NEW CANAAN COUNTRY SCHOOL INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NEW CANAAN COUNTRY SCHOOL INC (EIN 06-0646765)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-03
- IRS object ID
- 201420629349300112
- 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 | 2014-03-03T12:00:28-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061415579 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capossela Cohen LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 Center Street | AddressLine1 |
| City | Southport | City |
| State | CT | State |
| ZIP Code | 06890 | 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 | 060646765 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Canaan Country School Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWC | NameControl |
| Phone | 2039720771 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 997 | AddressLine1 |
| City | New Canaan | City |
| State | CT | State |
| ZIP Code | 068400997 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer Campbell | Name |
| Title | Chief Financial Officer | Title |
| Phone | 2039720771 | Phone |
| Date Signed | 2014-02-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nathaniel S Yordon CPA | Name |
| PTIN | P00045695 | PTIN |
| Phone | 2032547000 | Phone |
| Date Prepared | 2014-02-20 | 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 | Timothy Bazemore | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 997 | AddressLine1 |
| City | New Canaan | City |
| State | CT | State |
| ZIP Code | 068400997 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31110819 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.countryschool.net | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1916 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 308 | TotalNbrEmployees |
| Total Nbr Volunteers | 375 | TotalNbrVolunteers |
| Total Gross UBI | 20769 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 19769 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3870060 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3892341 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18309593 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19802040 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7432686 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2229793 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 37075 | OtherRevenuePriorYear |
| Other Revenue Current Year | 80832 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29649414 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26005006 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 21300 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 17250 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15691565 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17966596 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1341540 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8206119 | OtherExpensePriorYear |
| Other Expenses Current Year | 7955352 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23918984 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25939198 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5730430 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 65808 | RevenuesLessExpensesCY |
| Total Assets BOY | 76151339 | TotalAssetsBOY |
| Total Assets EOY | 78378326 | TotalAssetsEOY |
| Total Liabilities BOY | 11871060 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12544763 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64280279 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65833563 | NetAssetsOrFundBalancesEOY |
| Mission Description | New Canaan Country School, Inc. is an elementary school grades Pre K-9 and is accredited by the Connecticut Association of Independent Schools. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19913586 | Expense |
| Revenue | 19790235 | Revenue |
| Description | Education expenses incurred for the primary education of 649 students. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1284112 | Expense |
| Grants | 17250 | Grants |
| Revenue | 11805 | Revenue |
| Description | Horizons Student Enrichment Program - full scholarship year-round program that provides academic instruction and recreation for 406 low income inner-city youths. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 21197698 | 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 | 0 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 0 | 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 | 1 | 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 | 167 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 308 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Campbell | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2039720771 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 Ponus Ridge Road | AddressLine1 |
| City | New Canaan | City |
| State | CT | State |
| ZIP Code | 068400997 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Timothy R Bazemore | |||||||
| Headmaster | 70.00 | X | X | 357558 | 0 | 146361 | |
| 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 | ||
| Julie S Halloran | |||||||
| 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 | ||
| Kara Ingraham Prawl | |||||||
| 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 | ||
| 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 | ||
| Raphael Elkind | |||||||
| Faculty Representative | 40.00 | X | 83706 | 0 | 66727 | ||
| Mollie Kirkland | |||||||
| Faculty Representative | 40.00 | X | 90746 | 0 | 28753 | ||
| John Ziac | |||||||
| Chief Financial Officer | 50.00 | X | 203902 | 0 | 41736 | ||
| Kathleen Holz | |||||||
| Head Lower School | 40.00 | 129864 | 0 | 62145 | X | ||
| Bruce Lemoine | |||||||
| Dir. of Studies | 40.00 | 112016 | 0 | 43944 | X | ||
| Tim Delehaunty | |||||||
| Head Upper School | 40.00 | 134307 | 0 | 69188 | X | ||
