2026-05-13T14:33:50-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 060733693 GREENS FARMS ACADEMY INC GREE 2032567543 35 BEACHSIDE AVENUE PO BOX 998 GREENS FARMS CT 068380998 JENNIFER CAMPBELL CHIEF FINANCE & OPERATING OFFICER 2032567543 2026-05-12 1 1 LAURA J KENNEY P00202198 6177170831 2026-05-12 2024 2025-03-06 01:10:19Z JENNIFER CAMPBELL 35 BEACHSIDE AVENUE PO BOX 998 GREENS FARMS CT 068380998 67717447 0 X WWW.GFACADEMY.ORG X 1925 CT GFA ENGAGES STUDENTS AS PARTNERS IN AN INNOVATIVE, INCLUSIVE, AND GLOBALLY MINDED COMMUNITY TO PREPARE THEM FOR A LIFE OF PURPOSE. 21 20 380 215 158351 0 6962625 8950919 39451112 42004960 2831665 2263893 450509 497911 49695911 53717683 6094718 7009452 0 0 26140118 28223931 6000 0 2593914 13657560 14738443 45898396 49971826 3797515 3745857 196307054 206841524 49755966 50757062 146551088 156084462 GFA ENGAGES STUDENTS AS PARTNERS IN AN INNOVATIVE, INCLUSIVE, AND GLOBALLY MINDED COMMUNITY TO PREPARE THEM FOR A LIFE OF PURPOSE. 0 0 42578871 6990287 41914834 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. 2036203 0 5606 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. 66673 19165 84520 SUMMER PROGRAMS - THE GFA SUMMER PROGRAM OFFERS INNOVATIVE ACADEMIC COURSES AND A FUN-FILLED SUMMER CAMP. 44681747 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 140 0 1 380 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X JENNIFER CAMPBELL 2032567543 35 BEACHSIDE AVENUE PO BOX 998 GREEN FARMS CT 068380998 WARD K HORTON CHAIR 4.00 X X 0 0 0 VANI BETTEGOWDA CO-VICE CHAIR 4.00 X X 0 0 0 DON SAN JOSE CO-VICE CHAIR 4.00 X X 0 0 0 MICHAEL BLITZER TREASURER 4.00 X X 0 0 0 MEADE FOGEL SECRETARY 4.00 X X 0 0 0 GIL ATKINS TRUSTEE 2.00 X 0 0 0 RENEE BEA TRUSTEE 2.00 X 0 0 0 HOWARD BLAUSTEIN TRUSTEE 2.00 X 0 0 0 REBECCA BLISS TRUSTEE 2.00 X 0 0 0 WILLIAM L BUCKNALL TRUSTEE 2.00 X 0 0 0 DAVID DURKIN TRUSTEE 2.00 X 0 0 0 CATHERINE FOSTER ELLISON TRUSTEE 2.00 X 0 0 0 SANFORD EWING TRUSTEE 2.00 X 0 0 0 ROGER FERRIS TRUSTEE 2.00 X 0 0 0 ROOPALI HALL TRUSTEE 2.00 X 0 0 0 SEAN OBI TRUSTEE 2.00 X 0 0 0 ANDY PAPADAKOS TRUSTEE 2.00 X 0 0 0 AMBER PAQUETTE TRUSTEE 2.00 X 0 0 0 DMITRI PONOMAREV TRUSTEE 2.00 X 0 0 0 MELANIE SMITH TRUSTEE 2.00 X 0 0 0 PAGE TREMAINE TRUSTEE 2.00 X 0 0 0 ROBERT WHELAN HEAD OF SCHOOL 40.00 X 750557 0 204949 JENNIFER CAMPBELL CHIEF FINANCE & OPERATIONS 40.00 X 354374 0 91669 JOSEPH FLYNN DIRECTOR OF INSTITUTIONAL ADVANCEMENT 40.00 X 296579 0 60050 SUZZANNA TEYAN ASSOCIATE HEAD OF SCHOOL 40.00 X 181284 0 30502 ANDREW MEYER HEAD OF THE MIDDLE SCHOOL 40.00 X 188575 0 57701 ERIC LEE ATHLETIC DIRECTOR 40.00 X 216685 0 57253 RAYMOND WEAVER III DIR. OF CAMPUS PLANNING & ENGINEERING 40.00 X 167280 0 14818 VANESSA SYLVESTER DIR. OF ENROLLMENT & FINANCIAL AID 40.00 X 171862 0 9109 JOHN ABEL HEAD OF UPPER SCHOOL 40.00 X 162657 