2022-11-14T10:45:28-07:00 2022-06-30 990 2021-07-01 430911366 WHITFIELD SCHOOL INC WHIT 3144345141 175 South Mason Road Saint Louis MO 63141 David Lauer Director of Business & Facilities 3144151214 2022-11-14 1 11 0 AAL2 2021 2022-09-23 18:48:47Z Chris Cunningham 175 South Mason Road Saint Louis MO 63141 13352540 0 X www.whitfieldschool.org X 1968 MO Whitfield School cultivates ethical, confident, successful students in a community of innovation, collaboration, and trust. 20 20 148 200 0 0 1238611 2003077 9506263 9384467 353890 658116 1301166 231772 12399930 12277432 0 0 0 0 7332415 7472233 0 0 522921 4241849 4389603 11574264 11861836 825666 415596 30745002 28107434 9408938 8847776 21336064 19259658 Whitfield School cultivates ethical, confident, successful students in a community of innovation, collaboration, and trust. 0 0 9694794 0 9114460 Instruction - Whitfield School is an independent, coeducational, college-preparatory day school for students in grades 6-12. Located on a 25-acre campus in west St. Louis County, Whitfield's demanding academic program coupled with the support of a dedicated, world-class faculty prepares graduates for both the college experience and life beyond. With an average class size of 14, Whitfield is able to develop and maintain a community of families who value mutual respect and personal responsibility. At the center of Whitfield's mission is the commitment to character education through the Habits of Mind and Heart curriculum. The habits address six areas of human potential: ethics, scholarship, citizenship, leadership, mindfulness, and cultural competence. For the 2021-2022 school year, 433 students were enrolled. 771413 0 270007 Auxiliary Services - includes a luncheon program for 433 students and approximately 85 faculty and staff; a campus store which provides learning materials, snacks, and spirit wear; and administration of student tutoring, transportation, and housing (for international students only) programs. Salaries and taxes for tutoring personnel are reported on lines 5-10 on Part IX as instructed and are not included here. 0 0 0 10466207 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 148 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X Dave Lauer 3144151214 175 South Mason Road Saint Louis MO 63141 John Delautre Head of School 65 X 237957 0 22840 Ruth Greathouse Principal 65 0 X 169749 0 15451 Emily Klimek Director of Institutional Advancement 55 0 X 154530 0 12188 David Lauer Director of Business & Facilities 55 0 X 110199 0 17077 Michael Potsou Director of Athletics 55 0 X 106514 0 11543 Jarrett Young Middle School Director 55 0 X 103560 0 9514 Rebecca Marsh Director of Communications 55 0 X 100118 0 9370 Andy Bryan Trustee 2 0 X 0 0 0 Brian Chao Trustee 2 0 X 0 0 0 Dave Cooperstein Trustee 2 0 X 0 0 0 John Corn Trustee 2 0 X 0 0 0 Tamara Estrill-Lett Trustee 2 0 X 0 0 0 Ron Fox Chair, Board of Trustees 4 0 X 0 0 0 Michele Holton Trustee 2 0 X 0 0 0 Corey Jones Trustee 2 0 X 0 0 0 Derik King Trustee 2 0 X 0 0 0 Phillip Levy Trustee 2 0 X 0 0 0 Paul Minorini Trustee 2 0 X 0 0 0 Karen Myers Secretary, Board of Trustees 3 0 X 0 0 0 Steve Nordlund Trustee 2 0 X 0 0 0 Melissa O'Connor Trustee 2 0 X 0 0 0 Asim Raza Trustee 2 0 X 0 0 0 Dave Ressner Treasurer, Board of Trustees 3 0 X 0 0 0 Scott Rhodes Trustee 2 0 X 0 0 0 Stephen Strum Trustee 2 0 X 0 0 0 Geneen Von Kloha Trustee 2 0 X 0 0 0 James Williams Trustee 2 0 X 0 0 0 982627 0 97983 7 0 1 0 0 0 0 371459 0 0 1631618 43976 2003077 Tuition 611110 9114460 9114460 0 0 Auxiliary Services 611110 270007 270007 0 0 0 0 0 0 9384467 631235 631235 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1101989 0 1075108 0 26881 0 26881 26881 0 0 0 371459 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Technology Fees 611110 109375 109375 0 0 International Fees 611110 39000 39000 0 0 Summer Programs & Other 611110 75240 75240 0 0 8157 8157 0 0 231772 12277432 10274355 0 0 0 0 0 0 0 0 0 0 354300 62325 233650 58325 0 0 0 0 5940600 5325728 296487 318385 258167 220975 