2024-05-08T13:30:40-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2022-07-01 060646784 POMFRET SCHOOL INCORPORATED POMF 8609636100 398 POMFRET STREET POMFRET CT 06258 EDWARD T GRIFFIN CHIEF FINANCIAL OFFICER 8609636100 2024-05-07 1 EDWARD GRIFFIN 999009999 0 JOHN TOSCANO P00358542 8605614000 2024-05-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN TIMOTHY RICHARDS 398 POMFRET STREET POMFRET CT 06258 76659752 0 X WWW.POMFRET.ORG X 1928 CT POMFRET SCHOOL IS A COEDUCATIONAL COLLEGE PREPARATORY SCHOOL FOR BOARDING AND DAY STUDENTS IN GRADES 9 THROUGH 12 WITH POSTGRADUATES. THE MISSION OF THE SCHOOL IS TO CULTIVATE A HEALTHY INDEPENDENCE OF MIND, BODY, AND SPIRIT AS STUDENTS ARE PREPARED FOR COLLEGE AND TO LEARN IN A DIVERSE AND INCREASINGLY INTERCONNECTED SOCIETY. 27 27 207 52 137307 0 8941697 12042507 23292281 23892638 1586054 -194834 851980 608872 34672012 36349183 5133969 4848740 0 0 13471155 14303665 0 0 1969978 11179841 12036489 29784965 31188894 4887047 5160289 134582401 144876986 33242831 34170014 101339570 110706972 POMFRET SCHOOL EMPOWERS STUDENTS TO PURSUE LIVES OF PURPOSE AND MEANING. 0 0 24544138 4848740 24144429 INDEPENDENT, COED, COLLEGE PREP, BOARDING AND DAY SCHOOL EDUCATION AND RELATED SERVICES TO APPROXIMATELY 360 STUDENTS, IN GRADES 9 THROUGH 12, FROM 25 STATES AND 21 COUNTRIES. WE ALSO OFFER A POST GRADUATE YEAR. 24544138 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 123 0 1 207 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X EDWARD T GRIFFIN CHIEF FINANCIAL OFFICER 8609636100 398 POMFRET STREET POMFRET CT 06258 JUSTIN KLEIN CHAIR 5.00 X X 0 0 0 DARYLE BOST VICE CHAIR 5.00 X X 0 0 0 MICHAEL MARRUS TREASURER 5.00 X X 0 0 0 STEPHANIE SCHUETZ SECRETARY 5.00 X X 0 0 0 MARK BLODGETT TRUSTEE 1.00 X 0 0 0 DENA COCOZZA O'HARA TRUSTEE 1.00 X 0 0 0 MARK COHEN TRUSTEE 1.00 X 0 0 0 ERIC COLEMAN TRUSTEE 1.00 X 0 0 0 TED DENAPOLI TRUSTEE 1.00 X 0 0 0 TRINA GARY TRUSTEE 1.00 X 0 0 0 BRENDON GIBLIN TRUSTEE 1.00 X 0 0 0 MOLLY HANSON TRUSTEE 1.00 X 0 0 0 LISA KANEB TRUSTEE 1.00 X 0 0 0 LAURA KEELER PIERCE TRUSTEE 1.00 X 0 0 0 SCOTT MAKER TRUSTEE 1.00 X 0 0 0 GREG MELVILLE TRUSTEE 1.00 X 0 0 0 NICK METTLER TRUSTEE 1.00 X 0 0 0 DAVID M MURRAY TRUSTEE 1.00 X 0 0 0 ROBERT M OLMSTEAD TRUSTEE 1.00 X 0 0 0 LINDSAY PAUL TRUSTEE 1.00 X 0 0 0 ESEZELE PAYNE TRUSTEE 1.00 X 0 0 0 SEAN RHATIGAN TRUSTEE 1.00 X 0 0 0 JODY SOJA TRUSTEE 1.00 X 0 0 0 DAN THOMPSON TRUSTEE 1.00 X 0 0 0 MICHELLE WILLIAMS TRUSTEE 1.00 X 0 0 0 KATHERYN E WILSON TRUSTEE 1.00 X 0 0 0 ROBERT J YUDELL TRUSTEE 1.00 X 0 0 0 JOHN TIMOTHY RICHARDS HEAD OF SCHOOL 50.00 X 404125 0 104211 EDWARD GRIFFIN CFO 50.00 X 248955 0 80047 WILLIAM MITCHELL DIRECTOR OF ADVANCEMENT 50.00 X 216979 0 82901 GWYNETH CONNELL DIRECTOR OF GRAUER INSTITUTE 50.00 X 149718 0 72675 DONALD GIBBS ASSOCIATE HEAD OF SCHOOL 50.00 X 139588 0 52417 BRENDA