2026-05-14T17:37:03-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-07-01 060646765 THE NEW CANAAN COUNTRY SCHOOL INCORPORATED NEWC 2039720771 635 FROGTOWN ROAD NEW CANAAN CT 06840 SEBNEM GIORGIO CFOO 2039720771 2026-05-14 1 1 MELISSA MODELSON P01603524 9143818900 2026-05-14 2024 2025-03-06 01:10:19Z AARON COOPER 635 FROGTOWN ROAD NEW CANAAN CT 06840 55426930 0 X WWW.COUNTRYSCHOOL.NET X 1916 CT NEW CANAAN COUNTRY SCHOOL, INC. IS AN ELEMENTARY SCHOOL, GRADES BEGINNERS 9, ACCREDITED BY THE CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS. ITS MISSION 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. 24 21 348 457 99345 37225 8535497 6612710 27932837 28727202 4976968 7793751 246642 170754 41691944 43304417 2810413 2645403 0 0 22903342 23262073 0 70000 1396346 10810870 11349828 36524625 37327304 5167319 5977113 121587166 129508591 13996398 13793275 107590768 115715316 WE CREATE AN ACTIVE, JOYFUL LEARNING ENVIRONMENT WHERE CHILDREN ARE CHALLENGED TO THINK DEEPLY, QUESTION CONFIDENTLY, AND ACT GENEROUSLY SO THAT THEY MAY LEAD LIVES OF IMPACT AND PURPOSE. 0 0 28949131 2645403 28788890 EDUCATION EXPENSES INCURRED FOR THE PRIMARY EDUCATION ENROLLMENT OF 575 STUDENTS IN GRADES BEGINNERS TO GRADE 9. 1682350 0 17502 HORIZONS IS A FULL-SCHOLARSHIP YEAR-ROUND ACADEMIC AND ENRICHMENT PROGRAM SERVING APPROXIMATELY 400 DISADVANTAGED STUDENTS EACH YEAR, PRIMARILY FROM STAMFORD AND NORWALK. 30631481 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 169 0 348 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 21 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X SEBNEM GIORGIO 2039720771 635 FROGTOWN ROAD NEW CANAAN CT 06840 AARON COOPER HEADMASTER 50.00 X X 740337 0 296994 LACEY RAMSEY FACULTY TRUSTEE 41.00 X 105194 0 5363 DARBY WEBBER FACULTY TRUSTEE 41.00 X 94007 0 21841 TUCKER GOLDEN PRESIDENT 5.00 X X 0 0 0 ARMAN C GOKGOL-KLINE VICE PRESIDENT 5.00 X X 0 0 0 LAUREN W GREIG TREASURER 5.00 X X 0 0 0 HEIDI LOCKE-SIMON SECRETARY 5.00 X X 0 0 0 ARLETY BOWMAN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER L BRIGHAM TRUSTEE 1.00 X 0 0 0 RYAN MARIE BROOKS TRUSTEE 1.00 X 0 0 0 DANIEL DIBIASIO TRUSTEE 1.00 X 0 0 0 ALEX FIGUEROA TRUSTEE 1.00 X 0 0 0 MIKE GODINA TRUSTEE 1.00 X 0 0 0 TAYLOR GOULD TRUSTEE 1.00 X 0 0 0 JAMEL A KEELS TRUSTEE 1.00 X 0 0 0 SARAH KILCULLEN TRUSTEE 1.00 X 0 0 0 JEN KLINE TRUSTEE 1.00 X 0 0 0 MATTHEW F LEBARON TRUSTEE 1.00 X 0 0 0 JOHN V RICOTTA TRUSTEE 1.00 X 0 0 0 ELIZBETH SCHMITT TRUSTEE 1.00 X 0 0 0 REBECCA THORNTON TRUSTEE 1.00 X 0 0 0 SARAH W VRABAC TRUSTEE 1.00 X 0 0 0 DOUG RYDER TRUSTEE 1.00 X 0 0 0 JAWANDA STABER TRUSTEE 1.00 X 0 0 0 TARA CONIGLIO TRUSTEE 1.00 X 0 0 0 ANNE MARIE SCHETTINI-LYNCH CFO THRU MAY 2025 50.00 X 318856 0 15813 MEAGHAN MALLIN HEAD OF LOWER SCHOOL 40.00 X 201484 0 94360 KIRSTEN ROSOLEN HEAD OF UPPER & MIDDLE SCHOOL 40.00 X 173710 0 59532 MARK MACRIDES DIRECTOR OF COMMUNITY ENGAGEMENT 40.00 X 161702 0 30612 HOLLY CASELLA DIRECTOR OF ADVANCEMENT 40.00 X 157531 0 35212 GAYLE KENT FINDLAY DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 