2026-04-15T11:04:08-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2024-07-01 751085363 FORT WORTH COUNTRY DAY SCHOOL INC FORT 8177327718 4200 COUNTRY DAY LANE FORT WORTH TX 76109 THOMAS MITCHELL CFOO 8177327718 2026-04-14 1 1 MATTHEW PETROSKI P00853132 9726611843 2026-03-26 2024 2025-03-06 01:10:19Z ERIC LOMBARDI 4200 COUNTRY DAY LANE FORT WORTH TX 76109 49158814 0 X WWW.FWCD.ORG X 1962 TX THE MISSION OF FORT WORTH COUNTRY DAY SCHOOL IS TO FOSTER THE INTELLECTUAL, PHYSICAL, EMOTIONAL AND ETHICAL DEVELOPMENT OF CAPABLE STUDENTS THROUGH AN ACADEMICALLY RIGOROUS COLLEGE PREPARATORY PROGRAM THAT INTEGRATES THE ARTS AND ATHLETICS. 20 20 434 750 20045 17545 13993198 6278656 33539064 35179387 3526350 3837354 197499 134360 51256111 45429757 3778067 4143054 0 0 23512617 24121622 0 0 1138693 11616030 12944502 38906714 41209178 12349397 4220579 159677474 168494899 44507230 46818680 115170244 121676219 THE MISSION OF FORT WORTH COUNTRY DAY SCHOOL IS TO FOSTER THE INTELLECTUAL, PHYSICAL, EMOTIONAL AND ETHICAL DEVELOPMENT OF CAPABLE STUDENTS THROUGH AN ACADEMICALLY RIGOROUS COLLEGE PREPARATORY PROGRAM THAT INTEGRATES THE ARTS AND ATHLETICS. 0 0 31687947 4143054 35173547 THE SCHOOL HAD A STUDENT ENROLLMENT OF 1,116. TRADITIONALLY, ONE-HUNDRED PERCENT OF FWCD GRADUATES ATTEND FOUR YEAR COLLEGES AND UNIVERSITIES. THE MEMBERS OF THE CLASS OF 2025 WERE ADMITTED TO 151 DIFFERENT COLLEGES. THESE GRADUATES WERE AWARDED MORE THAN $11.3 MILLION IN MERIT-BASED SCHOLARSHIPS AND OTHER AWARDS. FORTY-EIGHT PERCENT OF THE MEMBERS OF THE CLASS OF 2025 ATTENDED SCHOOLS IN THE STATE OF TEXAS, WHILE FORTY-NINE PERCENT WENT OUT OF STATE. 31687947 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 188 0 1 434 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THOMAS MITCHELL CFOO 8173023220 4200 COUNTRY DAY LANE FORT WORTH TX 76109 BRIAN CRUMLEY PRESIDENT 10.00 X X 0 0 0 WILLIAM BUTLER VICE PRESIDENT 2.00 X X 0 0 0 ELYSE STOLTZ DICKERSON VP/BUILD. & GROUNDS CHR. (THRU 5/25) 2.00 X X 0 0 0 ROB SEMPLE TREASURER / FINANCE CHAIR 2.00 X X 0 0 0 JOHN BROOKMAN SECRETARY 2.00 X X 0 0 0 JOSEPH BERKES TRUSTEE 1.00 X 0 0 0 LAURA BIRD TRUSTEE 1.00 X 0 0 0 ANDREW BLAKE TRUSTEE 1.00 X 0 0 0 ANN BLUNTZER TRUSTEE 1.00 X 0 0 0 BALDWIN RICKY BROWN TRUSTEE (THRU 05/25) 1.00 X 0 0 0 ORLANDO CARVALHO TRUSTEE 1.00 X 0 0 0 GEORGINA MONCRIEF CONDREY TRUSTEE 1.00 X 0 0 0 WHITNEY CREEL TRUSTEE 1.00 X 0 0 0 ASAD DEAN TRUSTEE 1.00 X 0 0 0 HUGO DEL POZZO TRUSTEE 1.00 X 0 0 0 DAK HATFIELD TRUSTEE (THRU 05/25) 1.00 X 0 0 0 JONATHAN KELLAM TRUSTEE 1.00 X 0 0 0 STEPHEN LUSKEY TRUSTEE 1.00 X 0 0 0 DEMEQUA MOORE TRUSTEE 1.00 X 0 0 0 JAMIE PACKER ADVANCEMENT CHAIR 1.00 X 0 0 0 MERIANNE ROTH TRUSTEE & LEADERSHIP CHR. (THRU 5/25) 1.00 X 0 0 0 HEATHER SENTER TRUSTEE 1.00 X 0 0 0 BLAINE SMITH TRUSTEE 1.00 X 0 0 