2026-01-28T14:31:32-06:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2024-07-01 060655480 AVON OLD FARMS SCHOOL INC AVON 8604044100 500 OLD FARMS ROAD AVON CT 06001 JACKIE MORR CHIEF FINANCIAL OFFICER 8604044100 2026-01-26 1 1 LAURA KIELCZEWSKI P00740769 9592007000 2026-01-23 2024 2025-03-06 01:10:19Z JAMES DETORA 500 OLD FARMS ROAD AVON CT 06001 81578050 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. 24 24 253 24 121441 0 10522706 16558514 28668588 29916147 2228284 5604130 1013167 1144374 42432745 53223165 6121370 6579242 0 0 17496409 18498066 48000 41474 2569496 12366883 12945962 36032662 38064744 6400083 15158421 174615141 196309675 43621459 44256054 130993682 152053621 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 29688467 6579242 30143737 INDEPENDENT SECONDARY SCHOOL WITH 292 BOARDING STUDENTS AND 103 DAY STUDENTS. 29688467 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 1 0 1 0 0 1 0 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 1 140 0 1 253 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 24 24 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 AUSTIN SPERRY DIRECTOR 0.50 X 0 0 0 BRADLEY MORRIS DIRECTOR 0.50 X 0 0 0 BRETT JEFFERSON DIRECTOR 0.50 X 0 0 0 BRIAN CONROY DIRECTOR 0.50 X 0 0 0 CAROLINA SUAREZ DIRECTOR 0.50 X 0 0 0 CHRIS DREW OUTGOING TRUSTEE 1.00 2.00 X 0 0 0 CLAYTON JOHNSON DIRECTOR 0.50 X 0 0 0 DEAN C GRAHAM CO-VICE CHAIRMAN 1.00 2.00 X X 0 0 0 FRAN THORNTON OUTGOING TRUSTEE 0.50 X 0 0 0 GLENN SIEBER CHAIRMAN 1.00 2.00 X X 0 0 0 HENRY B SMITH DIRECTOR 0.50 X 0 0 0 J STRATFORD R DENNIS DIRECTOR 0.50 X 0 0 0 JOHN COSTELLO DIRECTOR 0.50 X 0 0 0 JOHN GORDON DIRECTOR 0.50 X 0 0 0 JOHN WENDLER DIRECTOR 0.50 X 0 0 0 KENNETH WINEMASTER DIRECTOR 0.50 X 0 0 0 MARGOT MINEAU DIRECTOR 0.50 X 0 0 0 MIKE LECH DIRECTOR 0.50 X 0 0 0 MILTON WILLIAMS DIRECTOR 0.50 X 0 0 0 MONTEZ CARTER DIRECTOR 0.50 X 0 0 0 NEAL KEATING DIRECTOR 0.50 X 0 0 0 NORBERT WILLIAMSON DIRECTOR 0.50 X 0 0 0 RUSS LALLIER DIRECTOR 0.50 X 0 0 0 WADE KIRBY DIRECTOR 0.50 X 0 0 0 WADE L MCDEVITT DIRECTOR 0.50 X 0 0 0 WILLIAM P AUSTIN CO-VICE CHAIRMAN / TREASURER 1.00 2.00 X X 0 0 0 JACQUELINE MORR CHIEF FINANCIAL OFFICER 50.00 X 214044 0 70195 JAMES DETORA HEAD OF SCHOOL 50.00 X 482169 0 121701 BRIAN DOYLE DEAN OF COMMUNITY LIFE 50.00 X 145507 0 62011 CHRIS WEBB CHIEF ADVANCEMENT OFFICER 50.00 X 155845 0 82323 GLENN WILCOX DIRECTOR OF FACILITIES 50.00 X 159221 0 54686 ROBERT WHITTY ASSOCIATE HEAD OF SCHOOL 50.00 X 188544 0 72745 SARAH WHITNEY BLANCHARD DIRECTOR OF ALUMNI/DEVELOPMENT 50.00 X 151349 0 49807 ROBERT ORENSTEIN FORMER CFO 50.00 X 172316 0 40049 1668995 0 553517 24 1 1 0 BARTLETT BRAINARD AND EACOTT 70 GRIFFIN RD S BLOOMFIELD CT 06002 CONSTRUCTION 2721819 ALDEN BAILEY 54 DANBURY RD 290 DANBURY CT 06877 CONSTRUCTION 1589072 TALCOTT VIEW DEVELOPMENT 11 LORDSHIP RD EAST GRANBY CT 06026 CONSTRUCTION/SNOW REMOVAL 506975 E&R LAUNDRY 80 ROSS AVENUE MANCHESTER NH 03103 LAUNDRY SERVICES 310621 DATTCO SALES AND SERVICE INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 157840 9 237783 16320731 131468 16558514 TUITION AND FEES 611110 29730096 29730096 SUMMER SCHOOL TUITION 611110 186051 186051 29916147 2224218 2224218 127075 0 127075 127075 127075 31322298 27942386 3379912 3379912 3379912 594311 412499 181812 181812 HOCKEY RINK AND SQUASH 713910 486456 486456 SUMMER CAMP INCOME 611620 323577 202136 121441 25454 25454 835487 53223165 30143737 121441 6399473 6579242 6579242 1006376 675533 222784 108059 12166927 8146679 2766632 1253616 1368155 930346 259949 177860 3004271 2042905 