2016-05-12T14:24:35-05:00 2015-06-30 251638525 GROSSMAN YANAK & FORD LLP THREE GATEWAY CTR STE 1800 PITTSBURGH PA 15222 990 2014-07-01 251030691 WINCHESTER THURSTON SCHOOL WINC 4125787500 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 GARY J NIELS HEAD OF SCHOOL 4125787500 2016-05-12 1 RICHARD E DYNOSKE P00095538 4123389300 2014 2016-08-17 19:52:53Z GARY J NIELS 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 23332275 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 26 283 360 0 0 5750385 5978611 15735869 16041636 787974 784527 10853 101609 22285081 22906383 2819419 2914136 0 0 9621817 9843389 0 0 732772 5741839 6224484 18183075 18982009 4102006 3924374 38825303 41178237 12466799 11949908 26358504 29228329 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 8898483 16041636 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 652 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH GRADE TWELVE. 2914136 2914136 FINANCIAL AID TO APPROXIMATELY 209 STUDENTS 2081249 OPERATION AND MAINTENANCE OF PLANT FACILITIES 13893868 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 45 0 283 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 CINDY AKERS GERBER TRUSTEE 3.00 X 0 0 0 DAVID L PORGES TRUSTEE 3.00 X 0 0 0 DEBORAH L ACKLIN TRUSTEE 3.00 X 0 0 0 DEESHA PHILYAW VICE PRESIDENT 3.00 X X 0 0 0 DOUGLAS H OSTROW VICE PRESIDENT 3.00 X X 0 0 0 DOUGLAS A CAMPBELL PRESIDENT 3.00 X X 0 0 0 DUSTY ELIAS KIRK TREASURER 3.00 X X 0 0 0 ELSA LIMBACH ASSISTANT SECRETARY 3.00 X X 0 0 0 GARY NIELS HEAD OF SCHOOL 40.00 X X 332950 0 41182 ILANA DIAMOND TREASURER 3.00 X X 0 0 0 JANET HARRISON KUZMISHIN TRUSTEE 3.00 X 0 0 0 JENNIFER GONZALEZ MCCOMB SECRETARY 3.00 X X 0 0 0 KATHLEEN L METINKO ASSISTANT TREASURER 3.00 X X 0 0 0 KATHLEEN W BUECHEL TRUSTEE 3.00 X 0 0 0 KELLY HANNA RILEY TRUSTEE 3.00 X 0 0 0 KERRY BRON TRUSTEE 3.00 X 0 0 0 MANNY CAHOUET-ROTONDI TRUSTEE 3.00 X 0 0 0 MARTIN E POWELL TRUSTEE 3.00 X 0 0 0 NEAL H HOLMES TRUSTEE 3.00 X 0 0 0 PAUL ROSENBLATT TRUSTEE 3.00 X 0 0 0 PHILIP T SWEENEY TRUSTEE 3.00 X 0 0 0 ROBERT I GLIMCHER TRUSTEE 3.00 X 0 0 0 SHARON SEMENZA TRUSTEE 3.00 X 0 0 0 SIMIN YAZDGERDI CURTIS TRUSTEE 3.00 X 0 0 0 SUSAN SANTA-CRUZ TRUSTEE 3.00 X 0 0 0 TERRANCE A HAYES VICE PRESIDENT 3.00 X X 0 0 0 VINCENT O JOHNSON TRUSTEE 3.00 X 0 0 0 M DAVID WOLLAM DIRECTOR OF FINANCE 40.00 X 121000 0 38029 MAURA FARRELL ASSOCIATE HEAD FOR EXTERNA 40.00 X 124538 0 13265 578488 0 92476 3 0 1 0 FJ BUSSE COMPANY INC 1575 NOBLESTOWN ROAD PITTSBURGH PA 15205 ATHLETIC AREA RENOVATION 1832630 UPMC HEALTH PLAN 600 GRANT STREET PITTSBURGH PA 15219 HEALTH INSURANCE 1010185 METZ AND ASSOCIATES 2591 WEXFORD BAYNE ROAD SWICKLEY PA 15143 SCHOOL LUNCH PROGRAM 590121 CENTRAL MAINTENANCE & SERVICES 61 E CRAFTON AVE PITTSBURGH PA 15205 JANITORIAL SERVICES 511230 COMDATA 5301 MARYLAND WAY BRENTWOOD TN 37027 PAYMENT SOLUTIONS 428595 8 81525 5897086 1303944 5978611 PROGRAM SERVICE REVENUE 611710 14438812 14438812 AUXILIARY ENTERPRISES 611710 1487167 1487167 FEE INCOME 611710 115657 115657 16041636 163332 163332 989276 368081 621195 621195 621195 159420 57811 101609 101609 22906383 16041636 0 886136 2914136 2914136 670964 670964 7422979 5323954 1664210 434815 1194800 851323 304973 38504 554646 366340 157711 30595 40695 40695 38536 38536 27389 27389 88664 15396 72145 1123 265904 234284 31620 1191133 1191133 147910 122966 7447 17497 30296 30296 130504 130504 827088 794440 32648 80684 80684 AUXILIARY ENTERPRISES 1452981 1452981 GENERAL AND ADMINISTRAT 890272 890272 CLASSROOM INSTRUCTION 547954 547954 STUDENT SERVICES EXPENS 313245 313245 151229 151229 18982009 13893868 4355369 732772 5318830 3375941 4004000 4912000 436467 371749 14903 14101 109841 135551 29621980 12263946 16118689 17358034 12777913 15010861 44660 38825303 41178237 1574559 1433132 3032918 2917531 7709937 7465847 149385 133398 12466799 11949908 X 11205137 12319102 3859223 2367856 11294144 14541371 26358504 29228329 38825303 41178237 X 3924374 -952940 -101609 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12822573 2920084 -77553 654277 15010827 10205215 1479452 1720668 582761 12822573 9473157 162235 1036807 466984 10205215 9709678 322249 -122509 229279 206982 9473157 8326349 23775 1786053 246868 179631 9709678 0.10730 0.78500 0.10770 0 0 1628781 1628781 22042678 7945429 14097249 5950521 4318517 1632004 17358034 FUNDS HELD FOR OTHERS 30258 SWAP OBLIGATION 103140 133398 X 18937698 -952940 -952940 19890638 3015745 3015745 22906383 16067873 0 16067873 2914136 2914136 18982009 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 (2012 - 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 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 SEPERATELY 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. PURE IMAGINATION BENEFIT 127231 127231 3159 14047 18188 APPLEFEST 13724 13724 1302 892 4693 1291 3 18465 18465 1592 3565 3199 5883 159420 159420 6053 18504 7892 25362 57811 101609 1 FINANCIAL AID TO SPECIFIC STUDENTS 209 2914136 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 257500 0 20000 0 55450 0 12750 0 28432 0 374132 0 0 0 M DAVID WOLLAM DIRECTOR OF FINANCE 121000 0 0 0 0 0 6050 0 31979 0 159029 0 0 0 MAURA FARRELL ASSOCIATE HEAD FOR EXTERNA 124538 0 0 0 0 0 6227 0 7038 0 137803 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 34 1259418 FAIR MARKET VALUE X AUCTION ITEMS 77 44526 DETERMINED BY DONOR 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO THE FINANCE COMMITTEE WHICH IS A SUBCOMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR COMMENT, IF ANY. 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 -101,609. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. FORM 990, PART V, SECTION B, LINE 22 A COPY OF THE 990 IS PROVIDED TO THE FINANCE COMMITTEE WHICH IS A SUBCOMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR COMMENT, IF ANY. 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.