0 HELEN TODORA TRUSTEE 1.00 X 0 0 0 ERIC LOMBARDI HEAD OF SCHOOL 40.00 X 496861 0 73098 THOMAS MITCHELL CFO & OPERATIONS 40.00 X 275248 0 53346 SANDRA TUOMEY DIRECTOR OF ADVANCEMENT 40.00 X 157058 0 59396 AMY WITTEN ASSIST. HEAD OF SCHOOL, STUDENT SVCS 40.00 X 166899 0 17147 ERNEST UHR DIRECTOR OF TECHNOLOGY 40.00 X 158883 0 28464 PEGGY WAKELAND HEAD OF UPPER SCHOOL 40.00 X 159581 0 23656 JOSEPH BREEDLOVE DIRECTOR BREAKTHROUGH 40.00 X 152047 0 11670 1566577 0 266777 40 0 1 0 LINBECK GROUP LLC 1263 WEST ROSEDALE 202 FORT WORTH TX 76104 LOWER SCHOOL CONSTRUCTION 14662646 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE PROVIDER 1643066 LAKE FLATO ARCHITECTS INC 321 6TH STREET SUITE B SAN ANTONIO TX 78215 LOWER SCHOOL CONSTRUCTION 519161 SYNERGI PARTNERS INC PO BOX 5599 FLORENCE SC 29502 ERC CONSULTING 261361 TARRANT CONSTRUCTION SERVICES LTD 2225 W PETERSMITH ST FORT WORTH TX 76102 RESTROOM REMODEL/FOUNDATION REPAIR 168541 8 117286 6161370 188981 6278656 TUITION AND FEES 611710 32935154 32935154 AUXILIARY INCOME 611710 1347906 1342066 5840 SUMMER SCHOOL 611710 719086 719086 BALLET 611710 126741 126741 TRANSPORTATION SERVICE 611710 50500 50500 35179387 1572654 14205 1558449 58163 58163 5894705 9250 3219385 419870 2675320 -410620 2264700 2264700 22986 17903 5083 5083 37727 22514 15213 15213 105286 49385 55901 55901 45429757 35173547 20045 3957509 4143054 4143054 916900 892885 24015 18802020 14001783 4015146 785091 1145265 896482 200111 48672 1928644 1495721 351143 81780 1328793 943534 330736 54523 315474 315474 67948 67948 731736 731736 347038 177013 170025 110834 26859 83975 91711 66067 19570 6074 3863640 3602395 240835 20410 55873 29692 26181 50166 36139 10705 3322 248600 232688 14668 1244 1987190 1860010 117244 9936 SUPPLIES 2134757 1566970 464161 103626 DINING SERVICES 1404524 1404524 STUDENT ACTIVITY FEES 578821 578821 MISCELLANEOUS 458950 220759 238191 497240 405436 91804 41209178 31687947 8382538 1138693 6063888 4229100 15811500 18202684 16347901 11804059 15516212 16409103 599875 597098 1929655 973384 94866746 33665391 49482622 61201355 11041591 11978282 42704444 42626418 179786 473416 159677474 168494899 8072786 2298225 27425525 28669669 7629133 14520781 1200000 834672 179786 495333 44507230 46818680 X 54861259 69362810 60308985 52313409 115170244 121676219 159677474 168494899 4220579 2285396 0 X 0 1 X 1 0 X 4058777 9768883 11960307 13993198 6278656 46059821 4058777 9768883 11960307 13993198 6278656 46059821 4197334 41862487 206997 418193 825377 1543381 1630817 4624765 51380 107289 137022 129580 76197 501468 51186054 158817928 0.81780 0.79920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55588961 854779 4986466 2541788 58888418 51433481 707018 5926979 2478517 55588961 47770615 752941 5295173 2385248 51433481 53764689 1083507 -4719570 