2021-04-07T11:53:12-05:00 2020-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-07-01 135562983 THE CITY AND COUNTRY SCHOOL INC CITY 2122427802 146 WEST 13TH STREET NEW YORK NY 10011 MINDY N SCHEFEN DIRECTOR OF FINANCE & OPERATIONS 2122427802 2021-04-07 1 GARRETT M HIGGINS P00543209 9143818900 2021-04-07 2019 2022-09-23 18:48:47Z MINDY N SCHEFEN 146 WEST 13TH STREET NEW YORK NY 10011 29212151 0 X WWW.CITYANDCOUNTRY.ORG X 1914 NY TO PROVIDE FOR THE EDUCATIONAL NEEDS OF CHILDREN FROM NURSERY THROUGH EIGHTH GRADE. 21 16 170 220 0 0 1574395 1757637 17191914 17372355 331659 186006 60347 32767 19158315 19348765 2153986 2333662 0 0 10867956 12068747 7656 9749 414871 3922950 3838351 16952548 18250509 2205767 1098256 47833022 49418358 17049904 17411228 30783118 32007130 SEE SCHEDULE O. 0 0 13419668 2333662 17373250 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, WE STRIVE TO CREATE A VITAL SCHOOL COMMUNITY THAT SUPPORTS EACH CHILD'S INNATE PASSION FOR LEARNING WHILE ALSO EXPANDING HIS OR HER UNDERSTANDING OF COMMUNITIES AND CULTURES THAT EXIST BEYOND SCHOOL AND HOME. THE SCHOOL PROVIDED SERVICES TO 366 STUDENTS IN THE 2019 - 2020 SCHOOL YEAR. 13419668 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 71 0 170 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MINDY N SCHEFEN 2125065944 146 WEST 13TH STREET NEW YORK NY 10011 SCOTT MORAN PRINCIPAL 40.00 X X 500766 0 73660 MINDY SCHEFEN DIRECTOR OF FINANCE & OPERATIONS 40.00 X 236259 0 25050 MICHELE BLOOM LEARNING SPECIALIST 40.00 X 152455 0 34079 PENNY ARNOLD DIRECTOR OF DEVELOPMENT 40.00 X 160032 0 21259 ELISE BAUER DIRECTOR OF ADMISSIONS 40.00 X 150884 0 29271 REEM ABU-AMARA DIRECTOR OF TECHNOLOGY 40.00 X 145537 0 26726 GIRISH THADHANI CONTROLLER 40.00 X 144423 0 17359 JESSICA VANDER SALM TEACHER TRUSTEE 40.00 X 107484 0 21271 BENJAMIN SEARS FORMER TEACHER TRUSTEE 40.00 X 65576 0 25946 ANISAH MOONSAMMY TEACHER TRUSTEE 40.00 X 66107 0 13973 JOSEPH FRANKEL FORMER TEACHER TRUSTEE 40.00 X 63814 0 14743 JOHN KOLZ CHAIR 7.00 X X 0 0 0 JOSH CENDER TREASURER 7.00 X X 0 0 0 KATE BOSTOCK SECRETARY 7.00 X X 0 0 0 D EDWARD MARTIN TRUSTEE 1.00 X 0 0 0 LEAH MODIGLIANI TRUSTEE 1.00 X 0 0 0 ELLEN NEWHOUSE TRUSTEE 1.00 X 0 0 0 JENNIFER SAGE TRUSTEE 5.00 X 0 0 0 ALFRED BLITZER TRUSTEE 1.00 X 0 0 0 BARRY MUNGER TRUSTEE 7.00 X 0 0 0 VERONICA SAVAGE TRUSTEE 2.00 X 0 0 0 COURTNEY SMITH TRUSTEE 1.00 X 0 0 0 LAKSHMAN ACHUTHAN TRUSTEE 1.00 X 0 0 0 NAMITA TOLIA TRUSTEE 1.00 X 0 0 0 SHEELAH FEINBERG TRUSTEE 1.00 X 0 0 0 MITAL PATEL TRUSTEE 1.00 X 0 0 0 AZ JENKINS TRUSTEE 1.00 X 0 0 0 BRUCE WILPON TRUSTEE 1.00 X 0 0 0 PAUL SALMON TRUSTEE 1.00 X 0 0 0 1793337 0 303337 19 1 1 0 PAWLEY INTERIOR CONTRACTING INC 336 EAST 94TH STREET NEW YORK NY 10128 CONSTRUCTION SERVICES 152788 INTEGRATED SECURITY SERVICES INC PO BOX 780865 PHILADELPHIA PA 191780865 SECURITY SERVICES 134360 2 410997 38567 1308073 142725 1757637 TUITION AND FEES 611110 16830100 16830100 AUXILIARY SERVICES 611110 279020 279020 MANDATED SERVICES 611110 201487 