2024-02-16T12:09:11-06:00 2023-05-31 946214841 ARMANINO LLP 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2022-06-01 620598316 THE ENSWORTH SCHOOL ENSW 6153015367 7401 HIGHWAY 100 NASHVILLE TN 37221 ELIZABETH POLLARD CFO 6153015367 2024-02-15 1 ELIZABETH POLLARD XXX-XX-XXXX 1 MATTHEW PETROSKI P00853132 9726611843 2024-02-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID BRAEMER 7401 HIGHWAY 100 NASHVILLE TN 37221 74599111 0 X WWW.ENSWORTH.COM X 1958 TN ENSWORTH IS A KINDERGARTEN THROUGH TWELFTH GRADE, COEDUCATIONAL INDEPENDENT SCHOOL. 23 22 597 500 -18349 0 3246422 5937952 39936681 42217514 4377155 2923820 466008 467416 48026266 51546702 3828694 4155089 0 0 24159738 27423710 0 0 1718165 17755098 20900487 45743530 52479286 2282736 -932584 271877571 272104234 72742518 76175158 199135053 195929076 X THE ENSWORTH SCHOOL (THE SCHOOL), FOUNDED IN 1958, IS A KINDERGARTEN THROUGH TWELFTH GRADE, COEDUCATIONAL INDEPENDENT SCHOOL LOCATED IN NASHVILLE, TENNESSEE. THE MISSION OF THE SCHOOL IS TO PROMOTE ACADEMIC EXCELLENCE AND INSPIRE STUDENTS TO BE INTELLECTUALLY CURIOUS, TO USE THEIR TALENTS TO THE FULLEST, TO BE PEOPLE OF INTEGRITY, AND TO BE CONTRIBUTORS TO SOCIETY. 0 0 41663559 4155089 42217514 ENSWORTH IS A K-12 COEDUCATIONAL INDEPENDENT SCHOOL. THE SCHOOL PROMOTES ACADEMIC EXCELLENCE AND INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS, TO USE THEIR TALENTS TO THE FULLEST, TO BE PEOPLE OF INTEGRITY AND TO BE CONTRIBUTORS TO SOCIETY. 41663559 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 136 0 1 597 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X X ELIZABETH POLLARD 6153015367 7401 HIGHWAY 100 NASHVILLE TN 37221 PRENTICE STABLER HEAD OF SCHOOL (AS OF 07/22) 60.00 X X 233789 0 35548 WILL MORROW PRESIDENT, EXEC CHAIR 2.00 X X 0 0 0 BROCK KIDD VICE-PRESIDENT 1.00 X X 0 0 0 BRUCE CROSBY TREAS/FIN.CHAIR 2.00 X X 0 0 0 JIM BOWEN SECRETARY 2.00 X X 0 0 0 KATHRYN BROWN TRUSTEE 1.00 X 0 0 0 GERARD BULLOCK TRUSTEE 1.00 X 0 0 0 DAPHNE BUTLER TRUSTEE 1.00 X 0 0 0 RAJA CLARK TRUSTEE 1.00 X 0 0 0 BETH COURTNEY TRUSTEE 1.00 X 0 0 0 AMANDA FARNSWORTH TRUSTEE 1.00 X 0 0 0 JENNIFER FRIST TRUSTEE 2.00 X 0 0 0 FRANK GORDON TRUSTEE (AS OF 06/22) 1.00 X 0 0 0 CHAD GREER TRUSTEE 1.00 X 0 0 0 EMILY KURTZ TRUSTEE 1.00 X 0 0 0 DEB MCDERMOTT TRUSTEE 1.00 X 0 0 0 BRUCE MOORE TRUSTEE 2.00 X 0 0 0 DON ORR TRUSTEE (AS OF 06/22) 1.00 X 0 0 0 NEAL PATEL TRUSTEE 1.00 X 0 0 0 YVONNE RALSKY TRUSTEE 1.00 X 0 0 0 REBECCA SHAH TRUSTEE (AS OF 06/22) 1.00 X 0 0 0 LOUIS UPKINS TRUSTEE (AS OF 06/22) 1.00 X 0 0 0 STEPHANIE WALKER TRUSTEE 1.00 X 0 0 0 ELIZABETH POLLARD CFO (AS OF 07/22) 60.00 X 152136 0 13768 WHITNEY JOHNSON CFO (THRU 07/22) 60.00 X 123472 0 13035 RICHARD BOWERS ATHLETIC DIRECTOR 60.00 X 329910 0 29718 RAHIM BATTEN ASSOC DIRECTOR OF ADMISSIONS 40.00 X 254086 0 67103 NOWELL HESSE HEAD OF HIGH SCHOOL 40.00 X 173104 0 66038 JASON HIETT DIRECTOR OF TECHNOLOGY 40.00 X 188280 0 46645 JAMES BEDELL DIRECTOR OF ADVANCEMENT 40.00 X 156063 0 67679 DAVID BRAEMER FORMER HOS (THRU 05/22) 60.00 X 376099 0 95118 1986939 0 434652 44 1 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD 1813747 DF CHASE 3001 ARMORY DRIVE NASHVILLE TN 37204 CONSTRUCTION 1684095 PHIPPS CONTRUCTION PO BOX 50026 NASHVILLE TN 37205 CONSTRUCTION 835027 KLEENTECH 810 OAK MEADOW DRIVE FRANKLIN TN 37068 