2022-05-06T11:07:09-05:00 2021-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2020-07-01 350909976 PARK TUDOR FOUNDATION INC PARK 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 MARY CASSIDY CFO 3174152700 2022-05-04 1 MARY CASSIDY 999009999 CASSE TATE P01271193 3175802000 2022-05-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARY CASSIDY 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 34018369 0 X HTTP://WWW.PARKTUDOR.ORG X 1968 IN TO CREATE AN INSPIRING COLLEGE-PREPARATORY LEARNING ENVIRONMENT, WITH EXCEPTIONAL EDUCATORS AND EXTRAORDINARY OPPORTUNITIES, THAT PREPARES AND MOTIVATES STUDENTS TO BECOME BALANCED, CONFIDENT, AND RESOURCEFUL LIFELONG LEARNERS. 13 13 339 800 0 0 20119130 11532179 21796292 22246497 313732 190517 81857 -726 42311011 33968467 3852603 3340520 0 0 15328300 15990547 59370 52393 1029691 8639085 9543985 27879358 28927445 14431653 5041022 53141226 62976373 8693324 13985258 44447902 48991115 TO CREATE AN INSPIRING COLLEGE-PREPARATORY LEARNING ENVIRONMENT, WITH EXCEPTIONAL EDUCATORS AND EXTRAORDINARY OPPORTUNITIES, THAT PREPARES AND MOTIVATES STUDENTS TO BECOME BALANCED, CONFIDENT, AND RESOURCEFUL LIFELONG LEARNERS. 0 0 24936072 3340520 22246497 TO PROVIDE PRIVATE EDUCATION FOR 907 STUDENTS AGES 3 THROUGH GRADE 12. 24936072 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 35 0 1 339 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X MARY CASSIDY 3174152700 7200 N COLLEGE AVE INDIANAPOLIS IN 46240 JEFF KIMBELL PRESIDENT 1.00 X X 0 0 0 CATHY FERREE VICE PRESIDENT 1.00 X X 0 0 0 CARLIE IRSAY-GORDON TREASURER 1.00 X X 0 0 0 JONATHAN POLAK SECRETARY 1.00 X X 0 0 0 JUSTIN CHRISTIAN BOARD MEMBER 1.00 X 0 0 0 MARYA E JONES BOARD MEMBER 1.00 X 0 0 0 ANNA MARIA STORNIOLO BOARD MEMBER 1.00 X 0 0 0 ERSAL OZDEMIR BOARD MEMBER 1.00 X 0 0 0 ERIC GERSHMAN BOARD MEMBER 1.00 X 0 0 0 SCOTT MOOREHEAD BOARD MEMBER 1.00 X 0 0 0 DENISE CORDINGLEY BOARD MEMBER 1.00 X 0 0 0 ANDREA HAILEY BOARD MEMBER 1.00 X 0 0 0 LEIGH ANN LAUTH-O'NEILL BOARD MEMBER 1.00 X 0 0 0 GARETH VAUGHN HEAD OF SCHOOL 40.00 X 346961 0 132978 MARY CASSIDY CFO 40.00 1.00 X 167835 0 15061 SHANTS HART ASSOCIATE HEAD OF SCHOOL F 40.00 X 192680 0 18703 KELLY TELLER DIRECTOR OF DEVELOPMENT 40.00 X 147160 0 29455 BILL BISHOP FACILITIES DIRECTOR 40.00 X 123182 0 62278 KEN WEMPE MIDDLE SCHOOL DIRECTOR 40.00 X 134610 0 20192 COURTNEY WHITEHEAD FACILITIES DIRECTOR 40.00 X 122267 0 24190 JR SHELT DIRECTOR OF ENROLLMENT MANAGEMENT 40.00 X 135821 0 20301 1370516 0 323158 11 0 1 0 SHIEL SEXTON 902 N CAPITOL AVE INDIANAPOLIS IN 46204 CONSTRUCTION SERVICES 3940643 CSO ARCHITECTS PO BOX 6069 INDIANAPOLIS IN 46206 ARCHITECTURE SERVICES 829163 QUEST FMS 2500 S HIGHLAND AVE STE 250 LOMBARD IL 60148 FOOD SERVICES 766328 C H GARMONG & SON INC 3050 POPLAR STREET TERRE HAUTE IN 478032663 CONSTRUCTION SERVICES 609808 NORTH MECHANICAL SERVICES INC 2627 N EMERSON AVE INDIANAPOLIS IN 46218 MAINTENANCE 433184 12 7850 2440000 