Totals
- Total revenue
- $43,304,417
- Total expenses
- $37,327,304
- Contributions and grants received
- $6,612,710
- Grants paid
- $2,645,403
- Program service revenue
- $28,727,202
- Investment income
- $7,793,751
- Other revenue
- $170,754
- Total assets, end of year
- $129,508,591
- Total liabilities, end of year
- $13,793,275
- Net assets or fund balances, end of year
- $115,715,316
- Program services expenses (Part IX)
- $30,631,481
- Management and general expenses
- $5,299,477
- Fundraising expenses
- $1,396,346
- Program service expenses (Part III)
- $30,631,481
Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$750,093
-
1e · Government grants (contributions)
$408,267
-
1f · All other contributions, gifts and grants
$5,454,350
-
1g · Noncash contributions included above
$1,155,121
-
2a · Program service revenue: TUITION AND FEES
total $26,749,985 · related or exempt $26,749,985
-
2b · Program service revenue: AUXILIARY SERVICES
total $1,977,217 · related or exempt $1,977,217
-
3 · Investment income
total $1,846,344 · unrelated business $32,513 · excluded $1,813,831
-
6a · Gross rents
real property $614,625
-
6b · Less rental expenses
real property $504,077
-
6c · Rental income or loss
real property $110,548
-
6d · Net rental income or loss
total $110,548 · excluded $110,548
-
7a · Gross sales of assets other than inventory
securities $17,231,156 · other assets $27,652
-
7b · Less cost or other basis and sales expenses
securities $11,301,934 · other assets $9,467
-
7c · Gain or loss
securities $5,929,222 · other assets $18,185
-
7d · Net gain or loss
total $5,947,407 · unrelated business $66,832 · excluded $5,880,575
-
8a · Fundraising events: gross income
$195,890
-
8a · Fundraising events: contributions included on line 1c
$750,093
-
8b · Fundraising events: direct expenses
$296,248
-
8c · Net income from fundraising events
total -$100,358 · excluded -$100,358
-
10a · Gross sales of inventory
$89,977
-
10b · Cost of goods sold
$10,787
-
10c · Net income from sales of inventory
total $79,190 · related or exempt $79,190
-
11a · Other revenue: INSURANCE REIMBURSEMNTS
total $63,402 · excluded $63,402
-
11b · Other revenue: MISCELLANEOUS INCOME
total $11,192 · excluded $11,192
-
11c · Other revenue: CREDIT CARD REWARDS
total $5,562 · excluded $5,562
-
11d · All other revenue
total $1,218 · excluded $1,218
-
11e · Other revenue, total
$81,374
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $2,645,403 · program services $2,645,403
-
5 · Compensation of officers, directors and key employees
total $1,794,757 · program services $1,503,643 · management and general $291,114
-
6 · Compensation of disqualified persons
total $7,386 · program services $7,386
-
7 · Other salaries and wages
total $14,163,043 · program services $11,681,547 · management and general $1,749,322 · fundraising $732,174
-
8 · Pension plan contributions
total $994,565 · program services $799,502 · management and general $139,420 · fundraising $55,643
-
9 · Other employee benefits
total $5,073,154 · program services $4,288,520 · management and general $590,671 · fundraising $193,963
-
10 · Payroll taxes
total $1,229,168 · program services $1,022,689 · management and general $146,772 · fundraising $59,707
-
11a · Fees: management
total $44,763 · management and general $44,763
-
11b · Fees: legal
total $163,995 · management and general $163,995
-
11c · Fees: accounting
total $92,524 · management and general $92,524
-
11e · Fees: professional fundraising services
total $70,000 · fundraising $70,000
-
11f · Fees: investment management
total $690,813 · management and general $690,813
-
11g · Fees: other
total $2,781,243 · program services $2,721,715 · management and general $54,905 · fundraising $4,623
-
12 · Advertising and promotion
total $261,653 · program services $3,308 · management and general $211,687 · fundraising $46,658
-
13 · Office expenses
total $779,574 · program services $291,298 · management and general $385,475 · fundraising $102,801
