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NORWICH FREE ACADEMY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
NORWICH FREE ACADEMY (EIN 06-0762783)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-04-27
IRS object ID
201121179349300002
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-04-27T07:30:33-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PC CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line129 S MAIN STREET PO BOX 272000AddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code061272000ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN060762783EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE NORWICH FREE ACADEMYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNORWNameControl
Phone8608872505Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1305 BROADWAYAddressLine1
CityNORWICHCity
StateCTState
ZIP Code063603547ZIPCode

Officer Officer

FieldValueIRS element (for citing)
Namerichard randName
TitleCFOTitle
Phone8604255520Phone
Date Signed2011-04-20DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone8605614000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRICHARD RANDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1305 BROADWAYAddressLine1
CityNORWICHCity
StateCTState
ZIP Code06360ZIPCode
FieldValueIRS element (for citing)
Gross Receipts32423040GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.NORWICHFREEACADEMY.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1854YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionPROVIDE SECONDARY EDUCATION FOR HIGH SCHOOL STUDENTS IN THE CITY OF NORWICH AND THE SEVEN SURROUNDING TOWNS.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees417TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year225243ContributionsGrantsPriorYear
Contributions Grants Current Year315147ContributionsGrantsCurrentYear
Program Service Revenue Prior Year30453496ProgramServiceRevenuePriorYear
Program Service Revenue CY30379285ProgramServiceRevenueCY
Investment Income Prior Year303415InvestmentIncomePriorYear
Investment Income Current Year1483379InvestmentIncomeCurrentYear
Other Revenue Prior Year243475OtherRevenuePriorYear
Other Revenue Current Year245229OtherRevenueCurrentYear
Total Revenue Prior Year31225629TotalRevenuePriorYear
Total Revenue Current Year32423040TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year268319GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY336095GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year21273182SalariesEtcPriorYear
Salaries Etc Current Year22540374SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year9361940OtherExpensePriorYear
Other Expenses Current Year8601287OtherExpensesCurrentYear
Total Expenses Prior Year30903441TotalExpensesPriorYear
Total Expenses Current Year31477756TotalExpensesCurrentYear
Revenues Less Expenses Prior Year322188RevenuesLessExpensesPriorYear
Revenues Less Expenses CY945284RevenuesLessExpensesCY
Total Assets BOY46255713TotalAssetsBOY
Total Assets EOY47951463TotalAssetsEOY
Total Liabilities BOY20875531TotalLiabilitiesBOY
Total Liabilities EOY21007766TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY25380182NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY26943697NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDE SECONDARY EDUCATION (GRADES 9-12) FOR THE CITY OF NORWICH AND THE SEVEN SURROUNDING TOWNS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense22135256Expense
Grants336095Grants
Revenue30359285Revenue
DescriptionPROVIDE SECONDARY EDUCATION (GRADE 9-12) FOR THE CITY OF NORWICH AND SEVEN SURRONDING TOWNS.Description
Total Program Service Expense22135256TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109624NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees417NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1RICHARD RAND CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8604255522TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1305 BROADWAYAddressLine1
CityNORWICHCity
StateCTState
ZIP Code06360ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
STEVEN L BOKOFF
CHAIRMAN5.00XX000
JEREMY BOOTY
TRUSTEE1.00X000
RICHARD DESROCHES
TRUSTEE2.00X000
GLENN T CARBERRY
TRUSTEE1.00X000
LEE-ANN GOMES
TREASURER2.00XX000
THOMAS GRIFFIN
SECRETARY1.00XX000
THOMAS HAMMOND
TRUSTEE1.00X000
THEODORE N PHILLIPS
TRUSTEE2.00X000
ROBERT STALEY
TRUSTEE1.00X000
SARETTE WILLIAMS
TRUSTEE1.00X000
DAVID WHITEHEAD
VICE CHAIRMAN1.00XX000
RICHARD RAND
CFO40.00X140034023582
MARK COHAN
HEAD OF SCHOOL40.00X183113012489
JAMES LANDHERR
ADMINISTRATOR40.00148010017240X
JACQUILINE SULLIVAN
ADMINISTRATOR40.00134940010444X
THOMAS O'ROURKE
ADMINISTRATOR40.00130729017048X
JOHN IOVINO
ADMINISTRATOR40.00130389014160X
ROSS SWARD
ADMINISTRATOR40.00126932017359X
FieldValueIRS element (for citing)
Total Reportable Comp From Org994147TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation112322TotalOtherCompensation
Number Individuals GT100 K14NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
G SCHNIP CONSTRUCTION CO INC
107 FOREST STREETNORWICHCT06360CONSTRUCTION MANAGEMENT1638049
ARAMARK
305 BROADWAYNORWICHCT06360FOOD SERVICES1059047
NORWICH PUBLIC UTILITIES
173 NORTH MAIN STREETNORWICHCT06360UTILITIES714562
DUBOSE ASSOCIATES ARCHITECTS
49 WOODLAND STREETHARTFORDCT06105ARCHITECT SERVICES621998
ABM JANITORIAL SERVICES NE INC
280 TRUMBULL STREET 22ND FLOORHARTFORDCT06103CUSTODIAL521594
FieldValueIRS element (for citing)
Number Of Contractors GT100 K15NumberOfContractorsGT100K
Government Grants298745GovernmentGrants
All Other Contributions16402AllOtherContributions
Total Contributions315147TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITIONS6117102903773829037738
CAFETERIA900099997098997098
STUDENT ORGANIZATIONS611710245499245499
BOOKSTORE SALES4512119895098950
FieldValueIRS element (for citing)
Total Program Service Revenue30379285TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1483379TotalRevenueColumn
Exclusion$1,483,379ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real20000Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real20000Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column20000TotalRevenueColumn
Exclusion$20,000ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
MISC. REVENUE900099182788182788
MISC. SHOLARSHIPS61171042441$42,441
FieldValueIRS element (for citing)
Total Other Revenue225229TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column32423040TotalRevenueColumn
Related Or Exempt Function Income30562073RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,545,820ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total336095Total
Program Services336095ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total354113Total
Program Services247879ProgramServices
Management And General106234ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total17258159Total
Program Services12080711ProgramServices
Management And General5177448ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total594127Total
Program Services415889ProgramServices
Management And General178238ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total3053939Total
Program Services2137757ProgramServices
Management And General916182ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1280036Total
Program Services896025ProgramServices
Management And General384011ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total131231Total
Program Services91862ProgramServices
Management And General39369ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total789293Total
Program Services552505ProgramServices
Management And General236788ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total19845Total
Program Services13891ProgramServices
Management And General5954ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total58533Total
Program Services40973ProgramServices
Management And General17560ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total93587Total
Program Services65511ProgramServices
Management And General28076ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total67904Total
Program Services47533ProgramServices
Management And General20371ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total807408Total
Program Services565186ProgramServices
Management And General242222ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2018993Total
Program Services1413295ProgramServices
Management And General605698ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total123869Total
Program Services86708ProgramServices
Management And General37161ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
CAFETERIA OPERATIONS988152691706296446
REPAIR AND MAINTENANCE914827640379274448
UTILITIES797392558174239218
ACTIVITIES AND ATHLETIC401649281154120495
EQUIPMENT397212278048119164

