NORWICH FREE ACADEMY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NORWICH FREE ACADEMY (EIN 06-0762783)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-11
- IRS object ID
- 201231029349300728
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-11T12:48:58-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060762783 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORWICH FREE ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORW | NameControl |
| Phone | 8608872505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 BROADWAY | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 063603547 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD RAND | Name |
| Title | CFO | Title |
| Phone | 8604255520 | Phone |
| Date Signed | 2012-04-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605614000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD RAND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 BROADWAY | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 06360 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37473353 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NORWICHFREEACADEMY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1854 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE SECONDARY EDUCATION FOR HIGH SCHOOL STUDENTS IN THE CITY OF NORWICH AND THE SEVEN SURROUNDING TOWNS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 398 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 315147 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5360006 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30359285 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30101447 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1483379 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1915935 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 265229 | OtherRevenuePriorYear |
| Other Revenue Current Year | 95965 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 32423040 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37473353 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 336095 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 309095 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22540374 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22316514 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8601287 | OtherExpensePriorYear |
| Other Expenses Current Year | 8544148 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31477756 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31169757 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 945284 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6303596 | RevenuesLessExpensesCY |
| Total Assets BOY | 47951463 | TotalAssetsBOY |
| Total Assets EOY | 53465941 | TotalAssetsEOY |
| Total Liabilities BOY | 21007766 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20485066 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 26943697 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32980875 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SECONDARY EDUCATION (GRADES 9-12) FOR THE CITY OF NORWICH AND THE SEVEN SURROUNDING TOWNS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21911558 | Expense |
| Grants | 309095 | Grants |
| Revenue | 30101447 | Revenue |
| Description | PROVIDED SECONDARY EDUCATION (GRADE 9-12) FOR THE CITY OF NORWICH AND SEVEN SURRONDING TOWNS. | Description |
| Total Program Service Expense | 21911558 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 398 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD RAND CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8604255522 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 BROADWAY | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 06360 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| STEVEN L BOKOFF | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| JEREMY BOOTY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD DESROCHES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GLENN T CARBERRY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LEE-ANN GOMES | |||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X | |
| THOMAS GRIFFIN | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| THOMAS HAMMOND | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THEODORE N PHILLIPS | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| ROBERT STALEY | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| SARETTE WILLIAMS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAVIS WHITEHEAD | |||||||
| CHAIRMAN | 8.00 | X | 0 | 0 | 0 | X | |
| RICHARD RAND | |||||||
| CFO | 40.00 | 141735 | 0 | 23107 | X | ||
| THOMAS O'ROURKE | |||||||
| ADMINISTRATOR | 40.00 | 133323 | 0 | 19361 | X | ||
| JAMES LANDHERR | |||||||
| ADMINISTRATOR | 40.00 | 144825 | 0 | 10259 | X | ||
| BRYANT SHELDON | |||||||
| ADMINISTRATOR | 40.00 | 125943 | 0 | 15954 | X | ||
| JOHN LOVINO | |||||||
| ADMINISTRATOR | 40.00 | 126761 | 0 | 15984 | X | ||
| ROSS SWARD | |||||||
| ADMINISTRATOR | 40.00 | 128643 | 0 | 19457 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 801230 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 104122 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| G SCHNIP CONSTRUCTION CO INC | |||||
| 107 FOREST STREET | NORWICH | CT | 06360 | CONSTRUCTION MANAGEMENT | 6366015 |
| ARAMARK | |||||
| 108 CRESCENT STREET | NORWICH | CT | 06360 | FOOD SERVICES | 953574 |
| ABM JANITORIAL SERVICES NE INC | |||||
| 280 TRUMBULL STREET 22ND FLOOR | HARTFORD | CT | 06103 | CUSTODIAL | 499783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Related Organizations | 5092153 | RelatedOrganizations |
| Government Grants | 260403 | GovernmentGrants |
| All Other Contributions | 7450 | AllOtherContributions |
| Total Contributions | 5360006 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITIONS | 611710 | 28897539 | 28860410 | $37,129 |
| CAFETERIA | 900099 | 848660 | 848660 | |
| STUDENT ORGANIZATIONS | 611710 | 268749 | 268749 | |
| BOOKSTORE SALES | 451211 | 86499 | 86499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30101447 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1915935 | TotalRevenueColumn |
| Exclusion | $1,915,935 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25200 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25200 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25200 | TotalRevenueColumn |
| Exclusion | $25,200 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 70765 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70765 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 70765 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37473353 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30135083 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,978,264 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309095 | Total |
| Program Services | 309095 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 905352 | Total |
| Program Services | 633746 | ProgramServices |
| Management And General | 271606 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16551392 | Total |
| Program Services | 11585975 | ProgramServices |
| Management And General | 4965417 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767850 | Total |
| Program Services | 537495 | ProgramServices |
| Management And General | 230355 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2817296 | Total |
| Program Services | 1972107 | ProgramServices |
| Management And General | 845189 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1274624 | Total |
| Program Services | 892237 | ProgramServices |
| Management And General | 382387 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119452 | Total |
| Program Services | 83616 | ProgramServices |
| Management And General | 35836 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 763109 | Total |
| Program Services | 534176 | ProgramServices |
| Management And General | 228933 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18351 | Total |
| Program Services | 12846 | ProgramServices |
| Management And General | 5505 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38204 | Total |
