2024-04-09T11:05:55-05:00 2023-06-30 061244958 CARTER HAYES ASSOCIATES PC 1970 WHITNEY AVENUE BLDG 2 HAMDEN CT 06517 990 2022-07-01 262242797 CHAPEL HAVEN ENDOWMENT INC CHAP 2033971714 1040 WHALLEY AVE NEW HAVEN CT 06515 MIKE STORZ PRESIDENT 2033971714 2024-04-08 1 MIKE STORZ 999009999 0 AMY WILD CPA P01692634 2032873990 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MIKE STORZ 1040 WHALLEY AVE NEW HAVEN CT 06515 2982464 0 X WWW.CHAPELHAVEN.ORG X 2007 CT SEE ATTACHEDCHAPEL HAVEN ENDOWMENT'S PURPOSE IS TO MANAGE INVESTMENTS FOR THE LONG TERM FINANCIAL STABILITY OF CHAPEL HAVEN SCHLEIFER CENTER, INC. THE RETURN FROM THESE INVESTMENTS IS TO BE DISTRIBUTED TO CHAPEL HAVEN SCHLEIFER CENTER, INC. FOR UNRESTRICTED AND OPERATIONAL USE WHEN APPROVED BY THE BOARD. 9 9 0 0 0 0 10575 2883200 0 0 51295 99264 0 0 61870 2982464 0 0 0 0 0 0 0 0 100 3503 603048 3503 603048 58367 2379416 11903891 14868008 3965031 4307178 7938860 10560830 X CHAPEL HAVEN ENDOWMENT'S MISSION IS TO MANAGE THE ASSETS OF QUASI-ENDOWMENT FUNDS AND ENDOWMENT FUNDS ESTABLISHED BY DONORS ON BEHALF OF CHAPEL HAVEN SCHLEIFER CENTER, INC. THESE FUNDS ARE INVESTED FOR THE LONG TERM FINANCIAL STABILITY OF CHAPEL HAVEN SCHLEIFER CENTER, INC AND DISTRIBUTIONS TO CHAPEL HAVEN SCHLEIFER CENTER, INC. FOR UNRESTRICED AND RESTRICTED USE AS DETERMINED BY THE BOARD OF DIRECTORS. 0 0 600000 THE ORGANIZATION MANAGES AND DISTRIBUTES ASSETS FOR THE BENEFIT OF CHAPEL HAVEN SCHLEIFER CENTER, INC. 600000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT FL OH NY MD NJ IN X X FRANK HUGHES 2033971714 1040 WHALLEY AVE NEW HAVEN CT 06515 PEGGY BAKER CHAIRPERSON 0.50 0.50 X X 0 0 0 DAVID KESNER VICE CHAIRPERSON 0.50 0.50 X X 0 0 0 MICHAEL GAVIN TREASURER 0.50 0.50 X X 0 0 0 ROBERT NURIN SECRETARY 0.50 0.50 X X 0 0 0 JOHN BILEZIKIAN BOARD MEMBER 0.50 0.50 X 0 0 0 HARRIET SCHLEIFER BOARD MEMBER 0.50 0.50 X 0 0 0 MARY DOHERTY BOARD MEMBER 0.50 0.50 X 0 0 0 TOM O'NEIL BOARD MEMBER 0.50 0.50 X 0 0 0 FRED VOLKMAR BOARD MEMBER 0.50 0.50 X 0 0 0 FRANK HUGHES VICE PRESIDENT FINANCE 1.00 40.00 X 0 115227 11294 MIKE STORZ PRESIDENT 1.00 40.00 X 0 158403 544 EINERA BEUVAIS VICE PRESIDENT 1.00 40.00 X 0 131259 10703 0 404889 22541 0 0 1 0 0 2883200 2883200 99264 99264 2982464 0 0 99264 600000 600000 STATE FILING FEES 2878 2878 MISC FUNDRAISING EXPENS 100 100 BANK FEES 70 70 603048 600000 2948 100 4471915 4217807 1585553 3757880 5846423 6892321 11903891 14868008 2879 3965031 4304299 3965031 4307178 X 7938860 10560830 7938860 10560830 11903891 14868008 2379416 242554 0 X 0 1 X 1 0 X X X 1 CHAPEL HAVEN SCHLEIFER CENTER INC 060925031 10 1 600000 0 1 600000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7085712 2856154 562654 -483166 10987686 7734249 10575 -650101 9011 7085712 6860247 12145 884236 22379 7734249 6678238 2525 199263 19779 6860247 6390194 27439 277505 16900 6678238 0.11100 0.63700 0.25200 0 0 0 DUE TO CHAPEL HAVEN SCHLEIFER CENTER, INC. 4304299 4304299 X PART V, LINE 4: THE ENDOWMENT FUND'S PURPOSE IS TO MANAGE INVESTMENTS FOR THE LONG TERM FINANCIAL STABILITY OF THE ORGANIZATION. THE RETURN FROM THESE INVESTMENTS IS TO BE DISTRIBUTED TO THE ORGANIZATION FOR UNRESTRICTED AND OPERATIONAL USE WHEN APPROVED BY THE BOARD AND BASED ON THE ADOPTED SPENDING POLICY. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS AND HAS NO OPEN TAX YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2020. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X X 0 0 0 0 0 0 0 0 0 MIKE STORZ PRESIDENT 0 158403 0 0 0 0 0 0 0 544 0 158947 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 AS WELL AS THE FINAL AUDIT IS GIVEN TO EACH BOARD MEMBER AND IS REVIEWED BY THE VP OF FINANCE AND THE FINANCE COMMITTEE. SPECIAL ATTENTION IS GIVEN TO THE QUESTIONS THAT SPECIFICALLY AFFECT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD OF DIRECTORS AND EACH MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY FORM AND THESE SIGNED FORMS ARE KEPT ON RECORD. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE REVIEWS WAGES OF MANAGEMENT FROM SIMILAR ORGANIZATION'S 990S FOUND ON GUIDESTAR AS WELL AS REVIEWS THE RESULTS OF CBIA'S ANNUAL SURVEY OF NON-PROFITS THAT INCLUDES WAGE INFORMATION. FORM 990, PART VI, SECTION C, LINE 18 A COPY OF THE 990 IS AVAILABLE TO THE PUBLIC ON THE INTERNET THROUGH GUIDESTAR.ORG AND AVAILABLE UPON REQUEST. FORM 1023 IS NOT AVAILABLE TO THE PUBLIC BUT IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. CHAPEL HAVEN SCHLEIFER CENTER INC 1040 WHALLEY AVENUE NEW HAVEN CT 06515 060925031 TEACH YOUNG ADULTS WITH COGNITIVE DISABILITIES INDEPEDENT LIVING LIFE SKILLS CT 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 CHAPEL HAVEN SCHLEIFER CENTER R 494609 FMV OF CASH