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Nonprofiteer
← FORT WORTH COUNTRY DAY SCHOOL INC

Form 990 for tax year 2022

Filed by FORT WORTH COUNTRY DAY SCHOOL INC.

Totals

Total revenue
$46,786,477
Total expenses
$36,476,665
Contributions and grants received
$11,960,307
Grants paid
$3,793,887
Program service revenue
$31,348,945
Investment income
$3,230,760
Other revenue
$246,465
Total assets, end of year
$135,533,434
Total liabilities, end of year
$36,106,006
Net assets or fund balances, end of year
$99,427,428
Program services expenses (Part IX)
$28,368,923
Management and general expenses
$7,038,326
Fundraising expenses
$1,069,416
Program service expenses (Part III)
$28,368,923

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RANDY EISENMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ELYSE STOLTZ DICKERSON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • BRIAN CRUMLEY

    VICE PRESIDENT, TREASURER, FINANCE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARY HALLMAN SMITH

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOHN BROOKMAN

    ADVANCEMENT COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DAK HATFIELD

    BUILDING & GROUNDS COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LAURA BIRD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW BLAKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANN BLUNTZER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BALDWIN RICKY BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM BUTLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ORLANDO CARVALHO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEORGINA MONCRIEF CONDREY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CLAUDIA COSCIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRYAN KING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE MARLOW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR MONIKA MATHUR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEMEQUA MOORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR ELIZABETH MURPHY JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMIE PACKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HUGO DEL POZZO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MALATHI RAVI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MERIANNE ROTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROB SEMPLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BLAINE SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RACHEL WERNER

    TRUSTEE (THRU 05/23)

    Total calculated
    $0
    Hours/week
    1

  • ERIC LOMBARDI

    HEAD OF SCHOOL

    Total calculated
    $510,834
    From this org
    $455,534
    From related orgs
    $0
    Other
    $55,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $390,534
    Bonus
    $35,000
    Other
    $30,000
    Deferred
    $43,480
    Nontaxable benefits
    $11,820
    Filer's total
    $510,834

  • THOMAS MITCHELL

    CFO & OPERATIONS

    Total calculated
    $267,058
    From this org
    $240,067
    From related orgs
    $0
    Other
    $26,991
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,067
    Bonus
    $0
    Other
    $0
    Deferred
    $17,632
    Nontaxable benefits
    $9,359
    Filer's total
    $267,058

  • ERNEST UHR

    DIRECTOR OF TECHNOLOGY

    Total calculated
    $165,533
    From this org
    $140,603
    From related orgs
    $0
    Other
    $24,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,603
    Bonus
    $0
    Other
    $0
    Deferred
    $14,530
    Nontaxable benefits
    $10,400
    Filer's total
    $165,533

  • PEGGY WAKELAND

    HEAD OF UPPER SCHOOL

    Total calculated
    $163,569
    From this org
    $143,019
    From related orgs
    $0
    Other
    $20,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,019
    Bonus
    $0
    Other
    $0
    Deferred
    $14,280
    Nontaxable benefits
    $6,270
    Filer's total
    $163,569

  • MICHAEL CARMODY

    DIRECTOR OF AUXILIARY PROGRAMS

    Total calculated
    $162,654
    From this org
    $148,473
    From related orgs
    $0
    Other
    $14,181
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,119
    Bonus
    $21,354
    Other
    $0
    Deferred
    $7,911
    Nontaxable benefits
    $6,270
    Filer's total
    $162,654

  • SANDRA TUOMEY

    DIRECTOR OF ADVANCEMENT

    Total calculated
    $161,033
    From this org
    $134,647
    From related orgs
    $0
    Other
    $26,386
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,647
    Bonus
    $0
    Other
    $0
    Deferred
    $10,642
    Nontaxable benefits
    $15,744
    Filer's total
    $161,033

  • JOSEPH BREEDLOVE

    DIRECTOR BREAKTHROUGH

    Total calculated
    $152,246
    From this org
    $133,972
    From related orgs
    $0
    Other
    $18,274
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,972
    Bonus
    $0
    Other
    $0
    Deferred
    $11,098
    Nontaxable benefits
    $7,176
    Filer's total
    $152,246

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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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 FOLLOWING TAXABLE COMPENSATIONS WERE PROVIDED TO OUR HEAD OF SCHOOL DURING CALENDAR YEAR 2022. HOUSING ALLOWANCE: THE SCHOOL WILL PAY THE HEAD OF SCHOOL A HOUSING ALLOWANANCE EQUAL TO $30,000 EACH CONTRACT YEAR (THE HOUSING ALLOWANCE). EACH YEAR'S HOUSING ALLOWANCE WILL BE PAID IN TWELVE EQUAL MONTHLY PAYMENTS AND SHALL BE PAYABLE ON THE FIRST DAY OF EACH CALENDAR MONTH. THE HOUSING ALLOWANCE PAYMENTS SHALL BE SUBJECT TO ALL APPROPRIATE WITHHOLDINGS AND DEDUCTIONS. THE HEAD OF SCHOOL SUPPORT COMMITTEE MEETS ANNUALLY TO DISCUSS BONUSES. THEY USE INDEX BENCHMARKING DATA TO ASSIST THEM IN DETERMINING THE INCREASE FOR THE HEAD OF SCHOOL EVERY YEAR.
PART I, LINE 5
THE DIRECTOR OF AUXILIARY PROGRAMS WAS PAID INCENTIVE COMPENSATION BASED ON INCREASES TO GROSS AUXILIARY PROGRAM REVENUE ABOVE A CERTAIN GROSS MARGIN.
PART I, LINE 7
THE DIRECTOR OF AUXILIARY PROGRAMS WAS PAID A BONUS BASED ON INCREASES TO GROSS AUXILIARY PROGRAM REVENUE ABOVE A CERTAIN GROSS MARGIN.

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.

  • PAS HOLDINGS LLC

    RENTAL · TX · income $0 · assets $0

    Directly controlled by FWCD SCHOOL

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2024
IRS schema version
2022v5.0
Source object
202441249349302634

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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