2021-05-17T09:27:28-05:00 2020-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2019-07-01 231728281 THE WOODLYNDE SCHOOL CORPORATION WOOD 6106879660 445 UPPER GULPH ROAD STRAFFORD PA 19087 AMY CLEMONS HEAD OF SCHOOL 6106879660 2021-05-17 1 KERRI N BOGDA CPA P00760402 7177404863 2019 2022-09-23 18:48:47Z AMY CLEMONS 445 UPPER GULPH ROAD STRAFFORD PA 19087 11641018 0 X WWW.WOODLYNDE.ORG X 1976 PA CO-EDUCATIONAL, COLLEGE PREPARATORY, INDEPENDENT SCHOOL SERVING KINDERGARTEN - 12TH GRADE. 23 23 103 50 0 0 1749232 1915728 9784957 8613629 448390 258514 166206 80758 12148785 10868629 1749883 1534509 0 0 6902508 6738293 0 0 445042 2398972 2068034 11051363 10340836 1097422 527793 14957784 21171710 2307005 7970236 12650779 13201474 WOODLYNDE SERVES STUDENTS WITH DIVERSE LEARNING STYLES AND EMPOWERS THEM TO BECOME STRATEGIC LEARNERS AND SELF-ADVOCATES IN AN ENVIRONMENT THAT PROVIDES BOTH CHALLENGE AND SUPPORT. 0 0 8074082 1534509 8613629 THE WOODLYNDE EXPERIENCE IS A MULTI-SENSORY PROGRAM WITH RESEARCH-BASED INSTRUCTION THAT GIVES STUDENTS THE TOOLS AND STRATEGIES THEY NEED TO BECOME SELF-SUFFICIENT AND CONFIDENT LIFELONG LEARNERS. THE WOODLYNDE PROGRAM MEETS INDIVIDUAL STUDENT NEEDS THROUGH SMALL CLASS SIZE, DIAGNOSTIC TEACHING AND ALTERNATIVE ASSESSMENT, CUTTING EDGE TECHNOLOGY, AND A CARING AND EXPERIENCED FACULTY. WOODLYNDE OFFERS COMPLETE DRAMA, ARTS, AND MUSIC PROGRAMS ALONG WITH AN INCLUSIVE AND COMPETITIVE ATHLETICS PROGRAM. OPPORTUNITIES FOR COMMUNITY SERVICE AND VOLUNTEERISM ARE AVAILABLE FOR ALL STUDENTS. 227 STUDENTS WERE SERVED DURING THE YEAR. 8074082 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 103 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X IRENE VAN ZIJL DIRECTOR OF FINANCE 6102936558 445 UPPER GULPH ROAD STRAFFORD PA 19087 LISA KETCHAM DIRECTOR OF ADVANCEMENT 40.00 X 153140 0 20221 IRENE VAN ZIJL DIRECTOR OF FINANCE 40.00 X 131140 0 16392 AMY CLEMONS HEAD OF SCHOOL 40.00 X 135676 0 10671 ELIZABETH MAGLIO ASSISTANT HEAD OF SCHOOL 40.00 X 127640 0 16392 DORINDA SHANK ASSISTANT HEAD OF SCHOOL 40.00 X 127628 0 16181 PENNY MOLDOFSKY DIRECTOR OF THE LITERACY INSTITUTE 40.00 X 121895 0 16014 GEORGE KING FORMER INT HEAD OF SCHOOL (TIL 6/19) 0.00 X 125070 0 11602 MARYANN O'CONNOR BOARD CHAIR 12.00 X X 0 0 0 SARAH HOUSTON BOARD CHAIR ELECT 1.00 X X 0 0 0 ANDREW GERARDI BOARD MEMBER 1.00 X 0 0 0 DANA DE-DEBENEDICTIS-SPINO BOARD MEMBER 1.00 X 0 0 0 DAVID HARTZELL BOARD MEMBER 1.00 X 0 0 0 DAVID VIRGIL BOARD MEMBER 1.00 X 0 0 0 DAWN RYAN BOARD MEMBER 1.00 X 0 0 0 DR JENNIFER HITT BOARD MEMBER 1.00 X 0 0 0 JANE MCNEIL BOARD MEMBER 1.00 X 0 0 0 JEAN EARHART BOARD MEMBER 1.00 X 0 0 0 JOHN C WILLIAMS JR BOARD MEMBER 1.00 X 0 0 0 JOHN MULLANY BOARD MEMBER 1.00 X 0 0 0 JOHN SCHMADER BOARD MEMBER 1.00 X 0 0 0 LINDSEY O'CONNOR BOARD MEMBER 1.00 X 0 0 0 MARC N BALCER BOARD MEMBER 1.00 X 0 0 0 MARY LOU STERGE BOARD MEMBER 1.00 X 0 0 0 MIKE TREVISAN BOARD MEMBER 1.00 X 0 0 0 PETER K CLASSEN BOARD MEMBER 1.00 X 0 0 0 RICHARD HINCKLEY BOARD MEMBER 