2022-05-16T09:29:36-05:00 2021-06-30 060903326 WHITTLESEY PC 14 BOBALA RD HOLYOKE MA 01040 990 2020-07-01 042163044 STONELEIGH-BURNHAM SCHOOL STON 4137742711 574 BERNARDSTON ROAD GREENFIELD MA 01301 MARY MALONEY CHAIR 4137742711 2022-04-28 1 MARY MALONEY 999009999 THOMAS DOWLING P01232667 4135363970 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEPHANIE LUEBBERS 574 BERNARDSTON ROAD GREENFIELD MA 01301 8504707 0 X SBSCHOOL.ORG X 1869 MA ACADEMIC COMMUNITY THAT INSPIRES GIRLS TO PURSUE MEANINGFUL LIVES BASED ON HONOR AND RESPECT. 18 17 128 0 0 0 1009048 3208899 7970468 4572614 119790 192244 82780 84250 9182086 8058007 2856836 1740572 0 0 4126438 3741722 0 0 858371 2031535 1825461 9014809 7307755 167277 750252 9370196 10415882 4373040 4283210 4997156 6132672 STONELEIGH-BURNHAM SCHOOL IS AN ACADEMIC COMMUNITY THAT FOSTERS AN INTERNATIONAL PERSPECTIVE. WE INSPIRE GIRLS TO PURSUE MEANINGFUL LIVES BASED ON HONOR, RESPECT AND INTELLECTUAL CURIOSITY. 0 0 5531543 1740572 4771527 STONELEIGH-BURNHAM SCHOOL IS AN ACADEMIC COMMUNITY THAT FOSTERS AN INTERNATIONAL PERSPECTIVE. STONELEIGH-BURNHAM SCHOOL OFFERS THE INTERNATIONAL BACCALAUREATE (IB) DIPLOMA. IN ADDITION, STONELEIGH-BURNHAM HAS AN EQUESTRIAN PROGRAM OFFERING THE BRITISH HORSE SOCIETY (BHS) CERTIFICATION. EACH STUDENT IS CHALLENGED TO DISCOVER HER BEST SELF AND GRADUATE WITH CONFIDENCE TO THINK INDEPENDENTLY AND ACT ETHICALLY, SECURE IN THE KNOWLEDGE THAT HER VOICE WILL BE HEARD. 5531543 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X BRYANT MORGAN 4137742711 574 BERNARDSTON ROAD GREENFIELD MA 01301 SUSANNAH WELLS TRUSTEE 1.00 X 0 0 0 SHARON LEWIS GAFFEY TRUSTEE 1.00 X 0 0 0 LYNN SCHULTZ KEHOE CHAIR 1.00 X X 0 0 0 LESLIE POWERS TRUSTEE 1.00 X 0 0 0 LAURA B RICHARDS TRUSTEE 1.00 X 0 0 0 JUNE COOLIDGE SCOTT TRUSTEE 1.00 X 0 0 0 KATE STROUSSE EX-OFFICIO 1.00 X 0 0 0 JENNIFER EREMEEVA SECRETARY 1.00 X X 0 0 0 DR MARY MALONEY VICE-CHAIR 1.00 X X 0 0 0 DR DENISE BRUNER TRUSTEE 1.00 X 0 0 0 DARCY TARBELL TRUSTEE 1.00 X 0 0 0 STEPHANIE KROTH TRUSTEE 1.00 X 0 0 0 BARBARA MAYO LLEWELLYN TRUSTEE 1.00 X 0 0 0 ANNETTE CAZENAVE TREASURER 1.00 X X 0 0 0 ANNE QUANTRELL DENNEN TRUSTEE 1.00 X 0 0 0 ALLISON PORTER TRUSTEE 1.00 X 0 0 0 BRUCE WILLIAM SCOTT TRUSTEE 1.00 X 0 0 0 STEPHANIE LUEBBERS HEAD OF SCHOOL 40.00 X 179598 0 17262 ROBERT BRAININ DIRECTOR OF FINANCE (FORMER) 40.00 X 100109 0 9514 279707 0 26776 2 0 1 0 HENRY C KOCOT & SONS INC 126 WHATELY ROAD SOUTH DEERFIELD MA 01373 CONSTRUCTION 222417 MOWRY & SCHMIDT INC 15 POWER CT GREENFIELD MA 01301 CONSTRUCTION 172128 2 730000 2478899 3208899 TUITION,ROOM & BOARD 900099 4300290 4300290 FEES & SERVICES 611710 151007 151007 RIDING PROGRAM 611710 116423 116423 SUMMER PROGRAM 611710 4894 4894 4572614 77581 77581 548741 434078 114663 114663 114663 6188 12622 -6434 -6434 MISCELLANEOUS REVENUE 900099 90684 90684 90684 8058007 4771527 0 77581 1740572 1740572 196860 177174 19686 2950508 2138870 317197 494441 108837 68299 19249 21289 239513 212746 14913 11854 246004 172399 33699 39906 19250 19250 167342 52785 81053 33504 148717 4537 144180 22651 1404 1195 20052 104492 84396 7823 12273 458318 446523 9896 1899 24330 3639 188 20503 47943 47943 319186 