2024-03-11T10:26:08-05:00 2023-06-30 550526247 KOZICKI HUGHES TICKERHOOF PLLC 32 TWENTIETH STREET SUITE 300 WHEELING WV 26003 990 2022-07-01 550357035 THE LINSLY SCHOOL INCORPORATED LINS 3042333260 60 KNOX LANE WHEELING WV 260036430 GREG MARTIN DIRECTOR OF OPERATIONS 3042333260 2024-03-05 GREG MARTIN 999009999 1 NANCY HUGHES CPA P01447261 3042322280 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG MARTIN 60 KNOX LANE WHEELING WV 26003 26308404 0 X WWW.LINSLY.ORG X 1814 WV The School is committed to a rigourous college preparatory program, providing opportunities in academics, athletics, and extracurricular activities. 18 18 157 0 0 0 1490534 6141985 11769277 12550131 1614609 537046 277305 246042 15151725 19475204 5256900 5669670 0 0 5463381 5812332 0 33300 554579 4750839 5303076 15471120 16818378 -319395 2656826 48098120 54640855 7991860 7424162 40106260 47216693 X THE LINSLY SCHOOL IS A PRIVATE, INDEPENDENT DAY AND BOARDING SCHOOL FOR STUDENTS IN GRADES 5 THROUGH 12. THE COLLEGE PREPARATORY CRRICULUM THAT COMBINES THE TRADITIONAL VALUES OF HARD WORK, RESPECT, HONOR, HONESTY, AND SELF DISCIPLINE WITHIN A CHALLENGING ACADEMIC PROGRAM DESIGNED TO UNLOCK THE POTENTIAL OF EACH STUDENT. 0 0 10667494 5669670 12285170 THE SCHOOL COLLECTS TUITION, ROOM, BOARD, AND OTHER FEES AND PROVIDES FINANCIAL ASSISTANCE TO FAMILIES IN NEED THROUGH FINANCIAL AID. EXPENSES DIRECTLY RELATED TO THE EDUCATIONAL PROGRAM ARE SALARIES, TAXES AND BENEFITS. 1047705 414953 THE SCHOOL BELIEVES THAT AN EDUCATION INCLUDES MUCH MORE THAN SCHOOL WORK AND OFFERS EXTRA CURRICULAR ACTIVITIES TO ALL STUDENTS. 2295693 38828 THE SCHOOL'S CAMPUS CONSISTS OF MULTIPLE BUILDINGS, ATHLETIC FIELDS AND HOUSING THAT SUPPORT THE SCHOOL'S MISSION. 14010892 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 157 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 X X THE LINSLY SCHOOL CO GREG MARTIN 3042333260 KNOX LANE WHEELING WV 26003 X KATE BLEMICH TRUSTEE 2.00 X 0 0 0 JOHN BAILEY II TRUSTEE 2.00 X 0 0 0 HARLEY CARROLL TRUSTEE 2.00 X 0 0 0 KERMIT COOK TRUSTEE 2.00 X 0 0 0 WILLIAM GUMMER TRUSTEE 2.00 X 0 0 0 KRISTINE MOLNAR TRUSTEE 2.00 X 0 0 0 LEE PAULL TRUSTEE 2.00 X 0 0 0 ELIZABETH POGGI TRUSTEE 2.00 X 0 0 0 DAVID SIMMONS TRUSTEE 2.00 X 0 0 0 ROBERT SINKOVICH TRUSTEE 2.00 X 0 0 0 JAMES SQUIBB TRUSTEE 2.00 X 0 0 0 SUZANNE GAISER TRUSTEE 2.00 X 0 0 0 MICHAEL PURPURA TRUSTEE 2.00 X 0 0 0 SHAWN TURAK TRUSTEE 2.00 X 0 0 0 JOHN HOLLOWAY MD CHAIRMEN 5.00 X 0 0 0 GARY GLESSNER CPA VICE CHAIRMEN 2.00 X 0 0 0 ANDREW ROCK TREASURER 2.00 X 0 0 0 CHERYL RILEY SECRETARY 2.00 X 0 0 0 JUSTIN ZIMMERMAN HEAD OF SCHOOL 60.00 X 230610 0 34281 230610 0 34281 1 0 1 0 ALADDIN FOODS 2400 ANSYS DRIVE 404 CANONSBURG WV 15317 CAFETERIA SERVICE 948025 1 111164 6030821 35401 6141985 TUITION 611710 9089695 9089695 ROOM AND BOARD 611710 2515050 2515050 FEES 611710 287604 287604 LATE FEE CHARGES 611710 22049 0 22049 635733 635733 12550131 777931 777931 38828 0 38828 38828 38828 6532892 6773777 -240885 -240885 -240885 157076 59423 97653 97653 MISCELLANEOUS 611710 109561 66576 42985 109561 19475204 12633486 0 699733 5669670 5669670 4683848 3458440 905414 319994 209342 131610 59010 18722 617469 494257 74270 48942 301673 223395 59113 19165 29815 29815 33300 33300 246890 246890 76209 76209 47128 47128 146466 146466 794262 794262 18682 17019 1663 175960 175960 635654 632160 3494 140589 140589 AUXILIARY 1455739 1455739 TUITION REMISSION 722190 558890 121420 41880 EDUCATION AND GENERAL 451880 451880 OTHER ADMINIDSTRATIVE 209257 138344 70913 152355 152355 16818378 14010892 2252907 554579 121145 167942 165166 131938 476539 3622726 