1.00 X 0 0 0 SCHUYLER NUNN BOARD MEMBER 1.00 X 0 0 0 THOMAS MALECKI JR BOARD MEMBER 1.00 X 0 0 0 VINCENT JOHNSON BOARD MEMBER 1.00 X 0 0 0 WHITNEY KELLETT BOARD MEMBER 1.00 X 0 0 0 922189 0 107473 8 1 1 0 WS CUMBY 938 LINCOLN AVE SPRINGFIELD PA 19065 CONSTRUCTION 2273978 BOHLIN CYWINSKI JACKSON 8 WEST MARKET STREET SUITE 1200 WILKESBARRE PA 18701 ARCHITECT 120627 2 35939 1879789 56736 1915728 TUITION 611710 8613629 8613629 8613629 163883 163883 1350 12862 -11512 -11512 -11512 854158 759527 94631 94631 94631 FOOD SERVICE INCOME 611600 79098 79098 AUXILIARY PROGRAM FEES 611600 13172 13172 92270 10868629 8613629 0 339272 1534509 1534509 237242 237242 5235181 4349066 646813 239302 195814 163577 25711 6526 663977 560262 75254 28461 406079 322665 66198 17216 57398 57398 29504 29504 21892 21892 220698 2769 217889 40 80712 21040 59672 321165 61421 177588 82156 169095 169095 185021 172585 9733 2703 79741 74730 3922 1089 13711 12850 674 187 563080 527695 27695 7690 DEPARTMENT EXPENSES 199211 199211 CAFETERIA 77178 77178 DUES & SUBSCRIPTIONS 16089 16089 PROFESSIONAL DEV. 15564 15564 17975 17975 10340836 8074082 1821712 445042 500 500 3494766 2797345 1252920 805917 59484 48195 222325 254208 21436756 9077212 5246826 12359544 4680963 4906001 14957784 21171710 972767 1558465 875238 960432 459000 4237339 1214000 2307005 7970236 X 7606678 7057707 5044101 6143767 12650779 13201474 14957784 21171710 527793 22902 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1507458 100 73298 73394 1507462 1506975 72354 71871 1507458 1431198 500 144584 69307 1506975 1392431 500 106111 67844 1431198 1365522 500 91080 64671 1392431 0.96310 0.02620 0.01070 0 0 205462 205462 9740434 5692487 4047947 4580015 3384725 1195290 6910845 6910845 12359544 X 9347992 22902 -1556401 -1533499 10881491 -12862 -12862 10868629 8797297 12862 12862 8784435 1556401 1556401 10340836 PART V, LINE 4: THE ENDOWMENT IS USED TO AUGMENT CAPITAL IMPROVEMENT FUNDS AND TO PROVIDE ADDITIONAL FUNDS FOR STUDENT SCHOLARSHIPS. PART X, LINE 2: THE SCHOOL ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2020 AND 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -1,534,509. INVESTMENT FEES -21,892. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -12,862. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 12,862. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,534,509. INVESTMENT FEES 21,892. 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 SCHOOL PUBLICLY STATES IN THE LOCAL NEWSPAPER ITS RACIALLY NON-DISCRIMINATORY POLICY AS TO STUDENTS. SCHEDULE E, PART I, LINE 6 WOODLYNDE SCHOOL RECEIVED A GRANT FROM THE STATE OF PENNSYLVANIA FOR THE PURCHASE OF TEXT BOOKS AND OTHER EDUCATION SUPPLIES. THE STATE DIRECTLY PURCHASES THESE ITEMS BASED ON AN APPLICATION SENT IN BY WOODLYNDE SCHOOL. 