FAIRFIELD COUNTRY DAY SCHOOL CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FAIRFIELD COUNTRY DAY SCHOOL CORPORATION (EIN 06-0662125)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-28
- IRS object ID
- 201401189349300105
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-28T08:34:46-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STAMFORD LANDING | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060662125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FAIRFIELD COUNTRY DAY SCHOOL CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FAIR | NameControl |
| Phone | 2032592723 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 BRONSON ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06430 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | TREASURER | Title |
| Phone | 2032592723 | Phone |
| Date Signed | 2014-04-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE BLASNIK | Name |
| PTIN | P00733345 | PTIN |
| Phone | 2033232400 | Phone |
| Date Prepared | 2014-04-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MAUREEN BARTOLOMEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 BRONSON ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06430 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12448674 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FAIRFIELDCOUNTRYDAY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | ELEMENTARY SCHOOL EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 117 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2629508 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1933609 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8132335 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8610721 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 190103 | InvestmentIncomePriorYear |
| Investment Income Current Year | 341211 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 822 | OtherRevenuePriorYear |
| Other Revenue Current Year | 76587 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10952768 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10962128 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 889600 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1083500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5009056 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5249493 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 197500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 171179 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 584698 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3384416 | OtherExpensePriorYear |
| Other Expenses Current Year | 3397126 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9480572 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9901298 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1472196 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1060830 | RevenuesLessExpensesCY |
| Total Assets BOY | 22502245 | TotalAssetsBOY |
| Total Assets EOY | 26176392 | TotalAssetsEOY |
| Total Liabilities BOY | 3067724 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5294170 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19434521 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20882222 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FAIRFIELD COUNTRY DAY SCHOOL CORPORATION (THE "SCHOOL") WAS FORMED IN 1936 TO EDUCATE BOYS IN SOUTHWESTERN CONNECTICUT FROM KINDERGARTEN THROUGH NINTH GRADE. THE SCHOOL PROVIDES AN EDUCATIONAL COMMUNITY DEDICATED TO THE PERSONAL GROWTH AND INTELLECTUAL DEVELOPMENT OF BOYS. A BALANCED AND CHALLENGING PROGRAM IS DESIGNED TO HELP EACH STUDENT EXPAND HIS DESIRE AND ABILITY TO ACQUIRE KNOWLEDGE, STIMULATE HIS CURIOSITY AND CREATIVITY, AND ENHANCE HIS SELF-ESTEEM AND RESPECT FOR OTHERS. EACH BOY'S INDIVIDUAL DEVELOPMENT IS ENCOURAGED IN AN ENVIRONMENT THAT ANTICIPATES THE FUTURE WHILE APPRECIATING THE PAST. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8235404 | Expense |
| Grants | 1083500 | Grants |
| Revenue | 8610721 | Revenue |
| Description | K THRU NINTH GRADE EDUCATION OF APPROXIMATELY 260 STUDENTS.GRANTS AND ALLOCATIONS IN THE FORM OF FINANCIAL AID TO STUDENTS IN NEED. | Description |
| Total Program Service Expense | 8235404 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 117 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN BARTOLOMEO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2032592723 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 BRONSON ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06430 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAMES D HAAS | ||||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | ||
| MARK BEAUDOIN | ||||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | ||
| ELIZABETH SOLAZZO | ||||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | ||
| ALAN B OFFENBERG | ||||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | ||
