2022-02-15T08:19:28-06:00 2021-05-31 946214841 ARMANINO LLP 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2020-06-01 620598316 THE ENSWORTH SCHOOL ENSW 6153015367 7401 HIGHWAY 100 NASHVILLE TN 37221 WHITNEY JOHNSON CFO 6153015367 2022-02-14 1 WHITNEY JOHNSON 999009999 MATTHEW PETROSKI P00853132 9726611843 2022-02-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID BRAEMER 7401 HIGHWAY 100 NASHVILLE TN 37221 76065249 0 X WWW.ENSWORTH.COM X 1958 TN ENSWORTH IS A KINDERGARTEN THROUGH TWELFTH GRADE, COEDUCATIONAL INDEPENDENT SCHOOL. 22 22 514 350 0 0 5920441 8038369 36536590 37794368 1672185 4104553 46144 104271 44175360 50041561 3732825 3741197 0 0 23756296 24364559 0 0 1425057 16584392 15881149 44073513 43986905 101847 6054656 203625309 259551206 27428994 61917505 176196315 197633701 X THE ENSWORTH SCHOOL (THE SCHOOL), FOUNDED IN 1958, IS A KINDERGARTEN THROUGH TWELFTH GRADE, COEDUCATIONAL INDEPENDENT SCHOOL LOCATED IN NASHVILLE, TENNESSEE. THE MISSION OF THE SCHOOL IS TO PROMOTE ACADEMIC EXCELLENCE AND INSPIRE STUDENTS TO BE INTELLECTUALLY CURIOUS, TO USE THEIR TALENTS TO THE FULLEST, TO BE PEOPLE OF INTEGRITY, AND TO BE CONTRIBUTORS TO SOCIETY. 0 0 33861350 3741197 37794368 ENSWORTH IS A K-12 COEDUCATIONAL INDEPENDENT SCHOOL. THE SCHOOL PROMOTES ACADEMIC EXCELLENCE AND INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS, TO USE THEIR TALENTS TO THE FULLEST, TO BE PEOPLE OF INTEGRITY AND TO BE CONTRIBUTORS TO SOCIETY. 33861350 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 86 0 1 514 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X X WHITNEY JOHNSON 6153015367 7401 HIGHWAY 100 NASHVILLE TN 37221 DAVID BRAEMER HEAD OF SCHOOL 60.00 X X 548658 0 187444 RICHARD BOWERS ATHLETIC DIRECTOR 60.00 X 498858 0 29019 RAHIM BATTEN ASSOC DIRECTOR OF ADMISSION, HEAD FOOTBALL COACH 40.00 X 243940 0 61742 VIRGIL HERRING DIRECTOR OF GOLF 40.00 X 209254 0 41961 NOWELL HESSE HEAD OF HIGH SCHOOL 40.00 X 197420 0 55607 CHRISTIAN BAHR DIRECTOR OF AQUATICS 40.00 X 197236 0 41988 WHITNEY JOHNSON CFO 60.00 X 206410 0 23175 WILL MORROW PRESIDENT, EXECUTIVE COMMITTEE CHAIR 2.00 X X 0 0 0 JENNIFER FRIST VICE PRESIDENT 2.00 X X 0 0 0 BRUCE CROSBY TREASURER 2.00 X X 0 0 0 JIM BOWEN SECRETARY 2.00 X X 0 0 0 JOHN JACOBSON LEGAL COUNSEL 1.00 X 0 0 0 EDITH MCBRIDE BASS TRUSTEE (LEFT 9/2020) 1.00 X 0 0 0 KATHRYN BROWN TRUSTEE 1.00 X 0 0 0 STUART BRUNSON TRUSTEE 1.00 X 0 0 0 GERARD BULLOCK TRUSTEE 1.00 X 0 0 0 AMY CHRISTIANSEN TRUSTEE 1.00 X 0 0 0 BETH COURTNEY TRUSTEE 1.00 X 0 0 0 KRISTEN CROSBY TRUSTEE 1.00 X 0 0 0 AMANDA FARNSWORTH TRUSTEE 1.00 X 0 0 0 BEN FREELAND TRUSTEE 1.00 X 0 0 0 ANNA RUSSELL FRIEDMAN TRUSTEE 1.00 X 0 0 0 TRISH C FRIST TRUSTEE 1.00 X 0 0 0 ELIZABETH GERKEN TRUSTEE 1.00 X 0 0 0 CRAIG GOGUEN TRUSTEE 1.00 X 0 0 0 CHAD GREER TRUSTEE 1.00 X 0 0 0 EMILY KURTZ TRUSTEE 1.00 X 0 0 0 DEB MCDERMOTT TRUSTEE 1.00 X 0 0 0 BRUCE MOORE TRUSTEE 1.00 X 0 0 0 NEAL PATEL TRUSTEE 1.00 X 0 0 0 YVONNE RALSKY TRUSTEE 1.00 X 0 0 0 JOSEPHINE SMITHWICK TRUSTEE 1.00 X 0 0 0 JAMEE THOMPSON TRUSTEE 1.00 X 0 0 0 TJ WILT TRUSTEE 1.00 X 0 0 0 2101776 0 440936 33 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD 1042492 JOHNSON JOHNSON CRABTREE 4551 TROUSDALE DRIVE NASHVILLE TN 37204 CONSTRUCTION 969403 KLEENTECH 810 OAK MEADOW DRIVE 680607 FRANKLIN TN 37068 CLEANING 599732 PHIPPS CONSTRUCTION PO BOX 50026 NASHVILLE TN 37205 CONSTRUCTION 394369 WEISER PO BOX 51720 NEW ORLEANS LA 70151 SECURITY 285350 28 251330 7787039 810711 8038369 TUITION