2022-05-10T08:32:49-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2020-07-01 060646661 THE FREDERICK GUNN SCHOOL INCORPORATED FRED 8608687334 99 GREEN HILL ROAD WASHINGTON CT 06793 CHRISTOPHER W COWELL CHIEF FINANCIAL OFFICER 8608687334 2022-05-05 1 CHRISTOPHER COWELL 999009999 LAURA J KENNEY P00202198 6177170831 2022-05-05 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z PETER W E BECKER 99 GREEN HILL ROAD WASHINGTON CT 06793 34460139 0 X WWW.FREDERICKGUNN.ORG X 1920 CT TO PROVIDE STUDENTS WITH A SECONDARY EDUCATION IN AN ATMOSPHERE CONDUCIVE TO LEARNING AND SOCIAL INTERACTION WITH OTHERS. 26 25 144 60 47715 0 4226399 11984857 19252083 18538093 234491 1381617 125643 1211250 23838616 33115817 6319847 6154810 0 0 9900942 9645149 0 642655 2139689 7788419 8621458 24009208 25064072 -170592 8051745 83032408 93845692 22401257 19321951 60631151 74523741 X IN 1850 FREDERICK GUNN ESTABLISHED A SCHOOL BASED ON THE BELIEF THAT STRENGTH OF CHARACTER WAS THE GOAL OF EDUCATION. TODAY, THE FREDERICK GUNN SCHOOL RESTS ON THE FOUR CORNERSTONES OF CHARACTER: SCHOLARSHIP, INTEGRITY, RESPECT AND RESPONSIBILITY. CHARACTER IS FORGED IN A COHESIVE, DIVERSE COMMUNITY INFORMED BY A CHALLENGING COLLEGE PREPARATORY CURRICULUM, A BROAD RANGE OF ATHLETIC, ARTISTIC AND SOCIAL ACTIVITIES AND A FACULTY OF SCHOLARS AND COMMITTED EDUCATORS DEDICATED TO THE INTELLECTUAL AND ETHICAL DEVELOPMENT OF EVERY STUDENT. A FREDERICK GUNN GRADUATE IS A BROADLY EDUCATED, SOCIALLY RESPONSIBLE CITIZEN WITH TESTED BELIEFS, STRENGTH OF CHARACTER AND THE COURAGE TO ACT ON CONVICTIONS. 0 0 19412613 6154810 18587353 THE PROGRAM SERVICE ACTIVITIES PROVIDED BY THE SCHOOL ARE THOSE ASSOCIATED WITH COLLEGE PREPARATORY INSTITUTIONS. THESE ACTIVITIES INCLUDE PROVIDING STUDENTS A SECONDARY EDUCATION, DORMITORY SERVICES AND A SCHOOL STORE. 19412613 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 144 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 25 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X CHRISTOPHER COWELL 8608687334 99 GREEN HILL RD WASHINGTON CT 06793 PETER WE BECKER TRUSTEE - HEAD OF SCHOOL 50.00 X X 306213 0 100825 SEAN BROWN CHIEF DEVELOPMENT OFFICER 50.00 X 169603 0 107541 CHRISTOPHER W COWELL CHIEF FINANCIAL OFFICER 50.00 X 177250 0 31224 ALEXANDRA INCE DIRECTOR ENROLLMENT (UNTIL 6/21) 50.00 X 109647 0 77277 SETH LOW ASSOCIATE HEAD OF SCHOOL 50.00 X 109610 0 65980 BRIAN DANIELS DIRECTOR OF TECHNOLOGY 50.00 X 119086 0 24731 ROBYN GIORDANO ASSOCIATE BUSINESS MGR (UNTIL 7/21) 50.00 X 113801 0 19773 MARK SHOWALTER DIRECTOR OF BUILDINGS & GROUND 50.00 X 103483 0 18249 STEPHEN BAIRD TRUSTEE 1.00 X 0 0 0 WILLIAM BARDEL TRUSTEE 1.00 X 0 0 0 ROBERT BELLINGER TRUSTEE 1.00 X 0 0 0 SARAH SCHEEL COOK TRUSTEE 1.00 X 0 0 0 JON C DEVEAUX TRUSTEE 1.00 X 0 0 0 PATRICK M DORTON TRUSTEE 1.00 X 0 0 0 GRETCHEN