-
14 · Information technology
total $272,056 · program services $123,542 · management and general $104,229 · fundraising $44,285
-
16 · Occupancy
total $603,516 · program services $544,611 · management and general $51,932 · fundraising $6,973
-
17 · Travel
total $88,943 · program services $82,932 · fundraising $6,011
-
19 · Conferences, conventions and meetings
total $50,832 · program services $11,677 · management and general $39,155
-
20 · Interest
total $3,648 · program services $3,648
-
22 · Depreciation, depletion and amortization
total $2,635,841 · program services $2,429,142 · management and general $187,223 · fundraising $19,476
-
24a · Other expenses: UBTI EXPENSES
total $23,608 · management and general $23,608
-
24b · Other expenses: INSTRUCTIONAL SUPPORT
total $809,057 · program services $809,057
-
24c · Other expenses: CAFETERIA
total $744,972 · program services $744,972
-
24d · Other expenses: REPAIRS AND MAINTENANCE
total $630,269 · program services $531,719 · management and general $89,927 · fundraising $8,623
-
24e · All other expenses
total $672,521 · program services $385,170 · management and general $241,942 · fundraising $45,409
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,209,101 · end of year $2,849,619
-
2 · Savings and temporary cash investments
beginning of year $4,110,431 · end of year $10,244,293
-
3 · Pledges and grants receivable
beginning of year $3,898,171 · end of year $2,683,934
-
4 · Accounts receivable
beginning of year $52,554 · end of year $18,437
-
8 · Inventories for sale or use
beginning of year $5,895 · end of year $5,895
-
9 · Prepaid expenses and deferred charges
beginning of year $1,122,212 · end of year $1,053,869
-
10a · Land, buildings and equipment: cost or other basis
$78,720,106
-
10b · Land, buildings and equipment: accumulated depreciation
$36,854,415
-
10c · Land, buildings and equipment, net
beginning of year $43,315,721 · end of year $41,865,691
-
11 · Investments: publicly traded securities
beginning of year $33,634,771 · end of year $39,371,573
-
12 · Investments: other securities
beginning of year $30,318,373 · end of year $31,248,491
-
15 · Other assets
beginning of year $919,937 · end of year $166,789
-
17 · Accounts payable and accrued expenses
beginning of year $1,542,063 · end of year $1,902,170
-
19 · Deferred revenue
beginning of year $5,107,740 · end of year $5,011,531
-
21 · Escrow or custodial account liability
beginning of year $26,325 · end of year $21,487
-
23 · Secured mortgages and notes payable
beginning of year $73,112 · end of year $99,391
-
25 · Other liabilities
beginning of year $7,247,158 · end of year $6,758,696
-
27 · Net assets without donor restrictions
beginning of year $59,708,036 · end of year $61,309,823
-
28 · Net assets with donor restrictions
beginning of year $47,882,732 · end of year $54,405,493
Mission and programs · 2024
Mission
WE CREATE AN ACTIVE, JOYFUL LEARNING ENVIRONMENT WHERE CHILDREN ARE CHALLENGED TO THINK DEEPLY, QUESTION CONFIDENTLY, AND ACT GENEROUSLY SO THAT THEY MAY LEAD LIVES OF IMPACT AND PURPOSE.
Activities or mission (Part I)
NEW CANAAN COUNTRY SCHOOL, INC. IS AN ELEMENTARY SCHOOL, GRADES BEGINNERS 9, ACCREDITED BY THE CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS. ITS MISSION IS TO GUIDE STUDENTS TO REACH THEIR INTELLECTUAL, CREATIVE, MORAL, AND PHYSICAL POTENTIAL. THE ORGANIZATION VALUES THE IMAGINATION AND CURIOSITY OF CHILDREN AND RESPECTS CHILDHOOD AS AN INTEGRAL PART OF LIFE. THE ORGANIZATION'S TEACHERS SET HIGH ACADEMIC STANDARDS AND CHALLENGE STUDENTS TO QUESTION, THINK, COLLABORATE, AND ACT WITH INTEGRITY. THE SCHOOL WORKS IN PARTNERSHIP WITH FAMILIES TO TEACH PERSONAL, SOCIAL, AND ENVIRONMENTAL RESPONSIBILITY AND TO CREATE A COMMUNITY THAT HONORS DIVERSITY AND OUR COMMON HUMANITY. NEW CANAAN COUNTRY SCHOOL INSPIRES STUDENTS TO BE LIFELONG LEARNERS WITH THE COURAGE AND CONFIDENCE TO MAKE A POSITIVE CONTRIBUTION TO THE WORLD.
