2015-05-01T06:55:13-05:00 2014-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2013-07-01 060733693 GREENS FARMS ACADEMY INC GREE 2032567543 35 BEACHSIDE AVENUE PO BOX 998 GREENS FARMS CT 068380998 RUSSELL FRIEDSON CHIEF FINANCE & OPERATIONS OFFICER 2032567543 2015-04-27 1 ELIZABETH SOLECKI P00235171 8605614000 2015-04-27 2013 2016-03-07 17:11:31Z RUSSELL FRIEDSON 35 BEACHSIDE AVENUE PO BOX 998 GREENS FARMS CT 068380998 36176517 0 X WWW.GFACADEMY.ORG X 1925 CT TO EDUCATE STUDENTS TO BECOME CRITICAL, INDEPENDENT THINKERS AND ENCOURAGE THEIR PASSIONS THAT WILL SUSTAIN THEM TO BECOME LIFE-LONG LEARNERS. WE TEACH RESPECT FOR DIFFERENCES AND ENCOURAGE COMMUNITY SERVICE. 23 21 339 896 0 0 7476427 5403719 24740447 25562779 1564144 1110309 216316 175201 33997334 32252008 2600704 2512225 0 0 14821401 15729713 222875 51000 1627961 9047114 9055580 26692094 27348518 7305240 4903490 105465417 116690225 21942531 22917880 83522886 93772345 TO EDUCATE STUDENTS TO BECOME CRITICAL, INDEPENDENT THINKERS AND ENCOURAGE THEIR PASSIONS THAT WILL SUSTAIN THEM TO BECOME LIFE-LONG LEARNERS. WE TEACH RESPECT FOR DIFFERENCES AND ENCOURAGE COMMUNITY SERVICE. 0 0 23254598 2512225 25351259 EDUCATING STUDENTS IN GRADES PRE-K THROUGH TWELVE IN ACADEMICS, ATHLETICS, AND THE ARTS. 777063 5295 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. 159019 206225 SUMMER PROGRAMS - OFFERED AS A COMBINATION OF ACADEMIC COURSE AND SUMMER ENRICHMENT PROGRAMS INCLUDING A TRADITIONAL DAY CAMP. 24190680 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 109 0 1 339 1 0 0 0 0 0 1 1 0 0 0 0 X 23 21 1 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X RUSSELL FRIEDSON 2032567543 35 BEACHSIDE AVENUE PO BOX 998 GREENS FARMS CT 068380998 SHELLEY GOLDSMITH CO-PRESIDENT 5.00 X X 0 0 0 TRICIA VANACORE CO-PRESIDENT 5.00 X X 0 0 0 STEPHEN LAWRENCE CO-VICE-PRESIDENT 4.00 X X 0 0 0 MICHAEL BERMAN CO-VICE-PRESIDENT 3.00 X X 0 0 0 ROGER TARIKA TREASURER 3.00 X X 0 0 0 KARA BOHNSACK SECRETARY 3.00 X X 0 0 0 CAROLYN COHEN TRUSTEE 2.00 X 0 0 0 VINCENT D'AGOSTINO TRUSTEE 2.00 X 0 0 0 ROGER FERRIS TRUSTEE 2.00 X 0 0 0 MICHAEL GREENBERG TRUSTEE 2.00 X 0 0 0 TERRY HOGAN TRUSTEE 2.00 X 0 0 0 RICHARD HOLZINGER TRUSTEE 2.00 X 0 0 0 ARLENE HOWARD TRUSTEE 2.00 X 0 0 0 MARTHA LORD TRUSTEE 2.00 X 0 0 0 MOLLY MCGRATH TRUSTEE 2.00 X 0 0 0 FRANK MORI TRUSTEE 2.00 X 0 0 0 DAVID MURPHY TRUSTEE 2.00 X 0 0 0 JJEFFREY NIXON TRUSTEE 2.00 X 0 0 0 MICHAEL RINTOUL TRUSTEE 2.00 X 0 0 0 NANCY SOULE TRUSTEE 2.00 X 0 0 0 JAMES WOLFE TRUSTEE 2.00 X 0 0 0 ZACHARY ZEITLIN TRUSTEE 2.00 X 0 0 0 JANET HARTWELL HEAD OF SCHOOL 40.00 X 382664 0 97899 RUSSELL FRIEDSON CHEIF FINANCE & OPERATIONS OFFICER 40.00 X 172401 0 75173 MELISSA HOGLUND DIRECTOR OF ADVANCEMENT 40.00 X 164322 0 35521 CONSTANCE SHAPIRO HEAD OF THE LOWER SCHOOL 40.00 X 134512 0 33480 JENNIFER KLEIN ASSOCIATE DIRECTOR OF ADVANCEMENT 