2016-11-15T07:54:20-06:00 2016-06-30 510380493 WHEELER WOLFENDEN & DWARES PA 4550 NEW LINDEN HILL ROAD STE 201 WILMINGTON DE 19808 990 2015-07-01 510071443 THE TATNALL SCHOOL INC TATN 3029982292 1501 BARLEY MILL ROAD WILMINGTON DE 19807 PAULA HAGER BUSINESS MANAGER 3029982292 2016-11-10 1 CAROL DILUZIO CPA P01549768 3022548240 2015 2017-02-10 21:41:12Z PAULA HAGER 1501 BARLEY MILL ROAD WILMINGTON DE 19807 18201259 0 X WWW.TATNALL.ORG X 1930 DE INDEPENDENT PRIVATE SCHOOL FOR STUDENTS IN NURSERY THROUGH TWELFTH GRADE 20 20 258 200 0 0 901521 934330 14501406 14511023 1420668 461224 53551 71513 16877146 15978090 3521169 3875326 0 0 9270489 9556005 0 0 422822 4489726 4433932 17281384 17865263 -404238 -1887173 52223179 49262817 4089423 3964312 48133756 45298505 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 15117200 3875326 14582536 THE ORGANIZATION CONDUCTS AN EDUCATIONAL INSTITUTION WHICH IS COEDUCATIONAL FOR 588 STUDENTS FROM NURSERY SCHOOL THROUGH TWELFTH GRADE. 15117200 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 29 0 258 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 CAROLINE BROWN LINTNER PRESIDENT 1.00 X X 0 0 0 STEPHEN MARVIN VICE PRESIDENT 1.00 X X 0 0 0 FRANK MC KELVEY VICE PRESIDENT 1.00 X X 0 0 0 THOMAS FERRY TREASURER 1.00 X X 0 0 0 CAROLYN WALKER SECRETARY 1.00 X X 0 0 0 PETER ATWATER TRUSTEE 1.00 X 0 0 0 CYNTHIA HEWITT TRUSTEE 1.00 X 0 0 0 S MARK HURD TRUSTEE 1.00 X 0 0 0 CAROLINE TATNALL KETCHAM TRUSTEE 1.00 X 0 0 0 MARGARET LAIRD TRUSTEE 1.00 X 0 0 0 ELIZABETH D MARON TRUSTEE 1.00 X 0 0 0 DANA NESTOR TRUSTEE 1.00 X 0 0 0 WENDY OWEN TRUSTEE 1.00 X 0 0 0 MARY LU PAMM TRUSTEE 1.00 X 0 0 0 REBECCA ROGERS TRUSTEE 1.00 X 0 0 0 THOMAS C SHEA JR 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 CHARLES TIERNEY HEADMASTER 40.00 X 286550 0 25554 PAULA HAGER BUSINESS MANAGER 40.00 X 138865 0 32657 MICHAEL TALARICO DIRECTOR OF DEVELOPMENT 40.00 X 117472 0 19603 ALLISON PRICE DIRECTOR OF ADMISSIONS 40.00 X 113535 0 11624 DEANNA BOCCHETTI LOWER SCHOOL HEAD 40.00 X 121604 0 22290 778026 0 111728 5 0 1 0 FIRST CHOICE CLEANING SERVICES INC 1722 NEWPORT GAP PIKE WILMINGTON DE 19808 JANITORIAL 241450 TIPTON COMMUNICATION 323 E MAIN STREET NEWARK DE 19711 INTERNET 195124 2 934330 934330 TUITION AND FEES 611600 13743370 13743370 AUXILIARY ACTIVITIES 900099 412274 412274 SUMMER CAMP PROGRAMS 900099 274299 274299 MISCELLANEOUS INCOME 900099 81080 81080 14511023 570595 570595 71513 0 71513 71513 71513 2113798 2223169 -109371 -109371 -109371 15978090 14582536 0 461224 3875326 3875326 513269 513269 6892513 5299974 1274527 318012 382783 382783 1244708 1244708 522732 522732 32360 32360 31687 31687 272831 272831 57260 57260 143307 143307 1218766 1218766 121046 121046 REPAIRS AND MAINTENANCE 796102 796102 INSTRUCTIONAL EXPENSES 573841 573841 UTILITIES 339395 339395 ADVANCEMENT 104810 104810 742527 742527 17865263 15117200 2325241 422822 1616941 2316900 1508494 1485739 18766 29133 29473 42432 58787 112466 110274 46339678 24750152 22370147 21589526 26279823 23388117 263743 265235 52223179 49262817 206952 136335 1884615 1907471 811679 784614 1186177 1135892 4089423 3964312 X 26648108 25292601 14277496 12776108 7208152 7229796 48133756 45298505 52223179 49262817 -1887173 -948078 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23296115 31645 -563115 1278716 21485929 23615702 133871 572174 1025632 23296115 20631379 31001 3821076 867754 23615702 18589954 132454 2500248 591277 20631379 19621346 30140 -516559 544973 18589954 0.08860 0.33650 0.57490 0 0 153192 153192 41399306 20742278 20657028 1793816 1389862 403954 2164175 1910336 253839 829189 707676 121513 21589526 AGENCY ACCOUNTS 55734 ACCRUED SALARIES 688903 ACCRUED PAYROLL TAXES 39335 ACCRUED VACATION 80854 OTHER LIABILITIES 240670 CAPITAL LEASE PAYABLE 30396 1135892 X 11122999 -948078 -948078 12071077 31687 3875326 3907013 15978090 13958250 0 13958250 31687 3875326 3907013 17865263 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 2012, 2013 AND 2014 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 2,506,026. TUITION REMISSION 1,355,508. BOOK AND ACTIVITY REMISSION 13,792. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,506,026. TUTION REMISSION 1,355,508. BOOK AND ACTIVITY REMISSION 13,792. 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 185 2506026 FMV SCHOLARSHIP AID PROVIDED TO STUDENTS WITH FINANCIAL NEED. FACULTY REMISSION 90 1355508 FMV TUITION REDUCTION FOR ELIGIBLE FACULTY MEMBERS. BOOK REMISSION 13792 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 CHARLES TIERNEY HEADMASTER 286550 0 0 0 0 0 3952 0 21602 0 312104 0 0 0 PAULA HAGER BUSINESS MANAGER 138865 0 0 0 0 0 11055 0 21602 0 171522 0 0 0 X 15 103024 FMV AT DATE OF SALE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE OF THE BOARD IS PROVIDED WITH A COPY OF THE RETURN PRIOR TO ISSUANCE. 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.