FORT WORTH COUNTRY DAY SCHOOL INC Charity Report

Public IRS 990 nonprofit record

FORT WORTH COUNTRY DAY SCHOOL INC

EIN 75-1085363 · Education (B200)

What they do

THE MISSION of FORT WORTH COUNTRY DAY SCHOOL is to FOSTER THE INTELLECTUAL, PHYSICAL, EMOTIONAL and ETHICAL DEVELOPMENT of CAPABLE STUDENTS THROUGH AN ACADEMICALLY RIGOROUS COLLEGE PREPARATORY PROGRAM THAT INTEGRATES THE ARTS and ATHLETICS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders31 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

69.75%of revenue went to mission work76.9% of expenses · Program services

2.51%of revenue went to fundraising2.8% of expenses

$90.71spent for every $100 of revenueRevenue covered expenses this year.

18.45%of revenue went to management and office costs20.3% of expenses

$4.09in assets for every $1 spent this yearSome assets cannot be spent right away.

13.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $569,959 for ERIC LOMBARDI (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$45,429,757

Mission workProgram services$31,687,94769.75% of revenue76.9% of expenses

ManagementOffice and general costs$8,382,53818.45% of revenue20.3% of expenses

FundraisingAsking for donations$1,138,6932.51% of revenue2.8% of expenses

Revenue left after expensesReported annual surplus$4,220,5799.29% of revenueShown in gray on the chart

Total expenses$41,209,17890.71% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 76.9% mission · 20.3% management · 2.8% fundraisingTotal expenses: 90.71% of revenue

2023Expense mix: 78.1% mission · 19.4% management · 2.5% fundraisingTotal expenses: 75.91% of revenue

2022Expense mix: 77.8% mission · 19.3% management · 2.9% fundraisingTotal expenses: 77.96% of revenue

2021Expense mix: 78.7% mission · 18.2% management · 3.0% fundraisingTotal expenses: 85.77% of revenue

2020Expense mix: 76.9% mission · 20.2% management · 2.9% fundraisingTotal expenses: 86.07% of revenue

2019Expense mix: 77.2% mission · 20.2% management · 2.6% fundraisingTotal expenses: 96.74% of revenue

2018Expense mix: 76.2% mission · 21.2% management · 2.6% fundraisingTotal expenses: 106.40% of revenue

2017Expense mix: 81.0% mission · 16.5% management · 2.5% fundraisingTotal expenses: 92.02% of revenue

Money in and money out

Revenue$45,429,757

Expenses$41,209,178

Annual surplus $4,220,579 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$31,687,947 · 76.9% of expenses

Management and office costs$8,382,538 · 20.3% of expenses

Fundraising$1,138,693 · 2.8% of expenses

See all reported dollar amounts

Revenue$45,429,757

Expenses$41,209,178

Assets$168,494,899

Income$49,158,814

Contributions$6,278,656

Mission work (program services)$31,687,947

Fundraising$1,138,693

Management and general$8,382,538

Executive compensation (total)$757,537

Stocks and bonds$11,978,282

Accounting fees$67,948

Investing fees$731,736

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ERIC LOMBARDIHEAD OF SCHOOL · 40 hrs/week $569,959Base $496,861 · Other $73,098

THOMAS MITCHELLCFO & OPERATIONS · 40 hrs/week $328,594Base $275,248 · Other $53,346

SANDRA TUOMEYDIRECTOR OF ADVANCEMENT · 40 hrs/week $216,454Base $157,058 · Other $59,396

ERNEST UHRDIRECTOR OF TECHNOLOGY · 40 hrs/week $187,347Base $158,883 · Other $28,464

AMY WITTENASSIST. HEAD OF SCHOOL, STUDENT SVCS · 40 hrs/week $184,046Base $166,899 · Other $17,147

PEGGY WAKELANDHEAD OF UPPER SCHOOL · 40 hrs/week $183,237Base $159,581 · Other $23,656

JOSEPH BREEDLOVEDIRECTOR BREAKTHROUGH · 40 hrs/week $163,717Base $152,047 · Other $11,670

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (31)

ERIC LOMBARDIHEAD OF SCHOOL

THOMAS MITCHELLCFO & OPERATIONS

SANDRA TUOMEYDIRECTOR OF ADVANCEMENT

ERNEST UHRDIRECTOR OF TECHNOLOGY

AMY WITTENASSIST. HEAD OF SCHOOL, STUDENT SVCS

PEGGY WAKELANDHEAD OF UPPER SCHOOL

JOSEPH BREEDLOVEDIRECTOR BREAKTHROUGH

ORLANDO CARVALHOTRUSTEE

JONATHAN KELLAMTRUSTEE

JOSEPH BERKESTRUSTEE

LAURA BIRDTRUSTEE

MERIANNE ROTHTRUSTEE & LEADERSHIP CHR. (THRU 5/25)

HUGO DEL POZZOTRUSTEE

ROB SEMPLETREASURER / FINANCE CHAIR

STEPHEN LUSKEYTRUSTEE

WHITNEY CREELTRUSTEE

WILLIAM BUTLERVICE PRESIDENT

JOHN BROOKMANSECRETARY

JAMIE PACKERADVANCEMENT CHAIR

HELEN TODORATRUSTEE

HEATHER SENTERTRUSTEE

GEORGINA MONCRIEF CONDREYTRUSTEE

ELYSE STOLTZ DICKERSONVP/BUILD. & GROUNDS CHR. (THRU 5/25)

DEMEQUA MOORETRUSTEE

DAK HATFIELDTRUSTEE (THRU 05/25)

BRIAN CRUMLEYPRESIDENT

BLAINE SMITHTRUSTEE

BALDWIN RICKY BROWNTRUSTEE (THRU 05/25)

ASAD DEANTRUSTEE

ANN BLUNTZERTRUSTEE

ANDREW BLAKETRUSTEE

About this charity

Recognized since: January 1964
Location: 4200 COUNTRY DAY LN, FORT WORTH, TX 76109-4201
County: Tarrant
In care of: % TOM MITCHELL
Primary officer: THOMAS MITCHELL, CFOO

How to reach them

WebsiteVisit the charity’s website Phone(817) 732-7718

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: ARMANINO ADVISORY LLC
NTEE classification: Education (B200)
IRS tax category: Elementary and Secondary Schools