2949194 6135135 74665 11532179 TUITION AND FEES 611600 20601563 20601563 OTHER EDUCATIONAL PROGRAMS 611600 1320025 1320025 SUMMER PROGRAMS 611600 303967 303967 ADMISSIONS TESTING 611600 14350 14350 ENROLLMENT FEES 611600 6592 6592 22246497 190517 190517 816 -816 -816 -816 0 7850 1224 -1224 -1224 47205 47862 -657 -657 VENDING/CONCESSION 611600 1971 1971 1971 33968467 22246497 0 189791 3340520 3340520 893042 70313 726267 96462 11259525 9608456 1178489 472580 944913 787113 125673 32127 2045740 1741182 210304 94254 847327 705823 112695 28809 93290 93290 25150 25150 52393 52393 63350 63350 143025 2992 138038 1995 434176 326535 96447 11194 290036 261868 19718 8450 2052770 1991888 37295 23587 19071 18118 572 381 48691 35941 12750 6930 6930 1746058 1711138 26190 8730 303657 297584 4555 1518 LOSS ON ABANDONMENT OF 1787768 1752012 26817 8939 EDUCATIONAL EXPENSE 1199105 1189425 4840 4840 FOOD EXPENSE 924507 924507 ADINISTRATIVE EXPENSES 212088 1259 29372 181457 194313 169398 22940 1975 28927445 24936072 2961682 1029691 12488912 17209159 11528495 6597807 282758 191109 36327 5128 526043 628581 71292258 34496739 24314774 36795519 3963917 1549070 53141226 62976373 2601299 4312084 6012133 7179803 79892 2493371 8693324 13985258 X 26821844 29485819 17626058 19505296 44447902 48991115 53141226 62976373 X 5041022 -497809 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 68096521 753162 21641653 2846399 87644937 70714858 229514 1247811 4095662 68096521 71904824 1153179 1927183 4270328 70714858 78901354 2701342 6367457 16065329 71904824 75532617 696766 7553774 4881801 78901354 0.75168 0.14908 0.09924 0 1 1 1834507 1834507 39248195 22853116 16395079 9937382 8835594 1101788 20272174 2808029 17464145 36795519 BONDS PAYABLE 2493371 2493371 X 30696625 20000 48678 68678 30627947 3340520 3340520 33968467 25655603 20000 48678 68678 25586925 3340520 3340520 28927445 PART V, LINE 4: TO SUPPORT PARK TUDOR FOUNDATION PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX IN FISCAL YEARS 2021 AND 2020. THE FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2018. MANAGEMENT BELIEVES THAT THE FOUNDATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 816. COST OF GOODS SOLD 47,862. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND SCHOLARSHIPS 3,340,520. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 816. COST OF GOODS SOLD 47,862. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND SCHOLARSHIPS 3,340,520. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PARK TUDOR INCLUDES THE NON DISCRIMINATION CLAUSE IN ALL PUBLICATIONS AND ADVERTISEMENTS. X X X X X X 1 JOHNSON GROSSNICKLE & ASSOC 29 S PARK BLVD GREENWOOD IN 46143 FEASIBILITY STUDY 0 0 52393 -52393 52393 -52393 1 MERIT SCHOLARSHIPS 103 393820 VALUED DOLLAR FOR DOLLAR; NO CASH IS ISSUED TO THE RECIPIENT. THE AMOUNT AWARDED IS DIRECTLY CREDITED TO THE ACCOUNT WITH PARK TUDOR. NO CASH IS DIRECTLY RECEIVED. FINANCIAL AID ASSISTANCE 249 2946700 VALUED DOLLAR