0 28774 2489853 0 554825 65 0 1 0 FAB MAINTENANCE SERVICES LLC 9 PARK STREET 108 NORWALK CT 06851 CLEANING SERVICES 506446 ROGER FERRIS PARTNERS LLC 11 WILTON ROAD WESTPORT CT 06880 ARCHITECTUAL SERVICES 230403 ATLAS COMPANIES LLC 30 NORTHEAST INDUSTRIAL ROAD BRANFORD CT 06405 CUSTOM FENCE INSTALLATION AND OUTDOOR ST 209750 LELIO VLEUX 179-26 144TH ROAD JAMAICA NY 11434 FOOD/CATERING SERVICE 177529 CT TRANSPORTATION SOLUTIONS LLC PO BOX 4110 DEPT 5261 WOBURN MA 018884110 TRANSPORTATION SERVICES 108506 5 1103797 7847122 1990193 8950919 TUITION & FEES 611110 41749388 41749388 STUDENT ACTIVITIES & YEARBOOK 611710 190217 190217 SUMMER SCHOOL TUITION 611110 65355 65355 42004960 3315771 3315771 67602 60137 7465 7465 7465 12661773 12347525 1366126 314248 -1366126 -1051878 -1051878 428560 1103797 225976 202584 202584 VARIOUS FACILITIES USAGE 713940 158351 158351 PARENTS ASSOC. INCOME 900099 73671 73671 OTHER INCOME 900099 55840 55840 287862 53717683 42004960 158351 2603453 7009452 7009452 1910315 813590 470801 625924 18800436 16816002 1010808 973626 1353855 1241815 54844 57196 4776587 4290279 246866 239442 1382738 1174784 100958 106996 126023 126023 81060 81060 95278 95278 457117 163246 247627 46244 376799 5971 370828 135560 132829 1152 1579 622495 622495 2335655 2273263 49044 13348 221090 221090 163057 57563 2051 103443 1243204 1218340 24864 3900321 3824183 76138 273315 267849 5466 STUDENT ACTIVITIES 1246046 1246046 DINING ROOM 1087789 1087789 HORIZONS PROGRAM 764022 764022 SCHOOL SUPPLIES 672212 669366 2846 937400 781773 100339 55288 49971826 44681747 2696165 2593914 3145 3533 53705588 52650312 2253854 2457205 2987356 3158768 238196 297832 132371140 48762833 78823704 83608307 45045904 49475209 12255209 14143758 994098 1046600 196307054 206841524 3023047 3762913 16539696 16748159 29523326 29539530 669897 706460 49755966 50757062 X 133213596 138959478 13337492 17124984 146551088 156084462 196307054 206841524 X 3745857 5719678 67839 X 0 1 X 1 0 X 4853430 5008980 7577678 6962625 8950919 33353632 4853430 5008980 7577678 6962625 8950919 33353632 2340366 31013266 1308228 895100 832826 2850199 3383373 9269726 277235 257919 173582 202584 911320 133414 125443 81113 86686 129511 556167 44090845 189516353 0.70340 0.68930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51277907 458238 6296058 225200 1146000 95278 56565725 46700371 722736 5241518 218000 1080900 87818 51277907 43742387 283396 3875263 203000 913201 84474 46700371 50116998 146360 -5161791 194200 1027297 137683 43742387 40093328 129518 11675514 189473 1591889 50116998 0.83000 0.07000 0.10000 0 0 5725539 5725539 101859003 40632047 61226956 5626312 4106999 1519313 19160286 4023787 15136499 83608307 BARON EMERGING MARKETS FUND 1455948 F HARBOURVEST 2019 2128237 F HARBOUR VEST 2020 2148521 F LBC CREDIT PARTNERS V FEEDER 429626 F IRONWOOD INTERNATIONAL LTD 6677117 F HARBOURVEST 2023 502160 F A/R INVESTMENT ACCOUNTS 332274 F LBC CREDIT PARTNERS VI FEEDER 469875 F 14143758 RIGHT OF USE LIABILITIES 706460 706460 52882795 5719678 286113 6005791 46877004 95278 6745401 6840679 53717683 43349421 218274 218274 43131147 95278 6745401 6840679 49971826 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. 