2016-05-05T12:34:40-05:00 2015-06-30 611015031 KRING RAY FARLEY & RIDDLE PSC 444 EAST MAIN STREET STE 203 LEXINGTON KY 40507 990 2014-07-01 610449657 SAYRE SCHOOL SAYR 8592541361 194 N LIMESTONE STREET LEXINGTON KY 40507 L BROOKS MCLAMB DIRECTOR OF FINANCE & OPERATIONS 8592541361 2016-05-05 1 KRING RAY FARLEY RIDDLE PSC P00067109 8592310541 2014 2016-08-17 19:52:53Z L BROOKS MCLAMB 194 N LIMESTONE STREET LEXINGTON KY 40507 15012049 0 X WWW.SAYRESCHOOL.ORG X 1854 KY INDEPENDENT SCHOOL 23 23 234 100 0 0 1772788 2567865 10177801 10786464 247671 249079 165766 260806 12364026 13864214 1125498 1253139 0 0 5619063 6559615 0 0 38073 4734837 4434191 11479398 12246945 884628 1617269 28359949 29870916 7368189 7341532 20991760 22529384 INDEPENDENT CO-EDUCATIONAL COLLEGE PREPATORY DAY SCHOOL SERVING STUDENTS PRE-SCHOOL THROUGH TWELFTH GRADE 0 0 9275955 1253139 11127770 PRESCHOOL, ELEMENTARY, MIDDLE AND UPPER SCHOOL EDUCATION - 535 STUDENTS ENROLLED 9275955 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 234 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X X L BROOKS MCLAMB 8592541361 194 N LIMESTONE STREET LEXINGTON KY 40507 STEPHEN MANELLA HEADMASTER 40.00 X X 189043 0 66465 C CLAY GREEN TRUSTEE 1.00 X 0 0 0 BETTY SIMMS RECESKI TRUSTEE 1.00 X 0 0 0 JUSTIN SAUTTER TRUSTEE 1.00 X 0 0 0 DUDLEY WEBB SECRETARY 3.00 X X 0 0 0 POPE MCLEAN JR TRUSTEE 1.00 X 0 0 0 ROBYN PETERMAN-ZAHN TRUSTEE 1.00 X 0 0 0 JUDGE WILSON II TRUSTEE 1.00 X 0 0 0 JULIUS P GARLINGTON TRUSTEE 1.00 X 0 0 0 JAMES BEN ALI HAGGIN CHAIRMAN 3.00 X X 0 0 0 RUDOLPH SCHMIDT TRUSTEE 1.00 X 0 0 0 MICHAEL M DAWAHARE TRUSTEE 1.00 X 0 0 0 JOHN BACKER TRUSTEE 1.00 X 0 0 0 JAMES K THORNBERRY TREASURER 3.00 X X 0 0 0 DANIA FAKHOURY TRUSTEE 1.00 X 0 0 0 KIMBERLY BAUGHMAN TRUSTEE 1.00 X 0 0 0 DAVID T GARRETT TRUSTEE 1.00 X 0 0 0 JUSTIN YANDELL TRUSTEE 1.00 X 0 0 0 CATHY JACOBS TRUSTEE 1.00 X 0 0 0 JAMES MILLER TRUSTEE 1.00 X X 0 0 0 KNOX VAN NAGELL PFISTER TRUSTEE 1.00 X 0 0 0 ANDREA TEW VICE CHAIR 3.00 X X 0 0 0 JACQUELIN WHITAKER MURPHY TRUSTEE 1.00 X 0 0 0 RODNEY S SHOCKLEY TRUSTEE 1.00 X 0 0 0 L BROOKS MCLAMB DIR. OF ADMIN 40.00 X 151608 0 35381 CLAYTON CHAMBLISS FORMER HEADMASTER 0.00 X 255000 0 0 595651 0 101846 3 1 1 0 FACILITIES MANAGEMENT SERVICES 4400 BISHOP LANE STE 108 LOUISVILLE KY 40218 JANITORIAL 129329 GORDON FOOD SERVICE 1856 PLAUDIT PL LEXINGTON KY 40509 FOOD SERVICE SUPPLIES 103048 2 2567865 54178 2567865 TUITION AND FEES 611600 9807829 9807829 STUDENT ACTIVITIES 611710 352343 352343 SUMMER PROGRAMS 611710 217270 217270 EXTENDED DAY PROGRAM 611710 176263 176263 PERSONAL LEARNING PROG. 611710 124052 124052 108707 108707 10786464 182726 182726 1027947 23566 967541 17619 60406 5947 66353 66353 331254 162675 168579 168579 MISCELLANEOUS INCOME 611710 92227 92227 92227 13864214 11127770 0 168579 1253139 1253139 5480349 3948951 1531398 132959 91201 41758 550338 404816 145522 395969 288432 107537 7803 7803 24489 24489 64447 64447 66875 66875 1743 1743 185868 174114 11754 170253 170253 3836 3836 3734 3734 177505 177505 998339 998339 84203 84203 FACULTY AND STAFF TUITI 743776 523399 220377 INSTRUCTIONAL SUPPLIES 418791 418791 STUDENT ACTIVITIES 326007 326007 UTILITIES 302882 302882 853640 375631 439936 38073 12246945 9275955 2932917 38073 760528 713884 510693 1652187 730504 1874195 114616 82455 19663 14296 278860 249313 31882198 13916912 18403326 17965286 5791237 5556128 1704721 1748732 45801 14440 28359949 29870916 817669 696765 1998911 2402742 4279856 4093477 271753 148548 7368189 7341532 X 15791529 15784207 1640493 3382307 3559738 3362870 20991760 22529384 28359949 29870916 1617269 -79645 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7495958 15685 130716 337499 7304860 6866326 9745 778797 158910 7495958 