2020-07-14T16:05:29-05:00 2019-06-30 061415579 Capossela Cohen LLC 368 Center Street Southport CT 06890 990 2018-07-01 060646765 New Canaan Country School Inc NEWC 2039720771 PO Box 997 New Canaan CT 068400997 Robert Mueller Chief Financial Officer 2038015651 2020-06-30 1 Nathaniel S Yordon CPA P00045695 2032547000 2020-06-30 24.89.170.50 2020-06-30 09:23:23 ED P 8C6F6A8C966D20F51792A51A5963E3C14B4C3DB3 65B381561B7FFFE1A6670B13903A159B7AB7403F 2018 2021-01-29 14:40:06Z Aaron C Cooper PO Box 997 New Canaan CT 068400997 44996981 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. 26 21 299 650 81357 81357 6278167 6869783 22842443 24449785 2948871 4451880 500485 177516 32569966 35948964 737 0 0 0 20393801 20557136 0 0 1871227 9209765 9983245 29604303 30540381 2965663 5408583 94930456 97616368 16754094 13697524 78176362 83918844 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 23604545 24433458 Education expenses incurred for the primary education enrollment of 595 students. 1326919 16327 Horizons is a full-scholarship year-round academic and enrichment program serving approximately 400 disadvantaged students per year primarily from Stamford and Norwalk. 24931464 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 1 0 0 0 0 0 0 0 0 0 1 200 0 1 299 1 1 1 0 0 0 0 1 1 0 0 0 0 X 26 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Robert Mueller 2039720771 545 Ponus Ridge Road New Canaan CT 068400997 Randall M Salvatore President 10.00 X X 0 0 0 Stephanie Bowling Zeigler Vice President 10.00 X X 0 0 0 Christopher T Baker Treasurer 10.00 X X 0 0 0 Sarah M Irwin Secretary 10.00 X X 0 0 0 Yolanda Seals-Coffield Member at Large 5.00 X 0 0 0 Smita Singh Member at Large 5.00 X 0 0 0 Dr Christopher M Bogart Trustee 5.00 X 0 0 0 Lynn Byrne Trustee 5.00 X 0 0 0 Drew Casertano Trustee 5.00 X 0 0 0 Tara Coniglio Trustee 5.00 X 0 0 0 Marisa DiBiasio Trustee 5.00 X 0 0 0 Gary Engle Trustee 5.00 X 0 0 0 Sharon Gibbons Trustee 5.00 X 0 0 0 Tucker Golden 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 Michael Riccardi Trustee 5.00 X 0 0 0 John Ryan Trustee 5.00 X 0 0 0 Michael Sotirhos Trustee 5.00 X 0 0 0 Brennan Strine Trustee 5.00 X 0 0 0 Caitlin Walsh Trustee 5.00 X 0 0 0 Wilson S Warren Trustee 5.00 X 0 0 0 Megin E Wolfman Trustee 5.00 X 0 0 0 Elizabeth Carroll Faculty Representative 40.00 X 88469 0 39884 Hannah Liu Faculty Representative 40.00 X 58427 0 7563 Dr Robert P Macrae Head of School (Former) 70.00 X 322671 0 37848 Aaron C Cooper Head of School 70.00 X X 201510 0 76627 Jennifer Campbell CFO (Former) 40.00 X 123828 0 51215 Day Rosenberg Assistant Head of School 40.00 X 88847 0 64791 Robert Mueller CFO 40.00 X 122236 0 20674 Terry Gumz Director of Advancement 40.00 X 219458 0 33476 Pamela Safford Director of Enrollment 40.00 X 182306 0 38109 Tom Giggi Teacher 40.00 X 159376 0 43037 Meaghan Mallin Administrator 40.00 X 161339 0 117914 Paul Nye Controller 40.00 X 144720 0 16268 Fraser Randolph Teacher 40.00 X 141410 0 23253 Diane Briggs Administrator 40.00 X 138400 0 15639 2152997 0 586298 48 0 1 0 Claris Construction Inc 153 S Main Street Newtown CT 06470 Construction 5560647 Dattco Inc 583 South Street New Britain CT 06051 Transportation 1239690 Flik International PO Box 91337 Chicago IL 60693 Food Service 656687 TBS Building Service Contractors 36-06 43rd Avenue Long Island City NY 11101 Construction 259926 Tri-Star Service Inc 10 School Street Woodbury CT 06798 HVAC Contractor 169059 12 426075 456864 5986844 7448 6869783 