FOR DOLLAR; NO CASH IS ISSUED TO THE RECIPIENT. THE AMOUNT AWARDED IS DIRECTLY CREDITED TO THE ACCOUNT WITH PARK TUDOR. NO CASH IS DIRECTLY RECEIVED. PART I, LINE 2: WHEN A STUDENT IS AWARDED FINANCIAL ASSISTANCE THE STUDENT'S ACCOUNT IS DIRECTLY CREDITED FOR THE AWARDED AMOUNT; THEREFORE, THE MONEY AWARDED IS BEING USED FOR ITS INTENDED PURPOSE. X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 GARETH VAUGHN HEAD OF SCHOOL 345182 0 0 0 1779 0 46871 0 86107 0 479939 0 0 0 SHANTS HART ASSOCIATE HEAD OF SCHOOL F 192125 0 0 0 555 0 15356 0 3347 0 211383 0 0 0 BILL BISHOP FACILITIES DIRECTOR 122001 0 0 0 1181 0 9746 0 52532 0 185460 0 0 0 MARY CASSIDY CFO 166608 0 0 0 1227 0 13314 0 1747 0 182896 0 0 0 KELLY TELLER DIRECTOR OF DEVELOPMENT 146335 0 0 0 825 0 11692 0 17763 0 176615 0 0 0 JR SHELT DIRECTOR OF ENROLLMENT MANAGEMENT 135360 0 0 0 461 0 10814 0 9487 0 156122 0 0 0 KEN WEMPE MIDDLE SCHOOL DIRECTOR 131741 0 0 0 2869 0 10022 0 10170 0 154802 0 0 0 PART I, LINE 4B THE HEAD OF SCHOOL PARTICIPATES IN A 457 PLAN. HOUSING, PERSONAL SERVICES AND SOCIAL CLUB DUES ARE PROVIDED FOR THE HEAD OF THE SCHOOL. 9 RECIPIENTS BOARD MEMBERS & RELATED PARTIES HAD CHILD/GRANDCHILD RECEIVE FINANCIAL AID 177700 FINANCIAL AID FINANCIAL AID 12 RECIPIENTS BOARD MEMBERS & RELATED PARTIES HAD CHILD/GRANDCHILD RECEIVE SCHOLARSHIPS 45970 MERIT SCHOLARSHIPS MERIT SCHOLARSHIPS X 1 50665 FAIR MARKET VALUE X PIANO 1 24000 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FULL RETURN IS PROVIDED TO AND REVIEWED BY THE CFO, HEAD OF SCHOOL, BOARD CHAIR AND FINANCE COMMITTEE. AFTER THE BOARD CHAIR AND FINANCE COMMITTEE REVIEW THE RETURN, A COPY OF THE RETURN WITH THE NAMES OF THOSE DONORS WHO WISH TO REMAIN ANONYMOUS REDACTED FROM SCHEDULE B IS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED AND SIGNED BY EACH MEMBER OF THE BOARD ANNUALLY. THE SUBMISSIONS ARE THEN REVIEWED BY THE ASSISTANT TO THE HEAD OF SCHOOL TO MONITOR AND MITIGATE CONFLICT ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BASED UPON A PERFORMANCE REVIEW CONDUCTED BY THE BOARD OF DIRECTORS. THE HEAD OF SCHOOL'S COMPENSATION DECISIONS ARE DETERMINED BY THE PRESIDENT AND VICE PRESIDENT OF THE BOARD. PRIOR TO ENTERING INTO A NEW CONTRACT, THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED BY AN INDEPENDENT PARTY. COMPENSATION OF OFFICERS IS DETERMINED BY THE HEAD OF SCHOOL BASED UPON A PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS AND POLICIES ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: TRANSFER OF EQUITY TO PARK TUDOR TRUST -497,809. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. PARK TUDOR TRUST 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 SUPPORT OF PARK TUDOR FOUNDATION IN 501(C)(3) LINE 12A, I PARK TUDOR FOUNDATION 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 PARK TUDOR TRUST R 497809 FMV PARK TUDOR TRUST C 2440000 FMV PARK TUDOR TRUST E 721170 FMV PARK TUDOR TRUST N 0 PARK TUDOR TRUST O 0