GREENS FARMS ACADEMY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GREENS FARMS ACADEMY INC (EIN 06-0733693)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202611339349306341
- Schema version
- 2024v5.5
- 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 K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:33:50-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND 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 | 2024-07-01 | 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 | JENNIFER CAMPBELL | PersonNm |
| Person Title | CHIEF FINANCE & OPERATING OFFICER | PersonTitleTxt |
| Phone | 2032567543 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER CAMPBELL | 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 | $67,717,447 | 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 | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 380 | TotalEmployeeCnt |
| Total Volunteers | 215 | TotalVolunteersCnt |
| Total Gross UBI | $158,351 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,962,625 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,950,919 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,451,112 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $42,004,960 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,831,665 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,263,893 | CYInvestmentIncomeAmt |
| PY Other Revenue | $450,509 | PYOtherRevenueAmt |
| CY Other Revenue | $497,911 | CYOtherRevenueAmt |
| PY Total Revenue | $49,695,911 | PYTotalRevenueAmt |
| CY Total Revenue | $53,717,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,094,718 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,009,452 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,140,118 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,223,931 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $6,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,593,914 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,657,560 | PYOtherExpensesAmt |
| CY Other Expenses | $14,738,443 | CYOtherExpensesAmt |
| PY Total Expenses | $45,898,396 | PYTotalExpensesAmt |
| CY Total Expenses | $49,971,826 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,797,515 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,745,857 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $196,307,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,841,524 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,755,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,757,062 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $146,551,088 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $156,084,462 | 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 | $42,578,871 | ExpenseAmt |
| Grant | $6,990,287 | GrantAmt |
| Revenue | $41,914,834 | RevenueAmt |
| Desc | AT GFA, WE BELIEVE A PRE-KINDERGARTEN THROUGH 12TH GRADE 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,036,203 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,606 | 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 | $66,673 | ExpenseAmt |
| Grant | $19,165 | GrantAmt |
| Revenue | $84,520 | RevenueAmt |
| Desc | SUMMER PROGRAMS - THE GFA SUMMER PROGRAM OFFERS INNOVATIVE ACADEMIC COURSES AND A FUN-FILLED SUMMER CAMP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,681,747 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| 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 | 140 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 380 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | JENNIFER CAMPBELL | 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 | GREEN FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068380998 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 |
|---|---|---|---|---|---|---|---|---|
| WARD K HORTON | ||||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VANI BETTEGOWDA | ||||||||
| CO-VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DON SAN JOSE | ||||||||
| CO-VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BLITZER | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MEADE FOGEL | ||||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GIL ATKINS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE BEA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD BLAUSTEIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA BLISS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM L BUCKNALL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DURKIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE FOSTER ELLISON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SANFORD EWING | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER FERRIS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROOPALI HALL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN OBI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY PAPADAKOS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMBER PAQUETTE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DMITRI PONOMAREV | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MELANIE SMITH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAGE TREMAINE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WHELAN | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $750,557 | $0 | $204,949 | |||
| JENNIFER CAMPBELL | ||||||||
| CHIEF FINANCE & OPERATIONS | 40.00 | Yes (X) | $354,374 | $0 | $91,669 | |||
| JOSEPH FLYNN | ||||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMENT | 40.00 | $296,579 | $0 | $60,050 | Yes (X) | |||
| SUZZANNA TEYAN | ||||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | $181,284 | $0 | $30,502 | Yes (X) | |||