| GERRY PEARCE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TERILYN ESSE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHERYL L BUNDY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAN ZELSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES B VOSE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES CONZELMAN III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JENNIFER POLING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN GARVEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE G FOLEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL PALIOTTA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PATRICK J SHAW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHEILA CLANCY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHANIE B FROST | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| VIRGINIA CARGILL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SIMON FENNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN HARMON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN MCGRATH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN MUNRO | ||||||||
| HEADMASTER | 40.00 | X | 251009 | 0 | 75136 | |||
| MAUREEN BARTOLOMEO | ||||||||
| DIRECTOR OF OPERATIONS AND FINANCE | 40.00 | 165147 | 0 | 30289 | X | |||
| CLIFFORD PAIGE | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 130220 | 0 | 26527 | X | |||
| RICHARD RUNKEL | ||||||||
| DIRECTOR OF ADMISSIONS/CAMP DIRECTOR | 40.00 | 127057 | 0 | 26160 | X | |||
| DEBORAH SULLINGER | ||||||||
| DIRECTOR OF STUDIES | 40.00 | 111633 | 0 | 17789 | X | |||
| BRAD FALLON | ||||||||
| ATHLETIC DIRECTOR | 40.00 | 111648 | 0 | 23432 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 896714 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 199333 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CE FLOYD INC | |||||
| 306 INDUSTRIAL PARL RD | MIDDLETOWN | CT | 06457 | CONSTRUCTION CONTRACTOR | 2937972 |
| CONNECTICARE INC | |||||
| PO BOX 416191 | BOSTON | MA | 02241 | HEALTH INSURANCE | 422255 |
| ASH CREEK ENTERPRISES | |||||
| 1110 BROADBRIDGE AVE | STRATFORD | CT | 06615 | IT SERVICES | 373918 |
| FLIK INDEPENDENT SCHOOLS COMPASS GROUP | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICE | 338962 |
| COMMUNITY COUNSELING SERVICES CO LLC | |||||
| PO BOX 27462 | NEW YORK | NY | 10087 | DEVELOPMENT CONSULTING | 227500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 106980 | FundraisingEvents |
| All Other Contributions | 1826629 | AllOtherContributions |
| Total Contributions | 1933609 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611110 | 8137400 | 8137400 |
| SUMMER PROGRAM INCOME | 611710 | 384255 | 384255 |
| OTHER SCHOOL PROGRAM INCOME | 611710 | 89066 | 89066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8610721 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159021 | TotalRevenueColumn |
| Exclusion | $159,021 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1613692 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1431502 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 182190 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 182190 | TotalRevenueColumn |
| Exclusion | $182,190 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 33125 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 106980 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 26287 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6838 | TotalRevenueColumn |
| Exclusion | $6,838 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 98506 | GrossSalesOfInventory |
| Cost Of Goods Sold | 28757 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69749 | TotalRevenueColumn |
| Exclusion | $69,749 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10962128 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8610721 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $417,798 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1083500 | Total |
| Program Services | 1083500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 505766 | Total |
| Program Services | 178582 | ProgramServices |
| Management And General | 267657 | ManagementAndGeneral |
| Fundraising | 59527 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3689937 | Total |
| Program Services | 3301194 | ProgramServices |
| Management And General | 210939 | ManagementAndGeneral |
| Fundraising | 177804 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254818 | Total |
| Program Services | 227972 | ProgramServices |
| Management And General | 14567 | ManagementAndGeneral |
| Fundraising | 12279 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494622 | Total |
| Program Services | 442512 | ProgramServices |
| Management And General | 28275 | ManagementAndGeneral |
| Fundraising | 23835 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304350 | Total |
| Program Services | 272287 | ProgramServices |
| Management And General | 17398 | ManagementAndGeneral |