2358011 47770615 41822549 56965 14204221 2319046 53764689 0.34140 0.33460 0.32400 0 0 3338763 3338763 88011113 31098354 56912759 3516870 2567037 949833 61201355 EMERGING MARKET EQUITIES 2505751 F DIRECTIONAL EQUITY LONG/SHORT 4757878 F MARKET NEUTRAL ALTERNATIVES 11591399 F PRIVATE EQUITY 7298768 F DOMESTIC EQUITIES 9298717 F INTERNATIONAL EQUITIES 7173905 F 42626418 OPERATING LEASE LIABILITIES 144668 FINANCE LEASE LIABILITIES 350665 495333 X 43148475 2285396 218310 89802 2593508 40554967 731736 4143054 4874790 45429757 36642500 218310 89802 308112 36334388 731736 4143054 4874790 41209178 PART V, LINE 4: THE DESIGNATED NET ASSETS OF FORT WORTH COUNTRY DAY SCHOOL, INC (THE SCHOOL) REPRESENTS FUNDS DESIGNATED BY THE BOARD TO FUND AN ENDOWMENT. THE INCOME MAY BE EXPENDABLE TO SUPPORT FUTURE CAPITAL EXPENDITURE NEEDS AS DETERMINED BY THE BOARD OF TRUSTEES. THE PERMANENTLY RESTRICTED NET ASSETS OF THE SCHOOL REPRESENT FUNDS RESTRICTED BY THE DONOR TO ESTABLISH A PERMANENT ENDOWMENT. THE INCOME FROM THE DONOR RESTRICTED ENDOWMENT MAY BE USED TO SUPPORT SCHOLARSHIPS, FACULTY SALARIES, AND OTHER SPECIFIC ENDEAVORS IDENTIFIED IN THE GIFT INSTRUMENTS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 17,903. COST OF GOODS SOLD 49,385. GAMING EXPENSES 22,514. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 4,143,054. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 17,903. COST OF GOODS SOLD 49,385. GAMING EXPENSES 22,514. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 4,143,054. 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'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED ON OUR WEBSITE, IN HANDBOOKS, AND IN ALL ADVERTISING AND ADMISSIONS PUBLICATIONS. SCHEDULE E, PART I, LINE 6 THE 'BREAKTHROUGH PROGRAM' RECEIVES FUNDING FROM THE TEXAS STATE COMPTROLLER FOR FOOD SERVICES. THE SCHOOL ALSO RECEIVED EMPLOYEE RETENTION CREDITS FROM THE INTERNAL REVENUE SERVICE AND TITLE II FEDERAL GRANTS FOR PROFESSIONAL DEVELOPMENT EXPENSES. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 16357533 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 4247952 0 0 0 0 0 0 20605485 0 20605485 1 0 0 1 1 0 PART I, LINE 3: FORT WORTH COUNTRY DAY SCHOOL USES THE ACCRUAL METHOD TO ACCOUNT FOR INVESTMENTS IN FOREIGN REGIONS. THIS REPORTING METHODOLOGY IS CONSISTENT WITH THE ORGANIZATION'S FINANCIAL STATEMENTS. CARNIVAL 22986 0 22986 3305 5299 7168 2131 22986 22986 3305 5299 7168 2131 17903 5083 30819 725 2469 14175 1 0.86960 6908 4900 245 1 1.00000 37727 5625 2469 14420 22514 15213 TX 1 0 0 0 1.00000 0 TAMMI HODGES CONTROLLER X 0 0 1 FINANCIAL AID 251 4143054 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: FINANCIAL AID: ALL FINANCIAL AID IS AWARDED TO FAMILIES ON THE BASIS OF FINANCIAL NEED. PARENTS ANNUALLY COMPLETE THE PARENTS' FINANCIAL