2019-02-11T16:59:13-06:00 2018-06-30 061415579 Capossela Cohen LLC 368 Center Street Southport CT 06890 990 2017-07-01 060646765 New Canaan Country School Inc NEWC 2039720771 PO Box 997 New Canaan CT 068400997 Robert Mueller Chief Financial Officer 2039720771 2019-02-09 1 Nathaniel S Yordon CPA P00045695 2032547000 2019-02-09 24.89.170.50 2019-02-09 07:55:31 ES P 8C6F6A8C966D20F51792A51A5963E3C14B4C3DB3 C2DC2D507E846D30F50B274169A393FB3DF707D4 2017 2019-02-21 02:37:17Z Dr Robert P Macrae PO Box 997 New Canaan CT 068400997 50761013 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. 29 24 299 671 41270 41270 10759625 6719842 23763307 22842443 1868590 2948871 32964 58810 36424486 32569966 2500 737 0 0 20588005 20393801 0 0 1801890 9789754 9209765 30380259 29604303 6044227 2965663 88245027 94930456 13518011 16754094 74727016 78176362 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 22363802 737 22822648 Education expenses incurred for the primary education enrollment of 599 students. 1172299 19795 Horizons is a full-scholarship year-round academic and enrichment program serving approximately 400 disadvantaged students per year primarily from Stamford and Norwalk. 23536101 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 1 0 0 1 0 0 0 0 0 0 0 0 1 211 0 1 299 1 1 1 0 0 0 0 1 1 0 0 X 29 24 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 15000 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 Steven Bloom 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 Marisa DiBiasio Trustee 5.00 X 0 0 0 Gary Engle Trustee 5.00 X 0 0 0 N John Lancaster Jr 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 James P Parmelee Trustee 5.00 X 0 0 0 Michael Riccardi 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 Joseph P Toce Jr 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 Sturgis Woodberry Trustee 5.00 X 0 0 0 Elizabeth Carroll Faculty Representative 40.00 X 86400 0 38176 Andrew Johnson Faculty Representative 40.00 X 106441 0 12579 Dr Robert P Macrae Head of School 70.00 X X 486005 0 59582 Jennifer Campbell Chief Financial Officer 40.00 X 249178 0 94374 Day Rosenberg Assistant Head of School 40.00 X 176110 0 85237 Terry Gumz Director of Advancement 40.00 X 211453 0 39465 Pamela Safford Director of Enrollment 40.00 X 176583 0 37620 Tom Giggi Teacher 40.00 X 156107 0 41838 Paul Nye Controller 40.00 X 139220 0 15992 David Stoller Teacher 40.00 X 127955 0 33147 Meaghan Mallin Administrator 40.00 X 142309 0 109976 Kirsten Rosolen Administrator 40.00 X 124238 0 126550 2196999 0 694536 40 0 1 0 Claris Construction Inc 153 S Main Street Newtown CT 06470 Construction 3948041 Dattco Inc 583 South Street New Britain CT 06051 Transportation 1216583 Flik International PO Box 91337 Chicago IL 60693 Food Service 789313 CCM Construction Services Inc 54 Main Street Danbury CT 06810 Construction 521010 ARCArchitectural Resources Cambridge I Five Cambridge Center Cambridge MA 02142 Architectural Design 295940 15 441675 406642 5871525 356330 6719842 Tuition & Fees 611710 21008691 21008691 Transportation 611710 789075 789075 Cafeteria 611710 521785 521785 Miscellaneous 611710 294009 294009 Faculty Housing 611710 228883 228883 22842443 1303645 1303645 16093311 3555130 15059705 2943510 1033606 611620 1645226 1645226 205372 441675 187832 17540 17540 UBTI - Pass-through Entities 523000 41270 41270 41270 32569966 22842443 41270 2966411 737 737 