21742 15450 472959 404824 39831 28304 446207 381926 37578 26703 0 0 0 0 1752 0 1752 0 57291 0 57291 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 136500 129675 0 6825 596157 488071 13524 94562 288947 257018 17337 14592 0 0 0 0 950867 874798 57052 19017 4077 2446 1223 408 0 0 0 0 41150 41150 0 0 128603 118315 7716 2572 0 0 0 0 1242533 1143130 74552 24851 142481 131082 8549 2850 Auxiliary Services 771413 771413 0 0 Equipment Rental 41427 36849 2486 2092 Bad Debts -47037 46663 0 -93700 Telephone 20809 18509 1249 1051 12633 11310 689 634 11861836 10466207 872708 522921 4115977 3171857 250333 250139 107172 158100 139283 70214 0 0 0 0 0 0 18212 19032 128650 147314 38082504 27191565 10554540 10890939 15430835 13224375 0 175464 0 0 0 0 0 0 30745002 28107434 884223 926307 0 0 4214474 3922257 0 0 0 0 0 0 3658050 3404093 0 0 652191 595119 9408938 8847776 X 10719421 8868187 10616643 10391471 21336064 19259658 30745002 28107434 415596 -2492002 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15430835 303708 -1834704 136000 364000 0 13399839 11276943 758510 3395382 0 0 0 15430835 11505148 385933 -214138 115700 284300 0 11276943 10707405 725881 471862 108437 291563 0 11505148 9298605 1185669 623131 101322 298678 0 10707405 0.25 0.75 0 0 0 0 248500 248500 0 19832366 11749384 8082982 0 7879253 6998082 881171 0 8955300 8417299 538001 0 1167085 26800 1140285 10890939 0 Permanent Deposits Held and Payable 262250 Capital Leases Payable 176155 Agency Funds 156714 595119 X 9785430 -2492002 0 0 0 -2492002 12277432 0 0 0 12277432 11861836 0 0 0 0 0 11861836 0 0 0 11861836 Schedule D, Part V, Line 4 Earnings from endowment investments are used for financial aid awards, faculty chair awards, and to offset general operating expenditures. Schedule D, Part X, Line 2 The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the School may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the School and various positions related to the potential sources of unrelated business taxable income (UBTI). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for fiscal years 2022 and 2021. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Published in numerous school publications and on the school's main webpage. East Asia and the Pacific 1 2 Program Services Dual Certification Educational Program 33574 1 2 33574 0 0 0 0 0 0 Schedule F, Part I, Line 1 Revenues and expenditures are reported on the accrual basis in the school's financial statements. Gala 461852 0 461852 0 0 16346 47331 1300 28007 Trivia Night 6755 0 6755 0 0 0 0 0 4164 0 468607 0 468607 0 0 16346 47331 1300 32171 97148 371459 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 John Delautre Head of School 215672 0 22285 0 0 0 11554 0 11337 0 260848 0 0 0 Ruth Greathouse Principal 169749 0 0 0 0 0 8254 0 7275 0 185278 0 0 0 Emily Klimek Director of Institutional Advancement 154530 0 0 0 0 0 8036 0 4230 0 166796 0 0 0 Schedule J, Part I, Line 1a An on-campus residence is provided for the Head of School and his family. X See part II for description 23 43976 Resale Value 0 0 1 0 Schedule M, Part I, Lines 25-28 Represents items donated to the School for a gala/auction and includes vacation home rental time, sporting event tickets, and other services and items. Form 990, Part VI, Section B, Line 11b Form 990 and related schedules are made available to all board members through a secure board portal for review prior to filing. Form 990, Part VI, Section B, Line 12c All board members are required to read a conflict of interest policy and sign a statement of compliance annually. Form 990, Part VI, Section B, Line 15 The Head Search Committee of the Board of Trustees, with guidance from an independent search firm, reviewed applicable statistical information and determined compensation accordingly. Form 990, Part VI, Section C, Line 18 All documents are made available upon request. Form 990, Part VI, Section C, Line 19 Copies of the mentioned documents will be provided upon request or will be made available to be reviewed on-site.