2025-03-25T15:20:44-05:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2023-07-01 060662125 FAIRFIELD COUNTRY DAY SCHOOL CORPORATION FAIR 2032592723 2970 BRONSON ROAD FAIRFIELD CT 06824 LUKE ADOVASIO TREASURER 2032592723 2025-03-25 1 1 GARRETT M HIGGINS P00543209 2033232400 2025-03-25 2023 2025-03-06 01:10:19Z MARGOT PEARCE 2970 BRONSON ROAD FAIRFIELD CT 06824 15509287 0 X WWW.FAIRFIELDCOUNTRYDAY.ORG X 1936 CT TO PROVIDE EDUCATION TO BOYS IN SOUTHWESTERN CONNECTICUT IN GRADES K-9. 21 18 127 51 0 0 872997 821309 9500271 9907178 263338 428972 16817 57797 10653423 11215256 1635500 1420084 0 0 6628017 7007800 0 0 793467 4531852 4451287 12795369 12879171 -2141946 -1663915 21094511 20686954 2068543 2948461 19025968 17738493 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 10060167 1420084 9907178 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. 10060167 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 21 0 127 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 18 0 0 0 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 ROBERT RUSSO PRESIDENT 4.00 X X 0 0 0 ANNIE ZIMMERLI HASKEL VICE PRESIDENT 4.00 X X 0 0 0 SHEILA CLANCY SECRETARY 4.00 X X 0 0 0 LUKE ADOVASIO TREASURER 4.00 X X 0 0 0 PEGGY STEPHAN ASSISTANT TREASURER 4.00 X X 0 0 0 JACQUELYN ARONS TRUSTEE 1.00 X 0 0 0 VIRGINIA CARGILL TRUSTEE 1.00 X 0 0 0 DOUGLAS DICCONSON TRUSTEE 1.00 X 0 0 0 MEGAN FOLEY TRUSTEE 1.00 X 0 0 0 TRISTAN G FIELDS 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 BOJANA JANKOVIC WEATHERLY TRUSTEE, THRU SEPT 2023 1.00 X 0 0 0 JEFF WHITAKER TRUSTEE 1.00 X 0 0 0 RICHARD VOSE TRUSTEE 1.00 X 0 0 0 COURTNEY WHITE TRUSTEE 1.00 X 0 0 0 MARGOT PEARCE HEAD OF SCHOOL 40.00 X 242273 0 53599 MAUREEN BARTOLOMEO ASSOCIATE HEAD OF SCHOOL 40.00 X 197765 0 114159 CAROLINE SAVAGE DIRECTOR OF ADMISSIONS 40.00 X 137213 0 5322 PAUL MOUNTCASTLE DIRECTOR OF DEVELOPMENT 40.00 X 154654 0 86212 BRAD FALLON DIRECTOR OF ATHLETICS 40.00 X 117862 0 25806 JOSEPH ISOLA UPPER SCHOOL MATH COORDINATOR 40.00 X 126755 0 13823 CHRIS LITTRELL DIRECTOR OF OPERATIONS 40.00 X 111462 0 11805 1087984 0 310726 8 0 1 0 SOURCEPASS 515 BROADHOLLOW ROAD MELVILLE NY 11747 TECH SERVICES 568951 FLIK COMPASS GROUP 2400 YORKMONT ROAD CHARLOTTE NC 28217 FOOD SERVICES 524495 ENCON HEATING AND AIR CONDITIONING 1265 WOODEND ROAD STRATFORD CT 06615 HVAC SERVICES AND REPAIRS 306091 INDUSTRIAL & COMMERCIAL CLEANING CONTRAC 53 GREEN HILL ROAD ORANGE CT 06477 CLEANING SERVICES 120259 4 198479 622830 29129 821309 TUITION AND FEES 611000 9346630 9346630 SUMMER PROGRAM INCOME 721214 459035 459035 AFTERSCHOOL PROGRAM 611000 54190 54190 BUS TRANSPORTATION 485400 47323 47323 9907178 238395 238395 56293 0 56293 56293 56293 4400129 4209552 190577 190577 190577 20250 198479 36729 -16479 -16479 57526 47750 9776 9776 BAD DEBT RECOVERY 900099 8207 8207 8207 11215256 9907178 0 486769 1420084 1420084 605900 156000 397900 52000 22235 22235 4911322 3885678 857044 168600 312707 270233 27746 14728 777839 712644 39619 25576 377797 283902 78422 15473 15156 15156 38349 38349 45466 45466 197190 149107 47243 840 325733 325733 76927 12133 61407 3387 509908 389702 100397 19809 239928 209453 21375 9100 16642 16642 1595 1595 1402991 1224793 124990 53208 177355 133276 36815 7264 REPAIRS & MAINTENANCE 636687 555819 56722 24146 DINING SERVICES AND FAC 438253 329333 90971 17949 BOOKS, SUPPLIES, MATERI 197632 197632 SUMMER CAMP EXPENSES 58823 58823 72652 49320 21183 2149 12879171 