2026-04-30T12:05:36-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-07-01 135562983 THE CITY AND COUNTRY SCHOOL INC CITY 2122427802 146 WEST 13TH STREET NEW YORK NY 10011 MIKE JACKSON DIRECTOR OF FINANCE 2122427802 2026-04-30 1 1 MELISSA MODELSON P01603524 9143818900 2026-04-30 2024 2025-03-06 01:10:19Z FRANK PATTI 146 WEST 13TH STREET NEW YORK NY 10011 25778428 0 X WWW.CITYANDCOUNTRY.ORG X 1914 NY TO PROVIDE FOR THE EDUCATIONAL NEEDS OF CHILDREN FROM NURSERY THROUGH EIGHTH GRADE. 21 15 160 100 0 0 5003391 4975747 19074151 19906884 787773 735592 -5434 31899 24859881 25650122 3642446 3740551 0 0 14641997 14437923 0 0 526653 5757834 5086459 24042277 23264933 817604 2385189 55324662 58264747 20079182 19239029 35245480 39025718 X SEE SCHEDULE O. 1 0 18093421 3740551 19901884 CITY AND COUNTRY SCHOOL IS AN INDEPENDENT SCHOOL LOCATED IN NEW YORK CITY. THE SCHOOL PROVIDES FOR THE EDUCATIONAL NEEDS FOR CHILDREN AGES 2-13. BELIEVING THAT EDUCATION IS FUNDAMENTALLY A SOCIAL PROCESS, THE SCHOOL STRIVES TO CREATE A VITAL SCHOOL COMMUNITY THAT SUPPORTS CHILDREN'S INNATE PASSION FOR LEARNING WHILE ALSO EXPANDING THEIR UNDERSTANDING OF COMMUNITIES AND CULTURES THAT EXIST BEYOND SCHOOL AND HOME. THE SCHOOL PROVIDED SERVICES TO 332 STUDENTS IN THE 2024 - 2025 SCHOOL YEAR. 9585 0 5000 THE CAROLINE PRATT CENTER LLC ENGAGES IN ADVANCING PRECEPTS OF PROGRESSIVE EDUCATION BY PROVIDING WORKSHOPS AND TRAINING FOR PROGRESSIVE EDUCATORS IN ACCORDANCE WITH CITY AND COUNTRY SCHOOL'S CURRICULUM AND PEDAGOGY. 18103006 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 64 0 160 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 15 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MIKE JACKSON 2122427802 146 WEST 13TH STREET NEW YORK NY 10011 X FRANK PATTI PRINCIPAL 40.00 X X 513156 0 72245 TRACEY MUMFORD CHAIR 10.00 X X 0 0 0 TODD TRILLER TREASURER 4.00 X X 0 0 0 NICOLE ENGLISH SECRETARY 1.00 X X 0 0 0 KATE BOSTOCK-SHEFFERMAN TRUSTEE 1.00 X 0 0 0 NISA BRYANT TRUSTEE 1.00 X 0 0 0 JOSH CENDER TRUSTEE 1.00 X 0 0 0 EMILY ESSNER TRUSTEE 1.00 X 0 0 0 SHEELAH FEINBERG TRUSTEE 1.00 X 0 0 0 KEVIN GILLESPIE TRUSTEE 1.00 X 2547 0 0 AZ JENKINS TRUSTEE 1.00 X 0 0 0 BRENDAN KIELY TRUSTEE 1.00 X 0 0 0 STEPHANIE LEVEE TEACHER TRUSTEE 40.00 X 62959 0 59173 BARRY MUNGER TRUSTEE 1.00 X 0 0 0 CATERINA PETERS TRUSTEE 1.00 X 0 0 0 SABRINA RUDIN TRUSTEE 1.00 X 0 0 0 JESSICA TAMBERLANE TRUSTEE 1.00 X 0 0 0 SARA HANCE TEACHER TRUSTEE 40.00 X 106524 0 38797 THANH TRAN TRUSTEE 1.00 X 0 0 0 CRYSTAL WALD TRUSTEE 1.00 X 0 0 0 ADAM WINKEL TRUSTEE 1.00 X 0 0 0 MIKE JACKSON DIRECTOR OF FINANCE 40.00 X 260174 0 15672 SCOTT MORAN EXECUTIVE DIR. OF CAROLINE PRATT 40.00 X 249486 0 18835 GIRISH THADHANI CONTROLLER 40.00 X 184595 0 30008 KAREN BRANDT DIRECTOR OF MIDDLE/UPPER SCHOOL 40.00 X 