2020-07-14T14:18:50-05:00 2019-06-30 362658780 MUELLER & CO LLP 14300 RAVINIA AVE ORLAND PARK IL 60462 990 2018-07-01 366095133 CHICAGO WALDORF SCHOOL CHIC 7738288453 5200 N ASHLAND AVE CHICAGO IL 60640 LEUKOS GOODWIN ADMIN. DIRECTOR 7738288453 2020-07-14 1 KENNETH G DAEMICKE P00094743 8478888600 74.115.53.5 2020-07-14 14:06:08 CD P 2F370A643925D669F83BDB970FFE73CAA4B77F15 CA6BAB64CC35E0BF1C55BCC057CBFD41292168C8 2018 2021-01-29 14:40:06Z LEUKOS GOODWIN 5200 N ASHLAND AVE CHICAGO IL 60640 9115477 0 X WWW.CHICAGOWALDORF.ORG X 1959 IL PROVIDING AND PROMOTING WALDORF EDUCATION FROM DAY CARE THROUGH THE TWELFTH GRADE AND PROMOTING WALDORF EDUCATION THROUGH COMMUNITY OUTREACH. 19 15 95 250 0 0 2396634 352467 7291988 7322268 3659 347413 17086 18763 9709367 8040911 2300889 2209119 0 0 3121917 3286399 0 0 173049 2175973 2908222 7598779 8403740 2110588 -362829 11249604 13254311 6843282 9210818 4406322 4043493 PROVIDING AND PROMOTING WALDORF EDUCATION FROM DAY CARE THROUGH THE TWELFTH GRADE AND PROMOTING WALDORF EDUCATION THROUGH COMMUNITY OUTREACH. 0 0 6589710 2209119 7322268 EDUCATIONAL PROGRAM AND SCHOOL, DAY CARE THROUGH TWELFTH GRADE. 6589710 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 45 0 95 1 0 0 0 0 1 1 1 1 0 0 0 0 X 19 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LEUKOS GOODWIN 7738288453 5200 N ASHLAND CHICAGO IL 60640 DANA HEGEDORN PRESIDENT AND CHAIR 40.00 X X 0 0 0 JOHN FIGIEL VICE-CHAIR 2.00 X X 0 0 0 BRAD MULCAHEY TREASURER/FIN CHAIR 10.00 X X 0 0 0 JOE MULHERIN SECRETARY 2.00 X 0 0 0 LEUKOS GOODWIN ADMIN. DIRECTOR 40.00 X 77479 0 66977 KAREN ANDERSON COMMITTEE ON TRUSTEES 1.00 X 0 0 0 JOE CLARY TRUSTEE 1.00 X 0 0 0 SYLVIE DESOUCHES FACULTY TRUSTEE 40.00 X 31417 0 17270 MELISSA GORDON CO-CHAIR OF ADVANCEMENT 1.00 X 0 0 0 DAN HOFFMANN VP CO-CHAIR OF ADVANCEMENT 1.00 X X 0 0 0 ADAM KING TRUSTEE 1.00 X 0 0 0 KIAH SHAPIRO CHAIR OF MARKETING 1.00 X 0 0 0 JOHN TREVILLION CHAIR OF THE COLLEGE OF TE 40.00 X 42577 0 7399 CLAIRE HOWARD VICE PRESIDENT 1.00 X X 0 0 0 AMY KAHN TRUSTEE 1.00 X 0 0 0 LARA BLUMSTEIN TRUSTEE 1.00 X 0 0 0 NANCY SZYMANSKI FACULTY TRUSTEE 40.00 X 42274 0 7399 MATTHEW EGING TRUSTEE 1.00 X 0 0 0 TARAH HARTUNG TRUSTEE 1.00 X 0 0 0 193747 0 99045 0 0 0 0 FH PASCHEN 5515 N EAST RIVER ROAD CHICAGO IL 60656 BUILDING RENOVATION 3247335 ARCHITRAVE 1128 W CHICAGO AVE CHICAGO IL 60642 BUILDING RENOVATION 218198 MBB ENTERPRISES 3352 W GRAND AVENUE CHICAGO IL 60651 BUILDING RENOVATION 130251 3 352467 12459 352467 TUITION AND FEES 611710 7121287 7121287 MISCELLANEOUS PROGRAM INCOME 900099 200981 200981 7322268 4493 4493 1404829 1061909 342920 342920 342920 31420 12657 18763 18763 8040911 7322268 0 366176 2209119 2209119 201197 155244 38667 7286 2586988 1996121 497178 93689 308434 237650 70784 189780 146227 43553 20098 20098 32555 32555 138904 138904 63877 63877 75009 75009 139172 139172 754938 582511 145087 27340 436331 336672 83857 15802 382225 294925 73458 13842 73106 73106 ACADEMIC SUPPLIES AND S 504331 504331 BAD DEBT EXPENSE 95707 95707 MISCELLANEOUS 94119 79029 15090 TEACHER AND STAFF DEVEL 51065 31203 19862 46785 46785 8403740 6589710 1640981 173049 1330837 795251 45661 30323 392822 237454 138820 81532 65752 77641 13341087 1439454 9156292 11901633 119420 130477 