2022-05-06T08:21:40-05:00 2021-06-30 251638525 GROSSMAN YANAK & FORD LLP THREE GATEWAY CTR STE 1800 PITTSBURGH PA 15222 990 2020-07-01 251030691 WINCHESTER THURSTON SCHOOL WINC 4125787500 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 DR SCOTT D FECH PHD HEAD OF SCHOOL 4125787500 2022-05-05 1 DR SCOTT D FECH PHD 999009999 RICHARD E DYNOSKE P00095538 4123389300 2022-05-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR SCOTT D FECH PHD 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 27671338 0 X WWW.WINCHESTERTHURSTON.ORG X 1949 PA THE ORGANIZATION IS A COLLEGE-PREPARATORY, INDEPENDENT, NON-SECTARIAN, DAY SCHOOL SERVING BOYS AND GIRLS IN PRE-KINDERGARTEN THROUGH GRADE 12. THE SCHOOL ENGAGES EACH STUDENT IN A CHALLENGING AND INSPIRING LEARNING PROCESS THAT DEVELOPS THE MIND, MOTIVATES THE PASSION TO ACHIEVE, AND CULTIVATES THE CHARACTER TO SERVE. 29 28 268 75 0 0 1460290 4623668 19814884 17964306 978290 1325878 6968 47756 22260432 23961608 4044207 4319390 0 0 12189303 12136054 0 0 679139 6206195 5299375 22439705 21754819 -179273 2206789 42551186 52269665 14028770 19056604 28522416 33213061 WINCHESTER THURSTON SCHOOL ENGAGES EACH STUDENT IN A CHALLENGING AND INSPIRING LEARNING PROCESS THAT DEVELOPS THE MIND, MOTIVATES THE PASSION TO ACHIEVE, AND CULTIVATES THE CHARACTER TO SERVE. 0 0 8537438 17964306 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 632 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH TWELVE GRADE. 4319390 4319390 FINANCIAL AID TO APPROXIMATELY 255 STUDENTS 2041050 OPERATION AND MAINTENANCE OF PLANT FACILITIES 14897878 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 47 0 1 268 1 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JULIA POSTERARO 4125787500 555 MOREWOOD AVE PITTSBURGH PA 152132899 PAUL ROSENBLATT PRESIDENT 3.00 X X 0 0 0 KRISTEN A BURNS VICE PRESIDENT 3.00 X X 0 0 0 PHILIP T SWEENEY VICE PRESIDENT 3.00 X X 0 0 0 ABIGAIL ROBINSON FOSTER VICE PRESIDENT 3.00 X X 0 0 0 HENRY S BEUKEMA SECRETARY 3.00 X X 0 0 0 KENNETH M LEHN TREASURER 3.00 X X 0 0 0 SCOTT FECH HEAD OF SCHOOL 40.00 X X 330450 0 47563 MANNY CAHOUET-ROTONDI TRUSTEE 3.00 X 0 0 0 TIFFANY SIZEMORE TRUSTEE 3.00 X 0 0 0 KELLY HANNA RILEY TRUSTEE 3.00 X 0 0 0 SHARON SEMENZA TRUSTEE 3.00 X 0 0 0 KURT C SMALL TRUSTEE 3.00 X 0 0 0 JIAN-GANG JIMMY ZHU TRUSTEE 3.00 X 0 0 0 KERRY BRON TRUSTEE 3.00 X 0 0 0 PHYLLIS COONTZ TRUSTEE 3.00 X 0 0 0 ILLAH NOURBAKHSH TRUSTEE 3.00 X 0 0 0 ANDREW SANTELLI TRUSTEE 3.00 X 0 0 0 SUSAN HUNTER TRUSTEE 3.00 X 0 0 0 JENNIFER GONZALEZ MCCOMB TRUSTEE 3.00 X 0 0 0 BRANDON NICHOLSON TRUSTEE 3.00 X 0 0 0 EDWARD PERRIN TRUSTEE 3.00 X 0 0 0 KEITH RECKER TRUSTEE 3.00 X 0 0 0 ANDREW N STEWART TRUSTEE 3.00 X 0 0 0 DEBORAH ACKLIN TRUSTEE 3.00 X 0 0 0 SAVITA NARASIMHAN TRUSTEE 3.00 X 0 0 0 DAVID KAMIN TRUSTEE 3.00 X 0 0 0 JAMES ISLER TRUSTEE 3.00 X 0 0 0 BRANDILYN DUMAS TRUSTEE 3.00 X 0 0 0 JESSICA BEMER TRUSTEE 3.00 X 0 0 0 JANE ARENSBERG-THOMPSON EMERITUS 3.00 X 0 0 0 ROSANNE