2017-05-11T14:27:38-05:00 2016-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2015-07-01 366095133 CHICAGO WALDORF SCHOOL CHIC 7734652662 1300 WEST LOYOLA AVENUE CHICAGO IL 60626 LEUKOS GOODWIN ADMINISTRATIVE DIRECTOR 7734652662 2017-05-04 1 KIMBERLY A HAUMANN P00546491 3122071040 2017-05-04 2015 2021-01-29 14:40:06Z LEUKOS GOODWIN 1300 WEST LOYOLA AVENUE CHICAGO IL 60626 7200180 0 X WWW.CHICAGOWALDORF.ORG X 1959 IL PROVIDING AND PROMOTING WALDORF EDUCATION FROM PRE-SCHOOL THROUGH THE TWELFTH GRADE AND OPERATION OF PROMOTIONAL ACTIVITIES IN THE GREATER COMMUNITY. 20 16 90 250 0 0 736146 275832 6527169 6884549 13595 4806 16880 19282 7293790 7184469 1852057 1998690 0 0 2892135 3093158 0 0 69765 1955473 2203622 6699665 7295470 594125 -111001 3437356 3321653 1038074 1033875 2399282 2287778 PROVIDING AND PROMOTING WALDORF EDUCATION FROM PRE-SCHOOL THROUGH THE TWELFTH GRADE AND OPERATION OF PROMOTIONAL ACTIVITIES IN THE GREATER COMMUNITY. 0 0 6082647 1998690 6884549 EDUCATIONAL PROGRAM AND SCHOOL CONSISTING OF APPROX. 360 STUDENTS, GRADES PRE-SCHOOL THROUGH TWELFTH GRADE. 6082647 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 48 0 1 90 1 0 0 0 0 0 0 0 0 0 0 X 20 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ALICIA LARRIEU-WARD 7738288453 1300 W LOYOLA CHICAGO IL 60626 VALERIE COLIS PRESIDENT AND CHAIR 20.00 X X 0 0 0 MIKE ROSENTHAL PERMANENT CAMPUS COMMITTEE CHAIR 5.00 X X 0 0 0 JOHN FIGIEL VP & CO-CHAIR-GOVERNANCE COMMITTEE 5.00 X X 0 0 0 ROBERTA RENTON TREASURER & FINANCE COMMITTEE CHAIR 5.00 X X 0 0 0 SUSAN MUDD SECRETARY & COMMITTEE ON TRUSTEES CHAIR 5.00 X X 0 0 0 LEUKOS GOODWIN ADMINISTRATIVE DIRECTOR 50.00 X X 71156 0 53262 COLLEEN EVERHART-MASSE COLLEGE OF TEACHERS CHAIR 50.00 X 34423 0 9001 CYNTHIA TREVILLION FACULTY TRUSTEE 50.00 X 51490 0 4681 FRANCES VIG FACULTY TRUSTEE 50.00 X 56389 0 4681 GORDON EDWARDS MEMBER 1.00 X 0 0 0 LEE BOYCE MEMBER 1.00 X 0 0 0 MEGAN CUMMINS CO-CHAIR INCLUSION DIVERSITY COMMITTEE 1.00 X 0 0 0 KEVIN HINTON MEMBER 1.00 X 0 0 0 SHERYL WANDLER DEVELOPMENT COMMITTEE CHAIR 2.00 X 0 0 0 ROBERT WILD AUDIT COMMITTEE CHAIR 2.00 X 0 0 0 DANA HEGEDORN VP & ENROLLMENT COMMITTEE CHAIR 2.00 X 0 0 0 KAREN ANDERSON PTO LIASON 2.00 X 0 0 0 DAVID BLOOD PTO LIASON 2.00 X 0 0 0 DAVID PILGRIM MARKETING COMMITTEE CHAIR 2.00 X 0 0 0 JANET ZIMMERMAN MEMBER 1.00 X 0 0 0 213458 0 71625 0 0 0 0 PRYOR CONSTRUCTION 2118 W MONTROSE CHICAGO IL 60618 CONSTRUCTION SERVICES 283897 1 7651 268181 275832 TUITION & FEES 611710 6752826 6752826 OTHER PROGRAM INCOME 900099 130018 130018 AUXILIARY ENTERPRISES 900099 1705 1705 6884549 4806 4806 1200 0 1200 1200 1200 33793 7651 15711 18082 18082 7184469 6884549 0 24088 1998690 1998690 285083 227611 53506 3966 2407153 1962901 401817 42435 166969 134424 32545 233953 190408 43455 90 3521 3521 38350 38350 16996 16996 164439 164439 81996 66734 13810 1452 7600 7600 579924 471985 97671 10268 39308 31772 6575 961 152989 124514 25766 2709 62994 3763 59231 ACADEMIC SUPPLIES AND S 525692 525692 REPAIRS AND MAINTENANCE 152982 126596 26197 189 INFORMATION NETWORK EXP 121667 121667 TEACHER DEVELOPMENT 44556 44556 210608 8562 194351 7695 7295470 6082647 1143058 69765 984999 792957 405469 675484 660802 372507 52707 94508 27529 31284 3034407 1840940 938900 1193467 366950 161446 3437356 3321653 47883 52027 318144 334822 672047 647026 1038074 1033875 X 850466 685865 1427837 1448902 120979 153011 2399282 2287778 3437356 3321653 -111001 -503 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 178973 32032 774 211779 178363 505 105 178973 171263 5678 1422 178363 166013 5140 110 171263 159021 5262 1730 166013 0.00000 0.72250 0.27750 0 0 137000 137000 840960 290142 550818 954449 294093 660356 1101998 1256705 -154707 1193467 5812411 -503 9898 9395 5803016 1381453 1381453 7184469 5923915 9898 9898 5914017 1381453 1381453 7295470 PART V, LINE 4: FOR THE 2016 TAX YEAR, THE SCHOOL HAD THREE ENDOWMENT FUNDS: (1) THE VICTOR AND DINAH LAZAR FUND IS DESIGNATED TO OFFSET A PORTION OF THE SCHOOL'S AGGREGATE TUITION ADJUSTMENTS (FINANCIAL AID); (2) THE ELIZABETH LAUDER EARLY ENDOWMENT FUND, WHICH IS DESIGNATED FOR USE FOR SUPPORT AND EXPENSES OF THE HIGH SCHOOL WOMEN'S BASKETBALL TEAM; (3) THE RUSCITI ENDOWMENT FUND, WHICH IS DESIGNATED FOR USE IN SUPPORT OF THE SCHOOL'S ATHLETIC PROGRAM. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 9,898. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FELLOWSHIPS 1,040,182. SIBLING DISCOUNTS 341,271. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 9,898. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FELLOWSHIPS 1,040,182. SIBLING DISCOUNTS 341,271. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 BROCHURE STATES: "AN INDEPENDENT CENTER OF QUALITY EDUCATION FOR CHILDREN OF ALL RACES AND CREEDS." HF 25573 5410 20163 10149 MF 15871 2241 13630 5562 41444 7651 33793 15711 15711 18082 1 TUITION ADJUSTMENT (FINANCIAL AID) 119 957086 FMV REDUCED TUITION TUITION REMISSION 40 617237 FMV REDUCED TUITION SIBLING DISCOUNTS 96 341271 FMV REDUCED TUITION SCHOLARSHIPS 12 83096 FMV REDUCED TUITION PART I, LINE 2: A FACULTY & 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 COST. TRUSTEES TRUSTEES/FAMILY 27554 TUITION ADJ TUITION REDUCTION TRUSTEE TRUSTEE/FAMILY 6786 SCHOLARSHIP TUITION REDUCTION FORM 990, SCHEDULE L, PART III FOR CONFIDENTIALITY PURPOSES THE NAMES OF ALL INDIVIDUALS RECEIVING TUITION ADJUSTMENTS AND SCHOLARSHIPS ARE NOT DISCLOSED. THE PROCESS FOR DETERMINING TUITION ADJUSTMENT AND A SCHOLARSHIP AWARD IS DESCRIBED IN THE FOLLOWING PARAGRAPHS AND THE PROCESS FOR DETERMINING ELIGIBILITY FOR ANY TUITION ADJUSTMENT OR SCHOLARSHIP IS THE SAME FOR TRUSTEE FAMILY MEMBERS AS IT IS FOR ANY OTHER INDIVIDUAL RECEIVING ADJUSTMENT.THE ANNUAL AMOUNT OF TUITION ADJUSTMENT IS ESTABLISHED AT APPROXIMATELY 16% OF THE TUITION REVENUE BUDGET. IN ADDITION TO TUITION ADJUSTMENT, CHICAGO WALDORF AWARDS UP TO FIVE HIGH SCHOOL SCHOLARSHIPS ANNUALLY. THE OPPORTUNITY FOR TUITION ADJUSTMENT AND HIGH SCHOOL SCHOLARSHIPS (REDUCTION IN TUITION) ARE AVAILABLE TO THE FAMILIES OF ALL STUDENTS. ANY INDIVIDUALS WHO DESIRE TUITION ADJUSTMENT AND/OR HIGH SCHOOL SCHOLARSHIPS AWARDS MUST FILE AN APPLICATION WITH AN OUTSIDE FINANCIAL AID PROGRAM VENDOR. THE PROGRAM ASSESSES INCOME, ASSETS AND DEBT, DETERMINING A FAMILY'S ABILITY TO PAY TUITION, RECOMMENDING A TUITION ASSISTANCE AND/OR HIGH SCHOOL SCHOLARSHIP AWARD.THE SCHOOL'S TUITION ADJUSTMENT COMMITTEE (COMPRISED OF FACULTY AND STAFF MEMBERS) USES THIS INFORMATION TO MAKE INDIVIDUAL TUITION ADJUSTMENT AWARDS BASED UPON THE DEMONSTRATED NEED OF THE FAMILY AND AVAILABILITY OF FUNDS FOR AWARDS.THE SCHOLARSHIP COMMITTEE (COMPRISED OF HIGH SCHOOL FACULTY) USES THE FINANCIAL INFORMATION ALONG WITH A PARENT ESSAY AND DEFINED MERIT CRITERIA TO AWARD FIVE HIGH SCHOOL SCHOLARSHIPS EACH YEAR TO INCOMING 9TH GRADE STUDENTS. THE SCHOLARSHIP WILL BE RENEWED FOR EACH YEAR OF HIGH SCHOOL, AS LONG AS THE STUDENT REMAINS IN GOOD ACADEMIC AND FINANCIAL STANDING AND CONTINUES TO DEMONSTRATE FINANCIAL NEED. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT AND THE AUDIT COMMITTEE REVIEW 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 RETURN AND ASK QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C MEETINGS ARE HELD REGULARLY AND THE CONFLICT OF INTEREST POLICY IS DISCUSSED, SIGNED ANNUALLY BY ALL TRUSTEES AND ENFORCED. 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. 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.