GREENS FARMS ACADEMY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GREENS FARMS ACADEMY INC (EIN 06-0733693)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201841319349301204
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T07:56:50-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INTERNATIONAL PLACE 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060733693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENS FARMS ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2032567543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 BEACHSIDE AVENUE PO BOX 998 | AddressLine1Txt |
| City | GREENS FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068380998 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL FRIEDSON | PersonNm |
| Person Title | CHIEF FINANCE & OPERATIONS OFFICER | PersonTitleTxt |
| Phone | 2032567543 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6172211944 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUSSELL FRIEDSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 BEACHSIDE AVENUE PO BOX 998 | AddressLine1Txt |
| City | GREENS FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068380998 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,189,599 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GFACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | GFA ENGAGES STUDENTS AS PARTNERS IN AN INNOVATIVE, INCLUSIVE, AND GLOBALLY MINDED COMMUNITY TO PREPARE THEM FOR A LIFE OF PURPOSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 332 | TotalEmployeeCnt |
| Total Volunteers | 910 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,667,346 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,337,348 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,478,271 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,881,286 | CYProgramServiceRevenueAmt |
| PY Investment Income | $850,860 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,986,351 | CYInvestmentIncomeAmt |
| PY Other Revenue | $203,722 | PYOtherRevenueAmt |
| CY Other Revenue | $233,275 | CYOtherRevenueAmt |
| PY Total Revenue | $36,200,199 | PYTotalRevenueAmt |
| CY Total Revenue | $38,438,260 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,818,910 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,962,109 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,692,280 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,092,768 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,791,636 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,850,502 | PYOtherExpensesAmt |
| CY Other Expenses | $8,744,236 | CYOtherExpensesAmt |
| PY Total Expenses | $30,361,692 | PYTotalExpensesAmt |
| CY Total Expenses | $32,799,113 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,838,507 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,639,147 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $127,174,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,827,231 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,598,965 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,593,676 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $104,575,824 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,233,555 | NetAssetsOrFundBalancesEOYAmt |
| Mission | GFA ENGAGES STUDENTS AS PARTNERS IN AN INNOVATIVE, INCLUSIVE, AND GLOBALLY MINDED COMMUNITY TO PREPARE THEM FOR A LIFE OF PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,822,009 | ExpenseAmt |
| Grant | $2,962,109 | GrantAmt |
| Revenue | $29,696,431 | RevenueAmt |
| Desc | EDUCATING STUDENTS IN GRADES PRE-K THROUGH TWELVE IN ACADEMICS, ATHLETICS, AND THE ARTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,178,090 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,435 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,769 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $179,420 | RevenueAmt |
| Desc | SUMMER PROGRAMS - OFFERED AS A COMBINATION OF ACADEMIC COURSE AND SUMMER ENRICHMENT PROGRAMS INCLUDING A TRADITIONAL DAY CAMP AND SPORTS PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,125,868 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 138 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 332 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL FRIEDSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032567543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 BEACHSIDE AVENUE PO BOX 998 | AddressLine1Txt |
| City | GREENS FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068380998 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SHELLEY GOLDSMITH | ||||||||
| CO-PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA VANACORE | ||||||||
| CO-PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN LAWRENCE | ||||||||
| CO-VICE-PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL RINTOUL | ||||||||