| ANDREW MEYER | ||||||||
| HEAD OF THE MIDDLE SCHOOL | 40.00 | $188,575 | $0 | $57,701 | Yes (X) | |||
| ERIC LEE | ||||||||
| ATHLETIC DIRECTOR | 40.00 | $216,685 | $0 | $57,253 | Yes (X) | |||
| RAYMOND WEAVER III | ||||||||
| DIR. OF CAMPUS PLANNING & ENGINEERING | 40.00 | $167,280 | $0 | $14,818 | Yes (X) | |||
| VANESSA SYLVESTER | ||||||||
| DIR. OF ENROLLMENT & FINANCIAL AID | 40.00 | $171,862 | $0 | $9,109 | Yes (X) | |||
| JOHN ABEL | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $162,657 | $0 | $28,774 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,489,853 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $554,825 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 65 | 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 |
|---|---|---|---|---|---|
| FAB MAINTENANCE SERVICES LLC | |||||
| 9 PARK STREET 108 | NORWALK | CT | 06851 | CLEANING SERVICES | $506,446 |
| ROGER FERRIS PARTNERS LLC | |||||
| 11 WILTON ROAD | WESTPORT | CT | 06880 | ARCHITECTUAL SERVICES | $230,403 |
| ATLAS COMPANIES LLC | |||||
| 30 NORTHEAST INDUSTRIAL ROAD | BRANFORD | CT | 06405 | CUSTOM FENCE INSTALLATION AND OUTDOOR ST | $209,750 |
| LELIO VLEUX | |||||
| 179-26 144TH ROAD | JAMAICA | NY | 11434 | FOOD/CATERING SERVICE | $177,529 |
| CT TRANSPORTATION SOLUTIONS LLC | |||||
| PO BOX 4110 DEPT 5261 | WOBURN | MA | 018884110 | TRANSPORTATION SERVICES | $108,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,103,797 | FundraisingAmt |
| All Other Contributions | $7,847,122 | AllOtherContributionsAmt |
| Noncash Contributions | $1,990,193 | NoncashContributionsAmt |
| Total Contributions | $8,950,919 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611110 | $41,749,388 | $41,749,388 |
| STUDENT ACTIVITIES & YEARBOOK | 611710 | $190,217 | $190,217 |
| SUMMER SCHOOL TUITION | 611110 | $65,355 | $65,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $42,004,960 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,315,771 | TotalRevenueColumnAmt |
| Exclusion | $3,315,771 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $67,602 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $60,137 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,465 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,465 | TotalRevenueColumnAmt |
| Exclusion | $7,465 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,661,773 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,347,525 | SecuritiesAmt |
| Other | $1,366,126 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $314,248 | SecuritiesAmt |
| Other | -$1,366,126 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,051,878 | TotalRevenueColumnAmt |
| Exclusion | -$1,051,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $428,560 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,103,797 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $225,976 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,584 | TotalRevenueColumnAmt |
| Exclusion | $202,584 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| VARIOUS FACILITIES USAGE | 713940 | $158,351 | $158,351 | |
| PARENTS ASSOC. INCOME | 900099 | $73,671 | $73,671 | |
| OTHER INCOME | 900099 | $55,840 | $55,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $287,862 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,717,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,004,960 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $158,351 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,603,453 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,009,452 | TotalAmt |
| Program Services | $7,009,452 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,315 | TotalAmt |
| Program Services | $813,590 | ProgramServicesAmt |
| Management And General | $470,801 | ManagementAndGeneralAmt |
| Fundraising | $625,924 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,800,436 | TotalAmt |
| Program Services | $16,816,002 | ProgramServicesAmt |
| Management And General | $1,010,808 | ManagementAndGeneralAmt |
| Fundraising | $973,626 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,353,855 | TotalAmt |
| Program Services | $1,241,815 | ProgramServicesAmt |
| Management And General | $54,844 | ManagementAndGeneralAmt |
| Fundraising | $57,196 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,776,587 | TotalAmt |
| Program Services | $4,290,279 | ProgramServicesAmt |
| Management And General | $246,866 | ManagementAndGeneralAmt |
| Fundraising | $239,442 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,738 | TotalAmt |
| Program Services | $1,174,784 | ProgramServicesAmt |
| Management And General | $100,958 | ManagementAndGeneralAmt |
| Fundraising | $106,996 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,023 | TotalAmt |
| Management And General | $126,023 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,060 | TotalAmt |
| Management And General | $81,060 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,278 | TotalAmt |
| Management And General | $95,278 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,117 | TotalAmt |
| Program Services | $163,246 | ProgramServicesAmt |
| Management And General | $247,627 | ManagementAndGeneralAmt |
| Fundraising | $46,244 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,799 | TotalAmt |
| Program Services | $5,971 | ProgramServicesAmt |
| Fundraising | $370,828 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,560 | TotalAmt |
| Program Services | $132,829 | ProgramServicesAmt |
| Management And General | $1,152 | ManagementAndGeneralAmt |
| Fundraising | $1,579 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,495 | TotalAmt |
