2021-02-17T14:37:38-06:00 2020-05-31 946214841 ARMANINO LLP 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2019-06-01 620598316 THE ENSWORTH SCHOOL ENSW 6153015367 7401 HIGHWAY 100 NASHVILLE TN 37221 WHITNEY JOHNSON DIRECTOR OF FINANCE AND OPS 6153015367 2021-02-15 1 MATTHEW PETROSKI P00853132 9726611843 2021-02-15 2019 2022-09-23 18:48:47Z DAVID BRAEMER 7401 HIGHWAY 100 NASHVILLE TN 37221 60832971 0 X WWW.ENSWORTH.COM X 1958 TN ENSWORTH IS A KINDERGARTEN THROUGH TWELFTH GRADE, COEDUCATIONAL INDEPENDENT SCHOOL. 21 21 613 500 -69017 -70517 5671313 5920441 34233289 36536590 2192505 1672185 467324 46144 42564431 44175360 3528278 3732825 0 0 23640891 23756296 8653 0 1576686 17791904 16584392 44969726 44073513 -2405295 101847 205223043 203625309 30261725 27428994 174961318 176196315 X THE ENSWORTH SCHOOL (THE SCHOOL), FOUNDED IN 1958, IS A KINDERGARTEN THROUGH TWELFTH GRADE, COEDUCATIONAL INDEPENDENT SCHOOL LOCATED IN NASHVILLE, TENNESSEE. THE MISSION OF THE SCHOOL IS TO PROMOTE ACADEMIC EXCELLENCE AND INSPIRE STUDENTS TO BE INTELLECTUALLY CURIOUS, TO USE THEIR TALENTS TO THE FULLEST, TO BE PEOPLE OF INTEGRITY, AND TO BE CONTRIBUTORS TO SOCIETY. 0 0 34531769 3732825 36536590 ENSWORTH IS A K-12 COEDUCATIONAL INDEPENDENT SCHOOL. THE SCHOOL PROMOTES ACADEMIC EXCELLENCE AND INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS, TO USE THEIR TALENTS TO THE FULLEST, TO BE PEOPLE OF INTEGRITY AND TO BE CONTRIBUTORS TO SOCIETY. 34531769 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 97 0 1 613 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 0 0 TN X X WHITNEY JOHNSON 6153015367 7401 HIGHWAY 100 NASHVILLE TN 37221 TJ WILT PRESIDENT, EXEC COMMITTEE CHAIR 2.00 X X 0 0 0 WILL MORROW VICE PRESIDENT 2.00 X X 0 0 0 BRUCE CROSBY TREASURER 2.00 X X 0 0 0 JENNIFER FRIST SECRETARY 2.00 X X 0 0 0 BRUCE MOORE SPECIAL ADVISOR 2.00 X 0 0 0 AMY CHRISTIANSEN SPECIAL ADVISOR 2.00 X 0 0 0 JOHN JACOBSON LEGAL COUNSEL 2.00 X 0 0 0 EDITH MCBRIDE BASS TRUSTEE (LEFT 9/2020) 1.00 X 0 0 0 JIM BOWEN TRUSTEE (JOINED 6/2019) 1.00 X 0 0 0 STUART BRUNSON TRUSTEE (JOINED 6/2019) 1.00 X 0 0 0 BETH COURTNEY TRUSTEE 1.00 X 0 0 0 BEN FREELAND TRUSTEE 1.00 X 0 0 0 TRISH C FRIST TRUSTEE 1.00 X 0 0 0 ELIZABETH GERKEN TRUSTEE (JOINED 6/2019) 1.00 X 0 0 0 JONATHAN GLUCK TRUSTEE (LEFT 5/2020) 1.00 X 0 0 0 CRAIG GOGUEN TRUSTEE 1.00 X 0 0 0 CHAD GREER TRUSTEE 1.00 X 0 0 0 PHYLLIS HILDRETH TRUSTEE (LEFT 5/2020) 1.00 X 0 0 0 DEB MCDERMOTT TRUSTEE (JOINED 6/2019) 1.00 X 0 0 0 NEAL PATEL TRUSTEE (JOINED 6/2019) 1.00 X 0 0 0 BARBARA SMITH TRUSTEE (LEFT 5/2020) 1.00 X 0 0 0 JOSEPHINE SMITHWICK TRUSTEE 1.00 X 0 0 0 JAMEE THOMPSON TRUSTEE 1.00 X 0 0 0 DAVID BRAEMER HEAD OF SCHOOL 60.00 X X 542806 0 151089 WHITNEY JOHNSON DIRECTOR OF FINANCE AND OP 60.00 X 208422 0 21494 RICHARD BOWERS ATHLETIC DIRECTOR 60.00 X 329744 0 25080 CHRISTIAN BAHR DIRECTOR OF AQUATICS 60.00 X 228125 0 40815 KRYSTEN CALL DIRECTOR OF SWIM SCHOOL 50.00 X 211436 0 14277 VIRGIL HERRING DIRECTOR OF GOLF 40.00 X 209955 0 37407 LINDSAY WHITE DIRECTOR OF DANCE 60.00 X 177296 0 11769 1907784 0 301931 32 0 1 0 SUMMIT CONSTRUCTORS 1546 FORT NEGLEY BLVD NASHVILLE TN 37203 CONSTRUCTION 1316947 