2024-05-09T12:35:08-05:00 2023-06-30 571157523 APRIO LLP 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990 2022-07-01 580940220 THE WALKER SCHOOL INC WALK 7704272689 700 COBB PARKWAY NORTH MARIETTA GA 30062 CARL CARLSON HEAD OF SCHOOL 7704272689 2024-04-25 1 CARL CARLSON 999009999 1 STACY CULLEN P00974308 4048929651 2024-04-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARL CARLSON 700 COBB PARKWAY NORTH MARIETTA GA 30062 31073019 1 1 0001 X WWW.THEWALKERSCHOOL.ORG X 1957 GA PROVIDE EDUCATIONAL SERVICES FOR STUDENTS FROM PRESCHOOL THROUGH TWELFTH GRADE. 14 14 368 214 0 0 3133900 678030 24032063 25586388 1290474 1249147 57963 83274 28514400 27596839 2629925 2735617 0 0 15152508 15708574 0 0 505372 8661662 9190781 26444095 27634972 2070305 -38133 76263146 74416903 37293709 33547788 38969437 40869115 TO PROVIDE COLLEGE PREPARATORY EDUCATION SERVICES FOR STUDENTS IN PRESCHOOL THROUGH TWELFTH GRADE. 0 0 21048337 2735617 25586388 THE WALKER SCHOOL IS A PRIVATE INSTITUTION WHICH PROVIDES EDUCATIONAL SERVICES FOR STUDENTS FROM PRESCHOOL THROUGH TWELFTH GRADE. 21048337 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 368 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 GA X THE ORGANIZATION 7704272689 700 COBB PARKWAY NORTH MARIETTA GA 30062 X CAROLYNN PUFFE BOARD CHAIR 2.00 X X 0 0 0 SEAN FALLMAN BOARD VICE CHAIR 1.00 X X 0 0 0 PAM ROPER SECRETARY 1.00 X X 0 0 0 SCOTT GREGORY TREASURER 1.00 X X 0 0 0 JAMES BROCK TRUSTEE 1.00 X 0 0 0 ALAN ZUCKERMAN TRUSTEE 1.00 X 0 0 0 MINDY BAKER TRUSTEE 1.00 X 0 0 0 JILL NILAND TRUSTEE 1.00 X 0 0 0 CARON CONE TRUSTEE 1.00 X 0 0 0 GLENN SHAW TRUSTEE 1.00 X 0 0 0 JAMES EUBANKS TRUSTEE 1.00 X 0 0 0 SHIRLEY POWELL TRUSTEE 1.00 X 0 0 0 THOMAS WARREN TRUSTEE 1.00 X 0 0 0 DR GUARAV PATEL TRUSTEE 1.00 X 0 0 0 CARL CARLSON HEAD OF SCHOOL 50.00 X 171089 0 23312 CHRISTIE HOLMAN ASST HEAD OF SCHOOL 50.00 X 174092 0 41167 MICHAEL ARJONA ASST HEAD OF SCHOOL 50.00 X 173039 0 33037 MARSHALL HOLIFIELD DIRECTOR OF COMMUNITY LIFE 40.00 X 113506 0 14093 JACK HALL FORMER HEAD OF SCHOOL 40.00 X 312184 0 22922 943910 0 134531 5 1 1 0 HODGES & HICKS GENERAL CONTRACTORS LLC 1085 OLD ROSWELL RD ROSWELL GA 30076 CONSTRUCTION CONTRACTOR 2122475 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 979955 CORE FACILITY SERVICES 919 TRAILSIDE LANE MARIETTA GA 30064 OPEARTION & MAINTENANCE 213533 ENCORE TECHNOLOGY GROUP LLC 141 GRACE DRIVE EASLEY SC 29640 TECHNOLOGY CONSULTANTS 150903 PRECISION TURF 3276 BUFORD DRIVE SUITE 104 351 BUFORD GA 30519 CONSTRUCTION CONTRACTOR 123499 5 678030 678030 TUITION AND FEES 611600 24261066 24261066 AUXILIARY ACTIVITIES 611600 1325322 1325322 25586388 990569 990569 3699535 3440957 258578 258578 258578 118497 35223 83274 83274 27596839 25586388 0 1332421 2735617 2735617 455273 377877 70112 7284 11988434 9952402 1849754 186278 585232 480218 95288 9726 1784869 1348835 410720 25314 894766 744784 135103 14879 27866 27866 46800 46800 141419 141419 1479807 1479807 963105 963105 1705066 1534559 153456 17051 INSTITUTIONAL SUPPORT 2313850 465667 1603343 244840 OTHER PROGRAM EXPENSE 1785029 1721545 63484 INSTRUCTIONAL EXPENSE 683475 679364 4111 ACADEMIC SUPPORT 44364 44364 27634972 21048337 6081263 505372 10591219 10088825 402713 