BULLIED DIRECTOR OF FACILITIES 50.00 X 137030 0 156565 SUSAN MANTILLA-GOIN DEAN OF ENROLLMENT MANAGEMENT 50.00 X 130426 0 37056 1426821 0 585872 14 0 1 0 SHAWMUT DESIGN & CONSTRUCTION 560 HARRISON AVE BOSTON MA 02118 CONSTRUCTION SERVICES 8140310 FLIK PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 1673504 MICHAEL W WOLCHESKY PO BOX 79 POMFRET CENTER CT 06259 CONTRACTOR 1180054 ANNUM ARCHITECTS INC 40 BROAD STREET-SUITE 102 BOSTON MA 02109 ARCHITECTURE FIRM 724081 COMPASS FACILITY SERVICES 65 JACKMAN STREET GEORGETOWN MA 01833 JANITORIAL SERVICES 655377 15 12042507 1311415 12042507 TUITION & FEES 611110 23495406 23495406 AUXILIARY REVENUES 611110 321037 321037 APPLICATION FEES 611110 76195 76195 23892638 959493 -5603 965096 1850 0 1850 1850 1850 39060441 40208130 6638 -1147689 -6638 -1154327 -1154327 279127 95801 183326 183326 OTHER REVENUES 611110 423696 68465 142910 212321 423696 36349183 24144429 137307 24940 51000 51000 4797740 4797740 838765 126525 459190 253050 149129 68160 80969 9441466 6913025 1791393 737048 751948 567642 146368 37938 2406139 2007623 273790 124726 716218 495033 151270 69915 14295 14295 71740 71740 432216 432216 503760 474088 21503 8169 2856248 2688013 121920 46315 656825 618138 38687 2682076 2524100 157976 444864 418661 18989 7214 DINING SERVICES 1654072 1654072 INSTRUCTIONAL 732726 732726 ADVANCEMENT EXPENSES 604634 604634 STUDENT SERVICES 407592 407592 975441 975441 31188894 24544138 4674778 1969978 5601821 1613333 3861351 9715911 5910840 8162919 6027 73477 897977 486698 119675113 70541723 45832165 49133390 31381531 33129263 38648694 40008424 2441995 2553571 134582401 144876986 1091427 1883096 8304298 8207047 23082361 22616618 338164 10504 426581 1452749 33242831 34170014 X 35868253 36464079 65471317 74242893 101339570 110706972 134582401 144876986 X 5160289 5189455 -982342 X X 0 1 X 1 0 X 5975928 3555296 7863227 8941697 12042507 38378655 5975928 3555296 7863227 8941697 12042507 38378655 5621815 32756840 473692 866222 494548 789894 966946 3591302 139501 239981 16177 106596 137307 639562 99487 138680 212321 450488 43060007 112383397 0.76070 0.77700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64702589 1087886 4449147 732240 1844342 67663040 73394728 1010803 -7302904 624765 1775273 64702589 55424598 2054026 18135604 649132 1570368 73394728 52973965 875068 3642190 2066625 55424598 50814030 1606770 2495165 1942000 52973965 0.14222 0.85778 0.00000 0 0 1963641 1963641 77710051 48893513 28816538 7500527 6555467 945060 32500894 15092743 17408151 49133390 LIMITED PARTNERSHIPS & ALT INVESTMENTS 40008424 F 40008424 ANNUITY OBLIGATIONS 413238 LEASE LIABILITY 68384 REFUNDABLE ADVANCE 971127 1452749 X 35326340 5189455 -5780082 -590627 35916967 432216 432216 36349183 25958938 0 25958938 432216 4797740 5229956 31188894 PART V, LINE 4: THE SCHOOL INVESTS ITS ENDOWMENT FUNDS TO GENERATE INCOME AND LONG-TERM GROWTH. THE ENDOWMENT'S RETURN IS UTILIZED IN ACCORDANCE WITH DONOR IMPOSED STIPULATIONS OR, IN THE ABSENCE THEREOF, TO SUPPORT THE SCHOOL'S OPERATIONS, IN ACCORDANCE WITH ITS SPENDING POLICY. PART X, LINE 2: THE SCHOOL HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2023. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 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 STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -4,797,740. PROVISION FOR UNCOLLECTIBLE PLEDGES -1,038,877. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 56,535. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,797,740. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN LOCAL AND REGIONAL NEWSPAPERS. POLICY IS ALSO DISCLOSED ON SCHOOL'S WEBSITE AND ALL ENROLLMENT MATERIALS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 11684000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1385000 0 0 0 0 0 0 13069000 0 13069000 1 0 0 0 1 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 3(D) INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. 1 TOWN OF POMFRET 5 HAVEN ROAD POMFRET CENTER CT 06259 TOWN OF POMFRET 42000 0 CONTRIBUTION POMFRET FIRE DISTRICT 67 HAMPTON ROAD POMFRET CENTER CT 06259 501(C)(4) 9000 0 CONTRIBUTION 1 1 FINANCIAL AID 123 4797740 FMV TUITION ASSISTANCE PART I, LINE 2: FINANCIAL AID IS AWARDED BASED ON DEMONSTRATED FINANCIAL NEED. TO DETERMINE FINANCIAL NEED, POMFRET USES A NATIONALLY STANDARDIZED SYSTEM FOR FINANCIAL AID OFFERED BY A PLATFORM CALLED CLARITY. CLARITY COLLECTS A FAMILY'S FINANCIAL INFORMATION AND PERFORMS AN INITIAL ANALYSIS, PROVIDING AN ESTIMATED NEED TO POMFRET SCHOOL. THE FINANCIAL AID COMMITTEE AT POMFRET USES THIS ESTIMATED NEED AS A GUIDELINE IN DETERMINING FINANCIAL AID ELIGIBILITY AND AWARDS. X X 1 1 X X X 0 0 0 0 0 0 0 1 0 JOHN TIMOTHY RICHARDS HEAD OF SCHOOL 403351 0 0 0 774 0 27450 0 76761 0 508336 0 0 0 EDWARD GRIFFIN CFO 248541 0 0 0 414 0 23310 0 56737 0 329002 0 0 0 WILLIAM MITCHELL DIRECTOR OF ADVANCEMENT 216205 0 0 0 774 0 20682 0 62219 0 299880 0 0 0 BRENDA BULLIED DIRECTOR OF FACILITIES 136524 0 0 0 506 0 13325 0 143240 0 293595 0 0 0 GWYNETH CONNELL DIRECTOR OF GRAUER INSTITUTE 145121 0 4469 0 128 0 14085 0 58590 0 222393 0 0 0 DONALD GIBBS ASSOCIATE HEAD OF SCHOOL 138909 0 0 0 679 0 13798 0 38619 0 192005 0 0 0 SUSAN MANTILLA-GOIN DEAN OF ENROLLMENT MANAGEMENT 130144 0 0 0 282 0 12386 0 24670 0 167482 0 0 0 PART I, LINE 1A THE SCHOOL REQUIRES THE HEAD OF SCHOOL, SCHOOL MANAGEMENT AND CERTAIN FACILITY MEMBERS TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. CLEANING SERVICES ARE PROVIDED TO THE RESIDENCE OF THE HEAD OF SCHOOL. THESE BENEFITS ARE TREATED AS NONTAXABLE COMPENSATION. PART I, LINE 7 EMPLOYEES ARE ELIGIBLE TO RECEIVE BONUSES AT THE DISCRETION OF THE HEAD OF SCHOOL. A CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2021-04-09 23728000 REFUND SERIES B BONDS, FUND CAPITAL PROJECTS AND PAY ISSUANCE COSTS 0 0 0 A 765218 23728000 270527 782218 22675255 2022 1 0 0 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 0 ANNE RICHARDS HEAD OF SCHOOL'S SPOUSE 80969 COMPENSATION AS COORDINATOR OF YOGA 0 LAUREN GRIFFIN CHIEF FINANACIAL OFFICER'S SPOUSE 68160 COMPENSATION AS ASSISTANT DIRECTOR OF LEARNING SUPPORT. 