2025-03-21T13:17:52-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-07-01 060762783 THE NORWICH FREE ACADEMY NORW 8608872505 305 BROADWAY NORWICH CT 063603547 NATHAN QUESNEL SUPERINTENDENT/HEAD OF SCHOOL 8604255500 2025-03-19 1 0 LAURA J KENNEY P00202198 6177170831 2025-03-19 2023 2025-03-06 01:10:19Z NATHAN QUESNEL 305 BROADWAY NORWICH CT 063603547 41947778 0 X WWW.NFASCHOOL.ORG X 1854 CT PROVIDE SECONDARY EDUCATION FOR HIGH SCHOOL STUDENTS IN NORWICH AND EIGHT SURROUNDING TOWNS. 12 12 499 12 6788 0 11960254 3299750 33771609 36461917 118185 118829 937178 19989 46787226 39900485 0 0 0 0 32748581 31437547 0 0 0 10620069 10739227 43368650 42176774 3418576 -2276289 47149497 46218113 6866724 6564527 40282773 39653586 TO PROVIDE SECONDARY EDUCATION (GRADES 9-12) FOR THE CITY OF NORWICH AND THE EIGHT SURROUNDING TOWNS. 0 0 33423605 0 36461917 PROVIDED SECONDARY EDUCATION (GRADE 9-12) FOR THE CITY OF NORWICH AND EIGHT SURROUNDING TOWNS. 33423605 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 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 1 1 0 0 1 53 0 1 499 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X SHARON LENT 8604255522 305 BROADWAY NORWICH CT 06360 DAVID KALLA CHAIR 5.00 0.00 X X 0 0 0 CHRISTOPHER JEWELL VICE CHAIR 5.00 0.00 X X 0 0 0 BETSY CONWAY SECRETARY 5.00 0.00 X X 0 0 0 DENISE LINDELL TREASURER 2.00 1.00 X X 0 0 0 DIANA L BOISCLAIR TRUSTEE 2.00 2.00 X 0 0 0 ALLYN L BROWN III TRUSTEE 2.00 1.00 X 0 0 0 BRYAN HAYES TRUSTEE 2.00 0.00 X 0 0 0 DEVOL JOYNER TRUSTEE 2.00 1.00 X 0 0 0 MARIA MIRANDA TRUSTEE 2.00 1.00 X 0 0 0 TODD POSTLER TRUSTEE 2.00 1.00 X 0 0 0 MARK TRAMONTOZZI TRUSTEE 2.00 2.00 X 0 0 0 WILLIAM WARZECHA TRUSTEE 2.00 0.00 X 0 0 0 KEITH FONTAINE TRUSTEE (UNTIL 11/23) 2.00 2.00 X 0 0 0 NATHAN QUESNEL HEAD OF SCHOOL (AS OF 7/23) 40.00 0.00 X 142886 0 20000 RICHARD FREEMAN DIRECTOR OF FIANANCE 35.00 5.00 X 158502 0 40464 KRISTIN E PECKRUL DIRECTOR OF OPERATIONS 40.00 0.00 X 182267 0 43860 LEO E BUTLER DIRECTOR OF DIVERSITY 40.00 0.00 X 147563 0 15179 ROY E WENTWORTH III ATHLETIC DIRECTOR 40.00 0.00 X 144433 0 0 ANTHONY GIROSOLI DIRECTOR OF IT 40.00 0.00 X 147714 0 0 AMY MURPHY ASSOCIATE PRINCIPAL 40.00 0.00 X 136473 0 42396 JESSICA VOCATURA DIRECTOR OF STUDENT SERVICES 40.00 0.00 X 144823 0 20091 BRIAN M KELLY FORMER HEAD OF SCHOOL (UNTIL 06/30) 0.00 0.00 X 164707 0 20393 1369368 0 202383 56 1 1 0 CHARTWELLS DINING 305 BROADWAY NORWICH CT 06360 CAFETERIA SERVICES 1033048 HORIZON SERVICES 250 GOVERNOR STREET EAST HARTFORD CT 06108 FACILITY MANAGEMENT 924134 STUDENT TRANS OF AMERICA 36 OLD BETHEL RD GRISWOLD CT 06351 TRANSPORTATION SERVICES 373285 CROCKER ARCHITECTURAL 129 SOUTHBRIDGE RD NORTH OXFORD MA 01537 GENERAL CONTRACTOR-CAPITAL PROJECTS 327110 NEW ENGLAND MECH SERVICES INC 55 GERBER RD EAST SOUTH WINDSOR CT 06074 CAPITAL PROJECTS-HVAC 323478 9 2018805 1280945 3299750 TUITION 611710 34756635 34756635 STUDENT ACTIVITIES 611710 919389 919389 PARAPROFESSIONALS 611710 580361 580361 CAFETERIA 611710 205532 205532 36461917 213415 213415 13201 0 13201 13201 13201 1952707 2047293 -94586 -94586 -94586 OTHER 900099 6788 6788 6788 39900485 36461917 6788 