2024-04-23T10:50:42-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 060655480 AVON OLD FARMS SCHOOL INC AVON 8604044100 500 OLD FARMS ROAD AVON CT 06001 ROBERT A ORENSTEIN CHIEF FINANCIAL OFFICER 8604044100 2024-04-22 1 ROBERT ORENSTEIN 999009999 0 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2024-04-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES DETORA 500 OLD FARMS ROAD AVON CT 06001 64132876 0 X WWW.AVONOLDFARMS.COM X 1927 CT AVON OLD FARMS DEVELOPS BOYS INTO MEN OF STRONG MORAL CHARACTER WITH CONVICTION WHO LEARN TOGETHER IN AN INCLUSIVE, TIME-HONORED COMMUNITY DEFINED BY ACADEMIC, ATHLETIC, AND CREATIVE EXCELLENCE. 22 22 233 22 97155 0 8238026 7121661 26787376 27770116 2802586 2291970 916816 922454 38744804 38106201 5253395 5824383 0 0 15129922 16437092 5500 89054 2197209 11194426 11706143 31583243 34056672 7161561 4049529 153675192 162688651 45760145 46053619 107915047 116635032 AVON OLD FARMS DEVELOPS BOYS INTO MEN OF STRONG MORAL CHARACTER WITH CONVICTION WHO LEARN TOGETHER IN AN INCLUSIVE, TIME-HONORED COMMUNITY DEFINED BY ACADEMIC, ATHLETIC, AND CREATIVE EXCELLENCE. 0 0 26721409 5824383 28008211 INDEPENDENT SECONDARY SCHOOL WITH 295 BOARDING STUDENTS AND 102 DAY STUDENTS. 26721409 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 1 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 132 0 1 233 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT A ORENSTEIN 8604044103 500 OLD FARMS ROAD AVON CT 06001 GLENN SIEBER CHAIRMAN 1.00 2.00 X X 0 0 0 DEAN C GRAHAM CO-VICE CHAIRMAN 1.00 2.00 X X 0 0 0 WILLIAM P AUSTIN VICE CHAIRMAN / TREASURER 1.00 X X 0 0 0 CHRISTOPHER S DREW SECRETARY 1.00 2.00 X X 0 0 0 ALEJANDRO LAPLANA DIRECTOR 0.50 X 0 0 0 BRIAN CONROY DIRECTOR 0.50 X 0 0 0 JAMES W CORRIGAN OUTGOING DIRECTOR 0.50 X 0 0 0 J STRATFORD R DENNIS DIRECTOR 1.00 X 0 0 0 JOHN EDWARDS OUTGOING DIRECTOR 0.50 X 0 0 0 DEE GORDON DIRECTOR 0.50 X 0 0 0 RICHARD H GORDON DIRECTOR 0.50 X 0 0 0 CLAYTON JOHNSON DIRECTOR 0.50 X 0 0 0 NEAL KEATING DIRECTOR 1.00 X 0 0 0 WADE KIRBY DIRECTOR 0.50 X 0 0 0 WADE L MCDEVITT DIRECTOR 0.50 X 0 0 0 BRADLEY MORRIS DIRECTOR 0.50 X 0 0 0 JOHN A NOLAN DIRECTOR 0.50 X 0 0 0 HENRY B SMITH DIRECTOR 0.50 X 0 0 0 FRAN THORNTON DIRECTOR 0.50 X 0 0 0 JOHN WENDLER DIRECTOR 0.50 X 0 0 0 MILTON WILLIAMS DIRECTOR 0.50 X 0 0 0 MARGOT MINEAU DIRECTOR 0.50 X 0 0 0 NORBERT WILLIAMSON DIRECTOR 0.50 X 0 0 0 KENNETH WINEMASTER DIRECTOR 0.50 X 0 0 0 JAMES DETORA HEAD OF SCHOOL 50.00 X 367649 0 111103 ROBERT A ORENSTEIN CFO 50.00 X 280507 0 79134 ROBERT DOWLING PROVOST 50.00 X 132126 0 68439 BRIAN DOYLE DEAN OF STUDENTS 50.00 X 137419 0 57868 ROBERT WHITTY ASSOCIATE HEAD OF SCHOOL 50.00 X 157169 0 62876 CHRIS WEBB DIRECTOR OF ADVANCEMENT 50.00 X 147388 0 62928 GLENN WILCOX DIRECTOR OF FACILITIES 50.00 X 139409 0 48019 1361667 0 490367 16 0 1 0 BARTLETT BRAINARD AND EACOTT 70 GRIFFIN RD S BLOOMFIELD CT 06002 