H FARMER TRUSTEE 1.00 X 0 0 0 ASHLEIGH FERNANDEZ TRUSTEE 1.00 X 0 0 0 SUSAN FRAUENHOFER TRUSTEE 1.00 X 0 0 0 ADAM GERRY TRUSTEE 1.00 X 0 0 0 BETH GLYNN TRUSTEE 1.00 X 0 0 0 SHERMAN HOTCHKISS TRUSTEE 1.00 X 0 0 0 PETER HOULDIN TRUSTEE 1.00 X 0 0 0 THOMAS R KING TRUSTEE 1.00 X 0 0 0 JONATHAN S LINEN TRUSTEE 1.00 X 0 0 0 LEN NOVICK TRUSTEE 1.00 X 0 0 0 KRYSTALYNN SCHLEGEL TRUSTEE (AS OF 10/20) 1.00 X 0 0 0 ROY B SIMPSON JR TRUSTEE (UNTIL 4/21) 1.00 X 0 0 0 OMAR SLOWE TRUSTEE 1.00 X 0 0 0 RICHARD N TAGER TRUSTEE 1.00 X 0 0 0 ROBERT M TIRSCHWELL TRUSTEE 1.00 X 0 0 0 WILLIAM T TOLLEY TRUSTEE 1.00 X 0 0 0 NEIL TOWNSEND TRUSTEE 1.00 X 0 0 0 DANIEL TROIANO TRUSTEE 1.00 X 0 0 0 WANJI WALCOTT TRUSTEE 1.00 X 0 0 0 CYNTHIA URDA KASSIS TRUSTEE (UNTIL 1/21) 1.00 X 0 0 0 GERRIT VREELAND TRUSTEE (UNTIL 4/21) 1.00 X 0 0 0 REBECCA WEISBERG TRUSTEE (AS OF 4/21) 1.00 X 0 0 0 1208693 0 445600 8 0 1 0 MERITAIN HEALTH PO BOX 223881 PITTSBURG PA 15201 HEALTH ADMINISTRATION SERVICES 540504 THE SLAM COLLABORATIVE INC PO BOX 12 BRATTLEBORO CT 05302 ARCHITECT 351140 COMMUNITY COUNSELING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 19182 CAMPAIGN COUNSELING 221566 PREFERRED BUILDING MAINTENANCE LLC 40 SOUTH END PLAZA NEW MILFORD CT 06776 CLEANING SERVICE 164313 ETHAN LABELLA ELITE CONTRACTING LLC 130 KINNEY ROAD NEW PRESTON CT 06777 CONTRACTING SERVICES 141092 6 2036117 9948740 1269084 11984857 TUITION AND FEES 611110 18538093 18538093 18538093 347478 494 346984 83692 0 83692 83692 83692 2265278 1231139 1034139 1034139 47221 986918 145525 113183 32342 32342 LEGAL SETTLEMENT 611110 975000 975000 CAPTIVE PLAN HEALTH RE 611110 70956 70956 STUDENT ACCOUNT LATE F 611110 26739 26739 22521 22521 1095216 33115817 18587353 47715 2495892 6154810 6154810 872657 127905 352624 392128 6159321 4526511 1152283 480527 473627 369344 78416 25867 1665028 1141613 306822 216593 474516 336906 90158 47452 145935 145935 46941 46941 642655 642655 88192 88192 136744 109946 26798 436996 349597 65549 21850 1019356 817077 151709 50570 17243 2181 12024 3038 93449 27833 48776 16840 356460 302991 53469 1977227 1581782 296584 98861 282473 240102 42371 SUPPLIES, ACADEMIC, AND 1551050 1551050 FOOD SERVICE 1018233 1018233 REPAIRS AND MAINTENANCE 522031 424452 73184 24395 CUSTODIAL 377636 302109 56645 18882 551492 138117 340142 73233 25064072 19412613 3511770 2139689 6163770 6678475 132983 40501 1581787 5004972 143499 516021 61233 73904 346901 301956 77811280 26856674 51839060 50954606 16553579 20556982 6209596 9718275 83032408 93845692 1533899 1621035 3117231 5684329 6787890 6500926 9687237 5515661 1275000 0 22401257 19321951 X 43412733 47369475 17218418 27154266 60631151 74523741 83032408 93845692 8051745 5840845 0 X 0 1 X 1 0 X 4205697 12354854 5741217 4226399 11984857 38513024 4205697 12354854 5741217 4226399 11984857 38513024 