2022-11-15T13:59:27-06:00 2022-06-30 061415579 Capossela Cohen LLC 368 Center Street Southport CT 06890 990 2021-07-01 060646765 New Canaan Country School Inc NEWC 2039720771 PO Box 997 New Canaan CT 068400997 Anne Marie Schettini-Lynch Chief Financial Officer 2038015651 2022-11-09 1 Anne Marie Schettini-Lync 999009999 Nathaniel S Yordon CPA P00045695 2032547000 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Aaron C Cooper PO Box 997 New Canaan CT 068400997 48386576 0 X www.countryschool.net X 1916 CT The mission of the New Canaan Country School 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. 24 21 323 175 62789 61789 8242109 11012770 23058740 24362137 3169341 1364181 12843 3147577 34483033 39886665 0 0 0 0 22700143 20952098 0 0 1586201 10031655 10157017 32731798 31109115 1751235 8777550 119743357 109420608 24752591 12777545 94990766 96643063 New Canaan Country School, Inc. is an elementary school grades Pre K-9 and is accredited by the Connecticut Association of Independent Schools. 0 0 24199048 24342407 Education expenses incurred for the primary education enrollment of 566 students. 1433654 19730 Horizons is a full-scholarship year-round academic and enrichment program serving approximately 395 disadvantaged students per year primarily from Stamford and Norwalk. 25632702 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 127 0 1 323 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Anne Marie Schettini-Lynch 2039720771 545 Ponus Ridge Road New Canaan CT 068400997 Sarah M Irwin President 10.00 X X 0 0 0 F Tucker Golden Vice President 10.00 X X 0 0 0 Michael J DiBiasio Treasurer 10.00 X X 0 0 0 Tara Coniglio Secretary 10.00 X X 0 0 0 John M Ryan Member at Large 5.00 X 0 0 0 Yolanda Seals-Coffield Member at Large 5.00 X 0 0 0 Sharon Gibbons Member at Large 5.00 X 0 0 0 Dr Christopher M Bogart Trustee 5.00 X 0 0 0 Arlety Bowman Trustee 5.00 X 0 0 0 Sean Flanagan Trustee 5.00 X 0 0 0 Arman C Gokgol-Kline Trustee 5.00 X 0 0 0 Gwendolyn R Golden Trustee 5.00 X 0 0 0 Catherine Jefferson Trustee 5.00 X 0 0 0 Sarah Young Kilcullen Trustee 5.00 X 0 0 0 Mariko G LeBaron Trustee 5.00 X 0 0 0 Monique S Mims Trustee 5.00 X 0 0 0 Douglas Ryder Trustee 5.00 X 0 0 0 Elisabeth Schmitt Trustee 5.00 X 0 0 0 Jawanda P Staber Trustee 5.00 X 0 0 0 Rebecca Thornton Trustee 5.00 X 0 0 0 Brayden S Henry Faculty Representative 40.00 X 91577 0 30732 Jeannie Staunton Bean Faculty Representative 40.00 X 108057 0 12620 Aaron C Cooper Head of School 70.00 X X 488903 0 102676 Victor Catano CFO 40.00 X 227542 0 95953 Ryan Smith Dir. of Advancement 40.00 X 209144 0 51372 Pamela Safford Director of Enrollment 40.00 X 193622 0 46431 Meaghan Mallin Administrator 40.00 X 185227 0 135264 Karl Palmgren Administrator 40.00 X 165676 0 89364 Kristen Rosolen Administrator 40.00 X 155245 0 101797 Diane Briggs Administrator 40.00 X 149915 0 14810 David Stoller Administrator 40.00 X 146731 0 38226 2121639 0 719245 57 0 1 0 Dattco Inc 583 South Street New Britain CT 06051 Transportation 1031785 Flik International PO Box 91337 Chicago IL 60693 Food Service 630792 IBS Building Service Contractors 3606 43rd Avenue Long Island City NY 11101 Construction 234701 Blackbaud Inc 65 Fairchild Street Charleston SC 29492 Instructional software consulting 151011 Ash Creek Enterprises Inc 110 Broadbridge Avenue Stratford CT 06615 Information technology services 126202 5 744109 4779052 5489609 129341 11012770 Tuition & Fees 611710 21870663 21870663 Transportation 611710 924468 924468 Cafeteria 611710 651635 651635 Miscellaneous 611710 588884 588884 Faculty Housing 611710 326487 326487 24362137 1602193 1602193 8172885 8410897 -238012 -238012 -238012 98047 744109 89014 9033 9033 Retiree Health 3075755 3075755 UBTI - Pass-through Entities 523000 62789 62789 3138544 39886665 24362137 62789 4448969 1456533 885873 266294 304366 12893237 10688453 1490505 714279 946163 777975 118561 49627 4568887 4015717 309516 243654 1087278 898147 120158 68973 295056 295056 646691 297474 349217 301388 3260 268350 29778 149364 149364 1193281 1174015 19266 30535 30535 2447253 2447253 194021 173376 20645 Auxiliary Services 2762315 2762315 Instructional Support 769851 761495 3348 5008 General & Administrativ 629296 629296 Instructional Programs 567450 567450 170516 170516 31109115 25632702 3890212 1586201 14337 35559 7996900 5869950 4228602 2219718 190584 2887 1039418 477148 78039419 32366491 47181260 45672928 34392477 30169980 24579779 23620977 120000 1351461 119743357 109420608 1544738 1254321 4303753 4081296 9337371 1169677 9566729 6272251 24752591 12777545 X 51010953 57187368 43979813 39455695 94990766 96643063 119743357 109420608 8777550 -7125253 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60026079 418932 -5760549 1714056 295056 52675350 47447260 2560268 12030417 1770056 241810 60026079 46982566 150421 2316095 1741313 260509 47447260 45917226 515681 2548392 1729320 269413 46982566 44068565 550875 3253839 1709379 246674 45917226 0.28470 0.47140 0.24390 0 0 6706308 6706308 66573342 28790043 37783299 986098 842856 143242 3773671 2733592 1040079 45672928 