2017-05-11T13:48:50-05:00 2016-06-30 251638525 GROSSMAN YANAK & FORD LLP THREE GATEWAY CTR STE 1800 PITTSBURGH PA 15222 990 2015-07-01 251030691 WINCHESTER THURSTON SCHOOL WINC 4125787500 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 GARY J NIELS HEAD OF SCHOOL 4125787500 2017-05-11 1 RICHARD E DYNOSKE P00095538 4123389300 2015 2021-01-29 14:40:06Z GARY J NIELS 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 21860267 0 X WWW.WINCHESTERTHURSTON.ORG X 1949 PA THE ORGANIZATION IS A COLLEGE-PREPARATORY, INDEPENDENT, NON-SECTARIAN, DAY SCHOOL SERVING BOYS AND GIRLS IN PRE-KINDERGARTEN THROUGH GRADE 12. THE SCHOOL ENGAGES EACH STUDENT IN A CHALLENGING AND INSPIRING LEARNING PROCESS THAT DEVELOPS THE MIND, MOTIVATES THE PASSION TO ACHIEVE, AND CULTIVATES THE CHARACTER TO SERVE. 27 26 260 350 0 0 5978611 1130818 16041636 17056488 784527 923449 101609 8284 22906383 19119039 2914136 3199512 0 0 9843389 9861303 0 0 620368 6224484 6302860 18982009 19363675 3924374 -244636 41178237 39513490 11949908 11838929 29228329 27674561 WINCHESTER THURSTON SCHOOL ENGAGES EACH STUDENT IN A CHALLENGING AND INSPIRING LEARNING PROCESS THAT DEVELOPS THE MIND, MOTIVATES THE PASSION TO ACHIEVE, AND CULTIVATES THE CHARACTER TO SERVE. 0 0 8791870 17056488 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 670 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH GRADE TWELVE. 3199512 3199512 FINANCIAL AID TO APPROXIMATELY 228 STUDENTS 2079661 OPERATION AND MAINTENANCE OF PLANT FACILITIES 14071043 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 260 1 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X M DAVID WOLLAM DIRECTOR OF FINANC 4125787500 555 MOREWOOD AVE PITTSBURGH PA 152132899 JANE ARENSBERG-THOMPSON EMERITUS 3.00 X 0 0 0 KATHLEEN W BUECHEL TRUSTEE 3.00 X 0 0 0 MANNY CAHOUET-ROTONDI TRUSTEE 3.00 X 0 0 0 SIMIN YAZDGERDI CURTIS TRUSTEE 3.00 X 0 0 0 ILANA DIAMOND TRUSTEE 3.00 X 0 0 0 ROBERT I GLIMCHER TRUSTEE 3.00 X 0 0 0 ROSANNE ISAY HARRISON EMERITUS 3.00 X 0 0 0 ELIZABETH S HURTT EMERITUS 3.00 X 0 0 0 VINCENT O JOHNSON TRUSTEE 3.00 X 0 0 0 JANET HARRISON KUZMISHIN TRUSTEE 3.00 X 0 0 0 KENNETH M LEHN TRUSTEE 3.00 X 0 0 0 ELSA LIMBACH TRUSTEE 3.00 X 0 0 0 CAROLE OSWALD MARKUS EMERITUS 3.00 X 0 0 0 DAVID L PORGES TRUSTEE 3.00 X 0 0 0 HENRY POSNER III EMERITUS 3.00 X 0 0 0 MARTIN E POWELL TRUSTEE 3.00 X 0 0 0 KELLY HANNA RILEY TRUSTEE 3.00 X 0 0 0 MARYJEAN RUSAK TRUSTEE 3.00 X 0 0 0 SHARON SEMENZA TRUSTEE 3.00 X 0 0 0 KURT C SMALL TRUSTEE 3.00 X 0 0 0 CHRISTINE G STONE TRUSTEE 3.00 X 0 0 0 PHILIP T SWEENEY TRUSTEE 3.00 X 0 0 0 JIMMY ZHU TRUSTEE 3.00 X 0 0 0 JENNIFER GONZALEZ MCCOMB PRESIDENT 3.00 X X 0 0 0 TERRANCE A HAYES VICE PRESIDENT 3.00 X X 0 0 0 DEESHA PHILYAW VICE PRESIDENT 3.00 X X 0 0 0 PAUL ROSENBLATT VICE PRESIDENT 3.00 X X 0 0 0 KERRY BRON SECRETARY 3.00 X X 0 0 0 CINDY AKERS GERBER ASSISTANT SECRETARY 3.00 X X 0 0 0 DUSTY ELIAS KIRK TREASURER 3.00 X X 