| CO-VICE-PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY ZEITLIN | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ARLENE HOWARD | ||||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HENRY BACKE JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VANI BETTEGOWDA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BLITZER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH BOOLBOL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD CANNING | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN COHEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DURKIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE ERCEGOVIC | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER FERRIS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL GREENBERG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WARD HORTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNNE LAUKHUF | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA MOONEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA SAMUELSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY SOULE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER TAUCK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES WOLFE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET HARTWELL | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $478,471 | $0 | $101,195 | |||
| RUSSELL FRIEDSON | ||||||||
| CHIEF FINANCE & OPERATIONS | 40.00 | Yes (X) | $218,425 | $0 | $71,573 | |||
| JENNIFER KLEIN | ||||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | $166,730 | $0 | $39,961 | Yes (X) | |||
| CHRISTOS KOLOVOS | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $166,634 | $0 | $23,926 | Yes (X) | |||
| ANDREW MEYER | ||||||||
| HEAD OF THE MIDDLE SCHOOL | 40.00 | $146,685 | $0 | $37,481 | Yes (X) | |||
| ANN MILLER | ||||||||
| ADMISSION DIRECTOR | 40.00 | $141,125 | $0 | $9,498 | Yes (X) | |||
| ALEWA COOPER | ||||||||
| HEAD OF THE LOWER SCHOOL | 40.00 | $139,083 | $0 | $15,260 | Yes (X) | |||
| MATHIEU FREEMAN | ||||||||
| UPPER SCHOOL SCIENCE | 40.00 | $130,864 | $0 | $82,011 | Yes (X) | |||
| JESSE ROBINSON | ||||||||
| IT DIRECTOR | 40.00 | $127,845 | $0 | $38,954 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,715,862 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $419,859 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AP CONSTRUCTION | |||||
| 707 SUMMER ST | STAMFORD | CT | 06901 | CONSTRUCTION | $2,199,808 |
| APAPPAJOHN COMPANY | |||||
| 66 FORT POINT ST | NORWALK | CT | 06851 | CONSTRUCTION | $2,101,225 |
| ROGER FERRIS PARTNERS LLC | |||||
| 11 WILTON RD | WESTPORT | CT | 06880 | ARCHITECTURAL SERVICES | $976,472 |
| CHARTWELLS DINING SERVICES | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICE | $700,765 |
| PLAZA DESIGN LLC | |||||
| 1771 POST RD E 203 | WESTPORT | CT | 06880 | PRINTING/GRAPHIC SERVICES | $140,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $305,132 | FundraisingAmt |
| All Other Contributions | $5,032,216 | AllOtherContributionsAmt |
| Noncash Contributions | $350,780 | NoncashContributionsAmt |
| Total Contributions | $5,337,348 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611110 | $29,227,976 | $29,227,976 |
| STUDENT ACTIVITIES & YEARBOOK | 611710 | $418,265 | $418,265 |
| SUMMER SCHOOL TUITION | 611110 | $179,420 | $179,420 |
| SCHOOL STORE REVENUE | 611110 | $55,625 | $55,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,881,286 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $604,921 | TotalRevenueColumnAmt |
| Exclusion | $604,921 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $75,688 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,040 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,648 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,648 | TotalRevenueColumnAmt |
| Exclusion | $10,648 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,977,064 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,595,634 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,381,430 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,381,430 | TotalRevenueColumnAmt |
| Exclusion | $2,381,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $90,665 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $305,132 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $90,665 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $112,488 | $112,488 |
| PARENTS ASSOC. INCOME | 900099 | $110,139 | $110,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $222,627 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,438,260 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,881,286 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,219,626 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,962,109 | TotalAmt |
| Program Services | $2,962,109 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,320,544 | TotalAmt |
| Program Services | $590,409 | ProgramServicesAmt |
| Management And General | $332,109 | ManagementAndGeneralAmt |
| Fundraising | $398,026 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,704,590 | TotalAmt |
| Program Services | $13,216,682 | ProgramServicesAmt |
| Management And General | $884,354 | ManagementAndGeneralAmt |
| Fundraising | $603,554 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,437 | TotalAmt |