1 1 0 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 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 14143756 0 0 0 0 0 0 14143756 0 14143756 1 0 1 1 0 0 HORIZONS FALL GALA 1229603 921453 308150 5000 40067 8500 70946 GOLF EVENT 302754 182344 120410 69006 1400 31057 1532357 1103797 428560 5000 109073 9900 102003 225976 202584 1 STUDENT FINANCIAL AID 170 6745401 N/A TUITION SUPPLEMENTAL STUDENT AID FOR ACADEMIC NEEDS 110 244886 N/A BOOKS, TRANSPORTATION, UNIFORMS, TRIPS, ATHLETICS SUMMER PROGRAM FINANCIAL AID 15 19165 N/A SUMMER PROGRAM TUITION PART I, LINE 2: 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. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 ROBERT WHELAN HEAD OF SCHOOL 699489 0 0 0 51068 0 89325 0 115624 0 955506 0 0 0 JENNIFER CAMPBELL CHIEF FINANCE & OPERATIONS 338502 0 0 0 15872 0 28991 0 62678 0 446043 0 0 0 JOSEPH FLYNN DIRECTOR OF INSTITUTIONAL ADVANCEMEN 271868 0 0 0 24711 0 24093 0 35957 0 356629 0 0 0 ERIC LEE ATHLETIC DIRECTOR 171685 0 0 0 45000 0 15369 0 41884 0 273938 0 0 0 ANDREW MEYER HEAD OF THE MIDDLE SCHOOL 188575 0 0 0 0 0 16728 0 40973 0 246276 0 0 0 SUZZANNA TEYAN ASSOCIATE HEAD OF SCHOOL 181284 0 0 0 0 0 15445 0 15057 0 211786 0 0 0 JOHN ABEL HEAD OF UPPER SCHOOL 162657 0 0 0 0 0 13861 0 14913 0 191431 0 0 0 RAYMOND WEAVER III DIR. OF CAMPUS PLANNING & ENGINEERIN 147280 0 0 0 20000 0 12627 0 2191 0 182098 0 0 0 VANESSA SYLVESTER DIR. OF ENROLLMENT & FINANCIAL AID 171862 0 0 0 0 0 8189 0 920 0 180971 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS PROVIDED WITH A RESIDENCE FOR PERSONAL AND BUSINESS USE. THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS, AND HOST EVENTS OPEN TO FACULTY, STUDENTS, AND CONSTITUENTS ON AVERAGE ONCE A WEEK. THE VALUE OF THE HOUSING IS REPORTED IN SCHEDULE J, PART II, COLUMN (D) AND IS TREATED AS NONTAXABLE. 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). A CHEFA 2023 SERIES A 060806186 2023-12-08 30000000 FINANCING LOWER SCHOOL DINING & ASSEMBLY AND ATHLETICS & WELLNESS CENTER PRO 0 0 0 A 30000000 442158 11950047 17607795 0 0 0 0 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 ROGER FERRIS PARTNERS LLC TRUSTEE ROGER FERRIS IS OWNER 376255 ARCHITECTURAL SERVICES 0 X 46 1990193 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF DONATIONS OF PUBLICLY TRADED STOCK REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 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.