Tuition & Fees 611710 22239214 22239214 Transportation 611710 846316 846316 Cafeteria 611710 602578 602578 Miscellaneous 611710 583025 583025 Faculty Housing 611710 178652 178652 24449785 1873633 1873633 6462188 5100000 6064897 2919044 397291 2180956 2578247 2578247 160235 426075 64076 96159 96159 UBTI - Pass-through Entities 523000 81357 81357 81357 35948964 24449785 81357 4548039 1423461 834231 283732 305498 12972018 10772255 1390038 809725 1091125 889752 128383 72990 3927352 3337526 303659 286167 1143180 916351 116328 110501 269413 269413 821141 401878 419263 257068 3586 225186 28296 150375 150375 1253537 1234537 19000 8042 8042 1900724 1898323 2401 106703 90086 16617 Auxiliary Services 2375367 2375367 Instructional Programs 818161 818161 Instructional Support 758045 712326 13215 32504 General & Administrativ 550208 550208 714461 496710 247 217504 30540381 24931464 3737690 1871227 47384 9389 8110085 7104819 4388563 3812062 60774 267972 519850 517213 64786996 26952771 35701204 37834225 37008137 37831031 8974459 10119657 120000 120000 94930456 97616368 1806206 981776 3390103 3642689 3000000 0 8557785 9073059 16754094 13697524 X 43148200 48380939 13841304 13835364 21186858 21702541 78176362 83918844 94930456 97616368 5408583 333899 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45917226 515681 2548392 1729320 269413 46982566 44068565 550875 3253839 1709379 246674 45917226 41393720 461520 4171181 1746154 211702 44068565 44313210 218689 -1275498 1727382 135299 41393720 45066590 314957 718010 1647416 138931 44313210 0.30150 0.46200 0.23650 0 0 6706308 6706308 51960638 23259058 28701580 775046 716826 58220 5345004 2976887 2368117 37834225 Common Fund Capital Partners 1999, L.P. 3955 F Common Fund Capital Partners 2000, L.P. 190432 F Bluestem Partners, L.P. 650762 F Lone Pine Cascade, L.P. 2698791 F Forester Partners, L.P. 3552138 F Blackrock Private Capital Off-shore, L.P. 290965 F SEI GPA IV Private Equity Fund 572993 F SEI Core Property Fund 2159621 F 10119657 Accrued Post-retirement health care benefits 9073059 9073059 X 36013450 333899 333899 35679551 269413 269413 35948964 30270968 0 30270968 269413 269413 30540381 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 2012 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 $252,350 as well as $119,514 for a nursing subsidy under Town Statute 10-217a. Horizons Spring Benefit 586310 426075 160235 64076 586310 426075 160235 64076 64076 96159 X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Dr Robert P Macrae Head of School (Former) 322671 0 0 0 0 0 22648 0 15200 0 360519 0 0 0 Aaron C Cooper Head of School 201510 0 0 0 0 0 20000 0 56627 0 278137 0 0 0 Jennifer Campbell CFO (Former) 123828 0 0 0 0 0 12720 0 38495 0 175043 0 0 0 Day Rosenberg Assistant Head of School 88847 0 0 0 0 0 9085 0 55706 0 153638 0 0 0 Terry Gumz Director of Advancement 219458 0 0 0 0 0 22429 0 11047 0 252934 0 0 0 Pamela Safford Director of Enrollment 182306 0 0 0 0 0 18363 0 19746 0 220415 0 0 0 Tom Giggi Teacher 159376 0 0 0 0 0 14222 0 28815 0 202413 0 0 0 Meaghan Mallin Administrator 161339 0 0 0 0 0 14695 0 103219 0 279253 0 0 0 Paul Nye Controller 144720 0 0 0 0 0 14268 0 2000 0 160988 0 0 0 Fraser Randolph Teacher 141410 0 0 0 0 0 12999 0 10254 0 164663 0 0 0 Diane Briggs Administrator 138400 0 0 0 0 0 13639 0 2000 0 154039 0 0 0 Souhtport Center for Psychological Services Entity owned by Trustee (Chris Bogart) 35675 Consulting Services 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.