2020-11-04T12:55:36-06:00 2020-06-30 061009205 BLUM SHAPIRO & COMPANY PC TWO INTERNATIONAL PLACE 22ND FL BOSTON MA 02110 990 2019-07-01 060762783 THE NORWICH FREE ACADEMY NORW 8608872505 305 BROADWAY NORWICH CT 063603547 RICHARD FREEMAN DIRECTOR OF FINANCE 8604255522 2020-10-30 1 LAURA J KENNEY P00202198 6177170831 2020-10-29 64.251.63.131 2020-10-30 14:32:11 ED P B49528270D5C596423F272EFB472E66EFBF6AFC8 212D4AA7D86991E97AAA9C7923B382683810470F 2019 2021-01-29 14:40:06Z RICHARD FREEMAN 305 BROADWAY NORWICH CT 06360 37534631 0 X WWW.NFASCHOOL.ORG X 1854 CT PROVIDE SECONDARY EDUCATION FOR HIGH SCHOOL STUDENTS IN THE CITY OF NORWICH AND THE NINE SURROUNDING TOWNS. 12 12 484 13 0 0 2913161 3093958 33572658 34147765 93356 116516 244752 173904 36823927 37532143 0 0 0 0 28813300 30274646 0 0 0 9901566 9554849 38714866 39829495 -1890939 -2297352 41658815 43430200 21541978 27803434 20116837 15626766 TO PROVIDE SECONDARY EDUCATION (GRADES 9-12) FOR THE CITY OF NORWICH AND THE NINE SURROUNDING TOWNS. 0 0 28298769 34248469 PROVIDED SECONDARY EDUCATION (GRADE 9-12) FOR THE CITY OF NORWICH AND NINE SURROUNDING TOWNS. 28298769 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 43 0 1 484 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RICHARD FREEMAN DIRECTOR OF FINANCE 8604255522 305 BROADWAY NORWICH CT 06360 DAVID KLEIN HEAD OF SCHOOL 40.00 X 360012 0 36937 KRISTIN PECKRUL BUILDING PRINCIPAL 40.00 X 160377 0 28566 ROSS SWARD PRINCIPAL 40.00 X 156478 0 25558 DENISE GRANT DIRECTOR OF CURRICULUM 40.00 X 152245 0 28321 LUCINDA FINGER DIRECTOR OF FINANCE 35.00 10.00 X 141783 0 26455 KATHLEEN COTE PRINCIPAL 40.00 X 136109 0 29962 LISA WHEELER DIRECTOR OF STUDENT SERVICES 40.00 X 145809 0 18868 LEO BUTLER DIRECTOR OF DIVERSITY 40.00 X 141179 0 11538 BRYANT SHELDON PRINCIPAL 40.00 X 147679 0 813 ANTHONY GIRASOLI DIRECTOR OF TECHNOLOGY 40.00 X 137650 0 7477 DEVOL S JOYNER CHAIRPERSON 2.00 X X 0 0 0 DAVID KALLA VICE CHAIRPERSON 2.00 X X 0 0 0 BETSY CONWAY SECRETARY 2.00 X X 0 0 0 DENISE LINDELL TREASURER 2.00 X X 0 0 0 DIANE L BOISCLAIR TRUSTEE 2.00 1.00 X 0 0 0 ALLYN L BROWN III TRUSTEE 2.00 1.00 X 0 0 0 CHRISTOPHER JEWELL TRUSTEE 2.00 X 0 0 0 KEITH G FONTAINE TRUSTEE 2.00 1.00 X 0 0 0 THOMAS HAMMOND TRUSTEE (UNTIL 11/19) 2.00 1.00 X 0 0 0 TODD C POSTLER TRUSTEE 2.00 1.00 X 0 0 0 MARK TRAMONTOZZI TRUSTEE 2.00 1.00 X 0 0 0 WILLIAM WARZECHA TRUSTEE 2.00 X 0 0 0 SARETTE WILLIAMS TRUSTEE 2.00 1.00 X 0 0 0 1679321 0 214495 20 0 1 0 CHARTWELLS 305 BROADWAY NORWICH CT 06360 CAFETERIA SERVICES 865065 HORIZON 250 GOVERNOR STREET EAST HARTFORD CT 06108 FACILITY MANAGEMENT 809168 RICOH 500 ENTERPRISE DRIVE ROCKY HILL CT 06067 DIGITAL PRINTING SERVICES 225446 OVERABOVE 6 MAIN STREET CENTERBROOK CT 06409 MARKETING SERVICES 139867 HYDE PARK 401 PLAIN HILL RD NORWICH CT 06360 LANDSCAPING 104834 2 2261468 832490 3093958 TUITION 611710 33663193 33663193 CAFETERIA 900099 410227 410227 STUDENT ORGANIZATIONS 611710 74345 74345 34147765 119004 119004 73200 0 73200 73200 73200 2488 -2488 -2488 -2488 MISC. REVENUE 900099 100704 100704 100704 37532143 34248469 0 189716 1085686 759980 325706 22282076 15597454 6684622 1246020 872214 373806 3980048 2786034 1194014 1680816 1176571 504245 156690 130683 26007 83124 58187 24937 30000 30000 1456926 1019848 437078 63241 44269 18972 472788 330952 141836 937599 656319 281280 63422 44395 19027 443452 310416 133036 2201416 1540991 660425 265940 186158 79782 REPAIR AND MAINTENANCE 1031676 722173 309503 0 CAFETERIA OPERATIONS 805063 805063 0 0 EQUIPMENT 529086 370343 158743 0 ACTIVITIES AND ATHLETIC 433371 433371 0 0 581055 453348 127707 39829495 28298769 11530726 0 1125547 4665175 203355 289661 76592722 45629018 32938059 30963704 2926376 2990186 4465478 4521474 41658815 43430200 2763825 2297260 326746 407582 11819340 11283153 4512860 6632067 9302579 21541978 27803434 X 20116837 15626766 20116837 15626766 41658815 43430200 X -2297352 -39999 -2152720 X X 0 1 X 1 0 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 INVOLVING THE INDEPENDENCE OF THE NFA BOARD FROM THE SENDING TOWNS AND OF OTHER ISSUES THAT WOULD AFFECT THE SCHOOL. 