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total991392Total
Program Services693975ProgramServices
Management And General297417ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total31477756Total
Program Services22135256ProgramServices
Management And General9342500ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3175909BOY
EOY4218651EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY20338BOY
EOY20338EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis55899134LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec23181851LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY31590488BOY
EOY32717283EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2921974BOY
EOY2326232EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY4677533BOY
EOY4483269EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3869471BOY
EOY4185690EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY46255713BOY
EOY47951463EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1611684BOY
EOY2010113EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY16295BOY
EOY37920EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY17400000BOY
EOY17025000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1847552BOY
EOY1934733EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY20875531BOY
EOY21007766EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY24940293BOY
EOY26433863EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY439889BOY
EOY509834EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY25380182BOY
EOY26943697EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY46255713BOY
EOY47951463EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance439889BeginningOfYearBalance
Investment Earnings Or Losses383379InvestmentEarningsOrLosses
Other Expenditures313434OtherExpenditures
End Of Year Balance509834EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance327417BeginningOfYearBalance
Contributions12400Contributions
Investment Earnings Or Losses359202InvestmentEarningsOrLosses
Other Expenditures259130OtherExpenditures
End Of Year Balance439889EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis2547626OtherCostOrOtherBasis
Book Value2547626BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis40174833OtherCostOrOtherBasis
Depreciation14846690Depreciation
Book Value25328143BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis7939181OtherCostOrOtherBasis
Depreciation6624934Depreciation
Book Value1314247BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis5237494OtherCostOrOtherBasis
Depreciation1710227Depreciation
Book Value3527267BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings32717283TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionMUTUAL FUNDSDescription
Book Value4483269BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities4483269TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
AMOUNT DUE FROM AFFILIATE1470480
INVENTORY AND OTHER AR8208
BOND ISSUANCE COSTS & OTHER DISCOUNT (NET OF ACCUMULATED AMORTIZATION)722242
ASSETS HELD BY BOND TRUSTEE1984760
FieldValueIRS element (for citing)
Total Book Value Other Assets4185690TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
OTHER LIABILITIES AND DEPOSITS$888,293
ACCRUED PENSION EXPENSE$1,046,440
FieldValueIRS element (for citing)
Total Of Amounts1934733TotalOfAmounts
Total Revenue32423040TotalRevenue
Total Expenses31477756TotalExpenses
Excess Or Deficit For Year945284ExcessOrDeficitForYear
Other$618,231OtherAmount
Total Adjustments618231TotalAdjustments
Excess Or Deficit Per FS1563515ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt32423040TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal32423040RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99032423040TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt31477756TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal31477756ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99031477756TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart XI, Line 8 - Other Adjustments:Identifier
ExplanationTRANSFER FROM AFFILIATE: 548770. PENSION ADJUSTMENT: 69461.Explanation