11249604 13254311 15144 319627 288269 320191 750000 750000 5789869 7821000 6843282 9210818 X 2602568 3634496 1682763 287917 120991 121080 4406322 4043493 11249604 13254311 -362829 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160455 8119 2969 171543 159784 600 71 160455 211779 37709 296 90000 159784 178973 32032 774 211779 178363 505 105 178973 0.75000 0.25000 0 0 1231000 1231000 10607983 213004 10394979 477640 297631 180009 1024464 928819 95645 11901633 6606826 12657 12657 6594169 1446742 1446742 8040911 6969655 12657 12657 6956998 1446742 1446742 8403740 PART V, LINE 4: THE SCHOOL HAS THREE ENDOWMENT FUNDS: (1) THE VICTOR AND DINAH LAZAR ENDOWMENT FUND WAS ESTABLISHED TO OFFSET A PORTION OF THE SCHOOL'S AGGREGATE FINANCIAL AID; (2) THE ELIZABETH LAUDER EARLY ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE HIGH SCHOOL WOMEN'S BASKETBALL TEAM; (3) THE RUSCITTI ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE SCHOOL'S ATHLETIC PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSES 12,657. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER FINANCIAL AID AND SCHOLARSHIPS 1,257,416. SIBLING TUITION DISCOUNTS 189,326. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSES 12,657. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER FINANCIAL AID AND SCHOLARSHIPS 1,257,416. SIBLING TUITION DISCOUNTS 189,326. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 OUR STUDENT HANDBOOK WHICH IS AVAILABLE VIA THE SCHOOL'S WEBSITE STATES: THE CHICAGO WALDORF SCHOOL VALUES THE DIVERSITY OF OUR TALENTED STUDENTS, FACULTY AND STAFF AND SEEKS TO SUPPORT THE INCLUSION OF PEOPLE WITH DIFFERENT BACKGROUNDS TO STRENGTHEN OUR SCHOOL COMMUNITY AND REFLECT THE RICH COMPLEXITY OF THE CITY OF CHICAGO. THE SCHOOL DOES NOT DISCRIMINATE AGAINST QUALIFIED APPLICANTS FOR EMPLOYMENT OR ADMISSION TO THE SCHOOL ON THE BASIS OF RACE, COLOR, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN, RELIGION, AGE, MENTAL OR PHYSICAL ABILITY IN THE ADMINISTRATION OF ITS HIRING, EDUCATIONAL POLICIES, SCHOLARSHIP, TUITION ADJUSTMENT, ATHLETIC, AND OTHER SCHOOL-ADMINISTRATED PROGRAMS. HOLIDAY FAIR REVENUE 18659 18659 6802 MAY FAIR REVENUE 12761 12761 5855 31420 31420 12657 12657 18763 1 FINANCIAL AID AND SCHOLAR 16 1257416 TUITION REMISSION 42 762377 SIBLING DISCOUNTS 58 189326 PART I, LINE 2: A FACULTY AND STAFF TUITION ADJUSTMENT COMMITTEE, USING FINANCIAL DATA FROM AN OBJECTIVE OUTSIDE SOURCE, AWARDS ALL FINANCIAL AID AND SCHOLARSHIPS. GRANTS ARE NON-MONETARY, INVOLVING REDUCTION IN TUITION COSTS. VALERIE COLIS FORMER TRUSTEE BLDG ACQUISITION X 514896 514896 0 1 1 DAN HOFFMANN TRUSTEE BLDG ACQUISITION X 257448 257448 0 1 1 772344 TRUSTEE TRUSTEE/FAMILY 20110 TUITION ASSISTANCE TUITION REDUCTION LEUKOS GOODWIN TRUSTEE/FAMILY 48526 TUITION REMISSION TUITION REDUCTION MATT EGING TRUSTEE/FAMILY 50594 TUITION REMISSION TUITION REDUCTION KATE GOODWIN SPOUSE OF TRUSTEE 47900 FACULTY 0 BREANNE PETERSEN SPOUSE OF TRUSTEE 102558 FACULTY 0 SCHEDULE L, PART III, GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS: FOR CONFIDENTIALITY PURPOSES, THE NAMES OF ALL INDIVIDUALS RECEIVING FINANCIAL AID AND SCHOLARSHIPS AND THE AMOUNTS ARE NOT DISCLOSED. THE PROCESS FOR DETERMINING TUITION ADJUSTMENTS AND AWARDS IS DESCRIBED