NEW CANAAN COUNTRY SCHOOL INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NEW CANAAN COUNTRY SCHOOL INC (EIN 06-0646765)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349312748
- Schema version
- 2023v6.0
- 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 B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T21:47:29-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEW CANAAN COUNTRY SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWC | BusinessNameControlTxt |
| Phone | 2039720771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 FROGTOWN ROAD | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANINE TESBIR | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 2039720771 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MODELSON | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON COOPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 FROGTOWN ROAD | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,036,564 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COUNTRYSCHOOL.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | NEW CANAAN COUNTRY SCHOOL, INC. IS AN ELEMENTARY SCHOOL, GRADES BEGINNERS 9, ACCREDITED BY THE CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS. ITS MISSION IS TO GUIDE STUDENTS TO REACH THEIR INTELLECTUAL, CREATIVE, MORAL, AND PHYSICAL POTENTIAL. THE ORGANIZATION VALUES THE IMAGINATION AND CURIOSITY OF CHILDREN AND RESPECTS CHILDHOOD AS AN INTEGRAL PART OF LIFE. THE ORGANIZATION'S TEACHERS SET HIGH ACADEMIC STANDARDS AND CHALLENGE STUDENTS TO QUESTION, THINK, COLLABORATE, AND ACT WITH INTEGRITY. THE SCHOOL WORKS IN PARTNERSHIP WITH FAMILIES TO TEACH PERSONAL, SOCIAL, AND ENVIRONMENTAL RESPONSIBILITY AND TO CREATE A COMMUNITY THAT HONORS DIVERSITY AND OUR COMMON HUMANITY. NEW CANAAN COUNTRY SCHOOL INSPIRES STUDENTS TO BE LIFELONG LEARNERS WITH THE COURAGE AND CONFIDENCE TO MAKE A POSITIVE CONTRIBUTION TO THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 340 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $95,141 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $41,032 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,669,687 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,535,497 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,630,720 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,932,837 | CYProgramServiceRevenueAmt |
| PY Investment Income | $302,107 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,976,968 | CYInvestmentIncomeAmt |
| PY Other Revenue | $195,557 | PYOtherRevenueAmt |
| CY Other Revenue | $246,642 | CYOtherRevenueAmt |
| PY Total Revenue | $33,798,071 | PYTotalRevenueAmt |
| CY Total Revenue | $41,691,944 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,821,783 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,810,413 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,266,454 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,903,342 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,358,220 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,671,829 | PYOtherExpensesAmt |
| CY Other Expenses | $10,810,870 | CYOtherExpensesAmt |
| PY Total Expenses | $34,760,066 | PYTotalExpensesAmt |
| CY Total Expenses | $36,524,625 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$961,995 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,167,319 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,754,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,587,166 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,297,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,996,398 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,457,104 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,590,768 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE CREATE AN ACTIVE, JOYFUL LEARNING ENVIRONMENT WHERE CHILDREN ARE CHALLENGED TO THINK DEEPLY, QUESTION CONFIDENTLY, AND ACT GENEROUSLY SO THAT THEY MAY LEAD LIVES OF IMPACT AND PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,276,410 | ExpenseAmt |
| Grant | $2,810,413 | GrantAmt |
| Revenue | $27,993,676 | RevenueAmt |
| Desc | EDUCATION EXPENSES INCURRED FOR THE PRIMARY EDUCATION ENROLLMENT OF 571 STUDENTS IN GRADES BEGINNERS THROUGH GRADE 9. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,610,725 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $16,900 | RevenueAmt |
| Desc | HORIZONS IS A FULL-SCHOLARSHIP YEAR-ROUND ACADEMIC AND ENRICHMENT PROGRAM SERVING APPROXIMATELY 400 DISADVANTAGED STUDENTS EACH YEAR, PRIMARILY FROM STAMFORD AND NORWALK. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,887,135 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 340 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANINE TESBIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039720771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 FROGTOWN ROAD | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SARAH IRWIN | ||||||||