155912 682209 27195 45564 182912 173656 25619589 11576414 14429415 14043175 32395316 34513081 144520 1257098 3466 48098120 54640855 556258 604469 977573 1094011 2906161 2549259 2629693 2287427 922175 888996 7991860 7424162 X 18646364 18972295 21459896 28244398 40106260 47216693 48098120 54640855 2656826 3881665 571942 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 25771061 2372280 3422982 -2709552 28856771 30556779 951902 -4563980 1173640 25771061 25076832 890158 6132169 1542380 30556779 25177626 886142 987036 1973972 25076832 24700169 1246365 1338094 2107001 25177627 0 0 1124426 1124426 21056531 9795372 11261159 1005623 378461 627162 2060586 1402581 658005 372423 372423 14043175 DEFERRED RENTAL INCOME 883346 DEFERRED EVENT REVENUE 5650 888996 17440309 3881665 -5916560 -2034895 19475204 0 19475204 10901818 -5916560 -5916560 16818378 0 16818378 Part III, Line 1a: The School has adopted the policy of not capitalizing any collection items received or obtained for use in the Linsly Museum. No assets are recognized from the acquisition of collection items, which include uniforms, books, and other memorabilia. Generally, all additions to the Linsly Museum are obtained through donations and have no financial significance in relation to the operations of the School. Collection items are included in both in-kind contributions and in-kind goods and services reflected in the Statements of Activities. Part XI, Line 2d - Other Adjustments: INVESTMENT FEES NETTED AGAINST INVESTMENT INCOME -246,890. FINANCIAL AID NETTED AGAINST TUITION INCOME -5,669,670. Part XII, Line 2d - Other Adjustments: INVESTMENT FEES NETTED AGAINST INVESTMENT INCOME -246,890. FINANCIAL AID NETTED AGAINST TUITION INCOME -5,669,670. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 THE LOCAL NEWSPAPERS AND NATIONAL MAGAZINE ADS INCLUDE STANDARD NONDISCRIMITORY DESCRIPTIONS Schedule E, Part I, Line 6 THE SCHOOL RECEIVED $612,245 FROM THE IRS FOR THE ERC. THIS IS THE BASIS FOR THE PPA. $555,126 FOR JUNE 30, 2021 PAYROLL AND $57,119 IN INTEREST. THE INTEREST WAS ALLOCATED AS FOLLOWS: $16,816 JUNE 30, 2022; $36,094 JUNE 30, 2023; $4,209 JUNE 30, 2024. X X X X X 1 BOB CARTER COMPANIES 2145 14th AVENUE SUITE 26 VERO BEACH FL 32960 PAID CONSULTANT 0 0 33300 -33300 33300 -33300 GOLF OUTING 76125 76125 15227 SPRING SOIREE 63105 63105 16101 2 17846 17846 28095 157076 157076 59423 59423 97653 0 FINANCIAL AID FOR STUDENTS ATTENDING THE SCHOOL FMV TUITION, ROOM, BOARD X 0 0 X X X X 0 0 0 0 0 0 0 0 0 JUSTIN ZIMMERMAN HEAD OF SCHOOL 230610 0 0 0 0 0 20755 0 13526 0 264891 0 0 0 A THE OHIO COUNTY COMMISSION (UNITED BANK) 556009203 2012-10-31 6000000 CONSTRUCTION, RENOVATIONS, REPAIRS, TECHNOLOGY UPDATE 0 0 0 A 4500000 59395 4440605 2014 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 PAULL ASSOCIATES ENTITY OWNED BY TRUSTEE, LEE C PAULL IV 40878 INSURANCE 0 BEYOND MARKETING ENTITY OWNED BY TRUSTEE, JIM SQUIBB 7150 MARKETING AND PROMOTION 0 X JOHN DEER 1 19573 X ANTIQUE MUSIC BOX 1 10000 X FEE WAVED FOR TOL 1 3388 X SOCCER BANQUET 1 2440 0 0 0 Form 990, Part VI, Section B, line 11b THE RETURN IS REVIEWED BY THE SCHOOL'S CONTROLLER AND BUSINESS MANAGER PRIOR TO BEING FILED. INTERESTED TRUSTEES ARE PROVIDED A COPY OF THE 990 FOR REVIEW. Form 990, Part VI, Section B, line 12c ANNUAL CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FOR ALL TRUSTEES. Form 990, Part VI, Section B, line 15a PERIODIC REVIEWS OF COMPENSATION AND BENEFITS ARE COMPLETED BY A SPECIAL COMMITTEE Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, POLICIES AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON REQUEST