CONSTRUCTION 1967519 ALDEN BAILEY 54 DANBURY RD 290 DANBURY CT 06877 CONSTRUCTION 1658161 CAPE ISLAND TENNIS AND TRACK PO BOX 1100 POCASSETT MA 02559 CONSTRUCTION 1078247 STANLEY WEISEN INC 290 PROSPECT ST HARTFORD CT 06106 CONSTRUCTION 434786 TALCOTT VIEW DEVELOPMENT 11 LORDSHIP RD EAST GRANBY CT 06026 CONSTRUCTION/SNOW REMOVAL 390168 10 9302 341751 6770608 499217 7121661 TUITION AND FEES 611110 27583946 27583946 SUMMER SCHOOL TUITION 611110 186170 186170 27770116 2197027 2197027 62772 0 62772 62772 62772 25730339 25635396 94943 94943 94943 74677 9302 33834 40843 40843 521693 357445 164248 164248 HOCKEY RINK AND SQUASH 713910 483589 483589 SUMMER CAMP INCOME 611620 171002 73847 97155 654591 38106201 28008211 97155 2879174 5824383 5824383 876408 596003 194907 85498 10999692 7480467 2514573 1004652 1268343 862473 240985 164885 2429953 1652369 461690 315894 862696 586633 163913 112150 12599 12599 43491 43491 89054 89054 174653 174653 611830 481869 84365 45596 54668 8728 45040 900 437314 212066 171602 53646 462358 300533 115589 46236 2382840 2025414 238284 119142 529991 390445 66527 73019 825536 742982 82554 2456580 2210922 245658 FOOD SERVICE 2044128 1931952 71767 40409 STUDENT SUPPLIES & EXP 612245 604359 7814 72 STUDENT ACTIVITIES 266070 266070 CAPITAL PROJECTS 233975 233975 557865 309766 202043 46056 34056672 26721409 5138054 2197209 910748 17713020 18656565 3499425 3492119 102686 13615 93856 78760 660331 895863 136556578 67965080 63552867 68591498 66536376 70370031 605883 590200 153675192 162688651 813783 1278787 10280441 11065871 34665921 33708961 45760145 46053619 X 84555321 90548045 23359726 26086987 107915047 116635032 153675192 162688651 X 4049529 4877705 -207249 X 0 1 X 1 0 X 7299032 5886196 7867923 8238026 7121661 36412838 7299032 5886196 7867923 8238026 7121661 36412838 5807323 30605515 1397329 1223278 1379644 1881589 2259799 8141639 27405 17063 10289 51406 106163 612636 485726 490087 571277 558364 2718090 47378730 131197637 0.64600 0.72680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: HOCKEY RINK AND SQUASH REVENUE - 2018 AMOUNT: $ 314,277. 2019 AMOUNT: $ 345,420. 2020 AMOUNT: $ 238,174. 2021 AMOUNT: $ 471,156. 2022 AMOUNT: $ 484,517. MISCELLANEOUS - 2018 AMOUNT: $ 87,319. 2019 AMOUNT: $ 140,306. 2020 AMOUNT: $ 164,247. 2021 AMOUNT: $ 7,553. SUMMER CAMP - 2018 AMOUNT: $ 168,388. 2020 AMOUNT: $ 59,400. 2021 AMOUNT: $ 92,568. 2022 AMOUNT: $ 73,847. FUNDRAISING - 2018 AMOUNT: $ 42,652. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. BAD DEBT RECOVERY - 2020 AMOUNT: $ 28,266. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143200 0 70862727 2358745 6942457 5049021 75114908 74178176 9919472 -11166059 801226 1267636 70862727 57072964 2504155 17390523 755644 2033822 74178176 56749719 1720261 2135543 3532559 57072964 57118513 2847460 2582938 692417 5106775 56749719 0.71200 0.21100 0.07700 0 1 1 5020662 5020662 117911086 59286341 58624745 10592085 8678739 1913346 3032745 3032745 68591498 X PART III, LINE 4: THE SCHOOL CAPITALIZES ITS COLLECTIONS AT THEIR COSTS AT THE DATE OF PURCHASE OR, IF THE ITEMS WERE CONTRIBUTED, AT THEIR FAIR OR APPRAISED VALUE AT THE ACCESSION DATE. THE COLLECTIONS AS OF JUNE 30, 2023 AND 2022 CONSIST OF VARIOUS ITEMS CONTRIBUTED TO THE SCHOOL BY DONORS OVER TIME. PART V, LINE 4: INCOME FROM THE SCHOOL'S ENDOWMENT FUND IS APPROPRIATED FOR STUDENT FINANCIAL AID, FACULTY SALARIES AND BENEFITS AS WELL AS OTHER OPERATING EXPENSES OF THE SCHOOL, IN ACCORDANCE WITH DONOR-IMPOSED RESTRICTIONS AND THE SCHOOL'S BOARD APPROVED SPENDING POLICY. PART X, LINE 2: THE SCHOOL HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2023 AND 2022. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. 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 NONDISCRIMINATORY POLICY IS PUBLISHED IN ALL SCHOOL CATALOGUES AND BROCHURES AS WELL AS ON THE SCHOOL WEBSITE. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SCHOOL FAIRS, STUDENT INTERVIEWS 8602 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SCHOOL FAIRS, STUDENT INTERVIEWS 6776 0 0 0 0 0 0 15378 0 15378 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X X 1 MARTS AND LUNDY INC 160 CHUBB AVE LYNDHUST NJ 07071 FUNDRAISING CONSULTING 0 0 89054 -89054 89054 -89054 CT PARENT'S DINNER 83979 9302 74677 19282 5250 9302 83979 9302 74677 19282 5250 9302 33834 40843 1 SCHOLARSHIPS/STUDENT AID 188 5824383 FMV SCHOLARSHIPS & GRANTS ARE PROVIDED TO STUDENTS VIA A WAIVER OF TUITION, FEES AND OTHER CHARGES. PART I, LINE 2: ALL FINANCIAL AID RECIPIENTS ARE REQUIRED TO COMPLETE A FINANCIAL AID STATEMENT AND PROVIDE THE NECESSARY SUPPORTING DOCUMENTATION. X X X 0 0 X X X 0 0 0 0 0 0 0 1 0 JAMES DETORA HEAD OF SCHOOL 356969 0 6480 0 4200 0 58410 0 52693 0 478752 0 0 0 ROBERT A ORENSTEIN CFO 279507 0 1000 0 0 0 49323 0 29811 0 359641 0 0 0 ROBERT WHITTY ASSOCIATE HEAD OF SCHOOL 157169 0 0 0 0 0 23985 0 38891 0 220045 0 0 0 CHRIS WEBB DIRECTOR OF ADVANCEMENT 146846 0 0 0 542 0 22511 0 40417 0 210316 0 0 0 ROBERT DOWLING PROVOST 124300 0 0 0 7826 0 19095 0 49344 0 200565 0 0 0 BRIAN DOYLE DEAN OF STUDENTS 118556 0 0 0 18863 0 18313 0 39555 0 195287 0 0 0 GLENN WILCOX DIRECTOR OF FACILITIES 136907 0 0 0 2502 0 21129 0 26890 0 187428 0 0 0 PART I, LINE 1A THE SCHOOL REQUIRES THAT CERTAIN SENIOR LEADERSHIP RESIDE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE SAFETY AND SUPERVISION OF ITS STUDENTS, FACULTY AND OTHER CONSTITUENCIES WITHIN THE SCHOOL COMMUNITY OUTSIDE OF NORMAL BUSINESS HOURS. THESE RESIDENCES ALSO SERVE AS LOCATIONS FOR VARIOUS SCHOOL-RELATED EVENTS. THE SCHOOL HAS A MEMBERSHIP WITH FARMINGTON COUNTRY CLUB. HEAD OF SCHOOL SPOUSE OCCASIONALLY TRAVELS WITH HOS. PART I, LINE 7 AT THE DISCRETION OF THE BOARD OF DIRECTORS AND BASED UPON THE INDIVIDUAL'S PERFORMANCE AS COMPARED TO EXPECTATIONS