Nonprofit · EIN 06-0646648
THE FORMAN SCHOOL INC
Tax-exempt · LITCHFIELD, CT 06759
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $23,568,387 | $23,717,831 | -$149,444 | $51,299,139 | $15,627,643 | $35,671,496 |
| June 30, 2024 | 990 | $23,869,297 | $23,725,092 | $144,205 | $45,293,570 | $10,034,342 | $35,259,228 |
| June 30, 2023 | 990 | $24,432,862 | $23,835,632 | $597,230 | $45,520,660 | $11,152,644 | $34,368,016 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,379,419
- Program service revenue
- $19,012,560
- Investment income
- $1,031,807
- Net gain from sales of assets
- -$24,457
- Net income from sales of inventory
- -$50,463
- Other revenue
- $144,601
Expenses
- Grants and similar amounts paid
- $3,024,930
- Compensation of officers, directors and key employees
- $1,094,785
- Other salaries and wages
- $8,082,500
- Salaries, compensation and benefits (total)
- $11,848,075
- Professional fundraising fees
- $0
- Legal fees
- $163,997
- Accounting fees
- $59,922
- Occupancy
- $1,676,020
- Travel
- $171,980
- Depreciation
- $2,250,582
- Program services (functional)
- $18,679,554
- Management and general (functional)
- $4,016,734
- Fundraising (functional)
- $1,021,543
Balance sheet and other
- Total assets, start of year
- $45,293,570
- Total assets, end of year
- $51,299,139
- Total liabilities, end of year
- $15,627,643
- Net assets, end of year
- $35,671,496
- Land, buildings and equipment
- $28,633,803
- Publicly traded securities
- $9,552,442
- Net assets without donor restrictions
- $25,437,667
- Net assets with donor restrictions
- $10,233,829
- Gross unrelated business income
- $32,190
- Gross receipts
- $24,330,489
- Employees
- 143
- Volunteers
- 35
- Year formed
- 1930
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADAM MAN | FORMER HEAD OF SCHOOL (UNTIL 06/24) Former | 60 | $501,408 | $68,573 |
| EDWARD KOWALCHICK | ASSOC. HEAD OF SCHOOL (UNTIL 06/25) Key employee | 60 | $287,529 | $72,434 |
| AMY CLEMONS | HEAD OF SCHOOL (AS OF 07/24) Officer | 60 | $238,938 | $74,859 |
| PETER MALTBY | CFO (UNTIL 04/25) Officer | 60 | $170,130 | $29,507 |
| JAIME FEINMAN | DIR. OF ADMISSION (10/25) Highest-paid employee | 60 | $150,140 | $38,678 |
| MARYELLEN RUTH | DIR. OF DIAG. CENTER (UNTIL 05/25) Highest-paid employee | 60 | $133,618 | $33,630 |
| KERRY CONROY | DIR. OF MARKETING & COMMUNICATIONS Highest-paid employee | 60 | $115,441 | $32,071 |
| MARTIN BOZAK | DIR.OF OPERATIONS (UNTIL 07/25) Highest-paid employee | 60 | $114,992 | $24,386 |
| ALLIE MAXWELL | ASSISTANT HOS FOR INTERNAL AFFAIRS Highest-paid employee | 60 | $116,708 | $17,682 |
| MICHAEL COOK | PRESIDENT & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| ANNE QUILHOT BUCKLEY | VICE PRESIDENT & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| BARBARA CHACE | VICE PRESIDENT & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| JOHN FINNERTY | TREASURER & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH GARBER DANIELS | SECRETARY & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| ANNETTE R JENNER-MATTHEWS | TRUSTEE Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PREETHI KRISHNA | TRUSTEE Trustee or director | 1 | $0 |
| CAMERON SHERRILL | TRUSTEE Trustee or director | 1 | $0 |
| DAVID WHITE | TRUSTEE Trustee or director | 1 | $0 |
| DANIELLA CAVENAGH | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT FINLAY | TRUSTEE Trustee or director | 1 | $0 |
| DENNIS MANNING | TRUSTEE Trustee or director | 1 | $0 |
| ABE PRONTNICKI | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADAM K MAN | HEAD OF SCHO Trustee or director, Officer | 60 | $502,341 | $136,224 |
| EDWARD KOWALCHIK | ASST HEAD OF Key employee | 60 | $279,325 | $39,230 |
| PETER MALTBY | CHIEF FINANC Trustee or director, Officer | 60 | $155,615 | $31,251 |
| JAIME FEINMAN | DIR OF ADMIS Highest-paid employee | 60 | $145,791 | $22,629 |
| MARYELLEN RUTH | DIR OF DIAG Highest-paid employee | 60 | $121,811 | $28,836 |
| MARTIN BOZAK | DIR OF OPERA Highest-paid employee | 60 | $111,972 | $26,988 |
| KERRY CONROY | DIR COMMUNIC Highest-paid employee | 60 | $109,365 | $27,147 |
| ASHLEY BANKS | DIR STUDENT Highest-paid employee | 60 | $114,947 | $16,084 |
| PETER MALTBY | CFO Officer | – | $0 | $0 |
| ANNE QUILHOT BUCKLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH GARBER DANIELS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| L LAIRD DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL GLUCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNETTE R JENNER-MATTHEWS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PREETHI KRISHNA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID LANGAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREGORY LOSS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAMERON SHERRILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID WHITE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIMOTHY WILLS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL YORMARK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC EBBERT | PRESIDENT/TR Trustee or director, Officer | 1 | $0 | $0 |