| Program Services | $622,495 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,655 | TotalAmt |
| Program Services | $2,273,263 | ProgramServicesAmt |
| Management And General | $49,044 | ManagementAndGeneralAmt |
| Fundraising | $13,348 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,090 | TotalAmt |
| Program Services | $221,090 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,057 | TotalAmt |
| Program Services | $57,563 | ProgramServicesAmt |
| Management And General | $2,051 | ManagementAndGeneralAmt |
| Fundraising | $103,443 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,204 | TotalAmt |
| Program Services | $1,218,340 | ProgramServicesAmt |
| Management And General | $24,864 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,900,321 | TotalAmt |
| Program Services | $3,824,183 | ProgramServicesAmt |
| Management And General | $76,138 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,315 | TotalAmt |
| Program Services | $267,849 | ProgramServicesAmt |
| Management And General | $5,466 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STUDENT ACTIVITIES | $1,246,046 | $1,246,046 | |
| DINING ROOM | $1,087,789 | $1,087,789 | |
| HORIZONS PROGRAM | $764,022 | $764,022 | |
| SCHOOL SUPPLIES | $672,212 | $669,366 | $2,846 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,400 | TotalAmt |
| Program Services | $781,773 | ProgramServicesAmt |
| Management And General | $100,339 | ManagementAndGeneralAmt |
| Fundraising | $55,288 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,971,826 | TotalAmt |
| Program Services | $44,681,747 | ProgramServicesAmt |
| Management And General | $2,696,165 | ManagementAndGeneralAmt |
| Fundraising | $2,593,914 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,145 | BOYAmt |
| EOY | $3,533 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,705,588 | BOYAmt |
| EOY | $52,650,312 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,253,854 | BOYAmt |
| EOY | $2,457,205 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,987,356 | BOYAmt |
| EOY | $3,158,768 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,196 | BOYAmt |
| EOY | $297,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $132,371,140 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,762,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,823,704 | BOYAmt |
| EOY | $83,608,307 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,045,904 | BOYAmt |
| EOY | $49,475,209 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,255,209 | BOYAmt |
| EOY | $14,143,758 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,098 | BOYAmt |
| EOY | $1,046,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,307,054 | BOYAmt |
| EOY | $206,841,524 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,023,047 | BOYAmt |
| EOY | $3,762,913 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,539,696 | BOYAmt |
| EOY | $16,748,159 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,523,326 | BOYAmt |
| EOY | $29,539,530 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,897 | BOYAmt |
| EOY | $706,460 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,755,966 | BOYAmt |
| EOY | $50,757,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,213,596 | BOYAmt |
| EOY | $138,959,478 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,337,492 | BOYAmt |
| EOY | $17,124,984 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,551,088 | BOYAmt |
| EOY | $156,084,462 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,307,054 | BOYAmt |
| EOY | $206,841,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,745,857 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,719,678 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $67,839 | OtherChangesInNetAssetsAmt |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,853,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,008,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,577,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,962,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,950,919 | CurrentTaxYearAmt |
| Total | $33,353,632 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,853,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,008,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,577,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,962,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,950,919 | CurrentTaxYearAmt |
| Total | $33,353,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,340,366 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,013,266 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,308,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $895,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $832,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,850,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,383,373 | CurrentTaxYearAmt |
| Total | $9,269,726 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $277,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $173,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $202,584 | CurrentTaxYearAmt |
| Total | $911,320 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,511 | CurrentTaxYearAmt |
| Total | $556,167 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,090,845 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $189,516,353 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | PARENTS ASSOC INCOME - 2020 AMOUNT: $ 89,624. 2021 AMOUNT: $ 51,635. 2022 AMOUNT: $ 68,569. 2023 AMOUNT: $ 72,445. 2024 AMOUNT: $ 73,671. OTHER INCOME - 2020 AMOUNT: $ 43,790. 2021 AMOUNT: $ 73,808. 2022 AMOUNT: $ 12,544. 2023 AMOUNT: $ 14,241. 2024 AMOUNT: $ 55,840. | ExplanationTxt |
