2018-11-15T12:30:19-06:00 2018-06-30 510380493 WHEELER WOLFENDEN & DWARES PA 4550 NEW LINDEN HILL ROAD STE 201 WILMINGTON DE 19808 990 2017-07-01 510071443 THE TATNALL SCHOOL INC TATN 3029982292 1501 BARLEY MILL ROAD WILMINGTON DE 19807 PAULA HAGER BUSINESS MANAGER 3029982292 2018-11-14 1 CAROL DILUZIO CPA P01549768 3022548240 75.146.219.97 2018-11-14 12:42:09 ES P ECA4EEDA5E3F9351325A8CE1B091362618B7A0BD 294C6E48773BEBE376C0F3795D67CB54E04C1617 2017 2019-02-21 02:37:17Z PAULA HAGER 1501 BARLEY MILL ROAD WILMINGTON DE 19807 19543712 0 X WWW.TATNALL.ORG X 1930 DE INDEPENDENT PRIVATE SCHOOL FOR STUDENTS IN NURSERY THROUGH TWELFTH GRADE 20 20 261 200 0 0 854199 1270298 14951696 15787765 324576 1162945 74518 69841 16204989 18290849 4082327 4569813 0 0 9436581 10133048 0 0 439542 4371130 4447868 17890038 19150729 -1685049 -859880 50284280 50994835 3857075 3803179 46427205 47191656 X OUR MISSION IS TO PROVIDE OUR STUDENTS WITH AN EXCELLENT COLLEGE PREPARATORY EDUCATION IN A FAMILY ATMOSPHERE. AT TATNALL, A CARING FACULTY CREATES AN ENVIRONMENT WHICH NURTURES CURIOSITY AND ENCOURAGES STUDENTS TO GROW IN MATURITY AND SELF-ESTEEM. IN THEIR CONCERN FOR THE TOTAL INDIVIDUAL, OUR FACULTY RECOGNIZES AND RESPECTS EACH STUDENT'S UNIQUE INTELLECTUAL, EMOTIONAL, SOCIAL, PHYSICAL, AND SPIRITUAL NEEDS AND GIFTS. A TATNALL GRADUATE IS PREPARED TO SUCCEED AS A COLLEGE OR UNIVERSITY STUDENT AND TO ASSUME THE IMPORTANT ROLE OF A RESPONSIBLE MEMBER OF SOCIETY IN ALL ITS DIVERSITY. 0 0 16384587 4569813 15857606 THE ORGANIZATION CONDUCTS AN EDUCATIONAL INSTITUTION WHICH IS COEDUCATIONAL FOR 588 STUDENTS FROM NURSERY SCHOOL THROUGH TWELFTH GRADE. 16384587 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 38 0 261 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X X THE TATNALL SCHOOL FINANCE OFFICE 3029982292 1501 BARLEY MILL ROAD WILMINGTON DE 19807 MATT BEARDWOOD TRUSTEE 1.00 X 0 0 0 CHRIS DANIELS TRUSTEE 1.00 X 0 0 0 CYNTHIA HEWITT TRUSTEE 1.00 X 0 0 0 CALVIN STEMPLE TRUSTEE 1.00 X 0 0 0 CAROLINE BROWN LINTNER TRUSTEE 1.00 X 0 0 0 GREG WERKHEISER TRUSTEE 1.00 X 0 0 0 DAVID LEY HAMILTON TRUSTEE 1.00 X 0 0 0 CARTER LEE TRUSTEE 1.00 X 0 0 0 CAMERON YORKSTON TRUSTEE 1.00 X 0 0 0 MARY LU PAMM TRUSTEE 1.00 X 0 0 0 DAN MALLEY TRUSTEE 1.00 X 0 0 0 CINDY WILKINSON TRUSTEE 1.00 X 0 0 0 DAVID T WOODS TRUSTEE 1.00 X 0 0 0 TERRI YOUNG TRUSTEE 1.00 X 0 0 0 MICHELE M CROSS TRUSTEE 1.00 X 0 0 0 KEITH MORTON TRUSTEE 1.00 X 0 0 0 STEPHEN MARVIN PRESIDENT 1.00 X X 0 0 0 FRANK MCKELVEY VICE PRESIDENT 1.00 X X 0 0 0 THOMAS FERRY TREASURER 1.00 X X 0 0 0 CAROLINE TATNALL KETCHAM SECRETARY 1.00 X X 0 0 0 CHRIS TOMPKINS HEAD OF SCHOOL 40.00 X 185967 0 5547 PAULA HAGER BUSINESS MANAGER 40.00 X 157844 0 43626 PAGE MCCONNELL COMMUNICATIONS 40.00 X 107094 0 18089 DEANNA BOCCHETTI LOWER SCHOOL HEAD 40.00 X 136956 0 34185 587861 0 101447 4 0 1 0 SERVICEMASTER TBS 73 COOLIDGE AVE BELLMAWR NJ 08031 JANITORIAL 267875 TIPTON COMMUNICATION 323 E MAIN STREET NEWARK DE 19711 COMMUNICATIONS 131030 2 1270298 1270298 TUITION AND FEES 611600 14968965 14968965 SUMMER CAMP PROGRAMS 900099 444783 444783 AUXILIARY ACTIVITIES 900099 323276 323276 MISCELLANEOUS INCOME 900099 50741 50741 15787765 575808 575808 69841 0 69841 69841 69841 1840000 1252863 587137 587137 587137 18290849 15857606 0 1162945 4569813 4569813 523546 523546 7100778 5361505 1410470 328803 388965 388965 1595165 1595165 524594 524594 32480 32480 35273 35273 159359 159359 68078 68078 97394 97394 1229499 1229499 134665 134665 REPAIRS AND MAINTENANCE 840713 840713 INSTRUCTIONAL EXPENSES 610201 610201 UTILITIES 315202 315202 ADVANCEMENT 110739 110739 814265 814265 19150729 16384587 2326600 439542 2141288 977100 4325027 3599096 23000 53947 27097 24386 52861 26591 139498 118200 46134457 25155358 20642361 20979099 