FAIRFIELD COUNTRY DAY SCHOOL CORPORATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FAIRFIELD COUNTRY DAY SCHOOL CORPORATION (EIN 06-0662125)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202631319349301328
- Schema version
- 2024v5.5
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T08:17:35-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 SUMMER STREET 5TH FLOOR EAST | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060662125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFIELD COUNTRY DAY SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAIR | BusinessNameControlTxt |
| Phone | 2032592723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 BRONSON ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUKE ADOVASIO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2032592723 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Preparation | 2026-04-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGOT PEARCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 BRONSON ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,593,655 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FAIRFIELDCOUNTRYDAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE EDUCATION TO BOYS IN SOUTHWESTERN CONNECTICUT IN GRADES K-9. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 122 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $821,309 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,140,307 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,907,178 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,342,388 | CYProgramServiceRevenueAmt |
| PY Investment Income | $428,972 | PYInvestmentIncomeAmt |
| CY Investment Income | $274,316 | CYInvestmentIncomeAmt |
| PY Other Revenue | $57,797 | PYOtherRevenueAmt |
| CY Other Revenue | $48,979 | CYOtherRevenueAmt |
| PY Total Revenue | $11,215,256 | PYTotalRevenueAmt |
| CY Total Revenue | $12,805,990 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,420,084 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,441,980 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,007,800 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,311,800 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $812,389 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,451,287 | PYOtherExpensesAmt |
| CY Other Expenses | $4,521,313 | CYOtherExpensesAmt |
| PY Total Expenses | $12,879,171 | PYTotalExpensesAmt |
| CY Total Expenses | $13,275,093 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,663,915 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$469,103 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,686,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,219,310 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,948,461 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,515,773 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,738,493 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,703,537 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FAIRFIELD COUNTRY DAY SCHOOL CORPORATION EDUCATES 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,541,588 | ExpenseAmt |
| Grant | $1,441,980 | GrantAmt |
| Revenue | $10,342,388 | RevenueAmt |
| Desc | THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 200 STUDENTS FROM KINDERGARTEN THROUGH GRADE 9. THE CURRICULUM AND PROGRAMS ARE DESIGNED SPECIFICALLY WITH BEST PRACTICES FOR BOYS EDUCATION. THE ACADEMIC PROGRAM IS COMPLEMENTED BY A RICH AND VIBRANT ARTS CURRICULUM. SPORTS OFFERINGS ROUND OUT THE TYPICAL SCHOOL DAY WITH AGE-APPROPRIATE PHYSICAL EDUCATION IN THE EARLY GRADES, INTRAMURAL SPORTS IN GRADES 4 AND 5, AND INTERSCHOLASTIC TEAM COMPETITION IN GRADES 6 THROUGH 9. PUBLIC SPEAKING AND CHARACTER DEVELOPMENT ARE THE HALLMARK PROGRAMS OF THE SCHOOL. | Desc |
| Total Program Service Expenses | $10,541,588 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 122 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN BARTOLOMEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032592723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 BRONSON ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MARGOT PEARCE | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $244,172 | $0 | $68,896 | ||
| MAUREEN BARTOLOMEO | |||||||
| ASSOCIATE HEAD-FINANCE/OPERATIONS | 40.00 | Yes (X) | $194,519 | $0 | $106,046 | ||
| LISA ANDERSON | |||||||
| HEAD OF LOWER SCHOOL | 40.00 | $131,269 | $0 | $21,550 | Yes (X) | ||
| CAROLINE SAVAGE | |||||||
| DIRECTOR OF ADMISSION | 40.00 | $140,498 | $0 | $10,285 | Yes (X) | ||
| BRAD FALLON | |||||||
| DIRECTOR OF ATHLETICS | 40.00 | $120,462 | $0 | $30,258 | Yes (X) | ||
| JOSEPH ISOLA | |||||||
| MATH COORDINATOR | 40.00 | $127,603 | $0 | $14,039 | Yes (X) | ||
| CHRIS LITTRELL | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | $114,094 | $0 | $12,103 | Yes (X) | ||
| ROBERT RUSSO | |||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANNIE ZIMMERLI HASKEL | |||||||
