2015-05-15T08:44:24-05:00 2014-06-30 770601437 RESTIVO MONACELLI LLP 36 EXCHANGE TERRACE PROVIDENCE RI 02903 990 2013-07-01 050258876 THE GORDON SCHOOL GORD 4014343833 45 MAXFIELD AVENUE EAST PROVIDENCE RI 02914 TOM CICATIELLO BUSINESS MANAGER 4014343833 2015-05-15 1 HELDER M MEDEIROSCPAPFSMST P00033534 4012737600 2013 2016-02-25 16:41:14Z TOM CICATIELLO 45 MAXFIELD AVENUE EAST PROVIDENCE RI 02914 14337758 0 X WWW.GORDONSCHOOL.ORG X 1929 RI EDUCATIONAL SERVICES FOR CHILDREN (NURSERY THROUGH GRADE 8). 27 26 105 275 0 0 1786528 1284708 10974155 11329310 279235 386072 59058 67743 13098976 13067833 2447023 2566815 0 0 6831946 7126236 0 0 338391 2503555 2614994 11782524 12308045 1316452 759788 22865048 27763830 3337852 6107082 19527196 21656748 X THE GORDON SCHOOL IS A RACIALLY DIVERSE NURSERY THROUGH EIGHTH GRADE COEDUCATIONAL INDEPENDENT SCHOOL IN EAST PROVIDENCE, RHODE ISLAND. CHILD BY CHILD, THE GORDON SCHOOL COMMUNITY CULTIVATES SUCCESSFUL STUDENTS BY INSPIRING JOYFUL LEARNING, ENCOURAGING INTELLECTUAL LEADERSHIP, FOSTERING AN EMPATHIC SPIRIT AND STIMULATING A DRIVE FOR POSITIVE SOCIETAL IMPACT. 0 0 10169891 2566815 11329310 PROVIDING EDUCATIONAL SERVICES FOR CHILDREN (NURSERY TO GRADE 8) 10169891 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 88 0 105 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X TOM CICATIELLO 4014343833 45 MAXFIELD AVENUE EAST PROVIDENCE RI 02914 BILL TALLEY TRUSTEE 4.00 X 0 0 0 HEIDI BUONANNO TRUSTEE 4.00 X 0 0 0 DAVID BOURNS TRUSTEE 4.00 X 0 0 0 SARAH DOBRON TRUSTEE 4.00 X 0 0 0 DON POWERS TRUSTEE 4.00 X 0 0 0 ROBIN GLANCY TRUSTEE 4.00 X 0 0 0 CHERYL NATHANSON TRUSTEE 4.00 X 0 0 0 J WINSLOW ALFORD TRUSTEE 4.00 X 0 0 0 ROBIN BOSS TRUSTEE 4.00 X 0 0 0 CANDIDA MONTEIRO TRUSTEE 5.00 X 0 0 0 CHRIS FAY TRUSTEE 4.00 X 0 0 0 EUGENE JOHNSON TRUSTEE 4.00 X 0 0 0 MARIANNE MONTE TRUSTEE 5.00 X 0 0 0 AMANDA RIEGEL TRUSTEE 4.00 X 0 0 0 JASON PINA TRUSTEE 4.00 X 0 0 0 ROSEMARY COLT TRUSTEE 4.00 X 0 0 0 AMY ORTH TRUSTEE 4.00 X 0 0 0 JANE RITSON-PARSONS TRUSTEE 4.00 X 0 0 0 ANTHONY RUST TRUSTEE 4.00 X 0 0 0 CHRISTOPHER KAHLER TRUSTEE 4.00 X 0 0 0 SUSANNA RHODES BECKWITH CHAIR 8.00 X X 0 0 0 FLOSSIE CRISP VICE CHAIR 4.00 X X 0 0 0 HARRY ROMAIN VICE CHAIR 4.00 X X 0 0 0 MICHAEL HAMILTON VICE CHAIR 4.00 X X 0 0 0 EILEEN CRADDOCK SECRETARY 4.00 X X 0 0 0 GEORGE MATOUK TREASURER 6.00 X X 0 0 0 RALPH WALES HEAD OF SCHOOL 55.00 X X 376314 0 47108 THOMAS CICATIELLO BUSINESS MANAGER 45.00 X 137297 0 22605 MARYANNE PIERI DIR. OF LS 40.00 X 152729 0 12872 KIMBERLY RIDLEY DIR. OF DIVERSITY 40.00 X 129081 0 9127 795421 0 91712 4 0 1 0 CE FLOYD COMPANY INC 101 CENTERPOINT DRIVE MIDDLETOWN CT 06457 CONSTRUCTION SERVICES 3751000 CAMBRIDGE SEVEN ASSOCIATES 1050 MASSACHUSETTS AVE CAMBRIDGE MA 02138 ARCHITECTURAL