| Tom Giggi | |||||||
| Teacher | 40.00 | 138929 | 0 | 27021 | X | ||
| Nancy Hayes | |||||||
| Director of Enrollment | 40.00 | 163075 | 0 | 32495 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1414103 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 518370 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | 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 |
|---|---|---|---|---|---|
| Dattco Inc | |||||
| 583 South Street | New Britain | CT | 06051 | Transportation | 982754 |
| Flik International | |||||
| PO Box 91337 | Chicago | IL | 60693 | Food Service | 493406 |
| Cebulski Construction Co | |||||
| 651 Lindley Street | Bridgeport | CT | 06606 | Construction Contractor | 253704 |
| Carmine Caratozzolo | |||||
| 30 Strawberry Hill | New Canaan | CT | 06840 | Construction Contractor | 144524 |
| Ameri-Kleen Inc | |||||
| PO Box 2167 | Watsonville | CA | 95077 | Janitorial | 142680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Fundraising Events | 468840 | FundraisingEvents |
| Government Grants | 469593 | GovernmentGrants |
| All Other Contributions | 2953908 | AllOtherContributions |
| Noncash Contributions | 151906 | NoncashContributions |
| Total Contributions | 3892341 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition & Fees | 611710 | 18193688 | 18193688 |
| Transportation | 611710 | 657224 | 657224 |
| Cafeteria | 611710 | 529673 | 529673 |
| Faculty Housing | 611710 | 235908 | 235908 |
| Miscellaneous | 611710 | 185547 | 185547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19802040 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 885090 | TotalRevenueColumn |
| Exclusion | $885,090 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 108540 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 100452 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8088 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8088 | TotalRevenueColumn |
| Exclusion | $8,088 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5400697 | Securities |
| Other | 824492 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4676553 | Securities |
| Other | 203933 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 724144 | Securities |
| Other | 620559 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1344703 | TotalRevenueColumn |
| Exclusion | $1,344,703 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 176850 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 468840 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 124875 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51975 | TotalRevenueColumn |
| Exclusion | $51,975 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UBTI - Pass-through Entities | Description |
| Business Code | 523000 | BusinessCode |
| Total Revenue Column | 20769 | TotalRevenueColumn |
| Unrelated Business Revenue | 20769 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20769 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26005006 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19802040 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 20769 | UnrelatedBusinessRevenue |
| Exclusion | $2,289,856 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17250 | Total |
| Program Services | 17250 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 920014 | Total |
| Program Services | 618818 | ProgramServices |
| Management And General | 253746 | ManagementAndGeneral |
| Fundraising | 47450 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12043755 | Total |
| Program Services | 10161826 | ProgramServices |
| Management And General | 1228283 | ManagementAndGeneral |
| Fundraising | 653646 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 922062 | Total |
| Program Services | 763621 | ProgramServices |
| Management And General | 122275 | ManagementAndGeneral |
| Fundraising | 36166 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3142921 | Total |
| Program Services | 2556438 | ProgramServices |
| Management And General | 350265 | ManagementAndGeneral |
| Fundraising | 236218 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 937844 | Total |
| Program Services | 782595 | ProgramServices |
| Management And General | 102860 | ManagementAndGeneral |
| Fundraising | 52389 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10870 | Total |
| Management And General | 10870 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82500 | Total |
| Management And General | 82500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113726 | Total |
| Management And General | 113726 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379381 | Total |
| Program Services | 238402 | ProgramServices |
| Management And General | 124957 | ManagementAndGeneral |
| Fundraising | 16022 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269999 | Total |
| Management And General | 106960 | ManagementAndGeneral |
| Fundraising | 163039 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330703 | Total |
| Program Services | 39877 | ProgramServices |
| Management And General | 250735 | ManagementAndGeneral |
| Fundraising | 40091 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182848 | Total |
| Program Services | 100723 | ProgramServices |
| Management And General | 48390 | ManagementAndGeneral |
| Fundraising | 33735 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1160113 | Total |
| Program Services | 952774 | ProgramServices |
| Management And General | 195720 | ManagementAndGeneral |
| Fundraising | 11619 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4832 | Total |
| Fundraising | 4832 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221862 | Total |
| Program Services | 200411 | ProgramServices |
| Management And General | 21451 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18902 | Total |
| Program Services | 18902 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1629445 | Total |