214526 0 46525 JULIE CLARDY DIRECTOR OF COMMUNICATIONS 40.00 X 196226 0 35476 MELISSA RITCHIE DIRECTOR OF DEVELOPMENT 40.00 X 213134 0 12467 MINDY N SCHEFEN FORMER DIR. OF FINANCE & OPERATIONS 0.00 X 268458 0 0 2271785 0 329198 33 1 1 0 ELIOR CTY LLC 120 BROADWAY SUITE 1020 NEW YORK NY 10271 KITCHEN SERVICES 361665 BRIGHT STAR MESSENGER CENTER 318 WEST 39TH STREET 7TH FLOOR NEW YORK NY 10018 CLEANING SERVICES 306278 PAWLEY INTERIOR CONTRACTING INC 336 EAST 94TH ST NEW YORK NY 10128 CONSTRUCTION SERVICES 223284 FOX ROTHSCHILD LLP PO BOX 931646 ATLANTA GA 31193 LEGAL SERVICES 167607 INTEGRATED SECURITY SERVICES INC 305 MADISON AVE 40TH FLR SUITE 40 NEW YORK NY 10165 SECURITY SERVICES 118383 5 184780 267255 4523712 51027 4975747 TUITION AND FEES 611110 19116712 19116712 AUXILIARY SERVICES 611110 736154 736154 PARENTS ASSOC EVENTS 611110 49018 49018 CAROLINE PRATT CTR - WORKSHOPS 611110 5000 5000 19906884 735592 735592 18075 0 18075 18075 18075 71019 184780 116624 -45605 -45605 15425 11682 3743 3743 INSURANCE REBATES 900099 22522 22522 OTHER INCOME 900099 19889 19889 APPLICATION FEES 900099 13275 13275 55686 25650122 19906884 0 767491 3740551 3740551 1200205 420435 722180 57590 4800 4800 10446473 8032527 2067302 346644 566375 461264 84243 20868 1282992 1050270 212276 20446 937078 604008 308047 25023 169722 169722 67287 67287 1412134 1079882 329311 2941 44414 44414 136654 89915 37761 8978 272156 84034 167525 20597 1053169 969229 79760 4180 67692 65479 2085 128 81681 35635 40389 5657 1208106 1156037 42525 9544 110313 110313 INSTRUCTIONAL & AUXILIA 291514 291514 BAD DEBT EXPENSE 93664 93664 MISCELLANEOUS EXPENSE 43014 15724 24367 2923 MEMBERSHIP DUES 34939 1702 32103 1134 23264933 18103006 4635274 526653 6604336 1479418 11229912 17920324 227360 960701 201720 416111 39321335 17422003 22755122 21899332 13357199 15128580 949013 460281 55324662 58264747 859345 493920 8529886 9196101 9778806 9113888 911145 435120 20079182 19239029 X 27773291 30355799 7472189 8669919 35245480 39025718 55324662 58264747 2385189 1395049 0 X X 0 1 X 1 0 X 5765069 5061793 3616255 5003391 4975747 24422255 5765069 5061793 3616255 5003391 4975747 24422255 5031405 19390850 205380 226250 646026 787902 753667 2619225 56875 61415 70877 60957 55686 305810 27347290 89849603 0.70910 0.73060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE REBATES - 2020 AMOUNT: $ 49,627. 2021 AMOUNT: $ 42,976. 2022 AMOUNT: $ 27,846. 2023 AMOUNT: $ 35,288. 2024 AMOUNT: $ 22,522. OTHER INCOME - 2020 AMOUNT: $ 6,662. 2021 AMOUNT: $ 5,919. 2022 AMOUNT: $ 22,875. 2023 AMOUNT: $ 11,585. 2024 AMOUNT: $ 19,889. IRS REFUND - 2020 AMOUNT: $ 586. APPLICATION FEES - 2021 AMOUNT: $ 9,900. 2023 AMOUNT: $ 14,084. 2024 AMOUNT: $ 13,275. LATE FEES - 2021 AMOUNT: $ 2,620. NYS UNCLAIMED FUNDS - 2022 AMOUNT: $ 20,156. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14029732 1051500 1772429 316333 16537328 11780874 51500 2227358 30000 14029732 10235132 51500 1524242 30000 11780874 11406312 41600 -1182780 30000 10235132 8930788 36919 2468605 30000 11406312 0.48010 0.46950 0.05040 0 0 5152000 5152000 31586608 15117738 16468870 188060 178425 9635 2394667 2125840 268827 21899332 LEASE LIABILITIES 435120 435120 X 23328231 1395049 11682 1406731 21921500 3728622 3728622 25650122 19547993 11682 11682 19536311 3728622 3728622 23264933 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FOUR ENDOWMENT FUNDS WHOSE ASSETS ARE TO BE HELD IN PERPETUITY. THE INCOME FROM THE ASSETS CAN BE USED TO SUPPORT THE SCHOOL'S GENERAL ACTIVITIES. PART X, LINE 2: THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED ON PART VIII, LINE 10B 11,682. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID EXPENSES TO PART IX 3,728,622. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED ON PART VIII, LINE 10B 11,682. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID EXPENSES TO PART IX 3,728,622. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 CITY AND COUNTRY SCHOOL ASSUMES AN ONGOING RESPONSIBILITY TO REFLECT THE DIVERSITY INHERENT IN NEW YORK CITY. WITH FAMILY AS THE PRIMARY SOURCE OF TRADITIONS AND VALUES, TEACHERS HELP CHILDREN APPRECIATE THEIR PERSONAL BACKGROUNDS AND IDENTITIES, WHILE ACCEPTING AND APPRECIATING THOSE OF OTHERS. THE SCHOOL IS PART OF THE INDEPENDENT SCHOOL ADMISSION ASSOCIATION OF GREATER NEW YORK (ISAAGNY). ISSAGNY PLACES A NON-DISCRIMINATION POLICY AD IN THE NEW YORK TIMES EACH YEAR ON BEHALF OF ALL ITS MEMBERS. THE SCHOOL'S NON-DISCRIMINATION POLICY CAN ALSO BE FOUND ON THE SCHOOL'S HOMEPAGE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED REIMBURSEMENTS FROM THE NYS EDUCATION DEPARTMENT FOR SAFETY EQUIPMENT, MATHEMATICS, SCIENCE, AND TECHNOLOGY TEACHERS, AND FOR STATE MANDATES MET IN THE PRIOR SCHOOL YEAR. BENEFIT 255799 184780 71019 78000 7290 31334 255799 184780 71019 78000 7290 31334 116624 -45605 1 FINANCIAL AID FOR STUDENTS - TUITION 76 3553903 FINANCIAL AID FOR STUDENTS - AUXILIARY PROGRAMS 64 124619 NON-TUITION FINANCIAL AID FOR STUDENTS 34 62029 PART I, LINE 2: CITY AND COUNTRY SCHOOL AWARDS FINANCIAL AID TO STUDENTS BASED ON NEED. THE FINANCIAL AID IS A REDUCTION OF THE TUITION CHARGE OR AUXILIARY PROGRAM FEES DURING THE ACADEMIC YEAR. FAMILIES APPLYING FOR FINANCIAL AID SUBMIT AN APPLICATION VIA SSS (SCHOOL AND STUDENT SERVICES) BY NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS). SSS PERFORMS AN ANALYSIS OF INCOME, ASSETS, AND LIABILITIES IN AN EFFORT TO DETERMINE AN ESTIMATED AMOUNT THAT THEY BELIEVE THE FAMILY CAN AFFORD TO PAY FOR AN INDEPENDENT EDUCATION. THIS DATA IS COMPILED AND REVIEWED BY THE FINANCIAL