| Program Services | $933,631 | ProgramServicesAmt |
| Management And General | $71,690 | ManagementAndGeneralAmt |
| Fundraising | $55,116 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,922,083 | TotalAmt |
| Program Services | $2,683,186 | ProgramServicesAmt |
| Management And General | $123,799 | ManagementAndGeneralAmt |
| Fundraising | $115,098 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,114 | TotalAmt |
| Program Services | $923,490 | ProgramServicesAmt |
| Management And General | $87,757 | ManagementAndGeneralAmt |
| Fundraising | $73,867 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,662 | TotalAmt |
| Management And General | $35,662 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,835 | TotalAmt |
| Management And General | $47,835 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,125 | TotalAmt |
| Management And General | $119,125 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,541 | TotalAmt |
| Program Services | $219,541 | ProgramServicesAmt |
| Management And General | $54,672 | ManagementAndGeneralAmt |
| Fundraising | $3,328 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,626 | TotalAmt |
| Program Services | $624,538 | ProgramServicesAmt |
| Management And General | $2,088 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,951 | TotalAmt |
| Program Services | $411,951 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,169 | TotalAmt |
| Program Services | $1,565,769 | ProgramServicesAmt |
| Management And General | $34,212 | ManagementAndGeneralAmt |
| Fundraising | $9,188 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,529 | TotalAmt |
| Program Services | $41,321 | ProgramServicesAmt |
| Management And General | $15,046 | ManagementAndGeneralAmt |
| Fundraising | $76,162 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,543,983 | TotalAmt |
| Program Services | $2,494,023 | ProgramServicesAmt |
| Management And General | $49,960 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,196 | TotalAmt |
| Program Services | $96,232 | ProgramServicesAmt |
| Management And General | $1,964 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| STUDENT ACTIVITIES | $843,259 | $843,259 | |
| DINING ROOM | $621,139 | $621,139 | |
| HORIZONS - OTHER | $379,061 | $379,061 | |
| PRINTING AND PUBLICATIO | $231,420 | $8,949 | $222,471 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,740 | TotalAmt |
| Program Services | $510,578 | ProgramServicesAmt |
| Management And General | $21,336 | ManagementAndGeneralAmt |
| Fundraising | $234,826 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,799,113 | TotalAmt |
| Program Services | $29,125,868 | ProgramServicesAmt |
| Management And General | $1,881,609 | ManagementAndGeneralAmt |
| Fundraising | $1,791,636 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,078 | BOYAmt |
| EOY | $41,517 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,072,199 | BOYAmt |
| EOY | $17,205,133 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,969,144 | BOYAmt |
| EOY | $3,352,542 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,518 | BOYAmt |
| EOY | $52,470 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,314 | BOYAmt |
| EOY | $32,920 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,256 | BOYAmt |
| EOY | $316,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,050,678 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,300,418 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,720,671 | BOYAmt |
| EOY | $65,750,260 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,894,003 | BOYAmt |
| EOY | $32,204,705 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,973,606 | BOYAmt |
| EOY | $8,871,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,174,789 | BOYAmt |
| EOY | $127,827,231 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,385,595 | BOYAmt |
| EOY | $3,566,597 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,864,494 | BOYAmt |
| EOY | $12,027,079 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,348,876 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,598,965 | BOYAmt |
| EOY | $15,593,676 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,412,919 | BOYAmt |
| EOY | $102,148,949 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,795,804 | BOYAmt |
| EOY | $6,924,876 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,367,101 | BOYAmt |
| EOY | $3,159,730 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,575,824 | BOYAmt |
| EOY | $112,233,555 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,174,789 | BOYAmt |
| EOY | $127,827,231 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,639,147 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,987,065 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $31,519 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,523,225 | BeginningYearBalanceAmt |
| Contributions | $283,757 | ContributionsAmt |
| Investment Earnings Or Losses | $4,466,056 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,458,425 | OtherExpendituresAmt |
