STONELEIGH-BURNHAM SCHOOL: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: STONELEIGH-BURNHAM SCHOOL (EIN 04-2163044)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-10
IRS object ID: 202411319349303701
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-10T13:20:31-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	060903326	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WHITTLESEY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 BOBALA RD	AddressLine1Txt
City	HOLYOKE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01040	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042163044	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STONELEIGH-BURNHAM SCHOOL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STON	BusinessNameControlTxt
Phone	4137742711	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	574 BERNARDSTON ROAD	AddressLine1Txt
City	GREENFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01301	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANNETTE CAZENAVE	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	4137742711	PhoneNum
Signature	2024-05-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANNETTE	PersonFirstNm
Person Last	CAZENAVE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	THOMAS DOWLING	PreparerPersonNm
PTIN	P01232667	PTIN
Phone	4135363970	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANNETTE CAZENAVE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	574 BERNARDSTON ROAD	AddressLine1Txt
City	GREENFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01301	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$8,023,970	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	SBSCHOOL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1869	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	ACADEMIC COMMUNITY THAT INSPIRES GIRLS TO PURSUE MEANINGFUL LIVES BASED ON HONOR AND RESPECT.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	172	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,949,259	PYContributionsGrantsAmt
CY Contributions Grants	$1,385,170	CYContributionsGrantsAmt
PY Program Service Revenue	$5,113,923	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,165,873	CYProgramServiceRevenueAmt
PY Investment Income	$103,797	PYInvestmentIncomeAmt
CY Investment Income	$20,991	CYInvestmentIncomeAmt
PY Other Revenue	$72,664	PYOtherRevenueAmt
CY Other Revenue	$1,451,936	CYOtherRevenueAmt
PY Total Revenue	$7,239,643	PYTotalRevenueAmt
CY Total Revenue	$8,023,970	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,510,409	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,414,813	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,501,450	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,895,877	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,068,027	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,345,229	PYOtherExpensesAmt
CY Other Expenses	$2,950,110	CYOtherExpensesAmt
PY Total Expenses	$8,357,088	PYTotalExpensesAmt
CY Total Expenses	$9,260,800	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,117,445	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,236,830	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,586,592	TotalAssetsBOYAmt
Total Assets EOY	$8,106,734	TotalAssetsEOYAmt
Total Liabilities BOY	$4,098,595	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,803,371	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,487,997	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,303,363	NetAssetsOrFundBalancesEOYAmt
Mission	STONELEIGH-BURNHAM SCHOOL IS AN ACADEMIC COMMUNITY THAT FOSTERS AN INTERNATIONAL PERSPECTIVE. WE INSPIRE GIRLS TO PURSUE MEANINGFUL LIVES BASED ON HONOR, RESPECT AND INTELLECTUAL CURIOSITY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,462,768	ExpenseAmt
Grant	$1,414,813	GrantAmt
Revenue	$6,617,809	RevenueAmt
Desc	STONELEIGH-BURNHAM SCHOOL IS AN ACADEMIC COMMUNITY THAT FOSTERS AN INTERNATIONAL PERSPECTIVE. STONELEIGH-BURNHAM SCHOOL OFFERS THE INTERNATIONAL BACCALAUREATE (IB) DIPLOMA. IN ADDITION, STONELEIGH-BURNHAM HAS AN EQUESTRIAN PROGRAM OFFERING THE BRITISH HORSE SOCIETY (BHS) CERTIFICATION. EACH STUDENT IS CHALLENGED TO DISCOVER HER BEST SELF AND GRADUATE WITH CONFIDENCE TO THINK INDEPENDENTLY AND ACT ETHICALLY, SECURE IN THE KNOWLEDGE THAT HER VOICE WILL BE HEARD.	Desc
Total Program Service Expenses	$6,462,768	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	17	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	172	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4137742711	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	574 BERNARDSTON ROAD	AddressLine1Txt
City	GREENFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01301	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
SUSANNAH WELLS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
SHARON LEWIS GAFFEY
TRUSTEE	1.00	Yes (X)	$0	$0	$0
GRAYDON VIGNEAU JR
TRUSTEE	1.00	Yes (X)	$0	$0	$0
LESLIE POWERS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
LAURA B RICHARDS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JUNE COOLIDGE SCOTT
TRUSTEE	1.00	Yes (X)	$0	$0	$0
KATE STROUSSE
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JOYHDAE ALBERT
TRUSTEE	1.00	Yes (X)	$0	$0	$0
DR MARY MALONEY
CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
DR DENISE BRUNER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
DARCY TARBELL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
STEPHANIE KROFT
TRUSTEE	1.00	Yes (X)	$0	$0	$0
BARBARA MAYO LLEWELLYN
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
ANNETTE CAZENAVE
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
ANNE QUANTRELL DENNEN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ALLISON PORTER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
BRUCE WILLIAM SCOTT
TRUSTEE	1.00	Yes (X)	$0	$0	$0
STEPHANIE LUEBBERS
HEAD OF SCHOOL (FORMER)	40.00		$193,562	$0	$16,250	Yes (X)
LAURIE LAMBERT
HEAD OF SCHOOL	40.00		$0	$0	$0	Yes (X)
BRYANT MORGAN
DIRECTOR OF FINANCE (FORME	40.00		$123,840	$0	$3,688		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$317,402	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$19,938	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,385,170	AllOtherContributionsAmt
Total Contributions	$1,385,170	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION,ROOM & BOARD	900099	$4,342,175	$4,342,175
RIDING PROGRAM	611710	$333,669	$333,669
SUMMER PROGRAM	611710	$266,009	$266,009
FEES & SERVICES	611710	$224,020	$224,020

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,165,873	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,991	TotalRevenueColumnAmt
Exclusion	$20,991	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,451,936	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,451,936	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,451,936	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,023,970	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,617,809	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$20,991	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,414,813	TotalAmt
Program Services	$1,414,813	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$346,287	TotalAmt
Management And General	$324,772	ManagementAndGeneralAmt
Fundraising	$21,515	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,763,441	TotalAmt
Program Services	$2,765,825	ProgramServicesAmt
Management And General	$421,425	ManagementAndGeneralAmt
Fundraising	$576,191	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$139,585	TotalAmt
Program Services	$93,940	ProgramServicesAmt
Management And General	$25,344	ManagementAndGeneralAmt
Fundraising	$20,301	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$305,920	TotalAmt
Program Services	$205,883	ProgramServicesAmt
Management And General	$55,545	ManagementAndGeneralAmt
Fundraising	$44,492	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$340,644	TotalAmt
Program Services	$229,252	ProgramServicesAmt
Management And General	$61,850	ManagementAndGeneralAmt
Fundraising	$49,542	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$9,779	TotalAmt
Management And General	$9,779	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$24,000	TotalAmt
Management And General	$24,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$379,029	TotalAmt
Program Services	$45,936	ProgramServicesAmt
Management And General	$193,511	ManagementAndGeneralAmt
Fundraising	$139,582	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$85,395	TotalAmt
Program Services	$11,449	ProgramServicesAmt
Fundraising	$73,946	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,777	TotalAmt
Program Services	$4,777	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$129,244	TotalAmt
Program Services	$49,249	ProgramServicesAmt
Management And General	$79,045	ManagementAndGeneralAmt
Fundraising	$950	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$561,606	TotalAmt
Program Services	$476,556	ProgramServicesAmt
Management And General	$56,915	ManagementAndGeneralAmt
Fundraising	$28,135	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$63,158	TotalAmt
Program Services	$10,414	ProgramServicesAmt
Management And General	$1,032	ManagementAndGeneralAmt
Fundraising	$51,712	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$131,747	TotalAmt
Management And General	$131,747	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$355,819	TotalAmt
Program Services	$301,934	ProgramServicesAmt
Management And General	$36,060	ManagementAndGeneralAmt
Fundraising	$17,825	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$155,207	TotalAmt
Management And General	$155,207	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
RIDING	$291,008	$291,008
FOOD SERVICES	$252,959	$252,959
SUMMER PROGRAMS	$231,144	$231,144
BAD DEBT EXPENSE	$97,995		$97,995

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$177,243	TotalAmt
Program Services	$77,629	ProgramServicesAmt
Management And General	$55,778	ManagementAndGeneralAmt
Fundraising	$43,836	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,260,800	TotalAmt
Program Services	$6,462,768	ProgramServicesAmt
Management And General	$1,730,005	ManagementAndGeneralAmt
Fundraising	$1,068,027	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$4,569	BOYAmt
EOY	$3,724	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,093,382	BOYAmt
EOY	$713,081	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$370,290	BOYAmt
EOY	$566,493	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,642	BOYAmt
EOY	$8,068	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$34,674	BOYAmt
EOY	$33,691	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$149,463	BOYAmt
EOY	$115,651	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,002,756	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$9,938,585	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,186,600	BOYAmt
EOY	$4,064,171	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,736,972	BOYAmt
EOY	$2,601,855	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,586,592	BOYAmt
EOY	$8,106,734	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$470,200	BOYAmt
EOY	$396,289	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,002,590	BOYAmt
EOY	$3,306,483	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,625,805	BOYAmt
EOY	$1,100,599	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,098,595	BOYAmt
EOY	$4,803,371	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,153,851	BOYAmt
EOY	$644,336	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,334,146	BOYAmt
EOY	$2,659,027	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,487,997	BOYAmt
