2016-02-02T12:20:25-07:00 2015-06-30 990 2014-07-01 951909237 DUNN SCHOOL DUNN 8056886471 PO BOX 98 LOS OLIVOS CA 93441 Chad Stacy Director of Finance 8056886471 2015-12-14 2014 2016-04-25 22:37:26Z AND DUNN MIDDLE SCHOOL AND DUNN SUMMER ACADEMY MIKE BECK PO Box 98 Los Olivos CA 93441 10442828 0 X WWW.DUNNSCHOOL.ORG X 1957 CA THE MISSION OF THE DUNN SCHOOL COMMUNITY IS TO EDUCATE THE WHOLE STUDENT TO HIS OR HER FULLEST POTENTIAL IN PREPARATION FOR A LIFE OF LEARNING AND LEADERSHIP IN SOCIETY. 16 16 165 50 116311 0 3635439 877431 8801242 9324052 71079 97033 0 116311 12507760 10414827 1682296 1600557 0 0 4813258 4700766 0 0 361233 3699237 3853137 10194791 10154460 2312969 260367 15233160 15986258 4863459 5322714 10369701 10663544 The mission of the Dunn School community is to educate the whole student to his or her fullest potential in preparation for a life of learning and responsible leadership in society. 0 0 6977539 0 7259555 DUNN MIDDLE AND DUNN UPPER SCHOOLS PROVIDED 6TH THROUGH 12TH GRADE COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 114 BOARDING AND 111 DAY STUDENTS DURING THE FISCAL YEAR. 240495 0 274203 Dunn Summer Academy is a four-week residential program for rising 8th, 9th, and 10th graders. Dunn Academy has two programs: ESL and Learning Strategies. Located on California's central coast, Dunn School is an ideal place to learn and explore; students strengthen academics while enjoying all that this region has to offer. 1600557 0 0 DUNN SCHOOL PROVIDES STUDENT SCHOLARSHIPS, NEED BASED FINANCIAL AID, AND TUITION REMISSION TO ELIGIBLE STUDENTS. WE PROVIDE THIS AID BASED ON FINANCIAL NEED IN ORDER TO SERVE A DIVERSE STUDENT BODY AND TO PROVIDE A FULL, ENRICHING AND GLOBAL CLASSROOM ENVIRONMENT. 0 0 0 8818591 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 165 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CHAD STACY 8056860621 PO BOX 98 LOS OLIVOS CA 93441 MICHAEL K BOONE TRUSTEE 1 0 X 0 0 0 CYNTHIA BRONFMAN TRUSTEE 1 0 X 0 0 0 DEAN DAVIDGE SECRETARY 1 0 X 0 0 0 DEBBIE JONES CHAIR 4.00 0 X X 0 0 0 DAVID M NELSON TREASURER 1 0 X 0 0 0 BRUCE J THACHER VICE CHAIR 1 0 X 0 0 0 CHRISTOPHER WESSELMAN TRUSTEE 1 0 X 0 0 0 CHERYL STAUFFER TRUSTEE 1 0 X 0 0 0 GLADDYS URIBE TRUSTEE 1 0 X 0 0 0 JIM CHOMEAU TRUSTEE 1 0 X 0 0 0 CHARLES A JACKSON TRUSTEE 1 0 X 0 0 0 DON DAVES-ROUGEAUX TRUSTEE 1 0 X 0 0 0 DANA JACKSON TRUSTEE 1 0 X 0 0 0 DIVO DENOVE TRUSTEE 1 X 0 0 0 JAY CONGER TRUSTEE 1 0 X 0 0 0 MICHAEL C BECK HEAD OF SCHOOL 60 0 X X X 183820 0 0 CHAD STACY DIRECTOR OF FINANCE 60 0 X X 90362 0 0 AARON DORLARQUE ASSOCIATE HEAD OF SCHOOL 60 0 X 102300 0 0 376482 0 0 2 0 1 0 FLIK INDEPENDENT SCHOOL DINING PO BOX 50196 LOS ANGELES CA 90074 FOOD SERVICE PROGRAM, LABOR AND DINING HALL REMODEL 907713 0 0 0 0 0 877431 0 877431 STUDENT TUITION (GROSS) 611110 8860112 8860112 0 0 SUMMER PROGRAM REVENUE 611110 274203 274203 0 0 OTHER STUDENT REVENUE 611110 189737 189737 0 0 0 0 0 0 9324052 97033 97033 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 144312 0 28001 116311 116311 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10414827 9421085 116311 0 0 0 1508957 1508957 91600 91600 0 0 376482 274182 102300 3374586 2909784 371050 93752 188439 153827 26763 7849 471691 350478 96679 24534 289568 230640 44346 14582 0 0 0 0 20109 0 20109 0 10625 0 10625 0 0 0 0 0 0 0 5131 0 5131 0 0 0 0 0 8924 8924 0 0 54396 48128 4479 1789 213277 179401 24208 9668 0 0 0 0 498886 493580 3792 1514 106073 69809 9259 27005 0 0 0 0 70114 58620 7728 3766 135041 135041 0 0 