STATEMENT (PFS) AND SUBMIT IT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) WHICH COMPUTES A PROJECTED PARENT CONTRIBUTION. PARENTS ARE FURTHER REQUIRED TO SUBMIT A COPY OF ALL FORMS W-2 AND SCHEDULES OF THEIR CURRENT AND ANY STUDENT IRS TAX RETURNS. THE DIRECTOR OF FINANCIAL AID REVIEWS THE COMPUTATIONS AND RECOMMENDS AN AWARD TO PERSONNEL ATTENDING THE FINANCIAL AID REVIEW MEETINGS. THE DIRECTOR OF FINANCIAL AID MAY REQUEST CLARIFICATION ON ANY SUBMITTED FORMS AND IS AT LIBERTY TO SECURE ANY OTHER ADDITIONAL FINANCIAL STATEMENTS OR INFORMATION THAT MAY BE RELEVANT IN DETERMINING A FAMILY'S FINANCIAL NEED. ALL FINANCIAL AID GRANTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS AND NO FINANCIAL AID DOLLARS DESIGNATED FOR TUITION, BOOKS, MEAL PLAN OR FEES IS EVER HANDED TO THE RECIPIENTS OF THE GRANT. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ERIC LOMBARDI HEAD OF SCHOOL 448283 0 1078 0 47500 0 58591 0 14507 0 569959 0 0 0 THOMAS MITCHELL CFO & OPERATIONS 274224 0 1024 0 0 0 19883 0 33463 0 328594 0 0 0 SANDRA TUOMEY DIRECTOR OF ADVANCEMENT 155940 0 1118 0 0 0 12296 0 47100 0 216454 0 0 0 ERNEST UHR DIRECTOR OF TECHNOLOGY 157720 0 1138 0 25 0 16386 0 12078 0 187347 0 0 0 AMY WITTEN ASSIST. HEAD OF SCHOOL, STUDENT SVCS 165810 0 1089 0 0 0 5069 0 12078 0 184046 0 0 0 PEGGY WAKELAND HEAD OF UPPER SCHOOL 157532 0 1199 0 850 0 15950 0 7706 0 183237 0 0 0 JOSEPH BREEDLOVE DIRECTOR BREAKTHROUGH 125419 0 1098 0 25530 0 2622 0 9048 0 163717 0 0 0 PART I, LINE 1A THE FOLLOWING TAXABLE COMPENSATIONS WERE PROVIDED TO OUR HEAD OF SCHOOL DURING CALENDAR YEAR 2024. HOUSING ALLOWANCE: THE SCHOOL WILL PAY THE HEAD OF SCHOOL A HOUSING ALLOWANANCE EQUAL TO $47,500 EACH CONTRACT YEAR (THE HOUSING ALLOWANCE). EACH YEAR'S HOUSING ALLOWANCE WILL BE PAID IN TWELVE EQUAL MONTHLY PAYMENTS AND SHALL BE PAYABLE ON THE FIRST DAY OF EACH CALENDAR MONTH. THE HOUSING ALLOWANCE PAYMENTS SHALL BE SUBJECT TO ALL APPROPRIATE WITHHOLDINGS AND DEDUCTIONS. THE HEAD OF SCHOOL SUPPORT COMMITTEE MEETS ANNUALLY TO DISCUSS BONUSES. THEY USE INDEX BENCHMARKING DATA TO ASSIST THEM IN DETERMINING THE INCREASE FOR THE HEAD OF SCHOOL EVERY YEAR. BONUS PAYMENTS MADE TO OFFICERS AND HIGHLY COMPENSATED EMPLOYEES REPORTED ON 990, PART VII, SECTION A, WERE GROSSED UP BASED ON THE BOARD OF TRUSTEES' DIRECTION. PART I, LINE 7 A $1,000 BONUS WAS PAID (GROSSED UP) TO ALL EMPLOYEES IN 2024 BASED ON THE BOARD OF TRUSTEES DIRECTION. A SANGER CULTURAL EDUCATION FACILITIES FINANCE CORP 263736640 2016-01-14 8305000 CONSTRUCTION OF FACILITIES, REFUND 0 0 0 B NEW HOPE HIGHER EDUCATION FINANCE CORPORATION 871509587 2024-03-26 15000000 FINANCING & REFINANCING OF EDUCATIONAL FACILITIES COSTS 0 0 0 A 5645000 8305000 72084 1677000 6555916 2016 0 1 1 1 B 12000000 146361 11853639 2024 