2015-02-16T10:12:02-06:00 2014-06-30 061415579 Capossela Cohen LLC 368 Center Street Southport CT 06890 990 2013-07-01 060646765 New Canaan Country School Inc NEWC 2039720771 PO Box 997 New Canaan CT 068400997 Jennifer Campbell Chief Financial Officer 2039720771 2015-02-17 1 Nathaniel S Yordon CPA P00045695 2032547000 2015-02-17 2013 2016-03-07 17:11:31Z Peter O'Neill PO Box 997 New Canaan CT 068400997 30007032 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 24 310 390 27370 26370 3892341 4631623 19802040 20797751 2229793 1553844 80832 111530 26005006 27094748 17250 18750 0 0 17966596 18642560 0 0 1500616 7955352 8774589 25939198 27435899 65808 -341151 78378326 82835266 12544763 12328015 65833563 70507251 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 20458307 20780431 Education expenses incurred for the primary education enrollment of 635. 1240184 18750 17320 Horizons Student Enrichment Program - full scholarship year-round program that provides academic instruction and recreation for 406 low income inner-city youths. 21698491 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 1 1 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 172 0 1 310 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 Timothy R Bazemore Headmaster 70.00 X X 540226 0 82485 John M Teitler President 10.00 X 0 0 0 Karen K Wood Vice President 10.00 X 0 0 0 Steven E Rogers Vice President 10.00 X 0 0 0 Randall M Salvatore Treasurer 10.00 X 0 0 0 Melanie J Blandon Secretary 10.00 X 0 0 0 Alice Burnham 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 Julie S Halloran Trustee 5.00 X 0 0 0 Kathleen Lyons Wallace Trustee 5.00 X 0 0 0 Thomas H McGlade Trustee 5.00 X 0 0 0 Sean J McManus Trustee 5.00 X 0 0 0 Lizanne G Megrue Trustee 5.00 X 0 0 0 Tina C Miller Trustee 5.00 X 0 0 0 James P Parmelee Trustee 5.00 X 0 0 0 Matthew M Pendo Trustee 5.00 X 0 0 0 Ashraf R Rizvi Trustee 5.00 X 0 0 0 Susan S Schulz 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 Lisa B Sparks 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 Stephanie Bowling Ziegler Trustee 5.00 X 0 0 0 David Kucher Faculty Representative 40.00 X 87639 0 22178 Mollie Kirkland Faculty Representative 40.00 X 94950 0 29032 John Ziac Chief Financial Officer 40.00 X 225377 0 30482 Jennifer Campbell Chief Financial Officer 40.00 X 77564 0 23525 Day Rosenberg Assistant Head of School 40.00 X 161749 0 67261 Nancy Hayes Director of Enrollment 40.00 X 165995 0 37229 Terry Gumz Director of Advancement 40.00 X 184960 0 31510 Tom Giggi Teacher 40.00 X 141538 0 30593 David Stoller Teacher 40.00 X 132419 0 31067 Paul Nye Controller 40.00 X 121266 0 18575 Tim Delehaunty Head Upper School 40.00 X 140939 0 100316 Kathleen Holz Head Lower School 40.00 X 136766 0 45052 2211388 0 549305 29 0 1 0 Dattco Inc 583 South Street New Britain CT 06051 Transportation 1083206 Flik International PO Box 91337 Chicago IL 60693 Food Service 651771 Sodexo Inc & Affitiates 9801 Washington Blvd Gaithersburg MD 20878 Property Maintenance 271666 Ameri-Kleen Inc PO Box 2167 Watsonville CA 95077 Janitorial 151032 Cebulski Construction Company Inc 651 Lindley Street Bridgeport CT 06606 Construction Contractor 131700 7 236530 400687 3994406 213049 4631623 Tuition & Fees 611710 19002632 19002632 Transportation 611710 761023 761023 Cafeteria 611710 547230 547230 Miscellaneous 611710 255532 255532 Faculty Housing 611710 231334 231334 20797751 716931 716931 111982 103807 8175 8175 8175 2459276 961755 2388239 195879 71037 765876 836913 836913 300344 236530 224359 75985 75985 UBTI - Pass-through Entities 523000 27370 27370 27370 27094748 20797751 27370 1638004 18750 18750 1883872 1075235 538564 270073 11676918 9768037 1271867 637014 862012 744935 91379 25698 3224856 2703710 390912 130234 994902 813267 118431 63204 140767 140767 74625 74625 134447 134447 634875 239516 306409 88950 299012 146837 152175 398777 42226 312375 44176 228596 147131 50113 31352 1210797 992314 205340 13143 586 586 240797 179518 61279 1654488 1421025 221498 11965 75693 51237 23831 625 Auxiliary Services 1999072 1999072 Instructional Support 