40.00 X 123125 0 15337 KURT MEDERER MATH DEPARTMENT CHAIRMAN 40.00 X 115647 0 33599 STEPHANIE WHITNEY DIRECTOR OF ADMISSION 40.00 X 112719 0 35676 MICHAEL PINA DIRECTOR OF COLLEGE GUIDANCE 40.00 X 112174 0 86385 1317564 0 413070 16 0 1 0 CHARTWELLS DINING SERVICES COMPASS GROU PO BOX 417632 BOSTON MA 02241 FOOD SERVICE 749420 AP CONSTRUCTION 707 SUMMER ST STAMFORD CT 06901 CONSTRUCTION 624503 ROGER FERRIS & PARTNERS LLC 11 WILTON RD WESTPORT CT 06880 ARCHITECTURAL SERVICES 273634 PLAZA DESIGN 1771 POST RD EAST 203 WESTPORT CT 06880 DESIGN, PHOTOGRAPHY & PRINTING OF MATERI 151941 COMMUNITY COUNSELING SERVICE CO LLC 461 FIFTH AVE 3RD FLOOR NEW YORK NY 10017 CAPITAL CAMPAIGN CONSULTING 151875 7 219059 5184660 377037 5403719 TUITION & FEES 611110 25099380 25099380 SUMMER SCHOOL TUITION 611110 206225 206225 STUDENT ACTIVITIES & YEARBOOK 611710 202489 202489 SCHOOL STORE REVENUE 611110 54685 54685 25562779 568681 568681 64200 9806 54394 54394 54394 4378846 3837218 541628 541628 541628 83817 219059 77485 6332 6332 PARENTS ASSOC. INCOME 900099 89961 89961 OTHER INCOME 900099 24514 24514 114475 32252008 25562779 0 1285510 5469 5469 2506756 2506756 805985 805985 10976778 9913025 281800 781953 822842 735609 29207 58026 2198861 2043586 37256 118019 925247 787803 75301 62143 54175 54175 47489 47489 51000 51000 86411 77770 8641 246341 171946 70120 4275 556548 553156 3392 343308 343308 2421679 2358929 51297 11453 95794 45426 9023 41345 1886868 1849131 37737 79447 77858 1589 HORIZONS PROGRAM 777063 777063 STUDENT ACTIVITIES 714087 714087 DINING ROOM 574300 574300 ATHLETICS 422888 422888 749182 232570 16865 499747 27348518 24190680 1529877 1627961 79524 48907 17323946 21717889 3690192 3768359 26901 43548 28383 276527 269752 63558729 16390561 47098596 47168168 32341342 38290272 4628389 5354947 105465417 116690225 3893328 3914715 8454801 9797614 9594402 9205551 21942531 22917880 X 73528266 83017090 6977518 7494910 3017102 3260345 83522886 93772345 105465417 116690225 X 4903490 4996893 349076 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34977258 286160 5708130 258454 10277 40702817 30061047 2358085 2812518 251377 3015 34977258 30049691 61258 192871 242773 30061047 25346206 3588549 4375185 3260249 30049691 23239432 3523390 3177581 4594197 25346206 0.87220 0.07200 0.05580 0 0 3047131 3047131 50422576 15274984 35147592 1619641 571135 1048506 8469381 544442 7924939 47168168 34982958 4996893 250 -2353484 2643659 32339299 -87291 -87291 32252008 25082577 250 87293 87543 24995034 2353484 2353484 27348518 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: FINANCIAL AID -2,353,484. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -77,485. RENTAL EXPENSES -9,806. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 77,485. RENTAL EXPENSES 9,806. ROUNDING 2. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,353,484. 