2026-04-29T08:11:25-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2024-07-01 050369037 ST MICHAEL'S COUNTRY DAY SCHOOL STMI 4018495970 180 RHODE ISLAND AVENUE NEWPORT RI 02840 TED FERRY BUSINESS MANAGER 4018495970 2026-04-27 1 1 MONIKA YADAV P01473820 4014214800 2026-04-27 2024 2025-03-06 01:10:19Z TED FERRY 180 RHODE ISLAND AVENUE NEWPORT RI 02840 9764725 0 X WWW.SMCDS.ORG X 1976 RI DEVELOP COURAGEOUS LEARNERS AND CARING CITIZENS WHO ARE WORLD READY. 16 15 141 50 0 0 519218 534864 7711095 8596759 415543 285173 39181 52829 8685037 9469625 2099536 2568131 0 0 5110358 5008755 0 0 218307 1478742 1479277 8688636 9056163 -3599 413462 9840536 10446944 1412330 1504130 8428206 8942814 DEVELOP COURAGEOUS LEARNERS AND CARING CITIZENS WHO ARE WORLD READY. 0 0 7741210 2568131 8276575 PROVIDING OF ELEMENTARY SCHOOL EDUCATION (GRADES PRESCHOOL THROUGH GRADE 8) SERVING APPROXIMATELY 255 STUDENTS DURING FY 2025. 320184 PROVISION OF SPECIAL PROGRAMS CONSISTING OF MUSIC, AFTER-SCHOOL ACTIVITIES, TUTORING, SUMMER AND THEATER CAMPS, WHICH ARE PROVIDED OUTSIDE OF REGULAR CLASS WORK, FOR APPROXIMATELY 660 STUDENTS DURING FY 2025. 7741210 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 141 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X TED FERRY 4018495970 180 RHODE ISLAND AVENUE NEWPORT RI 02840 WALTER LANDBERG HEAD OF SCHOOL 50.00 X X 257551 0 48350 SUSAN LOVEJOY CHAIR 8.00 X X 0 0 0 KELLY RICHARDS VICE CHAIR 5.00 X X 0 0 0 JEDD WHITLOCK SECRETARY 5.00 X X 0 0 0 JAMES POWELL TREASURER 8.00 X X 0 0 0 JULIANNA BARBIERI TRUSTEE 5.00 X 0 0 0 DAVID BAZARSKY TRUSTEE 5.00 X 0 0 0 DORRANCE BENSON TRUSTEE 5.00 X 0 0 0 BENJAMIN FLATGARD TRUSTEE 5.00 X 0 0 0 ALVARA LONDONO TRUSTEE 5.00 X 0 0 0 MERVAN OSBORNE TRUSTEE 5.00 X 0 0 0 JESSICA PHILLIPS TRUSTEE 5.00 X 0 0 0 EMILY RIVES TRUSTEE 5.00 X 0 0 0 CHRISTOPHER RYAN TRUSTEE 5.00 X 0 0 0 ANDREW SALEM TRUSTEE 8.00 X 0 0 0 AARON WASHINGTON TRUSTEE 5.00 X 0 0 0 EDWARD FERRY DIRECTOR OF FINANCE 40.00 X 113781 0 3150 PHILIP TUTINO ASSOCIATE HEAD OF SCHOOL 40.00 X 105047 0 8174 476379 0 59674 2 0 1 0 BANK OF AMERICA PO BOX 15796 WILMINGTON DE 19886 CORPORATE CREDIT CARD 105967 1 85200 449664 32544 534864 TUTION AND FEES 611110 8276575 8276575 SPECIAL PROGRAMS 611110 320184 320184 8596759 156519 156519 30085 0 30085 30085 30085 416202 287548 128654 128654 128654 0 85200 7552 -7552 -7552 30296 30296 30296 9469625 8596759 0 338002 2568131 2568131 480979 385317 82114 13548 3358815 2706596 573582 78637 145967 115864 26210 3893 737664 553544 122021 62099 285330 237723 41695 5912 3415 3415 23660 23660 10307 10307 12576 12576 13109 398 12711 176371 122066 34746 19559 118902 55250 58060 5592 141501 131595 7076 2830 4346 4346 444764 413631 22238 8895 REPAIRS & MAINTENANCE 169825 149170 16461 4194 EVENT EXPENSE 115552 96069 19046 437 BUSING, CAMP ACTIVITIES 68515 68515 ADMISSIONS 32988 32988 143446 104751 38695 9056163 7741210 1096646 218307 55328 208355 1124085 1369775 137140 210433 108023 91379 12915184 7616769 5474047 5298415 2941913 3268587 9840536 10446944 683101 720026 629431 699109 99798 84995 1412330 1504130 X 6083354 6459026 2344852 2483788 8428206 8942814 9840536 10446944 413462 101146 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2332572 2500 175665 78685 2432052 2145447 12899 250857 76631 2332572 2001295 161774 17622 2145447 2358052 -271295 85462 2001295 1959678 479987 81613 2358052 0.70804 0.29195 0 0 81955 81955 10790891 6111352 4679539 398423 315941 82482 1590288 1135849 454439 53627 53627 0 5298415 X 6999885 101146 7552 108698 6891187 10307 2568131 2578438 9469625 6485277 7552 7552 6477725 10307 2568131 2578438 9056163 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR THE MAINTENANCE OF THE VAN BEUREN BUILDING, NEED-BASED SCHOLARSHIPS, DIVERSITY AND LEARNING DISABLED, PROFESSIONAL DEVELOPMENT FOR TEACHERS IN THE STUDY OF ALTERNATIVE LEARNING METHODS, AND FACULTY ENRICHMENT BEYOND THE CLASSROOM. PART X, LINE 2: US GAAP REQUIRED MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOOL AND RECOGNIZE A TAX LIABILITY IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE SCHOOL RECOGNIZES INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF OPERATING EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSE 7,552. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUTION ASSISTANCE 2,568,131. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSE 7,552. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUTION ASSISTANCE 2,568,131. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS ON SCHOOL'S WEBSITE EQUITY & BELONG PAGE: HTTPS://WWW.SMCDS.ORG/ABOUT/EQUITY-AND-BELONGING LINE 3 - EXPLANATION OF NONDISCRIMINATION POLICY: ST. MICHAEL'S COUNTRY DAY SCHOOL IS A COMMUNITY DEDICATED TO A VISION OF POSITIVE CHANGE IN THE WORLD. IN ORDER TO PROMOTE THESE VALUES, THE SCHOOL EMBRACES DIVERSITY AS A SIGN OF A HEALTHY, BALANCED COMMUNITY. DIVERSITY IS GOOD FOR OUR CHILDREN - WE WANT OUR CHILDREN TO CONTINUE TO LEARN HOW TO WORK AND LIVE IN, AND WITH, DIVERSE COMMUNITIES IN WHICH ALL PEOPLE ARE VALUED. THE SCHOOL SEEKS TO MODEL TOLERANCE AND ACCEPTANCE IN AN ENVIRONMENT WHERE STUDENTS LEARN FROM AND VALUE THEIR DIFFERENCES. THE BOARD AT ST. MICHAEL'S COUNTRY DAY SCHOOL ENVISIONS A RACIALLY, SOCIOECONOMICALLY, AND CULTURALLY DIVERSE COMMUNITY THAT CELEBRATES OUR DIFFERENCES AND FOSTERS A CULTURE OF INCLUSION AND MULTICULTURALISM. THE SCHOOL IS THUS COMMITTED TO ENROLLING AND SUPPORTING A DIVERSE STUDENT BODY AND TO GROWING A DIVERSE FACULTY, STAFF, AND BOARD. THE SCHOOL IS COMMITTED TO WEAVING DIVERSITY INTO THE FABRIC OF WHO WE ARE, WHAT WE DO, AND WHAT WE VALUE. THE SCHOOL AIMS TO ENGAGE MINDFULLY IN OPEN AND FREQUENT DIALOGUES TO ENSURE THAT EACH AND EVERY MEMBER OF OUR COMMUNITY IS VALUED AND RESPECTED. THE SCHOOL BELIEVES THAT ALL OF US CONTRIBUTE TO, AND BENEFIT FROM, THE SIMILARITIES AND DIFFERENCES WE BRING TO OUR COMMUNITY. HILL HOUSE GATHERING 85200 85200 5896 1656 85200 85200 5896 1656 7552 -7552 1 NEED BASED FINANCIAL AID 143 2568131 PART I, LINE 2: THE FINANCIAL AID AWARDS ARE CREDITED TO THE STUDENT'S ACCOUNT THROUGH THE STUDENT BILLING SOFTWARE IN THE BUSINESS OFFICE. FOR RECIPIENTS OF NEED-BASED FINANCIAL AID, THE SCHOOL USES SCHOOL AND STUDENT SERVICES AS A GUIDE WHICH REQUIRES 2 YEARS OF INCOME TAX RETURNS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 WALTER LANDBERG HEAD OF SCHOOL 227551 0 0 0 30000 0 12417 0 35933 0 305901 0 0 0 PART I, LINE 1A ST. MICHAEL'S COUNTRY DAY SCHOOL PROVIDES THE HEAD OF SCHOOL WITH A HOUSING ALLOWANCE. THIS IS TREATED AS TAXABLE INCOME. PART I, LINE 3 ST. MICHAEL'S COUNTRY DAY SCHOOL UTILIZES A COMPENSATION COMMITTEE THAT COMPARES THE COMPENSATION OF KEY INDIVIDUALS TO COMPENSATION PAID TO INDIVIDUALS IN SIMILAR POSIITONS AT SIMILAR-SIZED SCHOOLS. THE RESULTS OF THE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. 81888 FINANCIAL AID GRANTS DELIVERING EDUCATIONAL SERVICES X 140 32544 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE BASED IN THE NUMBER OF TIMES CONTRIBUTIONS WERE RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY FINANCE COMMITTEE MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS OVERSEEN BY THE GOVERNANCE COMMITTEE. ANY POTENTIAL CONFLICT WOULD BE REVIEWED WITH THE BOARD MEMBER. IF A CONFLICT WAS JUDGED TO EXIST, HE OR SHE WOULD BE ADVISED TO RECUSE HIMSELF OR HERSELF FROM DISCUSSION AND VOTING ON ANY RELATED ISSUE. IF THE CONFLICT IS SEVERE, THE INDIVIDUAL WOULD BE ADVISED TO RECUSE HIMSELF OR HERSELF FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS COMPARES THE COMPENSATION OF KEY INDIVIDUALS TO COMPENSATION PAID TO INDIVIDUALS IN SIMILAR POSITIONS AT SIMILAR-SIZED SCHOOLS. THE RESULTS OF THE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS. THE DELIBERATIONS AND DECISION REGARDING THE COMPENSATION WAS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.