SAGE DINING 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICES 670789 KLEENTECH BUILDING MAINTENANCE 7100 BROADWAY STE 6L DENVER CO 80221 CLEANING SERVICES 560982 LANDSCAPE SERVICES INC 204 RIVER HILLS DR NASHVILLE TN 37210 LANDSCAPE SERVICES 296989 PHIPPS CONSTRUCTION COMPANY 5711 OLD HARDING PIKE NASHVILLE TN 37205 CONSTRUCTION 243078 12 239043 5681398 385872 5920441 TUITION AND FEES 611600 32449155 32449155 AUXILIARY PROGRAMS REV 611600 4087435 4087435 36536590 1489711 -69017 1558728 46144 0 46144 46144 46144 16663324 50693 16499917 31626 163407 19067 182474 182474 126068 239043 126068 0 44175360 36536590 -69017 1787346 5824 5824 3727001 3727001 866860 556106 310754 17018723 13072410 3516080 430233 1089468 836841 225085 27542 3540355 2988195 494884 57276 1240890 939174 260953 40763 4758 3806 714 238 65662 9184 56051 427 31035 18198 11991 846 507890 401695 56150 50045 318351 22893 91422 204036 1681367 1386571 202411 92385 642044 414444 201636 25964 3263252 2622016 626980 14256 177444 126847 44162 6435 211409 92679 107220 11510 715966 577076 137778 1112 5968221 4810420 1131519 26282 348830 281161 66135 1534 INSTRUCTIONAL & STUDENT 1068725 1068725 CAFETERIA 973668 842118 123056 8494 605770 284491 54725 266554 44073513 34531769 7965058 1576686 1604126 3145606 2350299 2889614 6940434 5616205 789130 640165 84423 88518 417641 364971 184030341 64027702 122040732 120002639 53803159 49250208 17086849 21538133 106250 89250 205223043 203625309 3025615 2642671 2002422 1289037 23770896 23287019 282956 210267 1179836 0 30261725 27428994 X 132503742 135018562 42457576 41177753 174961318 176196315 205223043 203625309 101847 1133150 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X ROTATING DISPLAY FOR STUDENTS 0 70285677 221956 2796787 3146874 70157546 72151520 298407 987171 3151421 70285677 70716739 52000 4825739 3442958 72151520 66973897 323236 6429700 3010094 70716739 73991622 169140 -4251786 2935079 66973897 0.50160 0.36120 0.13720 0 0 9689404 9689404 151741257 49575940 102165317 19143322 14451762 4691560 3456358 3456358 120002639 CASH SUR. VALUE LIFE INS. 630795 F FIXED INCOME 7650414 F INVESTMENTS MEASURED AT NAV 13256924 F 21538133 X 41595779 1133150 1133150 40462629 212945 3499786 3712731 44175360 40360782 0 40360782 212945 3499786 3712731 44073513 PART III, LINE 1A: THE ORGANIZATION DOES NOT HAVE A FOOTNOTE RELATED TO THIS TOPIC WITHIN ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S COLLECTION IS CONSIDERED IMMATERIAL FOR FINANCIAL STATEMENT PURPOSES. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS ARE HELD WITHIN A ROTATING DISPLAY IN THE ARTS BUILDING FOR STUDENTS AND OTHERS ON CAMPUS IN THE BUILDING. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF MAY 31, 2019, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE CONSIDERED NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 3,625,854. FUNDRAISING EXPENSE -126,068. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 3,625,854. FUNDRAISING EXPENSE -126,068. 