315164 2681 1341 142587 142587 RIDING 134194 134194 TRAINING 82428 28269 16716 37443 FOOD SERVICES 72242 72242 MISCELLANEOUS EXPENSES 41480 15203 26277 40301 40301 7307755 5531543 917841 858371 4639 4499 1846898 2516151 149260 549019 15350 24858 47300 36284 86084 106342 13100152 9297362 3878849 3802790 3341816 3375939 9370196 10415882 274594 344807 65810 258335 1728872 1611022 2303764 2069046 4373040 4283210 X 1129006 1166146 3868150 4966526 4997156 6132672 9370196 10415882 750252 430895 -45631 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2968939 22374 560491 175865 3375939 2938925 69510 110004 149500 2968939 2314927 640391 149315 165708 2938925 2201256 147734 91429 125492 2314927 2105122 105627 117002 126495 2201256 0.83700 0.16300 0 0 138243 138243 9682751 7015372 2667379 1240610 975551 265059 2038548 1306439 732109 3802790 ADVANCE TUITION DEPOSITS 1338598 REFUNDABLE ADVANCE - PAYCHECK PROTECTION PROGRAM 730448 2069046 6702699 430895 430895 6271804 45631 1740572 1786203 8058007 5567183 0 5567183 1740572 1740572 7307755 PART V, LINE 4: INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS STONELEIGH-BURNHAM SCHOOL USES THE ENDOWMENT FUNDS TO SUPPORT THE GENERAL OPERATIONS OF THE SCHOOL. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION REMISSION 1,740,572. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION REMISSION 1,740,572. 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 DISPLAYS ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS PUBLICLY ACCESSIBLE WEBSITE. 1 SCHOLARSHIPS FOR ATTENDING STONELEIGH-BURNHAM 73 1740572 FORM 990, SCHEDULE I, PAGE 1, PART 1, QUESTION 2 PROCESS FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES STONELEIGH-BURNHAM SCHOOL AWARDS SCHOLARSHIPS TO QUALIFYING STUDENTS AS A REDUCTION OF THEIR TUITION. THE SCHOOL CLOSELY MONITORS THE PROGRESS OF THE STUDENTS AND TRACKS MONTHLY THE PAYMENTS MADE TOWARD THEIR OUTSTANDING ACCOUNT BALANCE. X 1 1 X X X 0 0 0 0 0 0 0 0 0 STEPHANIE LUEBBERS HEAD OF SCHOOL 179598 0 0 0 0 0 0 0 17262 0 196860 0 0 0 PART I, LINE 1A RESIDENCE FOR PERSONAL USE STEPHANIE LUEBBERS, HEAD OF SCHOOL, WAS PROVIDED A RESIDENCE FOR PERSONAL USE. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990 THE FORM 990 IS PRESENTED TO AND REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ON-GOING BASIS THROUGHOUT THE YEAR. EACH POTENTIAL CONFLICT OF INTEREST IS REPORTED TO THE BOARD OF TRUSTEES AND THE BOARD DETERMINES HOW TO PROCEED. EACH MEMBER OF THE BOARD OF TRUSTEES AND EACH COMMITTEE MEMBER WHO IS NOT A TRUSTEE ANNUALLY RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY FOR SIGNATURE AND RETURNS A SIGNED COPY TO THE CHAIR BEFORE THE CONCLUSION OF THE BOARD MEETING HELD IMMEDIATELY FOLLOWING DISTRIBUTION OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING COMPENSATION OF THE HEAD OF SCHOOL THE EXECUTIVE COMMITTEE DRAFTS THE CONTRACT AND COUNSEL REVIEWS IT. THE CONTRACT IS THEN SIGNED BY THE CHAIR OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF GOVERNING DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF THE INTERESTED PARTY. FORM 990, PART XII, LINE 2C: NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS IN THE CURRENT YEAR.