AND FEES 611600 34428211 34428211 AUXILIARY PROGRAMS REV 611600 3366157 3366157 37794368 1358076 1358076 104271 0 104271 104271 104271 28459247 50693 25628179 135284 2831068 -84591 2746477 2746477 260225 251330 260225 0 50041561 37794368 0 4208824 2218 2218 3738979 3738979 798378 512952 285426 17759475 13481625 3776181 501669 904833 700403 181519 22911 3588109 2780681 715990 91438 1313764 984880 282415 46469 23200 4560 18355 285 49369 49369 73278 9200 63936 142 39109 23322 15428 359 822840 618033 132540 72267 216767 11861 68759 136147 1486393 1254550 160021 71822 768569 516388 218063 34118 3193886 2569190 610070 14626 75593 29425 45430 738 192478 111631 78557 2290 540491 435640 104010 841 5835337 4703313 1106325 25699 360791 290801 68402 1588 CAFETERIA 1149180 998789 148583 1808 INSTRUCTIONAL & STUDENT 429595 429595 624273 166266 343593 114414 43986905 33861350 8700498 1425057 3145606 7927269 2889614 3392963 5616205 2550334 640165 347556 88518 97544 364971 320020 190415212 69615651 120002639 120799561 49250208 60675235 21538133 31829866 89250 72250 0 31538608 203625309 259551206 2642671 4718548 1289037 1523307 23287019 24000943 210267 136099 0 31538608 27428994 61917505 X 135018562 148782812 41177753 48850889 176196315 197633701 203625309 259551206 6054656 15172165 210565 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X ROTATING DISPLAY FOR STUDENTS 0 70157546 5091144 19754972 3156617 91847045 70285677 221956 2796787 3146874 70157546 72151520 298407 987171 3151421 70285677 70716739 52000 4825739 3442958 72151520 66973897 323236 6429700 3010094 70716739 0.50009 0.32765 0.17226 0 0 9689404 9689404 153521329 54308344 99212985 20033498 15307307 4726191 7170981 7170981 120799561 CASH SUR. VALUE LIFE INS. 658056 F FIXED INCOME 6401621 F INVESTMENTS MEASURED AT NAV 24770189 F 31829866 CONTRACTUAL TUITION AND FEES RECEIVABLE 31538608 31538608 CONTRACTUAL UNEARNED TUITION AND FEES 31538608 31538608 X 61718675 15172165 210565 15382730 46335945 204157 3501459 3705616 50041561 40281289 0 40281289 204157 3501459 3705616 43986905 PART III, LINE 1A: THE ORGANIZATION DOES NOT HAVE A FOOTNOTE RELATED TO THIS TOPIC WITHIN ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S COLLECTION IS CONSIDERED IMMATERIAL FOR FINANCIAL STATEMENT PURPOSES. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS ARE HELD WITHIN A ROTATING DISPLAY IN THE ARTS BUILDING FOR STUDENTS AND OTHERS ON CAMPUS IN THE BUILDING. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES 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 MAY 31, 2021 AND 2020, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE CONSIDERED NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 3,761,684. FUNDRAISING EXPENSE -260,225. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 3,761,684. FUNDRAISING EXPENSE -260,225. 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 ORGANIZATION'S WEBSITE STATES THAT THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, CREED OR RELIGION. ADMISSIONS BROCHURES MAKE SIMILAR STATEMENTS. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 3088000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 184000 0 0 0 0 0 0 3272000 0 3272000 1 0 0 0 1 0 PART III ACCOUNTING METHOD: TIGERNITE 458203 244424 213779 15580 169550 8705 10658 9285 GOLF TOURNAMENT 53352 6906 46446 2969 39923 2318 1237 511555 251330 260225 15580 172519 39923 11023 10658 10522 260225 0 1 FINANCIAL AID 178 3736979 FMV DIRECT CREDIT TO STUDENT ACCOUNT SUMMER PROGRAM GRANT 2 2000 FMV PART I, LINE 2: STUDENT'S TUITION IS DIRECTLY REDUCED BY SCHOLARSHIP GRANTED. THE SCHOOL AWARDS AID TO WORTHY STUDENTS BASED SOLELY ON FINANCIAL NEED. AN OUTSIDE SERVICE REVIEWS THE APPLICATIONS FOR FINANCIAL AID AND RECOMMENDS THE MAXIMUM AMOUNT OF ASSISTANCE FOR EACH APPLICANT. THE SCHOOL'S FINANCIAL COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES THE AWARD. X X 1 1 X X X 0 1 0 1 0 1 0 0 0 DAVID BRAEMER HEAD OF SCHOOL 500611 0 46419 0 1628 0 19950 0 167494 0 736102 0 0 0 RICHARD BOWERS ATHLETIC DIRECTOR 343042 0 153913 0 1903 0 19950 0 9069 0 527877 0 0 0 RAHIM BATTEN ASSOC DIRECTOR OF ADMISSION, HEAD FO 170104 0 71707 0 2129 0 11126 0 50616 0 305682 0 0 0 VIRGIL HERRING DIRECTOR OF GOLF 208664 0 152 0 438 0 4764 0 37197 0 251215 0 0 0 NOWELL HESSE HEAD OF HIGH SCHOOL 196111 0 152 0 1157 0 12533 0 43074 0 253027 0 0 0 CHRISTIAN BAHR DIRECTOR OF AQUATICS 195761 0 152 0 1323 0 10242 0 31746 0 239224 0 0 0 WHITNEY JOHNSON CFO 205131 0 152 0 1127 0 13974 0 9201 0 229585 0 0 0 PART I, LINE 1A DAVID BRAEMAR RECEIVED NONTAXABLE HOUSING BENEFITS OF $120,000 FOR ON CAMPUS HOUSING WHERE HE IS REQUIRED TO LIVE AS A CONDITION OF HIS EMPLOYMENT FOR THE CONVENIENCE OF THE SCHOOL. THESE AMOUNTS ARE INCLUDED IN PART II, COLUMN (D). DAVID BRAEMER RECEIVES A GROSS-UP PAYMENT FOR THE OTHER 50% TUITION REMISSION FOR HIS CHILD. PART I, LINE 4B RICHARD BOWERS PARTICIPATES IN A 457(F) PLAN. IN CALENDAR YEAR 2020, $75,000 WAS ACCRUED AND VESTED TO THE PLAN. PART I, LINE 5 VIRGIL HERRING IS TO BE PAID A PERCENTAGE OF GROSS REVENUE FROM ANY PRIVATE LESSONS HE PROVIDES, PAYABLE ON A BIWEEKLY BASIS. PART I, LINE 6 CHRISTIAN BAHR IS TO BE PAID A PERCENTAGE OF NET REVENUE FROM THE SCHOOL'S SWIM LESSON PROGRAM ON A QUARTERLY BASIS. VIRGIL HERRING IS TO BE PAID A PERCENTAGE OF NET REVENUE FROM ALL OF THE SCHOOL'S PROGRAMS AND ACTIVITIES RELATED TO THE ENSWORTH GOLF CENTER, PAYABLE ON A QUARTERLY BASIS. A HEALTH AND ED FAC BD OF THE METROPOLITAN GOV'T OF NASHVILLE & DAVIDSON CO 626139016 2020-01-24 42520000 TO REFUND SERIES 2016 BONDS AND FINANCE BUILDING PROJECTS 0 0 0 A 517893 42520000 306331 1390703 23113669 17709297 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 1 X 17 628877 FMV X 2 1766 FMV X SPECIAL EVENTS - GIFTS & EVENT TICKETS 207 172576 FMV X PIANO 1 4200 FMV 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: ENSWORTH SCHOOL USES EITHER CHARLES SCHWAB OR GOLDMAN SACHS FOR SALE OF STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B CERTAIN EMPLOYEES OF THE SCHOOL, INCLUDING THE DIRECTOR OF FINANCE, REVIEW THE FORM 990 PRIOR TO FILING TO VERIFY ALL INFORMATION CONTAINED THEREIN IS COMPLETE AND ACCURATE. A COPY OF FORM 990 IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS AND SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY. WHEN A CONFLICT OF INTEREST ARISES, THE TRUSTEE IS REQUIRED BOTH TO DISCLOSE FULLY THE CIRCUMSTANCES OF THE CONFLICT TO THE GOVERNANCE COMMITTEE AND TO ABSTAIN FROM PARTICIPATION OR DECISION-MAKING IN CONNECTION WITH ANY TRANSACTION GIVING RISE OR OTHERWISE RELATING TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED BY REVIEW OF RELEVANT INFORMATION BY A COMMITTEE OF THE BOARD OF TRUSTEES. THE OFFICER'S SALARY, AND CHANGES, INCLUDING ANNUAL INCREASES, ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 SELECTED FINANCIAL INFORMATION IS AVAILABLE ON ORGANIZATION'S WEBSITE AND OTHER NON-PROFIT WEBSITES. ALL REQUIRED INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.