| PRESIDENT, THRU 2023 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TUCKER GOLDEN | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ARMAN C GOKGOL-KLINE | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DIBIASIO | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHARON TELES | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ARLETY BOWMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE GODINA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH KILCULLEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG RYDER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA THORNTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX FIGUEROA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS BOGART | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEN KLINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAWANDA STABER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI LOCKE-SIMON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AARON COOPER | ||||||||
| HEADMASTER | 50.00 | Yes (X) | Yes (X) | $963,416 | $0 | $277,045 | ||
| MAURICIA GARDINER | ||||||||
| FACULTY TRUSTEE | 41.00 | Yes (X) | $71,620 | $0 | $144,795 | |||
| DARBY WEBBER | ||||||||
| FACULTY TRUSTEE | 41.00 | Yes (X) | $89,801 | $0 | $21,496 | |||
| TARA CONIGLIO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN RYAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN W GREIG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW F LEBARON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN V RICOTTA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZBETH SCHMITT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MARIE SCHETTINI-LYNCH | ||||||||
| CHIEF FINANCIAL & OPERATIONS | 50.00 | Yes (X) | $307,856 | $0 | $15,263 | |||
| RYAN SMITH | ||||||||
| SENIOR DIRECTOR OF ADVANCEMENT | 40.00 | $219,180 | $0 | $44,357 | Yes (X) | |||
| MEAGHAN MALLIN | ||||||||
| HEAD OF LOWER SCHOOL | 40.00 | $193,611 | $0 | $140,743 | Yes (X) | |||
| NANCY VON EULER | ||||||||
| HORIZONS EXECUTIVE DIRECTOR | 40.00 | $165,950 | $0 | $11,959 | Yes (X) | |||
| KIRSTEN ROSOLEN | ||||||||
| HEAD OF UPPER & MIDDLE SCHOOL | 40.00 | $160,350 | $0 | $55,861 | Yes (X) | |||
| MARK MACRIDES | ||||||||
| DIRECTOR OF COMMUNITY ENGAGEMENT | 40.00 | $160,342 | $0 | $29,256 | Yes (X) | |||
| JOANN CORSILLO | ||||||||
| CONTROLLER | 40.00 | $158,793 | $0 | $23,919 | Yes (X) | |||
| BROOKE ARTHUR | ||||||||
| DIR. OF STRATEGY & COMMUNICATIONS | 40.00 | $152,857 | $0 | $127,833 | Yes (X) | |||
| RESHAN RICHARDS | ||||||||
| DIRECTOR OF STUDIES | 40.00 | $168,651 | $0 | $195,326 | Yes (X) | |||
| ELIZABETH O'BRIEN | ||||||||
| DIRECTOR OF ENROLLMENT | 40.00 | $160,558 | $0 | $101,277 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,972,985 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,189,130 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIRST STUDENT INC | |||||
| 22157 NETWORK PLACE | CHICAGO | IL | 60673 | BUS TRANSPORTATION | $1,982,287 |
| FLIK INTERNATIONAL CORP | |||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | FOOD SERVICES | $954,211 |
| THE WALKER GROUP INC | |||||
| 20 WATERSIDE DRIVE | FRAMINGTON | CT | 06032 | COMPUTER CONSULTANT | $390,052 |
| IBS BUILDING SERVICE CONTRACTORS INC | |||||
| 36-06 43RD AVENUE | LONG ISLAND CITY | NY | 11101 | CLEANING CONTRACTOR | $366,020 |
| F SANCHEZ LANDSCAPING SERVICE LLC | |||||
| 23 VICTOR STREET | DANBURY | CT | 06810 | LANDSCAPER | $271,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $800,883 | FundraisingAmt |
| Government Grants | $540,226 | GovernmentGrantsAmt |
| All Other Contributions | $7,194,388 | AllOtherContributionsAmt |
| Noncash Contributions | $370,171 | NoncashContributionsAmt |
| Total Contributions | $8,535,497 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $25,962,761 | $25,962,761 |
| AUXILIARY SERVICES | 611110 | $1,970,076 | $1,970,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,932,837 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,027,940 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $95,141 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,932,799 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $645,528 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $478,357 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $167,171 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,171 | TotalRevenueColumnAmt |
