2015-01-29T19:07:19-07:00 2014-06-30 990 2013-07-01 951909237 DUNN SCHOOL DUNN 8056886471 PO BOX 98 LOS OLIVOS CA 93441 Chad Stacy Director of Finance 8056886471 2015-01-21 2013 2016-02-25 16:41:14Z AND DUNN MIDDLE SCHOOL AND DUNN ACADEMY MIKE BECK PO BOX 98 LOS OLIVOS CA 93441 12509818 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 responsible leadership in society. The school accomplishes this mission by operating a 6-12th grade day and boarding school, which prepares students for a rigorous college curriculum. 18 18 168 50 0 0 614135 3635439 8271612 8801242 784272 71079 11842 0 9681861 12507760 1163660 1682296 0 0 4484615 4813258 0 0 345585 3464860 3699237 9113135 10194791 568726 2312969 13014784 15233160 5363249 4863459 7651535 10369701 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 6904365 0 0 DUNN MIDDLE AND DUNN UPPER SCHOOLS PROVIDED 6TH THROUGH 12TH GRADE COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 106 BOARDING AND 112 DAY STUDENTS DURING THE FISCAL YEAR. 255593 0 0 Dunn Summer Academy is a four-week residential program for rising 8th, 9th, and 10th graders. Dunn Academy has two Major tracks: 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. 1682296 0 0 STUDENT SCHOLARSHIPS, NEED BASED FINANCIAL AID, AND TUITION REMISSION. 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 8842254 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 168 1 0 0 0 0 0 1 1 0 0 0 1 1 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X CHAD STACY 8056860621 PO BOX 98 LOS OLIVOS CA 93441 WILLIAM DUBOIS TRUSTEE 1 0 X 0 0 0 MICHAEL K BOONE TRUSTEE 1 0 X 0 0 0 CYNTHIA BRONFMAN TRUSTEE 1 0 X 0 0 0 JAMES B DEHLSEN TRUSTEE 1 0 X 0 0 0 JAMES P GASKIN TRUSTEE 1 0 X 0 0 0 MARK RAWLINS VICE CHAIR 2 0 X 0 0 0 DEAN DAVIDGE TRUSTEE 1 0 X 0 0 0 DEBBIE JONES CHAIR 2 0 X 0 0 0 DAVID M NELSON TRUSTEE 1 0 X 0 0 0 BRUCE J THACHER TREASURER 2 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 SECRETARY 2 0 X 0 0 0 JIM CHOMEAU TRUSTEE 1 0 X 0 0 0 CHARLES A JACKSON TRUSTEE 1 0 X 0 0 0 CHRIS MULLIN TRUSTEE 1 0 X 0 0 0 MICHAEL C BECK HEAD OF SCHOOL 50 0 X X X 182100 0 0 CHAD STACY DIRECTOR OF FINANCE 50 0 X X 84258 0 0 AARON DORLARQUE ASSOCIATE HEAD OF SCHOOL 50 0 X 102300 0 0 DON DAVES-ROUGEAUX TRUSTEE 1 0 X 0 0 0 DANA JACKSON TRUSTEE 1 0 X 0 0 0 368658 0 0 2 0 1 0 R BAKER INC PO BOX 419 ARROYO GRANDE CA 93421 CONSTRUCTION SERVICES OWTS SYSTEM 477095 COUNTY SANITATION 415 EAST MONTICETO STREET SANTA BARBARA CA 93101 CONSTRUCTION OWTS SYSTEM 891203 0 0 0 0 0 3635439 0 3635439 STUDENT TUITION (GROSS) 611110 8380183 8380183 0 0 SUMMER PROGRAM REVENUE 611110 368040 368040 0 0 OTHER STUDENT REVENUE 611110 53019 53019 0 0 0 0 0 0 8801242 73137 73137 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2058 0 -2058 -2058 -2058 0 0 0 0 12507760 8872321 0 0 0 0 1682296 1682296 0 0 0 0 368659 0 266359 102300 0 0 0 0 3492685 3028327 368027 96331 182569 145720 24576 12273 460904 337242 100576 23086 308441 246046 47229 15166 0 0 0 0 52516 0 52516 0 10500 0 10500 0 0 0 0 0 1073 0 1073 0 0 0 0 0 7644 7644 0 0 68983 60673 6187 2123 212775 178975 25164 8636 0 0 0 0 606688 606688 0 0 114935 86969 12227 15739 0 0 0 0 57051 43583 13468 0 137484 137484 0 0 0 0 0 0 591682 591682 0 0 337326 299652 28048 9626 SCHOOL KITCHEN 582994 582994 0 0 STUDENT ACTIVITIES 390809 388610 1637 562 STUDENT RECRUITING 141208 141208 0 0 BOOKS AND CLASSROOM EXPENSES 129080 129080 0 0 256489 147381 49365 59743 10194791 8842254 1006952 345585 3612543 1620120 196551 758689 75872 36301 14826 16749 0 73093 99180 17456286 9659905 6681565 7796381 2358411 4907663 13014784 15233160 363521 321760 2492233 2077297 2507495 2464402 5363249 4863459 X 2734197 3957556 3204081 2634738 1713257 3777407 7651535 10369701 13014784 15233160 X 2312969 