892641 892641 Retiree Health Benefits 739416 609877 98118 31421 Bad Debts 50000 50000 27435899 21698491 4236792 1500616 39077 36595 11274067 8671027 425903 353215 225697 354763 237447 339339 50813019 23038252 28397415 27774767 28102975 34510985 9555745 10674575 120000 120000 78378326 82835266 1824729 1424025 2332962 2132568 1290000 1290000 7097072 7481422 12544763 12328015 X 38300466 38698188 8885014 12168247 18648083 19640816 65833563 70507251 78378326 82835266 X -341151 4835889 178950 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39366910 1127920 6249306 1543099 134447 45066590 36849175 250282 3820703 1439524 113726 39366910 37568131 227265 498344 1307640 136925 36849175 31436320 199108 7400382 1279542 188137 37568131 28771145 322502 3782295 1338076 101546 31436320 0.32000 0.43000 0.25000 0 0 1333589 3215039 4548628 1085536 41040352 20191724 21934164 620624 497497 123127 3517879 2349031 1168848 27774767 Common Fund Capital Partners 1999, L.P. 43649 F Common Fund Capital Partners 2000, L.P. 657420 F Bluestem Partners, L.P. 2940086 F Lone Pine Cascade, L.P. 3154939 F Forester Partners, L.P. 2978073 F Blackrock Private Capital Off-shore, L.P. 900408 F 10674575 Accrued Post-retirement health care benefits 7481422 7481422 X 32206856 4835889 410666 5246555 26960301 134447 134447 27094748 27712118 410666 410666 27301452 134447 134447 27435899 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 2010 are open for examination by federal and state tax authorities. Part XI, Line 2d - Other Adjustments: Interfund management fee 82,500. Fundraising expenses netted against revenue 224,359. Rental expenses Part VIII Line 6 b 103,807. Part XII, Line 2d - Other Adjustments: Interfund management fee 82,500. Fundraising expenses netted against revenue 224,359. Rental expenses Part VII Line 6 b 103,807. 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 $281,960 as well as $107,451 for a nursing subsidy under Town Statute 10-217a. NCCS Benefit 532024 231680 300344 224359 1 4850 4850 536874 236530 300344 224359 224359 75985 1 College Scholarships 21 18750 Part I, Line 2: The New Canaan Country School - Horizons Student Enrichment Program grants need based academic College Scholarships to eligible students. The school monitors eligibility of the awards by requiring the students receiving the awards to submit receipts for the funds disbursed, providing sufficient evidence the funds were utilized for "qualified education" expenses as determined by the Internal Revenue Code. Additionally, before additional awards are made, the students must submit college transcripts which are futher reviewed in order to confirm the academic merit which the scholarships are awarded upon. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Timothy R Bazemore Headmaster 540226 0 0 0 0 0 35170 0 47315 0 622711 0 147000 0 John Ziac Chief Financial Officer 225377 0 0 0 0 0 21807 0 8675 0 255859 0 0 0 Day Rosenberg Assistant Head of School 161749 0 0 0 0 0 14097 0 53164 0 229010 0 0 0 Nancy Hayes Director of Enrollment 165995 0 0 0 0 0 15747 0 21482 0 203224 0 0 0 Terry Gumz Director of Advancement 184960 0 0 0 0 0 18022 0 13488 0 216470 0 0 0 Tom Giggi Teacher 141538 0 0 0 0 0 11249 0 19344 0 172131 0 0 0 David Stoller Teacher 132419 0 0 0 0 0 12249 0 18818 0 163486 0 0 0 Tim Delehaunty Head Upper School 140939 0 0 0 0 0 11847 0 88469 0 241255 0 0 0 Kathleen Holz Head Lower School 136766 0 0 0 0 0 13017 0 32035 0 181818 0 0 0 Lisa Bazemore Employee 67837 Wages 0 Joshua Ziac Employee 101090 Wages 0 X 20 213049 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 Business Manager 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 be invited to review the completed Form 990, available in the Business Office, in advance of the filing dealine. All questions or concerns of the members of the Board of Trustees will be addressed by the Business Manager 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 Faculty Life Committe as well as 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) 184,050. Prior Year Adjustment for Donor Redesignation -5,100.