 LEE PETERSON TRUSTEE 1.00 X 0 0 0 WILLIAM RYAN TRUSTEE 1.00 X 0 0 0 KIM SCIACCA TRUSTEE (THRU 05/24) 1.00 X 0 0 0 DAN STRACHMAN TRUSTEE 1.00 X 0 0 0 RICH TESTA TRUSTEE 1.00 X 0 0 0 LANCE CONRAD HEAD OF SCHOOL 40.00 X 269565 0 56208 GWEN POJASEK CHIEF FINANCIAL OFFICER 40.00 X 180819 0 51632 LESLIE KAYE CHIEF ADVANCEMENT OFFICER 40.00 X 163818 0 31714 JOSHUA BUBAR ASSISTANT HEAD OF SCHOOL 40.00 X 163490 0 17447 AL UMINA DIRECTOR OF BUILDINGS & GROUNDS 40.00 X 120945 0 32755 KELLY WALSH HEAD OF MIDDLE SCHOOL 40.00 X 118561 0 14488 DENISE GOGUEN CAMP & AR MANAGER 40.00 X 110004 0 15926 1127202 0 220170 9 0 1 0 FLIK INTERNATIONAL PO BOX 417632 BOSTON MA 02241 DINING SERVICES 1149588 VANARIA & SONS SITE DEVELOPING INC PO BOX 550231 WALTHAM MA 02455 CONSTRUCTION 536179 UNICLEAN SERVICE CORPORATION PO BOX 497 REVERE MA 02151 CLEANING 214999 MARK ROGERS 15 FRANCIS STREET WALTHAM MA 02451 CONSTRUCTION 138984 SPERBER LANDSCAPE COMPANIES OF NE LLC (D PO BOX 847071 LOS ANGELES CA 900847071 LANDSCAPING 105535 6 168905 1436136 60659 1605041 TUITION, BOARDING FEES 611600 13165126 13165126 CAMP REGISTRATIONS 611600 2756008 2756008 15921134 175757 175757 61473 0 61473 61473 61473 522564 15700 536947 0 -14383 15700 1317 1317 28125 168905 55169 -27044 -27044 60270 37317 22953 22953 17760631 15944087 0 211503 3413661 3413661 588554 505344 83210 6278335 4500142 1568886 209307 281555 204115 61041 16399 907077 621254 230913 54910 540612 343718 161161 35733 12478 12478 52711 52711 29090 26146 2944 109957 13150 96807 142298 37912 76098 28288 87135 34179 52956 397176 397176 68312 21763 46533 16 13411 12761 650 263964 263964 885353 885353 134764 134764 FOOD SERVICE 876963 876963 SCHOOL/CAMP ACTIVITIES 693709 693709 REPAIRS & MAINTENANCE 591858 591858 CAPITAL CAMPAIGN EXPENS 155981 155981 306790 192944 88045 25801 16831744 13252771 2968678 610295 2320643 2615665 319438 567925 529469 469662 20578 22546 238212 283582 31301141 15398376 15157401 15902765 5227033 5532935 58199 58199 886513 840284 24757486 26293563 789564 998826 5185802 5361424 7386342 7145190 13361708 13505440 X 10466599 10387135 929179 2400988 11395778 12788123 24757486 26293563 X 928887 502206 7482 -46230 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3676964 335939 502833 183706 4332030 3286973 224771 339991 174771 3676964 3638747 445634 -635603 161805 3286973 2701458 141692 932289 136692 3638747 2525041 207899 99507 130989 2701458 0.81690 0.18310 0.00000 0 0 2252769 2252769 24507183 12188130 12319053 4022692 3210246 812446 518497 518497 15902765 X 14949144 502206 7482 -3413661 -2903973 17853117 -92486 -92486 17760631 13510569 92486 92486 13418083 3413661 3413661 16831744 PART V, LINE 4: INCOME FROM THE SCHOOL'S ENDOWMENT IS APPROPRIATED FOR STUDENT FINANCIAL AID, TEACHERS' SALARIES AND BENEFITS, AND OPERATING EXPENSES OF THE SCHOOL. APPROPRIATIONS ARE MADE IN ACCORDANCE WITH DONOR RESTRICTIONS AND THE SCHOOL'S APPROVED SPENDING POLICY. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 OR 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 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 STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,413,661. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -37,317. SPECIAL EVENT EXPENSE -55,169. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 37,317. SPECIAL EVENT EXPENSE 55,169. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,413,661. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY IS INCLUDED IN BROCHURES AND OTHER COLLATERAL MATERIALS OF THE SCHOOL. FALL GALA CASINO NIGHT 155750 145525 10225 600 19363 2775 1977 CHARGER GOLF CLASSIC 41280 23380 17900 14000 14356 2098 197030 168905 28125 14600 33719 2775 4075 55169 -27044 1 FINANCIAL AID 89 3413661 FAIR VALUE FINANCIAL AID PART I, LINE 2: CH-CH USES CLARITY TO ASSIST WITH CREATING AN APPROPRIATE FINANCIAL AID PACKAGE. THE CLARITY REPORT, COMBINED WITH TAX DOCUMENTS AND INFORMATION GATHERED BY THE FINANCIAL AID OFFICE, ALL HELP DETERMINE A FAMILY'S AWARD. THE FINANCIAL AID COMMITTEE EVALUATES EACH FAMILY'S SITUATION INDIVIDUALLY AND AT TIMES THE AMOUNT OF AN AWARD MAY DIFFER FROM THAT STATED ON THE CLARITY REPORT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 LANCE CONRAD HEAD OF SCHOOL 269565 0 0 0 0 0 18870 0 37338 0 325773 0 0 0 GWEN POJASEK CHIEF FINANCIAL OFFICER 180819 0 0 0 0 0 19450 0 32182 0 232451 0 0 0 LESLIE KAYE CHIEF ADVANCEMENT OFFICER 163818 0 0 0 0 0 8700 0 23014 0 195532 0 0 0 JOSHUA BUBAR ASSISTANT HEAD OF SCHOOL 163490 0 0 0 0 0 16405 0 1042 0 180937 0 0 0 AL UMINA DIRECTOR OF BUILDINGS & GROUNDS 120945 0 0 0 0 0 12791 0 19964 0 153700 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS PROVIDED WITH A DISCRETIONARY ACCOUNT WITH EXPENSES THAT ARE REVIEWED QUARTERLY BY THE BOARD OF TRUSTEES. X 6 37094 FMV X DONATED AUCTION AND EVENT ITEMS 35 23565 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE FULL AUTHORITY TO ACT ON BEHALF OF THE BOARD BETWEEN REGULARLY SCHEDULED BOARD MEETINGS. ITS ACTIONS SHALL BE SUBJECT TO REVIEW AND RATIFICATION BY THE BOARD AT REGULAR OR A SPECIAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B UPON THE COMPLETION OF OUR ANNUAL AUDIT AND THE PREPARATION OF THE TAX DOCUMENTS, THE DRAFT 990 ALONG WITH THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED WITH BOTH THE AUDIT AND LARGER BOARD BEFORE THEY GO INTO FINAL VERSION AND ARE FILED. FORM 990, PART VI, SECTION B, LINE 12C IN CASES OF CONFLICT OF INTEREST OR APPEARANCE OF CONFLICT, THE SCHOOL'S BOARD MEMBERS MUST MAKE FULL DISCLOSURE OF SUCH INTEREST PRIOR TO ANY DISCUSSION OR NEGOTIATION CONCERNING A PROPOSED TRANSACTION. ANY BOARD OR COMMITTEE MEMBER WHO IS AWARE OF A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD OR COMMITTEE SHALL NOT BE PRESENT FOR ANY DISCUSSION OR VOTE IN CONNECTION WITH THE MATTER. THE BOARD MEMBERS WILL SUBMIT ANNUAL REPORTS AND, IF NOT PREVIOUSLY DISCLOSED, WILL MAKE DISCLOSURE BEFORE ANY RELEVANT BOARD OR COMMITTEE ACTION. THESE REPORTS WILL BE REVIEWED BY THE HEAD'S SUPPORT COMMITTEE, SERVING IN AN EXECUTIVE CAPACITY, ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT(S) AND, IN THE ABSENCE OF RESOLUTION, REFER THE MATTER TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES, ANNUALLY MAKES RECOMMENDATIONS TO THE FULL BOARD IN DETERMINING COMPENSATION FOR KEY OFFICIALS BASED UPON DATA FROM COMPARABLE INSTITUTIONS FOR SIMILAR POSITIONS AND RESPONSIBILITIES. THE ORGANIZATION ALSO PERFORMS AN ANNUAL COMPENSATION SURVEY BY REVIEWING FORM 990 OF PEER ORGANIZATIONS TO DETERMINE THE REASONABLENESS OF COMPENSATION. INSTITUTIONWIDE SALARIES FOR OTHER EMPLOYEES ARE DETERMINED AT MANAGEMENT'S DISCRETION WITH BOARD APPROVED BUDGETED GUIDELINES. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -46,230. PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.