| VICE PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LUKE ADOVASIO | |||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHEILA CLANCY | |||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PEGGY STEPHAN | |||||||
| ASSISTANT TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACQUELYN AARONS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DOUGLAS DICCONSON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TRISTAN G FIELDS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MEGAN FOLEY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAN GOMEZ | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KELLY JACOBSON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MIA JOHNSON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SARAH KONECKE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN LAWLOR | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SANDRA LUGAR | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOE RYAN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROB SCINTO | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD VOSE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFF WHITAKER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| COURTNEY WHITE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,072,617 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $263,177 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLIK INDEPENDENT SCHOOLS | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | FOOD SERVICES | $467,576 |
| SOURCEPASS | |||||
| 515 BROADHOLLOW RD SUITE 1400 | MELVILLE | NY | 11747 | IT SERVICES | $370,304 |
| INDUSTRIAL & COMMERCIAL CLEANING CONTRAC | |||||
| PO BOX 320563 | FAIRFIELD | CT | 06825 | CLEANING SERVICES | $122,394 |
| BLACKBAUD INC | |||||
| PO BOX 830413 | PHILADELPHIA | PA | 191820413 | SOFTWARE SERVICES | $103,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $306,185 | FundraisingAmt |
| All Other Contributions | $1,834,122 | AllOtherContributionsAmt |
| Noncash Contributions | $55,775 | NoncashContributionsAmt |
| Total Contributions | $2,140,307 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611000 | $9,580,616 | $9,580,616 |
| SUMMER PROGRAM INCOME | 721214 | $560,871 | $560,871 |
| AFTERSCHOOL PROGRAM | 611000 | $80,077 | $80,077 |
| TECH FEES | 611000 | $71,736 | $71,736 |
| BUS TRANSPORTATION | 485400 | $49,088 | $49,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,342,388 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,603 | TotalRevenueColumnAmt |
| Exclusion | $226,603 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $88,063 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,437 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,626 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,626 | TotalRevenueColumnAmt |
| Exclusion | $69,626 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,701,221 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,653,508 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,713 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,713 | TotalRevenueColumnAmt |
| Exclusion | $47,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $306,185 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $93,968 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$75,368 | TotalRevenueColumnAmt |
| Exclusion | -$75,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $76,473 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $21,752 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,721 | TotalRevenueColumnAmt |
| Exclusion | $54,721 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,805,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,342,388 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $323,295 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,441,980 | TotalAmt |
| Program Services | $1,441,980 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,998 | TotalAmt |
| Program Services | $188,998 | ProgramServicesAmt |
| Management And General | $359,000 | ManagementAndGeneralAmt |
| Fundraising | $63,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,269 | TotalAmt |
| Program Services | $9,269 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,887,911 | TotalAmt |
| Program Services | $3,980,963 | ProgramServicesAmt |
| Management And General | $713,993 | ManagementAndGeneralAmt |
| Fundraising | $192,955 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,406 | TotalAmt |
| Program Services | $311,335 | ProgramServicesAmt |
| Management And General | $50,966 | ManagementAndGeneralAmt |
| Fundraising | $14,105 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,593 | TotalAmt |
| Program Services | $1,000,222 | ProgramServicesAmt |
| Management And General | $35,842 | ManagementAndGeneralAmt |
| Fundraising | $24,529 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,623 | TotalAmt |
| Program Services | $283,719 | ProgramServicesAmt |