405194 0 0 0 3 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 1691477 138046 27061 28150 0 0 1828434 0 0.7 0.3 0 0 332547 0 332547 15927447 0 8925558 7001889 0 0 0 0 723321 0 734347 -11026 472971 0 0 472971 7796381 11230661 405194 0 0 -1682296 -1277102 12507763 0 -3 -3 12507760 8512495 0 0 0 0 0 8512495 0 1682296 1682296 10194791 Schedule D, Part V, Line 4 THE DUNN SCHOOL ENDOWMENT SUPPORTS THE MISSION OF THE SCHOOL BY PROVIDING SUSTAINABLE AND RELIABLE SOURCES OF INCOME TO SUPPORT: THE GENERAL NEEDS OF THE SCHOOL, FACULTY SUPPORT, AND STUDENT SCHOLARSHIP. Schedule D, Part XI, Line 2d TUITION DISCOUNTS IN THE FORM OF FINANCIAL AID, SCHOLARSHIPS AND REMISSION. THESE ITEMS ARE CONSIDERED CONTRA REVENUE IN OUR AUDITED FINANCIAL STATEMENTS, BUT ARE CONSIDERED EXPENSE ON THE FORM 990. Schedule D, Part XI, Line 4b MISC RECONCILING ITEM Schedule D, Part XII, Line 4b TUITION DISCOUNTS IN THE FORM OF FINANCIAL AID, SCHOLARSHIPS AND REMISSION. THESE ITEMS ARE CLASSIFIED AS CONTRA-REVENUE IN THE AFS, BUT ARE CONSIDERED EXPENSES IN THE 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-DISCRIMINATION POLICY. OUR POLICY IS ALSO AVAILABLE ON OUR WEB-SITE AND OTHER MARKETING MATERIALS. East Asia and the Pacific 0 0 Program Services INTERNATIONAL TRAVEL TO RECRUIT STUDENTS AND SOLICIT DONORS 10247 Europe (including Iceland and Greenland) 0 0 Program Services INTERNATIONAL TRAVEL TO RECRUIT STUDENTS AND SOLICIT DONATIONS 7462 North America (including Canada and Mexico, but not the United States) 0 0 Program Services INTERNATIONAL TRAVEL TO RECRUIT STUDENTS AND SOLICIT DONATIONS 5215 0 0 22924 0 0 0 0 0 0 Schedule F, Part I, Line 2 DUNN SCHOOL OFFERS LIMITED FINANCIAL AID TO INTERNATIONAL STUDENTS. EACH STUDENT AND THEIR FAMILY MUST COMPLETE OUR FINANCIAL AID APPLICATION AND PROVIDE SUPPORTING DOCUMENTATION. AWARDS ARE BASED ON FINANCIAL NEED. 1 DUNN SCHOOL OFFERS TUITION DISCOUNTS IN THE FORM OF: NEED BASED FINANCIAL AID, AND TUITION REMISSION. 99 0 1682296 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 X X 0 0 0 0 0 0 0 0 0 MICHAEL C BECK HEAD OF SCHOOL 182100 0 0 0 0 0 0 0 74949 0 257049 0 0 CHAD STACY DIRECTOR OF FINANCE 84259 0 0 0 0 0 0 0 42775 0 127034 0 0 0 AARON DORLARQUE ASSOCIATE HEAD OF SCHOOL 102300 0 0 0 0 0 0 0 50129 0 152429 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. ALLIE ANDERSEN EMPLOYEE 3400 TUITION DISCOUNT FINANCIAL AID CANDICE HARTMANN EMPLOYEE 23700 TUITION DISCOUNT TUITION REMISSION DEBBIE JONES TRUSTEE-CHAIR 10500 TUITION DISCOUNT FINANCIAL AID SHERRIE PETERSEN EMPLOYEE 20150 TUITION DISCOUNT TUITION REMISSION JULIE SILVINO EMPLOYEE 11000 TUITION DISCOUNT TUITION REMISSION NANCY AND MATT YAKI EMPLOYEES 22000 TUITION DISCOUNT TUITION REMISSION CHAD STACY EMPLOYEE 18300 TUITION DISCOUNT TUITION REMISSION ULISES CASTENADA ALEJANDRA SANTOS EMPLOYEES 22000 TUITION DISCOUNT TUITION REMISSION X 8 2187442 FMV 0 0 1 0 Form 990, Part VI, Section B, Line 11b A COPY OF THE IRS FORM 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. THE COMMITTEE DISCUSSION AND VOTE IS DOCUMENTED IN THE MINUTES. 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 ANNUALLY 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 SCHOOLS TO DETERMINE COMPENSATION. COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED BY THE HEAD OF SCHOOL USING BENCH MARKED SALARY DATA FROM NAIS AND CAIS. Form 990, Part VI, Section C, Line 18 DUNN SCHOOL'S IRS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE IRS FORM 990 IS ALSO MADE PUBLICLY AVAILABLE ON THE WEBSITE: WWW.GUIDESTAR.ORG. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, BOARD POLICIES, AND FINANCIAL STATEMENTS 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 ITEM EXTENSION FORM WAS TIMELY FILED AND ACCEPTED BY IRS.