2016-11-10T06:40:14-06:00 2016-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2015-07-01 060762783 THE NORWICH FREE ACADEMY NORW 8608872505 305 BROADWAY NORWICH CT 063603547 LUCINDA FINGER DIRECTOR OF FINANCE 8604255522 2016-11-07 1 ELIZABETH SOLECKI P00235171 8605614000 2016-10-27 2015 2017-02-10 21:41:12Z LUCINDA FINGER 305 BROADWAY NORWICH CT 06360 37234026 0 X WWW.NFASCHOOL.ORG X 1854 CT PROVIDE SECONDARY EDUCATION FOR HIGH SCHOOL STUDENTS IN THE CITY OF NORWICH AND THE SEVEN SURROUNDING TOWNS. 12 12 441 0 0 0 3075502 2880388 31809687 31892448 405967 531588 853595 183465 36144751 35487889 391890 329113 0 0 25551507 27268876 0 0 0 10393455 10383618 36336852 37981607 -192101 -2493718 49198460 46544203 20185407 21896312 29013053 24647891 TO PROVIDE SECONDARY EDUCATION (GRADES 9-12) FOR THE CITY OF NORWICH AND THE SEVEN SURROUNDING TOWNS. 0 0 26685858 329113 32002713 PROVIDED SECONDARY EDUCATION (GRADE 9-12) FOR THE CITY OF NORWICH AND SEVEN SURRONDING TOWNS. 26685858 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 120 0 1 441 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X LUCINDA FINGER DIRECTOR OF FINANCE 8604255522 305 BROADWAY NORWICH CT 06360 DIANE L BOISCLAIR TRUSTEE 2.00 1.00 X 0 0 0 DENISE LINDELL TRUSTEE 2.00 X 0 0 0 ALLYN L BROWN III TRUSTEE 2.00 1.00 X 0 0 0 WILLIAM WARZECHA TRUSTEE 2.00 X 0 0 0 KEITH G FONTAINE TRUSTEE 2.00 1.00 X 0 0 0 LEE-ANN GOMES TREASURER 3.00 X X 0 0 0 THOMAS M GRIFFIN SECRETARY 2.00 X X 0 0 0 THOMAS HAMMOND TRUSTEE 2.00 1.00 X 0 0 0 THEODORE N PHILLIPS CHAIRPERSON 4.00 X X 0 0 0 DEVOL S JOYNER TRUSTEE 2.00 1.00 X 0 0 0 SARETTE WILLIAMS VICE CHAIRPERSON 2.00 1.00 X X 0 0 0 TODD C POSTLER TRUSTEE 2.00 1.00 X 0 0 0 LUCINDA FINGER DIRECTOR OF FINANCE 35.00 10.00 X 130255 0 23725 DAVID KLEIN HEAD OF SCHOOL 40.00 X 293978 0 39379 DENISE GRANT DIRECTOR OF CURRICULUM 40.00 X 149921 0 30890 KATHLEEN COTE BUILDING PRINCIPAL 40.00 X 129206 0 32786 KRISTEN PECKRUL BUILDING PRINCIPAL 40.00 X 141512 0 30935 LISA WHEELER DIRECTOR OF STUDENT SERVICES 40.00 X 137339 0 21920 ROSS SWARD BUILDING PRINCIPAL 40.00 X 144029 0 27365 1126240 0 207000 14 0 1 0 CHARTWELLS 305 BROADWAY NORWICH CT 06360 CAFETERIA SERVICES 1151325 SUN SERVICES 25 CONTROLS DRIVE SHELTON CT 06484 JANITORIAL/MAINTENANCE 541276 PRIME ELECTRIC 33 WISCONSIN AVE NORWICH CT 06360 ELECTRICIANS 360640 FIRST STUDENT 83 JEWETT CITY RD TAFTVILLE CT 06380 TRANSPORTATION 320851 EAGLE RIVET ROOF SERVICE 15 BRITTON DRIVE BLOOMFIELD CT 06002 ROOFING CONTRACTOR 310923 11 1903541 903140 73707 2880388 TUITION 611710 31129856 31129856 CAFETERIA 900099 519702 519702 STUDENT ORGANIZATIONS 611710 242890 242890 31892448 432891 432891 73200 0 73200 73200 73200 1844834 1746137 98697 98697 98697 MISC. REVENUE 900099 110265 110265 110265 35487889 32002713 0 604788 329113 329113 468588 328012 140576 20702466 14491726 6210740 942146 659502 282644 3637334 2546134 1091200 1518342 1062839 455503 65793 46055 19738 66187 46331 19856 1627627 1139338 488289 78989 55292 23697 59332 41532 17800 130222 91155 39067 96488 67542 28946 529103 370372 158731 2417307 1692115 725192 253290 177303 75987 CAFETERIA OPERATIONS 1073958 751771 322187 REPAIR AND MAINTENANCE 937943 656560 281383 UTILITIES 857136 599995 257141 EQUIPMENT 727597 509318 218279 1462646 1023853 438793 37981607 26685858 11295749 0 2247668 1937828 8150 24131 74371768 36356624 39042114 38015144 3943875 2602996 3956653 3964104 49198460 46544203 1937809 2068120 141053 212000 13789088 13317901 4317457 6298291 20185407 21896312 X 28217827 23528547 795226 1119344 29013053 24647891 49198460 46544203 X -2493718 -264374 -1607070 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63423804 814060 -1772409 32450 2692249 59740756 63624688 784071 877738 1862693 63423804 53739191 1192826 9551120 858449 63624688 45702095 1722783 8006134 1691821 53739191 48802424 580023 -1474308 2206044 45702095 0.43610 0.26060 0.30330 0 1 1 2790267 2790267 55728289 24518907 31209382 8931854 8445055 486799 6921358 3392662 3528696 38015144 AMOUNT DUE FROM AFFILIATE 3099629 OTHER ASSETS 104317 ASSETS HELD BY BOND TRUSTEE 760158 3964104 ACCRUED PENSION COSTS 5292904 OTHER LIABILITIES AND DEPOSITS 887906 CAPITAL LEASE OBLIGATION 117481 6298291 PART V, LINE 4: INCOME FROM ENDOWMENT ASSETS IS USED FOR OPERATIONS OF THE SCHOOL. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE PROGRAM OF STUDY BOOKLET STATES: "THE NORWICH FREE ACADEMY DOES NOT DISCRIMINATE ON THE BASIS ON RACE, COLOR, NATIONAL ORIGIN, SEX OR HANDICAPPED IN ITS EDUCATIONAL PROGRAMS, ACTIVITIES, ENROLLMENT OR EMPLOYMENT POLICIES." SCHEDULE E, PART I, LINE 6 NORWICH FREE ACADEMY RECEIVES AN EDUCATIONAL GRANT FROM NORWICH PUBLIC SCHOOLS THAT ORIGINATES FROM A FEDERAL SOURCE. NORWICH FREE ACADEMY RECEIVED NSLP GRANT THAT ORIGINATES FROM FEDERAL SOURCE. 1 SCHOLARSHIP AWARDS FOR COLLEGE 341 329113 FMV PART I, LINE 2: CHECKS ARE EITHER MADE DIRECTLY TO THE STUDENT OR THE COLLEGE, DEPENDING UPON THE SPECIFICS OF DONOR INTENT. ALL SCHOLARSHIPS ARE AWARDED BY FOLLOWING THE GUIDELINES ESTABLISHED BY THE DONORS. X 0 0 X X 0 1 0 0 0 0 0 0 0 LUCINDA FINGER DIRECTOR OF FINANCE 130255 0 0 0 0 0 0 0 23725 0 153980 0 0 0 DAVID KLEIN HEAD OF SCHOOL 284228 0 0 0 9750 0 0 0 39379 0 333357 0 0 0 DENISE GRANT DIRECTOR OF CURRICULUM 149921 0 0 0 0 0 0 0 30890 0 180811 0 0 0 KATHLEEN COTE BUILDING PRINCIPAL 129206 0 0 0 0 0 0 0 32786 0 161992 0 0 0 KRISTEN PECKRUL BUILDING PRINCIPAL 141512 0 0 0 0 0 0 0 30935 0 172447 0 0 0 LISA WHEELER DIRECTOR OF STUDENT SERVICES 137339 0 0 0 0 0 0 0 21920 0 159259 0 0 0 ROSS SWARD BUILDING PRINCIPAL 144029 0 0 0 0 0 0 0 27365 0 171394 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS PROVIDED A DISCRETIONARY SPENDING ACCOUNT WHICH IS INCLUDED IN HIS INCOME. PART I, LINE 4B THE HEAD OF SCHOOL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. A CHEFA 060806186 20774YNV5 2013-03-01 15770007 REFINANCE FOR ORIGINAL ISSUE TO CONSTRUCT PERFORMING AND ARTS CENTER 0 0 0 A 15770007 15472542 297465 2013 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2013 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY MANAGEMENT AND DISCUSSED AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND KEY EMPLOYEE RECEIVES THE POLICY ON AN ANNUAL BASIS. THEY ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT THAT THEY UNDERSTAND AND HAVE COMPLIED. ANY RELATIONSHIPS MUST BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S SALARY IS NEGOTIATED BY THE BOARD. THE SALARIES FOR OTHER KEY EMPLOYEES ARE DESIGNATED BY THE HEAD OF SCHOOL WITH BOARD DIRECTION FOR INCREASES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE SECRETARY OF THE STATE OFFICE. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT -1,607,070. FORM 990, PART XII, LINE 2C THE COMMITTEE HAS MADE NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. NORWICH FREE ACADEMY FOUNDATION INC 305 BROADWAY NORWICH CT 06360 222678033 TO SOLICIT AND RECEIVE CONTRIBUTIONS FOR NORWICH FREE ACADEMY CT 501(C)(3) 7 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 NFA FOUNDATION INC D 3099629 AMOUNT LOANED NFA FOUNDATION INC C 1903541 AMOUNT RECEIVED NFA FOUNDATION INC J 60000 RENT RECEIVED NFA FOUNDATION INC S 80000 TUITION RECEIVED