| Exclusion | $167,171 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,754,381 | SecuritiesAmt |
| Other | $850,404 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,508,986 | SecuritiesAmt |
| Other | $146,771 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,245,395 | SecuritiesAmt |
| Other | $703,633 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,949,028 | TotalRevenueColumnAmt |
| Exclusion | $2,949,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $84,545 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $800,883 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $194,541 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$109,996 | TotalRevenueColumnAmt |
| Exclusion | -$109,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $93,704 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $15,965 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,739 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $99,610 | $99,610 |
| IRS REFUNDS | 900099 | $6,610 | $6,610 |
| CREDIT CARD REWARDS | 900099 | $5,508 | $5,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $111,728 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,691,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,010,576 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $95,141 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,050,730 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,810,413 | TotalAmt |
| Program Services | $2,810,413 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,247,649 | TotalAmt |
| Program Services | $1,479,582 | ProgramServicesAmt |
| Management And General | $432,321 | ManagementAndGeneralAmt |
| Fundraising | $335,746 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,639,118 | TotalAmt |
| Program Services | $11,415,947 | ProgramServicesAmt |
| Management And General | $1,754,171 | ManagementAndGeneralAmt |
| Fundraising | $469,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $956,143 | TotalAmt |
| Program Services | $773,384 | ProgramServicesAmt |
| Management And General | $121,219 | ManagementAndGeneralAmt |
| Fundraising | $61,540 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,848,257 | TotalAmt |
| Program Services | $3,420,204 | ProgramServicesAmt |
| Management And General | $1,225,030 | ManagementAndGeneralAmt |
| Fundraising | $203,023 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,175 | TotalAmt |
| Program Services | $996,058 | ProgramServicesAmt |
| Management And General | $138,567 | ManagementAndGeneralAmt |
| Fundraising | $77,550 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,632 | TotalAmt |
| Management And General | $42,632 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,140 | TotalAmt |
| Management And General | $46,140 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,550 | TotalAmt |
| Management And General | $94,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,381 | TotalAmt |
| Management And General | $557,381 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,818,616 | TotalAmt |
| Program Services | $2,713,122 | ProgramServicesAmt |
| Management And General | $77,181 | ManagementAndGeneralAmt |
| Fundraising | $28,313 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,898 | TotalAmt |
| Program Services | $3,543 | ProgramServicesAmt |
| Management And General | $192,790 | ManagementAndGeneralAmt |
| Fundraising | $37,565 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,263 | TotalAmt |
| Program Services | $384,214 | ProgramServicesAmt |
| Management And General | $198,254 | ManagementAndGeneralAmt |
| Fundraising | $60,795 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,200 | TotalAmt |
| Program Services | $181,501 | ProgramServicesAmt |
| Management And General | $82,475 | ManagementAndGeneralAmt |
| Fundraising | $49,224 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,924 | TotalAmt |
| Program Services | $507,405 | ProgramServicesAmt |
| Management And General | $49,635 | ManagementAndGeneralAmt |
| Fundraising | $5,884 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,383 | TotalAmt |
| Program Services | $71,383 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,613 | TotalAmt |
| Program Services | $47,613 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,729 | TotalAmt |
| Program Services | $2,729 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,553,993 | TotalAmt |
| Program Services | $2,351,394 | ProgramServicesAmt |
| Management And General | $183,746 | ManagementAndGeneralAmt |
| Fundraising | $18,853 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBTI EXPENSES | $457 | $457 | ||