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 | $51,277,907 | BeginningYearBalanceAmt |
| Contributions | $458,238 | ContributionsAmt |
| Investment Earnings Or Losses | $6,296,058 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $225,200 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,146,000 | OtherExpendituresAmt |
| Administrative Expenses | $95,278 | AdministrativeExpensesAmt |
| End Year Balance | $56,565,725 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,700,371 | BeginningYearBalanceAmt |
| Contributions | $722,736 | ContributionsAmt |
| Investment Earnings Or Losses | $5,241,518 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $218,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,080,900 | OtherExpendituresAmt |
| Administrative Expenses | $87,818 | AdministrativeExpensesAmt |
| End Year Balance | $51,277,907 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,742,387 | BeginningYearBalanceAmt |
| Contributions | $283,396 | ContributionsAmt |
| Investment Earnings Or Losses | $3,875,263 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $203,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $913,201 | OtherExpendituresAmt |
| Administrative Expenses | $84,474 | AdministrativeExpensesAmt |
| End Year Balance | $46,700,371 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,116,998 | BeginningYearBalanceAmt |
| Contributions | $146,360 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,161,791 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $194,200 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,027,297 | OtherExpendituresAmt |
| Administrative Expenses | $137,683 | AdministrativeExpensesAmt |
| End Year Balance | $43,742,387 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,093,328 | BeginningYearBalanceAmt |
| Contributions | $129,518 | ContributionsAmt |
| Investment Earnings Or Losses | $11,675,514 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $189,473 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,591,889 | OtherExpendituresAmt |
| End Year Balance | $50,116,998 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10000 | 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 | $101,859,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,632,047 | DepreciationAmt |
| Book Value | $61,226,956 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,626,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,106,999 | DepreciationAmt |
| Book Value | $1,519,313 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,160,286 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,023,787 | DepreciationAmt |
| Book Value | $15,136,499 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,608,307 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BARON EMERGING MARKETS FUND | $1,455,948 | F |
| HARBOURVEST 2019 | $2,128,237 | F |
| HARBOUR VEST 2020 | $2,148,521 | F |
| LBC CREDIT PARTNERS V FEEDER | $429,626 | F |
| IRONWOOD INTERNATIONAL LTD | $6,677,117 | F |
| HARBOURVEST 2023 | $502,160 | F |
| A/R INVESTMENT ACCOUNTS | $332,274 | F |
| LBC CREDIT PARTNERS VI FEEDER | $469,875 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,143,758 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITIES | Desc |
| Amt | $706,460 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $706,460 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $52,882,795 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,719,678 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $286,113 | OtherRevenueAmt |
| Revenue Not Reported | $6,005,791 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,877,004 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $95,278 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,745,401 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,840,679 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $53,717,683 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,349,421 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $218,274 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $218,274 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,131,147 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $95,278 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,745,401 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,840,679 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $49,971,826 | 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. 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 60,137. FUNDRAISING EXPENSES 225,976. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 6,745,401. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 60,137. FUNDRAISING EXPENSES 225,976. UNCOLLECTIBLE PLEDGES -67,839. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 6,745,401. |
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 | 0 | 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 THAT INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY. IN ADDITION, THE SCHOOL HAS ALWAYS MAINTAINED A LINK FROM THE HOMEPAGE TO THE NONDISCRIMINATORY POLICY. AS OF THIS FILING THE NONDISCRIMINATORY POLICY WITH REGARD TO STUDENTS IS POSTED DIRECTLY ON THE HOMEPAGE OF THE WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $14,143,756 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $14,143,756 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,143,756 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HORIZONS FALL GALA | Event1Nm |
