2019-05-15T12:01:34-05:00 2018-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2017-07-01 350909976 PARK TUDOR FOUNDATION INC PARK 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 MARY CASSIDY CFO 3174152700 2019-05-13 1 CASSE TATE P01271193 3175802000 2019-05-13 64.132.79.19 2019-05-13 11:30:04 ED P 4352D34B295DE2E0C9076555063E87B27933E229 4352D34B295DE2E0C9076555063E87B27933E229 2017 2019-02-21 02:37:17Z MARY CASSIDY 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 40209783 0 X HTTP://WWW.PARKTUDOR.ORG X 1968 IN PARK TUDOR SCHOOL'S MISSION IS TO CREATE AN INSPIRING COLLEGE-PREPARATORY LEARNING ENVIRONMENT, WITH EXCEPTIONAL EDUCATORS AND EXTRAORDINARYOPPORTUNITIES, THAT PREPARES AND MOTIVATES STUDENTS TO BECOME BALANCED, CONFIDENT, AND RESOURCEFUL LIFELONG LEARNERS. 13 12 441 800 0 0 5929366 17570238 22121848 22160919 122545 183839 133269 192948 28307028 40107944 3609169 3681581 0 0 15535580 16735234 0 0 974278 8277855 8013521 27422604 28430336 884424 11677608 35169277 35125264 19120050 7809270 16049227 27315994 PARK TUDOR FOUNDATION, INC. WAS FOUNDED EXCLUSIVELY TO OPERATE PARK TUDOR SCHOOL, A PRIVATE SCHOOL LOCATED IN INDIANAPOLIS, INDIANA. 0 0 24885007 3681581 22160919 PROVIDE PRIVATE EDUCATION FOR 934 STUDENTS AGE 3 THROUGH GRADE 12. 24885007 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 67 0 1 441 1 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 IN X MARY CASSIDY 3174152700 7200 N COLLEGE AVE INDIANAPOLIS IN 46240 THOMAS W GREIN PRESIDENT 1.00 X X 0 0 0 JEFF KIMBELL VICE PRESIDENT 1.00 X X 0 0 0 NIKHIL GUNALE SECRETARY/TREASURER 1.00 X X 0 0 0 MARYA E JONES BOARD MEMBER 1.00 X 0 0 0 RODNEY W BYRNES BOARD MEMBER 1.00 X 0 0 0 OMAR KHAN BOARD MEMBER 1.00 X 0 0 0 JUSTIN CHRISTIAN BOARD MEMBER 1.00 X 0 0 0 CARLIE IRSAY-GORDON BOARD MEMBER 1.00 X 0 0 0 SUSAN MAHONY BOARD MEMBER 1.00 X 0 0 0 JONATHAN POLAK BOARD MEMBER 1.00 X 0 0 0 MICHELE JANIN BOARD MEMBER 1.00 X 0 0 0 ANNA MARIA STORNIOLO BOARD MEMBER 1.00 X 0 0 0 GARETH VAUGHAN HEAD OF SCHOOL 40.00 X X 203892 0 82128 MARY CASSIDY CFO 40.00 1.00 X 155515 0 13702 SHANTS HART ASSOC. HEAD OF SCHOOL FOR EXTERNAL AFFAIRS 40.00 X 182236 0 55104 DOUG ALLEN DIRECTOR OF DEVELOPMENT 40.00 X 150346 0 30898 MARY MCGONAGLE DIRECTOR OF LOWER SCHOOL 40.00 X 114194 0 23750 SARAH WEBSTER UPPER SCHOOL DIRECTOR 40.00 X 116887 0 23800 BILL BISHOP FACILITIES DIRECTOR 40.00 X 117719 0 59235 COURTNEY WHITEHEAD DIRECTOR OF ATHLETICS 40.00 X 119400 0 23254 1160189 0 311871 8 0 1 0 ALADDIN FOODS 16567 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 FOOD SERVICES 938805 MD ROWE CONSTRUCTION INC PO BOX 502947 INDIANAPOLIS IN 46250 MAINTENANCE AND CONSTRUCTION 724099 EMS EXECUTIVE MANAGEMENT SERVICES INC PO BOX 501818 INDIANAPOLIS IN 46250 CLEANING SERVICES 439656 NORTH MECHANICAL SERVICES INC 2627 N EMERSON AVE INDIANAPOLIS IN 46218 MAINTENANCE 398647 MILESTONE CONTRACTORS