22796784 25140655 136364 75761 50284280 50994835 113536 84425 2034031 1969238 756347 726702 953161 1022814 3857075 3803179 X 24443933 24006600 14727480 15900329 7255792 7284727 46427205 47191656 50284280 50994835 -859880 1624331 0 X X 0 1 X 1 0 X 23892811 48175 2673791 1342716 25272061 21485929 25996 3326187 945301 23892811 23296115 31645 -563115 1278716 21485929 23615702 133871 572174 1025632 23296115 20631379 31001 3821076 867754 23615702 0.09700 0.28820 0.61480 0 0 153192 153192 39578246 21503375 18074871 4089957 1545975 2543982 1607106 1478604 128502 705956 627404 78552 20979099 AGENCY ACCOUNTS 108805 ACCRUED SALARIES 708833 ACCRUED PAYROLL TAXES 58744 ACCRUED VACATION 72750 OTHER LIABILITIES 73682 1022814 X 15310094 1624331 1624331 13685763 35273 4569813 4605086 18290849 14545643 0 14545643 35273 4569813 4605086 19150729 PART X, LINE 2: THE SCHOOL IS A NONPROFIT ENTITY THAT IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL, STATE OR LOCAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE SCHOOL 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. THE SCHOOL ADHERES TO ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL INCOME TAX POSITION AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2014, 2015 AND 2016 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE SCHOOL IS NOT CURRENTLY UNDER AUDIT NOR HAS THE SCHOOL BEEN CONTACTED BY THIS JURISDICTION. ANY INTEREST AND PENALTIES RELATED TO INCOME TAXES ARE INCLUDED IN INCOME TAX EXPENSE, IF INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,185,769. TUITION AND BOOK REMISSION 1,384,044. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,185,769. TUITION AND BOOK REMISSION 1,384,044. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICIES ARE POSTED ON THE SCHOOL WEBSITE AND ARE LOCATED IN ALL PUBLICATIONS OF THE SCHOOL. LOCAL STUDENTS ARE NOTIFIED OF THE ORGANIZATION'S SCHOLARSHIP PROGRAM WHICH IS AVAILABLE TO ALL WITH A LIMITED NUMBER OF SCHOLARSHIPS BEING AWARDED ON THE BASIS OF ABILITY AND FINANCIAL NEED. 1 STUDENT AID 216 3185769 FMV SCHOLARSHIP AID PROVIDED TO STUDENTS WITH FINANCIAL NEED. FACULTY REMISSION 89 1372250 FMV TUITION REDUCTION FOR ELIGIBLE FACULTY MEMBERS. BOOK REMISSION 11794 FMV BOOK FEE REDUCTION FOR ELIGIBLE FACULTY MEMBERS. SCHEDULE I, PART I, LINE 2 SCHOLARSHIPS AND FINANCIAL AID ARE BASED ON AN APPLICATION PROCESS, EXPECTED FAMILY CONTRIBUTIONS AND COST OF TUITION. FACULTY REMISSION IS A PERCENTAGE REDUCTION OF THE COST OF TUITION FOR THE ELIGIBLE FACULTY MEMBER'S CHILD. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 CHRIS TOMPKINS HEAD OF SCHOOL 185967 0 0 0 0 0 0 0 5547 0 191514 0 0 0 PAULA HAGER BUSINESS MANAGER 157844 0 0 0 0 0 12562 0 31064 0 201470 0 0 0 DEANNA BOCCHETTI LOWER SCHOOL HEAD 136956 0 0 0 0 0 3121 0 31064 0 171141 0 0 0 X 11 405384 FMV AT DATE OF SALE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE BUSINESS MANAGER AND BOARD TREASURER PRIOR TO DISTRIBUTION TO THE FULL BOARD AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL'S PRESIDENT OF THE BOARD AND HEADMASTER MONITOR ANY CONFLICT OF INTEREST THAT MAY ARISE ON A CONTINUAL BASIS. AS POTENTIAL NEW TRUSTEES ARE CONSIDERED THEY ARE MADE AWARE OF THE POLICY AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS BEFORE THEY ARE ADMITTED. ADDITIONALLY, ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A A SUBCOMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE ANNUAL REVIEW OF THE HEADMASTER AND FOR DETERMINING HIS ANNUAL COMPENSATION AND BENEFITS. THE COMMITTEE IS COMPRISED OF CURRENT BOARD MEMBERS WHO MAKE A RECOMMENDATION TO THE FULL BOARD WHOM THEN SET THE FINAL COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL ONLY MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE OVERSIGHT PROCESS OVER THE PAST YEAR.