4949654 33563370 406636 410103 405416 485016 431170 2138341 7933 7933 1045956 1045956 41705254 90783427 0.80480 0.82700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22763175 1745870 7134269 351754 1016303 30275257 23707606 345164 265914 446372 1109137 22763175 23958573 152125 1035229 834639 603682 23707606 23619176 996931 2027338 769500 1915372 23958573 21204188 1087915 3115873 731748 1057052 23619175 0.35000 0.51000 0.14000 0 0 632618 632618 67969850 20960514 47009336 2336738 2032827 303911 6872074 3863333 3008741 50954606 INVESTMENTS 9718275 F 9718275 X 32826843 5840845 113183 5954028 26872815 88192 6154810 6243002 33115817 18934253 113183 113183 18821070 88192 6154810 6243002 25064072 PART V, LINE 4: ENDOWMENT FUNDS WILL BE USED TO PROVIDE SUPPORT FOR THE OPERATION OF THE SCHOOL, INCLUDING INSTRUCTION, PLANT OPERATIONS, SCHOLARSHIPS AND GENERAL PURPOSES. PART X, LINE 2: THE SCHOOL HAS BEEN GRANTED AN EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC), SECTION 501 (A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE SCHOOL HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2021 OR 2020. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2018 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 MATTER 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: COST OF GOODS SOLD PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NOTICE OF THE NONDISCRIMINATORY POLICY IS PUBLISHED ANUALLY IN THE HARTFORD COURANT. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED A PAYCHECK PROTECTION PROGRAM (PPP LOAN) GRANTED BY THE SMALL BUSINESS ADMINISTRATION (SBA) UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT) IN APRIL 2020. THE PPP LOAN WAS FORGIVEN AND RECOGNIZED AS CONTRIBUTION INCOME IN DECEMBER 2020. THE SCHOOL RECEIVED A GRANT FROM THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS PROGRAM (EANS) ESTABLISHED BY THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, 2021 (CRRSA ACT). THE SCHOOL RECEIVED FUNDING UNDER EANS FOR SERVICES OR REIMBURSEMENT FOR COSTS INCURRED FOR EDUCATIONAL DISRUPTION THROUGH JUNE 30, 2021 RESULTING FROM COVID-19. X X 1 COMMUNITY COUNSELING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 19109 CAMPAIGN COUNSELING 0 0 221566 0 221566 1 SCHOLARSHIP AND FINANCIAL AID 180 6154810 PART I, LINE 2: SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. INDIVIDUALS AWARDED ASSISTANCE ARE REQUIRED TO MAINTAIN CERTAIN LEVELS OF ACADEMIC PERFORMANCE BASED ON THE SCHOOL'S POLICIES. THE SCHOOL MONITORS THE INDIVIDUALS TO INSURE THEY MEET THOSE STANDARDS. X X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 PETER WE BECKER TRUSTEE - HEAD OF SCHOOL 306213 0 0 0 0 0 46500 0 54325 0 407038 0 0 0 SEAN BROWN CHIEF DEVELOPMENT OFFICER 169603 0 0 0 0 0 17889 0 89652 0 277144 0 0 0 CHRISTOPHER W COWELL CHIEF FINANCIAL