10060167 2025537 793467 936937 348210 20569 912861 33780 35567 47040 7046 35823 34137 515889 407334 31096620 21213603 10673654 9883017 5931404 6650821 2899415 2407961 21094511 20686954 600016 741112 1468527 2207349 2068543 2948461 X 13353949 11885402 5672019 5853091 19025968 17738493 21094511 20686954 -1663915 376440 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8963818 0 768844 441432 45466 9245764 9237795 0 430306 659582 44701 8963818 10040935 100 -749670 6500 47070 9237795 8665860 239996 1482183 299395 47709 10040935 8827762 69855 200448 381905 50300 8665860 0.38540 0.42910 0.18550 0 0 2274732 2274732 25889416 18880967 7008449 1813019 1380629 432390 1119453 952007 167446 9883017 LIMITED PARTNERSHIP INVESTMENT FUNDS 2407961 F 2407961 X 9874539 376440 376440 9498099 45466 1671691 1717157 11215256 11162014 0 11162014 45466 1671691 1717157 12879171 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NET OF REVENUE ON AUDITED FINANCIAL STATEMENTS 1,420,084. TUITION REMISSION NET OF REVENUE ON AUDITED FINANCIAL STATEMENTS 243,400. BAD DEBT RECOVERY REPORTED ON PART VIII 8,207. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NET OF REVENUE ON AUDITED FINANCIAL STATEMENTS 1,420,084. TUITION REMISSION NET OF REVENUE ON AUDITED FINANCIAL STATEMENTS 243,400. BAD DEBT RECOVERY REPORTED ON PART VIII 8,207. 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 2401659 0 0 0 0 0 0 2401659 0 2401659 0 0 1 0 0 0 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 218729 198479 20250 23801 1700 11228 218729 198479 20250 23801 1700 11228 36729 -16479 1 NEED-BASED FINANCIAL AID 58 1420084 PART I, LINE 2: THE SCHOOL GRANTS FINANCIAL AID AWARDS TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. STUDENTS SEEKING AID ARE REQUIRED TO COMPLETE THE SCHOOL AND STUDENT SERVICES FOR FINANCIAL AID (SSS) APPLICATION. THE SCHOOL USES THE ANALYSIS OF SSS IN DETERMINING THE AMOUNT OF EACH STUDENT'S FINANCIAL AID AWARD. THE STUDENT'S TUITION BILL IS REDUCED BY THE AMOUNT OF THE FINANCIAL AID AWARDED. NO AMOUNTS ARE PAID OUT TO INDIVIDUALS DIRECTLY. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MAUREEN BARTOLOMEO ASSOCIATE HEAD OF SCHOOL 196880 0 0 0 885 0 20878 0 93281 0 311924 0 0 0 MARGOT PEARCE HEAD OF SCHOOL 241932 0 0 0 341 0 25452 0 28147 0 295872 0 0 0 PAUL MOUNTCASTLE DIRECTOR OF DEVELOPMENT 154478 0 0 0 176 0 10291 0 75921 0 240866 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED TO THE ASSOCIATE HEAD OF SCHOOL, MAUREEN BARTOLOMEO, AND DIRECTOR OF DEVELOPMENT, PAUL MOUNTCASTLE, 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 OF SCHOOL AND DIRECTOR OF DEVELOPMENT REIMBURSES THE SCHOOL A MONTHLY AMOUNT FOR MAINTENANCE AND UTILITIES. 30600 NEED-BASED FINANCIAL AID 31000 NEED-BASED FINANCIAL AID 46684 NEED-BASED FINANCIAL AID JOSEPH BARTOLOMEO FAMILY MEMBER OF OFFICER 22235 EMPLOYMENT 0 X 6 29129 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 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 UTILIZES THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL STATISTIC REPORTS TO DETERMINE THE HEAD OF SCHOOL'S COMPENSATION. EVERY YEAR DATA IS ANALYZED RELATIVE TO PEER SCHOOL COMPENSATION PACKAGES BEFORE COMPENSATION IS SET FOR THE POSITION. THE EXECUTIVE COMMITTEE SETS THE SALARY EVERY YEAR PRIOR TO THE START OF THE SCHOOL YEAR. 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. FORM 990, PART XII, LINE 2C: THE SCHOOL HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.