2026-07-10T10:15:53-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-09-01 060646702 RENBROOK SCHOOL RENB 8602361661 2865 ALBANY AVENUE WEST HARTFORD CT 06117 KERRY DOHERTY CHIEF FINANCIAL OFFICER 8602361661 2026-07-09 1 1 ALEXANDRA SPIELVOGEL P02040631 8602316628 2026-07-01 2024 2025-03-06 01:10:19Z KERRY DOHERTY 2865 ALBANY AVENUE WEST HARTFORD CT 06117 26584494 0 X WWW.RENBROOK.ORG X 1936 CT FUELED BY A TRADITION OF INNOVATION, SELF-DISCOVERY, AND THE PURSUIT OF EXCELLENCE, RENBROOK SCHOOL PLACES STUDENTS AT THE CENTER OF THEIR LEARNING.WE EDUCATE AND INSPIRE STUDENTS TO DEVELOP THE CHARACTER, KNOWLEDGE, AND CREATIVITY TO LEAD IN AN INCREASINGLY GLOBAL AND INCLUSIVE WORLD.IN A NURTURING COMMUNITY, RENBROOK STUDENTS GAIN THE SKILLS AND DISPOSITIONS OF ENGAGED, LIFE-LONG LEARNERS. 32 29 384 500 0 0 1776678 4424274 14080125 15586520 480435 1790034 169322 57035 16506560 21857863 1820625 1995069 0 0 9670708 10546962 0 0 878476 4827775 5249213 16319108 17791244 187452 4066619 51453505 57147094 9858646 11233331 41594859 45913763 X FUELED BY A TRADITION OF INNOVATION, SELF-DISCOVERY, AND THE PURSUIT OF EXCELLENCE, RENBROOK SCHOOL PLACES STUDENTS AT THE CENTER OF THEIR LEARNING.WE EDUCATE AND INSPIRE STUDENTS TO DEVELOP THE CHARACTER, KNOWLEDGE, AND CREATIVITY TO LEAD IN AN INCREASINGLY GLOBAL AND INCLUSIVE WORLD.IN A NURTURING COMMUNITY, RENBROOK STUDENTS GAIN THE SKILLS AND DISPOSITIONS OF ENGAGED, LIFE-LONG LEARNERS. 0 0 12422664 1995069 13245354 A PRIMARY AND SECONDARY SCHOOL SERVING STUDENTS IN GRADES PRESCHOOL THROUGH GRADE 8, WITH ENROLLMENT OF APPROXIMATELY 368 STUDENTS. THE PROGRAM PROVIDES A COMPREHENSIVE EDUCATION CURRICULUM THAT INCLUDES RIGOROUS ACADEMIC EXCELLENCE, A STRONG SENSE OF COMMUNITY AND SELF-DEVELOPMENT 1530584 0 2376549 SUMMER DAY CAMP OPEN TO CHILDREN AGE THREE YEARS THROUGH TENTH GRADE STUDENTS, SERVING APPROXIMATELY 900 STUDENTS THROUGHOUT THE EIGHT WEEK CAMP SEASON. 13953248 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 52 0 1 384 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X KERRY DOHERTY 8602361661 2865 ALBANY AVENUE WEST HARTFORD CT 06117 MATTHEW SIGRIST HEAD OF SCHOOL 40.00 X 402300 0 139218 KERRY DOHERTY CHIEF FINANCIAL OFFICER 40.00 X 152181 0 112398 JULIE SCHLOSSINGER LOWER SCHOOL HEAD & ASSOCIATE HOS 40.00 X 132207 0 10075 JAMES O'DONNELL UPPER SCHOOL HEAD 40.00 X 125536 0 33659 CARA WOODS DIRECTOR OF ALUMNI & DEVEL 40.00 X 121408 0 83759 CHARLES L VAUGHAN BOARD MEMBER/FACULTY REP UNTIL 06/25 2.00 X 57419 0 9993 ELISSA MAUKE BOARD MEMBER/FACULTY REP AS OF 06/25 2.00 X 57166 0 74739 FERN J BARRASSO CHAIR 5.00 X X 0 0 0 WILLIAM V N PHILIP VICE CHAIR 2.00 X X 0 0 0 MICHAEL D KLETT TREASURER 2.00 X X 0 0 0 STEPHEN A ROTH SECRETARY 2.00 X X 0 0 0 MOLLY R RUTLEDGE AT LARGE 2.00 X X 0 0 0 THOMAS O BARNES SR BOARD MEMBER AS OF 6/25 2.00 X 0 0 0 CAROLINE M BUCKLEY BOARD MEMBER 2.00 X 0 0 0 MELISSA L CALLAHAN BOARD MEMBER UNTIL 6/25 2.00 X 0 0 0 ELIZABETH CHOU BOARD MEMBER 2.00 X 0 0 0 REBECCA K CORBIN LOREE BOARD MEMBER 2.00 X 0 0 0 ROBERT V DEUTSCH BOARD MEMBER 2.00 X 0 0 0 OAKLEY V DURYEA BOARD MEMBER AS OF 6/25 2.00 X 0 0 0 ANJANETTE FERRIS SENATUS BOARD MEMBER UNTIL 6/25 2.00 X 0 0 0 JUNISA S GREAR BOARD MEMBER 2.00 X 0 0 0 EMILY HARRINGTON BOARD MEMBER AS OF 6/25 2.00 X 0 0 0 BROOK A HAZLETON BOARD MEMBER UNTIL 6/25 2.00 X 0 0 0 BARBARA HENNESSY BOARD MEMBER 2.00 X 0 0 0 COURTNEY A JACKOWITZ BOARD MEMBER AS OF 6/25 2.00 X 0 0 0 KATHERINE PHILIP KAUFMAN BOARD MEMBER 2.00 X 0 0 0 CARROLL K LANE BOARD MEMBER UNTIL 9/25 2.00 X 0 0 0 JOLYN MANAFORT BOARD MEMBER 2.00 X 0 0 0 JESSICA MATZKIN BOARD MEMBER UNTIL 6/25 2.00 X 0 0 0 MARIELA PODOLSKI BOARD MEMBER 2.00 X 0 0 0 TEJAL SHAH BOARD MEMBER 2.00 X 0 0 0 BHAVNA SACHETI SINGH BOARD MEMBER AS OF 6/25 2.00 X 0 0 0 JODY REILLY SOJA BOARD MEMBER AS OF 6/25 2.00 X 0 0 0 MARIA V TARANTINO BOARD MEMBER 2.00 X 0 0 0 GEORGE R TRUMBULL IV BOARD MEMBER 2.00 X 0 0 0 WILSON VEGA BOARD MEMBER UNTIL 6/25 2.00 X 0 0 0 HEATHER A VIETS BOARD MEMBER 2.00 X 0 0 0 HERMAN H WOODARD JR BOARD MEMBER 2.00 X 0 0 0 NICHELLE G WOODSON BOARD MEMBER 2.00 X 0 0 0 1048217 0 463841 5 0 1 0 SAGE DINING 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 772889 BURLINGTON CONSTRUCTION CO 450 NEW LITCHFIELD STREET TORRINGTON CT 06790 CONSTRUCTION SERVICES 691552 SMG CORPORATE SERVICES PO BOX 53 BRATTLEBORO VT 05302 CLEANING SERVICES 249471 ANTINOZZI ASSOCIATES PC 271 FAIRFIELD AVENUE BRIDGEPORT CT 06604 ARCHITECTURAL SERVICES 140119 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION SERVICES 111654 6 167441 567658 3689175 436262 4424274 TUITION 611710 13209971 13209971 CAMP REVENUE 611710 2376549 2376549 15586520 876631 876631 29464 0 29464 29464 29464 5601222 4687819 913403 913403 913403 31000 167441 38812 -7812 -7812 MISCELLANEOUS 611710 13744 13744 YEARBOOK 611710 11879 11879 SECONDARY SCHOOL CONF INCOME 611710 9760 9760 35383 21857863 15621903 0 1811686 1995069 1995069 1010892 337301 539278 134313 7039510 5139600 1520722 379188 192660 142590 41945 8125 1747410 1649502 67406 30502 556490 388512 134192 33786 24723 24723 54284 54284 27447 27447 59851 59851 109915 4326 105589 139919 73307 19855 46757 236204 169425 39787 26992 1129708 1093358 36350 85669 85669 1116651 1004986 111665 446991 317356 129635 FOOD/FOOD SERVICE 715985 715985 SUPPLIES 312218 296494 15724 DEVELOPMENT 218813 218813 ATHLETICS 90110 90110 480725 449658 31067 17791244 13953248 2959520 878476 37315 265744 674323 751530 2464389 3560903 4657822 4949823 33334 16667 1261086 1457395 40114314 19725213 19232570 20389101 23092666 25755931 51453505 57147094 388987 1002772 9365880 10167082 70968 32258 32811 31219 9858646 11233331 X 28309777 30213072 13285082 15700691 41594859 45913763 51453505 57147094 4066619 252285 0 X 0 1 X 1 0 X 3154482 5154267 1906078 1776678 4424274 16415779 3154482 5154267 1906078 1776678 4424274 16415779 3352095 13063684 338433 662700 508383 709762 906095 3125373 53950 30596 66623 101656 31000 283825 19824977 66614259 0.65900 0.67810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15020083 123018 1697743 77219 429529 16334096 12787408 450212 2263455 75385 405607 15020083 11938535 213370 1094055 109599 348953 12787408 14248752 97990 -1942702 105321 360184 11938535 11992177 66207 2676546 116248 369930 14248752 0.52500 0.31900 0.15600 0 0 6590000 6590000 16629087 9703960 6925127 10880404 5630581 5249823 6014823 4390672 1624151 20389101 GIFT ANNUITY LIABILITY 14064 ACCOUNT LIABILITY 17155 31219 18875071 252285 38812 291097 18583974 27447 3246442 3273889 21857863 14556167 38812 38812 14517355 27447 3246442 3273889 17791244 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR A VARIETY OF PURPOSES AS DESIGNATED BY THE DONORS; OR IN THE ABSENCE OF SUCH DESIGNATION, AT THE DISCRETION OF THE BOARD OF TRUSTEES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON FORM 990 38,812. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 3,246,442. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON FORM 990 38,812. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 3,246,442. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL APPLICANTS ARE GIVEN AN APPLICATION WHICH FULLY DESCRIBES THE SCHOOL'S NONDISCRIMINATION POLICY. FURTHERMORE, THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY ON ITS WEBSITE. SCHEDULE E, PART I, LINE 6 DURING THE YEAR ENDED AUGUST 31, 2024, THE SCHOOL APPLIED FOR CREDITS OF APPROXIMATELY $440,000 UNDER THE EMPLOYEE RETENTION CREDIT (ERC) PROGRAM ESTABLISHED BY THE CARES ACT AND FILED THE NECESSARY FORMS TO CLAIM THE ERC. THE SCHOOL RECEIVED A REFUND PLUS INTEREST DURING 2025, TOTALING $567,658. THERE IS A POSSIBILITY THAT UPON SUBSEQUENT REVIEW, THE INTERNAL REVENUE SERVICE COULD REACH A DIFFERENT CONCLUSION REGARDING THE SCHOOL'S ELIGIBILITY TO RECEIVE THE ERC CREDITS WHICH IT HAS BEEN PAID FOR. THE AMOUNT OF LIABILITY, IF ANY, FROM POTENTIAL NONCOMPLIANCE CANNOT BE DETERMINED WITH CERTAINTY. THE SCHOOL DOES NOT OTHERWISE RECEIVE GOVERNMENT FUNDING. CELEBRATE RENBROOK 198441 167441 31000 28072 3900 6840 198441 167441 31000 28072 3900 6840 38812 -7812 1 FINANCIAL AID 95 1995069 FMV TUITION REDUCTION PART I, LINE 2: NEED-BASED FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY THE SCHOOL AND CLARITY GUIDELINES WHICH PROVIDE A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER AND ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. X X X 0 0 0 0 0 0 0 1 0 MATTHEW SIGRIST HEAD OF SCHOOL 352300 0 50000 0 0 0 32360 0 106858 0 541518 0 0 0 KERRY DOHERTY CHIEF FINANCIAL OFFICER 150681 0 1500 0 0 0 6252 0 106146 0 264579 0 0 0 JAMES O'DONNELL UPPER SCHOOL HEAD 124036 0 1500 0 0 0 0 0 33659 0 159195 0 0 0 CARA WOODS DIRECTOR OF ALUMNI & DEVEL 119908 0 1500 0 0 0 4793 0 78966 0 205167 0 0 0 PART I, LINE 7 HEAD OF SCHOOL AWARDED BONUS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. ADDITIONAL FACULTY AND STAFF BONUSES AWARDED AT THE DISCRETION OF THE HEAD OF SCHOOL. MATTHEW SIGRIST HEAD OF SCHOOL HOME PURCHASE X 100000 16667 0 1 1 16667 51550 TUITION ASSISTANCE EDUCATION 0 X 10 436262 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, BETWEEN MEETINGS OF THE BOARD, ALL THE POWERS OF THE BOARD; PROVIDED, HOWEVER, THAT THE BOARD MAY BY RESOLUTION, BY VOTE OF THE FULL BOARD, LIMIT THE POWER OF THE EXECUTIVE COMMITTEE, AND IN ANY EVENT, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO: (I) FILL VACANCIES ON THE BOARD OR ANY OF ITS COMMITTEES; (II) AMEND THE CERTIFICATE OF INCORPORATION; (III) ADOPT, AMEND OR REPEAL THE BYLAWS; (IV) APPROVE A PLAN OF MERGER; (V) APPROVE A SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE PROPERTY OF THE CORPORATION, OTHER THAN A MORTGAGE, PLEDGE OR OTHER ENCUMBRANCE DESCRIBED IN SUBDIVISION (2) OF SECTION 33-1165 OF THE NONSTOCK ACT; OR (VI) APPROVE A PROPOSAL TO DISSOLVE THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990, EXCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS, WAS PROVIDED TO THE EXECUTIVE COMMITTEE, FINANCE COMMITTEE AND FULL BOARD OF TRUSTEES VIA E-MAIL PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THERE IS AN ANNUAL COMPLETION OF WRITTEN CONFLICT OF INTEREST STATEMENTS BY THE BOARD OF TRUSTEES AND ALL SCHOOL EMPLOYEES. THERE IS ALSO AN ANNUAL REVIEW OF DOCUMENTS BY SCHOOL MANAGEMENT. IF A CONFLICT OF INTEREST WERE TO OCCUR, THE SCHOOL WOULD EVALUATE THE CIRCUMSTANCE AND PUT IN PLACE RESTRICTIONS OR SEEK RECUSAL OF THE PARTIES TO ENSURE SEPARATION AND INDEPENDENCE EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE THAT USES COMPARATIVE DATA TO DETERMINE COMPENSATION, DOCUMENTS THE DELIBERATIONS AND DECISIONS, AND HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. THIS PROCESS DESCRIBED HERE LAST OCCURRED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE SCHOOL.