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EASTON COUNTRY DAY SCHOOL, INC.

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: EASTON COUNTRY DAY SCHOOL, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 03 Sep 1996
Business ALEI: 0543575
Annual report due: 03 Sep 2025
Business address: 660 MOREHOUSE ROAD, EASTON, CT, 06612, United States
Mailing address: 660 MOREHOUSE ROAD, EASTON, CT, United States, 06612
ZIP code: 06612
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: ecds@1040accountant.com

Industry & Business Activity

NAICS

611110 Elementary and Secondary Schools

This industry comprises establishments primarily engaged in furnishing academic courses and associated course work that comprise a basic preparatory education. A basic preparatory education ordinarily constitutes kindergarten through 12th grade. This industry includes school boards and school districts. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2023 061375555 2024-10-15 EASTON COUNTRY DAY SCHOOL, INC. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2022 061375555 2023-10-10 EASTON COUNTRY DAY SCHOOL, INC. 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2023-10-10
Name of individual signing PAUL LUPO
Valid signature Filed with authorized/valid electronic signature
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2021 061375555 2022-03-24 EASTON COUNTRY DAY SCHOOL, INC. 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2022-03-24
Name of individual signing PAUL LUPO
Valid signature Filed with authorized/valid electronic signature
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2020 061375555 2021-05-26 EASTON COUNTRY DAY SCHOOL, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2021-05-26
Name of individual signing PAUL LUPO
Valid signature Filed with authorized/valid electronic signature
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2019 061375555 2020-07-30 EASTON COUNTRY DAY SCHOOL, INC. 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2020-07-29
Name of individual signing PAUL LUPO
Valid signature Filed with authorized/valid electronic signature
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2018 061375555 2019-03-18 EASTON COUNTRY DAY SCHOOL, INC. 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2019-03-18
Name of individual signing KATE SACHER
Valid signature Filed with authorized/valid electronic signature
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2017 061375555 2018-02-12 EASTON COUNTRY DAY SCHOOL, INC. 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2018-02-11
Name of individual signing KATE SACHER
Valid signature Filed with authorized/valid electronic signature
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2016 061375555 2017-05-25 EASTON COUNTRY DAY SCHOOL, INC. 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2017-05-25
Name of individual signing KATE SACHER
Valid signature Filed with authorized/valid electronic signature
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2015 061375555 2016-05-02 EASTON COUNTRY DAY SCHOOL, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2016-05-01
Name of individual signing KATE SACHER
Valid signature Filed with authorized/valid electronic signature
EASTON COUNTRY DAY SCHOOL, INC. 401 (K) PROFIT SHARING PLAN 2014 061375555 2015-07-09 EASTON COUNTRY DAY SCHOOL, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 611000
Sponsor’s telephone number 2032685530
Plan sponsor’s address 660 MOREHOUSE ROAD, EASTON, CT, 06612

Signature of

Role Plan administrator
Date 2015-07-08
Name of individual signing KATE SACHER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
Paul Lupo Agent 375 Bridgeport Ave, Shelton, CT, 06484, United States +1 203-924-5760 ecds@1040accountant.com 17 Turkey Plain Rd, Bethel, CT, 06801-2842, United States

Director

Name Role Business address Residence address
JODY SMITH Director 660 MOREHOUSE ROAD, EASTON, CT, 06612, United States 201 ROLLING HILLS, FAIRFIELD, CT, 06824, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CHR.0010612-EXEMPT PUBLIC CHARITY-EXEMPT FROM FINANCIAL REQUIREMENTS ACTIVE - - - -
LTN.0001913 TEMPORARY NONCOMMERCIAL LIQUOR PERMIT PENDING NEW APPLICATION REVIEW REQUIRED - - -

History

Type Old value New value Date of change
Name change PHOENIX ACADEMY, INC. EASTON COUNTRY DAY SCHOOL, INC. 2008-01-23