OFFICER 177250 0 0 0 0 0 12978 0 18246 0 208474 0 0 0 ALEXANDRA INCE DIRECTOR ENROLLMENT (UNTIL 6/21) 109647 0 0 0 0 0 12000 0 65277 0 186924 0 0 0 SETH LOW ASSOCIATE HEAD OF SCHOOL 109610 0 0 0 0 0 11800 0 54180 0 175590 0 0 0 PART I, LINE 1A PERSONAL RESIDENCE IS PROVIDED AS A MANDATORY CONDITION OF EMPLOYMENT TO THE HEAD OF SCHOOL, FOR THE CONVENIENCE OF THE SCHOOL, AS EMPLOYER, SUBJECT TO THE UNDERSTANDING THAT IT WILL BE USED FOR SCHOOL FUNCTIONS. THE HEAD OF SCHOOL'S SPOUSE ACCOMPANIES THE HEAD ON ANY RELEVANT TRAVEL FOR SCHOOL EVENTS OR MEETINGS. A LOCAL CLUB PROVIDES MEMBERSHIP FOR THE HEAD OF THE SCHOOL, SOLELY FOR THE PURPOSES OF SCHOOL RELATED BUSINESS. THE SCHOOL BEARS THE COST OF CLEANING ASSISTANCE IN CONNECTION WITH THE USE OF THE HOUSE FOR SCHOOL ENTERTAINMENT, MEETINGS AND OTHER FUNCTIONS. THE SCHOOL TREATS ALL OF THESE ITEMS AS NONTAXABLE. A CONNECTICUT HEALTH & EDUCATIONAL FACILITIES AUTHORITY 833672347 NONEAVAIL 2012-09-28 8855000 REFUND PRIOR ISSUE 0 0 0 A 2325000 8855000 152938 8702062 2001 1 0 1 0 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 1 1 1 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CONNECTICUT HEALTH & EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2019 X 6 1269084 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO RECORD THE NAME CHANGE OF THE CORPORATION FROM THE GUNNERY, INCORPORATED TO THE FREDERICK GUNN SCHOOL, INCORPORATED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY TAX ADVISORS OF AN INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS REVIEWED WITH THE CHAIR OF THE AUDIT AND RISK COMMITTEE. THEN A DRAFT FORM 990, WITH SCHEDULE B, SCHEDULE OF CONTRIBUTORS, REDACTED, IS PROVIDED TO THE FULL BOARD FOR COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANUALLY KEY EMPLOYEES, OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. THE CFO AND THE AUDIT RISK COMMITTEE REVIEW THE CONFLICT OF INTEREST FORMS. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF THE SCHOOL'S COMPENSATION WAS DETERMINED BY A BOARD COMPENSATION COMMITTEE. THIS COMMITTEE UTILIZED INPUT FROM AN INDEPENDENT CONSULTANT AND DATA REFLECTING COMPENSATION FOR HEADS OF SCHOOL AT COMPARABLE SCHOOLS. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE SCHOOL ARE SET BY THE HEAD OF THE SCHOOL, UTILIZING DATA REFLECTING COMPENSATION FOR SIMILAR POSITIONS AT COMPARABLE SCHOOLS, OFTEN IN CONSULTATION WITH THE CHAIRMAN OF THE BOARD OF TRUSTEES AND WITH OUTSIDE CONSULTANTS. THE BOARD GOES THROUGH A CONTRACT PROCESS PERIODICALLY, AND THE HEAD OF SCHOOL IS CURRENTLY UNDER A FIVE YEAR CONTRACT BEGINNING JULY 1, 2017 AND ENDING JUNE 30, 2022. COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD CHAIR. THEN COMMUNICATION IS MADE TO THE BOARD BY THE BOARD CHAIR ANUALLY VIA EMAIL. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.