X 121985 0 32393 RESHAN RICHARDS DIRECTOR OF STUDIES 40.00 X 172917 0 127682 ELIZABETH O'BRIEN DIRECTOR OF ENROLLMENT 40.00 X 170826 0 78325 RYAN SMITH FORMER SENIOR DIRECTOR ADVANCEMENT 0.00 X 111580 0 16121 2530129 0 814248 60 1 1 0 FIRST STUDENT INC 22157 NETWORK PLACE CHICAGO IL 60673 BUS TRANSPORTATION 1419287 FLIK INTERNATIONAL CORP 3 INTERNATIONAL DR STE 200 RYE BROOK NY 10573 FOOD SERVICES 888120 F SANCHEZ LANDSCAPING SERVICE LLC 23 VICTOR STREET DANBURY CT 06810 LANDSCAPER 578623 IBS BUILDING SERVICE CONTRACTORS INC 36-06 43RD AVENUE LONG ISLAND CITY NY 11101 CLEANING CONTRACTOR 420235 GRAHAM-PELTON ASSOCIATED INC 39 BEECHWOOD ROAD SUMMIT NJ 07901 CAPITAL CAMPAIGN CONSULTANT 212003 23 750093 408267 5454350 1155121 6612710 TUITION AND FEES 611110 26749985 26749985 AUXILIARY SERVICES 611110 1977217 1977217 28727202 1846344 32513 1813831 614625 504077 110548 110548 110548 17231156 27652 11301934 9467 5929222 18185 5947407 66832 5880575 195890 750093 296248 -100358 -100358 89977 10787 79190 79190 INSURANCE REIMBURSEMNTS 900099 63402 63402 MISCELLANEOUS INCOME 900099 11192 11192 CREDIT CARD REWARDS 900099 5562 5562 1218 1218 81374 43304417 28806392 99345 7785970 2645403 2645403 1794757 1503643 291114 7386 7386 14163043 11681547 1749322 732174 994565 799502 139420 55643 5073154 4288520 590671 193963 1229168 1022689 146772 59707 44763 44763 163995 163995 92524 92524 70000 70000 690813 690813 2781243 2721715 54905 4623 261653 3308 211687 46658 779574 291298 385475 102801 272056 123542 104229 44285 603516 544611 51932 6973 88943 82932 6011 50832 11677 39155 3648 3648 2635841 2429142 187223 19476 UBTI EXPENSES 23608 23608 INSTRUCTIONAL SUPPORT 809057 809057 CAFETERIA 744972 744972 REPAIRS AND MAINTENANCE 630269 531719 89927 8623 672521 385170 241942 45409 37327304 30631481 5299477 1396346 4209101 2849619 4110431 10244293 3898171 2683934 52554 18437 5895 5895 1122212 1053869 78720106 36854415 43315721 41865691 33634771 39371573 30318373 31248491 919937 166789 121587166 129508591 1542063 1902170 5107740 5011531 26325 21487 73112 99391 7247158 6758696 13996398 13793275 X 59708036 61309823 47882732 54405493 107590768 115715316 121587166 129508591 X 5977113 1692751 454684 X X 0 1 X 1 0 X 8237109 11012470 5669687 8535497 6612710 40067473 8237109 11012470 5669687 8535497 6612710 40067473 4806877 35260596 891896 1602193 2628897 2578327 2460969 10162282 28542 70822 17024 37225 153613 3075755 99789 111728 81374 3368646 53752014 131934793 0.65600 0.70650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RETIREE HEALTH - 2021 AMOUNT: $ 3,075,755. CREDIT CARD REWARDS - 2022 AMOUNT: $ 8,709. 2023 AMOUNT: $ 5,508. 2024 AMOUNT: $ 5,562. MISCELLANEOUS INCOME - 2022 AMOUNT: $ 39,349. 2023 AMOUNT: $ 99,610. 2024 AMOUNT: $ 11,192. RECOVERY OF BAD DEBTS - 2022 AMOUNT: $ 51,731. IRS REFUNDS - 2023 AMOUNT: $ 6,610. 2024 AMOUNT: $ 1,218. REIMBURSEMENTS - 2024 AMOUNT: $ 63,402. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 62369693 4099925 8131433 2101802 72499249 55616780 2558013 6352533 2157633 62369693 52580319 477486 4567944 2008969 55616780 60026079 418932 -5760549 1714056 295056 52675350 47447260 2560268 12030417 1770056 241810 60026079 0.30000 0.40000 0.30000 0 0 6508329 6508329 67097509 33025890 34071619 4904287 3828525 1075762 209981 209981 41865691 ALTERNATIVE INVESTMENTS 30871977 F CHARITABLE REMAINDER UNIT TRUST 376514 F 31248491 POSTRETIREMENT BENEFITS PAYABLE 6758696 6758696 X 42641616 1692751 1003326 2696077 39945539 714421 2644457 3358878 43304417 34517068 548642 548642 33968426 714421 2644457 3358878 37327304 PART IV, LINE 2B: THE SCHOOL HOLDS SECURITY DEPOSITS IN AN ESCROW ACCOUNT. THE MONEY IS RETURNED TO THE OWNERS ONCE THEY MOVE OUT. PART V, LINE 4: THE SCHOOL'S ENDOWMENT IS USED FOR SCHOOL PROGRAMS, SCHOLARSHIPS, FACULTY ENRICHMENT, AND THE HORIZONS PROGRAM BASED ON THE DESIGNATED FUNDS APPROVED BY THE BOARD OF TRUSTEES AND DONOR RESTRICTIONS. IN FY23 DURING ITS FINANCIAL STATEMENT AUDIT THE SCHOOL RESTATED ITS OPENING BALANCE. PART X, LINE 2: THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS 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 EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 10,787. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 504,077. POSTRETIREMENT MEDICAL BENEFITS PLAN ADJUSTMENT ON PART XI, LINE 9 488,462. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX, LINE 2 2,639,981. SPECIAL EVENTS EXPENSES REPORTED ON PART VIII, LINE 8B 4,476. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 10,787. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 504,077. WRITE OFF OF UNCOLLECTIBLE PLEDGES 33,778. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX, LINE 2 2,639,981. SPECIAL EVENTS EXPENSES REPORTED ON PART VIII, LINE 8B 4,476. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED GOVERNMENTAL ASSISTANCE DURING THE FISCAL YEAR. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 6385153 0 0 0 0 0 0 6385153 0 6385153 1 0 1 0 1 0 PART IV, FOREIGN FORMS, LINE 1: THE ORGANIZATION IS REQUIRED TO FILE FORM 926 BECAUSE IT DOES MEET THE APPLICABLE FILING THRESHOLD REQUIREMENT. PART IV, FOREIGN FORMS, LINE 3: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD OWNERSHIP OR OTHER FILING REQUIREMENTS. PART IV, FOREIGN FORMS, LINE 5: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 8865 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD OWNERSHIP AND OTHER FILING REQUIREMENTS. X X X X X X X 1 GRAHAM-PELTON ASSOCIATES 39 BEECHWOOD ROAD SUMMIT NJ 07901 CAPITAL CAMPAIGN CONSULTANT 0 0 70000 -70000 70000 -70000 CT NCCS AUCTION 628625 447135 181490 41494 47379 23658 164592 HORIZONS MAGIC NIGHT 317358 302958 14400 600 3981 6500 8044 945983 750093 195890 42094 51360 30158 172636 296248 -100358 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE SCHOOL ENGAGED GRAHAM-PELTON CONSULTING TO SUPPORT THE PLANNING AND EXECUTION OF ITS FUNDRAISING EFFORTS. UNDER THE AGREEMENT, GRAHAM-PELTON PROVIDED SERVICES OVER A FOUR-MONTH PERIOD FOR A TOTAL PROFESSIONAL FEE OF $58,000. PAYMENTS WERE STRUCTURED IN INSTALLMENTS, BEGINNING WITH AN INITIAL PAYMENT OF $12,000 UPON SIGNING, FOLLOWED BY ADDITIONAL PAYMENTS OF $12,000 IN AUGUST, $22,000 IN SEPTEMBER, AND A FINAL $12,000 IN OCTOBER. ALL PAYMENTS WERE MADE IN ADVANCE OF SERVICES RENDERED, CONSISTENT WITH THE TERMS OF THE AGREEMENT. 