| Gross Receipts Event1 | $1,229,603 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $921,453 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $308,150 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $40,067 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $70,946 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF EVENT | Event2Nm |
| Gross Receipts Event2 | $302,754 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $182,344 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $120,410 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $69,006 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,400 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $31,057 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,532,357 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,103,797 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $428,560 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $109,073 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $102,003 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $225,976 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $202,584 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| STUDENT FINANCIAL AID | 170 | $6,745,401 | N/A | TUITION |
| SUPPLEMENTAL STUDENT AID FOR ACADEMIC NEEDS | 110 | $244,886 | N/A | BOOKS, TRANSPORTATION, UNIFORMS, TRIPS, ATHLETICS |
| SUMMER PROGRAM FINANCIAL AID | 15 | $19,165 | N/A | SUMMER PROGRAM TUITION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS BASED ON NEED AND IS DETERMINED UTILIZING SCHOOL AND CLARITY 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT WHELAN | ||||||||||||||
| HEAD OF SCHOOL | $699,489 | $0 | $0 | $0 | $51,068 | $0 | $89,325 | $0 | $115,624 | $0 | $955,506 | $0 | $0 | $0 |
| JENNIFER CAMPBELL | ||||||||||||||
| CHIEF FINANCE & OPERATIONS | $338,502 | $0 | $0 | $0 | $15,872 | $0 | $28,991 | $0 | $62,678 | $0 | $446,043 | $0 | $0 | $0 |
| JOSEPH FLYNN | ||||||||||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMEN | $271,868 | $0 | $0 | $0 | $24,711 | $0 | $24,093 | $0 | $35,957 | $0 | $356,629 | $0 | $0 | $0 |
| ERIC LEE | ||||||||||||||
| ATHLETIC DIRECTOR | $171,685 | $0 | $0 | $0 | $45,000 | $0 | $15,369 | $0 | $41,884 | $0 | $273,938 | $0 | $0 | $0 |
| ANDREW MEYER | ||||||||||||||
| HEAD OF THE MIDDLE SCHOOL | $188,575 | $0 | $0 | $0 | $0 | $0 | $16,728 | $0 | $40,973 | $0 | $246,276 | $0 | $0 | $0 |
| SUZZANNA TEYAN | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $181,284 | $0 | $0 | $0 | $0 | $0 | $15,445 | $0 | $15,057 | $0 | $211,786 | $0 | $0 | $0 |
| JOHN ABEL | ||||||||||||||
| HEAD OF UPPER SCHOOL | $162,657 | $0 | $0 | $0 | $0 | $0 | $13,861 | $0 | $14,913 | $0 | $191,431 | $0 | $0 | $0 |
| RAYMOND WEAVER III | ||||||||||||||
| DIR. OF CAMPUS PLANNING & ENGINEERIN | $147,280 | $0 | $0 | $0 | $20,000 | $0 | $12,627 | $0 | $2,191 | $0 | $182,098 | $0 | $0 | $0 |
| VANESSA SYLVESTER | ||||||||||||||
| DIR. OF ENROLLMENT & FINANCIAL AID | $171,862 | $0 | $0 | $0 | $0 | $0 | $8,189 | $0 | $920 | $0 | $180,971 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. THE DIRECTOR OF INSTITUTIONAL ADVANCEMENT, ATHLETIC DIRECTOR AND DIRECTOR OF CAMPUS PLANNING AND ENGINEERING ARE PROVIDED ON CAMPUS HOUSING OR HOUSING ALLOWANCES. THESE ARE TREATED AS TAXABLE INCOME. CLEANING SERVICES WERE PROVIDED FOR THE HEAD OF SCHOOL'S RESIDENCE. HOUSE CLEANING COSTS INCURRED FOR SCHOOL PURPOSES WERE TREATED AS NONTAXABLE INCOME, WHEREAS PERSONAL CLEANING COSTS WERE TREATED AS TAXABLE INCOME. |
| PART I, LINE 4B | THE HEAD OF SCHOOL PARTICIPATES IN A SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE CURRENT YEAR AMOUNT OF $60,000 IS REPORTED ON SCHEDULE J, PART II, COLUMN (C). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA 2023 SERIES A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| Bond Issued | 2023-12-08 | BondIssuedDt |
| Issue Price | $30,000,000 | IssuePriceAmt |
| Purpose | FINANCING LOWER SCHOOL DINING & ASSEMBLY AND ATHLETICS & WELLNESS CENTER PRO | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $30,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $442,158 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $11,950,047 | CapitalExpendituresAmt |
| Unspent | $17,607,795 | UnspentAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
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 | TRUSTEE ROGER FERRIS IS OWNER | RelationshipDescriptionTxt |
| Transaction | $376,255 | 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 | 46 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,990,193 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED TO MERGE THE INVESTMENT COMMITTEE INTO THE FINANCE COMMITTEE AND TO CLARIFY AND UPDATE TERM LIMIT PROVISIONS TO ALLOW GREATER FLEXIBILITY GOING FORWARD. |
| 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, ALONG WITH THE FINANCE COMMITTEE, 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 15 | THE HEAD OF SCHOOL WAS EMPLOYED IN FISCAL 2019 AND MOST RECENTLY HIS CONTRACT WAS EXTENDED THROUGH JUNE 30, 2030. THE COMPENSATION PACKAGE IN THE AGREEMENT WAS DETERMINED BY THE HEAD OF SCHOOL COMPENSATION COMMITTEE USING COMPARABLE COMPENSATION DATA FROM AREA PEER SCHOOLS AND RESULTS FROM THE ANNUAL HEAD OF SCHOOL PERFORMANCE REVIEW. THE HEAD OF SCHOOL IS EVALUATED ANNUALLY VERSUS GOALS MUTUALLY AGREED BY THE BOARD AND NAIS STANDARDS. THE HEAD OF SCHOOL REVIEWS COMPARABLE PEER DATA AND DETERMINES COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES WITHIN THE OVERALL COMPENSATION PARAMETERS/BUDGET SET BY THE BOARD. THESE COMPENSATION DELIBERATIONS 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 67,839. |
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