2022-05-16T18:22:36-05:00 2021-06-30 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2020-07-01 541780628 AD FONTES EDUCATIONAL TRUST ADFO 7036731145 15452 LEE HIGHWAY CENTREVILLE VA 201202127 RICHARD LEED TREASURER 7036731145 2022-05-16 1 RICHARD LEED 999009999 OLIVIA A HUTTON CPA P00964688 5406623417 2022-05-16 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z AD FONTES ACADEMY BETH STRACHAN 15452 LEE HIGHWAY CENTREVILLE VA 201202127 3222626 0 X WWW.ADFONTES.COM X 1995 VA SUPPORT FOR CHRISTIAN BASED EDUCATION PROGRAMS. PROVIDE A SCHOOL FOR CHRISTIAN BASED EDUCATION. 10 9 53 75 0 0 236509 626393 2260346 2596211 -103 22 0 0 2496752 3222626 362510 432496 0 0 1514771 1523150 3000 0 24653 619268 823804 2499549 2779450 -2797 443176 1425047 1304412 1620318 1056507 -195271 247905 THE AD FONTES MISSION IS TO GLORIFY GOD BY ASSISTING CHRISTIAN PARENTS IN EQUIPPING THEIR CHILDREN TO BE SERVANT LEADERS THROUGH A CLASSICAL EDUCATION BASED ON ETERNAL BIBLICAL TRUTH. 0 0 2567939 432496 2596211 SUPPORT CHRISTIAN BASED EDUCATION PROGRAMS, INCLUDING OPERATION OF A K-12 SCHOOL, WHICH PROVIDED A CHRISTIAN BASED EDUCATION TO 217 STUDENTS FOR THE 2020/2021 SCHOOL YEAR. 2567939 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 6 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JULIE JEFFREY 7036731145 15452 LEE HIGHWAY CENTREVILLE VA 20120 JENNIFER ELKHOURI PAST CHAIRMAN 3.00 X X 0 0 0 SARAH MOUTON CHAIRMAN 3.00 X X 0 0 0 ROB BALL VICE CHAIR 3.00 X X 0 0 0 RICHARD LEED TREASURER 3.00 X X 0 0 0 JASON MOORE SECRETARY 1.00 X X 0 0 0 SAM COX TRUSTEE 1.00 X 5500 0 0 PATRICK HARDERS TRUSTEE 1.00 X 0 0 0 NANMARIE HOCKSTRA TRUSTEE 1.00 X 0 0 0 DEAN LUCKENBAUGH PRESIDENT 50.00 X X 117345 0 12500 KEVAN HAYES TRUSTEE 1.00 X 0 0 0 122845 0 12500 1 0 0 0 0 291000 335393 16770 626393 TUITION AND FEES 611110 2529280 2529280 STUDENT ACTIVITY FEES 611710 66931 66931 2596211 22 22 3222626 2596211 0 22 432496 432496 120860 24172 84602 12086 1260324 1216929 37315 6080 36734 33155 3110 469 105232 94981 8908 1343 15073 15073 5480 5480 32370 32370 24605 24605 99516 98686 830 3845 3845 236267 236267 20513 20513 30645 30645 74989 74989 20166 20166 CLASSROOM AND CURRICULU 74592 74592 SCHOOL EVENTS AND EXTRA 43287 43287 BAD DEBT EXPENSE 41060 41060 COVID EXPENSES 37699 37699 63697 63697 2779450 2567939 186858 24653 407057 360319 5692 6784 1245562 323185 981080 922377 31218 14932 1425047 1304412 8025 11752 86725 20501 458336 103037 516501 284517 550731 636700 1620318 1056507 X -195271 247905 -195271 247905 1425047 1304412 443176 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 660761 97049 563712 542844 199045 343799 41957 27091 14866 922377 DEFERRED TUITION AND FEES 636700 636700 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NOTIFICATION HAS BEEN MADE ON THE WEBSITE AND HANDBOOKS. 1 TUITION REDUCTION/FINANCIAL AID 79 432496 REDUCTION FROM PUBLISHED TUITION CHARGES SEE DESCRIPTION BELOW IN PART IV PART III (F) NON-CASH ASSISTANCE: REDUCED TUITION IS CHARGED TO FAMILIES WHO QUALIFY, BASED ON AN EVALUATION CONDUCTED BY FACTS, AN INDEPENDENT ORGANIZATION THAT PROVIDES AN OBJECTIVE FINANCIAL NEEDS ASSESSMENT. FINANCIAL AID/TUITION REDUCTION IS PROVIDED TO QUALIFIED STUDENTS/FAMILIES WHO DO NOT HAVE THE FINANCIAL RESOURCES TO PAY FULL TUITION. A TUITION DISCOUNT IS ALSO PROVIDED TO FAMILIES WITH MORE THAN ONE STUDENT ATTENDING THE SCHOOL. JENNIFER ELKHOURI BOARD MEMBER FOR PORTION OF YEAR INVESTMENT IN FACILITY X 10000 