AID COMMITTEE ALONG WITH SUPPORTING DOCUMENTATION TO DETERMINE THE AMOUNT OF FINANCIAL AID. X X X X 1 0 0 0 0 0 0 1 0 FRANK PATTI PRINCIPAL 437955 0 20000 0 55201 0 17250 0 54995 0 585401 0 0 0 MIKE JACKSON DIRECTOR OF FINANCE 252412 0 0 0 7762 0 0 0 15672 0 275846 0 0 0 MINDY N SCHEFEN FORMER DIR. OF FINANCE & OPERATIONS 0 0 0 0 268458 0 0 0 0 0 268458 0 201344 0 SCOTT MORAN EXECUTIVE DIR. OF CAROLINE PRATT 156658 0 0 0 92828 0 0 0 18835 0 268321 0 0 0 KAREN BRANDT DIRECTOR OF MIDDLE/UPPER SCHOOL 213123 0 0 0 1403 0 18005 0 28520 0 261051 0 0 0 JULIE CLARDY DIRECTOR OF COMMUNICATIONS 191062 0 0 0 5164 0 10061 0 25415 0 231702 0 0 0 MELISSA RITCHIE DIRECTOR OF DEVELOPMENT 212560 0 0 0 574 0 10750 0 1717 0 225601 0 0 0 GIRISH THADHANI CONTROLLER 183942 0 0 0 653 0 15000 0 15008 0 214603 0 0 0 PART I, LINE 4A MINDY SCHEFEN DIRECTOR OF FINANCE AND OPERATIONS THRU 9/30/23 RECEIVED A SEVERANCE PAYMENT OF $268,458. PART I, LINE 7 CERTAIN INDIVIDUALS RECEIVED A DISCRETIONARY BONUS DURING THE YEAR REPORTED IN THEIR 2024 W-2. A INDUSTRIAL DEVELOPMENT AUTHORITY OF PHOENIX ARIZONA 522038405 000000000 2020-04-01 13134852 REFI ACQUISITION, CONSTRUCTION, IMPROVEMENT & EQUIPPING FACILITIES 2013 0 0 0 A 3945823 13134852 13134852 2013 1 0 1 1 A 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 199250 FINANCIAL AID FOR STUDENTS - TUITION TUITION DISCOUNT 2902 FINANCIAL AID FOR STUDENTS - OTHER NON-TUITION FINANCIAL AID OTHER NON-TUTION FINANCIAL AID 8608 FINANCIAL AID FOR STUDENTS - AUXILIARY PROGRAMS AUXILIARY PROGRAM FEE DISCOUNT X 9 51027 AVG. SELLING PRICE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M. FORM 990, PART III, LINE 1: TO CREATE A VITAL SCHOOL COMMUNITY THAT SUPPORTS THE CHILDREN'S INNATE PASSION FOR LEARNING WHILE ALSO EXPANDING THEIR UNDERSTANDING OF COMMUNITIES AND CULTURES THAT EXIST BEYOND SCHOOL AND HOME; BY POSTING QUESTIONS THAT ELICIT IMAGINATIVE THINKING, PROBLEM-SOLVING AND DECISION-MAKING IN PURSUIT OF A DEEPER PERSPECTIVE, AND IN THE PARTNERSHIP OF LEARNING AMONG CHILDREN AND TEACHERS, TO LIVE COMMUNITY THROUGH PURPOSEFUL EXPERIENCES THAT FOSTER RESPONSIBILITY, COOPERATION, ACTIVE PARTICIPATION, CARE, AND RESPECT QUALITIES NECESSARY TO THE LIFE OF A DEMOCRATIC SOCIETY. FORM 990, PART III, LINE 2 THE CAROLINE PRATT CENTER LLC BEGAN OFFERING WORKSHOPS TO EDUCATORS IN FY25. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR, THE ORGANIZATION AMENDED AND RESTATED ITS BYLAWS. THE CHANGES INCLUDED UPDATES TO BOARD SIZE AND TERM LIMITS, MEETING FREQUENCY, COMMITTEE STRUCTURE AND RESPONSIBILITIES, AND THE FREQUENCY OF THE PRESIDENT'S PERFORMANCE REVIEW. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS REVIEWED AND APPROVED BY THE AUDIT AND RISK COMMITTEE. AFTER APPROVAL FROM THE AUDIT AND RISK COMMITTEE, A COPY OF THE RETURN IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING, HOWEVER SCHEDULE B IS REDACTED TO PROTECT DONOR PRIVACY. ANY REQUIRED EDITS WERE COMMUNICATED TO MANAGEMENT AND REFLECTED IN THE FINAL RETURN FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, COMMITTEE MEMBERS, AND SENIOR STAFF ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. A TRUSTEE OR COMMITTEE MEMBER HAVING INTEREST IN A CONTRACT OR OTHER TRANSACTION COMING BEFORE THE BOARD FOR AUTHORIZATION, APPROVAL, CONSIDERATION OR RATIFICATION SHALL GIVE PROMPT, FULL AND FRANK DISCLOSURE OF THEIR INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. UPON SUCH DISCLOSURE, IT SHALL BE PRESENTED TO THE BOARD. THE BOARD SHALL DETERMINE, AT SUCH TIME AS THE DISCLOSURE IS MADE TO THAT BODY, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR COULD REASONABLY BE CONSTRUED TO EXIST. IT SHALL BE THE RESPONSIBILITY OF THE PRINCIPAL AND DIRECTOR OF FINANCE TO MAKE APPROPRIATE INQUIRY CONCERNING ANY SUBSTANTIAL FINANCIAL INTEREST. SUCH TRUSTEE OR COMMITTEE MEMBER MAY NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING WHEREIN THE CONTRACT OR TRANSACTION IS UNDER DISCUSSION OR IS BEING ACTED UPON. FORM 990, PART VI, SECTION B, LINE 15 HEAD OF SCHOOL COMPENSATION IS DETERMINED ANNUALLY BASED ON A BOARD REVIEW PROCESS LED BY THE BOARD CHAIR, WITH CONSULTATION FROM THE EXECUTIVE COMMITTEE (WHICH INCLUDES THE HEAD OF THE COMMITTEE ON TRUSTEES, AS SPECIFIED IN C&C'S BYLAWS). COMPENSATION IS BASED ON A FORMAL, ANNUAL GOAL-SETTING AND REVIEW PROCESS. THE SCHOOL USES COMPARATIVE DATA TO HELP ENSURE THAT COMPENSATION REMAINS FAIR AND COMPETITIVE. THE HEAD OF SCHOOL'S COMPENSATION IS DOCUMENTED IN HIS EMPLOYEE CONTRACT. THE SCHOOL'S PRINCIPAL APPROVES ALL OTHER EMPLOYEE BASE SALARY, SUBJECT TO THE REVIEW AND APPROVAL OF THE BOARD DURING THE ANNUAL BUDGETING PROCESS IN WHICH THE OVERALL SALARY INCREASE IS FIXED. THE PRINCIPAL OF THE SCHOOL UTILIZES SURVEY DATA AND TAKES INTO ACCOUNT LENGTH OF SERVICE AND PERFORMANCE WHEN SETTING COMPENSATION FOR NON-UNION EMPLOYEES. UNION EMPLOYEES ARE PAID IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT. THE COMPENSATION PROCESS OCCURS ANNUALLY. THIS PROCESS WAS LAST COMPLETE IN JUNE OF 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART VII: STEPHANIE LEVEE , SARA HANCE, AND KEVIN GILLESPIE ARE REPORTING COMPENSATION IN PART VII AND SCHEDULE J (AS APPLICABLE) FOR SERVICES RENDERED TO THE SCHOOL AS AN EMPLOYEE OR A CONSULTANT. NONE OF THE INDIVIDUALS REPORTED ARE RECEIVING COMPENSATION FOR SERVING AS A TRUSTEE OF THE BOARD. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CAROLINE PRATT CENTER LLC 146 WEST 13TH STREET NEW YORK NY 10011 934836019 PROGRESSIVE EDUCATION AND TRAINING DE 505000 425403 THE CITY AND COUNTRY SCHOOL