2025-02-06T04:09:16-06:00 2024-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-07-01 060655480 AVON OLD FARMS SCHOOL INC AVON 8604044100 500 OLD FARMS ROAD AVON CT 06001 JACKIE MORR CHIEF FINANCIAL OFFICER 8604044100 2025-02-04 1 1 LAURA KIELCZEWSKI P00740769 9592007000 2025-02-03 2023 2025-03-06 01:10:19Z JAMES DETORA 500 OLD FARMS ROAD AVON CT 06001 70013512 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. 21 21 252 21 103358 0 7121661 10522706 27770116 28668588 2291970 2228284 922454 1013167 38106201 42432745 5824383 6121370 0 0 16437092 17496409 89054 48000 2458881 11706143 12366883 34056672 36032662 4049529 6400083 162688651 174615141 46053619 43621459 116635032 130993682 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 27981965 6121370 28915937 INDEPENDENT SECONDARY SCHOOL WITH 285 BOARDING STUDENTS AND 118 DAY STUDENTS. 27981965 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 0 0 0 0 1 1 0 0 0 1 161 0 1 252 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JACKIE MORR 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 CO-VICE CHAIRMAN / TREASURER 1.00 2.00 X X 0 0 0 CHRISTOPHER S DREW SECRETARY 1.00 2.00 X X 0 0 0 BRIAN CONROY DIRECTOR 0.50 X 0 0 0 J STRATFORD R DENNIS DIRECTOR 0.50 X 0 0 0 DEE GORDON DIRECTOR(OUTGOING) 0.50 X 0 0 0 RICHARD H GORDON DIRECTOR(OUTGOING) 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(OUTGOING) 0.50 X 0 0 0 HENRY B SMITH 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 NORBERT WILLIAMSON DIRECTOR 0.50 X 0 0 0 KENNETH WINEMASTER DIRECTOR 0.50 X 0 0 0 FRAN THORNTON DIRECTOR 0.50 X 0 0 0 CAROLINA SUAREZ DIRECTOR 0.50 X 0 0 0 JOHN GORDON DIRECTOR 0.50 X 0 0 0 MARGOT MINEAU DIRECTOR 0.50 X 0 0 0 AUSTIN SPERRY DIRECTOR 0.50 X 0 0 0 JAMES DETORA HEAD OF SCHOOL 50.00 X 446169 0 111966 ROBERT ORENSTEIN CFO 50.00 X 294266 0 80964 ROBERT WHITTY ASSOCIATE HEAD OF SCHOOL 50.00 X 174356 0 68241 CHRIS WEBB CHIEF ADVANCEMENT OFFICER 50.00 X 151309 0 88625 BRIAN DOYLE DEAN OF STUDENTS 50.00 X 142232 0 65572 GLENN WILCOX DIRECTOR OF FACILITIES 50.00 X 148529 0 51272 JACKIE MORR CONTROLLER 50.00 X 140214 0 56851 1497075 0 523491 16 0 1 0 ALDEN BAILEY 54 DANBURY RD 290 DANBURY CT 06877 CONSTRUCTION 2809848 BARTLETT BRAINARD AND EACOTT 70 GRIFFIN RD S BLOOMFIELD CT 06002 CONSTRUCTION 2452913 TALCOTT VIEW DEVELOPMENT 11 LORDSHIP RD EAST GRANBY CT 06026 CONSTRUCTION/SNOW REMOVAL 475188 STONE MAN MASONRY CO 103 DOWD AVENUE CANTON CT 06019 STONE WORK 277193 SLAM COLLABORATIVE INC PO BOX 12 BRATTLEBORO VT 053020012 ARCHITECT/PROJECT MANAGER 251555 13 19593 550214 9952899 427742 10522706 TUITION AND FEES 611110 28465618 28465618 SUMMER SCHOOL TUITION 611110 202970 202970 28668588 2438945 2438945 47050 0 47050 47050 47050 26949977 27160638 -210661 -210661 -210661 36817 19593 44621 -7804 -7804 519222 375508 143714 143714 HOCKEY RINK AND SQUASH 713910 479500 479500 SUMMER CAMP INCOME 611620 318806 215448 103358 31901 31901 830207 42432745 28915937 103358 2890744 6121370 6121370 920070 614774 206703 98593 11594682 7720174 2684594 1189914 1323826 900202 251527 172097 2745514 1866949 521648 356917 912317 620376 173340 118601 27388 27388 44192 44192 48000 48000 197952 197952 692065 479557 167481 45027 49930 8834 41096 378460 165244 152529 60687 173396 123854 49542 2208348 1915449 224847 68052 586846 332888 102666 151292 833491 750142 83349 2762531 2486278 276253 FOOD SERVICE 2163928 2052818 79578 31532 STUDENT SUPPLIES & EXP 690073 682339 6562 1172 OTHER EXPENSE 380791 368456 8811 3524 STUDENT ACTIVITIES 304557 304557 872935 591558 217446 63931 