2025-11-10T16:22:02-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-07-01 042534161 CHAPEL HILL-CHAUNCY HALL SCHOOL CHAP 7813140800 785 BEAVER STREET WALTHAM MA 02452 GWEN POJASEK CHIEF FINANCIAL OFFICER 7813140800 2025-11-08 1 0 JOHN TOSCANO P00358542 8605614000 2025-10-29 2024 2025-03-06 01:10:19Z LANCE CONRAD 785 BEAVER STREET WALTHAM MA 02452 20211086 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 22 223 25 0 0 1605041 1441567 15921134 17666301 177074 237821 57382 78097 17760631 19423786 3413661 4904366 0 0 8596133 8986342 0 0 625111 4821950 5119199 16831744 19009907 928887 413879 26293563 27502933 13505440 14049503 12788123 13453430 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 13263294 4904366 14838392 EDUCATION PROVIDED TO APPROXIMATELY 218 BOARDING AND DAY STUDENTS AS PART OF DAILY CURRICULUM AND GRANTS FOR FINANCIAL ASSISTANCE TO STUDENTS IN NEED. 1978296 0 2855627 RUNNING BROOK SUMMER CAMP PROVIDES A VARIETY OF ACTIVITIES AND SERVICES TO OVER 1000 CAMPERS THROUGHOUT THE SUMMER MONTHS. 15241590 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 24 0 1 223 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 X 0 0 0 RHONDA BENTLEY-LEWIS TRUSTEE 1.00 X 0 0 0 CHUCK BLACK TRUSTEE 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 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 THRU 0525 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 STEPHEN RICHARD TRUSTEE 1.00 X 0 0 0 WILLIAM RYAN TRUSTEE 1.00 X 0 0 0 STEFAN SCHURMAN TRUSTEE 1.00 X 0 0 0 DAN STRACHMAN TRUSTEE 1.00 X 0 0 0 RICH TESTA THRU 0525 TRUSTEE 1.00 X 0 0 0 LANCE CONRAD HEAD OF SCHOOL 40.00 X 282888 0 60656 GWEN POJASEK CHIEF FINANCIAL OFFICER 40.00 X 191955 0 56792 JOSHUA BUBAR ASSISTANT HEAD OF SCHOOL 40.00 X 171793 0 18261 LESLIE KAYE CHIEF ADVANCEMENT OFFICER 40.00 X 174055 0 33608 AL UMINA DIRECTOR OF BUILDINGS & GROUNDS 40.00 X 122688 0 30535 KELLY WALSH HEAD OF MIDDLE SCHOOL 40.00 X 130437 0 15598 DENISE GOGUEN CAMP & ACCOUNTS RECEIVABLES MANAGER 40.00 X 113365 0 16634 1187181 0 232084 12 0 1 0 FLIK INTERNATIONAL PO BOX 417632 BOSTON MA 02241 DINING SERVICES 1133380 VANARIA & SONS SITE DEVELOPING INC PO BOX 550231 WALTHAM MA 02455 CONSTRUCTION 754550 DELPHI CONSTRUCTION 255 BEAR HILL ROAD SUITE 301 WALTHAM MA 02451 CONSTRUCTION 636548 UNICLEAN SERVICE CORPORATION PO BOX 497 REVERE MA 02151 CLEANING SERVICES 212050 JOHN'S LANDSCAPE SERVICE INC 2 GARDEN STREET ARLINGTON MA 02474 LANDSCAPE SERVICES 167378 6 200056 1241511 125366 1441567 TUITION, BOARDING FEES 611600 14810674 14810674 CAMP REGISTRATIONS 611600 2855627 2855627 17666301 181833 181833 65610 0 65610 65610 65610 754761 698773 55988 55988 55988 25372 200056 46841 -21469 -21469 69404 41686 27718 27718 OTHER INCOME 900099 6238 6238 6238 19423786 17694019 0 288200 4904366 4904366 621292 533296 87996 6609387 4743917 1649909 215561 303670 226284 66949 10437 875380 609990 231325 34065 576613 378053 172659 25901 37520 37520 86958 86958 1845 1845 123197 8056 115141 150509 26505 74071 49933 608121 608121 51303 28303 22870 130 25359 24719 640 272576 272576 912319 912319 163162 163162 FOOD SERVICE 983647 983647 SCHOOL/CAMP ACTIVITIES 761289 761289 REPAIRS & MAINTENANCE 577531 577531 CAPITAL CAMPAIGN EXPENS 154719 154719 209144 35626 127789 45729 19009907 15241590 3143206 625111 2615665 1727846 567925 300107 469662 226030 22546 15645 283582 142784 34770857 15947804 15902765 18823053 5532935 5581911 58199 58199 840284 627358 26293563 27502933 998826 1329953 5361424 5782138 7145190 6893718 0 43694 13505440 14049503 X 10387135 10098871 2400988 3354559 12788123 13453430 26293563 27502933 X 413879 503699 3211 -255482 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4332030 204344 635982 473644 4698712 3676964 335939 502833 183706 4332030 3286973 224771 339991 174771 3676964 3638747 445634 -635603 161805 3286973 2701458 141692 932289 136692 3638747 0.81410 0.18590 0.00000 0 0 2252770 2252770 23654984 12501147 11153837 4728405 3446657 1281748 4134698 4134698 18823053 LEASE LIABILITY 43694 43694 X 14859375 503699 3211 -5159848 -4652938 19512313 -88527 -88527 19423786 14194068 88527 88527 14105541 4904366 4904366 19009907 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, 2025 OR 2024, 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 2022 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 -4,904,366. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -255,482. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -41,686. SPECIAL EVENT EXPENSE -46,841. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 41,686. SPECIAL EVENT EXPENSE 46,841. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,904,366. 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 189588 179491 10097 2000 19079 483 CHARGER GOLF CLASSIC 35840 20565 15275 16180 8027 1072 225428 200056 25372 18180 27106 1555 46841 -21469 1 FINANCIAL AID & SCHOLARSHIP 108 4904366 FAIR VALUE FINANCIAL ASSISTANCE 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 282888 0 0 0 0 0 19764 0 40892 0 343544 0 0 0 GWEN POJASEK CHIEF FINANCIAL OFFICER 191955 0 0 0 0 0 20700 0 36092 0 248747 0 0 0 LESLIE KAYE CHIEF ADVANCEMENT OFFICER 174055 0 0 0 0 0 9225 0 24383 0 207663 0 0 0 JOSHUA BUBAR ASSISTANT HEAD OF SCHOOL 171793 0 0 0 0 0 17233 0 1028 0 190054 0 0 0 AL UMINA DIRECTOR OF BUILDINGS & GROUNDS 122688 0 0 0 0 0 12978 0 17557 0 153223 0 0 0 PART I, LINE 1A THE OFFICE OF THE HEAD OF SCHOOL IS PROVIDED WITH A DISCRETIONARY ACCOUNT THAT IS REVIEWED QUARTERLY BY THE CHAIR OF THE BOARD OF TRUSTEES. X 5 84761 SALE PRICE X TICKETS, PASSES, MEMBERSHIPS, TRAVEL 25 23195 PRICE X DONATED AUCTION AND EVENT ITEMS 35 17410 FMV 0 0 1 0 SCHEDULE M, 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. INSTITUTION WIDE SALARIES FOR OTHER EMPLOYEES ARE DETERMINED AT MANAGEMENT'S DISCRETION WITH BOARD APPROVED BUDGETED GUIDELINES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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 -255,482. PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.