| Management And General | $66,112 | ManagementAndGeneralAmt |
| Fundraising | $16,792 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,013 | TotalAmt |
| Management And General | $34,013 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,641 | TotalAmt |
| Management And General | $45,641 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,628 | TotalAmt |
| Management And General | $47,628 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,797 | TotalAmt |
| Program Services | $137,819 | ProgramServicesAmt |
| Management And General | $37,978 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,667 | TotalAmt |
| Fundraising | $361,667 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,232 | TotalAmt |
| Program Services | $11,170 | ProgramServicesAmt |
| Management And General | $66,366 | ManagementAndGeneralAmt |
| Fundraising | $696 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,857 | TotalAmt |
| Program Services | $407,963 | ProgramServicesAmt |
| Management And General | $92,418 | ManagementAndGeneralAmt |
| Fundraising | $23,476 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,544 | TotalAmt |
| Program Services | $236,185 | ProgramServicesAmt |
| Management And General | $24,105 | ManagementAndGeneralAmt |
| Fundraising | $10,254 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,550 | TotalAmt |
| Management And General | $28,550 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,272,045 | TotalAmt |
| Program Services | $1,110,495 | ProgramServicesAmt |
| Management And General | $113,339 | ManagementAndGeneralAmt |
| Fundraising | $48,211 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,381 | TotalAmt |
| Program Services | $145,014 | ProgramServicesAmt |
| Management And General | $33,785 | ManagementAndGeneralAmt |
| Fundraising | $8,582 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $610,092 | $532,611 | $54,359 | $23,122 |
| DINING SERVICES AND FAC | $468,824 | $362,823 | $84,529 | $21,472 |
| BOOKS, SUPPLIES, MATERI | $195,016 | $195,016 | ||
| SUMMER CAMP EXPENSES | $118,447 | $118,447 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,579 | TotalAmt |
| Program Services | $67,559 | ProgramServicesAmt |
| Management And General | $32,492 | ManagementAndGeneralAmt |
| Fundraising | $3,528 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,275,093 | TotalAmt |
| Program Services | $10,541,588 | ProgramServicesAmt |
| Management And General | $1,921,116 | ManagementAndGeneralAmt |
| Fundraising | $812,389 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,210 | BOYAmt |
| EOY | $162,228 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,861 | BOYAmt |
| EOY | $1,013,456 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,567 | BOYAmt |
| EOY | $1,029,920 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,046 | BOYAmt |
| EOY | $5,520 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,137 | BOYAmt |
| EOY | $28,068 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,334 | BOYAmt |
| EOY | $435,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,980,615 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,722,595 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,883,017 | BOYAmt |
| EOY | $9,258,020 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,650,821 | BOYAmt |
| EOY | $9,286,778 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,961 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,686,954 | BOYAmt |
| EOY | $21,219,310 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,112 | BOYAmt |
| EOY | $927,426 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,207,349 | BOYAmt |
| EOY | $2,588,347 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,948,461 | BOYAmt |
| EOY | $3,515,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,885,402 | BOYAmt |
| EOY | $10,732,949 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,853,091 | BOYAmt |
| EOY | $6,970,588 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,738,493 | BOYAmt |
| EOY | $17,703,537 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,686,954 | BOYAmt |
| EOY | $21,219,310 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$469,103 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $434,147 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,245,764 | BeginningYearBalanceAmt |
| Contributions | $15,833 | ContributionsAmt |
| Investment Earnings Or Losses | $669,257 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $446,502 | OtherExpendituresAmt |
| Administrative Expenses | $47,628 | AdministrativeExpensesAmt |
| End Year Balance | $9,436,724 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,963,818 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $768,844 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $441,432 | OtherExpendituresAmt |
| Administrative Expenses | $45,466 | AdministrativeExpensesAmt |