EOY	$3,303,363	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,586,592	BOYAmt
EOY	$8,106,734	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,236,830	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$52,196	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,736,972	BeginningYearBalanceAmt
Contributions	$208,304	ContributionsAmt
Investment Earnings Or Losses	$73,187	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$208,304	GrantsOrScholarshipsAmt
End Year Balance	$2,810,159	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,375,939	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$415,052	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$220,881	GrantsOrScholarshipsAmt
Other Expenditures	$3,034	OtherExpendituresAmt
End Year Balance	$2,736,972	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,968,939	BeginningYearBalanceAmt
Contributions	$22,374	ContributionsAmt
Investment Earnings Or Losses	$560,491	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$175,865	GrantsOrScholarshipsAmt
End Year Balance	$3,375,939	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,938,925	BeginningYearBalanceAmt
Contributions	$69,510	ContributionsAmt
Investment Earnings Or Losses	$110,004	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$149,500	GrantsOrScholarshipsAmt
End Year Balance	$2,968,939	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,314,927	BeginningYearBalanceAmt
Contributions	$640,391	ContributionsAmt
Investment Earnings Or Losses	$149,315	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$165,708	GrantsOrScholarshipsAmt
End Year Balance	$2,938,925	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$138,243	OtherCostOrOtherBasisAmt
Book Value	$138,243	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,433,550	OtherCostOrOtherBasisAmt
Depreciation	$7,433,119	DepreciationAmt
Book Value	$3,000,431	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,910,293	OtherCostOrOtherBasisAmt
Depreciation	$1,640,624	DepreciationAmt
Book Value	$269,669	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,520,670	OtherCostOrOtherBasisAmt
Depreciation	$864,842	DepreciationAmt
Book Value	$655,828	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,064,171	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ADVANCE TUITION DEPOSITS	Desc
Amt	$1,100,599	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,100,599	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$6,661,353	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$52,196	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$52,196	RevenueNotReportedAmt
Revenue Subtotal	$6,609,157	RevenueSubtotalAmt
Other Revenues Not Included	$1,414,813	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,414,813	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$8,023,970	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$7,845,987	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$7,845,987	ExpensesSubtotalAmt
Other Expenses Not Included	$1,414,813	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$1,414,813	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$9,260,800	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS STONELEIGH-BURNHAM SCHOOL USES THE ENDOWMENT FUNDS TO SUPPORT THE GENERAL OPERATIONS OF THE SCHOOL.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	SCHOLARSHIPS AND TUITION REMISSION 1,414,813.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	SCHOLARSHIPS AND TUITION REMISSION 1,414,813.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	0	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE E, PART I, LINE 3	FormAndLineReferenceDesc
Explanation	THE SCHOOL DISPLAYS ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS PUBLICLY ACCESSIBLE WEBSITE.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS FOR ATTENDING STONELEIGH-BURNHAM	GrantTypeTxt
Recipient	68	RecipientCnt
Cash Grant	$1,414,813	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE I, PAGE 1, PART 1, QUESTION 2	FormAndLineReferenceDesc
Explanation	PROCESS FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES STONELEIGH-BURNHAM SCHOOL AWARDS SCHOLARSHIPS TO QUALIFYING STUDENTS AS A REDUCTION OF THEIR TUITION. THE SCHOOL CLOSELY MONITORS THE PROGRESS OF THE STUDENTS AND TRACKS MONTHLY THE PAYMENTS MADE TOWARD THEIR OUTSTANDING ACCOUNT BALANCE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	STEPHANIE LUEBBERS	PersonNm
Title	HEAD OF SCHOOL (FORMER)	TitleTxt
Base Compensation Filing Org	$193,562	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$16,250	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$209,812	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	RESIDENCE FOR PERSONAL USE STEPHANIE LUEBBERS, HEAD OF SCHOOL, WAS PROVIDED A RESIDENCE FOR PERSONAL USE. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	PROCESS TO REVIEW FORM 990 THE FORM 990 IS PRESENTED TO AND REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C	PROCESS FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ON-GOING BASIS THROUGHOUT THE YEAR. EACH POTENTIAL CONFLICT OF INTEREST IS REPORTED TO THE BOARD OF TRUSTEES AND THE BOARD DETERMINES HOW TO PROCEED. EACH MEMBER OF THE BOARD OF TRUSTEES AND EACH COMMITTEE MEMBER WHO IS NOT A TRUSTEE ANNUALLY RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY FOR SIGNATURE AND RETURNS A SIGNED COPY TO THE CHAIR BEFORE THE CONCLUSION OF THE BOARD MEETING HELD IMMEDIATELY FOLLOWING DISTRIBUTION OF THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15A	PROCESS FOR DETERMINING COMPENSATION OF THE HEAD OF SCHOOL THE EXECUTIVE COMMITTEE DRAFTS THE CONTRACT AND COUNSEL REVIEWS IT. THE CONTRACT IS THEN SIGNED BY THE CHAIR OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	DISCLOSURE OF GOVERNING DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF THE INTERESTED PARTY.