IN THE FOLLOWING PARAGRAPHS. ELIGIBILITY FOR TUITION ADJUSTMENTS AND AWARDS IS THE SAME FOR TRUSTEE FAMILY MEMBERS AS IT IS FOR ANY OTHER STUDENTS. THE ANNUAL AMOUNT OF TUITION ADJUSTMENT IS ESTABLISHED IN THE ANNUAL BUDGET. IN ADDITION TO TUITION ADJUSTMENTS, CHICAGO WALDORF SCHOOL AWARDS SCHOLARSHIPS ANNUALLY. THE OPPORTUNITY FOR TUITION ADJUSTMENTS AND SCHOLARSHIPS ARE AVAILABLE TO THE FAMILIES OF ALL STUDENTS. ANY INDIVIDUALS WHO DESIRE TUITION ADJUSTMENTS AND/OR SCHOLARSHIPS MUST FILE AN APPLICATION WITH AN OUTSIDE FINANCIAL AID PROGRAM VENDOR. THE PROGRAM VENDOR ASSESSES INCOME, ASSETS AND DEBT, DETERMINES A FAMILY'S ABILITY TO PAY TUITION, AND RECOMMENDS A TUITION ADJUSTMENT AND/OR SCHOLARSHIP.THE SCHOOL'S TUITION ADJUSTMENT COMMITTEE (COMPRISED OF FACULTY AND THE MANAGEMENT TEAM) USES THIS INFORMATION TO MAKE INDIVIDUAL TUITION ADJUSTMENTS BASED UPON THE DEMONSTRATED NEED OF THE FAMILY AND AVAILABILITY OF FUNDS FOR AWARDS.THE SCHOLARSHIP COMMITTEE (COMPRISED OF FACULTY) USES THE FINANCIAL INFORMATION ALONG WITH A PARENT ESSAY AND DEFINED MERIT CRITERIA TO AWARD FIVE HIGH SCHOOL SCHOLARSHIPS EACH YEAR TO INCOMING FRESHMAN. THE SCHOLARSHIP WILL BE RENEWED EACH YEAR, AS LONG AS THE STUDENT REMAINS IN GOOD ACADEMIC STANDING AND FINANCIAL STANDING AND CONTINUES TO DEMONSTRATE ELIGIBILITY FOR FINANCIAL AID. ELIGIBILITY FOR TUITION REMISSION IS THE SAME FOR TRUSTEE FACULTY AND STAFF FAMILY MEMBERS AS IT IS FOR FAMILY MEMBERS OF ANY FACULTY AND STAFF WHO ARE NOT TRUSTEES. SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS MS. GOODWIN IS A FACULTY MEMBER AND THE SPOUSE OF TRUSTEE AND ADMINISTRATIVE DIRECTOR LEUKOS GOODWIN. THE VALUE OF TUITION REMISSION AND FAMILY HEALTH INSURANCE IS ATTRIBUTABLE TO MR. GOODWIN'S EMPLOYMENT AND INCLUDED IN HIS COMPENSATION REPORTED ON FORM 990, PART VII, LINE 1(A) AS MS. GOODWIN WAS HIRED AFTER MR. GOODWIN.MS. PETERSEN IS A FACULTY MEMBER AND THE SPOUSE OF TRUSTEE MATTHEW EGING. THE VALUE OF TUITION REMISSION AND FAMILY HEALTH INSURANCE IS ATTRIBUTABLE TO MS. PETERSEN'S EMPLOYMENT AND INCLUDED IN HER COMPENSATION REPORTED ON SCH. L PART IV. THIS IS THE SAME TUITION REMISSION REFLECTED FOR MR. EGING IN SCH L,PART III. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990. MANAGEMENT AND THE AUDIT COMMITTEE REVIEW AND COMMENT ON THE COMPLETED FORM 990 AND PROVIDE A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE 990 AND ASK QUESTIONS DIRECTLY TO MANAGEMENT AND THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C MEETINGS ARE HELD REGULARLY AND THE CONFLICT OF INTEREST POLICY IS DISCUSSED IN RESPONSE TO RELEVANT CIRCUMSTANCES, SIGNED ANNUALLY BY ALL TRUSTEES AND OFFICERS, AND IS ENFORCED AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE EVALUATION, REVIEW AND COMPENSATION SETTING OF THE ADMINISTRATIVE DIRECTOR. NO OFFICERS ARE PAID, AS ALL OFFICERS ARE NON-FACULTY TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE SCHOOL'S ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR INSPECTION OR COPYING UPON REQUEST. THE INFORMATION SUMMARIZING THE FINANCIAL STATEMENTS IS ALSO INCLUDED IN THE SCHOOL'S ANNUAL REPORT WHICH IS AVAILABLE ON THE SCHOOL'S WEBSITE. PART XII LINE 2C NO CHANGE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.