| End Year Balance | $9,245,764 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,237,795 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $430,306 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $659,582 | OtherExpendituresAmt |
| Administrative Expenses | $44,701 | AdministrativeExpensesAmt |
| End Year Balance | $8,963,818 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,040,935 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | -$749,670 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,500 | OtherExpendituresAmt |
| Administrative Expenses | $47,070 | AdministrativeExpensesAmt |
| End Year Balance | $9,237,795 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,665,860 | BeginningYearBalanceAmt |
| Contributions | $239,996 | ContributionsAmt |
| Investment Earnings Or Losses | $1,482,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $299,395 | OtherExpendituresAmt |
| Administrative Expenses | $47,709 | AdministrativeExpensesAmt |
| End Year Balance | $10,040,935 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38590 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19370 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,274,732 | OtherCostOrOtherBasisAmt |
| Book Value | $2,274,732 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,935,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,613,569 | DepreciationAmt |
| Book Value | $6,321,710 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,464,769 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,121,779 | DepreciationAmt |
| Book Value | $342,990 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,305,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $987,247 | DepreciationAmt |
| Book Value | $318,588 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,258,020 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,348,379 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $434,147 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $28,572 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $82,818 | OtherRevenueAmt |
| Revenue Not Reported | $545,537 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,802,842 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,628 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,955,520 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,003,148 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,805,990 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,383,335 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $28,572 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $82,818 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $111,390 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,271,945 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,628 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,955,520 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,003,148 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,275,093 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS, PROVIDE FOR THE PROFESSIONAL DEVELOPMENT OF THE SCHOOL'S FACULTY, AND OTHER MISSION-RELATED DESIGNATIONS AS DETERMINED BY THE BOARD OF TRUSTEES. |
| 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 THE YEARS PRIOR TO JUNE 30, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES RECLASSED TO REVENUE 82,818. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NET OF REVENUE ON AUDITED FINANCIAL STATEMENTS 1,441,980. TUITION REMISSION NET OF REVENUE ON AUDITED FINANCIAL STATEMENTS 513,540. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES RECLASSED TO REVENUE 82,818. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NET OF REVENUE ON AUDITED FINANCIAL STATEMENTS 1,441,980. TUITION REMISSION NET OF REVENUE ON AUDITED FINANCIAL STATEMENTS 513,540. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE LANDING PAGE OF THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 3: | THE ORGANIZATION REDEEMED ITS INVESTMENT IN A FOREIGN CORPORATION DURING FISCAL YEAR 2025. THEREFORE, THE ORGANIZATION DOES NOT HAVE ANY FOREIGN INVESTMENTS AS OF 06/30/2025. |
| SCHEDULE F, PART IV, LINE 3: | THE SCHOOL IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE OWNERSHIP THRESHOLDS OR OTHER FILING REQUIREMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PARENT ASSOC FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $324,785 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $306,185 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,600 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $17,445 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,480 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $45,293 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $324,785 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $306,185 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,600 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,445 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,480 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,293 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $93,968 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$75,368 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NEED-BASED FINANCIAL AID | GrantTypeTxt |