1 FINANCIAL AID 60 2639981 FACULTY GRANT 3 5422 PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS EACH FAMILY INDIVIDUALLY AND CONSIDERS VARIOUS FACTORS SUCH AS DEMONSTRATED NEED, OUTSTANDING DEBT, FAMILY SIZE, FINANCIAL HARDSHIP, AND SPECIAL CIRCUMSTANCES, IF ANY, AND OF COURSE, BUDGET AVAILABILITY. IT IS THE GOAL OF THE PROGRAM TO KEEP THE FAMILY'S CONTRIBUTION AMOUNT APPROXIMATELY THE SAME EACH YEAR, ADJUSTED FOR TUITION INCREASES, WHEN ALL THINGS REMAIN THE SAME, AS PREDICTABILITY IS IMPORTANT TO THE FAMILIES WE SERVE. WE ALSO RECOGNIZE THAT CIRCUMSTANCES CHANGE FROM YEAR TO YEAR. WHEN A FAMILY'S FINANCIAL SITUATION IMPROVES NOTABLY, WE MAY ASK THEM TO CONTRIBUTE MORE ACCORDINGLY. CONVERSELY, IF A FAMILY EXPERIENCES A SIGNIFICANT DROP IN INCOME OR FINANCIAL HARDSHIP, WE WILL WORK TO MEET THEIR NEED TO THE EXTENT THAT OUR BUDGET ALLOWS. NEW CANAAN COUNTRY SCHOOL USES THE CLARITY FINANCIAL AID APPLICATION TO DETERMINE A FAMILY'S ELIGIBILITY FOR NEED-BASED FINANCIAL AID AND CALCULATE THE RESULTING GRANT. CLARITY USES FAMILY SIZE, INCOME, AND ASSET INFORMATION IN THE APPLICATION TO ASSESS A FAMILY'S FINANCIAL SITUATION AND AUTOMATICALLY APPLIES A FEE WAIVER IF THE FAMILY QUALIFIES. QUALIFYING FAMILIES SIMPLY BYPASS ALL PAYMENT SCREENS WHEN THEIR APPLICATION IS COMPLETE. X X 0 1 X X X X 0 1 0 0 0 0 0 1 0 AARON COOPER HEADMASTER 471394 0 0 0 268943 0 78374 0 218620 0 1037331 0 0 0 ANNE MARIE SCHETTINI-LYNCH CFO THRU MAY 2025 317050 0 0 0 1806 0 15813 0 0 0 334669 0 0 0 RESHAN RICHARDS DIRECTOR OF STUDIES 172351 0 0 0 566 0 9113 0 118569 0 300599 0 0 0 MEAGHAN MALLIN HEAD OF LOWER SCHOOL 200912 0 0 0 572 0 13781 0 80579 0 295844 0 0 0 ELIZABETH O'BRIEN DIRECTOR OF ENROLLMENT 169997 0 0 0 829 0 17762 0 60563 0 249151 0 0 0 KIRSTEN ROSOLEN HEAD OF UPPER & MIDDLE SCHOOL 172834 0 0 0 876 0 18375 0 41157 0 233242 0 0 0 HOLLY CASELLA DIRECTOR OF ADVANCEMENT 157250 0 0 0 281 0 11687 0 23525 0 192743 0 0 0 MARK MACRIDES DIRECTOR OF COMMUNITY ENGAGEMENT 159532 0 0 0 2170 0 16200 0 14412 0 192314 0 0 0 GAYLE KENT FINDLAY DIRECTOR OF MARKETING AND COMMUNICAT 121092 0 0 0 893 0 11150 0 21243 0 154378 0 0 0 RYAN SMITH FORMER SENIOR DIRECTOR ADVANCEMENT 111265 0 0 0 315 0 0 0 16121 0 127701 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES HOUSING AS A CONDITION OF HIS EMPLOYMENT WHICH IS A NON-TAXABLE BENEFIT UNDER SECTION 119(B). ADDITIONALLY, THE SCHOOL PROVIDES CERTAIN FRINGE BENEFITS TO THE HEAD OF SCHOOL, INCLUDING PAYMENT OF SELECT CLUB MEMBERSHIP DUES AND EDUCATIONAL TUITION ASSISTANCE FOR DEPENDENT CHILDREN. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION AND ARE INCLUDED IN THE HEAD OF SCHOOL'S FORM W-2 IN ACCORDANCE WITH APPLICABLE TAX REGULATIONS. PART I, LINE 4B AARON COOPER PARTICIPATED IN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING 2024. THE SCHOOL CONTRIBUTED $52,500 DURING CALENDAR YEAR 2024. PART I, LINE 7 THE ORGANIZATION PAID DISCRETIONARY BONUSES TO CERTAIN INDIVIDUALS LISTED IN PART II AS REPORTED IN COLUMN B(II) FOR THE APPLICABLE INDIVIDUALS. X 15 1029911 AVG. SELLING PRICE X AUCTION ITEMS 88 125210 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M. FORM 990, PART VI, SECTION A, LINE 2 JEN KLINE AND ARMAN GOKGOL-KLINE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE SCHOOL SHALL CONSIST OF THE PARENT OR PARENTS, OR PERSON OR PERSONS STANDING IN LOCO PARENTIS, OF EACH PUPIL ENROLLED IN AND IN ATTENDANCE OF NEW CANAAN COUNTRY SCHOOL. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL BE ELECTED BY RESOLUTION OF THE MEMBERS OF THE SCHOOL AT THE ANNUAL MEETING OF THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE SCHOOL HOLD THE POWER TO FILL VACANCIES IN THE BOARD OF TRUSTEES AT THE ANNUAL MEETING OF THE MEMBERS OF THE SCHOOL. MEMBERS OF THE SCHOOL MAY ALSO AMENDED THE GOVERNING DOCUMENTS OF THE SCHOOL BY VOTE AT THE ANNUAL MEETING OF THE MEMBERS OF THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B NEW CANAAN COUNTRY SCHOOL HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED A REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. ONCE THE FORM 990 HAS BEEN PREPARED IT IS REVIEWED BY MANAGEMENT, A REDACTED COPY IS ELECTRONICALLY SHARED WITH THE ENTIRE BOARD FOR THEIR REVIEW. ONCE THE REVIEW IS COMPLETE, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. 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. THEY ARE REQUIRED TO INDICATE IF THERE ARE ANY PERSONAL, FAMILY, OR BUSINESS RELATIONSHIP WITH PARTIES WITH WHICH THE SCHOOL DOES BUSINESS. IF CONFLICTS WERE TO OCCUR, THE INDIVIDUALS SHOULD MAKE FULL DISCLOSURE IN WRITING TO HIS OR HER MANAGER OF ANY POTENTIAL CONFLICT OF INTEREST. THEY MUST ALSO DISCLOSE TO THE HEAD OF SCHOOL AND CHIEF FINANCIAL AND OPERATIONS OFFICER, USING A DISCLOSURE STATEMENT, SUCH POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE CHIEF FINANCIAL AND OPERATIONS OFFICER COMPILES COMPARATIVE COMPENSATION INFORMATION FROM HEADS OF SCHOOL ON A REGIONAL AND NATIONAL LEVEL. FORMS 990 OF SIMILAR SIZE SCHOOLS ARE REVIEWED AS WELL. THIS INFORMATION IS CONSIDERED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO MAKE ALL DECISIONS ON DETERMINING COMPENSATION. MINUTES FROM THESE MEETINGS ARE RETAINED IN WRITING AND KEPT CONFIDENTIAL. COMPENSATION IS REVIEWED ANNUALLY AND WAS LAST UNDERTAKEN IN FISCAL YEAR 2025. THE HEAD OF SCHOOL REVIEWS AND APPROVES THE SALARIES OF THE OTHER OFFICERS AND KEY EMPLOYEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE ANNUAL REPORTS AND OTHER INFORMATION REGARDING THE ORGANIZATION'S COMMITTEE, MANAGEMENT, ANNUAL GIVING, ENDOWMENT FUNDING, AND SCHOLARSHIP ASSISTANCE CAN BE ACCESSED FROM THE SCHOOL'S WEBSITE. FORM 990, PART XI, LINE 9: POSTRETIREMENT MEDICAL BENEFITS PLAN ADJUSTMENT 488,462. WRITE OFF OF UNCOLLECTIBLE PLEDGES -33,778. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.