| Program Services | 26743 | ProgramServices |
| Management And General | 11461 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82969 | Total |
| Program Services | 58078 | ProgramServices |
| Management And General | 24891 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51127 | Total |
| Program Services | 35789 | ProgramServices |
| Management And General | 15338 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 794583 | Total |
| Program Services | 556208 | ProgramServices |
| Management And General | 238375 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1978166 | Total |
| Program Services | 1384716 | ProgramServices |
| Management And General | 593450 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135152 | Total |
| Program Services | 94606 | ProgramServices |
| Management And General | 40546 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REPAIR AND MAINTENANCE | 1087410 | 761187 | 326223 |
| CAFETERIA OPERATIONS | 886024 | 620217 | 265807 |
| UTILITIES | 878830 | 615181 | 263649 |
| ACTIVITIES AND ATHLETIC | 399044 | 279331 | 119713 |
| EQUIPMENT | 395523 | 276866 | 118657 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 916204 | Total |
| Program Services | 641343 | ProgramServices |
| Management And General | 274861 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31169757 | Total |
| Program Services | 21911558 | ProgramServices |
| Management And General | 9258199 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4218651 | BOY |
| EOY | 4153677 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20338 | BOY |
| EOY | 20338 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 62863997 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25129924 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32717283 | BOY |
| EOY | 37734073 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6809501 | BOY |
| EOY | 7138239 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4185690 | BOY |
| EOY | 4419614 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47951463 | BOY |
| EOY | 53465941 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2010113 | BOY |
| EOY | 1711152 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37920 | BOY |
| EOY | 4756 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18959733 | BOY |
| EOY | 18769158 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21007766 | BOY |
| EOY | 20485066 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26433863 | BOY |
| EOY | 32407458 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 509834 | BOY |
| EOY | 573417 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26943697 | BOY |
| EOY | 32980875 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47951463 | BOY |
| EOY | 53465941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6303596 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -266418 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 509834 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 350928 | InvestmentEarningsOrLosses |
| Other Expenditures | 287345 | OtherExpenditures |
| End Of Year Balance | 573417 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 439889 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 383379 | InvestmentEarningsOrLosses |
| Other Expenditures | 313434 | OtherExpenditures |
| End Of Year Balance | 509834 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 327417 | BeginningOfYearBalance |
| Contributions | 12400 | Contributions |
| Investment Earnings Or Losses | 359202 | InvestmentEarningsOrLosses |
| Other Expenditures | 259130 | OtherExpenditures |
| End Of Year Balance | 439889 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2547626 | OtherCostOrOtherBasis |
| Book Value | 2547626 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40241933 | OtherCostOrOtherBasis |
| Depreciation | 16272568 | Depreciation |
| Book Value | 23969365 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8185517 | OtherCostOrOtherBasis |
| Depreciation | 6973206 | Depreciation |
| Book Value | 1212311 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11888921 | OtherCostOrOtherBasis |
| Depreciation | 1884150 | Depreciation |
| Book Value | 10004771 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37734073 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| AMOUNT DUE FROM AFFILIATE | 1725210 |
| INVENTORY AND OTHER AR | 5529 |
| BOND ISSUANCE COSTS & OTHER DISCOUNT (NET OF ACCUMULATED AMORTIZATION) | 692148 |
| ASSETS HELD BY BOND TRUSTEE | 1996727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4419614 | TotalBookValueOtherAssets |
| Total Revenue | 37473353 | TotalRevenue |
| Total Expenses | 31169757 | TotalExpenses |
| Excess Or Deficit For Year | 6303596 | ExcessOrDeficitForYear |
| Other | -$266,418 | OtherAmount |
| Total Adjustments | -266418 | TotalAdjustments |
| Excess Or Deficit Per FS | 6037178 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 32381200 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 32381200 | RevenueSubtotal |
| Other Revenues Not Included | 5092153 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5092153 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 37473353 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31169757 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31169757 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31169757 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | PENSION ADJUSTMENT -266,418. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TRANSFERS FROM NFA FOUNDATION 5,092,153. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | 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." |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | NORWICH FREE ACADEMY RECEIVES AN EDUCATIONAL GRANT FROM NORWICH PUBLIC SCHOOLS THAT ORIGINATES FROM A FEDERAL SOURCE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP AWARDS | TypeOfGrant |
| Number Of Recipients | 295 | NumberOfRecipients |
| Amount Of Cash Grant | 309095 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE ALLOWED VIA A REDUCITON IN TUITION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD RAND | |||||||||||||
| 141735 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23107 | 0 | 164842 | 0 | 0 | 0 |
| THOMAS O'ROURKE | |||||||||||||
| 133323 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19361 | 0 | 152684 | 0 | 0 | 0 |
| JAMES LANDHERR | |||||||||||||
| 144825 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10259 | 0 | 155084 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 060806186 | IssuerEIN |
| Date Issued | 2004-06-28 | DateIssued |
| Issue Price | 18740000 | IssuePrice |
| Description Of Purpose | CONSTRUCT PERFORMING AND ARTS CENTER | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 18740000 | TotalProceeds |
| Capital Expenditures | 18740000 | CapitalExpenditures |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT STALEY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE | Relationship |
| Description Of Transaction | BANK ACCOUNT PROCESSING | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW BEFORE FILING. | |
| 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 COMPILED. ANY RELATIONSHIPS MUST BE DISCLOSED. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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. | ||
| GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE SECRETARY OF THE STATE OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | PENSION ADJUSTMENT -266,418. TOTAL TO FORM 990, PART XI, LINE 5: -266,418. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWICH FREE ACADEMY FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 BROADWAY | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 06360 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222678033 | EIN |
| Primary Activities | TO SOLICIT AND RECEIVE CONTRIBUTIONS FOR NORWICH FREE ACADEMY | PrimaryActivities |
| Legal Domicile State | CT | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| NFA FOUNDATION INC | |
| D | 1725210 |
| NFA FOUNDATION INC | |
| C | 5092153 |