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 1 0 0 0 NA 0 0 0 0 0 B 0 0 1 0 0 0 NA 0 0 0 0 0 A 0 B 0 X 13 188981 PUBLICLY TRADED EXCHANGE 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B FORT WORTH COUNTRY DAY SCHOOL WILL REVIEW THE DRAFT OF THE FORM 990 AS PREPARED BY OUR INDEPENDENT ACCOUNTANT AS FOLLOWS: 1) REVIEW BY THE HEAD OF SCHOOL, 2) REVIEW BY THE CHIEF FINANCIAL OFFICER, 3) REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND 4) ACKNOWLEDGMENT BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENT REQUIRES THE BOARD MEMBER TO AFFIRM THAT THERE ARE NO KNOWN CONFLICTS OF INTEREST OR IDENTIFY AND DISCLOSE TRANSACTIONS AND FINANCIAL DEALINGS WITH THE SCHOOL. THESE STATEMENTS ARE REVIEWED BY THE PRESIDENT OF THE BOARD AND THE TREASURER WHO REPORTS TO THE EXECUTIVE COMMITTEE. AFTER REVIEW, THE STATEMENTS OF THE PRESIDENT AND TREASURER ARE SUBMITTED FOR REVIEW TO THE FULL EXECUTIVE COMMITTEE. UPON FINAL REVIEW, THESE STATEMENTS ARE KEPT ON FILE AT FWCD AND ARE AVAILABLE FOR REVIEW BY ANY INTERESTED TRUSTEE. AT THE BEGINNING OF A BOARD COMMITTEE DISCUSSION OF ANY ISSUE IN WHICH A DIRECTOR OR OFFICER, A CLOSE FAMILY MEMBER OR ANOTHER ORGANIZATION IN WHICH THEY HOLD A POSITION OF POWER MAY HAVE AN INTEREST, THE TRUSTEE WILL BE REQUIRED TO DISCLOSE THAT INTEREST AND ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE BOARD OF TRUSTEES SETS TUITION INCREASES AND THE PERCENTAGE INCREASE FOR SALARIES. THIS AMOUNT IS ALLOCATED TO FACULTY, STAFF AND ADMINISTRATORS BASED ON MERIT AND WITHIN A RANGE. FORT WORTH COUNTRY DAY IS A MEMBER OF THE INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST, (ISAS) ITS ACCREDITING AGENCY, WHICH COMPILES AN ANNUAL REPORT BASED ON SALARY DATA SUBMITTED BY EACH MEMBER SCHOOL. THERE ARE CATEGORIES IN THIS REPORT SPECIFICALLY IDENTIFIED BY INDEPENDENT SCHOOL POSITIONS, (KEY EMPLOYEES) SUCH AS HEAD OF SCHOOL, CHIEF FINANCIAL OFFICER, DIRECTOR OF ADVANCEMENT, DIRECTOR OF ADMISSIONS, ETC. A SIMILAR REPORT IS ALSO FURNISHED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) AND INDEX, BOTH OF WHICH THE SCHOOL IS A MEMBER. THESE ALSO SERVE AS TOOLS FOR MEASUREMENT OF RANGES OF SALARIES BY POSITION WITHIN AN INDEPENDENT SCHOOL, SPECIFICALLY BY REGIONS WITHIN THE UNITED STATES FOR THE HEAD OF THE SCHOOL. A COMPENSTATION COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES USES THIS DATA TO DEVELOP A RECOMMENDATION FOR AN ANNUAL CONTRACT. THE BOARD OF TRUSTEES GIVE FINAL APPROVAL. THIS PROCESS LAST TOOK PLACE IN MAY 15, 2025. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE FOR REVIEW IN THE BUSINESS OFFICE AT FORT WORTH COUNTRY DAY SCHOOL. OUR ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE ON OUR WEBSITE. PAS HOLDINGS LLC 4200 COUNTRY DAY LANE FORT WORTH TX 76109 751085363 RENTAL TX FWCD SCHOOL