CLEANING SERVICES 733212 GREAT SOUTHERN RECREATION 2441Q OLD FORT PARKWAY 462 MURFREESBORO TN 37128 CONSTRUCTION 581902 20 560834 5377118 432789 5937952 TUITION AND FEES 611600 38498099 38498099 AUXILIARY PROGRAMS REV 611600 3719415 3719415 42217514 1855116 -18349 1873465 467416 0 467416 467416 467416 23614352 41684 22576669 10663 1037683 31021 1068704 1068704 465077 560834 465077 0 51546702 42217514 -18349 3409585 16221 16221 4138868 4138868 813674 813674 74910 74910 20235648 16355045 3275023 605580 1217471 976699 209567 31205 3575326 2911620 570681 93025 1506681 1181906 282103 42672 18199 10919 5460 1820 6187 6187 59900 35940 17970 5990 168793 168793 1150072 707513 304210 138349 435365 10897 122849 301619 2584201 1885782 395432 302987 805739 589098 122658 93983 3590165 2904590 670396 15179 197683 98886 90972 7825 297363 148749 136844 11770 775131 630289 141555 3287 7080425 5757366 1293030 30029 478156 386847 89287 2022 CAFETERIA 1581224 1457188 108948 15088 INSTRUCTIONAL & STUDENT 1132455 1132455 539429 326681 197013 15735 52479286 41663559 9097562 1718165 4190868 3802619 3747664 4283253 1634947 1273128 308069 310698 325080 451726 454704 349616 208020467 79268358 129952868 128752109 95743431 95596072 2643860 1692356 55250 38250 32820830 35554407 271877571 272104234 3197902 3521527 2118929 2300547 34544424 34798677 60433 0 32820830 35554407 72742518 76175158 X 150909233 146704322 48225820 49224754 199135053 195929076 271877571 272104234 -932584 -2273393 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X ROTATING DISPLAY FOR STUDENTS 0 97701213 3197087 172276 4496968 96573608 91847045 5822851 3317257 3285940 97701213 70157546 5091144 19754972 3156617 91847045 70285677 221956 2796787 3146874 70157546 72151520 298407 987171 3151421 70285677 0.53530 0.31580 0.14890 0 0 9689404 9689404 172342000 63480108 108861892 24015112 15788250 8226862 1973951 1973951 128752109 CONTRACTUAL TUITION AND FEES RECEIVABLE 35554407 35554407 CONTRACTUAL UNEARNED TUITION AND FEES 35554407 35554407 X 45417225 -2273393 -2273393 47690618 168793 3687291 3856084 51546702 48623202 0 48623202 168793 3687291 3856084 52479286 PART III, LINE 1A: THE ORGANIZATION DOES NOT HAVE A FOOTNOTE RELATED TO THIS TOPIC WITHIN ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S COLLECTION IS CONSIDERED IMMATERIAL FOR FINANCIAL STATEMENT PURPOSES. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS ARE HELD WITHIN A ROTATING DISPLAY IN THE ARTS BUILDING FOR STUDENTS AND OTHERS ON CAMPUS IN THE BUILDING. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF MAY 31, 2023 AND 2022, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE CONSIDERED NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 4,152,368. FUNDRAISING EXPENSE -465,077. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 4,152,368. FUNDRAISING EXPENSE -465,077. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S WEBSITE STATES THAT THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, CREED OR RELIGION. ADMISSIONS BROCHURES MAKE SIMILAR STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 4150000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 250000 0 0 0 0 0 0 4400000 0 4400000 1 0 0 0 1 0 PART III ACCOUNTING METHOD: AUCTION & RAFFLE 964927 557248 407679 13245 293334 60743 13414 26943 GOLF TOURNAMENT 60984 3586 57398 10745 33023 10874 0 2756 1025911 560834 465077 13245 304079 33023 71617 13414 29699 465077 0 1 RISE AGAINST HUNGER 13379 0 SUPPLIES 1 0 FINANCIAL AID 183 4015530 FMV DIRECT CREDIT TO STUDENT ACCOUNT DISCRETIONARY FINANCIAL AID 183 112438 FMV DIRECT CREDIT TO STUDENT ACCOUNT SUMMER PROGAM GRANT 4 10900 FMV REDUCTION OF TRIP COST PART I, LINE 2: STUDENT'S TUITION IS DIRECTLY REDUCED BY SCHOLARSHIP GRANTED. THE SCHOOL AWARDS AID TO WORTHY STUDENTS BASED SOLELY ON FINANCIAL NEED. AN OUTSIDE SERVICE REVIEWS THE APPLICATIONS FOR FINANCIAL AID AND RECOMMENDS THE MAXIMUM AMOUNT OF ASSISTANCE FOR EACH APPLICANT. THE SCHOOL'S FINANCIAL COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES THE AWARD. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 DAVID BRAEMER FORMER HOS (THRU 05/22) 250976 0 125000 0 123 0 18418 0 76700 0 471217 0 0 0 RICHARD BOWERS ATHLETIC DIRECTOR 323759 0 5902 0 249 0 21350 0 8368 0 359628 0 0 0 RAHIM BATTEN ASSOC DIRECTOR OF ADMISSIONS 167559 0 83712 0 2815 0 12088 0 55015 0 321189 0 0 0 PRENTICE STABLER HEAD OF SCHOOL (AS OF 07/22) 192352 0 41311 0 126 0 10726 0 24822 0 269337 0 0 0 NOWELL HESSE HEAD OF HIGH SCHOOL 170275 0 2601 0 228 0 12825 0 53213 0 239142 0 0 0 JASON HIETT DIRECTOR OF TECHNOLOGY 131161 0 56946 0 173 0 5552 0 41093 0 234925 0 0 0 JAMES BEDELL DIRECTOR OF ADVANCEMENT 152719 0 3145 0 199 0 11188 0 56491 0 223742 0 0 0 ELIZABETH POLLARD CFO (AS OF 07/22) 126923 0 25108 0 105 0 8562 0 5206 0 165904 0 0 0 PART I, LINE 1A DAVID BRAEMAR RECEIVED NONTAXABLE HOUSING BENEFITS OF $60,000 FOR ON CAMPUS HOUSING WHERE HE IS REQUIRED TO LIVE AS A CONDITION OF HIS EMPLOYMENT FOR THE CONVENIENCE OF THE SCHOOL. THESE AMOUNTS ARE INCLUDED IN PART II, COLUMN (D). DAVID BRAEMER AND PRENTICE STABLER BOTH RECEIVE A GROSS-UP PAYMENT FOR THE OTHER 50% TUITION REMISSION FOR THEIR CHILDREN. A HEALTH AND ED FAC BD OF THE METROPOLITAN GOV'T OF NASHVILLE & DAVIDSON CO 626139016 2020-01-24 42520000 TO REFUND SERIES 2016 BONDS AND FINANCE BUILDING PROJECTS 0 0 0 A 3332197 42520000 306331 12501051 23113669 6598949 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 1 X 22 120335 FMV X AUCTION ITEMS 249 312454 FMV 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: ENSWORTH SCHOOL USES EITHER CHARLES SCHWAB OR GOLDMAN SACHS FOR SALE OF STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B CERTAIN EMPLOYEES OF THE SCHOOL, INCLUDING THE DIRECTOR OF FINANCE, REVIEW THE FORM 990 PRIOR TO FILING TO VERIFY ALL INFORMATION CONTAINED THEREIN IS COMPLETE AND ACCURATE. A COPY OF FORM 990 IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS AND SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY. WHEN A CONFLICT OF INTEREST ARISES, THE TRUSTEE IS REQUIRED BOTH TO DISCLOSE FULLY THE CIRCUMSTANCES OF THE CONFLICT TO THE GOVERNANCE COMMITTEE AND TO ABSTAIN FROM PARTICIPATION OR DECISION-MAKING IN CONNECTION WITH ANY TRANSACTION GIVING RISE OR OTHERWISE RELATING TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED BY REVIEW OF RELEVANT INFORMATION BY A COMMITTEE OF THE BOARD OF TRUSTEES. THE OFFICER'S SALARY, AND CHANGES, INCLUDING ANNUAL INCREASES, ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 SELECTED FINANCIAL INFORMATION IS AVAILABLE ON ORGANIZATION'S WEBSITE AND OTHER NON-PROFIT WEBSITES. ALL REQUIRED INFORMATION IS AVAILABLE UPON REQUEST.