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 SCHOOL ALSO ADVERTISES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE NEW YORK TIMES EACH YEAR. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 4301376 0 0 0 0 0 0 4301376 0 4301376 0 0 0 1 0 0 X X X X X X 1 COMMUNITY COUNSELING SERVICE LLC 461 FIFTH AVENUE 3RD FLOOR NEW YORK NY 10017 CAPITAL CAMPAIGN PLANNING 0 0 51000 0 51000 CT NY HORIZONS GOLF 181625 129122 52503 6469 26925 19109 HORIZONS FALL 109510 89937 19573 19573 1 11741 11741 5409 302876 219059 83817 6469 26925 44091 77485 6332 1 US SANITATION INTERNATIONAL 13715 BLUFFROCK SAN ANTONIO TX 78216 900770416 501(C)(3) 5469 STUDENT FUNDRAISER FOR CHARITABLE PURPOSES 1 0 STUDENT FINANCIAL AID 100 0 2432595 FMV 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. SCHOLARSHIPS 6 74161 0 NEED BASED SCHOLARSHIPS TO FORMER STUDENTS PART I, LINE 2: THE GFA SCHOLARSHIP COMMITTEE NOMINATES AND SELECTS STUDENTS WITH BOTH NOTABLE ACADEMIC ACHIEVEMENT AND DOCUMENTED FINANCIAL NEED TO RECEIVE A GFA SCHOLARSHIP TO ALLOW THEM TO ATTEND THE COLLEGE OF THEIR CHOICE. TO QUALIFY, CANDIDATES MUST MEET THE CRITERIA SPECIFIED BY THE SCHOLARSHIP COMMITTEE. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JANET HARTWELL HEAD OF SCHOOL 382664 0 0 0 0 0 18875 0 79024 0 480563 0 0 0 RUSSELL FRIEDSON CHEIF FINANCE & OPERATIONS OFFICER 172401 0 0 0 0 0 13584 0 61589 0 247574 0 0 0 MELISSA HOGLUND DIRECTOR OF ADVANCEMENT 164322 0 0 0 0 0 10816 0 24705 0 199843 0 0 0 CONSTANCE SHAPIRO HEAD OF THE LOWER SCHOOL 134512 0 0 0 0 0 10386 0 23094 0 167992 0 0 0 MICHAEL PINA DIRECTOR OF COLLEGE GUIDANCE 112174 0 0 0 0 0 9652 0 76733 0 198559 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. 180520 FINANCIAL AID FINANCIAL AID ROGER FERRIS ASSOCIATES OWNER IS A TRUSTEE 483917 ARCHITECTURAL SERVICES 0 X 1 3000 FMV X 22 373037 FMV X COMPOST 1 1000 FMV 0 0 1 1 PART I, LINE 32B: AN INDEPENDENT BROKER RECEIVES AND LIQUIDATES ALL STOCK DONATIONS ON BEHALF OF GREENS FARMS ACADEMY, INC. FORM 990, PART VI, SECTION A, LINE 2 SOME TRUSTEES HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 3 THE ACADEMY DELEGATES CONTROL OVER MANAGEMENT DUTIES IN REGARDS TO ITS OUTSOURCED FOOD SERVICE TO 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 11 GFA'S FORM 990 FILING AND DISTRIBUTION POLICY: 1. THE BUSINESS OFFICE WILL GATHER THE INFORMATION REQUESTED BY THE SCHOOL'S AUDITORS NEEDED TO COMPLETE THE FORM. INFORMATION WILL BE GATHERED AND/OR CONFIRMED FROM ALL RELEVANT AREAS OF THE SCHOOL, INCLUDING: BUSINESS OFFICE, ADMISSIONS, FINANCIAL AID, DEVELOPMENT, AND PROGRAM. 2. THE INITIAL DRAFT OF THE FORM WILL BE PREPARED BY THE SCHOOL'S AUDITORS. 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 INVESTMENT 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. 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 349,078. ROUNDING -2.