36032662 27981965 5591816 2458881 0 2416 18656565 12278302 3492119 5940274 13615 5548 78760 88895 895863 830054 143103617 70727611 68591498 72376006 70370031 82523904 590200 569742 162688651 174615141 1278787 997027 11065871 9862269 32728961 32382163 980000 380000 46053619 43621459 X 90548045 98352638 26086987 32641044 116635032 130993682 162688651 174615141 X 6400083 9350168 -1391602 X 0 1 X 1 0 X 5886196 7867923 8238026 7121661 10522706 39636512 5886196 7867923 8238026 7121661 10522706 39636512 6916924 32719588 1223278 1379644 1881589 2259799 2485995 9230305 17063 10289 51406 0 78758 485726 490087 571277 558364 614771 2720225 51665800 135843219 0.63330 0.64600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SUMMER CAMP - 2020 AMOUNT: $ 59,400. 2021 AMOUNT: $ 92,568. 2022 AMOUNT: $ 73,847. 2023 AMOUNT: $ 136,016. BAD DEBT RECOVERY - 2020 AMOUNT: $ 28,266. MISCELLANEOUS - 2019 AMOUNT: $ 140,306. 2020 AMOUNT: $ 164,247. 2021 AMOUNT: $ 7,553. HOCKEY RINK AND SQUASH REVENUE - 2019 AMOUNT: $ 345,420. 2020 AMOUNT: $ 238,174. 2021 AMOUNT: $ 471,156. 2022 AMOUNT: $ 484,517. 2023 AMOUNT: $ 478,755. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143200 0 75114908 2333705 11328389 856992 582478 87337532 70862727 2358745 6942457 5049021 75114908 74178176 9919472 -11166059 801226 1267636 70862727 57072964 2504155 17390523 755644 2033822 74178176 56749719 1720261 2135543 3532559 57072964 0.70559 0.20281 0.09160 0 1 1 5020662 5020662 121062496 61533022 59529474 10897032 9194589 1702443 6123427 6123427 72376006 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, 2024 AND 2023 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, 2024 AND 2023. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 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 CONSOLIDATED STATEMENTS 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. 1 EAST ASIA AND THE PACIFIC 0 0 ADMISSIONS/ADVANCEMENT SCHOOL FAIRS, STUDENT INTERVIEWS 40388 EAST ASIA AND THE PACIFIC 0 0 CAMPAIGN SCHOOL FAIRS, STUDENT INTERVIEWS 64039 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 ADMISSIONS SCHOOL FAIRS, STUDENT INTERVIEWS 6940 CENTRAL AMERICA AND THE CARIBBEAN 0 0 ADMISSIONS SCHOOL FAIRS, STUDENT INTERVIEWS 8325 0 0 0 0 0 0 119692 0 119692 0 0 0 0 0 0 X X X X X X 1 MARTS AND LUNDY INC 160 CHUBB AVE LYNDHUSRT NJ 07071 FUNDRAISING CONSULTING 0 0 48000 -48000 48000 -48000 CT PARENT'S DINNER 56410 19593 36817 29191 4091 11339 56410 19593 36817 29191 4091 11339 44621 -7804 1 SCHOLARSHIPS/STUDENT AID 178 6121370 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 405769 0 32000 0 8400 0 57480 0 54486 0 558135 0 0 0 ROBERT ORENSTEIN CFO 294266 0 0 0 0 0 52510 0 28454 0 375230 0 0 0 ROBERT WHITTY ASSOCIATE HEAD OF SCHOOL 174356 0 0 0 0 0 27150 0 41091 0 242597 0 0 0 CHRIS WEBB CHIEF ADVANCEMENT OFFICER 150794 0 0 0 515 0 23350 0 65275 0 239934 0 0 0 BRIAN DOYLE DEAN OF STUDENTS 123857 0 0 0 18375 0 19108 0 46464 0 207804 0 0 0 GLENN WILCOX DIRECTOR OF FACILITIES 146027 0 0 0 2502 0 22497 0 28775 0 199801 0 0 0 JACKIE MORR CONTROLLER 140214 0 0 0 0 0 22076 0 34775 0 197065 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 WAS AWARDED A BONUS DURING CALENDAR YEAR 2023 WHICH WAS REPORTED IN HIS W2. 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 1307988 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 13 425966 FMV X MISCELLANEOUS 2 1776 COST 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. 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 -1,391,602. 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