0 0 0 0 702515 702515 0 0 345473 311680 24149 9644 SCHOOL KITCHEN 751547 751547 0 0 STUDENT ACTIVITIES 385067 383227 1315 525 BOOKS AND CLASSROOM EXPENSES 116251 116251 0 0 STUDENT RECRUITING 184547 184547 0 0 245161 130035 50821 64305 10154460 8818591 974636 361233 1620120 2419392 758689 506192 36301 6438 14826 0 99180 144339 17966573 10316837 7796381 7649736 4907663 5260161 15233160 15986258 321760 319446 2077297 2584402 2464402 2418866 4863459 5322714 X 3957556 3982683 2634738 2863454 3777407 3817407 10369701 10663544 15233160 15986258 X 260367 38262 0 5131 0 -9917 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5393616 123432 129899 106000 0 0 5540947 2330460 2625977 476974 39795 0 0 5393616 2101666 133250 111694 16150 0 0 2330460 2012649 120600 -134 31449 0 0 2101666 1828434 146701 75830 38316 0 0 2012649 0 0.69 0.31 0 0 332547 0 332547 16282661 0 9556210 6726451 0 0 0 0 877894 0 760627 117267 473471 0 0 473471 7649736 8847747 135295 0 0 -1600557 -1465262 10313009 5131 96687 101818 10414827 8553903 0 0 0 -1600557 -1600557 10154460 0 0 0 10154460 Schedule D, Part V, Line 4 THE PURPOSE OF THE DUNN SCHOOL ENDOWMENT IS TO SUPPORT THE INSTITUTION IN PERPETUITY BY PROVIDING A STEADY STREAM OF INCOME TO SUPPORT GENERAL NEEDS OF THE SCHOOL, STUDENT SCHOLARSHIP AND FACULTY SUPPORT. Schedule D, Part XI, Line 2d FINANCIAL AID AND TUITION DISCOUNTS ARE ACCOUNTED FOR AS A CONTRA REVENUE IN THE AUDITED FINANCIAL STATEMENTS AND AN EXPENSE IN THE IRS FORM 990. Schedule D, Part XI, Line 4b REALIZED GAINS FROM INVESTMENTS Schedule D, Part XII, Line 2d FINANCIAL AID AND TUITION REMISSION ARE ACCOUNTED FOR AS CONTRA REVENUE PER AUDITED FINANCIAL STATEMENTS BUT ARE CONSIDERED EXPENSES ON THE IRS FORM 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 ANY STUDENT INTERESTED IN APPLYING TO DUNN SCHOOL MUST FIRST COMPLETE AN APPLICATION FOR ADMISSION. OUR APPLICATION CLEARLY STATES OUR NON-DISCRIMINATORY POLICY. OUR POLICY IS ALSO AVAILABLE ON OUR WEB-SITE AND OTHER MARKETING MATERIALS. 1 East Asia and the Pacific 0 0 Program Services INTERNATIONAL TRAVEL BY ADMISSIONS AND DEVELOPMENT OFFICERS TO RECRUIT STUDENTS TO ATTEND DUNN SCHOOL OR FUNDING TO SUPPORT OUR VARIOUS MISSION RELATED INITIATIVES. 16425 Europe (including Iceland and Greenland) 0 0 Program Services INTERNATIONAL TRAVEL BY ADMISSIONS AND DEVELOPMENT OFFICERS TO RECRUIT STUDENTS TO ATTEND DUNN SCHOOL OR FUNDING TO SUPPORT OUR VARIOUS MISSION RELATED INITIATIVES. 8654 North America (including Canada and Mexico, but not the United States) 0 0 Program Services INTERNATIONAL TRAVEL BY ADMISSIONS AND DEVELOPMENT OFFICERS TO RECRUIT STUDENTS TO ATTEND DUNN SCHOOL OR FUNDING TO SUPPORT OUR VARIOUS MISSION RELATED INITIATIVES. 3800 0 0 28879 FINANCIAL AID AND LIVING STIPENDS Sub-Saharan Africa 4 28000 $7,000 LIVING EXPENSES STIPEND PAID TO HOST FAMILY 91600 NEED BASED FINANCIAL AID TO SUPPORT FOUR STUDENTS FROM SIERRA LEONE FMV 0 0 0 0 0 0 Schedule F, Part I, Line 2 IN FISCAL 2014/2015 DUNN SCHOOL AWARDED FOUR FULL SCHOLARSHIPS TO WORTHY APPLICANTS FROM SIERRA LEONE. THESE SCHOLARSHIPS WERE FUNDED BY GENEROUS DONORS. DENIM AND DIAMONDS 144312 0 144312 0 0 0 0 0 28001 0 0 144312 0 144312 0 0 0 0 0 28001 28001 116311 Schedule G, Part I, Line 1 DENIM AND DIAMONDS WAS A SPECIAL EVENT IN SUPPORT OF DUNN'S FINANCIAL AID AWARDS AND INNOVATIVE PROGRAMMING. 