| Fundraising | 14665 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25245 | Total |
| Management And General | 25245 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41503 | Total |
| Management And General | 41503 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171179 | Total |
| Fundraising | 171179 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42657 | Total |
| Management And General | 42657 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204062 | Total |
| Program Services | 177024 | ProgramServices |
| Management And General | 27038 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121700 | Total |
| Fundraising | 121700 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 762341 | Total |
| Program Services | 635120 | ProgramServices |
| Management And General | 127097 | ManagementAndGeneral |
| Fundraising | 124 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46738 | Total |
| Management And General | 46738 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593840 | Total |
| Program Services | 592705 | ProgramServices |
| Management And General | 768 | ManagementAndGeneral |
| Fundraising | 367 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31693 | Total |
| Management And General | 31693 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73272 | Total |
| Management And General | 73272 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1064821 | Total |
| Program Services | 1057900 | ProgramServices |
| Management And General | 4685 | ManagementAndGeneral |
| Fundraising | 2236 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121326 | Total |
| Management And General | 121326 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| AUXILIARY EXPENSES | 251532 | 251532 | ||
| MISCELLANEOUS EXPENSES | 16396 | 15076 | 338 | 982 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9901298 | Total |
| Program Services | 8235404 | ProgramServices |
| Management And General | 1081196 | ManagementAndGeneral |
| Fundraising | 584698 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990304 | BOY |
| EOY | 1644059 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505589 | BOY |
| EOY | 32489 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1943793 | BOY |
| EOY | 2013800 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75199 | BOY |
| EOY | 23714 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7731 | BOY |
| EOY | 11734 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375545 | BOY |
| EOY | 399974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26409070 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10963401 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12979966 | BOY |
| EOY | 15445669 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5624118 | BOY |
| EOY | 6604953 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22502245 | BOY |
| EOY | 26176392 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1146767 | BOY |
| EOY | 582670 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1211801 | BOY |
| EOY | 1307462 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709156 | BOY |
| EOY | 3404038 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3067724 | BOY |
| EOY | 5294170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13226969 | BOY |
| EOY | 16493679 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3728767 | BOY |
| EOY | 1778593 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2478785 | BOY |
| EOY | 2609950 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19434521 | BOY |
| EOY | 20882222 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22502245 | BOY |
| EOY | 26176392 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1060830 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 386871 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 1.90 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 1.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6049776 | BeginningOfYearBalance |
| Contributions | 170165 | Contributions |
| Investment Earnings Or Losses | 718547 | InvestmentEarningsOrLosses |
| Other Expenditures | 327316 | OtherExpenditures |
| Administrative Expenses | 41992 | AdministrativeExpenses |
| End Of Year Balance | 6569180 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6275845 | BeginningOfYearBalance |
| Contributions | 155165 | Contributions |
| Investment Earnings Or Losses | -68625 | InvestmentEarningsOrLosses |
| Other Expenditures | 270217 | OtherExpenditures |
| Administrative Expenses | 42392 | AdministrativeExpenses |
| End Of Year Balance | 6049776 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5627925 | BeginningOfYearBalance |
| Contributions | 127730 | Contributions |
| Investment Earnings Or Losses | 1188200 | InvestmentEarningsOrLosses |
| Other Expenditures | 621788 | OtherExpenditures |
| Administrative Expenses | 46222 | AdministrativeExpenses |