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnTHE PROGRAM OF STUDY BOOKLET STATES: "THE NORWICH FREE ACADEMY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, SEX OR HANDICAP IN ITS EDUCATIONAL PROGRAMS, ACTIVITIES, ENROLLMENT OR EMPLOYMENT POLICIES."PubViaBroadcastMediaExpln
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Govt Financial Aid ExplanationNORWICH FREE ACADEMY RECEIVES AN EDUCATIONAL GRANT FROM NORWICH PUBLIC SCHOOLS THAT ORIGINATES FROM A FEDERAL SOURCE.GovtFinancialAidExplanation
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIP AWARDSTypeOfGrant
Number Of Recipients315NumberOfRecipients
Amount Of Non Cash Assistance332330AmountOfNonCashAssistance
Method Of ValuationFMVMethodOfValuation
Description Of Non Cash AssistanceREDUCTION IN TUITIONDescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: SCHOLARSHIPS ARE PROVIDED VIA A REDUCTION IN TUITION.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
RICHARD RAND
1400340000056010179810163616000
MARK COHAN
1831130000000124890195602000
JAMES LANDHERR
1480100000000172400165250000

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CHEFABusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN060806186IssuerEIN
Date Issued2004-06-28DateIssued
Issue Price18740000IssuePrice
Description Of PurposeCONSTRUCT PERFORMING ARTS CENTERDescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer1OnBehalfOfIssuer

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Total Proceeds18740000TotalProceeds
Amount In Reserve Fund1194057AmountInReserveFund
Issuance Costs From Proceeds230253IssuanceCostsFromProceeds
Capital Expenditures18740000CapitalExpenditures
Year Of Subst Completion2005YearOfSubstCompletion
Current Refunding0CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made1FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements0AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty0MngmentCntrctBondFinancdPrprty
Any Research Agreements0AnyResearchAgreements
Bond Counsel Routinely Engaged0BondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others0.00000PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00000PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00000TotalPrivateBusinessUse
Post Issuance Compliance Procdrs1PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T Filed0Form8038TFiled
Variable Rate Issue0VariableRateIssue
Hedge Identified In Books And Recds0HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Exception To Rebate0ExceptionToRebate

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW BEFORE FILING.
Form 990, Part VI, Section B, line 12cEACH 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 15aTHE 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 19GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE SECRETARY OF THE STATE OFFICE. FINANCIAL STATEMENTS ARE PROVIDED TO THE CITY OF NORWICH, CHEFA, MOODY'S, AND STANDARD & POORS. POLICIES CAN BE MADE AVAILABLE TO ANYONE REQUESTING THEM. FORM 990 IS AVAILABLE TO THE PUBLIC UPON SPECIFIC REQUEST OR THROUGH IRS WEBSITES.
FORM 990, PART XI, LINE 2CTHE PROCESS OF OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT DID NOT CHANGE FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1NFA FOUNDATION INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1305 BROADWAYAddressLine1
CityNORWICHCity
StateCTState
ZIP Code06360ZIPCode
FieldValueIRS element (for citing)
EIN222678033EIN
Primary ActivitiesTO SOLICIT AND RECEIVE CONTRIBUTIONS FOR NORWICH FREE ACADEMYPrimaryActivities
Legal Domicile StateCTLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusTYPE 7PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
NFA FOUNDATION INC
D1470480
NFA FOUNDATION INC
C548770