1 FINANCIAL AID/TUITION REMISSION 76 0 1600557 FMV DUNN SCHOOL OFFERS TUITION DISCOUNTS IN THE FORM OF NEED BASED FINANCIAL AID AND TUITION REMISSION Schedule I, Part I, Line 2 DUNN SCHOOL MAINTAINS PUBLICLY AVAILABLE AND WIDELY DISTRIBUTED POLICIES AND PROCEDURES TO INFORM STUDENTS AND THEIR PARENTS OF OUR FINANCIAL AID APPLICATION AND DISTRIBUTION PROCESS. EACH APPLICANT MUST PROVIDE SIGNIFICANT DATA TO SUPPORT THEIR INCOME AND ASSETS INCLUDING: SSS FORM AND TAX DOCUMENTATION. DUNN SCHOOL FOLLOWS A SYSTEMATIC AND FAIR PROCESS FOR DETERMINING AID ELIGIBILITY AND VERIFYING THE DOCUMENTATION PROVIDED BY THE FAMILY AND THE ELIGIBILITY OF THE RECIPIENT. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 MICHAEL C BECK HEAD OF SCHOOL 183820 0 0 0 0 0 0 0 72156 0 255976 0 0 0 CHAD STACY DIRECTOR OF FINANCE 90362 0 0 0 0 0 0 0 44253 0 134615 0 0 0 AARON DORLARQUE ASSOCIATE HEAD OF SCHOOL 102300 0 0 0 0 0 0 0 51149 0 153449 0 0 0 Schedule J, Part I, Line 1a DUNN SCHOOL IS A PRIVATE BOARDING SCHOOL. AS A CONVENIENCE TO THE SCHOOL, WE REQUIRE SEVERAL FACULTY AND ADMINISTRATORS TO LIVE ON CAMPUS TO PROVIDE RESIDENTIAL SERVICES TO THE STUDENTS. THE HEAD OF SCHOOL'S HOUSE IS ALSO A DORM WHICH HOUSES UP TO SIX BOARDING STUDENTS. THE HEAD OF SCHOOL'S HOUSE IS ALSO USED TO ENTERTAIN ALUMNI, STUDENTS, AND PARENTS, AND TO PROVIDE TEMPORARY HOUSING FOR IN-TRANSIT FACULTY AND STAFF. THIS HOUSING IS A SPECIFIC CONDITION OF EMPLOYMENT. Schedule J, Part I, Line 3 THE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN COORDINATION WITH THE NEGOTIATION OF THE EMPLOYMENT CONTRACT. THE BOARD USES COMPARATIVE DATA, ACHIEVEMENT OF GOALS, PERFORMANCE OF THE SCHOOL, AND SALARY BENCHMARKING DATA FROM VARIOUS SOURCES TO DETERMINE COMPENSATION. COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED BY THE HEAD OF SCHOOL USING BENCHMARKED SALARY DATA AVAILABLE FROM NAIS AND CAIS. Form 990, Part VI, Section A, Line 4 THE DUNN SCHOOL BOARD OF TRUSTEES WORKED WITH LEGAL COUNSEL TO UPDATE THE SCHOOL'S CORPORATE BYLAWS DURING THE FISCAL YEAR. Form 990, Part VI, Section B, Line 11b THE BOARD OF TRUSTEES IS PROVIDED AN ELECTRONIC COPY OF THE IRS FORM 990 AND VOTES TO APPROVE PRIOR TO SUBMISSION. Form 990, Part VI, Section B, Line 12c ANNUALLY, THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE SCHOOL'S CONFLICT OF INTEREST POLICY AND ARE ASKED TO COMPLETE A WRITTEN FORM DECLARING ANY SUCH CONFLICTS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES COLLECTS AND ANALYZES THESE DISCLOSURES AND TAKES APPROPRIATE ACTION, WHICH MAY INCLUDE: TRUSTEE RECUSES HIM/HERSELF DURING DISCUSSION AND VOTE ON TOPIC WHERE CONFLICT EXISTS, INDEPENDENT COMPETING BIDS ARE OBTAINED PRIOR TO DOING BUSINESS WITH TRUSTEE, AND OTHER STEPS AS NECESSARY. Form 990, Part VI, Section B, Line 15 THE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED DURING CONTRACT NEGOTIATION BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE BOARD USES COMPARATIVE DATA, ACHIEVEMENT OF GOALS, PERFORMANCE OF THE SCHOOL, AND SALARY BENCHMARKING DATA FROM VARIOUS SOURCES TO DETERMINE COMPENSATION. COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED BY THE HEAD OF SCHOOL USING BENCHMARKED SALARY DATA AVAILABLE FROM NAIS AND CAIS. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS AND BOARD POLICIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS AS PART OF THE BOARD HANDBOOK. THE PUBLIC MAY REQUEST THESE DOCUMENTS. Form 990, Part XI, Line 9 OTHER RECONCILING ITEMS DUNN SCHOOL FILED AND THE IRS APPROVED AN IRS FORM 8868, APPLICATION FOR EXTENSION OF TIME TO FILE AN EXEMPT ORGANIZATION RETURN. THIS EXTENSION ALLOWS THE SCHOOL TO SUBMIT THE COMPLETED 990 BY FEBRUARY 15, 2016.