2022-04-11T08:32:12-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 520960218 THE FIELD SCHOOL INC FIEL 2022955800 2301 FOXHALL ROAD NW WASHINGTON DC 20007 LORI STRAUSS HEAD OF SCHOOL 2022955800 2022-04-11 1 LORI STRAUSS 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LORI STRAUSS 2301 FOXHALL ROAD NW WASHINGTON DC 20007 26180619 0 X WWW.FIELDSCHOOL.ORG X 1972 DC SEE PART III, LINE 1. 17 17 131 35 0 0 1044152 3156047 18242478 18276343 815811 979591 26654 21990 20129095 22433971 2476104 2996989 0 0 9580861 9851504 0 0 522813 5888617 5845761 17945582 18694254 2183513 3739717 72947119 75910108 35542329 33209647 37404790 42700461 X THE FIELD SCHOOL IS A PRIVATE CO-ED SCHOOL FOR STUDENTS IN GRADES 6-12. BASED ON A BEAUTIFUL 10 ACRE CAMPUS IN NORTHWEST WASHINGTON, DC, FIELD IS DEFINED BY UNIQUELY SMALL CLASSES AND A DISTINCT MISSION: SELF-DISCOVERY, SKILLS OF MIND AND GENEROSITY OF HEART. WE TEACH THROUGH DIALOGUE AND PASSION, CELEBRATING INDIVIDUAL STUDENTS AND STRESSING THE PROCESS OF INQUIRY, ANALYSIS AND CREATIVITY. OUR STUDENTS PARTICIPATE AND LEARN TO CARE IN WAYS THAT INSPIRE COMPASSION AND ETHICAL BEHAVIOR. ALTHOUGH THE ENVIRONMENT IS RELAXED, THE FIELD SCHOOL IS BASED ON A TRADITIONAL CURRICULUM THAT MAKES CONNECTIONS BETWEEN DISCIPLINES AND EMPHASIZED WRITING, THINKING, SPEAKING, AND PROBLEM-SOLVING. WE BELIEVE OUR MISSION AND METHODS HELP US TO LIVE OUT OUR MOTTO: AUDE SAPERE - "DARE TO BE WISE." 0 0 17382883 2996989 18278536 THE FIELD SCHOOL IS A PRIVATE CO-ED SCHOOL FOR STUDENTS IN GRADES 6-12. BASED ON A BEAUTIFUL 10 ACRE CAMPUS IN NORTHWEST WASHINGTON, DC, FIELD IS DEFINED BY UNIQUELY SMALL CLASSES AND A DISTINCT MISSION: SELF-DISCOVERY, SKILLS OF MIND AND GENEROSITY OF HEART. WE TEACH THROUGH DIALOGUE AND PASSION, CELEBRATING INDIVIDUAL STUDENTS AND STRESSING THE PROCESS OF INQUIRY, ANALYSIS AND CREATIVITY. OUR STUDENTS PARTICIPATE AND LEARN TO CARE IN WAYS THAT INSPIRE COMPASSION AND ETHICAL BEHAVIOR. ALTHOUGH THE ENVIRONMENT IS RELAXED, THE FIELD SCHOOL IS BASED ON A TRADITIONAL CURRICULUM THAT MAKES CONNECTIONS BETWEEN DISCIPLINES AND EMPHASIZED WRITING, THINKING, SPEAKING, AND PROBLEM-SOLVING. WE BELIEVE OUR MISSION AND METHODS HELP US TO LIVE OUT OUR MOTTO: AUDE SAPERE - "DARE TO BE WISE." 17382883 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 131 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOHN REGER 2022955800 2301 FOXHALL ROAD NW WASHINGTON DC 20007 WILL PECAU BOARD CHAIR 2.00 X X 0 0 0 PAULA ANDERSON VICE CHAIR 1.00 X X 0 0 0 AMY HOWE SECRETARY 1.00 X X 0 0 0 RYAN KATZ TREASURER 1.00 X X 0 0 0 ANDY ALTMAN TRUSTEE 1.00 X 0 0 0 HELEN CYMROT TRUSTEE 1.00 X 0 0 0 MICHAEL FREEDMAN TRUSTEE 1.00 X 0 0 0 LAURA HOGAN TRUSTEE 1.00 X 0 0 0 SANDI JORDAN TRUSTEE 1.00 X 0 0 0 MIKE LENARD TRUSTEE 1.00 X 0 0 0 CECILIA LEWIS TRUSTEE 1.00 X 0 0 0 NANCY MELLON TRUSTEE 1.00 X 0 0 0 NELSON TORRES TRUSTEE 1.00 X 0 0 0 OLIVER NICHOLAS TRUSTEE 1.00 X 0 0 0 SAM KLAUSNER TRUSTEE 1.00 X 0 0 0 CINTHIA ROZANSKI TRUSTEE 1.00 X 0 0 0 ELIZABETH SAVAGE TRUSTEE 1.00 X 0 0 0 ALI MUHAMMAD TRUSTEE (UNTIL 02/2020) 1.00 X 0 0 0 LORI STRAUSS HEAD OF SCHOOL (START 07/2020) 40.00 X 268564 0 4754 ROBERT ALONSO INTERIM DIR.,FIN. & OP. 40.00 X 160426 0 8195 TARA MCHALE DIR. OF STDNT SRVCS & SUPPORT 40.00 X 154545 0 23467 CHRISTOPHE LORRAIN TEACHER 40.00 X 145671 0 13767 THOMAS GALLAGHER DEAN OF CURRICULUM 40.00 X 126175 0 18339 SUZANNE BROWN ANNUAL FUND DIRECTOR 40.00 X 128230 0 14894 AMY CICCONE DIRECTOR OF COLLEGE COUNSELING 40.00 X 129510 0 11587 ANNE FOLEY FORMER INT. HEAD OF SCHOOL 40.00 X 202833 0 18255 DALE JOHNSON FORMER HEAD OF SCHOOL 40.00 X 291166 0 0 1607120 0 113258 21 1 1 0 RESTON LIMOUSINE INC 45685 ELMWOOD COURT STERLING VA 20166 STUDENT TRANSPORTATION SVCS 284777 MONUMENTAL FOOD 3870 S FOUR MILE RUN DRIVE ARLINGTON VA 22206 STUDENT FOOD SERVICE 208991 JOHN KALIL 4000 CATHEDRAL AVE NW 202B WASHINGTON DC 20016 SCHOOL PSYCHOLOGIST 132028 CONCENTUS PO BOX 400 MCLEAN VA 22101 IT SERVICES 107874 4 348541 1753829 1053677 78881 3156047 TUITION AND FEES 900099 18253808 18253808 LEARNING HUB 900099 12614 12614 LUNCH RECEIPTS 900099 9921 9921 18276343 422074 422074 1550 0 1550 1550 1550 4239359 3681842 557517 557517 557517 0 348541 64806 -64806 -64806 2193 0 2193 2193 MAC BUY BACK 900099 74650 74650 MISCELLANEOUS 900099 8403 8403 83053 22433971 18278536 0 999388 2996989 2996989 857025 493941 231587 131497 7282652 7058094 16936 207622 303708 281781 9274 12653 798484 740838 24379 33267 609635 565622 18614 25399 88544 88544 29068 29068 1161006 827694 244489 88823 1864 846 1018 260589 202232 44290 14067 306228 306228 16794 11328 176 5290 154467 154467 341601 341601 1660926 1660926 148755 144429 4326 EQUIPMENT 867399 796931 68293 2175 DEBT SERVICE 350942 350942 REPAIRS AND MAINTENANCE 178306 178151 155 SUBS. AND PUB'L 72925 61057 9871 1997 206347 120242 87255 -1150 18694254 17382883 788558 522813 6147625 801580 2131494 8820241 5000 86193 148886 112898 121697 55658556 15207573 41504609 40450983 22941950 25566721 17350 0 72947119 75910108 1237493 495380 2471047 3034765 26517836 29634887 1753829 3562124 44615 35542329 33209647 X 36856313 42126785 548477 573676 37404790 42700461 72947119 75910108 3739717 1555954 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 548477 43410 18211 573676 565307 100 16640 33569 548478 556066 100 40696 31555 565307 559386 100 41331 44751 556066 519092 100 62612 22418 559386 0.00000 1.00000 0.00000 0 0 10022200 10022200 42910011 13203558 29706453 1477477 972680 504797 1248868 1031335 217533 40450983 CAPITAL LEASE OBLIGATION 11467 REFUNDABLE ADVANCE 33148 44615 X 21057742 1555954 64806 1620760 19436982 2996989 2996989 22433971 15762071 64806 64806 15697265 2996989 2996989 18694254 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED ENDOWMENTS IN WHICH THE PRINCIPAL IS INVESTED IN PERPETUITY AND THE INCOME IS EXPENDABLE TO SUPPORT FINANCIAL AID AT THE FIELD SCHOOL. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2021, THE FIELD SCHOOL HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 64,806. STATEMENTS AND NETTED AGAINST REVENUE ON PART VIII LINE 8B PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE NETTED WITH REVENUE ON THE FINANCIAL 2,996,989. STATEMENTS AND INCLUDED AS EXPENSES ON PART IX PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 64,806. STATEMENTS AND NETTED AGAINST REVENUE ON PART VIII LINE 8B PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE NETTED WITH REVENUE ON THE FINANCIAL 2,996,989. STATEMENTS AND INCLUDED AS EXPENSES ON PART IX 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 OUR NON-DISCRIMINATION POLICY IS NOT ONLY ADVERTISED IN OUR ADMISSION MATERIALS, BUT ALSO IN OUR EMPLOYMENT ADS, OUR WEBSITE, THE ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON (AISGW) EMPLOYEE LISTINGS AND THE DISTRICT OF COLUMBIA JOB LISTINGS. DARE TO BE FIELD 348541 348541 58304 6502 348541 348541 58304 6502 64806 -64806 PART II LINE, 1 DUE TO COVID-19 THE EVENT WAS HELD VIRTUALLY AND NO VALUE WAS RECEIVED IN EXCHANGE. THEREFORE, ALL GROSS RECEIPTS WERE TREATED AS CONTRIBUTION INCOME. 1 STUDENT FINANCIAL AID 71 2996989 PART I, LINE 2: FAMILIES SEEKING FINANCIAL AID FROM THE FIELD SCHOOL MUST APPLY FOR AID THROUGH THE TUITION AID DATA SERVICES (TADS) BY JANUARY, 15 OF THE APPLYING YEAR (AVAILABLE ON-LINE AT WWW.TADS.COM). IN ADDITION, FAMILIES MUST SUBMIT W-2 AND 1040 FORMS FOR THE PREVIOUS YEAR DIRECTLY TO THE FILED SCHOOL NO LATER THAN FEBRUARY 1. TADS PROVIDES A REPORT CONTAINING AN ANALYSIS OF THE INCOME AND EXPENSES FOR EACH APPLYING FAMILY AND A RECOMMENDATION REGARDING HOW MUCH THE FAMILY CAN AFFORD TO SPEND ON AN INDEPENDENT SCHOOL EDUCATION. THE SCHOOL USES THIS ANALYSIS AND RECOMMENDATION AS A GUIDE-PROVIDING IT GREAT WEIGHT-IN ITS OWN ANALYSIS OF THE AMOUNT A FAMILY WOULD NEED IN ORDER TO ACCEPT AN OFFER OF ADMISSION FROM THE FIELD SCHOOL. WE ADDITIONALLY TAKE INTO ACCOUNT LOCAL CONDITIONS IN THE DC AREA ECONOMY AND MARKET SPECIFIC CIRCUMSTANCES OF THE FAMILY'S FINANCIAL SITUATION THAT WE MAY BECOME AWARE OF, AS WELL AS OUR KNOWLEDGE OF HOW MUCH THE FAMILY MAY HAVE PREVIOUSLY PAID AT OTHER SCHOOLS OR IS PROJECTED TO PAY AT OTHER SCHOOLS FOR OTHER CHILDREN. OUR AID IS ENTIRELY NEED-BASED AND DOES NOT REFLECT RELATIVE SCHOLARLY MERIT. THE FINAL DECISIONS ARE MADE BY THE DIRECTOR OF ADMISSIONS AND FINANCIAL AID IN CONSULTATION WITH THE HEAD OF SCHOOL AND THE CHIEF FINANCIAL OFFICER. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DALE JOHNSON FORMER HEAD OF SCHOOL 0 0 0 0 291166 0 0 0 0 0 291166 0 291166 0 LORI STRAUSS HEAD OF SCHOOL (START 07/2020) 220979 0 10000 0 37585 0 0 0 4754 0 273318 0 0 0 ANNE FOLEY FORMER INT. HEAD OF SCHOOL 202833 0 0 0 0 0 18255 0 0 0 221088 0 0 0 TARA MCHALE DIR. OF STDNT SRVCS & SUPPORT 154545 0 0 0 0 0 13909 0 9558 0 178012 0 0 0 ROBERT ALONSO INTERIM DIR.,FIN. & OP. 160426 0 0 0 0 0 4813 0 3382 0 168621 0 0 0 CHRISTOPHE LORRAIN TEACHER 145671 0 0 0 0 0 13110 0 657 0 159438 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL HAS A BUDGET FOR SCHOOL RELATED EXPENSES THAT ARE FOR USE AT THEIR DISCRETION. PART I, LINE 7 DURING THE YEAR LORI STRAUSS RECIEVED A BONUS OF $10,000. DALE JOHNSON RECIEVED A 457(B) PAYOUT OF $291,166, WHICH WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION. A DISTRICT OF COLUMBIA 536001131 2013-03-14 31235000 REFINANCE PRIOR DEBT AND CONSTRUCTION OF SCHOOL ADDITION 0 0 0 A 1600113 31235000 31235000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 NAME OF BOARD MEMBERS HAVE BEEN REDEACTED AS TRANSACTION IS NEED-BASED 2 BOARD MEMBERS & 1 OFFICER OF THE ORG., CHILDREN RECEIVED FINANCIAL AID 108085 FINANCIAL AID X 4 78811 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTANT AND REVIEWED BY THE FINANCE COMMITTEE. THE RETURN WAS PRESENTED TO THE BOARD FOR APPROVAL PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS. TRUSTEES ARE ALSO EXPECTED TO ACT AT ALL TIMES IN A MANNER CONSISTENT WITH THEIR FIDUCIARY DUTIES TO THE FIELD SCHOOL, AND TO EXERCISE PARTICULAR CARE THAT NO DETRIMENT TO THE FIELD SCHOOL RESULTS FROM ANY CONFLICT BETWEEN THEIR INTERESTS AND THIS OF THE FIELD SCHOOL. FURTHER, TRUSTEES WILL NOT VOTE OR DEBATE ON ANY MATTER IN WHICH THE TRUSTEE HAS A DIRECT OR INDIRECT INTEREST. THE BOARD MAY APPROVE A TRANSACTION IN WHICH A TRUSTEE HAS AN INTEREST IF THE MATERIAL FACTS OF THE TRANSACTION AND THE TRUSTEE'S INTEREST ARE DISCLOSED AND THE TRUSTEES APPROVING THE TRANSACTION DETERMINE THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ESTABLISHED A COMPENSATION COMMITTEE TO DETERMINE THE HEAD OF SCHOOL'S COMPENSATION THAT CONSISTS OF INDEPENDENT MEMBERS OF THE BOARD, AND INCLUDES THE CHAIR OF THE SCHOOL, THE TREASURER AND ONE OTHER BOARD MEMBER. ANNUALLY THE HEAD OF SCHOOL'S PERFORMANCE IS EVALUATED BY THE BOARD AND THESE COMMENTS ARE USED TO DETERMINE THE HEAD OF SCHOOL'S COMPENSATION. THE HEAD OF SCHOOL'S CONTRACT CALLS FOR A MINIMUM ANNUAL RAISE OF 3.5%. IN APPROVING THE CURRENT CONTRACT, THE COMPENSATION COMMITTEE CONSIDERED COMPENSATION LEVELS FROM APPROXIMATELY 20 DIFFERENT SCHOOLS. TEN SCHOOLS WERE SELECTED FROM THE DC AREA AND 10 SCHOOLS WERE SELECTED FROM AROUND THE COUNTRY. THE BOARD HAS ESTABLISHED A SALARY GOAL FOR ALL EMPLOYEES. THAT GOAL IS FOR THE SCHOOL'S COMPENSATION TO BE WITHIN THE 75TH PERCENTILE OF ALL LOCAL SCHOOLS. USING THAT GOAL, THE COMMITTEE ESTABLISHED THE CONTRACT TERMS INCLUDING THE HEAD OF SCHOOLS COMPENSATION. THE MOST RECENT CONTRACT REVIEW WAS COMPLETED IN JUNE 2020. THE DECISION AND DELIBERATION WAS DOCUMENTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.