| End Of Year Balance | 6275845 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5162231 | BeginningOfYearBalance |
| Contributions | 432542 | Contributions |
| Investment Earnings Or Losses | 479046 | InvestmentEarningsOrLosses |
| Other Expenditures | 417690 | OtherExpenditures |
| Administrative Expenses | 28204 | AdministrativeExpenses |
| End Of Year Balance | 5627925 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6343914 | BeginningOfYearBalance |
| Contributions | 976470 | Contributions |
| Investment Earnings Or Losses | -1688316 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17875 | GrantsOrScholarships |
| Other Expenditures | 145419 | OtherExpenditures |
| Administrative Expenses | 31636 | AdministrativeExpenses |
| End Of Year Balance | 5437138 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.41120 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39730 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19150 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1774732 | OtherCostOrOtherBasis |
| Book Value | 1774732 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22193329 | OtherCostOrOtherBasis |
| Depreciation | 9342053 | Depreciation |
| Book Value | 12851276 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1461850 | OtherCostOrOtherBasis |
| Depreciation | 907520 | Depreciation |
| Book Value | 554330 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 979159 | OtherCostOrOtherBasis |
| Depreciation | 713828 | Depreciation |
| Book Value | 265331 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15445669 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 10222842 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 386871 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 386871 | RevenueNotRptdF990 |
| Revenue Subtotal | 9835971 | RevenueSubtotal |
| Investment Expenses Not Included | 42657 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1083500 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1126157 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10962128 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8775141 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8775141 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 42657 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1083500 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1126157 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9901298 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT FUNDS CONSIST OF DONOR-RESTRICTED FUNDS ESTABLISHED FOR VARIOUS PURPOSES AS WELL AS BOARD-DESIGNATED FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE SCHOOL HAS CLASSIFIED ITS BOARD DESIGNATED ENDOWMENT AS UNRESTRICTED NET ASSETS AND ITS DONOR-RESTRICTED ENDOWMENT AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IN THE FINANCIAL STATEMENTS. THE BOARD OF TRUSTEES HAS INTERPRETED THE CONNECTICUT UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("CUPMIFA") AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE SCHOOL CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF THE GIFTS DONATED TO THE PERMANENT ENDOWMENT (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE SCHOOL IN A MANNER CONSISTENT WITH THE STANDARD PRUDENCE PRESCRIBED BY CUPMIFA. IN ACCORDANCE WITH CUPMIFA, THE SCHOOL CONSIDERS THE VARIOUS FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS INCLUDING THE PURPOSE OF THE SCHOOL AND THE DONOR-RESTRICTED ENDOWMENT FUND, GENERAL ECONOMIC CONDITIONS, THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS AND OTHER SCHOOL RESOURCES. THE SCHOOL HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO FIVE PERCENT OF ITS ENDOWMENT FUND'S TOTAL AVERAGE MARKET VALUE OF INVESTMENTS OVER THE THREE YEARS PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE SCHOOL CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE SCHOOL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW. THIS IS CONSISTENT WITH THE SCHOOL'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS WHEN THEY 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 PERIODS PRIOR TO FISCAL 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,083,500. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,083,500. | |
| CONSERVATION EASEMENTS - PART II, LINE 2. THE SCHOOL HAS NOT INCURRED ANY REVENUE OR EXPENSES RELATED TO THE EASEMENT HELD IN THE CURRENT FISCAL YEAR. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | A DISCLAIMER STATING THAT THE SCHOOL HAS A NON RACIALLY DISCRIMINATORY POLICY IS INCLUDED IN ITS PUBLICITY AND OPEN HOUSE HANDOUT MATERIALS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | STRATEGIC FUNDRAISING CONSULTING, FEASIBILITY STUDIES AND O | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 171179 | AmountRetainedByContractor |
| Net To Organization | -171179 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 171179 | TotalRetainedByContractors |
