2023-05-12T15:52:26-05:00 2022-06-30 946214841 ARMANINO LLP 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2021-07-01 475317135 THADEN SCHOOL THAD 4792685321 800 SE C ST BENTONVILLE AR 72712 KIM STRICKLAND CHIEF FINANCE & OPERATIONS OFFICER 4792685321 2023-05-12 1 KIM STRICKLAND 999009999 MATTHEW PETROSKI P00853132 9726611843 2023-05-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KIM STRICKLAND 800 SE C ST BENTONVILLE AR 72712 18676773 0 X WWW.THADENSCHOOL.ORG X 2015 AR TO OPERATE AN INDEPENEDENT SCHOOL AND PROVIDE A BALANCED AND CHALLENGING EDUCATION THAT IGNITES IN OUR STUDENTS A PASSION FOR DISCOVERY AND LEARNING. 11 11 138 60 0 0 9011480 10905092 6789820 7698560 43740 1268 46062 -210744 15891102 18394176 3992139 4642713 0 0 8208142 9053083 0 0 397966 5108883 5285695 17309164 18981491 -1418062 -587315 79028915 77458503 2251987 1268890 76776928 76189613 TO OPERATE AN INDEPENDENT SCHOOL AND PROVIDE A BALANCED EDUCATION THAT IGNITES A PASSION FOR DISCOVERY AND LEARNING, PREPARES STUDENTS TO SUCCEED IN COLLEGE, AND INSPIRES THEM TO LEAD LIVES OF INTEGRITY, PURPOSE AND RESPONSIBLE GLOBAL CITIZENSHIP. 0 0 15165889 4642713 7698560 THADEN SCHOOL PROVIDES A BALANCED AND CHALLENGING EDUCATION THAT IGNITES IN OUR STUDENTS A PASSION FOR DISCOVERY AND LEARNING, PREPARES THEM TO SUCCEED IN COLLEGE, AND INSPIRES THEM TO LEAD LIVES OF INTEGRITY, PURPOSE, AND RESPONSIBLE GLOBAL CITIZENSHIP. 15165889 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 138 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 AR X KIM STRICKLAND 4792685321 800 SE C ST BENTONVILLE AR 72712 DAVID SLONE PRESIDENT 1.00 X X 0 0 0 KERRY KOTOUC VICE PRESIDENT 1.00 X X 0 0 0 ANN BORDELON TREASURER 1.00 X X 0 0 0 AL DOMINGUEZ DIRECTOR 1.00 X 0 0 0 TOM FAHEY DIRECTOR 1.00 X 0 0 0 JOSE LEANOR DIRECTOR 1.00 X 0 0 0 MATT O'REILLY DIRECTOR 1.00 X 0 0 0 CATHERINE ROCHE DIRECTOR 1.00 X 0 0 0 MARKITA ROGERS DIRECTOR 1.00 X 0 0 0 SHARI STEIGER DIRECTOR 1.00 X 0 0 0 LATRIECE WATKINS DIRECTOR 1.00 X 0 0 0 CLAYTON MARSH HEAD OF SCHOOL 40.00 X 521604 0 43717 LISA HERSCHBACH DEPUTY HEAD OF SCHOOL 40.00 X 243377 0 39624 KIM STRICKLAND CHIEF FINANCE AND OPERATIONS OFFICER 40.00 X 201937 0 23103 MICHAEL MALOY ASSOCIATE HEAD OF SCHOOL, ACADEMIC DEAN 40.00 X 199711 0 12583 JASON CURTIS DIRECTOR OF TECHNOLOGY 40.00 X 150055 0 4338 PHIL HOOPER DIRECTOR OF COLLEGE COUNSELING 40.00 X 122035 0 14717 MANDI FAHEY DIRECTOR OF ADMISSIONS 40.00 X 108049 0 15228 JESSICA BONNEM DEAN OF FACULTY 40.00 X 104556 0 7734 HELENE MENGERT DEAN OF ARTS 40.00 X 103715 0 8260 1755039 0 169304 12 0 1 0 NABHOLZ CONSTRUCTION COMPANY 3301 N 2ND STREET ROGERS AR 72756 CONSTRUCTION 7166915 MILESTONE CONSTRUCTION COMPANY 2002 SOUTH 48TH STREET SUITE A SPRINGDALE AR 72762 CONSTRUCTION 847784 WALTON ENTERPRISES PO BOX 1860 BENTONVILLE AR 72712 CONSTRUCTION 391177 MARLON BLACKWELL 42 EAST CENTER STREET FAYETTEVILLE AR 72701 CONSTRUCTION DESIGN 202409 4 620200 14097 10270795 2100 10905092 TUITION 611710 7654073 7654073 AUXILLARY SERVICES 611710 44487 44487 7698560 20612 20612 9096 600 8496 8496 8496 19344 -19344 -19344 -19344 25800 620200 262653 -236853 -236853 OTHER REVENUE 900099 17613 17613 17613 18394176 7698560 0 -209476 4642713 4642713 1394998 407681 956366 30951 6151441 4921193 1133371 96877 185017 145229 36635 3153 808862 630310 166485 12067 512765 365293 138912 8560 24902 24902 38022 38022 78012 78012 417025 95406 303866 17753 96033 96033 382997 185650 197347 11554 1605 9949 415061 361842 40883 12336 5673 2670 1126 1877 118796 55912 23576 39308 2357300 2074423 212158 70719 179607 84533 35644 59430 STUDENT PROGRAMS 614833 614833 CULINARY SERVICES 324568 324568 TRANSPORTATION 102754 102754 SCHOOL EQUIPMENT 68787 32375 13651 22761 49771 20866 6731 22174 18981491 15165889 3417636 397966 173856 275864 9631439 6613813 27108 262733 28842 28130 60750 40500 9248 131370 208843 76035673 6016301 68975550 70019372 79028915 77458503 1553055 469992 259213 233573 439719 565325 2251987 1268890 X 64068400 66379979 12708528 9809634 76776928 