1762356 1154357 303134 304865 12927194 10660841 1466868 799485 1048681 859217 164775 24689 3615230 3018491 341573 255166 1040340 848299 118000 74041 80818 80818 86300 86300 246674 246674 622068 291673 316955 13440 354014 2556 257763 93695 390150 50103 268091 71956 222316 140707 57742 23867 1042218 854619 177177 10422 3339 3339 205099 172282 32817 48910 40106 8315 489 1905358 1634798 256716 13844 94001 65194 28012 795 Auxiliary Services 2326773 2326773 Instructional Support 858731 858731 Retiree Health Benefits 722996 556617 54582 111797 29604303 23536101 4266312 1801890 14674 47384 9601766 8110085 3643452 4388563 46510 60774 1128124 519850 63972628 28271424 29017334 35701204 33353613 37008137 11319554 8974459 120000 120000 88245027 94930456 1739914 1806206 3520352 3390103 3000000 8257745 8557785 13518011 16754094 X 37687921 43148200 16403112 13841304 20635983 21186858 74727016 78176362 88245027 94930456 X 2965663 352853 130830 X X 0 1 X 1 0 X 44068565 550875 3253839 1709379 246674 45917226 41393720 461520 4171181 1746154 211702 44068565 44313210 218689 -1275498 1727382 135299 41393720 45066590 314957 718010 1647416 138931 44313210 39366910 1127920 6249306 1543099 134447 45066590 0.31000 0.46000 0.23000 0 0 5550828 5550828 46413483 24727738 21685745 764562 672979 91583 11243755 2870707 8373048 35701204 Common Fund Capital Partners 1999, L.P. 16487 F Common Fund Capital Partners 2000, L.P. 237314 F Bluestem Partners, L.P. 2331297 F Lone Pine Cascade, L.P. 2545249 F Forester Partners, L.P. 3458664 F Blackrock Private Capital Off-shore, L.P. 385448 F 8974459 Accrued Post-retirement health care benefits 8557785 8557785 X 32758645 352853 82500 435353 32323292 246674 246674 32569966 29440129 82500 82500 29357629 246674 246674 29604303 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. Part XI, Line 2d - Other Adjustments: Interfund management fee 82,500. Part XII, Line 2d - Other Adjustments: Interfund management fee 82,500. 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 $256,300 as well as $116,024 for a nursing subsidy under Town Statute 10-217a. NCCS Mosaic Benefit 559500 441675 117825 175764 Horizons Benefit 87547 87547 12068 647047 441675 205372 187832 187832 17540 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 486005 0 0 0 0 0 27000 0 32582 0 545587 0 0 0 Jennifer Campbell Chief Financial Officer 249178 0 0 0 0 0 25042 0 69332 0 343552 0 0 0 Day Rosenberg Assistant Head of School 176110 0 0 0 0 0 17883 0 67354 0 261347 0 0 0 Terry Gumz Director of Advancement 211453 0 0 0 0 0 21722 0 17743 0 250918 0 0 0 Pamela Safford Director of Enrollment 176583 0 0 0 0 0 17785 0 19835 0 214203 0 0 0 Tom Giggi Teacher 156107 0 0 0 0 0 13777 0 28061 0 197945 0 0 0 Paul Nye Controller 139220 0 0 0 0 0 13820 0 2172 0 155212 0 0 0 David Stoller Teacher 127955 0 0 0 0 0 13200 0 19947 0 161102 0 0 0 Meaghan Mallin Administrator 142309 0 0 0 0 0 14230 0 95746 0 252285 0 0 0 Kirsten Rosolen Administrator 124238 0 0 0 0 0 13149 0 113401 0 250788 0 0 0 Drew Casertano Trustee 22500 Consulting and Coaching Services provided to the School for the newly hired CFO. 0 X 11 356330 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. Form 990, Part XI, line 9: Post Retiremement Health Benfit Adjustment (FASB 158) 141,925. Prior Year Donor Redesignation -11,095. Form 990, Part XII, Line 2c: There have been no changes to the audit oversight process.