| INSTRUCTIONAL SUPPORT | $1,056,837 | $1,056,837 | ||
| CAFETERIA | $750,647 | $750,647 | ||
| REPAIRS AND MAINTENANCE | $515,234 | $75,240 | $432,303 | $7,691 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,373 | TotalAmt |
| Program Services | $488,856 | ProgramServicesAmt |
| Management And General | $7,481 | ManagementAndGeneralAmt |
| Fundraising | $3,036 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,524,625 | TotalAmt |
| Program Services | $29,887,135 | ProgramServicesAmt |
| Management And General | $5,279,270 | ManagementAndGeneralAmt |
| Fundraising | $1,358,220 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,036,785 | BOYAmt |
| EOY | $4,209,101 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,305,472 | BOYAmt |
| EOY | $4,110,431 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,707,628 | BOYAmt |
| EOY | $3,898,171 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,039 | BOYAmt |
| EOY | $52,554 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,895 | BOYAmt |
| EOY | $5,895 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,769,908 | BOYAmt |
| EOY | $1,175,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,857,653 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,541,932 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,149,403 | BOYAmt |
| EOY | $43,315,721 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,493,183 | BOYAmt |
| EOY | $33,634,771 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,234,045 | BOYAmt |
| EOY | $30,318,373 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,781 | BOYAmt |
| EOY | $866,214 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,754,139 | BOYAmt |
| EOY | $121,587,166 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,858,597 | BOYAmt |
| EOY | $1,542,063 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,398,243 | BOYAmt |
| EOY | $5,107,740 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,744 | BOYAmt |
| EOY | $26,325 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,864 | BOYAmt |
| EOY | $73,112 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,987,587 | BOYAmt |
| EOY | $7,247,158 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,297,035 | BOYAmt |
| EOY | $13,996,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,881,286 | BOYAmt |
| EOY | $59,708,036 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,575,818 | BOYAmt |
| EOY | $47,882,732 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,457,104 | BOYAmt |
| EOY | $107,590,768 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,754,139 | BOYAmt |
| EOY | $121,587,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,167,319 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,208,207 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,241,862 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,659,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,237,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,012,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,669,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,535,497 | CurrentTaxYearAmt |
| Total | $38,114,168 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,659,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,237,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,012,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,669,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,535,497 | CurrentTaxYearAmt |
| Total | $38,114,168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,455,542 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,658,626 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,186,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $891,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,602,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,628,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,578,327 | CurrentTaxYearAmt |
| Total | $8,887,550 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,024 | CurrentTaxYearMinus1YearAmt |
| Total | $180,729 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,075,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,728 | CurrentTaxYearAmt |
| Total | $3,287,272 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,469,719 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $126,139,206 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | RETIREE HEALTH - 2021 AMOUNT: $ 3,075,755. CREDIT CARD REWARDS - 2022 AMOUNT: $ 8,709. 2023 AMOUNT: $ 5,508. MISCELLANEOUS INCOME - 2022 AMOUNT: $ 39,349. 2023 AMOUNT: $ 99,610. RECOVERY OF BAD DEBTS - 2022 AMOUNT: $ 51,731. IRS REFUNDS - 2023 AMOUNT: $ 6,610. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,616,780 | BeginningYearBalanceAmt |