305022 377320 363235 66235352 27742114 39625747 38493238 24748972 23869544 517175 1297039 76263146 74416903 1742051 1610719 10654918 11463554 24834292 20469159 62448 4356 37293709 33547788 X 36841378 38833973 2128059 2035142 38969437 40869115 76263146 74416903 X -38133 1168902 768909 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2214312 62025 178189 65087 2389439 2498137 -220825 63000 2214312 1981451 100000 477536 60850 2498137 1952441 73195 44185 1981451 1886901 123640 58100 1952441 0 0 10056012 10056012 42142323 18264450 23877873 9512202 5966663 3545539 3153003 2866384 286619 1371812 644617 727195 38493238 X 25888705 1168902 1168902 24719803 141419 2735617 2877036 27596839 24757936 0 24757936 141419 2735617 2877036 27634972 PART V, LINE 4: THE ENDOWMENT WAS ESTABLISHED TO HELP PROVIDE NEED-BASED SCHOLARSHIP ASSISTANCE TO MINORITY STUDENTS. PART X, LINE 2: THE SCHOOL QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS UP TO AND INCLUDING 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIALS PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIALS 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY DISCLOSED ON THE SCHOOL'S WEBSITE AND IN THE STUDENT HANDBOOK. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, INVESTMENTS 1484101 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM INVESTMENTS 1800351 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 54255 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 85507 0 0 0 0 0 0 3424214 0 3424214 0 0 0 0 0 0 PART III ACCOUNTING METHOD: ONLINE AUCTION 44170 44170 6324 GOLF AND TENNIS TOURNAMENT 40477 40477 7496 2 33850 33850 21403 118497 118497 35223 35223 83274 1 FINANCIAL AID/SCHOLARSHIPS 266 2735617 ACTUAL VALUE PART I, LINE 2: FINANCIAL AID IS PROVIDED TO STUDENTS AT THE WALKER SCHOOL. THE WALKER SCHOOL STAFF APPLIES THE FINANCIAL AID TO THE APPROPRIATE STUDENT ACCOUNTS ENSURING THE FINAICAL AID IS USED FOR ITS INTENDED PURPOSE. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JACK HALL FORMER HEAD OF SCHOOL 312184 0 0 0 0 0 7125 0 15797 0 335106 0 0 0 CHRISTIE HOLMAN ASST HEAD OF SCHOOL 149092 0 25000 0 0 0 9543 0 31624 0 215259 0 0 0 MICHAEL ARJONA ASST HEAD OF SCHOOL 148039 0 25000 0 0 0 8772 0 24265 0 206076 0 0 0 CARL CARLSON HEAD OF SCHOOL 143089 0 0 0 28000 0 8925 0 14387 0 194401 0 0 0 PART I, LINE 1A ORGANIZATION PROVIDES AUTO AND HOUSING TO HEAD OF SCHOOL. A DEVELOPMENT AUTHORITY OF THE CITY OF MARIETTA 581871019 2017-03-08 28000000 REFUNDING BONDS ISSUED 06/08/1999 & 12/27/2001 CONTRACT BUILDING & STRUCTURE 0 0 0 A 28000000 196750 11803250 16000000 0 1 1 1 A 0 0 0 0 1 0 0 A 0 0 0 1 1 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: DEVELOPMENT AUTHORITY OF THE CITY OF MARIETTA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/08/2018 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO ALL OF THE MEMBERS OF THE BOARD WHO EACH INDIVIDUALLY REVIEW THE RETURN PRIOR TO SIGNING THE FORM 990 TAX RETURN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USES BUDGETARY INFORMATION AND INDUSTRY STANDARDS TO DETERMINE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INTEREST RATE SWAP 768,909. PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ANY PROCESSES FROM THE PRIOR YEAR.