| Program Services | 1394581 | ProgramServices |
| Management And General | 222806 | ManagementAndGeneral |
| Fundraising | 12058 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71367 | Total |
| Program Services | 47457 | ProgramServices |
| Management And General | 23331 | ManagementAndGeneral |
| Fundraising | 579 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Auxiliary Services | 1911836 | 1911836 | ||
| Retiree Health Benefits | 760945 | 636164 | 91085 | 33696 |
| Instructional Support | 756023 | 756023 | ||
| Bad Debts | 50000 | 50000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25939198 | Total |
| Program Services | 21197698 | ProgramServices |
| Management And General | 3399960 | ManagementAndGeneral |
| Fundraising | 1341540 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37040 | BOY |
| EOY | 39077 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9172586 | BOY |
| EOY | 11274067 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 648627 | BOY |
| EOY | 425903 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329380 | BOY |
| EOY | 225697 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212637 | BOY |
| EOY | 237447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49752567 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21355152 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29427265 | BOY |
| EOY | 28397415 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27265051 | BOY |
| EOY | 28102975 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8938753 | BOY |
| EOY | 9555745 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120000 | BOY |
| EOY | 120000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76151339 | BOY |
| EOY | 78378326 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 848670 | BOY |
| EOY | 1824729 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2163852 | BOY |
| EOY | 2332962 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2526491 | BOY |
| EOY | 1290000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6332047 | BOY |
| EOY | 7097072 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11871060 | BOY |
| EOY | 12544763 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26803806 | BOY |
| EOY | 25587019 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627298 | BOY |
| EOY | 879634 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36849175 | BOY |
| EOY | 39366910 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64280279 | BOY |
| EOY | 65833563 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76151339 | BOY |
| EOY | 78378326 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 65808 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1663605 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -176129 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36849175 | BeginningOfYearBalance |
| Contributions | 250282 | Contributions |
| Investment Earnings Or Losses | 3820703 | InvestmentEarningsOrLosses |
| Other Expenditures | 1439524 | OtherExpenditures |
| Administrative Expenses | 113726 | AdministrativeExpenses |
| End Of Year Balance | 39366910 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37568131 | BeginningOfYearBalance |
| Contributions | 227265 | Contributions |
| Investment Earnings Or Losses | 498344 | InvestmentEarningsOrLosses |
| Other Expenditures | 1307640 | OtherExpenditures |
| Administrative Expenses | 136925 | AdministrativeExpenses |
| End Of Year Balance | 36849175 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31436320 | BeginningOfYearBalance |
| Contributions | 199108 | Contributions |
| Investment Earnings Or Losses | 7400382 | InvestmentEarningsOrLosses |
| Other Expenditures | 1279542 | OtherExpenditures |
| Administrative Expenses | 188137 | AdministrativeExpenses |
| End Of Year Balance | 37568131 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28771145 | BeginningOfYearBalance |
| Contributions | 322502 | Contributions |
| Investment Earnings Or Losses | 3782295 | InvestmentEarningsOrLosses |
| Other Expenditures | 1338076 | OtherExpenditures |
| Administrative Expenses | 101546 | AdministrativeExpenses |
| End Of Year Balance | 31436320 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36445512 | BeginningOfYearBalance |
| Contributions | 417219 | Contributions |
| Investment Earnings Or Losses | -6478360 | InvestmentEarningsOrLosses |
| Other Expenditures | 1363090 | OtherExpenditures |
| Administrative Expenses | 250136 | AdministrativeExpenses |
| End Of Year Balance | 28771145 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.60000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1333589 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3215039 | OtherCostOrOtherBasis |
| Book Value | 4548628 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1085536 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 40560384 | OtherCostOrOtherBasis |
| Depreciation | 18819461 | Depreciation |
| Book Value | 22826459 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 601598 | OtherCostOrOtherBasis |
| Depreciation | 446078 | Depreciation |
| Book Value | 155520 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2956421 | OtherCostOrOtherBasis |
| Depreciation | 2089613 | Depreciation |
| Book Value | 866808 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28397415 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Common Fund Capital Partners 1999, L.P. | 62091 | F |
| Common Fund Capital Partners 2000, L.P. | 707272 | F |
| Bluestem Partners, L.P. | 2389383 | F |
| Lone Pine Cascade, L.P. | 2755481 | F |
| Forester Partners, L.P. | 2701887 | F |
| Blackrock Private Capital Off-shore, L.P. | 939631 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9555745 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued Post-retirement health care benefits | Description |