ISAY HARRISON EMERITUS 3.00 X 0 0 0 ELIZABETH S HURTT EMERITUS 3.00 X 0 0 0 CAROLE OSWALD MARKUS EMERITUS 3.00 X 0 0 0 HENRY POSNER III EMERITUS 3.00 X 0 0 0 JOHN CHARNEY ASSISTANT HEAD OF OPERATIO 40.00 X 126763 0 6569 M DAVID WOLLAM DIRECTOR OF FINANCE 40.00 X 147859 0 19252 ANNE FAY DIRECTOR OF UPPER SCHOOL 40.00 X 110870 0 13999 DAVID WEISBORD DIRECTOR OF COLLEGE COUNSELING 40.00 X 110966 0 30391 826908 0 117774 5 0 1 0 UPMC HEALTH PLAN 600 GRANT STREET PITTSBURGH PA 15219 HEALTH INSURANCE 1138147 COMDATA 5301 MARYLAND WAY BRENTWOOD TN 37027 PAYMENT SERVICES 597312 CENTRAL MAINTENANCE & SERVICE 61 E CRAFTON AVENUE PITTSBURGH PA 15205 JANITORIAL SERVICES 560517 HUCKESTEIN MECHANICAL SERVICES INC 1505 METROPOLITIAN STREET PITTSBURGH PA 15233 HVAC SERVICE AND MAINTENANCE 193713 ANN BEHA ARCHITECTS 33 KINGSTON STREET BOSTON MA 02111 ARCHITECTURAL SERVICES 191240 10 98990 4524678 404801 4623668 PROGRAM SERVICE REVENUE 611710 16985815 16985815 AUXILIARY ENTERPRISES 611710 913885 913885 FEE INCOME 611710 64606 64606 17964306 506001 506001 4522544 3702667 819877 819877 819877 54819 7063 47756 47756 23961608 17964306 0 1373634 4319390 4319390 9767635 6470801 2875212 421622 1690102 1139405 460957 89740 678317 447941 200474 29902 45158 45158 23859 23859 125305 36156 82991 6158 202305 196890 5415 1100574 667745 389960 42869 60152 52758 7094 300 2470 2470 354496 354496 935599 567650 331506 36443 95425 95425 GENERAL AND ADMINISTRAT 1111310 1111310 STUDENT SERVICES EXPENS 718762 718762 CLASSROOM INSTRUCTION 474833 474833 49127 2437 46690 21754819 14897878 6177802 679139 5705735 9755850 295800 2447000 225283 108098 34415 43851 166689 228983 30616438 15431728 17291461 15184710 18831803 23601173 0 900000 42551186 52269665 1770597 1645348 3546789 4091099 8315155 13041202 396229 278955 14028770 19056604 X 10706198 8522038 17816218 24691023 28522416 33213061 42551186 52269665 X 2206789 3747946 -1264090 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18831803 650886 5193326 1074842 23601173 19183452 216958 482503 1051110 18831803 18817151 426324 953116 1013139 19183452 18023789 569339 1200976 976953 18817151 15590313 1174626 2138376 879525 18023790 0.07726 0.69599 0.22675 0 0 1441781 1441781 21592998 10014940 11578058 7581659 5416788 2164871 15184710 ACCRUED INTEREST 26497 INTEREST RATE SWAP OBLIGATION 252458 278955 X 23342408 3747946 3747946 19594462 4367146 4367146 23961608 18651763 1216334 1216334 17435429 4319390 4319390 21754819 PART X, LINE 2: PART X, LINE 2: THE SCHOOL ACCOUNTS FOR UNCERTAIN TAX POSITIONS UNDER THE UNCERTAINTY IN INCOME TAXES SUBTOPIC OF THE ASC. THIS SUBTOPIC CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT PRINCIPLES FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TO BE TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE SCHOOL HAS REVIEWED ALL OPEN TAX YEARS (2018-PRESENT) AND MAJOR JURISDICTIONS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REDUCTIONS TO TUITION 4,319,390. FUNDRAISING 47,756. PART XII, LINE 2D - OTHER ADJUSTMENTS: IMPAIRMENT LOSS RESERVE 1,216,334. PART XII, LINE 4B - OTHER ADJUSTMENTS: REDUCTIONS TO TUITION 4,319,390. SCHEDULE D PART V, LINE 4: THE INCOME FROM THE ENDOWMENT IS USED PRINCIPALLY FOR FINANCIAL AID AND FACULTY DEVELOPMENT PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT INCLUDED AS AN EXPENSE ON FORM 990. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING ACTIVITIES ARE REPORTED SEPARATELY ON FORM 990. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT INCLUDED AS AN EXPENSE ON FORM 990. 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 NONDISCRIMINATORY POLICY IS PUBLISHED IN BOTH SCHOOL BROCHURES AND LOCAL PUBLICATIONS. SCHEDULE E, LINE 6: THE SCHOOL PARTICIPATES IN THE PURCHASE AND LOAN OF TEXTBOOKS AND INSTRUCTIONAL MATERIALS UNDER THE COMMONWEALTH OF PENNSYLVANIA ACTS 195 AND 90, AND THE CAPITAL ITEMS PROGRAM UNDER THE ALLEGHENY INTERMEDIATE UNIT IV.B AND TECHNOLOGY FOR SCHOOL PROGRAM UNTER TITLE III. ONLINE BENEFIT 54819 54819 5738 1325 54819 54819 5738 1325 7063 47756 1 FINANCIAL AID TO SPECIFIC STUDENTS 255 4319390 SCHEDULE I, PART I, LINE 2: THE SCHOOL MAINTAINS DETAILED RECORDS OF THE CRITERIA USED TO AWARD FINANCIAL AID TO STUDENTS ALONG WITH THE AMOUNT AWARDED. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 SCOTT FECH HEAD OF SCHOOL 275000 0 17500 0 37950 0 14000 0 33563 0 378013 0 0 0 M DAVID WOLLAM DIRECTOR OF FINANCE 147859 0 0 0 0 0 7646 0 11606 0 167111 0 0 0 A MOON INDUSTRIAL DEVELOPMENT AUTHORITY 2021-04-19 4905105 PROJECT COSTS FOR CAPITAL IMPROVEMENTS 0 0 0 A 4905105 95839 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 FIRST NATIONAL BANK 1.180000000000 1 0 0 0 0 X 11 404801 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE AUDIT COMMITTEE WHICH IS A COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. THEN, THE DRAFT IS DISTRIBUTED TO ALL TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES SIGN A STATEMENT ACKNOWLEDGING THE WRITTEN POLICY AND BOTH ARE RETAINED IN THE GOVERNING BODY FILES. THE ACKNOWLEDGEMENT STATEMENT REQUIRES REPORTING OF SUCH TRANSACTIONS TO THE HEAD OF SCHOOL AND THE BOARD OF TRUSTEES BY THE INDIVIDUAL TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15A FORM 990, PART VI, SECTION B, LINE 15A: THE BOARD OF TRUSTEES WHEN DETERMINING REASONABLE COMPENSATION FOR THE HEAD OF SCHOOL EMPLOYS A SUBCOMMITTEE OF THE BOARD COMPRISED OF INDEPENDENT VOTING MEMBERS THAT REVIEWS PERFORMANCE, CONSIDERS GATHERED DATA FROM SIMILARLY CONSTITUTED INDEPENDENT SCHOOLS LOCALLY AND NATIONALLY, AND ENGAGES AN OUTSIDE CONSULTANT. OTHER KEY EMPLOYEES HAVE COMPENSATION DETERMINED BY HEAD OF SCHOOL THAT CONSIDERS PEER GROUP COLLECTED DATA. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: THE INSTITUTION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: FUNDRAISING INCOME -47,756. IMPAIRMENT LOSS RESERVE -1,216,334. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.