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 ORGANIZATION'S WEBSITE STATES THAT THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, CREED OR RELIGION ADMISSIONS. BROCHURES MAKE SIMILAR STATEMENTS. TIGER NIGHT 306556 235513 71043 12719 38156 3000 17167 GOLF TOURNAMENT 58555 3530 55025 12149 41703 555 619 365111 239043 126068 12149 54422 38711 3000 17786 126068 0 1 FINANCIAL AID 179 3603009 FMV DIRECT CREDIT TO STUDENT ACCOUNT SUMMER PROGRAM GRANT 37 60795 63197 FMV REDUCTION OF TRIP COST X X 1 1 X X X 0 1 0 1 0 1 0 0 0 DAVID BRAEMER HEAD OF SCHOOL 436498 0 104715 0 1593 0 17291 0 133798 0 693895 0 0 0 WHITNEY JOHNSON DIRECTOR OF FINANCE AND OP 192197 0 15102 0 1123 0 13490 0 8004 0 229916 0 0 0 RICHARD BOWERS ATHLETIC DIRECTOR 327756 0 102 0 1886 0 17276 0 7804 0 354824 0 0 0 CHRISTIAN BAHR DIRECTOR OF AQUATICS 134217 0 102 0 93806 0 11211 0 29604 0 268940 0 0 0 KRYSTEN CALL DIRECTOR OF SWIM SCHOOL 47300 0 102 0 164034 0 6273 0 8004 0 225713 0 0 0 VIRGIL HERRING DIRECTOR OF GOLF 60697 0 101 0 149157 0 4273 0 33134 0 247362 0 0 0 LINDSAY WHITE DIRECTOR OF DANCE 53918 0 101 0 123277 0 3785 0 7984 0 189065 0 0 0 PART I, LINE 4B RICHARD BOWERS PARTICIPATES IN A 457(F) PLAN. NO ACCRUALS WERE MADE FOR THE 2019 CALENDAR YEAR, BUT THE PLAN DID HAVE EARNINGS IN THE AMOUNT OF $7,281. PART I, LINE 5 VIRGIL HERRING IS TO BE PAID A PERCENTAGE OF GROSS REVENUE FROM ANY PRIVATE LESSONS HE PROVIDES, PAYABLE ON A BIWEEKLY BASIS. PART I, LINE 6 CHRISTIAN BAHR IS TO BE PAID A PERCENTAGE OF NET REVENUE FROM THE SCHOOL'S SWIM LESSON PROGRAM ON A QUARTERLY BASIS. KRYSTEN CALL IS TO BE PAID A PERCENTAGE OF NET REVENUE FROM THE SCHOOL'S SWIM LESSON PROGRAM AND PRIVATE LESSONS, PAYABLE ON A QUARTERLY BASIS. VIRGIL HERRING IS TO BE PAID A PERCENTAGE OF NET REVENUE FROM ALL OF THE SCHOOL'S PROGRAMS AND ACTIVITIES RELATED TO THE ENSWORTH GOLF CENTER, PAYABLE ON A QUARTERLY BASIS. LINDSAY WHITE IS TO BE PAID A PERCENTAGE OF NET REVENUE FROM THE SCHOOL'S DANCE PROGRAM, PAYABLE ON A QUARTERLY BASIS. A HEALTH AND ED FAC BD OF THE METROPOLITAN GOV'T OF NASHVILLE & DAVIDSON CO 626139016 2020-01-24 42520000 TO REFUND SERIES 2016 BONDS AND FINANCE BUILDING PROJECTS 0 0 0 A 42520000 306331 169094 23113669 18930906 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 1 X 5 31353 FMV X 1 2105 VENDOR SALE PRICE/PERSON X TWO MODULAR UNITES & FENCING 1 175638 APPRAISAL X SPECIAL EVENTS - GIFT AND EVENT TICKETS 22 171651 FMV X PROGRAM EQUIPMENT 2 3200 FMV X DANCE FLOORING 1 1925 FMV 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: ENSWORTH SCHOOL USES EITHER CHARLES SCHWAB OR GOLDMAN SACHS FOR SALE OF STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B CERTAIN EMPLOYEES OF THE SCHOOL, INCLUDING THE DIRECTOR OF FINANCE, REVIEW THE FORM 990 PRIOR TO FILING TO VERIFY ALL INFORMATION CONTAINED THEREIN IS COMPLETE AND ACCURATE. A COPY OF FORM 990 IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS AND SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED BY REVIEW OF RELEVANT INFORMATION BY A COMMITTEE OF THE BOARD OF TRUSTEES. THE OFFICER'S SALARY, AND CHANGES, INCLUDING ANNUAL INCREASES, ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 SELECTED FINANCIAL INFORMATION IS AVAILABLE ON ORGANIZATION'S WEBSITE AND OTHER NON-PROFIT WEBSITES. ALL REQUIRED INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.