2022-05-11T08:52:22-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2020-07-01 060733693 GREENS FARMS ACADEMY INC GREE 2032567543 35 BEACHSIDE AVENUE PO BOX 998 GREENS FARMS CT 068380998 JENNIFER CAMPBELL CHIEF FINANCE & OPERATING OFFICER 2032567543 2022-05-07 1 JENNIFER CAMPBELL 999009999 LAURA J KENNEY P00202198 6177170831 2022-05-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENNIFER CAMPBELL 35 BEACHSIDE AVENUE PO BOX 998 GREENS FARMS CT 068380998 47846907 0 X WWW.GFACADEMY.ORG X 1925 CT GFA ENGAGES STUDENTS AS PARTNERS IN AN INNOVATIVE, INCLUSIVE, AND GLOBALLY MINDED COMMUNITY TO PREPARE THEM FOR A LIFE OF PURPOSE. 24 23 355 435 77173 53408 3767955 4853430 33028306 34447804 1262211 2144259 311893 639917 38370365 42085410 4377050 4883922 0 0 23422246 24574186 0 0 1976946 9243264 9723247 37042560 39181355 1327805 2904055 136366230 154608768 14520143 18820825 121846087 135787943 GFA ENGAGES STUDENTS AS PARTNERS IN AN INNOVATIVE, INCLUSIVE, AND GLOBALLY MINDED COMMUNITY TO PREPARE THEM FOR A LIFE OF PURPOSE. 0 0 33526904 4855025 33602756 AT GFA, WE BELIEVE A PREK-12 EDUCATION CAN BE JOYFUL. WE INVITE OUR STUDENTS TO THINK BIG, QUESTION OFTEN AND STAY GROUNDED IN OUR CORE VALUES OF PASSION, INTEGRITY, EMPATHY, CURIOSITY, AND EXCELLENCE. STUDENTS ARE AT THE CENTER OF EVERYTHING, AS KNOWN AND ENGAGED PARTNERS IN THEIR OWN LEARNING. THEY TAKE PRIDE IN THEIR ACHIEVEMENTS, DEFINE WHAT EXCELLENCE MEANS FOR THEM, AND THEN RISE TO MEET IT. INNOVATION IS NOT A BUZZWORD AT GFA. HERE, THOUGHTFUL PROGRESS TRAVELS ALONGSIDE A LEGACY OF ACADEMIC STRENGTH. GFA PROUDLY HELPS SHAPE MEN AND WOMEN OF CHARACTER WHO WILL LEAVE THEIR MARK ON THE BROADER GLOBAL COMMUNITY. 1409226 755756 HORIZONS AT GFA - HORIZONS AT GFA HELPS UNDERSERVED BRIDGEPORT STUDENTS IN PRE-KINDERGARTEN THROUGH 12TH GRADE IMPROVE THEIR EDUCATIONAL OUTCOMES BY PROVIDING ACADEMIC INSTRUCTION, ENRICHMENT EXPERIENCES, MENTORING, AND EDUCATIONAL GUIDANCE IN A NURTURING COMMUNITY OF DEDICATED PROFESSIONALS. 84662 28897 89292 SUMMER PROGRAMS - THE GFA SUMMER PROGRAM OFFERS INNOVATIVE ACADEMIC COURSES, SUMMER SPORTS FOR YOUNG ATHLETES AND A FUN-FILLED SUMMER CAMP. 35020792 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 108 0 1 355 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER CAMPBELL 2032567543 35 BEACHSIDE AVENUE PO BOX 998 GREENS FARMS CT 068380998 DAVID DURKIN PRESIDENT/CHAIR 4.00 X X 0 0 0 SAMANTHA MOONEY VICE PRESIDENT/VICE CHAIR 4.00 X X 0 0 0 MICHAEL BLITZER TREASURER 4.00 X X 0 0 0 VANI BETTEGOWDA SECRETARY 4.00 X X 0 0 0 BARBARA CONA AMONE TRUSTEE 2.00 X 0 0 0 REBECCA BLISS TRUSTEE 2.00 X 0 0 0 RICHARD CANNING TRUSTEE 2.00 X 0 0 0 STEPHANIE ERCEGOVIC TRUSTEE 2.00 X 0 0 0 ROGER FERRIS TRUSTEE 2.00 X 0 0 0 MEADE FOGEL TRUSTEE 2.00 X 0 0 0 SANDRA FROST TRUSTEE 2.00 X 0 0 0 MICHAEL GREENBERG TRUSTEE 2.00 X 0 0 0 WARD K HORTON TRUSTEE 2.00 X 0 0 0 LYNNE LAUKHUF TRUSTEE 2.00 X 0 0 0 KRISTEN MCDONALD TRUSTEE 2.00 X 0 0 0 THERESA MINSON TRUSTEE 2.00 X 0 0 0 THOMAS MURPHY TRUSTEE 2.00 X 0 0 0 