14100 0 1 1 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR INVESTMENT IN FACILITY X 5000 6401 0 1 1 20501 INTERESTED PERSONS INTERESTED PERSONS 12500 TUITION DISCOUNTS PER FINANCIAL AID, MULTI-STUDENT AND FULL PAY POLICIES ROBIN LUCKENBAUGH SPOUSE OF SCHOOL PRESIDENT 32850 EMPLOYEE COMPENSATION PAYMENTS 0 JESSICA MOORE WIFE OF BOARD MEMBER 54000 EMPLOYEE COMPENSATION PAYMENTS 0 SARAH LEED WIFE OF BOARD MEMBER 8144 EMPLOYEE COMPENSATION PAYMENTS 0 FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW (BY BOARD BEFORE FILING) - DESCRIPTION OF STEPS TAKEN I. ONCE THE 990 IS PREPARED, IT IS SENT ELECTRONICALLY TO ALL TRUSTEES. II. ALL TRUSTEES ARE RESPONSBILE TO REVIEW THE FORM 990, TAKING THIS OPPORTUNITY TO PROVIDE THE ORGANIZATION WITH ESSENTIAL, HANDS-ON LEADERSHIP. III. THE TRUSTEES SEND WRITTEN COMMENTS REGARDING FORM 990 OR A SIMPLE STATEMENT OF APPROVAL TO THE BOARD TREASURER. IV. THE TREASURER SENDS COPIES OF ALL COMMUNICATION FROM THE TRUSTEES TO THE BUSINESS MANAGER. THESE COPIES ARE RETAINED WITH THE ORGANIZATION'S COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - DESCRIPTION FO COMPLIANCE MONITORING I. ANY AFET TRUSTEE OR OFFICER OR EMPLOYEE WHO WANTS TO SPEND OR OTHERWISE OBLIGATE AFET'S RESOURCES AND WHO STANDS TO BENEFIT FROM THE RESULTING TRANSACTION HAS A DUTY TO FIRST DISCLOSE THAT CONFLICT OF INTEREST TO THE AFET BOARD OF TRUSTEES. THE DISCLOSURE SHOULD BE MADE VIA THE CHAIRMAN OF THE BOARD OF TRUSTEES, OR IN HIS OR HER ABSENCE, VIA THE VICE CHAIRMAN OF THE BOARD. II. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST THE BOARD OF TRUSTEES SHALL DISCUSS THE MATTER AND DETERMINE BY VOTE WHETHER A CONFLICT OF INTEREST EXSISTS AND, IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFICT IN KEEPING WITH GOD-HONORING, ETHICAL OVERSIGHT, AND WITH THE GOAL OF PROTECTING AFET'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE, WITHOUT THE PRESENCE OR THE VOTE OF ANY INTERESTED TRUSTEE. III. NO MEMBER OF THE BOARD OF TRUSTEES OR OFFICER SHALL PARTICIPATE IN ANY DISCUSSION AT A BOARD MEETING OR VOTE ON ANY MATTER IN WHICH HE OR SHE OR A MEMBER OF HIS IMMEDIATE FAMILY HAS POTENTIAL CONFLICT OF INTEREST DUE TO HAVING MATERIAL ECONOMIC INVOLEMENT REGARDING THE MATTER BEING DISCUSSED. WHEN SUCH A SITUATION PRESENTS ITSELF THE TRUSTEE MUST ANNOUNCE HIS OR HER POTENTIAL CONFLICT OF INTEREST TO THE BOARD, DISQUALIFY HIMSELF OR HERSELF, AND BE EXCUSED FROM THE BOARD MEETING UNTIL DISCUSSION IS COMPLETED AND A DECISION REGARDING THE MATTER IS MADE BY NON-BIASED, DISINTERESTED TRUSTEES. THE ONLY EXCEPTION IS THAT HE OR SHE MAY BE CALLED UPON BY THE PRESIDING OFFICER OF THE BOARD MEETING TO PROVIDE CLARIFYING INFORMATION, UNLESS A DISINTERESTED TRUSTEE OBJECTS, IN WHICH CASE A DECISION WILL BE MADE BY MAJORITY VOTE OF THE BOARD TO EXCLUDE OR PERMIT THE CLARIFYING INFORMATION. IV. UPON COMMENCEMENT OF THEIR SERVICE, A COPY OF THIS POLICY SHALL BE GIVEN TO ALL TRUSTEES AND OFFICERS AND EMPLOYEES WHO ARE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING OR OTHERWISE MANAGING AFET'S RESOURCES. AT THAT TIME, THEY SHALL SIGN AND DATE THAT THEY HAVE READ AND UNDERSTOOD THE POLICY AND DISCLOSE IN WRITING ANY EXCEPTIONS TO THE POLICY OF WHICH THEY ARE AWARE. FORM 990, PART VI, SECTION C, LINE 19 AD FONTES EDUCATIONAL TRUST WILL REVIEW AND RESPOND TO REQUESTS FROM THE PUBLIC FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS IN ACCORDANCE WITH APPLICABLE STATE AND FEDERAL LAWS.