| BARBARA CHACE | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DAVID SHAGGY | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL COOK | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN FINNERTY | TREASURER/TR Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Adam K Man | Head of School/Trustee Trustee or director, Officer | 60 | $486,675 | $184,794 |
| Edward Kowalchik | Assistant Head of School for Enrollment & Programs Highest-paid employee | 60 | $271,543 | $36,874 |
| Peter Maltby | Chief Financial Officer Trustee or director, Officer | 60 | $151,528 | $30,416 |
| Jaime Feinman | Director of Admission Highest-paid employee | 60 | $144,528 | $17,290 |
| Maryellen Ruth | Director of the Forman Diagnostic Center Highest-paid employee | 60 | $129,797 | $28,359 |
| Martin Bozak | Director of Operations Highest-paid employee | 60 | $108,832 | $21,888 |
| Ashley Banks | Director of Student Health Highest-paid employee | 60 | $112,848 | $15,736 |
| Kerry Conroy | Director of Communications Highest-paid employee | 60 | $100,184 | $25,652 |
| John Strawson | Athletics Director Highest-paid employee | 60 | $105,657 | $12,473 |
| Donald Levinsky | Director of Information Technology Highest-paid employee | 60 | $102,248 | $9,001 |
| Anne Quilhot Buckley | Trustee Trustee or director | 1 | $0 | $0 |
| Elizabeth Garber Daniels | Trustee Trustee or director | 1 | $0 | $0 |
| L Laird Davis | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Gluck | Trustee Trustee or director | 1 | $0 | $0 |
| Annette R Jenner-Matthews | Trustee Trustee or director | 1 | $0 | $0 |
| Preethi Krishna | Trustee Trustee or director | 1 | $0 | $0 |
| David Langan | Trustee Trustee or director | 1 | $0 | $0 |
| Gregory Loss | Trustee Trustee or director | 1 | $0 | $0 |
| Cameron Sherrill | Trustee Trustee or director | 1 | $0 | $0 |
| David White | Trustee Trustee or director | 1 | $0 | $0 |
| Timothy Wills | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Yormark | Trustee Trustee or director | 1 | $0 | $0 |
| Eric Ebbert | President/Trustee Trustee or director, Officer | 1 | $0 | $0 |
| Barbara Chace | Vice President/Trustee Trustee or director, Officer | 1 | $0 | $0 |
| David Shaggy | Vice President/Trustee Trustee or director, Officer | 1 | $0 | $0 |
| Michael Cook | Secretary/Trustee Trustee or director, Officer | 1 | $0 | $0 |
| John Finnerty | Treasurer/Trustee Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- NORFOLK ROAD, LITCHFIELD, CT 06759-0000
- Principal officer (990 for 2024)
- AMY CLEMONS, PO BOX 80, LITCHFIELD, CT 06759
- Signed the 990
- AMY CLEMONS, HEAD OF SCHOOL
- Phone
- (860) 567-1807
- Website
- WWW.FORMANSCHOOL.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE FORMAN SCHOOL IS AN INDEPENDENT, COEDUCATIONAL COLLEGE PREPARATORY SCHOOL FOR BOARDING AND DAY STUDENTS WITH IDENTIFIED LEARNING DIFFERENCES. FORMAN DEVELOPS THE WHOLE STUDENT SO THAT ALL GRADUATES BECOME EDUCATED, CONFIDENT, SELF-ADVOCATES THROUGHOUT LIFE.
Program accomplishments
- OPERATE AND MAINTAIN A PRIVATE SCHOOL (GRADES 9-12) FOR CHILDREN WITH SPECIFIC LEARNING DIFFERENCES AND TO PREPARE THEM FOR A COLLEGE CURRICULUM.Expenses $18,679,554 · grants $3,024,930 · revenue $18,929,907
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0646648
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1935
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $51,299,139
- Income (IRS master file)
- $24,330,489
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $23,568,387 | $23,717,831 | $51,299,139 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $23,869,297 | $23,725,092 | $45,293,570 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $24,432,862 | $23,835,632 | $45,520,660 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $22,916,305 | $22,916,498 | $45,375,797 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0646648).
Questions about THE FORMAN SCHOOL INC
- What is the EIN of THE FORMAN SCHOOL INC?
- The employer identification number (EIN) of THE FORMAN SCHOOL INC is 06-0646648.
- Is THE FORMAN SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1935.
- Are donations to THE FORMAN SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE FORMAN SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE FORMAN SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FORMAN SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE FORMAN SCHOOL INC?
- The 990 for the year ended June 30, 2025 names AMY CLEMONS.
- Who are the officers and directors of THE FORMAN SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 9 received compensation from the organization, the highest $501,408 (ADAM MAN, FORMER HEAD OF SCHOOL (UNTIL 06/24)).
- How much revenue does THE FORMAN SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $23,568,387, expenses of $23,717,831 and total assets of $51,299,139 at year end.
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