-
EDUCATION EXPENSES INCURRED FOR THE PRIMARY EDUCATION ENROLLMENT OF 575 STUDENTS IN GRADES BEGINNERS TO GRADE 9.
Expenses $28,949,131 · Grants $2,645,403 · Revenue $28,788,890
-
HORIZONS IS A FULL-SCHOLARSHIP YEAR-ROUND ACADEMIC AND ENRICHMENT PROGRAM SERVING APPROXIMATELY 400 DISADVANTAGED STUDENTS EACH YEAR, PRIMARILY FROM STAMFORD AND NORWALK.
Expenses $1,682,350 · Revenue $17,502
As filed on the 2024 return.
Listed in Part VII
-
Aaron CooperAARON COOPER
HEADMASTER
- Total calculated
- $1,037,331
- From this org
- $740,337
- From related orgs
- $0
- Other
- $296,994
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $471,394
- Bonus
- $0
- Other
- $268,943
- Deferred
- $78,374
- Nontaxable benefits
- $218,620
- Filer's total
- $1,037,331
-
Lacey RamseyLACEY RAMSEY
FACULTY TRUSTEE
- Total calculated
- $110,557
- From this org
- $105,194
- From related orgs
- $0
- Other
- $5,363
- Hours/week
- 41
-
Darby WebberDARBY WEBBER
FACULTY TRUSTEE
- Total calculated
- $115,848
- From this org
- $94,007
- From related orgs
- $0
- Other
- $21,841
- Hours/week
- 41
-
Tucker GoldenTUCKER GOLDEN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Arman C Gokgol-KlineARMAN C GOKGOL-KLINE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Lauren W GreigLAUREN W GREIG
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Heidi Locke-SimonHEIDI LOCKE-SIMON
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Arlety BowmanARLETY BOWMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christopher L BrighamCHRISTOPHER L BRIGHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ryan Marie BrooksRYAN MARIE BROOKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daniel DibiasioDANIEL DIBIASIO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alex FigueroaALEX FIGUEROA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike GodinaMIKE GODINA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Taylor GouldTAYLOR GOULD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jamel A KeelsJAMEL A KEELS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sarah KilcullenSARAH KILCULLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jen KlineJEN KLINE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Matthew F LebaronMATTHEW F LEBARON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John V RicottaJOHN V RICOTTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizbeth SchmittELIZBETH SCHMITT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca ThorntonREBECCA THORNTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sarah W VrabacSARAH W VRABAC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Doug RyderDOUG RYDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jawanda StaberJAWANDA STABER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tara ConiglioTARA CONIGLIO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Anne Marie Schettini-LynchANNE MARIE SCHETTINI-LYNCH
CFO THRU MAY 2025
- Total calculated
- $334,669
- From this org
- $318,856
- From related orgs
- $0
- Other
- $15,813
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $317,050
- Bonus
- $0
- Other
- $1,806
- Deferred
- $15,813
- Nontaxable benefits
- $0
- Filer's total
- $334,669
-
Meaghan MallinMEAGHAN MALLIN
HEAD OF LOWER SCHOOL
- Total calculated
- $295,844
- From this org
- $201,484
- From related orgs
- $0
- Other
- $94,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,912
- Bonus
- $0
- Other
- $572
- Deferred