7296779 4085 213933 648471 6866326 7246437 46580 230276 226514 7296779 6252243 312955 1115598 434359 7246437 0.44790 0.09230 0.45980 1 0 1930990 1930990 26978416 11286339 15692077 2587554 2325153 262401 385238 305420 79818 17965286 SPDR S&P 500 ETF TRUST > 5% TOTAL ASSETS 1748732 F 1748732 DEFERRED COMPENSATION 148548 148548 13947244 -79645 162675 83030 13864214 0 13864214 12409620 162675 162675 12246945 0 12246945 PART V, LINE 4: INVESTMENT INCOME FROM ENDOWMENT FUNDS IS USED FOR SCHOLARSHIPS AND ACADEMIC AWARDS, BUILDING CONSTRUCTION AND IMPROVEMENTS, AND TO OFFSET COSTS OF CERTAIN ACADEMIC ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 162,675. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 162,675. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN PRINTED MATERIALS DISTRIBUTED TO THE PUBLIC AND IN ADVERTISING IN AREA NEWSPAPERS AND SPECIAL INTEREST PUBLICATIONS. SPECTACULAR 236440 236440 75347 PARENTS COMMITTEE 38364 38364 33961 3 56450 56450 53367 331254 331254 162675 162675 168579 1 FINANCIAL AID FOR TUITION 183 1253139 FMV PART I, LINE 2: THE SCHOOL MAKES FUNDS AVAILABLE ON AN ANNUAL BASIS TO ASSIST PARENTS WHO DEMONSTRATE NEED IN MEETING THE COST OF AN INDEPENDENT SCHOOL EDUCATION. AFTER FILING AN ADMISSION APPLICATION WITH THE SCHOOL, FAMILIES MAY REQUEST A FINANCIAL AID APPLICATION WHICH REQUIRES THEM TO PROVIDE FINANCIAL INFORMATION TO BE CONSIDERED IN AWARDING AID. THE APPLICATION FOR FINANCIAL AID IS MAILED TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID FOR PROCESSING. THE SERVICE EVALUATES THE DATA PROVIDED AND FURNISHES THE SCHOOL WITH AN ESTIMATE OF ACTUAL NEED. THE SCHOOL USES THIS ESTIMATE IN DETERMINING THE AMOUNT OF AID TO BE PROVIDED. FINANCIAL AID IS AWARDED WITHOUT REGARD TO RACE, COLOR, RELIGION, NATIONAL OR ETHNIC ORIGIN. X X X X X 0 1 0 0 0 0 0 0 0 STEPHEN MANELLA HEADMASTER 188993 0 0 0 50 0 0 0 66465 0 255508 0 0 0 L BROOKS MCLAMB DIR. OF ADMIN 139725 0 0 0 11883 0 0 0 35381 0 186989 0 11705 0 CLAYTON CHAMBLISS FORMER HEADMASTER 0 0 0 0 255000 0 0 0 0 0 255000 0 255000 0 PART I, LINE 4B CLAYTON C. CHAMBLISS - $30,000, L. BROOKS MCLAMB - $24,978 X OFFICE FURNITURE 1 30525 FMV X SOCCER FIELD EXCAVATION AND GRADING 1 19973 FMV X SAC DITCH WITCH RENTAL 1 2500 FMV X MANDOLIN 1 500 FMV X SADDLE PADS AND PEWTER TRAYS 1 300 FMV X DARK ROOM 1 200 FMV X KNITTED ITEMS FOR BAZAAR 1 150 FMV X FOOD FOR PHONATHON 1 30 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A BOARD OF TRUSTEES HAS A NOMINATING COMMITTEE WHICH INTERVIEWS THOSE INTERESTED IN JOINING THE BOARD. NOMINATING COMMITTEE RECOMMENDS NEW MEMBERS TO THE BOARD OF TRUSTEES FOR VOTE. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. A COPY OF THE FORM 990 (OMITTING SCHEDULE B) IS MADE AVAILABLE TO TRUSTEES VIA BOARD PORTAL ON THE SCHOOL'S SECURED WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO SIGN WRITTEN DISCLOSURE STATEMENT CONCERNING ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. DIRECTORS ARE REQUIRED TO NOTIFY TRUSTEES IF CIRCUMSTANCES CHANGE DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE (COMPENSATION) COMMITTEE REVIEWS THE CONTRACT FOR HEADMASTER INCLUDING COMPARING CONTRACT TERMS WITH OTHER COMPENSATION ARRANGEMENTS FOR A SIMILAR POSITION IN OTHER INDEPENDENT SCHOOLS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S POLICY IS TO MAKE APPLICATION FOR TAX EXEMPTION AS WELL AS FORM 990 AVAILABLE FOR PUBLIC INSPECTION IN THE SCHOOL'S BUSINESS OFFICE DURING REGULAR HOURS OF OPERATION. DOCUMENTS ARE PROVIDED FOR REVIEW UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 2C THE PROCESS OF REVIEWING AND APPROVING AUDITED FINANCIAL STATEMENTS BY THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES HAS NOT CHANGED FROM PRIOR YEARS