1 FINANCIAL AID 86 1534509 PART I, LINE 2: THE FINANCIAL AID BUDGET IS SET ANNUALLY BY THE SCHOOL AND APPROVED BY THE BOARD OF TRUSTEES. THE SCHOOL'S FINANCIAL AID COMMITTEE IS RESPONSIBLE FOR THE ALLOCATION OF ALL FUNDS TO RECIPIENTS WHO DEMONSTRATE NEED. PARENTS WHO APPLY FOR AID ARE REQUIRED TO SUBMIT THEIR FEDERAL AND STATE TAX RETURNS AS WELL AS A FINANCIAL STATEMENT. THESE MATERIALS ARE REVIEWED BY THE FINANCIAL AID COMMITTEE, AND A DECISION FOR THE AMOUNT OF AID IS REACHED. ALL DECISIONS ARE FOR A ONE YEAR COMMITMENT ONLY. IF AID IS REQUIRED IN SUBSEQUENT YEARS THE PROCESS IS REPEATED. THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE FINANCIAL AID EXPENDITURES ENSURING THAT THE TOTALS REMAIN WITHIN THE BUDGETED AMOUNTS. X X 0 0 0 0 0 0 0 0 0 LISA KETCHAM DIRECTOR OF ADVANCEMENT 153140 0 0 0 0 0 7650 0 12571 0 173361 0 0 0 GEORGE KING FORMER INT HEAD OF SCHOOL (TIL 6/19) 125070 0 0 0 0 0 6250 0 5352 0 136672 0 0 0 X 35939 PURCHASE PRICE X 2 20797 NYSE VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE DIRECTOR OF FINANCE. ONCE THE INTERNAL REVIEW IS COMPLETE, THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW. IT IS THEN DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES FOR COMMENT BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS AN INDEPENDENT SCHOOL WITH LIMITED RESOURCES, THE ORGANIZATION IS VERY CAREFUL WHEN ENTERING INTO ANY AGREEMENT THAT MAY RESULT IN A CONFLICT OF INTEREST. THE SCHOOL'S MANAGEMENT REQUIRES MULTIPLE BIDS ON ALL CONTRACTS, REQUIRING THAT AT LEAST ONE BIDDER BE COMPLETELY INDEPENDENT OF THE SCHOOL. ON THE VERY RARE OCCURRENCE THAT THE SUCCESSFUL BIDDER IS A STAKEHOLDER IN THE SCHOOL, THE SCHOOL IS VERY CAREFUL TO COMMUNICATE UP FRONT THAT NO SPECIAL TREATMENT WILL BE AFFORDED TO ANY STUDENT-RELATED CONTRACTOR. ADDITIONALLY, ALL BOARD TRUSTEES SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE SPECIFICALLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AND IS MONITORED BY THE CHAIRMAN OF THE BOARD AND/OR CHAIRS OF SUB-COMMITTEES. SHOULD A CONFLICT, POTENTIAL OR ACTUAL, BECOME APPARENT, THE CONFLICT IS REPORTED TO THE CHAIRMAN OF THE BOARD OR CHAIRMAN OF A SUB-COMMITTEE CLOSEST TO THE CONFLICT. THE CHAIR OF THE BOARD (OR CHAIRMAN OF THE AFFECTED SUB-COMMITTEE) WILL BRING THE ISSUE TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL MAKE A FORMAL ASSESSMENT OF THE POTENTIAL CONFLICT AND WILL ENSURE ANY INTERESTED PARTY DOES NOT PARTICIPATE IN ANY DISCUSSIONS OR DECISIONS INVOLVING THE CONFLICT. ALL DISCUSSIONS AND ACTIONS ARE REPORTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD, WITH THE APPROVAL OF THE FULL BOARD OF TRUSTEES. COMPENSATION IS SET BASED ON PERFORMANCE. THE COMPENSATION PACKAGES OF HEADS AT COMPARABLE SCHOOLS ARE ALSO CONSIDERED TO ENSURE COMPENSATION IS SET WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL BOARD-LEVEL COMPENSATION DISCUSSIONS ARE RECORDED IN BOARD MINUTES. COMPENSATION FOR ALL OTHER SCHOOL EMPLOYEES, INCLUDING TOP MANAGEMENT OFFICIALS, IS DETERMINED BY THE HEAD OF SCHOOL. COMPENSATION IS BASED ON PERFORMANCE. THE SCHOOL'S GOAL, SUPPORTED BY THE BOARD, IS THAT ALL FACULTY AND STAFF BE PAID AT MARKET RATES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.