SEAN OBI TRUSTEE 2.00 X 0 0 0 KIM KELLER RAVEIS TRUSTEE 2.00 X 0 0 0 KATE ROTH TRUSTEE 2.00 X 0 0 0 DON SAN JOSE TRUSTEE 2.00 X 0 0 0 GREGG TENSER TRUSTEE 2.00 X 0 0 0 ANGELA TIMASHEV TRUSTEE 2.00 X 0 0 0 EMILY VON KOHORN TRUSTEE 2.00 X 0 0 0 ROBERT WHELAN HEAD OF SCHOOL 40.00 X 514364 0 161615 JENNIFER CAMPBELL CHIEF FINANCE & OPERATIONS 40.00 X 307436 0 80499 ANDREW MEYER HEAD OF THE MIDDLE SCHOOL 40.00 X 169493 0 47140 ANDREW JONES HEAD OF THE UPPER SCHOOL 40.00 X 158372 0 45861 ANN MILLER ADMISSION DIRECTOR 40.00 X 161757 0 15505 JOSEPH FLYNN DIRECTOR OF INSTITUTIONAL ADVANCEMENT 40.00 X 269647 0 36124 MICHAEL PINA DIRECTOR OF COLLEGE GUIDANCE 40.00 X 146449 0 104231 TAUNI BUTTERFIELD ATHLETICS DIRECTOR 40.00 X 138948 0 40794 MATHIEU FREEMAN US SCIENCE, RESEARCH DIRECTOR 40.00 X 140505 0 72120 VICTOR LLANQUE ZONTA ASSOCIATE HEAD OF SCHOOL 40.00 X 145165 0 46957 RAY WEAVER DIRECTOR OF CAMPUS PLANNING & ENGINEERING 40.00 X 137127 0 11880 2289263 0 662726 46 0 1 0 FLIK INDEPENDENT SCHOOLS PO BOX 417632 BOSTON MA 02241 FOOD SERVICE 722683 A P CONSTRUCTION 707 SUMMER ST STAMFORD CT 06901 CONSTRUCTION 337241 ROGER FERRIS PARTNERS LLC 11 WILTON ROAD WESTPORT CT 06880 ARCHITECTUAL SERVICES 241447 FIELDTURF USA INC 175 N INDUSTRIAL BLVD NE CALHOUN GA 30701 ARTIFICIAL TURF INSTALLATION 162201 B&B TRANSPORTATION INC 41 VILLAGE LANE BETHANY CT 06524 STUDENT TRANSPORTATION 128830 14 340145 4513285 114091 4853430 TUITION & FEES 611110 34324740 34324740 SUMMER SCHOOL TUITION 611110 96292 96292 STUDENT ACTIVITIES & YEARBOOK 611710 26772 26772 34447804 1186210 1186210 122018 22945 99073 99073 99073 6611247 5653198 958049 958049 958049 415611 340145 85354 330257 330257 PARENTS ASSOC. INCOME 900099 89624 89624 VARIOUS FACILITIES USAGE 713940 77173 77173 OTHER INCOME 900099 43790 43790 210587 42085410 34447804 77173 2707003 6341 6341 4877581 4877581 2322391 1266773 541480 514138 16254079 14726332 761610 766137 1162895 1079106 42185 41604 3647142 3295479 193340 158323 1187679 1020099 88101 79479 113817 113817 55965 55965 132673 132673 447246 285461 80485 81300 265939 7331 258608 82581 77448 843 4290 416074 416074 1939666 1892539 30870 16257 190553 190553 49346 17144 829 31373 3421614 3355122 66492 138565 135794 2771 DINING ROOM 1030517 1030517 HORIZONS PROGRAM 440907 440907 SCHOOL SUPPLIES 417468 415475 1993 STUDENT ACTIVITIES 402115 402115 178201 82601 70163 25437 39181355 35020792 2183617 1976946 96 73 19199900 25250167 1115305 524434 161100 2521939 54671 0 261214 200599 104029209 34062963 70925994 69966246 33874446 38820587 10773504 17324723 136366230 154608768 2644201 3897185 11875942 14923640 14520143 18820825 X 113612439 125568786 8233648 10219157 121846087 135787943 136366230 154608768 X 2904055 11074112 -36311 X X 0 1 X 1 0 X 5337348 5335974 4045567 3767955 4853430 23340274 5337348 5335974 4045567 3767955 4853430 23340274 721374 22618900 680609 963772 956322 1287018 1308228 5195949 222626 84399 139775 114842 133414 695056 29231279 160231739 0.77380 