| Contributions | $2,558,013 | ContributionsAmt |
| Investment Earnings Or Losses | $6,352,533 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,157,633 | OtherExpendituresAmt |
| End Year Balance | $62,369,693 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,580,319 | BeginningYearBalanceAmt |
| Contributions | $477,486 | ContributionsAmt |
| Investment Earnings Or Losses | $4,567,944 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,008,969 | OtherExpendituresAmt |
| End Year Balance | $55,616,780 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,026,079 | BeginningYearBalanceAmt |
| Contributions | $418,932 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,760,549 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,714,056 | OtherExpendituresAmt |
| Administrative Expenses | $295,056 | AdministrativeExpensesAmt |
| End Year Balance | $52,675,350 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,447,260 | BeginningYearBalanceAmt |
| Contributions | $2,560,268 | ContributionsAmt |
| Investment Earnings Or Losses | $12,030,417 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,770,056 | OtherExpendituresAmt |
| Administrative Expenses | $241,810 | AdministrativeExpensesAmt |
| End Year Balance | $60,026,079 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,982,566 | BeginningYearBalanceAmt |
| Contributions | $150,421 | ContributionsAmt |
| Investment Earnings Or Losses | $2,316,095 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,741,313 | OtherExpendituresAmt |
| Administrative Expenses | $260,509 | AdministrativeExpensesAmt |
| End Year Balance | $47,447,260 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30190 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,508,329 | OtherCostOrOtherBasisAmt |
| Book Value | $6,508,329 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,032,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,736,038 | DepreciationAmt |
| Book Value | $35,296,873 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,064,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,805,894 | DepreciationAmt |
| Book Value | $1,259,004 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $251,515 | OtherCostOrOtherBasisAmt |
| Book Value | $251,515 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,315,721 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $29,926,983 | F |
| CHARITABLE REMAINDER UNIT TRUST | $391,390 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,318,373 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTRETIREMENT BENEFITS PAYABLE | Desc |
| Amt | $7,247,158 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,247,158 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,759,597 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,208,207 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $494,322 | OtherRevenueAmt |
| Revenue Not Reported | $3,702,529 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,057,068 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $557,838 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,077,038 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,634,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,691,944 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,625,933 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $494,322 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $494,322 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,131,611 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $557,838 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,835,176 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,393,014 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,524,625 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE SCHOOL HOLDS SECURITY DESPOSITS IN AN ESCROW ACCOUNT. THE MONEY IS RETURNED TO THE OWNERS ONCE THEY MOVE OUT. |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT IS USED FOR SCHOOL PROGRAMS, SCHOLARSHIPS, FACULTY ENRICHMENT, AND THE HORIZONS PROGRAM BASED ON THE DESIGNATED FUNDS APPROVED BY THE BOARD OF TRUSTEES AND DONOR RESTRICTIONS. IN FY23 DURING ITS FINANCIAL STATEMENT AUDIT THE SCHOOL RESTATED ITS OPENING BALANCE. |