| Administrative Expenses | $19,639 | AdministrativeExpensesAmt |
| End Year Balance | $36,794,974 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,193,806 | BeginningYearBalanceAmt |
| Contributions | $474,398 | ContributionsAmt |
| Investment Earnings Or Losses | -$807,213 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $149,195 | GrantsOrScholarshipsAmt |
| Other Expenditures | $176,715 | OtherExpendituresAmt |
| Administrative Expenses | $11,856 | AdministrativeExpensesAmt |
| End Year Balance | $40,523,225 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,702,817 | BeginningYearBalanceAmt |
| Contributions | $418,010 | ContributionsAmt |
| Investment Earnings Or Losses | $1,223,786 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,150,807 | OtherExpendituresAmt |
| End Year Balance | $41,193,806 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,977,258 | BeginningYearBalanceAmt |
| Contributions | $286,160 | ContributionsAmt |
| Investment Earnings Or Losses | $5,708,130 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $258,454 | OtherExpendituresAmt |
| Administrative Expenses | $10,277 | AdministrativeExpensesAmt |
| End Year Balance | $40,702,817 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,061,047 | BeginningYearBalanceAmt |
| Contributions | $2,358,085 | ContributionsAmt |
| Investment Earnings Or Losses | $2,812,518 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $251,377 | OtherExpendituresAmt |
| Administrative Expenses | $3,015 | AdministrativeExpensesAmt |
| End Year Balance | $34,977,258 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,725,539 | OtherCostOrOtherBasisAmt |
| Book Value | $5,725,539 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,135,491 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,020,724 | DepreciationAmt |
| Book Value | $52,114,767 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,346,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,064,371 | DepreciationAmt |
| Book Value | $1,282,391 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,842,886 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,215,323 | DepreciationAmt |
| Book Value | $6,627,563 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,750,260 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FORESTER OFFSHORE, LTD. | $4,075,560 | F |
| GOLDENTREE HIGH YIELD PARTNERS | $29,525 | F |
| POINTER OFFSHORE, LTD | $4,766,489 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,871,574 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $37,747,175 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,987,065 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $155,705 | OtherRevenueAmt |
| Revenue Not Reported | $2,142,770 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,604,405 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,833,855 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,833,855 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,438,260 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,525,101 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $559,843 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $559,843 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,965,258 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,833,855 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,833,855 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,799,113 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE SUPPORT FOR GREENS FARMS ACADEMY AND ITS MISSION OVER THE LONG TERM. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 90,665. RENTAL EXPENSES 65,040. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,833,855. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 90,665. RENTAL EXPENSES 65,040. ROUNDING -2. UNCOLLECTIBLE PLEDGES 404,140. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,833,855. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHES A BROCHURE WHICH INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY. THE SCHOOL ALSO ADVERTISES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE NEW YORK TIMES EACH YEAR. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,871,574 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,871,574 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,871,574 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HORIZONS GOLF | Event1Nm |
| Gross Receipts Event1 | $199,132 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $135,419 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $63,713 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,720 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $30,274 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $29,719 | OtherDirectExpensesEvent1Amt |
| Event2 | HORIZONS FALL | Event2Nm |