132030 817048 124620 692428 23822471 19037740 4784731 560475 437507 122968 4439074 3536389 902685 1798479 1403893 394586 59076 59076 217561 217561 30000 30000 1211156 1184789 26367 72076 56262 15814 204482 159619 44863 184830 144278 40552 1139919 889820 250099 121693 94994 26699 2025 1581 444 2535900 1979524 556376 357013 278684 78329 REPAIR AND MAINTENANCE 1336002 1042883 293119 CAFETERIA OPERATIONS 1041329 1041329 ACTIVITIES AND ATHLETIC 926902 926902 EQUIPMENT 447362 349211 98151 851901 733580 118321 42176774 33423605 8753169 0 127295 1460717 7819473 6516771 632094 960101 82836 80520224 54803364 27389186 25716860 3719760 3792546 7461689 7688282 47149497 46218113 1894295 2107250 553833 1054661 4418596 3402616 6866724 6564527 X 37448087 35937721 2834686 3715865 40282773 39653586 47149497 46218113 X -2276289 624408 1022694 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: TO KEEP NFA INFORMED OF LEGISLATION THAT WOULD AFFECT ITS INDEPENDENT GOVERNING STRUCTURE AND OF OTHER ISSUES THAT WOULD AFFECT THE SCHOOL. IN ADDITION, TO KEEP THE SCHOOL INFORMED ON STATE MATTERS THAT AFFECT SCHOOL FUNDING SUCH AS GRANT ANNOUNCEMENTS AND LEGISTATION. 77213016 1706098 7091911 800558 2465216 82745251 73851801 633618 5826347 465261 2633489 77213016 85275769 -5611022 106109 5706837 73851801 71179750 1976038 20657191 295213 8241997 85275769 71976714 585484 1186650 425519 2143579 71179750 0.33905 0.66095 0.00000 0 1 1 2790267 2790267 61054274 40007049 21047225 9621938 9104758 517180 7053745 5691557 1362188 25716860 AMOUNT DUE FROM AFFILIATE 4280022 BENEFICIAL INTEREST IN PERPETUAL TRUST 3408260 7688282 ACCRUED PENSION COSTS 2922752 OTHER LIABILITIES AND DEPOSITS 479864 3402616 PART V, LINE 4: INCOME FROM ENDOWMENT ASSETS IS USED FOR OPERATIONS OF THE SCHOOL. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE PROGRAM OF STUDY BOOKLET STATES: "THE NORWICH FREE ACADEMY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, SEX OR HANDICAPPED IN ITS EDUCATIONAL PROGRAMS, ACTIVITIES, ENROLLMENT OR EMPLOYMENT POLICIES." THE ACADEMY IS ADDING THE NONDISCRIMINATORY POLICY TO THE WEBSITE HOMEPAGE IN FY25. SCHEDULE E, PART I, LINE 6 NORWICH FREE ACADEMY (NFA) RECEIVED EDUCATIONAL GRANTS FROM CONNECTICUT DEPARTMENT OF EDUCATION AND CITY OF NORWICH THAT ORIGINATE FROM FEDERAL SOURCES DURING THE YEAR ENDED JUNE 30, 2024. X 0 0 X 0 0 0 0 0 0 0 1 1 1 KRISTIN E PECKRUL DIRECTOR OF OPERATIONS 182087 0 0 0 180 0 0 0 43860 0 226127 0 0 0 RICHARD FREEMAN DIRECTOR OF FIANANCE 143394 0 15000 0 108 0 0 0 40464 0 198966 0 0 0 BRIAN M KELLY FORMER HEAD OF SCHOOL (UNTIL 06/30) 130180 0 28016 0 6511 0 0 0 20393 0 185100 0 0 0 AMY MURPHY ASSOCIATE PRINCIPAL 136473 0 0 0 0 0 0 0 42396 0 178869 0 0 0 JESSICA VOCATURA DIRECTOR OF STUDENT SERVICES 144823 0 0 0 0 0 0 0 20091 0 164914 0 0 0 NATHAN QUESNEL HEAD OF SCHOOL (AS OF 7/23) 135686 0 0 0 7200 0 0 0 20000 0 162886 0 0 0 LEO E BUTLER DIRECTOR OF DIVERSITY 147563 0 0 0 0 0 0 0 15179 0 162742 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS PROVIDED A DISCRETIONARY SPENDING ACCOUNT WHICH IS INCLUDED IN HIS TAXABLE INCOME. PART I, LINE 3 THE BOARD OF TRUSTEES APPROVES THE COMPENSATION OF THE HEAD OF SCHOOL. THE MOST RECENT REVIEW WAS COMPLETED AS OF OCTOBER 2022 FOR THE HEAD OF SCHOOL'S CONTRACT FOR THE FISCAL YEARS ENDED JUNE 30, 2024-2026. PART I, LINE 7 THE HEAD OF SCHOOL RECEIVED A DISCRETIONARY BONUS WHICH WAS APPROVED BY THE BOARD OF TRUSTEES. THE DIRECTOR OF FINANCE ALSO RECEIVED A DISCRETIONARY BONUS. PART I, LINE 8 THE HEAD OF SCHOOL IS IN HIS INITIAL CONTRACT WITH THE SCHOOL EFFECTIVE JULY 1, 2023 THROUGH JUNE 30, 2026. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES TO WHICH THE GOVERNING BODY HAS DELEGATED BROAD AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT, DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW, AND DISCUSSED AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, OFFICER, AND KEY EMPLOYEE RECEIVES THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THEY ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT THAT THEY UNDERSTAND AND HAVE COMPLIED. THE CONFLICT OF INTEREST POLICY IS MONITORED BY ALL NORWICH FREE ACADEMY SENIOR LEADERSHIP AND ENFORCED THROUGH THE HUMAN RESOURCES OFFICE WITH ASSISTANCE FROM THE FINANCE OFFICE. AT THE BOARD LEVEL, PER THE POLICY, ALL BOARD MEMBERS ARE REQUIRED TO SUBMIT YEARLY TESTIMONIALS AFFIRMING THEY UNDERSTAND THE POLICY AND HAVE NO CONFLICTS. IF THEY WERE FOUND TO HAVE BEEN NOT TRUTHFUL THEY WOULD BE SUBJECT TO CENSURE AND REMOVAL FROM THE BOARD IF APPLICABLE AND AS DETERMINED BY THE BOARD AND SENIOR LEADERSHIP. ALL NFA EMPLOYEES ARE SUBJECT TO THE POLICY AS WELL, ANY SUSPICIONS OF FINANCIAL OR OTHER CONFLICTS ARE TO BE REPORTED TO THE HUMAN RESOURCES OFFICE IMMEDIATELY. AFTER INVESTIGATION, EMPLOYEES WHO ARE FOUND TO HAVE VIOLATED THE POLICY ARE SUBJECT TO DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. ADDITIONALLY, ANY FUNDS INVOLVED IN SUCH AN INVESTIGATION WILL BE FROZEN BY THE FINANCE OFFICE AND PURCHASE ORDERS OR CHECKS RELATED TO THE FUNDS SHALL NOT BE ISSUED UNTIL THE INVESTIGATION CONCLUDES. ALL EMPLOYEES AND MEMBERS OF THE COMMUNITY ARE REMINDED TO BE KEPT UP TO DATE ON SCHOOL POLICIES EVERY YEAR. THIS POLICY IS HIGHLIGHTED IN PARTICULAR. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION IS NEGOTIATED BY THE BOARD AND IS DETERMINED USING COMPARABLE DATA. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED. THE COMPENSATION FOR OTHER KEY EMPLOYEES IS DESIGNATED BY THE HEAD OF SCHOOL WITH BOARD DIRECTION FOR INCREASES. THIS PROCESS WAS LAST FOLLOWED IN OCTOBER 2022 FOR THE HEAD OF SCHOOL'S CONTRACT FOR THE FISCAL YEARS ENDED JUNE 30, 2024-2026. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE SECRETARY OF THE STATE OFFICE. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 1,022,694. FORM 990, PART XII, LINE 2C THERE WERE NO CHANGES TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. NORWICH FREE ACADEMY FOUNDATION INC 321 BROADWAY NORWICH CT 06360 222678033 TO SOLICIT AND RECEIVE CONTRIBUTIONS FOR NORWICH FREE ACADEMY CT 501(C)(3) 7 THE NORWICH FREE ACADEMY 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 NFA FOUNDATION INC C 2018805 AMOUNT RECEIVED NFA FOUNDATION INC D 4280022 AMOUNT LOANED NFA FOUNDATION INC J 13201 RENT RECEIVED