0 X 46 1311415 0 0 1 0 PART I, COLUMN (B): THE AMOUNT OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, COLUMN (B): ALL AMOUNTS REPORTED IN COLUMN B REPRESENT THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD, AND ITS ACTIONS SHALL HAVE THE SAME FORCE AND EFFECT OF ACTIONS OF THE BOARD; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE MAY NOT (I) FILL VACANCIES ON THE BOARD; (II) AMEND THE CERTIFICATE OF INCORPORATION; (III) ADOPT, AMEND OR REPEAL 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; OR (VI) APPROVE A PROPOSAL TO DISSOLVE THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B IN ADVANCE OF ITS FILING, THE FORM 990 IS PROVIDED VIA EMAIL TO THE SCHOOL'S BOARD OF TRUSTEES FOR REVIEW AND COMMENT. AFTER GIVING THE BOARD AN OPPORTUNITY TO COMMENT AND ANY NECESSARY REVISIONS MADE TO THE 990, THE SCHOOL'S CFO SUBMITS FORM 990 TO IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND KEY EMPLOYEES (INTERESTED PERSONS) ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE SCHOOL'S DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF AN INTERESTED PERSON BELIEVES THAT HE OR SHE HAS A CONFLICT OF INTEREST, SUCH PERSON SHALL RECUSE HIMSELF OR HERSELF FROM ALL DISCUSSIONS WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST AND SHALL NOT VOTE ON ANY MATTERS WITH RESPECT THERETO. IF AN INTERESTED PERSON IS UNCERTAIN AS TO WHETHER HE OR SHE HAS A CONFLICT OF INTEREST, HE OR SHE SHALL SEEK A DETERMINATION BY THE BOARD AS TO WHETHER A CONFLICT OF INTEREST EXISTS. SUCH INTERESTED PERSON SHALL BE BOUND BY A DECISION OF THE BOARD WITH RESPECT TO THE EXISTENCE OF A CONFLICT OF INTEREST. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE SCHOOL'S DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL'S EXECUTIVE COMMITTEE REVIEWS THE SALARIES AND BENEFITS OF THE TOP MANAGEMENT AND COMPARES THEM TO SURVEYS OF TOP MANAGEMENT OF LIKE-SIZED SCHOOLS. CONTRACTS ARE PRESENTED TO REMAINDER OF THE BOARD OF TRUSTEES FOR FINAL APPROVAL. THE HEAD OF SCHOOL AND A COMMITTEE OF BOARD MEMBERS REVIEW THE SALARIES OF KEY EMPLOYEES AND OTHER OFFICERS AND COMPARE THEM TO SALARIES OF LIKE SIZED SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE SCHOOL. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENTS 56,535. PROVISION FOR UNCOLLECTIBLE PLEDGES -1,038,877. CHARITABLE REMAINDER TRUSTS (3) TRUST CT POMFRET SCHOOL T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0