| Gross Receipts Event2 | $196,665 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $169,713 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,952 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $26,952 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $395,797 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $305,132 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $90,665 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,720 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,274 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $56,671 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $90,665 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 99 | RecipientCnt |
| Non Cash Assistance | $2,962,109 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID IS PROVIDED THROUGH TUITION REDUCTION. OTHER ASSISTANCE INCLUDES BOOKS, TRANSPORTATION, REQUIRED TRIPS, REQUIRED ATHLETIC UNIFORMS, MOUTHGUARDS & FEES, COLLEGE GUIDANCE FEES, USE OF LAPTOPS, YEARBOOKS, PROMS, CLASS PHOTOS (LOWER SCHOOL) & THE SMART TUITION PAYMENT PLAN PROCESSING FEE. | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANET HARTWELL | ||||||||||||||
| HEAD OF SCHOOL | $478,471 | $0 | $0 | $0 | $0 | $0 | $22,525 | $0 | $78,670 | $0 | $579,666 | $0 | $0 | $0 |
| RUSSELL FRIEDSON | ||||||||||||||
| CHIEF FINANCE & OPERATIONS | $218,425 | $0 | $0 | $0 | $0 | $0 | $19,525 | $0 | $52,048 | $0 | $289,998 | $0 | $0 | $0 |
| JENNIFER KLEIN | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $166,730 | $0 | $0 | $0 | $0 | $0 | $14,645 | $0 | $25,316 | $0 | $206,691 | $0 | $0 | $0 |
| CHRISTOS KOLOVOS | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $166,634 | $0 | $0 | $0 | $0 | $0 | $14,208 | $0 | $9,718 | $0 | $190,560 | $0 | $0 | $0 |
| ANDREW MEYER | ||||||||||||||
| HEAD OF THE MIDDLE SCHOOL | $146,685 | $0 | $0 | $0 | $0 | $0 | $12,889 | $0 | $24,592 | $0 | $184,166 | $0 | $0 | $0 |
| ANN MILLER | ||||||||||||||
| ADMISSION DIRECTOR | $141,125 | $0 | $0 | $0 | $0 | $0 | $7,131 | $0 | $2,367 | $0 | $150,623 | $0 | $0 | $0 |
| ALEWA COOPER | ||||||||||||||
| HEAD OF THE LOWER SCHOOL | $139,083 | $0 | $0 | $0 | $0 | $0 | $11,904 | $0 | $3,356 | $0 | $154,343 | $0 | $0 | $0 |
| MATHIEU FREEMAN | ||||||||||||||
| UPPER SCHOOL SCIENCE | $130,864 | $0 | $0 | $0 | $0 | $0 | $7,435 | $0 | $74,576 | $0 | $212,875 | $0 | $0 | $0 |
| JESSE ROBINSON | ||||||||||||||
| IT DIRECTOR | $127,845 | $0 | $0 | $0 | $0 | $0 | $11,249 | $0 | $27,705 | $0 | $166,799 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FORMER TRUSTEE | RelationshipWithOrgTxt |
| Cash Grant | $33,270 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER FERRIS PARTNERS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OWNER, ROGER FERRIS, IS A TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $585,824 | TransactionAmt |
| Transaction | ARCHITECTURAL SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $334,780 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FURNITURE | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF DONATIONS OF PUBLICLY TRADED STOCK REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. THERE WAS ONE CONTRIBUTION OF VARIOUS PIECES OF FURNITURE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ACADEMY DELEGATES CONTROL OVER MANAGEMENT DUTIES IN REGARDS TO ITS OUTSOURCED FOOD SERVICE TO CHARTWELLS/FLIK INDEPENDENT SCHOOL DINING, ALTHOUGH THIS DOES NOT RELATE TO ITS CORE BUSINESS OF EDUCATION. |
| 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 | GFA'S FORM 990 FILING AND DISTRIBUTION POLICY: 1. THE BUSINESS OFFICE WILL GATHER THE INFORMATION REQUESTED BY THE SCHOOL'S TAX ADVISORS NEEDED TO COMPLETE THE FORM. INFORMATION WILL BE GATHERED AND/OR CONFIRMED FROM ALL RELEVANT AREAS OF THE SCHOOL, INCLUDING: BUSINESS OFFICE, ADMISSION, FINANCIAL AID, ADVANCEMENT, AND PROGRAM. 2. THE INITIAL DRAFT OF THE FORM WILL BE PREPARED BY THE SCHOOL'S TAX ADVISORS. 3. THE CFO/COO AND CONTROLLER WILL REVIEW THE DRAFT FORM AND HAVE ANY INITIAL CORRECTIONS/CHANGES MADE. 4. AFTER INITIAL CORRECTIONS, IF ANY, A PROPOSED FINAL DRAFT WILL BE REVIEWED BY THE TREASURER, HEAD OF SCHOOL, CFO, AND CONTROLLER. ONCE APPROVED AS IS (OR WITH CORRECTIONS) THE FORM WILL BE FILED WITH THE IRS. THIS REVIEW WILL INCLUDE ALL SCHEDULES, INCLUDING SCHEDULE B - SCHEDULE OF CONTRIBUTORS. 5. AFTER FILING, A COPY OF THE FORM, EXCLUDING THE NAMES AND ADDRESSES OF CONTRIBUTORS, WILL BE DISTRIBUTED TO THE EXECUTIVE COMMITTEE. 6. THE SCHOOL WILL MAKE A COPY OF THE FORM, EXCLUDING THE NAMES AND ADDRESSES OF CONTRIBUTORS, AVAILABLE TO ALL OTHERS UPON REQUEST. |
| 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: THEY HAVE RECEIVED A COPY OF THE COI POLICY, HAVE READ AND UNDERSTOOD THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND UNDERSTAND 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. THE HEAD OF SCHOOL IS PROVIDED COMPARABLE DATA. THE HEAD OF SCHOOL REVIEWS DATA AND MAKES A DETERMINATION FOR ALL COMPENSATION OTHER THAN HER OWN, WITHIN 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: | UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENTS 435,657. UNCOLLECTIBLE PLEDGES -404,140. ROUNDING 2. |
| FORM 990, PART XII, LINE 2C: | GREENS FARMS ACADEMY HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR |