2025-05-14T13:13:34-05:00 2024-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2023-07-01 520591645 OLDFIELDS SCHOOL INC OLDF 4104724800 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 CHRIS SMITH TREASURER 4104724800 2025-05-02 1 1 ASHLEY ZUMBRUN P02050856 4104031500 2025-05-02 2023 2025-03-06 01:10:19Z CHRIS SMITH 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 4420416 0 X OLDFIELDSSCHOOL.ORG X 1926 MD OLDFIELDS SCHOOL'S MISSION IS TO EMBRACE EACH STUDENT'S AUTHENTIC SELF, EDUCATE THROUGH COLLABORATION, EMPOWER THE INDIVIDUAL VOICE, AND INSPIRE CONFIDENCE AND CONTINUAL GROWTH, LEADING TO A LIFE OF PURPOSE. 14 14 83 14 0 0 1780565 2500991 4646576 686005 355109 -111617 24246 99985 6806496 3175364 1874402 189717 0 0 4756413 1773122 0 77164 187570 3736052 3042898 10366867 5082901 -3560371 -1907537 17659735 16494460 1530646 1965060 16129089 14529400 OLDFIELDS SCHOOL'S MISSION IS TO EMBRACE EACH STUDENT'S AUTHENTIC SELF, EDUCATE THROUGH COLLABORATION, EMPOWER THE INDIVIDUAL VOICE, AND INSPIRE CONFIDENCE AND CONTINUAL GROWTH, LEADING TO A LIFE OF PURPOSE. 0 0 3573035 189717 785990 FOUNDED IN 1867, OLDFIELDS SCHOOL COMBINES TRADITION AND INNOVATION WHILE REMAINING TRUE TO ITS FUNDAMENTAL MOTTO, "COURAGE, HUMILITY, AND LARGENESS OF HEART." THE STUDENT BODY IS MADE UP OF A DIVERSE GROUP OF YOUNG WOMEN FROM ACROSS THE UNITED STATES AND AROUND THE GLOBE. APPROXIMATELY 75+ COURSES, INCLUDING HONORS COURSES, ADVANCED PLACEMENT PREPARATION, SPECIAL SEMINARS, MAY PROGRAM, AND ART ELECTIVES ARE OFFERED. EACH GIRL'S EDUCATION IS TAILORED TO HER ABILITIES WITH AN AVERAGE CLASS SIZE OF 8 STUDENTS AND A 5:1 STUDENT TO FACULTY RATIO. OLDFIELDS FOCUSES ON ENSURING "EACH GIRL'S SUCCESS." OLDFIELDS SCHOOL IS LOCATED ON 140 RURAL ACRES NESTLED IN THE SCENIC HORSE COUNTRY OF NORTH BALTIMORE COUNTY, MARYLAND. 3573035 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 43 0 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MD X ELIZABETH HANSON INTERIM CHIEF FINANCIAL OFFICER 4436621011 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 DR BARBARA BAISLEY '88 CO-CHAIR 2.00 0.00 X X 0 0 0 TAYLOR SMITH CO-CHAIR 2.00 0.00 X X 0 0 0 DOUGIE SIMMONS CHRISTOFERSON VICE CHAIR 2.00 0.00 X X 0 0 0 CHRISTOPHER SMITH TREASURER 2.00 0.00 X X 0 0 0 AMANDA GEARY LOSACCO '11 SECRETARY 2.00 0.00 X 0 0 0 TOM BERNIER P'16 TRUSTEE 1.00 0.00 X 0 0 0 JULIA COOTER COOK '82 TRUSTEE 1.00 0.00 X 0 0 0 BLY BEACH HARTLEY '79 TRUSTEE 1.00 0.00 X 0 0 0 ANGELICA JACKSON '09 TRUSTEE 1.00 0.00 X 0 0 0 KRISTEN JOHNSON '10 TRUSTEE 1.00 0.00 X 0 0 0 ALEX LEVENTHAL TRUSTEE 1.00 0.00 X 0 0 0 CASEY PINKARD '07 TRUSTEE 1.00 0.00 X 0 0 0 SHANNON ROSE '99 TRUSTEE 1.00 0.00 X 0 0 0 JOCELYN GRANTHAM WHITTINGTON '96 TRUSTEE 1.00 0.00 X 0 0 0 ANSLEY SMITHWICK HEAD OF SCHOOL 40.00 0.00 X 72346 0 614 ELIZABETH HANSON INTERIM CHIEF FINANCIAL OFFICER 40.00 0.00 X 0 0 0 JEREMY MYERS DIRECTOR OF FINANCE 40.00 0.00 X 94096 0 875 166442 0 1489 0 0 0 0 0 2500991 258095 2500991 AUXILIARY ACTIVITIES 611710 348568 348568 TUITION & FEES 611710 337437 337437 686005 140695 140695 341725 651015 303950 941102 37775 -290087 -252312 -252312 RECOVERY OF BAD DEBT 611600 99985 99985 99985 3175364 785990 0 -111617 189717 189717 333063 236475 82600 13988 1150390 816776 285298 48316 31532 22387 7821 1324 144396 102519 35812 6065 113741 80754 28210 4777 12838 12838 36511 36511 77164 77164 6591 6591 372146 332810 39336 82070 82070 50240 9000 41240 141519 51138 90381 433290 433290 37698 295 37403 50521 50521 1142237 1033724 108513 356674 356674 EQUESTRIAN 178377 178377 0 0 STUDENT LIFE 54769 54769 0 0 SPECIAL EVENTS 35936 0 0 35936 ACADEMIC EXPENSES 15501 15501 0 0 35980 15503 20477 5082901 3573035 1322296 187570 646224 231080 1858552 1881255 1750427 900000 6457 12483 37387 47867 83856 7487 28140342 18883992 11324117 9256350 763782 867952 773712 2829301 415221 460685 17659735 16494460 724853 174111 9000 54458 756393 1714646 40400 21845 1530646 1965060 X 10320471 8700573 5808618 5828827 16129089 14529400 17659735 16494460 X -1907537 256610 51238 X 0 1 X 1 0 X 7337922 1613685 2009339 1780565 2500991 15242502 7337922 1613685 2009339 1780565 2500991 15242502 5785653 9456849 106396 45787 62710 168155 140695 523743 11057 2437 6059 24289 43842 15810087 20975143 0.59820 0.55700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INVENTORY REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5.90 1 1 3471952 800000 325356 0 648845 3948463 6425279 209218 0 3162545 3471952 8306292 2091680 -897030 0 3075663 6425279 8515239 5870 1305068 0 1519885 8306292 9061794 1244500 190437 0 1981492 8515239 0.00000 1.00000 0.00000 0 0 144548 144548 24524709 15990556 8534153 2215908 2073603 142305 1255177 819833 435344 9256350 CASH SURRENDER VALUE OF LIFE INSURANCE 84957 F LIMITED PARTNERSHIP INTERESTS 26 F INTEREST IN OIL AND GAS LEASE 57281 F MULTI-STRATEGY BOND FUND 913699 F MULTI-STRATEGY EQUITY FUND 1773338 F 2829301 LEASE LIABILITIES 21845 21845 X 3286904 256610 51238 307848 2979056 6591 189717 196308 3175364 4886593 0 4886593 6591 189717 196308 5082901 PART II, LINE 5: IN 2004, A FOREST STEWARDSHIP PLAN WAS PREPARED FOR MARYLAND GRID 907 X 628; TAX MAP 28 PARCEL 195 IN BALTIMORE COUNTY. THIS PLAN OUTLINES RECOMMENDATIONS BASED ON THE GOALS TO PRESERVE THE NATURAL HABITAT AND RESOURCES PRESENT. THE PLAN PROVIDES MANAGEMENT UNIT DESCRIPTIONS AND RECOMMENDED PRACTICES, GENERAL PROPERTY-WIDE RECOMMENDATIONS, COST-SHARE AND TAX ASSISTANCE PROGRAM ANALYSIS, AND A MANAGEMENT PRACTICE SCHEDULE. PART II, LINE 9: THE EASEMENT IS MONITORED, INSPECTED, AND ENFORCED BY THE GROUNDS MAINTENANCE CONTRACTOR OF THE SCHOOL. THE COSTS OF PERFORMING THESE ACTIVITIES ARE NOT SEPARATELY TRACKED, BUT RATHER, ARE INCLUDED IN THE GENERAL SERVICE CONTRACT. PART V, LINE 4: THE SCHOOL USES THE ENDOWMENT FUNDS AS SUPPORT FOR OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE SCHOOL'S EXEMPT PURPOSE. THE ENDOWMENT FUNDS ARE INVESTED UNDER THE SCHOOL'S INVESTMENT POLICY TO COMPLY WITH THE STATE OF MARYLAND UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT. THE BOARD APPROPRIATES THE EARNINGS OF THE ENDOWMENT FUNDS FOR EXPENDITURE TO SUPPORT DONOR STIPULATED PURPOSES. PART X, LINE 2: ASC 740, INCOME TAXES, PRESCRIBES THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE SCHOOL RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE SCHOOL IS REQUIRED TO FILE INFORMATIONAL RETURNS IN VARIOUS JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN DISCOUNT TO UNCONDITIONAL PROMISES TO GIVE 51,238. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECORDED AS A REDUCTION OF REVENUE 189,717. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECORDED AS A REDUCTION OF REVENUE 189,717. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S POLICY IS PUBLISHED IN VARIOUS NEWSPAPERS ANNUALLY. THE POLICY IS ALSO ON THE SCHOOL'S WEBSITE AND THE COMMUNITY GUIDEBOOK. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDENT RECRUITMENT 7057 EAST ASIA AND THE PACIFIC 0 0 STUDENT RECRUITMENT STUDENT RECRUITMENT 4261 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDENT RECRUITMENT 2784 0 0 0 0 0 0 14102 0 14102 0 0 0 0 0 0 X X X X 1 ALEXANDER HAAS 3520 PIEDMONT RD NE ATLANTA GA 30305 FUNDRAISING COUNSEL 0 0 77164 0 77164 MD SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE PROFESSIONAL FUNDRAISER PROVIDED FUNDRAISING COUNSEL TO THE SCHOOL. 1 FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AWARDED TO STUDENTS 9 189717 PART I, LINE 2: THE STUDENTS' PARENT(S) APPLY FOR THE FINANCIAL AID BY COMPLETING THE UNIFORM SSS FORM. MANAGEMENT REVIEWS THE SSS FORM AND AWARDS FINANCIAL AID ON AN AS-NEEDED BASIS. THE AMOUNT OF EACH AWARD IS APPLIED TO THE RESPECTIVE STUDENTS' TUITION BILL. X 12 258095 FAIR MARKET VALUE 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE TOTAL IN COLUMN (B) REPRESEENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT KEEP MINUTES FOR COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. MINUTES ARE ONLY DOCUMENTED FOR MEETINGS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE HEAD OF SCHOOL AND CHIEF FINANCIAL OFFICER PERFORM THE INITIAL REVIEW. AFTER THEIR APPROVAL, THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND IS PRESENTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH NAIS STANDARDS, ALL TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE ADMINISTRATIVE ASSISTANT TO THE HEAD OF THE SCHOOL SENDS ALL TRUSTEES A COPY OF THE CONFLICT OF INTEREST STATEMENT VIA EMAIL TO SIGN AT THE BEGINNING OF EACH FISCAL YEAR. THE STATEMENTS ARE FILED BY THE HEAD'S ADMINISTRATOR AND ARE KEPT ON FILE AND UP TO DATE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE HEAD OF THE SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES HEADS COMMITTEE. THE COMMITTEE USES AIMS SUMMARY REPORTS OF COMPENSATION AS A GUIDELINE FOR SETTING COMPENSATION. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY REVIEW OF COMPARABLE SALARIES AT PEER SCHOOLS AND MARKET REPORTS. THE HEAD OF SCHOOL REVIEWS AND APPROVES THESE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN DISCOUNT TO UNCONDITIONAL PROMISES TO GIVE 51,238. CHARITABLE REMAINDER UNITRUST 200 W LANCASTER AVE WAYNE PA 19087 CHARITABLE REMAINDER UNITRUST PA T 66788 416411 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARITABLE REMAINDER UNITRUST C 66788 FAIR MARKET VALUE