- $13,781
- Nontaxable benefits
- $80,579
- Filer's total
- $295,844
-
Kirsten RosolenKIRSTEN ROSOLEN
HEAD OF UPPER & MIDDLE SCHOOL
- Total calculated
- $233,242
- From this org
- $173,710
- From related orgs
- $0
- Other
- $59,532
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,834
- Bonus
- $0
- Other
- $876
- Deferred
- $18,375
- Nontaxable benefits
- $41,157
- Filer's total
- $233,242
-
Mark MacridesMARK MACRIDES
DIRECTOR OF COMMUNITY ENGAGEMENT
- Total calculated
- $192,314
- From this org
- $161,702
- From related orgs
- $0
- Other
- $30,612
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,532
- Bonus
- $0
- Other
- $2,170
- Deferred
- $16,200
- Nontaxable benefits
- $14,412
- Filer's total
- $192,314
-
Holly CasellaHOLLY CASELLA
DIRECTOR OF ADVANCEMENT
- Total calculated
- $192,743
- From this org
- $157,531
- From related orgs
- $0
- Other
- $35,212
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,250
- Bonus
- $0
- Other
- $281
- Deferred
- $11,687
- Nontaxable benefits
- $23,525
- Filer's total
- $192,743
-
Gayle Kent FindlayGAYLE KENT FINDLAY
DIRECTOR OF MARKETING AND COMMUNICATIONS
- Total calculated
- $154,378
- From this org
- $121,985
- From related orgs
- $0
- Other
- $32,393
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,092
- Bonus
- $0
- Other
- $893
- Deferred
- $11,150
- Nontaxable benefits
- $21,243
- Filer's total
- $154,378
-
Reshan RichardsRESHAN RICHARDS
DIRECTOR OF STUDIES
- Total calculated
- $300,599
- From this org
- $172,917
- From related orgs
- $0
- Other
- $127,682
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,351
- Bonus
- $0
- Other
- $566
- Deferred
- $9,113
- Nontaxable benefits
- $118,569
- Filer's total
- $300,599
-
Elizabeth O'BrienELIZABETH O'BRIEN
DIRECTOR OF ENROLLMENT
- Total calculated
- $249,151
- From this org
- $170,826
- From related orgs
- $0
- Other
- $78,325
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,997
- Bonus
- $0
- Other
- $829
- Deferred
- $17,762
- Nontaxable benefits
- $60,563
- Filer's total
- $249,151
-
Ryan Smith Former SeniorRYAN SMITH FORMER SENIOR
DIRECTOR ADVANCEMENT
- Total calculated
- $127,701
- From this org
- $111,580
- From related orgs
- $0
- Other
- $16,121
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $111,265
- Bonus
- $0
- Other
- $315
- Deferred
- $0
- Nontaxable benefits
- $16,121
- Filer's total
- $127,701
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 1b · Written policy on the line-1a expenses
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE HEAD OF SCHOOL RECEIVES HOUSING AS A CONDITION OF HIS EMPLOYMENT WHICH IS A NON-TAXABLE BENEFIT UNDER SECTION 119(B). ADDITIONALLY, THE SCHOOL PROVIDES CERTAIN FRINGE BENEFITS TO THE HEAD OF SCHOOL, INCLUDING PAYMENT OF SELECT CLUB MEMBERSHIP DUES AND EDUCATIONAL TUITION ASSISTANCE FOR DEPENDENT CHILDREN. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION AND ARE INCLUDED IN THE HEAD OF SCHOOL'S FORM W-2 IN ACCORDANCE WITH APPLICABLE TAX REGULATIONS.
- PART I, LINE 4B
- AARON COOPER PARTICIPATED IN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING 2024. THE SCHOOL CONTRIBUTED $52,500 DURING CALENDAR YEAR 2024.
- PART I, LINE 7
- THE ORGANIZATION PAID DISCRETIONARY BONUSES TO CERTAIN INDIVIDUALS LISTED IN PART II AS REPORTED IN COLUMN B(II) FOR THE APPLICABLE INDIVIDUALS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601349349312375
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