| Amount | $7,097,072 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7097072 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 27864844 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1663605 | NetUnrealizedGainsInvestments |
| Other Revenues | 309959 | OtherRevenues |
| Revenue Not Rptd F990 | 1973564 | RevenueNotRptdF990 |
| Revenue Subtotal | 25891280 | RevenueSubtotal |
| Investment Expenses Not Included | 113726 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 113726 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26005006 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26130799 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 305327 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 305327 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25825472 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 113726 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 113726 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25939198 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | 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 accounts for uncertain tax positions pursuant to the provisions set forth by accounting standards. These standards apply to all income tax positions and provides for a two-step approach of recognition and measurement. The first step involves assessing whether the tax position is more likely than not to be sustained upon examination based upon its technical merits. The second step involves measurement of the amount to recognize. Tax positions that meet the more likely than not threshold are measured at the largest amount of tax benefit that is greater than 50% likely of being realized upon ultimate finalization with the taxing authority. The School believes that its income tax filing positions and deductions will be sustained on audit and does not anticipate any adjustments that will result in a material adverse effect on the Schools financial condition, results of operations or cash flow. Therefore, no reserves for uncertain income tax positions have been recorded pursuant to accounting standards. Tax years dating back to 2009 are open for examination by federal and state authorities. |
| Part XI, Line 2d - Other Adjustments: | Interfund management fee 80,000. Fundraising expenses netted against revenue 124,875. Provision for Uncolectible Pledge 4,632. Rental expenses Part VIII Line 6 b 100,452. | |
| Part XII, Line 2d - Other Adjustments: | Interfund management fee 80,000. Fundraising expenses netted against revenue 124,875. Rental expenses Part VII Line 6 b 100,452. |
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 | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | The School annually places an advertisement in a major regional newspaper announcing its racially nondiscriminatory policy. This policy is also included on the School's website, and in all printed marketing materials and employee handbooks. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | The School receives government assistance from the Town of New Canaan for transportation services in the amount of $305,900 as well as $105,693 for a nursing subsidy under Town Statute 10-217a. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Horizons Annual Benefit | NameOfEvent1 |
| Gross Receipts Event1 | 645690 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 468840 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 176850 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 124875 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 645690 | GrossReceiptsTotal |
| Charitable Contributions Total | 468840 | CharitableContributionsTotal |
| Gross Revenue Total Events | 176850 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 124875 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 124875 | DirectExpenseSummaryEvents |
| Net Income Summary | 51975 | 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 | College Scholarships | TypeOfGrant |
| Number Of Recipients | 18 | NumberOfRecipients |
| Amount Of Cash Grant | 17250 | AmountOfCashGrant |
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 New Canaan Country School 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Timothy R Bazemore | ||||||||||||||
| Headmaster | 357558 | 0 | 0 | 0 | 0 | 0 | 73384 | 0 | 72977 | 0 | 503919 | 0 | 0 | 0 |
| Raphael Elkind | ||||||||||||||
| Faculty Representative | 83706 | 0 | 0 | 0 | 0 | 0 | 7461 | 0 | 59266 | 0 | 150433 | 0 | 0 | 0 |
| John Ziac | ||||||||||||||
| Chief Financial Officer | 203902 | 0 | 0 | 0 | 0 | 0 | 19534 | 0 | 22202 | 0 | 245638 | 0 | 0 | 0 |
| Kathleen Holz | ||||||||||||||
| Head Lower School | 129864 | 0 | 0 | 0 | 0 | 0 | 12044 | 0 | 50101 | 0 | 192009 | 0 | 0 | 0 |
| Bruce Lemoine | ||||||||||||||
| Dir. of Studies | 112016 | 0 | 0 | 0 | 0 | 0 | 10349 | 0 | 33595 | 0 | 155960 | 0 | 0 | 0 |
| Tim Delehaunty | ||||||||||||||
| Head Upper School | 134307 | 0 | 0 | 0 | 0 | 0 | 10954 | 0 | 58234 | 0 | 203495 | 0 | 0 | 0 |
| Tom Giggi | ||||||||||||||
| Teacher | 138929 | 0 | 0 | 0 | 0 | 0 | 10498 | 0 | 16523 | 0 | 165950 | 0 | 0 | 0 |
| Nancy Hayes | ||||||||||||||
| Director of Enrollment | 163075 | 0 | 0 | 0 | 0 | 0 | 14924 | 0 | 17571 | 0 | 195570 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Lisa Bazemore | |||
| Employee | 66000 | Wages | 0 |
| Joshua Ziac | |||
| Employee | 102750 | Wages | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 151906 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Mean of High/Low | 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 (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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) -180,761. Provision for Uncollectible Pledges 4,632. | Changes in Net Assets or Fund Balances: |
| There have been no changes to the process relating to audit oversight. |
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