71976714 585484 1186650 425519 2143579 71179750 69652097 649995 3918626 2244004 71976714 66142394 1147269 4707511 2345077 69652097 59740756 883533 8377119 2859014 66142394 63423804 814060 -1772409 32450 2692249 59740756 0.43400 0.24600 0.32000 0 1 1 2790267 2790267 57402266 31819649 25582617 9319901 8914332 405569 7080288 4895037 2185251 30963704 AMOUNT DUE FROM AFFILIATE 3661641 OTHER ASSETS 66737 ASSETS HELD BY BOND TRUSTEE 793096 4521474 ACCRUED PENSION COSTS 8543134 OTHER LIABILITIES AND DEPOSITS 759445 9302579 PART V, LINE 4: INCOME FROM ENDOWMENT ASSETS IS USED FOR OPERATIONS OF THE SCHOOL. 1 1 1 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." SCHEDULE E, PART I, LINE 6 NORWICH FREE ACADEMY RECEIVES AN EDUCATIONAL GRANT FROM NORWICH PUBLIC SCHOOLS THAT ORIGINATES FROM A FEDERAL SOURCE. NORWICH FREE ACADEMY RECEIVED NSLP GRANT THAT ORIGINATES FROM FEDERAL SOURCE. X 0 0 X 0 1 0 0 0 0 0 0 0 DAVID KLEIN HEAD OF SCHOOL 347012 0 0 0 13000 0 0 0 36937 0 396949 0 0 0 KRISTIN PECKRUL BUILDING PRINCIPAL 160377 0 0 0 0 0 0 0 28566 0 188943 0 0 0 ROSS SWARD PRINCIPAL 156478 0 0 0 0 0 0 0 25558 0 182036 0 0 0 DENISE GRANT DIRECTOR OF CURRICULUM 152245 0 0 0 0 0 0 0 28321 0 180566 0 0 0 LUCINDA FINGER DIRECTOR OF FINANCE 141783 0 0 0 0 0 5890 0 20565 0 168238 0 0 0 KATHLEEN COTE PRINCIPAL 136109 0 0 0 0 0 0 0 29962 0 166071 0 0 0 LISA WHEELER DIRECTOR OF STUDENT SERVICES 145809 0 0 0 0 0 0 0 18868 0 164677 0 0 0 LEO BUTLER DIRECTOR OF DIVERSITY 141179 0 0 0 0 0 0 0 11538 0 152717 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS PROVIDED A DISCRETIONARY SPENDING ACCOUNT WHICH IS INCLUDED IN HIS INCOME. PART I, LINE 4B THE HEAD OF SCHOOL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. A CHEFA 060806186 20774YNV5 2013-03-01 15770007 REFINANCE FOR ORIGINAL ISSUE TO CONSTRUCT PERFORMING AND ARTS CENTER 0 0 0 A 15770007 15472542 297465 2013 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/01/2018 FORM 990, PART VI, SECTION A, LINE 2 OFFICER LUCINDA FINGER HAS A BUSINESS RELATIONSHIP WITH CERTAIN DIRECTORS (DIANE L. BOISCLAIR, ALLYN L. BROWN III, KEITH G. FONTAINE, THOMAS HAMMOND, TODD C. POSTLER, MARK TRAMONTOZZI, AND SARETTE WILLIAMS), AS SHE IS EMPLOYED BY A RELATED ORGANIZATION GOVERNED BY THESE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT 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 POLICY ON AN ANNUAL BASIS. THEY ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT THAT THEY UNDERSTAND AND HAVE COMPLIED. ANY RELATIONSHIPS MUST BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS NEGOTIATED BY THE BOARD. THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED USING COMPARABLE DATA AND THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED. THE COMPENSATION FOR OTHER KEY EMPLOYEES ARE DESIGNATED BY THE HEAD OF SCHOOL WITH BOARD DIRECTION FOR INCREASES. 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 -2,152,720. FORM 990, PART XII, LINE 2C THE COMMITTEE HAS MADE NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS DURING THE 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 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 NFA FOUNDATION INC C 2261468 AMOUNT RECEIVED NFA FOUNDATION INC D 3661641 AMOUNT LOANED NFA FOUNDATION INC J 60000 RENT RECEIVED