2021-05-12T07:16:47-05:00 2020-06-30 251638525 GROSSMAN YANAK & FORD LLP THREE GATEWAY CTR STE 1800 PITTSBURGH PA 15222 990 2019-07-01 251030691 WINCHESTER THURSTON SCHOOL WINC 4125787500 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 DR SCOTT D FECH PHD HEAD OF SCHOOL 4125787500 2021-05-10 1 RICHARD E DYNOSKE P00095538 4123389300 2021-05-10 2019 2022-09-23 18:48:47Z DR SCOTT D FECH PHD 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 24900673 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. 25 24 314 298 0 0 1494684 1460290 19438783 19814884 762887 978290 48510 6968 21744864 22260432 3972494 4044207 0 0 11537430 12189303 0 0 671136 6412022 6206195 21921946 22439705 -177082 -179273 40678311 42551186 11388179 14028770 29290132 28522416 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 9240347 19814884 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 715 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH TWELVE GRADE. 4044207 4044207 0 FINANCIAL AID TO APPROXIMATELY 251 STUDENTS 2158015 0 OPERATION AND MAINTENANCE OF PLANT FACILITIES 15442569 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 76 0 1 314 1 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X M DAVID WOLLAM DIRECTOR OF FINANC 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 SHANNAH THARP-GILLIAM VICE PRESIDENT 3.00 X 0 0 0 KERRY BRON 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 315000 0 36211 MANNY CAHOUET-ROTONDI TRUSTEE 3.00 X 0 0 0 JANET HARRISON KUZMISHIN 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 HENRY S BEUKEMA TRUSTEE 3.00 X 0 0 0 PHYLLIS COONTZ TRUSTEE 3.00 X 0 0 0 ABIGAIL ROBINSON FOSTER 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 STEWART TRUSTEE 3.00 X 0 0 0 DEBORAH ACKLIN 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 126543 0 6531 M DAVID WOLLAM DIRECTOR OF FINANCE 40.00 X 146428 0 14759 BARBARA HOLMES FACULTY MEMBER 40.00 X 106391 0 12668 NANCY ROGERS DIRECTOR OF LOWER SCHOOL 40.00 X 105058 0 12552 799420 0 82721 5 0 1 0 UPMC HEALTH PLAN 600 GRANT STREET PITTSBURGH PA 15219 HEALTH INSURANCE 1298336 RYCON CONSTRUCTION 2501 SMALLMAN STREET SUITE 100 PITTSBURGH PA 15222 REMODELING OF DORRANCE LIBRARY 605758 COMDATA 5301 MARYLAND WAY BRENTWOOD TN 37027 PAYMENT SERVICES 572364 METZ & ASSOICATES 2591 WEXFORD BAYNE ROAD SEWICKLEY PA 15143 SCHOOL LUNCH PROGRAM 542224 CENTRAL MAINTENANCE & SERVICE 61 E CRAFTON AVENUE PITTSBURGH PA 15205 JANITORIAL SERVICES 398070 11 102150 1358140 264482 1460290 PROGRAM SERVICE REVENUE 611710 18020664 18020664 AUXILIARY ENTERPRISES 611710 1619702 1619702 FEE INCOME 611710 174518 174518 19814884 269139 269139 3338819 2629668 709151 709151 709151 17541 10573 6968 6968 22260432 19814884 0 985258 4044207 4044207 693027 693027 9308274 6828388 2081194 398692 1483499 1023972 390590 68937 704503 485471 190609 28423 49006 49006 29594 29594 109669 12320 83097 14252 244271 236867 7404 1179343 730754 405562 43027 99443 86153 8132 5158 400492 400492 897869 556344 308767 32758 93588 93588 GENERAL AND ADMINISTRAT 1355475 1355475 AUXILIARY ENTERPRISES 860881 860881 CLASSROOM INSTRUCTION 505289 505289 STUDENT SERVICES EXPENS 308790 308790 72485 72485 22439705 15442569 6326000 671136 3266608 5705735 358000 295800 476293 225283 30128 34415 167027 166689 33433813 16142352 17196803 17291461 19183452 18831803 40678311 42551186 1547861 1770597 3360638 3546789 6331646 8315155 148034 396229 11388179 14028770 X 11061496 10706198 18228636 17816218 29290132 28522416 40678311 42551186 X -179273 -581475 -6968 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19183452 216958 482503 1051110 18831803 18817151 426324 953116 1013139 19183452 18023789 569339 1200976 976953 18817151 15590313 1174626 2138376 879525 18023790 15010827 1634397 -285295 769616 15590313 0.07960 0.83780 0.08270 0 0 1628781 1628781 24364271 11013607 13350664 7440761 5128745 2312016 17291461 ACCRUED INTEREST 15997 INTEREST RATE SWAP OBLIGATION 380232 396229 X 17627782 -581475 -581475 18209257 4051175 4051175 22260432 18395498 0 18395498 4044207 4044207 22439705 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 (2017-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 4,044,207. FUNDRAISING 6,968. PART XII, LINE 4B - OTHER ADJUSTMENTS: REDUCTIONS TO TUITION 4,044,207. 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 SEPERATELY 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. APPLEFEST 12637 12637 1537 795 4410 585 PUMPKIN FAIR 4283 4283 2670 355 1 621 621 221 17541 17541 1537 3465 4410 1161 10573 6968 1 FINANCIAL AID TO SPECIFIC STUDENTS 251 4044207 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 10000 0 30000 0 14000 0 22211 0 351211 0 0 0 M DAVID WOLLAM DIRECTOR OF FINANCE 146428 0 0 0 0 0 7450 0 7309 0 161187 0 0 0 A WILKINSBURG BOROUGH INDUSTRIAL AND COMMERCIAL AUTHORITY 2011-09-23 6396826 REFINANCE ORIGINAL NOTE DATED 09/23/2011 0 0 0 A 6396826 65180 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 FIRST NATIONAL BANK 7.000000000000 1 0 0 0 0 A 0 X 13 264482 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 -6,968. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.