SET BY THE BOARD OF DIRECTORS, THE HEAD OF SCHOOL AND MEMBERS OF THE EXECUTIVE TEAM WERE AWARDED A BONUS DURING CALENDAR YEAR 2022. A CONNECTICUT HEALTH AND EDUCATION FACILITIES AUTHORITY 060806186 20775DRL8 2021-12-15 33263609 REFUNDING OF SERIES C TAX EXEMPT BOND ISSUES AND RELATED COSTS 0 0 0 A 981648 33263609 18808275 455334 73460 14000000 1 0 0 1 A 0 0 0 0 0 0 1 A 1 1 0 0 0 1 A 1 X 1 294600 FMV X 14 190976 FMV X OTHER 5 13641 1 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 DEE AND RICHARD H. GORDON, DIRECTORS, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL'S 990 IS FIRST REVIEWED BY THE CFO AND CONTROLLER. ONCE ANY NECESSARY EDITS HAVE BEEN MADE, THE RETURN IS THEN PROVIDED TO THE TREASURER AND THE FINANCE COMMITTEE FOR FURTHER REVIEW AND APPROVAL. IT IS MADE AVAILABLE TO THE FULL BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE SECRETARY SHALL SEND TO EACH PERSON WHO IS A DIRECTOR OR OFFICER OF THE SCHOOL, AND TO THOSE KEY EMPLOYEES OF THE SCHOOL AS THE BOARD MAY DETERMINE, A COPY OF THIS POLICY REGARDING CONFLICT OF INTEREST, TOGETHER WITH A QUESTIONNAIRE INQUIRING AS TO CONFLICTS. ALL OTHER EMPLOYEES WILL BE MADE AWARE OF THE POLICY FROM THE DIRECTOR OF HUMAN RESOURCES, AND THEY SHOULD DISCLOSE ANY CONFLICTS OF INTEREST. IT SHALL BE THE DUTY OF EACH DIRECTOR, OFFICER AND KEY EMPLOYEE, AS THE CASE MAY BE, TO INFORM THE SECRETARY AND THE HEAD OF SCHOOL OF ANY AND ALL CHANGES IN THE INFORMATION SET FORTH IN THE QUESTIONNAIRE OR OTHERWISE UPDATE THE SECRETARY IN A TIMELY FASHION. WHEN IN DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, OR MAY EXIST, IT SHALL BE THE DUTY OF EACH PERSON TO INFORM THE SECRETARY OR HEAD OF SCHOOL FOR CLARIFICATION. FORM 990, PART VI, SECTION B, LINE 15 AVON OLD FARMS COMPENSATION GOAL PROVIDES A TOTAL COMPENSATION PROGRAM WHICH RECOGNIZES INDIVIDUAL PERFORMANCE AND MAINTAINS A COMPETITIVE MARKET POSITION. THE SCHOOL'S HUMAN RESOURCES DEPARTMENT UTILIZES THE FOLLOWING FACTORS TO ESTABLISH EMPLOYEE PAY LEVELS AND BENEFITS INCLUDING: MARKET SURVEY OF COMPARABLE POSITIONS AT COMPARABLE PRIVATE SCHOOLS, PERFORMANCE EVALUATIONS, REGIONAL COST OF LIVING DIFFERENTIALS, AS WELL AS RECRUITMENT AND RETENTION EXPERIENCE. THE BOARD'S EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE EXECUTIVE AND KEY EMPLOYEES' COMPENSATION PACKAGES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL PROVIDES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PLEDGES -207,249. AVON OLD FARMS SCHOOL FOUNDATION 500 OLD FARMS ROAD AVON CT 06001 066386828 FORMED FOR THE PURPOSE OF OPERATING AS A SUPPORTING ORG. FOR THE SCHOOL. CT 501(C)(3) LINE 12A, I AVON OLD FARMS SCHOOL INC 1 THE RIDDLE TRUST 500 OLD FARMS ROAD AVON CT 06001 066074707 PROVIDE FINANCIAL SUPPORT TO AVON OLD FARMS SCHOOL. CT 4947 (A)(1) CHARITABLE TRUST AVON OLD FARMS SCHOOL INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0