| Recipient | 56 | RecipientCnt |
| Cash Grant | $1,441,980 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FCDS RECEIVES NEED BASED FINANCIAL AID APPLICATIONS VIA OUR THIRD-PARTY SERVICE CALLED CLARITY. APPLICANTS PROVIDE TAX RETURNS AND OTHER PERTINENT DATA THAT IS USED TO CALCULATE A FAMILY'S ABILITY TO PAY TUITION. AWARDS ARE APPLIED DIRECTLY TO TUITION BILLING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGOT PEARCE | ||||||||||||||
| HEAD OF SCHOOL | $243,903 | $0 | $0 | $0 | $269 | $0 | $26,086 | $0 | $42,810 | $0 | $313,068 | $0 | $0 | $0 |
| MAUREEN BARTOLOMEO | ||||||||||||||
| ASSOCIATE HEAD-FINANCE/OPERATIONS | $193,954 | $0 | $0 | $0 | $565 | $0 | $20,394 | $0 | $85,652 | $0 | $300,565 | $0 | $0 | $0 |
| LISA ANDERSON | ||||||||||||||
| HEAD OF LOWER SCHOOL | $130,954 | $0 | $0 | $0 | $315 | $0 | $4,801 | $0 | $16,749 | $0 | $152,819 | $0 | $0 | $0 |
| CAROLINE SAVAGE | ||||||||||||||
| DIRECTOR OF ADMISSION | $140,423 | $0 | $0 | $0 | $75 | $0 | $9,830 | $0 | $455 | $0 | $150,783 | $0 | $0 | $0 |
| BRAD FALLON | ||||||||||||||
| DIRECTOR OF ATHLETICS | $120,183 | $0 | $0 | $0 | $279 | $0 | $12,601 | $0 | $17,657 | $0 | $150,720 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING IS PROVIDED TO THE ASSOCIATE HEAD-FINANCE/OPERATIONS, MAUREEN BARTOLOMEO, FOR THE FISCAL YEAR. THIS BENEFIT IS TREATED AS NONTAXABLE UNDER IRC SECTION 119 AS THE HOUSING IS A CONDITION OF THEIR EMPLOYMENT, ON SCHOOL PREMISES, AND FOR THE CONVENIENCE OF THE SCHOOL. THE ASSOCIATE HEAD-FINANCE/OPERATIONS REIMBURSES THE SCHOOL A MONTHLY AMOUNT FOR MAINTENANCE AND UTILITIES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $55,775 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | DURING FISCAL YEAR 2025, THE ORGANIZATION AMENDED ITS BYLAWS TO CHANGE THE MANNER IN WHICH TRUSTEES WERE ELECTED TO SERVE. THE PROCESS HAS CHANGED FROM THE BOARD NOMINATING A SLATE THAT THE PARENT BODY WOULD RATIFY AT THE SCHOOL'S ANNUAL MEETING TO THE BOARD ELECTING TRUSTEES WITHOUT THE APPROVAL OF THE PARENT BODY. THE PARENT BODY MAY CALL A "NO CONFIDENCE" VOTE IN THE CASE OF SIGNIFICANT DISAGREEMENT BETWEEN THE BOARD AND PARENT BODY. |
| FORM 990, PART VI, SECTION A, LINE 6 | AS SET FORTH IN THE SCHOOL'S CERTIFICATE OF INCORPORATION, THE MEMBERS OF THE SCHOOL ("MEMBERS") CONSIST OF THE FOLLOWING PERSONS: (A) EACH NATURAL PARENT, ADOPTIVE PARENT AND LEGAL GUARDIAN OF A CHILD PRESENTLY ATTENDING THE SCHOOL (A "PARENT"); (B) EACH DULY ELECTED AND PRESENTLY SERVING MEMBER OF THE CORPORATION'S BOARD OF TRUSTEES ("TRUSTEES"); AND (C) THE PRESENTLY SERVING HEADMASTER OF THE SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE RIGHT OF MEMBERS IS TO ELECT THE BOARD OF TRUSTEES (THE "BOARD") IN ACCORDANCE WITH THE SCHOOL'S BYLAWS. EXCEPT IN THE CASE OF A PARENT, EACH MEMBER HAS ONE VOTE. EACH PARENT RECEIVES ONE VOTE DIVIDED BY THE TOTAL NUMBER OF PERSONS WHO SERVE AS PARENTS IN COMMON WITH RESPECT TO A CHILD ATTENDING THE SCHOOL. IN NO EVENT WILL ANY MEMBER HAVE MORE THAN ONE VOTE, EVEN IF HIS OR HER STATUS IS BASED ON MORE THAN ONE QUALIFICATION ABOVE. THE VOTE OF A MEMBER WHO IS A PARENT IS DETERMINED EXCLUSIVELY ON THE BASIS OF HIS OR HER QUALIFICATION AS A PARENT, REGARDLESS OF ANY OTHER MEMBERSHIP QUALIFICATION. THE VOTE OF A PARENT IS NOT INCREASED DUE TO THE FACT THAT HE OR SHE MAY HAVE MORE THAN ONE CHILD CURRENTLY ATTENDING THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE SCHOOL HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. ONCE THE FORM 990 IS PREPARED, IT IS REVIEWED BY THE TREASURER OF THE BOARD. AN EMAIL IS SENT TO THE FULL BOARD OF TRUSTEES NOTIFYING THEM THAT THE RETURN IS AVAILABLE TO REVIEW ON THE BOARD'S SECURE PORTAL. AFTER THE RETURN IS MADE AVAILABLE, THE TREASURER WILL APPROVE THE RETURN FOR FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY WHEREBY ALL TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE FORM REQUIRES THE TRUSTEE TO INDICATE ANY POTENTIAL CONFLICTS. IF A CONFLICT IS INDICATED, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE POTENTIAL CONFLICT AND DETERMINES IF A CONFLICT EXISTS AND ANY RESTRICTIONS ON THE ACTIVITY OR THE BOARD MEMBER'S PARTICIPATION REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD ANALYZES PEER DATA TO DETERMINE AN APPROPRIATE SALARY FOR THE HEAD OF SCHOOL. THIS PROCESS TAKES PLACE WHEN A CONTRACT IS RENEWED. THE CURRENT HEAD OF SCHOOL IS IN A MULTI-YEAR CONTRACT. THE PROCESS IS NOTED IN THE EXECUTIVE COMMITTEE MINUTES. ANNUALLY THE FULL BOARD PARTICIPATES IN A PERFORMANCE EVALUATION OF THE HEAD OF SCHOOL. THIS PROCESS WAS LAST UNDERTAKEN DURING FISCAL YEAR 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |