2015-03-02T17:32:18-06:00 2014-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2013-07-01 366095133 CHICAGO WALDORF SCHOOL CHIC 7734652662 1300 WEST LOYOLA AVENUE CHICAGO IL 60626 LEUKOS GOODWIN ADMINISTRATIVE DIRECTOR 7734652662 2015-03-02 1 LU ANN TRAPP P01506476 3122071040 2015-03-02 2013 2016-02-25 16:41:14Z LEUKOS GOODWIN 1300 WEST LOYOLA AVENUE CHICAGO IL 60626 7160281 0 X WWW.CHICAGOWALDORF.ORG X 1959 IL PROVIDING AND PROMOTING WALDORF EDUCATION FROM PRE-SCHOOL THROUGH THE TWELFTH GRADE AND OPERATION OF PROMOTIONAL ACTIVITIES IN THE GREATER COMMUNITY. 16 12 116 250 0 0 650269 637567 6122025 6462928 6953 9284 407 31061 6779654 7140840 1618056 1858411 0 0 2893129 2815269 0 0 284814 1806456 1705414 6317641 6379094 462013 761746 2284084 2877241 1230708 1061449 1053376 1815792 PROVIDING AND PROMOTING WALDORF EDUCATION FROM PRE-SCHOOL THROUGH THE TWELFTH GRADE AND OPERATION OF PROMOTIONAL ACTIVITIES IN THE GREATER COMMUNITY. 0 0 5144825 1858411 6462928 EDUCATIONAL PROGRAM AND SCHOOL CONSISTING OF APPROX. 360 STUDENTS, GRADES PRE-SCHOOL THROUGH TWELFTH GRADE. 5144825 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 116 1 0 0 0 0 0 1 1 0 0 0 0 X 16 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ALICIA LARRIEU-WARD 7738288453 1300 W LOYOLA CHICAGO IL 60626 VALERIE COLIS PRESIDENT AND CHAIR 10.00 X X 0 0 0 MIKE ROSENTHAL VICE PRESIDENT & PERNAMENT CAMPUS COMMITTEE CHAIR 5.00 X X 0 0 0 JOHN FIGIEL VICE PRESIDENT & GOVERNANCE COMMITTEE CO-CHAIR 5.00 X X 0 0 0 KEVIN ROONEY TREASURER & FINANCE COMMITTEE CHAIR 5.00 X X 0 0 0 SUSAN MUDD SECRETARY & ENROLLMENT COMMITTEE CHAIR 5.00 X X 0 0 0 LEUKOS GOODWIN COLLEGE & ADMINISTRATIVE DIRECTOR 40.00 X X 68977 0 46569 COLEEN EVERHART FACULTY TRUSTEE & COLLEGE OF TEACHERS CHAIR 40.00 X 30645 0 3696 CYNTHIA TREVILLION FACULTY TRUSTEE 40.00 X 46712 0 3696 FRANCES VIG FACULTY TRUSTEE 40.00 X 49012 0 3696 GORDON EDWARDS MEMBER 5.00 X 0 0 0 LEE BOYCE MEMBER 5.00 X 0 0 0 MEGAN CUMMINS MEMBER 5.00 X 0 0 0 FRANK VERCIGLIO INCLUSION & DIVERSITY CO-CHAIR 5.00 X 0 0 0 SHERYL WANDLER PTO LIASION & DEVELOPMENT COMMITTEE CHAIR 5.00 X 0 0 0 ROBERT WILD AUDIT COMMITTEE CHAIR 5.00 X 0 0 0 MIKE MOTYKA CHAIR CAPITAL CAMPAIGN COMMITTEE & COMMITTEE ON TR 5.00 X 0 0 0 195346 0 57657 0 0 0 0 0 637567 637567 TUITION & FEES 611710 6386473 6386473 MISC INCOME 900099 66733 66733 AUXILIARY ENTERPRISES 900099 9722 9722 6462928 9284 9284 1200 0 1200 1200 1200 49302 19441 29861 29861 7140840 6462928 0 40345 1858411 1858411 283003 217195 58011 7797 2238444 1752370 408546 77528 99299 70219 29080 194523 152283 42164 76 1378 1378 29250 29250 19499 19499 102796 11294 91002 500 459037 359360 83780 15897 43383 33963 7918 1502 105753 82790 19301 3662 61972 12270 49702 ACADEMIC SUPPLIES AND S 427159 427159 TEACHER DEVELOPMENT 195949 28452 167497 REPAIRS AND MAINTENANCE 144208 112894 26320 4994 INFORMATION NETWORK EXP 61008 61008 54022 26165 22496 5361 6379094 5144825 949455 284814 407406 772621 25133 42811 279455 548997 198821 156687 18730 18735 2483549 1578749 941585 904800 412954 432590 2284084 2877241 138060 74733 292119 290974 800529 695742 1230708 1061449 X 431911 719622 464520 933547 156945 162623 1053376 1815792 2284084 2877241 761746 670 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 171263 5678 1422 178363 166013 5140 110 171263 159021 5262 1730 166013 139414 12234 7373 159021 120741 13568 5105 139414 0.00000 0.91100 0.08900 0 0 137000 137000 838070 232343 605727 474171 313197 160974 1034308 1033209 1099 904800 X 5705534 670 670 5704864 1435976 1435976 7140840 4943118 0 4943118 1435976 1435976 6379094 PART V, LINE 4: FOR THE 2013 TAX YEAR, THE SCHOOL HAD THREE ENDOWMENT FUNDS: (1) THE VICTOR AND DINAH LAZAR FUND IS SPECIALLY DESIGNATED TO OFFSET TUITION ADJUSTMENTS (FINANCIAL AID); (2) THE ELIZABETH LAUDER EARLY ENDOWMENT FUND, WHICH IS DESIGNATED FOR USE FOR SUPPORT AND EXPENSES OF THE HIGH SCHOOL WOMEN'S BASKETBALL TEAM; (3) THE RUSCITI ENDOWMENT FUND, WHICH IS DESIGNATED FOR USE IN SUPPORT OF THE SCHOOL'S ATHLETIC PROGRAM. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOOL AND RECOGNIZE A TAX LIABILITY IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL, AND HAS CONCLUDED THAT AS OF JUNE 30, 2014 AND 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FELLOWSHIPS 1,047,705. SIBLING DISCOUNTS 382,910. ANNUAL FUND EXPENSES 5,361. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FELLOWSHIPS 1,047,705. SIBLING DISCOUNTS 382,910. ANNUAL FUND EXPENSES 5,361. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 BROCHURE STATES: "AN INDEPENDENT CENTER OF QUALITY EDUCATION FOR CHILDREN OF ALL RACES AND CREEDS." SPRING PARTY 11210 11210 2031 HOLIDAY / MAYFAIR 38092 38092 17411 49302 49302 19442 19442 29860 1 TUITION ADJUSTMENT (FINANCIAL AID) 136 785319 FMV REDUCED TUITION TUITION REMISSION 30 427796 FMV REDUCED TUITION SIBLING DISCOUNTS 111 382910 FMV REDUCED TUITION SCHOLARSHIPS 16 262386 FMV REDUCED TUITION PART I, LINE 2: A FACULTY & STAFF TUITION ADJUSTMENT COMMITTEE, USING FINANCIAL DATA FROM AN OBJECTIVE OUTSIDE SOURCE, AWARDS ALL FINANCIAL AID AND SCHOLARSHIPS. GRANTS ARE NON-MONETARY, INVOLVING REDUCTION IN TUITION COST. TRUSTEES TRUSTEES AND FAMILY MEMBERS 43920 TUITION ADJUSTMENTS AND SCHOLARSHIPS TUITION ADJUSTMENTS AND SCHOLARSHIPS FORM 990, SCHEDULE L, PART III FOR CONFIDENTIALITY PURPOSES THE NAMES OF INDIVIDUALS RECEIVING TUITION ADJUSTMENTS ARE NOT DISCLOSED. THE PROCESS FOR DETERMINING TUITION ADJUSTMENT IS DESCRIBED IN THE FOLLOWING PARAGRAPH AND THE PROCESS FOR DETERMINING ELIGIBILITY FOR ANY TUITION ADJUSTMENT IS THE SAME FOR TRUSTEE FAMILY MEMBERS AS IT IS FOR ANY OTHER INDIVIDUAL RECEIVING ADJUSTMENT.THE ANNUAL AMOUNT OF TUITION ADJUSTMENT IS ESTABLISHED AT APPROXIMATELY 21% OF THE TOTAL TUITION REVENUE BUDGET. THE OPPORTUNITY FOR TUITION ADJUSTMENT (REDUCTION IN TUITION AMOUNT) IS AVAILABLE TO THE FAMILIES OF ALL STUDENTS. ANY INDIVIDUALS WHO DESIRE TUITION ADJUSTMENT MUST FILE AN APPLICATION WITH AN OUTSIDE FINANCIAL AID PROGRAM VENDOR. THE PROGRAM ASSESSES INCOME, ASSETS AND DEBT, DETERMINING A FAMILY'S ABILITY TO PAY TUITION AND RECOMMENDING A TUITION ASSISTANCE AWARD. THE SCHOOL'S TUITION ADJUSTMENT COMMITTEE (COMPRISED OF STAFF & FACULTY MEMBERS) USES THIS INFORMATION TO MAKE INDIVIDUAL AWARDS BASED UPON THE DEMONSTRATED NEED OF THE FAMILY AND THE AVAILABILITY OF FUNDS FOR AWARDS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C MEETINGS ARE HELD REGULARLY AND THE CONFLICT OF INTEREST POLICY IS DISCUSSED AND ENFORCED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE EVALUATION REVIEW AND COMPENSATION SETTING OF THE ADMINISTRATIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE SCHOOL'S ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR INSPECTION OR COPYING UPON REQUEST. THE INFORMATION SUMMARIZING THE FINANCIAL STATEMENT IS ALSO INCLUDED IN THE SCHOOL'S ANNUAL REPORT WHICH IS AVAILABLE ON THE SCHOOL'S WEBSITE.