| 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 EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 15,965. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 478,357. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID REPORTED ON PART IX, LINE 2 2,798,742. POSTRETIREMENT MEDICAL BENEFITS PLAN ADJUSTMENT ON PART XI, LINE 9 1,259,571. SPECIAL EVENTS EXPENSES REPORTED ON PART VIII, LINE 8B 18,725. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 15,965. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 478,357. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID REPORTED ON PART IX, LINE 2 2,798,742. WRITE OFF OF UNCOLLECTIBLE PLEDGES 17,709. SPECIAL EVENTS EXPENSES REPORTED ON PART VIII, LINE 8B 18,725. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECIEVED GOVERMENTAL ASSISTANCE DURING THE FISCAL YEAR. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,541,477 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,541,477 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,541,477 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, FOREIGN FORMS, LINE 1: | THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 926 BECAUSE IT DOES NOT MEET THE APPLICABLE FILING THRESHOLD REQUIREMENT. |
| PART IV, FOREIGN FORMS, LINE 3: | THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD OWNERSHIP OR OTHER FILING REQUIREMENTS. |
| PART IV, FOREIGN FORMS, LINE 5: | THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 8865 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD OWNERSHIP AND OTHER FILING REQUIREMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HORIZONS BENEFIT | Event1Nm |
| Gross Receipts Event1 | $885,428 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $800,883 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,545 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $41,072 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $50,692 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,983 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $84,794 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $885,428 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $800,883 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $84,545 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $41,072 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $50,692 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,983 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $84,794 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $194,541 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$109,996 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID | 74 | $2,798,742 |
| FACULTY GRANT | 1 | $11,671 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL AID COMMITTEE REVIEWS EACH FAMILY INDIVIDUALLY AND CONSIDERS VARIOUS FACTORS SUCH AS DEMONSTRATED NEED, OUTSTANDING DEBT, FAMILY SIZE, FINANCIAL HARDSHIP, AND SPECIAL CIRCUMSTANCES, IF ANY, AND OF COURSE, BUDGET AVAILABILITY. IT IS THE GOAL OF THE PROGRAM TO KEEP THE FAMILY'S CONTRIBUTION AMOUNT APPROXIMATELY THE SAME EACH YEAR EXCEPT FOR THE TUITION INCREASE AMOUNT WHEN ALL THINGS REMAIN BASICALLY THE SAME. NEW CANAAN COUNTRY SCHOOL USES THE SSS FINANCIAL AID APPLICATION TO DETERMINE A FAMILY'S ELIGIBILITY FOR NEED-BASED FINANCIAL AID AND CALCULATE THE RESULTING GRANT. SSS USES FAMILY SIZE, INCOME, AND ASSET INFORMATION IN THE APPLICATION TO ASSESS A FAMILY'S FINANCIAL SITUATION AND AUTOMATICALLY APPLIES A FEE WAIVER IF THE FAMILY QUALIFIES. QUALIFYING FAMILIES SIMPLY BYPASS ALL PAYMENT SCREENS WHEN THEIR APPLICATION IS COMPLETE. THE FACULTY GRANT, THE HEAD OF SCHOOL SOLICITS NOMINATIONS FROM THE FACULTY/STAFF TO DETERMINE WHO SHOULD RECEIVE THE FACULTY GRANT. A NOMINEE MUST BE ELIGIBLE BASED ON THE REQUIREMENTS SET FORTH BY THE GRANT. THE LEADERSHIP TEAM REVIEWS EACH NOMINEE AND SELECTS A RECIPIENT BASED ON THE INDIVIDUAL'S SERVICE TO THE SCHOOL AND SUPPORTING ITS MISSION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AARON COOPER | ||||||||||||||
| HEADMASTER | $479,420 | $0 | $0 | $0 | $483,996 | $0 | $70,625 | $0 | $206,420 | $0 | $1,240,461 | $0 | $50,000 | $0 |
| RESHAN RICHARDS | ||||||||||||||
| DIRECTOR OF STUDIES | $168,106 | $0 | $0 | $0 | $545 | $0 | $8,863 | $0 | $186,463 | $0 | $363,977 | $0 | $0 | $0 |
| MEAGHAN MALLIN | ||||||||||||||
| HEAD OF LOWER SCHOOL | $172,685 | $0 | $0 | $0 | $20,926 | $0 | $13,003 | $0 | $127,740 | $0 | $334,354 | $0 | $0 | $0 |
| ANNE MARIE SCHETTINI-LYNCH | ||||||||||||||
| CHIEF FINANCIAL & OPERATIONS | $306,050 | $0 | $0 | $0 | $1,806 | $0 | $15,263 | $0 | $0 | $0 | $323,119 | $0 | $0 | $0 |
| BROOKE ARTHUR | ||||||||||||||
| DIR. OF STRATEGY & COMMUNICATIONS | $152,478 | $0 | $0 | $0 | $379 | $0 | $12,671 | $0 | $115,162 | $0 | $280,690 | $0 | $0 | $0 |
| RYAN SMITH | ||||||||||||||
| SENIOR DIRECTOR OF ADVANCEMENT | $218,760 | $0 | $0 | $0 | $420 | $0 | $11,213 | $0 | $33,144 | $0 | $263,537 | $0 | $0 | $0 |
| ELIZABETH O'BRIEN | ||||||||||||||
