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Nonprofiteer
← ASPEN COUNTRY DAY SCHOOL INC

Form 990 for tax year 2023

Filed by ASPEN COUNTRY DAY SCHOOL INC.

Totals

Total revenue
$13,247,920
Total expenses
$13,874,003
Contributions and grants received
$2,487,984
Grants paid
$1,135,010
Program service revenue
$9,762,199
Investment income
$924,043
Other revenue
$73,694
Total assets, end of year
$56,159,382
Total liabilities, end of year
$7,348,277
Net assets or fund balances, end of year
$48,811,105
Program services expenses (Part IX)
$12,084,898
Management and general expenses
$1,240,900
Fundraising expenses
$548,205
Program service expenses (Part III)
$12,084,898

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CLARE EVERT-SHANE

    HONORARY TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KELLY O'DONOVAN

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • MARY SCANLAN

    HONORARY TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SCOTT RUSSELL

    HONORARY TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MELONY LEWIS

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • MICHAEL DAVIES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHNANNA HOEFFNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ERIKA SOUKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BRET HIRSH

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • JESSIE JAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • FIONA HAGIST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NATHANIEL ZILKHA

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • CHRISTINE LIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KELLY YOUNG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ABBY ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GRETCHEN COLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANGIE DAVLYN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BRAD HATHAWAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KAREN KENWORTHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JONATHAN LOCKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KATHERINE LORENZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MACKENZIE MORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KIKI MCBRIDE

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    2

  • ALAN FLETCHER

    HONORARY TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SOLEDAD HURST

    HONORARY TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LEE SCHUMACHER

    HONORARY TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILL MCCULLOUGH

    TRUSTEE [FORMER AS 05/31/2024]

    Total calculated
    $0
    Hours/week
    2

  • ASHLEY RAMOS

    TRUSTEE [FORMER AS 05/31/2024]

    Total calculated
    $0
    Hours/week
    2

  • BRETT SUMA

    TRUSTEE [FORMER AS 05/31/2024]

    Total calculated
    $0
    Hours/week
    2

  • SCOTT HICKS

    DIRECTOR OF FINANCE

    Total calculated
    $157,686
    From this org
    $131,381
    From related orgs
    $0
    Other
    $26,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,381
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,305 related
    Filer's total
    $131,381 + $26,305 related

  • JOSH WOLMAN

    HEAD OF SCHOOL, EX OFFICIO

    Total calculated
    $506,977
    From this org
    $441,317
    From related orgs
    $0
    Other
    $65,660
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $441,317
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $65,660 related
    Filer's total
    $441,317 + $65,660 related

  • CAROLINE HINES

    DIRECTOR OF ADVANCEMENT

    Total calculated
    $151,179
    From this org
    $133,396
    From related orgs
    $0
    Other
    $17,783
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,396
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,783 related
    Filer's total
    $133,396 + $17,783 related

  • SUSAN GLAH

    DIRECTOR OF ADMISSIONS

    Total calculated
    $134,264
    From this org
    $114,772
    From related orgs
    $0
    Other
    $19,492
    Hours/week
    40

  • ADAM S HANCOCK

    HEAD OF LOWER SCHOOL

    Total calculated
    $142,701
    From this org
    $123,106
    From related orgs
    $0
    Other
    $19,595
    Hours/week
    40

  • GRACE NIMS

    DIRECTOR OF OPERATIONS

    Total calculated
    $119,314
    From this org
    $101,292
    From related orgs
    $0
    Other
    $18,022
    Hours/week
    40

  • JAMES W HOZACK

    DIRECTOR

    Total calculated
    $141,586
    From this org
    $123,706
    From related orgs
    $0
    Other
    $17,880
    Hours/week
    40

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 · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 HAS A DISCRETIONARY SPENDING ACCOUNT FOR MEALS AND EMPLOYEE MORALE.
PART I, LINE 7
THE EXECUTIVE COMMITTEE DETERMINES BONUS AMOUNTS PAID TO THE HEAD OF SCHOOL BASED ON PERFORMANCE GOALS.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • AARDVARK HOLDINGS LLC

    EMPLOYEE HOUSING · CO

Provenance

Return type
form_990
Tax year
2023
Filed
12 February 2025
IRS schema version
2023v6.0
Source object
202500449349301495

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