570811 390555 952337 647589 180944 123804 29267 29267 52900 52900 41474 41474 230558 230558 811163 584256 162080 64827 27994 5810 22184 426104 225825 150507 49772 430102 279567 107525 43010 2524330 2204219 259320 60791 447608 292091 71197 84320 829070 746163 82907 3077165 2769448 307717 FOOD SERVICE 2269792 2128464 101975 39353 STUDENT SUPPLIES & EXP 739874 724655 14303 916 STUDENT ACTIVITIES 306240 306240 ATHLETICS 138880 138880 604915 260555 213221 131139 38064744 29688467 5806781 2569496 2416 0 12278302 9563789 5940274 14653224 5548 34043 88895 63557 830054 496447 152431004 73804775 72376006 78626229 82523904 92323101 569742 549285 174615141 196309675 997027 2155292 9862269 10294738 32382163 31806024 380000 0 43621459 44256054 X 98352638 104413017 32641044 47640604 130993682 152053621 174615141 196309675 X 15158421 6377610 -476092 X 0 1 X 1 0 X 7867923 8238026 7121661 10522706 16558514 50308830 7867923 8238026 7121661 10522706 16558514 50308830 11188312 39120518 1379644 1881589 2259799 2485995 2351293 10358320 10289 51406 61695 490087 571277 558364 614771 713596 2948095 63676940 140526826 0.61440 0.63330 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. 2024 AMOUNT: $ 202,136. BAD DEBT RECOVERY - 2020 AMOUNT: $ 28,266. MISCELLANEOUS - 2020 AMOUNT: $ 164,247. 2021 AMOUNT: $ 7,553. 2024 AMOUNT: $ 25,454. HOCKEY RINK AND SQUASH REVENUE - 2020 AMOUNT: $ 238,174. 2021 AMOUNT: $ 471,156. 2022 AMOUNT: $ 484,517. 2023 AMOUNT: $ 478,755. 2024 AMOUNT: $ 486,006. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143200 0 87337532 2575905 12099776 4610274 97402939 75114908 2333705 11328389 856992 582478 87337532 70862727 2358745 6942457 5049021 75114908 74178176 9919472 -11166059 801226 1267636 70862727 57072964 2504155 17390523 755644 2033822 74178176 0.68566 0.20467 0.10967 0 1 1 5020662 5020662 132757285 64315627 68441658 11005219 9489148 1516071 3647838 3647838 78626229 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, 2025 AND 2024. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2022 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 DEVELOPMENT AND ADMISSIONS SCHOOL FAIRS, STUDENT INTERVIEWS 21455 CENTRAL AMERICA AND THE CARIBBEAN 0 0 DEVELOPMENT AND ADMISSIONS SCHOOL FAIRS, STUDENT INTERVIEWS 5920 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROFESSIONAL DEVELOPMENT SCHOOL FAIRS, STUDENT INTERVIEWS 19365 0 0 0 0 0 0 46740 0 46740 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 41474 -41474 41474 -41474 CT 1 SCHOLARSHIPS/STUDENT AID 177 6579242 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 455769 0 18000 0 8400 0 65570 0 56131 0 603870 0 0 0 JACQUELINE MORR CHIEF FINANCIAL OFFICER 213044 0 1000 0 0 0 33000 0 37195 0 284239 0 0 0 ROBERT WHITTY ASSOCIATE HEAD OF SCHOOL 188544 0 0 0 0 0 29665 0 43080 0 261289 0 0 0 CHRIS WEBB CHIEF ADVANCEMENT OFFICER 155164 0 500 0 181 0 23868 0 58455 0 238168 0 0 0 GLENN WILCOX DIRECTOR OF FACILITIES 154719 0 2000 0 2502 0 23831 0 30855 0 213907 0 0 0 ROBERT ORENSTEIN FORMER CFO 157766 0 13300 0 1250 0 31015 0 9034 0 212365 0 0 0 BRIAN DOYLE DEAN OF COMMUNITY LIFE 129722 0 0 0 15785 0 19988 0 42023 0 207518 0 0 0 SARAH WHITNEY BLANCHARD DIRECTOR OF ALUMNI/DEVELOPMENT 151349 0 0 0 0 0 15675 0 34132 0 201156 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 2024 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 1863670 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 125355 FMV X MISCELLANEOUS 4 6113 FMV 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 -476,092. 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