LP PO BOX 933030 CLEVELAND OH 44193 CONSTRUCTION 235000 6 19363 15618806 1932069 44418 17570238 TUITION AND FEES 611600 19774555 19774555 OTHER EDUCATIONAL PROGRAMS 611600 1982100 1982100 SUMMER PROGRAMS 611600 382927 382927 ADMISSIONS TESTING 611600 11425 11425 ENROLLMENT FEES 611600 9912 9912 22160919 183839 183839 211948 46764 165184 165184 165184 38742 19363 16269 22473 22473 40484 38806 1678 1678 VENDING/CONCESSION 611600 3613 3613 3613 40107944 22160919 0 376787 3681581 3681581 891601 382557 361388 147656 12380009 10866282 1123494 390233 951528 846860 57092 47576 1588361 1442803 86674 58884 923735 822124 55424 46187 113802 113802 34875 34875 61431 61431 170312 150733 13857 5722 252953 187305 59267 6381 258074 233040 17524 7510 1727488 1531137 151039 45312 21161 20103 635 423 171610 160534 11076 225494 196180 22549 6765 1622687 1411737 162269 48681 260204 226378 26020 7806 EDUCATIONAL EXPENSE 2286462 2286462 MAINTENANCE 255384 202602 30276 22506 ADMINISTRATIVE EXPENSE 206191 148140 50668 7383 DEVELOPMENT EXPENSES 125040 125040 220353 88449 131691 213 28430336 24885007 2571051 974278 11818370 10635832 88110 33246 281876 332778 41579 39412 393039 393587 55775691 33939046 22021102 21836645 82156 0 443045 1853764 35169277 35125264 2151141 2429055 4359977 5380215 12515784 0 93148 0 19120050 7809270 X 14944846 25743273 1104381 1572721 0 0 16049227 27315994 35169277 35125264 X 11677608 -410841 X X 0 1 X 1 0 X 0 78901354 2701342 6367457 16065329 71904824 75532617 696766 7553774 4881801 78901354 79869505 1965128 -1882143 4419873 75532617 84107603 889108 -525343 4601863 79869505 75113306 2281353 13396052 6683108 84107603 0.76550 0.16990 0.06460 0 1 1 1764892 1764892 41057728 23806732 17250996 9300239 8438160 862079 3652832 1694154 1958678 21836645 EMPLOYEE 457 PLAN - ASSET 453893 DUE FROM PARK TUDOR TRUST 1399871 1853764 X 36528202 101839 101839 36426363 3681581 3681581 40107944 24850594 101839 101839 24748755 3681581 3681581 28430336 PART V, LINE 4: TO SUPPORT PARK TUDOR FOUNDATION PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER A CORRESPONDING STATE TAX LAW. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME IN FISCAL YEARS 2018 AND 2017. THE FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 46,764. COST OF GOODS SOLD 38,806. FUNDRAISING EXPENSES 16,269. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND SCHOLARSHIPS 3,681,581. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 46,764. COST OF GOODS SOLD 38,806. FUNDRAISING EXPENSES 16,269. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND SCHOLARSHIPS 3,681,581. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PARK TUDOR INCLUDES THE NON DISCRIMINATION CLAUSE IN ALL PUBLICATIONS AND ADVERTISEMENTS. DINNER THEATER 42037 14575 27462 3601 1600 2280 TRIVIA NIGHT 16068 4788 11280 4973 3815 58105 19363 38742 8574 1600 6095 16269 22473 1 MERIT SCHOLARSHIPS 110 701500 VALUED DOLLAR FOR DOLLAR; NO CASH IS ISSUED TO THE RECIPIENT. THE AMOUNT AWARDED IS DIRECTLY CREDITED TO THE ACCOUNT WITH PARK TUDOR. NO CASH IS DIRECTLY RECEIVED. FINANCIAL AID ASSISTANCE 232 2980081 VALUED DOLLAR FOR DOLLAR; NO CASH IS ISSUED TO THE RECIPIENT. THE AMOUNT AWARDED IS DIRECTLY CREDITED TO THE ACCOUNT WITH PARK TUDOR. NO CASH IS DIRECTLY RECEIVED. PART I, LINE 2: WHEN A STUDENT IS AWARDED FINANCIAL ASSISTANCE THE STUDENT'S ACCOUNT IS DIRECTLY CREDITED FOR THE AWARDED AMOUNT; THEREFORE, THE MONEY AWARDED IS BEING USED FOR ITS INTENDED PURPOSE. X 1 1 X X X 0 1 0 0 0 0 0 0 0 GARETH VAUGHAN HEAD OF SCHOOL 203125 0 0 0 767 0 27500 0 54628 0 286020 0 0 0 MARY CASSIDY CFO 149784 0 5000 0 731 0 11983 0 1719 0 169217 0 0 0 SHANTS HART ASSOC. HEAD OF SCHOOL FOR EXTERNAL A 181807 0 0 0 429 0 24545 0 30559 0 237340 0 0 0 DOUG ALLEN DIRECTOR OF DEVELOPMENT 142615 0 1500 0 6231 0 11409 0 19489 0 181244 0 0 0 BILL BISHOP FACILITIES DIRECTOR 115540 0 1500 0 679 0 9230 0 50005 0 176954 0 0 0 PART I, LINE 4B THE HEAD OF SCHOOL PARTICIPATES IN A 457 PLAN. 13 RECIPIENTS BOARD MEMBERS & RELATED PARTIES HAD CHILD/GRANDCHILD RECEIVE FINANCIAL AID 212550 FINANCIAL AID FINANCIAL AID 3 RECIPIENTS BOARD MEMBERS & RELATED PARTIES HAD CHILD/GRANDCHILD RECEIVE SCHOLARSHIPS 4000 MERIT SCHOLARSHIPS MERIT SCHOLARSHIPS X 10 44418 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FULL RETURN IS PROVIDED TO AND REVIEWED BY THE CFO, HEAD OF SCHOOL, BOARD CHAIR AND FINANCE COMMITTEE. AFTER THE BOARD CHAIR AND FINANCE COMMITTEE REVIEW THE RETURN, A COPY OF THE RETURN WITH THE NAMES OF THOSE DONORS WHO WISH TO REMAIN ANONYMOUS REDACTED FROM SCHEDULE B IS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED AND SIGNED BY EACH MEMBER OF THE BOARD ANNUALLY. THE SUBMISSIONS ARE THEN REVIEWED BY THE ASSISTANT TO THE HEAD OF SCHOOL TO MONITOR AND MITIGATE CONFLICT ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BASED UPON A PERFORMANCE REVIEW CONDUCTED BY THE BOARD OF DIRECTORS. THE HEAD OF SCHOOL'S COMPENSATION DECISIONS ARE DETERMINED BY THE PRESIDENT AND VICE PRESIDENT OF THE BOARD. PRIOR TO ENTERING INTO A NEW CONTRACT, THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED BY AN INDEPENDENT PARTY. COMPENSATION OF OFFICERS IS DETERMINED BY THE HEAD OF SCHOOL BASED UPON A PERFORMANCE REVEIW. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS AND POLICIES ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: TRANSFER OF EQUITY TO PARK TUDOR TRUST -410,841. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. PARK TUDOR TRUST 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 SUPPORT OF PARK TUDOR FOUNDATION IN 501(C)(3) LINE 12A, I PARK TUDOR FOUNDATION 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 PARK TUDOR TRUST R 410841 FMV PARK TUDOR TRUST C 15618806 FMV PARK TUDOR TRUST E 1399871 FMV PARK TUDOR TRUST N PARK TUDOR TRUST O