0 0 0 KATHLEEN L METINKO ASSISTANT TREASURER 3.00 X X 0 0 0 GARY NIELS HEAD OF SCHOOL 40.00 X X 351238 0 42893 JOHN CHARNEY ASSISTANT HEAD FOR OPERATIONS 40.00 X 109500 0 19500 MAURA FARRELL ASSOCIATE HEAD FOR EXTERNA 40.00 X 126714 0 13125 KRISTEN KLEIN DIRECTOR OF UPPER SCHOOL 40.00 X 100078 0 11793 M DAVID WOLLAM DIRECTOR OF FINANCE 40.00 X 119110 0 23643 806640 0 110954 5 0 1 0 UPMC HEALTH PLAN 600 GRANT STREET PITTSBURGH PA 15219 HEALTH INSURANCE 1063439 JENDOCO CONSTRUCTION CORPORATION 2000 LINCOLN ROAD PITTSBURGH PA 15235 AUDITORIUM RENOVATION 900464 METZ AND ASSOCIATES 2591 WEXFORD BAYNE ROAD SWICKLEY PA 15143 SCHOOL LUNCH PROGRAM 591666 COMDATA 5301 MARYLAND WAY BRENTWOOD TN 37027 PAYMENT SOLUTIONS 503587 CENTRAL MAINTENANCE & SERVICE 61 E CRAFTON AVE PITTSBURGH PA 15205 JANITORIAL SERVICES 486615 8 81717 1049101 125632 1130818 PROGRAM SERVICE REVENUE 611710 15255928 15255928 AUXILIARY ENTERPRISES 611710 1681195 1681195 FEE INCOME 611710 119365 119365 17056488 208798 208798 3431780 2717129 714651 714651 714651 32383 24099 8284 8284 19119039 17056488 0 931733 3199512 3199512 670964 670964 7432228 5201168 1872307 358753 1200584 816746 331643 52195 557527 357821 172788 26918 43003 43003 34009 34009 23738 23738 64944 13425 40657 10862 359551 305353 54198 1123875 1123875 113276 101556 5166 6554 24025 24025 132538 132538 886305 853973 32332 98148 98148 AUXILIARY ENTERPRISES 1520015 1520015 GENERAL AND ADMINISTRAT 909331 909331 CLASSROOM INSTRUCTION 548756 548756 STUDENT SERVICES EXPENS 334196 334196 87150 87150 19363675 14071043 4672264 620368 3375941 2850613 4912000 2595284 371749 409759 14101 18349 135551 137911 31015221 13103960 17358034 17911261 15010861 15590313 41178237 39513490 1433132 1398896 2917531 3405816 7465847 6927173 133398 107044 11949908 11838929 X 12319102 11999356 2367856 1034147 14541371 14641058 29228329 27674561 41178237 39513490 X -244636 -1300848 -8284 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15010827 1634397 -285295 769616 15590313 12822573 2920084 -77553 654277 15010827 10205215 1479452 1720668 582761 12822573 9473157 162235 1036807 466984 10205215 9709678 322249 -122509 229279 206982 9473157 0.09540 0.86050 0.04410 0 0 1628781 1628781 23579668 8569171 15010497 5806772 4534789 1271983 17911261 FUNDS HELD FOR OTHERS 17128 SWAP OBLIGATION 89916 107044 X 14610395 -1300848 -1300848 15911243 3207796 3207796 19119039 16164163 0 16164163 3199512 3199512 19363675 PART X, LINE 2: THE SCHOOL ACCOUNTS FOR UNCERTAIN TAX POSITIONS UNDER THE UNCERTAINTY IN INCOME TAXES SUBTOPIC OF THE ASC. THIS SUBTOPIC CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT PRINCIPLES FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TO BE TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE SCHOOL HAS REVIEWED ALL OPEN TAX YEARS (2013 - PRESENT) AND MAJOR JURISDICTIONS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REDUCTIONS TO TUITION FUNDRAISING PART XII, LINE 4B - OTHER ADJUSTMENTS: REDUCTIONS TO TUITION FUNDRAISING SCHEDULE D PART V, LINE 4: THE INCOME FROM THE ENDOWMENT IS USED PRINCIPALLY FOR FINANCIAL AID AND FACULTY DEVELOPMENT PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT INCLUDED AS AN EXPENSE ON FORM 990. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUND RAISING ACTIVITIES ARE REPORTED SEPARATELY ON FORM 990. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT INCLUDED AS AN EXPENSE ON FORM 990. 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 NONDISCRIMINATORY POLICY IS PUBLISHED IN BOTH SCHOOL BROCHURES AND LOCAL PUBLICATIONS. SCHEDULE E, PART I, LINE 6 THE SCHOOL PARTICIPATES IN THE PURCHASE AND LOAN OF TEXTBOOKS AND INSTRUCTIONAL MATERIALS UNDER THE COMMONWEALTH OF PENNSYLVANIA ACTS 195 AND 90, AND THE CAPITAL ITEMS PROGRAM UNDER THE ALLEGHENY INTERMEDIATE UNIT IV.B AND TECHNOLOGY FOR SCHOOL PROGRAM UNTER TITLE III. APPLEFEST 13104 13104 1537 1600 4855 622 SPRING FLING 12920 12920 1687 117 3726 4884 2 6359 6359 0 3902 0 1169 32383 32383 3224 5619 8581 6675 24099 8284 1 FINANCIAL AID TO SPECIFIC STUDENTS 228 3199512 0 SCHEDULE I, PART I, LINE 2: THE SCHOOL MAINTAINS DETAILED RECORDS OF THE CRITERIA USED TO AWARD FINANCIAL AID TO STUDENTS ALONG WITH THE AMOUNT AWARDED. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GARY NIELS HEAD OF SCHOOL 269900 0 25000 0 56338 0 13250 0 29643 0 394131 0 0 0 A WILKINSBURG BOROUGH INDUSTRIAL AND COMMERCIAL AUTHORITY 2011-09-23 4000000 REFINANCE ORIGINAL NOTE DATED 05/06/05 0 0 0 B WILKINSBURG BOROUGH INDUSTRIAL AND COMMERCIAL AUTHORITY 2011-09-23 4000000 REFINANCE ORIGINAL NOTE DATED 05/06/05 0 0 0 A 4000000 31571 1 0 1 1 B 4000000 31571 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 1 1 CITIZENS BANK 7.000000000000 1 0 0 0 0 B 0 0 0 0 1 1 0 0 0 0 0 A 0 B 0 X 21 125632 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO THE AUDIT COMMITTEE WHICH IS A COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. THEN, THE DRAFT IS DISTRIBUTED TO ALL TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES SIGN A STATEMENT ACKNOWLEDGING THE WRITTEN POLICY AND BOTH ARE RETAINED IN THE GOVERNING BODY FILES. THE ACKNOWLEDGEMENT STATEMENT REQUIRES REPORTING OF SUCH TRANSACTIONS TO THE HEAD OF SCHOOL AND THE BOARD OF TRUSTEES BY THE INDIVIDUAL TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES WHEN DETERMINING REASONABLE COMPENSATION FOR THE HEAD OF SCHOOL EMPLOYS A SUBCOMMITTEE OF THE BOARD COMPRISED OF INDEPENDENT VOTING MEMBERS THAT REVIEWS PERFORMANCE, CONSIDERS GATHERED DATA FROM SIMILARLY CONSTITUTED INDEPENDENT SCHOOLS LOCALLY AND NATIONALLY, AND ENGAGES AN OUTSIDE CONSULTANT. OTHER KEY EMPLOYEES HAVE COMPENSATION DETERMINED BY HEAD OF SCHOOL THAT CONSIDERS PEER GROUP COLLECTED DATA. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: FUNDRAISING INCOME -8,284. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.