2026-05-11T08:17:35-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2024-07-01 060662125 FAIRFIELD COUNTRY DAY SCHOOL CORPORATION FAIR 2032592723 2970 BRONSON ROAD FAIRFIELD CT 06824 LUKE ADOVASIO TREASURER 2032592723 2026-05-04 1 1 GARRETT M HIGGINS P00543209 2033232400 2026-04-16 2024 2025-03-06 01:10:19Z MARGOT PEARCE 2970 BRONSON ROAD FAIRFIELD CT 06824 26593655 0 X WWW.FAIRFIELDCOUNTRYDAY.ORG X 1936 CT TO PROVIDE EDUCATION TO BOYS IN SOUTHWESTERN CONNECTICUT IN GRADES K-9. 20 20 122 50 0 0 821309 2140307 9907178 10342388 428972 274316 57797 48979 11215256 12805990 1420084 1441980 0 0 7007800 7311800 0 0 812389 4451287 4521313 12879171 13275093 -1663915 -469103 20686954 21219310 2948461 3515773 17738493 17703537 X 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. 0 0 10541588 1441980 10342388 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. 10541588 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 122 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MAUREEN BARTOLOMEO 2032592723 2970 BRONSON ROAD FAIRFIELD CT 06824 MARGOT PEARCE HEAD OF SCHOOL 40.00 X 244172 0 68896 MAUREEN BARTOLOMEO ASSOCIATE HEAD-FINANCE/OPERATIONS 40.00 X 194519 0 106046 LISA ANDERSON HEAD OF LOWER SCHOOL 40.00 X 131269 0 21550 CAROLINE SAVAGE DIRECTOR OF ADMISSION 40.00 X 140498 0 10285 BRAD FALLON DIRECTOR OF ATHLETICS 40.00 X 120462 0 30258 JOSEPH ISOLA MATH COORDINATOR 40.00 X 127603 0 14039 CHRIS LITTRELL DIRECTOR OF OPERATIONS 40.00 X 114094 0 12103 ROBERT RUSSO PRESIDENT 4.00 X X 0 0 0 ANNIE ZIMMERLI HASKEL VICE PRESIDENT 4.00 X X 0 0 0 LUKE ADOVASIO TREASURER 4.00 X X 0 0 0 SHEILA CLANCY SECRETARY 4.00 X X 0 0 0 PEGGY STEPHAN ASSISTANT TREASURER 4.00 X X 0 0 0 JACQUELYN AARONS TRUSTEE 1.00 X 0 0 0 DOUGLAS DICCONSON TRUSTEE 1.00 X 0 0 0 TRISTAN G FIELDS TRUSTEE 1.00 X 0 0 0 MEGAN FOLEY TRUSTEE 1.00 X 0 0 0 DAN GOMEZ TRUSTEE 1.00 X 0 0 0 KELLY JACOBSON TRUSTEE 1.00 X 0 0 0 MIA JOHNSON TRUSTEE 1.00 X 0 0 0 SARAH KONECKE TRUSTEE 1.00 X 0 0 0 BRIAN LAWLOR TRUSTEE 1.00 X 0 0 0 SANDRA LUGAR TRUSTEE 1.00 X 0 0 0 JOE RYAN TRUSTEE 1.00 X 0 0 0 ROB SCINTO TRUSTEE 1.00 X 0 0 0 RICHARD VOSE TRUSTEE 1.00 X 0 0 0 JEFF WHITAKER TRUSTEE 1.00 X 0 0 0 COURTNEY WHITE TRUSTEE 1.00 X 0 0 0 1072617 0 263177 10 0 1 0 FLIK INDEPENDENT SCHOOLS PO BOX 417632 BOSTON MA 022417632 FOOD SERVICES 467576 SOURCEPASS 515 BROADHOLLOW RD SUITE 1400 MELVILLE NY 11747 IT SERVICES 370304 INDUSTRIAL & COMMERCIAL CLEANING CONTRAC PO BOX 320563 FAIRFIELD CT 06825 CLEANING SERVICES 122394 BLACKBAUD INC PO BOX 830413 PHILADELPHIA PA 191820413 SOFTWARE SERVICES 103865 4 306185 1834122 55775 2140307 TUITION AND FEES 611000 9580616 9580616 SUMMER PROGRAM INCOME 721214 560871 560871 AFTERSCHOOL PROGRAM 611000 80077 80077 TECH FEES 611000 71736 71736 BUS TRANSPORTATION 485400 49088 49088 10342388 226603 226603 88063 18437 69626 69626 69626 13701221 13653508 47713 47713 47713 18600 306185 93968 -75368 -75368 76473 21752 54721 54721 12805990 10342388 0 323295 1441980 1441980 610998 188998 359000 63000 9269 9269 4887911 3980963 713993 192955 376406 311335 50966 14105 1060593 1000222 35842 24529 366623 283719 66112 16792 34013 34013 45641 45641 47628 47628 175797 137819 37978 361667 361667 78232 11170 66366 696 523857 407963 92418 23476 270544 236185 24105 10254 28550 28550 1272045 1110495 113339 48211 187381 145014 33785 8582 REPAIRS & MAINTENANCE 610092 532611 54359 23122 DINING SERVICES AND FAC 468824 362823 84529 21472 BOOKS, SUPPLIES, MATERI 195016 195016 SUMMER CAMP EXPENSES 118447 118447 103579 67559 32492 3528 13275093 10541588 1921116 812389 348210 162228 912861 1013456 35567 1029920 7046 5520 34137 28068 407334 435320 30980615 21722595 9883017 9258020 6650821 9286778 2407961 0 20686954 21219310 741112 927426 2207349 2588347 2948461 3515773 X 11885402 10732949 5853091 6970588 17738493 17703537 20686954 21219310 -469103 434147 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9245764 15833 669257 446502 47628 9436724 8963818 768844 441432 45466 9245764 9237795 430306 659582 44701 8963818 10040935 100 -749670 6500 47070 9237795 8665860 239996 1482183 299395 47709 10040935 0.38590 0.42040 0.19370 0 0 2274732 2274732 25935279 19613569 6321710 1464769 1121779 342990 1305835 987247 318588 9258020 X 11348379 434147 28572 82818 545537 10802842 47628 1955520 2003148 12805990 11383335 28572 82818 111390 11271945 47628 1955520 2003148 13275093 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. 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 SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE LANDING PAGE OF THE SCHOOL'S WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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. PARENT ASSOC FUNDRAISER 324785 306185 18600 17445 28480 2750 45293 324785 306185 18600 17445 28480 2750 45293 93968 -75368 1 NEED-BASED FINANCIAL AID 56 1441980 PART I, LINE 2: 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MARGOT PEARCE HEAD OF SCHOOL 243903 0 0 0 269 0 26086 0 42810 0 313068 0 0 0 MAUREEN BARTOLOMEO ASSOCIATE HEAD-FINANCE/OPERATIONS 193954 0 0 0 565 0 20394 0 85652 0 300565 0 0 0 LISA ANDERSON HEAD OF LOWER SCHOOL 130954 0 0 0 315 0 4801 0 16749 0 152819 0 0 0 CAROLINE SAVAGE DIRECTOR OF ADMISSION 140423 0 0 0 75 0 9830 0 455 0 150783 0 0 0 BRAD FALLON DIRECTOR OF ATHLETICS 120183 0 0 0 279 0 12601 0 17657 0 150720 0 0 0 PART I, LINE 1A 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. X 4 55775 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). 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.