76189613 79028915 77458503 -587315 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9400000 9400000 59614953 3859347 55755606 4040788 677768 3363020 2979932 1479186 1500746 70019372 CONSTRUCTION RETAINAGE PAYABLE 565325 565325 X 14034060 -4642713 -4642713 18676773 -282597 -282597 18394176 14621375 282597 282597 14338778 4642713 4642713 18981491 PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX 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 JUNE 30, 2022 AND 2021, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE CONSIDERED NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE -4,642,713. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSET -19,344. RENTAL EXPENSES -600. FUNDRAISING EXPENSES -262,653. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSET 19,344. RENTAL EXPENSES 600. FUNDRAISING EXPENSES 262,653. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 4,642,713. 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 HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE. THIS POLICY IS ALSO CONTAINED IN THE ORGANIZATION'S GOVERNING DOCUMENTS AND WILL BE DISCLOSED IN OTHER MATERIALS. SCHEDULE E, PART I, LINE 6 THADEN SCHOOL RECEIVED A GRANT FROM THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS (EANS) PROGRAM. GALA 646000 620200 25800 63643 103356 95654 646000 620200 25800 63643 103356 95654 262653 -236853 1 INDEXED TUITION 224 4642713 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THADEN SCHOOL HAS AN APPLICATION PROCESS FOR INDEXED TUITION AVAILABLE TO ALL FAMILIES. ON THE APPLICATION, FAMILIES ARE REQUIRED TO DISCLOSE FINANCIAL INFORMATION AND DOCUMENTS. THE INDEXED TUITION COMMITTEE USES THE SUBMITTED INFORMATION TO DETERMINE THE LEVEL OF TUITION FOR EACH QUALIFIED FAMILY. X X 1 1 X X 0 0 0 0 0 0 0 1 0 CLAYTON MARSH HEAD OF SCHOOL 484884 0 800 0 35920 0 29000 0 14717 0 565321 0 0 0 LISA HERSCHBACH DEPUTY HEAD OF SCHOOL 240027 0 800 0 2550 0 24907 0 14717 0 283001 0 0 0 KIM STRICKLAND CHIEF FINANCE AND OPERATIONS OFFICER 199268 0 800 0 1869 0 8294 0 14809 0 225040 0 0 0 MICHAEL MALOY ASSOCIATE HEAD OF SCHOOL, ACADEMIC D 195109 0 800 0 3802 0 8245 0 4338 0 212294 0 0 0 JASON CURTIS DIRECTOR OF TECHNOLOGY 147479 0 800 0 1776 0 0 0 4338 0 154393 0 0 0 PART I, LINE 1A THADEN SCHOOL REIMBURSES THE DUES TO A SOCIAL CLUB THAT THE HEAD OF SCHOOL USES TO MEET WITH VARIOUS INDIVIDUALS INCLUDING POTENTIAL EMPLOYEES, VENDORS, & DONORS. THE AMOUNTS ARE INCLUDED AS TAXABLE WAGES IN ON SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 7 ALL COMPENSATED INDIVIDUALS LISTED ON PART VII RECEIVED HARSHIP BONUSES IN THE AMOUNT OF $800 FROM SURPLUS FUNDS. CLAYTON MARSH OFFICER TUITION REIMBURSEMENT X 162000 40500 0 1 1 40500 MANDI FAHEY SEE PART V 118723 EMPLOYMENT 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: MANDI FAHEY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:RELATED TO BOARD MEMBER FORM 990, PART VI, SECTION A, LINE 2 MANDI FAHEY AND TOM FAHEY HAVE A FAMILIAL RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MANAGEMENT WITH THE ASSISTANCE OF A PAID PREPARER. A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO FILL OUT THE CONFLICT OF INTEREST FORM WHERE THEY MUST DISCLOSE ANY RELATIONSHIPS WITH PAST OR FUTURE VENDORS. THE FORM IS REVIEWED BY THE BUSINESS OFFICE FOR ACCURACY. ANY CONFLICTS MUST BE APPROVED BY THE CHIEF FINANCE AND OPERATIONS OFFICER AND/OR THE HEAD OF SCHOOL BEFORE PROCEEDING WITH THE VENDOR. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL, AND OTHER KEY EMPLOYEES, THE ORGANIZATION REVIEWS AND CONSIDERS INFORMATION ON WHAT SIMILARLY-SITUATED ORGANIZATIONS PROVIDE FOR SIMILAR SERVICES AND ON WHAT IS APPROPRIATE AND NECESSARY TO ATTRACT AND MAINTAIN WELL-QUALIFIED INDIVIDUALS TO SERVE IN THESE POSITIONS FOR THE ORGANIZATION. AFTER OBTAINING AND REVIEWING THIS INFORMATION, THE BOARD OF DIRECTORS DETERMINES COMPENSATION FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL DETERMINES COMPENSATION FOR ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.