2017-02-14T10:43:59-06:00 2016-06-30 061415579 Capossela Cohen LLC 368 Center Street Southport CT 06890 990 2015-07-01 060646765 New Canaan Country School Inc NEWC 2039720771 PO Box 997 New Canaan CT 068400997 Jennifer Campbell Chief Financial Officer 2039720771 2017-02-13 1 Nathaniel S Yordon CPA P00045695 2032547000 2017-02-13 2015 2021-01-29 14:40:06Z Dr Robert P Macrae PO Box 997 New Canaan CT 068400997 29892317 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. 27 24 299 400 67330 67330 4029207 5360213 21940802 22296171 3265093 564128 219522 46400 29454624 28266912 26500 2000 0 0 19323003 19921711 0 0 1839285 9128723 9450745 28478226 29374456 976398 -1107544 81375051 78654180 11905880 12140792 69469171 66513388 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 21740520 22275276 Education expenses incurred for the primary education enrollment of 624 students. 1339879 2000 20895 Horizons Student Enrichment Program - full scholarship year-round program that provides academic instruction and recreation for approximately 400 low income inner-city youths. 23080399 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 1 184 0 1 299 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jennifer Campbell 2039720771 545 Ponus Ridge Road New Canaan CT 068400997 Steven E Rogers President 10.00 X 0 0 0 Karen K Wood Vice President 10.00 X 0 0 0 Randall M Salvatore Treasurer 10.00 X 0 0 0 Lisa B Sparks Secretary 10.00 X 0 0 0 Christopher T Baker Trustee 5.00 X 0 0 0 Steve Bloom Trustee 5.00 X 0 0 0 Lynne F Byrne Trustee 5.00 X 0 0 0 Gary D Engle Trustee 5.00 X 0 0 0 Stephen Frank Trustee 5.00 X 0 0 0 Mark Hudson Trustee 5.00 X 0 0 0 John Lancaster Trustee 5.00 X 0 0 0 Sean J McManus Member at Large 5.00 X 0 0 0 Tina Miller Trustee 5.00 X 0 0 0 James Parmelee Trustee 5.00 X 0 0 0 Matthew Pendo Trustee 5.00 X 0 0 0 Michael Riccardi Trustee 5.00 X 0 0 0 Smita Singh Trustee 5.00 X 0 0 0 Michael Sotirhos Trustee 5.00 X 0 0 0 Judson Staniar Trustee 5.00 X 0 0 0 Joseph P Toce Jr Trustee 5.00 X 0 0 0 Kathleen Lyons Wallace Trustee 5.00 X 0 0 0 Sanny Warner Trustee 5.00 X 0 0 0 Sturgis Woodberry Trustee 5.00 X 0 0 0 Stephanie Zeigler Trustee 5.00 X 0 0 0 Aron Back Faculty Representative 40.00 X 100765 0 78157 Abigail Manny Newport Faculty Representative 40.00 X 75899 0 45563 Dr Robert P Macrae Head of School 70.00 X X 248772 0 72218 Jennifer Campbell Chief Financial Officer 40.00 X 233510 0 96687 Day Rosenberg Assistant Head of School 40.00 X 175047 0 86483 Nancy Hayes Director of Enrollment 40.00 X 168944 0 47164 Terry Gumz Director of Advancement 40.00 X 198882 0 32212 Tom Giggi Teacher 40.00 X 149024 0 36364 Lynn Sullivan Director of Community Development 40.00 X 125632 0 28085 Paul Nye Controller 40.00 X 129012 0 21391 Tim Delehaunty Head Upper School 40.00 X 144987 0 77506 Kathleen Holz Head Lower School 40.00 X 143279 0 33472 Peter O'Neill Jr Former Interim Head of School 70.00 X 197510 0 24651 2091263 0 679953 33 1 1 0 Claris Construction Inc 153 S Main Street Newtown CT 06470 Construction 1534319 Dattco Inc 583 South Street New Britain CT 06051 Transportation 951521 Flik International PO Box 91337 Chicago IL 60693 Food Service 554790 Edward Osello Painting LLC 26 Old Fish House Road Monroe CT 06468 Repair & Maintenance 159521 Carlos Prime LLC 88 Rose Street East Haven CT 06513 Repair & Maintenance 146075 9 539751 446818 4373644 58414 5360213 Tuition & Fees 611710 20400523 20400523 Transportation 611710 798973 798973 Cafeteria 611710 566490 566490 Miscellaneous 611710 284801 284801 Faculty Housing 611710 245384 245384 22296171 656998 656998 770000 577782 609523 831129 160477 -253347 -92870 -92870 163823 539751 184753 -20930 -20930 UBTI - Pass-through Entities 523000 67330 67330 67330 28266912 22296171 67330 543198 X 2000 2000 1632668 1070756 280059 281853 12683559 10583854 1364034 735671 1144720 959830 151829 33061 3455601 2680388 561429 213784 1005163 828676 109630 66857 110746 110746 76250 76250 135299 135299 751592 304910 412627 34055 494650 2142 256263 236245 511372 51947 308443 150982 219212 160656 49875 8681 