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012178647 2024-09-03 - Annual Report Annual Report -
BF-0011258435 2023-08-22 - Annual Report Annual Report -
BF-0010789087 2022-08-22 - Annual Report Annual Report -
BF-0009813569 2022-05-19 - Annual Report Annual Report -
0007077132 2021-01-25 - Annual Report Annual Report 2020
0007077125 2021-01-25 - Annual Report Annual Report 2019
0007077112 2021-01-25 - Annual Report Annual Report 2017
0007077080 2021-01-25 - Annual Report Annual Report 2015
0007077108 2021-01-25 - Annual Report Annual Report 2016
0007077121 2021-01-25 - Annual Report Annual Report 2018

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
06-1375555 Corporation Unconditional Exemption 660 MOREHOUSE RD, EASTON, CT, 06612-1338 1998-04
In Care of Name % CARIEN MANDAS
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2023-06
Asset 1,000,000 to 4,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 3526826
Income Amount 6030885
Form 990 Revenue Amount 6030885
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name EASTON COUNTRY DAY SCHOOL INC
EIN 06-1375555
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name EASTON COUNTRY DAY SCHOOL INC
EIN 06-1375555
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name EASTON COUNTRY DAY SCHOOL INC
EIN 06-1375555
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name EASTON COUNTRY DAY SCHOOL INC
EIN 06-1375555
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name EASTON COUNTRY DAY SCHOOL INC
EIN 06-1375555
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name EASTON COUNTRY DAY SCHOOL INC
EIN 06-1375555
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name EASTON COUNTRY DAY SCHOOL INC
EIN 06-1375555
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2466637105 2020-04-10 0156 PPP 660 Morehouse Rd, EASTON, CT, 06612
Loan Status Date 2021-08-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 487500
Loan Approval Amount (current) 487500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address EASTON, FAIRFIELD, CT, 06612-0001
Project Congressional District CT-04
Number of Employees 45
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Professional Association
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 493951.03
Forgiveness Paid Date 2021-08-11
3150798602 2021-03-16 0156 PPS Morehouse Road, Easton, CT, 06612
Loan Status Date 2023-04-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 461035
Loan Approval Amount (current) 461035
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Easton, FAIRFIELD, CT, 06612
Project Congressional District CT-04
Number of Employees 44
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Professional Association
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 469927.29
Forgiveness Paid Date 2023-03-07

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005145700 Active OFS 2023-06-01 2028-10-29 AMENDMENT

Parties

Name EASTON COUNTRY DAY SCHOOL, INC.
Role Debtor
Name KEYBANK NATIONAL ASSOCIATION
Role Secured Party
0003387114 Active OFS 2020-07-06 2025-07-06 ORIG FIN STMT

Parties

Name EASTON COUNTRY DAY SCHOOL, INC.
Role Debtor
Name U.S. SMALL BUSINESS ADMINISTRATION
Role Secured Party
0003250297 Active OFS 2018-06-14 2028-10-29 AMENDMENT

Parties

Name EASTON COUNTRY DAY SCHOOL, INC.
Role Debtor
Name KEYBANK NATIONAL ASSOCIATION
Role Secured Party
0003250298 Active OFS 2018-06-14 2028-10-29 AMENDMENT

Parties

Name EASTON COUNTRY DAY SCHOOL, INC.
Role Debtor
Name KEYBANK NATIONAL ASSOCIATION
Role Secured Party
0002963810 Active OFS 2013-10-29 2028-10-29 ORIG FIN STMT

Parties

Name EASTON COUNTRY DAY SCHOOL, INC.
Role Debtor
Name FIRST NIAGARA BANK, N.A.
Role Secured Party

Federal Court Cases

This table provides a quick overview of court cases, including key information like the case name, case number, court, filing date, current status, and a brief summary of each case.

Docket Number Nature of Suit Filing Date Disposition
1301514 Civil Rights Employment 2013-10-16 voluntarily
Circuit Second Circuit
Origin original proceeding
Jurisdiction federal question
Jury Demand Plaintiff demands jury
Demanded Amount 0
Termination Class Action Missing
Procedural Progress no court action
Nature Of Judgment no monetary award
Judgement missing
Arbitration On Termination Missing
Office 3
Filing Date 2013-10-16
Termination Date 2014-06-09
Date Issue Joined 2013-11-22
Section 2000
Sub Section E
Status Terminated

Parties

Name CERRETA
Role Plaintiff
Name EASTON COUNTRY DAY SCHOOL, INC.
Role Defendant
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information