2025-05-13T10:56:51-05:00 2024-06-30 204193611 Batts Morrison Wales & Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990 2023-07-01 593195482 The Geneva School Inc GENE 3214220202 1775 Seminola Blvd Casselberry FL 32707 Gordon Cloke President 3214220202 2025-05-05 1 1 Michele M Wales CPA P00428093 4077706000 2025-05-05 2023 2025-03-06 01:10:19Z Gordon Cloke 1775 Seminola Blvd Casselberry FL 32707 14988241 0 X www.genevaschool.org X 1994 FL To inspire students to love beauty, think deeply, and pursue Christ's calling. 15 11 218 750 0 0 1318449 1604603 11619326 12228815 58599 148633 355338 848639 13351712 14830690 0 0 0 0 8819570 9349885 0 0 428226 4741705 5694262 13561275 15044147 -209563 -213457 60851989 54144905 22789860 16475862 38062129 37669043 To inspire students to love beauty, think deeply, and pursue Christ's calling. 0 0 13351573 12228815 The Organization educates over 700 K4 through 12th grade students. Revenue is generated through tuition, fees, and donations. 13351573 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 84 0 1 218 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 11 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X Heidi Bruno 3214220229 1775 Seminola Blvd Casselberry FL 32707 Elise Maynard Corporation Sec /Treasurer 0.25 0.00 X X 0 0 0 Gordon Cloke Corp President / Gov VP 0.25 0.00 X X 0 0 0 James Bruce Secretary/Treasurer 0.25 0.00 X X 0 0 0 John Riley Gov President / Chairman 0.25 0.00 X X 0 0 0 Stan Kinnett Corporation VP 0.25 0.00 X X 0 0 0 Bob Ingram Director 0.25 0.00 X 0 0 0 Brian Smith Director 0.25 0.00 X 0 0 0 Christine Johnson Director 0.25 0.00 X 0 0 0 David Robbins Director 0.25 0.00 X 0 0 0 Dayle Seneff Director 0.25 0.00 X 0 0 0 Jason Mages Director (Beg 01/24) 0.25 0.00 X 0 0 0 John Classe Director 0.25 0.00 X 0 0 0 Larry Zirbel Director (End 12/23) 0.25 0.00 X 0 0 0 Lotsie Pappas Director (Beg 01/24) 0.25 0.00 X 0 0 0 Mike Aitcheson Director 0.25 0.00 X 0 0 0 Sona Jho Director 0.25 0.00 X 0 0 0 Brad Ryden Head of School 40.00 0.00 X 242282 0 30568 Peter VandeBrake Dean of Students 40.00 0.00 X 116824 0 25247 Heidi Bruno Chief Financial Officer 40.00 0.00 X 103909 0 11934 Robert Shelton Director of Student Life 40.00 0.00 X 133502 0 18550 Russell Kapusinski Assistant Head of School 40.00 0.00 X 105238 0 15544 701755 0 101843 5 0 1 0 Clancy & Theys Construction Company 1401 Beulah Rd Ste 124 Winter Garden FL 34787 Construction Services 2659038 Central FL Commercial Cleaning 239 Hunt Club Blvd Ste 205 Longwood FL 32779 Janitorial Services 272379 Bliss Products & Services Inc 6831 S Sweetwater Rd Lithia Springs GA 30122 Playground Installation 156072 Cepra Landscape PO Box 865 Oakland FL 34760 Landscape Maintenance 137479 4 416106 1188497 1604603 Tuition and fees 611110 11252507 11252507 Academic and auxiliary activities 611110 976308 976308 12228815 148633 148633 42480 4150 38330 38330 38330 536378 416106 153401 382977 382977 ERC 900099 427332 427332 427332 14830690 12228815 0 997272 554268 379456 160842 13970 318194 227173 9924 81097 7045810 6238626 624684 182500 79243 70165 7026 2052 783367 693623 69454 20290 569003 503817 50448 14738 8445 8445 52597 52597 39196 39196 4478 4030 448 404976 209034 89586 106356 1190264 1170280 17761 2223 797697 746914 48844 1939 1440109 1415935 21488 2686 206605 203229 3001 375 Athletic Program 930720 930720 Educational Supplies 355223 355223 Miscellaneous 130117 88586 41531 Special Programs 114762 114762 19073 19073 15044147 13351573 1264348 428226 845072 890616 7341389 3694832 2196691 314688 75987 291669 1949 162 1577 1577 194713 153827 53890985 5402390 49707103 48488595 487508 308939 60851989 54144905 1663773 600818 3704002 3097158 17422085 12777886 22789860 16475862 X 32166950 37298019 5895179 371024 38062129 37669043 60851989 54144905 X -213457 -179629 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6268 6268 6268 6268 6268 6268 6268 6268 6268 6268 0.00000 1.00000 0.00000 0 0 8608697 8608697 43020241 4111879 38908362 2262047 1290511 971536 48488595 15669104 838414 838414 14830690 0 14830690 16062190 1018043 1018043 15044147 0 15044147 Part V, Line 4: The Organization's endowment funds are intended to be used for the Organization's operating expenses and for the creation of a scholarship fund. Part XI, Line 2d - Other Adjustments: Rent expense, included with expenses on audited financial statements 4,150. Fundraising event expense, included with expenses on audited financial stmts 153,401. Employee tuition expense, included with expenses on audited financial stmts 650,480. Duke Energy Credit, included with income on audited financial stmts 30,383. Part XII, Line 2d - Other Adjustments: Rent expense, included with expenses on audited financial statements 153,401. Fundraising event expense, included with expenses on audited financial stmts 4,150. Employee tuition expense, included with expenses on audited financial stmts 650,480. Duke Energy Credit, included with income on audited financial stmts 30,383. Change in estimated fair value of interest rate swap contract 179,629. 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 Organization publicized its racially nondiscriminatory policy on its primary publicly accessible internet homepage at all times during its tax year. Schedule E, Part I, Line 6 The Organization participates in the Florida Corporate Tax Credit Scholarship Program, Florida Empowerment Scholarship Program, and Family Empowerment Scholarship for Unique Abilities Program, administered through Step Up For Students. Auction 536378 536378 6225 12341 50555 34981 Salt Serveathon 416106 416106 49299 952484 416106 536378 6225 12341 50555 84280 153401 382977 1 Need-based tuition discounts 223 997191 FMV Need-based tuition discounts Part I, Line 2: Need-based tuition discounts provided to students are awarded based on information provided via an electronic application, which is verified by an independent third party and reviewed by the School's staff. The tuition discount is applied directly to the student's account as a reduction in tuition. Therefore, no additional monitoring is required regarding the use of grant funds. Part III, Tuition Discounts The School provides need-based tuition discounts to students to attend the School, and are reported as non-cash assistance on Schedule I. However, assistance provided to employees and tuition discounts do not constitute an amount received by an organization. Thus, pursuant to the Form 990 instructions, tuition discounts and assistance should not be included in an organization's gross receipts and therefore have not been included in total revenue in Form 990, Part VIII. For consistency in reporting, the tuition discounts and assistance are also not reported as an expense in Form 990, Part IX. X X 0 0 0 0 0 0 0 0 0 Brad Ryden Head of School 210918 0 31364 0 0 0 4871 0 25697 0 272850 0 0 0 Robert Shelton Director of Student Life 133502 0 0 0 0 0 0 0 18550 0 152052 0 0 0 Sarah Cloke Family member of Officer/Director 49619 Compensation paid in connection with employment 0 Anne Classe Family member of Director 17457 Compensation paid in connection with employment 0 Anna Classe Family member of Director 39818 Compensation paid in connection with employment 0 Katie Deatherage Family member of Director 108129 Compensation paid in connection with employment 0 Becky Ryden Family member of Officer 45773 Compensation paid in connection with employment 0 Hannah Seneff Family member of Director 55771 Compensation paid in connection with employment 0 Form 990, Part VI, Section A, line 2 James Bruce, Secretary/Treasurer, and John Riley, Chairman, have a business relationship. Form 990, Part VI, Section B, line 11b The Organization's Headmaster and audit committee review the Form 990 prior to its filing with the IRS. A copy of the final Form 990 is also provided to the voting members of the Organization's governing body at their request. Form 990, Part VI, Section B, line 12c The Organization's conflict of interest policy is distributed to each member of the Organization's governing body, its officers and its key employees on an annual basis. All officers, directors, and key employees are required to disclose any conflicts of interest to the Organization's board of directors on an annual basis. Form 990, Part VI, Section B, line 15a The compensation arrangements for the Organization's Head of School are approved in advance by the Organization's Board of Governors based on the recommendation of the Executive Committee. The Head of School is responsible for setting compensation for all other key executives of the Organization. Form 990, Part VI, Section C, line 19 The Organization provides, upon request, copies of its Articles of Incorporation, bylaws, conflict of interest policy, and its financial statements. Form 990, Part XI, line 9: Change in estimated fair value of interest rate swap contract -179,629. Form 990, Part XII, Line 2c: The Organization's Board of Governors, or a committee thereof, assumes responsibility for the oversight of the audit of its financial statements and the selection of an independent accountant. This process has not changed from the prior year.