| DIRECTOR OF ENROLLMENT | $159,775 | $0 | $0 | $0 | $783 | $0 | $16,775 | $0 | $84,502 | $0 | $261,835 | $0 | $0 | $0 |
| MAURICIA GARDINER | ||||||||||||||
| FACULTY TRUSTEE | $71,486 | $0 | $0 | $0 | $134 | $0 | $6,050 | $0 | $138,745 | $0 | $216,415 | $0 | $0 | $0 |
| KIRSTEN ROSOLEN | ||||||||||||||
| HEAD OF UPPER & MIDDLE SCHOOL | $159,841 | $0 | $0 | $0 | $509 | $0 | $16,988 | $0 | $38,873 | $0 | $216,211 | $0 | $0 | $0 |
| MARK MACRIDES | ||||||||||||||
| DIRECTOR OF COMMUNITY ENGAGEMENT | $158,267 | $0 | $0 | $0 | $2,075 | $0 | $15,663 | $0 | $13,593 | $0 | $189,598 | $0 | $0 | $0 |
| JOANN CORSILLO | ||||||||||||||
| CONTROLLER | $154,709 | $0 | $0 | $0 | $4,084 | $0 | $7,975 | $0 | $15,944 | $0 | $182,712 | $0 | $0 | $0 |
| NANCY VON EULER | ||||||||||||||
| HORIZONS EXECUTIVE DIRECTOR | $165,950 | $0 | $0 | $0 | $0 | $0 | $11,959 | $0 | $0 | $0 | $177,909 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL RECEIVES HOUSING AS A CONDITION OF HIS EMPLOYMENT WHICH IS A NON-TAXABLE BENEFIT UNDER SECTION 119(B). ADDITIONALLY, THE SCHOOL PAYS FOR VARIOUS MEMBERSHIP CLUB DUES AND TUITION FOR HIS CHILDREN ON BEHALF OF THE HEAD OF SCHOOL, AND SUCH DUES ARE TAXED IN HIS W-2. THE TUITION PAYMENTS WERE GROSSED UP IN HIS W-2. |
| PART I, LINE 4B | AARON COOPER PARTICIPATED IN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING 2023. THE SCHOOL CONTRIBUTED $50,000 DURING CALENDAR YEAR 2023. HE ALSO RECEIVED A DISTRIBUTION IN THE AMOUNT OF $252,882 WHICH WAS INCLUDED IN HIS 2023 W-2. |
| PART I, LINE 7 | THE ORGANIZATION PAID DISCRETIONARY BONUSES TO CERTAIN INDIVIDUALS LISTED IN PART II AS REPORTED IN COLUMN B(II) FOR THE APPLICABLE INDIVIDUALS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $325,816 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,355 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JEN KLINE AND ARMAN GOKGOL-KLINE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE SCHOOL SHALL CONSIST OF THE PARENT OR PARENTS, OR PERSON OR PERSONS STANDING IN LOCO PARENTIS, OF EACH PUPIL ENROLLED IN AND IN ATTENDANCE OF NEW CANAAN COUNTRY SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF TRUSTEES SHALL BE ELECTED BY RESOLUTION OF THE MEMBERS OF THE SCHOOL AT THE ANNUAL MEETING OF THE SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE SCHOOL HOLD THE POWER TO FILL VACANCIES IN THE BOARD OF TRUSTEES AT THE ANNUAL MEETING OF THE MEMBERS OF THE SCHOOL. MEMBERS OF THE SCHOOL MAY ALSO AMENDED THE GOVERNING DOCUMENTS OF THE SCHOOL BY VOTE AT THE ANNUAL MEETING OF THE MEMBERS OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 11B | NEW CANAAN COUNTRY SCHOOL HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED A REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. ONCE THE FORM 990 HAS BEEN PREPARED IT IS REVIEWED BY MANAGEMENT, A REDACTED COPY IS ELECTRONICALLY SHARED WITH THE ENTIRE BOARD FOR THEIR REVIEW. ONCE THE REVIEW IS COMPLETE, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, KEY EMPLOYEES, AND TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY, INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THEY ARE REQUIRED TO INDICATE IF THERE ARE ANY PERSONAL, FAMILY, OR BUSINESS RELATIONSHIP WITH PARTIES WITH WHICH THE SCHOOL DOES BUSINESS. IF CONFLICTS WERE TO OCCUR, THE INDIVIDUALS SHOULD MAKE FULL DISCLOSURE IN WRITING TO HIS OR HER MANAGER OF ANY POTENTIAL CONFLICT OF INTEREST. THEY MUST ALSO DISCLOSE TO THE HEAD OF SCHOOL AND CHIEF FINANCE AND OPERATIONS OFFICER, USING A DISCLOSURE STATEMENT, SUCH POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CHIEF FINANCE AND OPERATIONS OFFICER COMPILES COMPARATIVE COMPENSATION INFORMATION FROM HEADS OF SCHOOL ON A REGIONAL AND NATIONAL LEVEL. FORMS 990 OF SIMILAR SIZE SCHOOLS ARE REVIEWED AS WELL. THIS INFORMATION IS CONSIDERED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO MAKE ALL DECISIONS ON DETERMINING COMPENSATION. MINUTES FROM THESE MEETINGS ARE RETAINED IN WRITING AND KEPT CONFIDENTIAL. COMPENSATION IS REVIEWED ANNUALLY AND WAS LAST UNDERTAKEN IN FISCAL YEAR 2024. THE HEAD OF SCHOOL REVIEWS AND APPROVES THE SALARIES OF THE OTHER OFFICERS AND KEY EMPLOYEES ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 IS 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. ANNUAL REPORTS AND OTHER INFORMATION REGARDING THE ORGANIZATION'S COMMITTEES, MANAGEMENT, ANNUAL GIVING CAMPAIGNS, ENDOWMENT FUNDING, AND SCHOLARSHIP ASSISTANCE CAN BE ACCESSED FROM THE SCHOOL'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT MEDICAL BENEFITS PLAN ADJUSTMENT -1,259,571. WRITE OFF OF UNCOLLECTIBLE PLEDGES 17,709. |
| 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. |