| Total Net To Organization | -171179 | TotalNetToOrganization |
| Licensed States | CT | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FUNDRAISER 2013 | NameOfEvent1 |
| Gross Receipts Event1 | 140105 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 106980 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33125 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5637 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 12670 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 7980 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 140105 | GrossReceiptsTotal |
| Charitable Contributions Total | 106980 | CharitableContributionsTotal |
| Gross Revenue Total Events | 33125 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 5637 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 12670 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 7980 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 26287 | DirectExpenseSummaryEvents |
| Net Income Summary | 6838 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 49 | NumberOfRecipients |
| Amount Of Cash Grant | 1083500 | AmountOfCashGrant |
| Method Of Valuation | VALUE OF TUITION | MethodOfValuation |
| Description Of Non Cash Assistance | REDUCTION OR DIRECT OFFSET OF TUITION | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE SCHOOL GRANTS FINANCIAL AID AWARDS TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. STUDENTS SEEKING AID ARE REQUIRED TO COMPLETE THE SCHOOL AND STUDENT SERVICES FOR FINANCIAL AID (SSS) APPLICATION. THE SCHOOL USES THE ANALYSIS OF SSS IN DETERMINING THE AMOUNT OF EACH STUDENT'S FINANCIAL AID AWARD. THE STUDENT'S TUITION BILL IS REDUCED BY THE AMOUNT OF THE FINANCIAL AID AWARDED. NO AMOUNTS ARE PAID OUT TO INDIVIDUALS DIRECTLY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUNRO | ||||||||||||||
| HEADMASTER | 251009 | 0 | 0 | 0 | 0 | 0 | 16070 | 0 | 59066 | 0 | 326145 | 0 | 0 | 0 |
| MAUREEN BARTOLOMEO | ||||||||||||||
| DIRECTOR OF OPERATIONS AND FINANCE | 165147 | 0 | 0 | 0 | 0 | 0 | 17402 | 0 | 12887 | 0 | 195436 | 0 | 0 | 0 |
| CLIFFORD PAIGE | ||||||||||||||
| HEAD OF UPPER SCHOOL | 130220 | 0 | 0 | 0 | 0 | 0 | 13799 | 0 | 12728 | 0 | 156747 | 0 | 0 | 0 |
| RICHARD RUNKEL | ||||||||||||||
| DIRECTOR OF ADMISSIONS/CAMP DIRECTOR | 127057 | 0 | 0 | 0 | 0 | 0 | 13450 | 0 | 12710 | 0 | 153217 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | HOUSING IS PROVIDED TO THE HEADMASTER AS HE IS REQUIRED TO LIVE ON CAMPUS. THE HOUSING BENEFIT IS PART OF HIS NON-TAXABLE COMPENSATION TOTALING $46,000. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (D). | |
| PART III | SCHEDULE J, PART II COLUMN D - NONTAXABLE BENEFITS INCLUDE CONTRIBUTIONS TO EMPLOYEE HEALTH AND OTHER BENEFIT PLANS FOR ALL EMPLOYEES. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARGAROT PEARCE HEAD OF MIDDLE SCH | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | WIFE TO A TRUSTEE OF THE SCHOOL AND EMPLOYED BY THE SCHOOL AS A TEACHER | Relationship |
| Amount Of Transaction | 64400 | AmountOfTransaction |
| Description Of Transaction | MARGAROT PEARCE, HEAD OF MIDDLE SCHOOL AND TEACHER AT THE SCHOOL IS MARRIED TO GERRY PEARCE, A TRUSTEE OF THE SCHOOL. MARGAROT AS A TEACHER AT THE SCHOOL RECEIVED TUITION REMISSION FOR THEIR TWO SONS FOR THE SCHOOL YEAR 2012-2013. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 76177 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE UPON DONATION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FAIRFIELD COUNTRY DAY SCHOOL CIRCULATES AN EMAIL TO ALL TRUSTEES PRIOR TO THE TREASURER SIGNING OFF ON THE FORM 990 OFFERING TRUSTEES THE OPPORTUNITY TO REVIEW THE FORM 990 AT THE BUSINESS OFFICE AT THE SCHOOL. THE TREASURER REVIEWS THE FORM 990 BEFORE FILING AND SIGNING. THERE WERE NO CHANGES TO THE FORM BEFORE FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | FAIRFIELD COUNTRY DAY SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY IN THE BOARD HANDBOOK. ALL TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM AT THE BEGINNING OF THE YEAR. THE FORM REQUIRES THE TRUSTEE TO INDICATE ANY POTENTIAL CONFLICTS. IF A CONFLICT IS INDICATED, THE EXECUTIVE COMMITTEE REVIEWS THE POTENTIAL CONFLICT AND DETERMINES ANY RESTRICTIONS ON THE ACTIVITY OR THE BOARD MEMBER'S PARTICIPATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FAIRFIELD COUNTRY DAY SCHOOL UTILIZES THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL STATISTIC REPORTS FOR HEADMASTER AND BUSINESS MANAGER COMPENSATION SETTING. EVERY YEAR DATA IS ANALYZED RELATIVE TO PEER SCHOOL COMPENSATION PACKAGES BEFORE COMPENSATION IS SET FOR THESE TWO POSITIONS. THE EXECUTIVE COMMITTEE SETS THESE SALARIES. THIS PROCESS TAKES PLACE EVERY YEAR IN MAY, LAST DONE IN MAY 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FAIRFIELD COUNTRY DAY SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. | OVERSIGHT OF THE AUDIT |
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