Common Fund Capital Partners 1999, L.P. 1173 F Common Fund Capital Partners 2000, L.P. 43408 F Lone Pine Cascade, L.P. 1664361 F Forester Partners, L.P. 1834936 F Blackrock Private Capital Off-shore, L.P. 19634 F SEI GPA IV Private Equity Fund 2952214 F Farallon Equity Partners 3085604 F Old Farm Partners Master Fund L.P. 2617663 F Semper Vic Partners L.P. 2455973 F Winston Global Fund L.P. 2837023 F Forester Opportunity Series, L.P. 2745 F Forester Strategic Opportunities L.P. 1815796 F Harbourvest Dover Street L.P. 1337287 F Oaktree Opportunitied Fund, L.P. 1790633 F Forester Series FSO II, L.P. 412034 F Forester Strategic Opportunities II L.P. 750493 F 23620977 Accrued Post-retirement health care benefits 6272251 6272251 X 32466356 -7125253 -7125253 39591609 295056 295056 39886665 30814059 0 30814059 295056 295056 31109115 Part X, Line 2: The School is a qualified organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. The School recognizes the effect of income tax positions only if those positions are more likley than not to be sustained. Management has determined that the School had no uncertain tax positions that would require financial statement recognition or disclosure. Tax years dating back to 2018 are open for examination by federal and state tax authorities. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The School annually places an advertisement in a major regional newspaper announcing its nondiscriminatory policy. This policy is also included on the School's website, and in all printed marketing materials and employee handbooks. Schedule E, Part I, Line 6 The School receives government assistance from the Town of New Canaan for transportation services in the amount of $212,300 as well as $113,042 for a nursing subsidy under Town Statute 10-217a. Horizons Mosaic 766979 668932 98047 87392 Horizons - Peripheral 75177 75177 1622 842156 744109 98047 89014 89014 9033 X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Aaron C Cooper Head of School 488903 0 0 0 0 0 21744 0 80932 0 591579 0 0 0 Victor Catano CFO 227542 0 0 0 0 0 16974 0 78979 0 323495 0 0 0 Meaghan Mallin Administrator 185227 0 0 0 0 0 13992 0 121272 0 320491 0 0 0 Ryan Smith Dir. of Advancement 209144 0 0 0 0 0 16212 0 35160 0 260516 0 0 0 Kristen Rosolen Administrator 155245 0 0 0 0 0 15342 0 86455 0 257042 0 0 0 Karl Palmgren Administrator 165676 0 0 0 0 0 11670 0 77694 0 255040 0 0 0 Pamela Safford Director of Enrollment 193622 0 0 0 0 0 17322 0 29109 0 240053 0 0 0 David Stoller Administrator 146731 0 0 0 0 0 14586 0 23640 0 184957 0 0 0 Diane Briggs Administrator 149915 0 0 0 0 0 12750 0 2060 0 164725 0 0 0 X 9 129341 Mean High/Low 0 1 0 Form 990, Part VI, Section B, line 11b New Canaan Country School recognizes that the governance role of its Board of Trustees includes the annual review of the Form 990. Accordingly, the School requires review of the Form 990 by the Board of Trustees prior to its filing on an annual basis. 1. The School's external auditors, Capossela Cohen, LLC are responsible for the timely preparation of Form 990. To facilitate this process, the Accounting Department of the School shall provide accurate and timely information as it becomes requested by the audit firm. 2. The completed Form 990 will be provided to a committee of the Board of Trustees comprised of Board Officers and the Audit Committee sufficiently in advance of the filing deadline to enable a detailed and conscienctious review by all members of the committee. All questions and concerns of the members of the committee will be addressed by the Chief Financial Officer and Controller and incorporated into the Form 990 as deemed appropriate. A committee meeting of the committee members shall be scheduled if deemed appropriate. 3. All members of the Board of Trustees will receive a copy of the completed Form 990 in advance of the filing deadline. All questions or concerns of the members of the Board of Trustees will be addressed by the Chief financial Officer and Controller and incorporated into Form 990 as appropriate. 4. After all input from the Board of Trustees and sub-committees have been appropriately addressed, senior management of the School will file the final Form 990 as required. 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. A complete list of vendors which the Organization carries on business with is furnished to these individuals. They are required to review the list and indicate if there is any personal, family or business relationship with such vendors. Form 990, Part VI, Section B, line 15 The Chief Financial Officer compiles comparative compensation information from Heads of School on a regional and national level. This information is considered by the Executive Committe of the Board of Trustees who make all decisions on determining compensation. Minutes from these meetings are retained in writing and are kept confidential. Form 990, Part VI, Section C, line 19 The organization makes these items available to the public upon request. 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, Countryschool.net.