1065434 873656 181124 10654 5777 5777 173504 131732 41772 4743 4743 1857996 1594652 249816 13528 82368 55765 25923 680 Auxiliary Services 2346082 2346082 Instructional Support 923578 923578 Retiree Health Benefits 642142 505032 89653 47457 Bad Debts 50000 50000 29374456 23080399 4454772 1839285 13373 18654 8688746 8663796 47976 948262 249909 290488 849578 879900 52209859 26489350 27044027 25720509 33027625 31805072 11333817 10207499 120000 120000 81375051 78654180 979959 635977 3121604 3382879 357000 357000 7447317 7764936 11905880 12140792 X 38133445 35996305 11379952 10342621 19955774 20174462 69469171 66513388 81375051 78654180 X -1107544 -1988117 139878 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44313210 218689 -1275498 1727382 135299 41393720 45066590 314957 718010 1647416 138931 44313210 39366910 1127920 6249306 1543099 134447 45066590 36849175 250282 3820703 1439524 113726 39366910 37568131 227265 498344 1307640 136925 36849175 0.31000 0.49000 0.20000 0 0 4548628 4548628 43366322 23068563 20297759 719095 594701 124394 3575814 2826086 749728 25720509 Common Fund Capital Partners 1999, L.P. 18956 F Common Fund Capital Partners 2000, L.P. 399599 F Bluestem Partners, L.P. 3078386 F Lone Pine Cascade, L.P. 3146626 F Forester Partners, L.P. 2932047 F Blackrock Private Capital Off-shore, L.P. 631885 F 10207499 Accrued Post-retirement health care benefits 7764936 7764936 X 26207574 -1988117 82500 -1905617 28113191 135299 18422 153721 28266912 29303235 82500 82500 29220735 135299 18422 153721 29374456 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 XI, Line 4b - Other Adjustments: Fundraising expenses (Netted) 18,422. Part XII, Line 2d - Other Adjustments: Interfund management fee 82,500. Part XII, Line 4b - Other Adjustments: Fundraising Expenses (Netted) 18,422. 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 $284,272 as well as $112,116 for a nursing subsidy under Town Statute 10-217a. NCCS Benefit 621293 457470 163823 184753 Horizons Spring Benefit 82281 82281 2 703574 539751 163823 184753 184753 -20930 X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Aron Back Faculty Representative 100765 0 0 0 0 0 9087 0 69070 0 178922 0 0 0 Dr Robert P Macrae Head of School 248772 0 0 0 0 0 20800 0 51418 0 320990 0 0 0 Jennifer Campbell Chief Financial Officer 233510 0 0 0 0 0 23405 0 73282 0 330197 0 0 0 Day Rosenberg Assistant Head of School 175047 0 0 0 0 0 16450 0 70033 0 261530 0 0 0 Nancy Hayes Director of Enrollment 168944 0 0 0 0 0 17450 0 29714 0 216108 0 0 0 Terry Gumz Director of Advancement 198882 0 0 0 0 0 20300 0 11912 0 231094 0 0 0 Tom Giggi Teacher 149024 0 0 0 0 0 12810 0 23554 0 185388 0 0 0 Lynn Sullivan Director of Community Development 125632 0 0 0 0 0 12565 0 15520 0 153717 0 0 0 Paul Nye Controller 129012 0 0 0 0 0 12920 0 8471 0 150403 0 0 0 Tim Delehaunty Head Upper School 144987 0 0 0 0 0 13650 0 63856 0 222493 0 0 0 Kathleen Holz Head Lower School 143279 0 0 0 0 0 14620 0 18852 0 176751 0 0 0 Peter O'Neill Jr Former Interim Head of School 197510 0 0 0 0 0 13000 0 11651 0 222161 0 0 0 X 7 58414 Mean High/Low 0 0 0 Form 990, Part VI, Section B, line 11 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 dealine. 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 IX, line 11g Independent Contractors: Program service expenses 290,812. Management and general expenses 0. Fundraising expenses 0. Total expenses 290,812. Employment Recruiter: Program service expenses 0. Management and general expenses 111,154. Fundraising expenses 0. Total expenses 111,154. Collection Services: Program service expenses 0. Management and general expenses 5,565. Fundraising expenses 0. Total expenses 5,565. Professional Consulting Fees: Program service expenses 0. Management and general expenses 287,264. Fundraising expenses 15,633. Total expenses 302,897. Other Professional Fees: Program service expenses 14,098. Management and general expenses 8,644. Fundraising expenses 18,422. Total expenses 41,164. Form 990, Part XI, line 9: Post Retiremement Health Benfit Adjustment (FASB 158) 139,878.