201487 STUDENT EVENTS 611110 22018 22018 APPLICATION FEES 611110 13650 13650 26080 26080 17372355 321933 321933 650 650 9491027 9626954 -135927 -135927 -135927 165857 410997 227788 -61931 -61931 9539 8644 895 895 INSURANCE REBATES 900099 54979 54979 IRS REFUND 900099 31147 31147 OTHER INCOME 900099 7027 7027 93153 19348765 17373250 0 217878 2333662 2333662 1085713 215769 869944 215897 215218 589 90 8374058 5981209 2099238 293611 482397 354271 112656 15470 1152838 804882 319375 28581 757844 479998 257563 20283 93983 93983 51240 51240 9749 9749 556999 447120 109085 794 93195 81003 12192 209705 136501 53729 19475 208863 44931 163842 90 1045214 1027206 15625 2383 61419 57802 3383 234 129609 63464 66145 936685 911207 22106 3372 58895 58895 INSTRUCTIONAL AND AUXIL 215579 215579 LUNCH AND SNACKS EXPENS 120959 120959 ANNUAL BOND ISSUER FEE 9958 9958 UBIT TAX EXPENSE 7100 6907 167 26 38948 2983 27444 8521 18250509 13419668 4415970 414871 6292130 3308037 6880917 11394917 675255 395969 181883 158663 35197993 11467862 24490966 23730131 9226941 10360621 84930 70020 47833022 49418358 615453 614272 3626855 2444497 12807596 12260959 0 2091500 17049904 17411228 X 24342492 25097336 6440626 6909794 30783118 32007130 47833022 49418358 1098256 125756 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8319003 316360 325425 30000 8930788 7538749 326500 486744 30000 2990 8319003 6682575 278320 577854 7538749 5161473 844135 676967 6682575 4900516 302082 -40603 -522 5162517 0.24390 0.73140 0.02470 0 0 5152000 5152000 28216898 10009120 18207778 87432 25228 62204 1723474 1433514 289960 18189 18189 23730131 PPP LOAN 2091500 2091500 X 17149503 125756 8644 134400 17015103 2333662 2333662 19348765 15925491 8644 8644 15916847 2333662 2333662 18250509 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, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF COST OF GOODS SOLD TO PART VIII, LINE 10B 8,644. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID EXPENSES TO PART IX, LINE 2 2,333,662. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF COST OF GOODS SOLD TO PART VIII, LINE 10B 8,644. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID EXPENSES TO PART IX, LINE 2 2,333,662. 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 OUR 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 IN THE ADMISSIONS SECTION OF ITS WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES A GRANT FROM THE NYS EDUCATION DEPARTMENT FOR SCHOOL SAFETY. ANNUAL BENEFIT 576854 410997 165857 21120 62932 4650 139086 576854 410997 165857 21120 62932 4650 139086 227788 -61931 1 FINANCIAL AID FOR STUDENTS 72 2333662 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 0 0 X X X X 0 0 0 0 0 0 0 1 0 SCOTT MORAN PRINCIPAL 314664 0 0 0 186102 0 28750 0 44910 0 574426 0 0 0 MINDY SCHEFEN DIRECTOR OF FINANCE & OPERATIONS 207609 0 9000 0 19650 0 11475 0 13575 0 261309 0 0 0 MICHELE BLOOM LEARNING SPECIALIST 131670 0 15000 0 5785 0 14000 0 20079 0 186534 0 0 0 PENNY ARNOLD DIRECTOR OF DEVELOPMENT 159486 0 