0.82010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PARENTS ASSOC INCOME OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40093328 129518 11675514 189473 1591889 50116998 39234686 143253 950594 184038 51167 40093328 38582151 579487 1485198 160910 1205465 45775 39234686 36794974 1963197 2906624 159133 2916310 7201 38582151 40523225 283757 4466056 8458425 19639 36794974 0.86000 0.08000 0.06000 0 0 5725539 5725539 83791493 29430606 54360887 3702077 2207646 1494431 10810100 2424711 8385389 69966246 POINTER OFFSHORE, LTD 4851049 F AETOS CAPITAL CAYMAN FUND 5795489 F DOLLAR SENIOR LOAN 1293737 F BARON EMERGING MARKETS FUND 3385038 F HARBOURVEST 2019 1250374 F HARBOUR VEST 2020 452097 F LBC CREDIT PARTNERS 296939 F 17324723 48398839 11074112 108299 11182411 37216428 132673 4736309 4868982 42085410 34456983 144610 144610 34312373 132673 4736309 4868982 39181355 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE SUPPORT FOR GREENS FARMS ACADEMY AND ITS MISSION OVER THE LONG TERM. IN DETERMINING INVESTMENT AND DRAW POLICIES, THE SCHOOL'S GOAL IS TO ENSURE THAT THE FUTURE GROWTH OF THE ENDOWMENT IS SUFFICIENT TO OFFSET NORMAL INFLATION PLUS REASONABLE SPENDING, THEREBY PRESERVING THE REAL (INFLATION-ADJUSTED) VALUE AND PURCHASING POWER OF THE FUND FOR FUTURE GENERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 22,945. FUNDRAISING EXPENSES 85,354. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,736,309. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 85,354. RENTAL EXPENSES 22,945. UNCOLLECTIBLE PLEDGES 36,311. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,736,309. 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 PUBLISHES A BROCHURE WHICH INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY. THE STATEMENT IS ALSO INCLUDED ON THE HOMEPAGE OF THE SCHOOL'S WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 13642748 0 0 0 0 0 0 13642748 0 13642748 1 0 1 1 0 0 PART III ACCOUNTING METHOD: HORIZONS FALL GALA 424854 255475 169379 9230 4021 10957 GOLF EVENT 177000 52550 124450 38146 4250 7600 1 153902 32120 121782 1500 4250 5400 755756 340145 415611 39646 9230 12521 23957 85354 330257 1 KOMERA PROJECT PO BOX 1491 JAMAICA PLAIN MA 02130 271581674 SECTION 115 6341 0 CHARITABLE CONTRIBUTION 1 STUDENT FINANCIAL AID 141 4736309 TUITION SUPPLEMENTAL STUDENT AID FOR ACADEMIC NEEDS 112375 BOOKS, TRANSPORTATION, UNIFORMS, TRIPS, ATHLETICS SUMMER PROGRAM FINANCIAL AID 28897 SUMMER PROGRAM TUITION PART I, LINE 2: FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS BASED ON NEED AND IS DETERMINED UTILIZING SCHOOL AND STUDENT SERVICES (SSS) 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. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. ADDITIONAL AID MAY ALSO BE PROVIDED FOR SUPPLEMENTAL NEEDS SUCH AS BOOKS, TRANSPORTATION, AND REQUIRED EQUIPMENT. X X 1 1 X X X 0 0 0 0 0 0 0 0 1 1 ROBERT WHELAN HEAD OF SCHOOL 424364 0 0 0 90000 0 24225 0 137390 0 675979 0 0 0 JENNIFER CAMPBELL CHIEF FINANCE & OPERATIONS 289835 0 0 0 17601 0 24225 0 56274 0 387935 0 0 0 JOSEPH FLYNN DIRECTOR OF INSTITUTIONAL ADVANCEMEN 249647 0 0 0 20000 0 21653 0 14471 0 305771 0 0 0 MICHAEL PINA DIRECTOR OF COLLEGE GUIDANCE 146449 0 0 0 0 0 13192 0 91039 0 250680 0 0 0 ANDREW MEYER HEAD OF THE MIDDLE SCHOOL 167508 0 0 0 1985 0 14786 0 32354 0 216633 0 0 0 MATHIEU FREEMAN US SCIENCE, RESEARCH DIRECTOR 131205 0 0 0 9300 0 11714 0 60406 0 212625 0 0 0 ANDREW JONES HEAD OF THE UPPER SCHOOL 156640 0 0 0 1732 0 13845 0 32016 0 204233 0 0 0 VICTOR LLANQUE ZONTA ASSOCIATE HEAD OF SCHOOL 133205 0 0 0 11960 0 12336 0 34621 0 192122 0 0 0 TAUNI BUTTERFIELD ATHLETICS DIRECTOR 138948 0 0 0 0 0 12395 0 28399 0 179742 0 0 0 ANN MILLER ADMISSION DIRECTOR 161757 0 0 0 0 0 13812 0 1693 0 177262 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS PROVIDED WITH A RESIDENCE FOR PERSONAL AND BUSINESS USE. THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS, AND HOST EVENTS OPEN TO FACULTY, STUDENTS, AND CONSTITUENTS ON AVERAGE ONCE A WEEK. THE VALUE OF THE HOUSING IS REPORTED IN SCHEDULE J, PART II, COLUMN (D) AND IS TREATED AS NONTAXABLE. CLEANING SERVICES WERE PROVIDED FOR THE HEAD OF SCHOOL'S RESIDENCE. THIS WAS TREATED AS NONTAXABLE INCOME. PART I, LINE 8 GREENS FARMS ACADEMY ENTERED INTO A THREE YEAR CONTRACT WITH THE NEW HEAD OF SCHOOL EFFECTIVE 7/1/18. ROGER FERRIS OWNER, ROGER FERRIS, IS A TRUSTEE 241447 ARCHITECTURAL SERVICES 0 X 13 114091 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF DONATIONS OF PUBLICLY TRADED STOCK REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ACADEMY'S FORM 990 IS PREPARED BY THE SCHOOL'S TAX ADVISORS WITH INFORMATION PROVIDED BY MANAGEMENT. UPON REVIEW AND APPROVAL, THE FORM 990 IS REVIEWED WITH AND DISTRIBUTED TO THE HEAD OF SCHOOL, THE BOARD TREASURER & PRESIDENT AND THE CFO BEFORE SUBMITTING TO THE IRS. THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS TO REVIEW THROUGH A SECURE PORTAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH TRUSTEE, OFFICER, AND MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE GOVERNING BOARD SHALL SIGN A STATEMENT THAT AFFIRMS: HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE SCHOOL IS CHARITABLE, AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. PERIODIC REVIEWS ARE COMPLETED TO DETERMINE, AT A MINIMUM: WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING, AND WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE SCHOOL'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY THE EXECUTIVE COMMITTEE USING COMPARABLE COMPENSATION DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE BOARD APPROVES AGGREGATE INCREASES. THIS PROCESS OCCURS ANNUALLY. THE HEAD OF SCHOOL REVIEWS DATA AND DETERMINES COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES WITHIN THE OVERALL COMPENSATION PARAMETERS SET BY THE BOARD. THE COMPENSATION DELIBERATIONS AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY MAKES THE FORM 990 AVAILABLE UPON REQUEST AT THE ACADEMY'S PLACE OF BUSINESS. THE ACADEMY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -36,311.