0 0 546 0 8160 0 13099 0 181291 0 0 0 ELISE BAUER DIRECTOR OF ADMISSIONS 150325 0 0 0 559 0 15300 0 13971 0 180155 0 0 0 REEM ABU-AMARA DIRECTOR OF TECHNOLOGY 142509 0 2500 0 528 0 14550 0 12176 0 172263 0 0 0 GIRISH THADHANI CONTROLLER 130320 0 7500 0 6603 0 6675 0 10684 0 161782 0 0 0 BENJAMIN SEARS FORMER TEACHER TRUSTEE 63360 0 2000 0 216 0 3582 0 22364 0 91522 0 0 0 JOSEPH FRANKEL FORMER TEACHER TRUSTEE 63625 0 0 0 189 0 3224 0 11519 0 78557 0 0 0 PART I, LINE 1A THE PRINCIPAL OF THE ORGANIZATION, SCOTT MORAN, RECEIVES A TAXABLE HOUSING ALLOWANCE OF $50,000. PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED A DISCRETIONARY BONUS DURING THE YEAR REPORTED IN THEIR 2019 W-2: - MINDY SCHEFEN - $9,000 - JESSICA VANDER SALM - $2,000 - MICHELE BLOOM - $15,000 - REEM ABU-AMARA - $2,500 - GIRISH THADHANI - $7,500 A INDUSTRIAL DEVELOPMENT AUTHORITY OF PHOENIX ARIZONA 860447254 2011-12-07 17150000 REFI ACQUISITION, CONSTRUCTION, IMPROVEMENT & EQUIPPING FACILITIES 2003 0 0 0 A 3896581 17150000 607163 190543 16352294 2003 1 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 54864 FINANCIAL AID FINANCIAL AID X 1 80000 ARTIST VALUE X 14 62725 AVG. SALES PRICE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS REPRESENTED IN COLUMN (B). FORM 990, PART III, LINE 1 TO CREATE A VITAL SCHOOL COMMUNITY THAT SUPPORTS EACH CHILD'S INNATE PASSION FOR LEARNING WHILE ALSO EXPANDING HIS OR HER 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 VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS REVIEWED AND APPROVED BY THE AUDIT AND RISK COMMITTEE. AFTER THE AUDIT AND RISK COMMITTEE, A COPY OF THE RETURN IS PROVIDED TO THE FULL BOARD PRIOR TO FILING, HOWEVER SCHEDULE B IS REDACTED TO PROTECT DONOR PRIVACY. PLEASE NOTE THAT AN UN-REDACTED COPY OF THE 990 WAS MADE AVAILABLE AT A BOARD MEETING AND THAT EACH BOARD MEMBER WAS TOLD THAT THEY MAY HAVE A FULL COPY UPON REQUEST TO REVIEW. 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 HIS OR HER 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 PRESIDENT OF THE CORPORATION 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). HISTORICALLY THE PROCESS WAS MORE SUBJECTIVE AND LED BY COMPENSATION COMMITTEE OF THE BOARD. THAT COMMITTEE AND PROCESS WAS DEEMED TO BE TOO NARROW, AND THE PROCESS GOING FORWARD IS INTENDED TO BE MORE RIGOROUS. COMPENSATION WILL BE 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 IS HIS EMPLOYEE CONTRACT. THE SCHOOL'S PRINCIPAL APPROVES ALL OTHER COMPENSATION, SUBJECT TO THE REVIEW AND APPROVAL OF THE BOARD WHEN THE ANNUAL OVERALL INCREASES ARE FIXED. THE PRINCIPAL OF THE SCHOOL UTILIZES SURVEY DATA AND TAKES INTO ACCOUNT LENGTH OF SERVICE AND PERFORMANCE WHEN SETTING COMPENSATION. THE COMPENSATION PROCESS OCCURS ANNUALLY. THIS PROCESS WAS LAST COMPLETE IN JUNE OF 2019. 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 AT 146 WEST 13TH STREET, NEW YORK, NY 10011 OR BY CALLING THE ORGANIZATION DIRECTLY AT 212-242-7802. 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.