SERVICES 127800 2 1284708 237908 1284708 TUITION AND RELATED FEES 611600 11329310 11329310 11329310 310352 310352 84896 52165 32731 32731 32731 1293480 1217760 75720 75720 75720 INTEREST ON A/R 611600 26964 26964 MISCELLANEOUS INCOME 611600 8048 8048 35012 13067833 11329310 0 453815 2566815 2566815 858325 300879 557446 4931279 4141181 557059 233039 362448 309582 52866 565660 457942 61110 46608 408524 334429 74095 4762 4762 19500 19500 23829 23829 11398 11398 56437 56437 661572 536813 124759 35890 27140 8750 487915 394599 93316 15970 14372 1598 18134 18134 22296 22296 428479 385629 42850 56407 56407 STUDENT SERVICES 317400 317400 GENERAL OPERATING 130498 130498 FACULTY SERVICES 90711 90711 EDUCATIONAL CONSULTANTS 56917 56917 176879 82688 35447 58744 12308045 10169891 1799763 338391 0 500 2729978 2055322 2722083 2314020 203960 231341 66487 71561 16612797 5194127 7242897 11418670 9899643 11672416 22865048 27763830 885740 935187 2028695 2176925 423417 2994970 3337852 6107082 X 7836219 12186927 5565976 3166851 6125001 6302970 19527196 21656748 22865048 27763830 759788 1369764 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9230012 237969 1703435 316947 10854469 8223306 131191 1024280 148765 9230012 8166832 258504 -72475 129555 8223306 6383140 698869 1260907 176084 8166832 5904796 225450 700952 448058 6383140 0.18830 0.58070 0.23100 1 0 666463 666463 835865 13090015 3749608 10176272 507400 261793 245607 37814 1475240 1182726 330328 11418670 VARIOUS MUTUAL FUNDS AND SECURITIES 11672416 F 11672416 DEPOSITS 174675 DEFERRED COMPENSATION 286111 LINE OF CREDIT 2534184 2994970 12704717 1369764 52165 1421929 11282788 23829 1761216 1785045 13067833 10575165 52165 52165 10523000 23829 1761216 1785045 12308045 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE STUDENT WITH FINANCIAL AID AND SUPPORT VARIOUS SCHOOL PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS LINE 6B RENTAL EXPENSE 52,165. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION EXPENSES SHOWN NET ON FINANCIALS 1,761,216. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS LINE 6B RENTAL EXPENSE 52,165. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION EXPENSES NETTED ON FINANCIALS 1,761,216. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS DESCRIBED IN ALL MEDIA, INTERVIEWS, BROCHURES APPLICATIONS, ADMISSIONS AND ASSISTANCE MATERIAL. 1 FINANCIAL AID 127 1871295 PUBLISHED TUITION RATES TUITION CREDIT TUITION REMISSION 28 695520 PUBLISHED TUITION RATES TUITION CREDIT PART I, LINE 2: THE BOARD APPROVES THE TOTAL FINANCIAL AID AVAILABLE FOR THE YEAR AND DETERMINES THE INDIVIDUAL AWARDS TO BE GIVEN OUT TO STUDENTS BASED ON THE NEEDS OF THE STUDENT. ONCE AN AWARD IS GRANTED, AN ACCEPTANCE LETTER IS SIGNED BY THE PARENTS LISTING THE AMOUNT OF THE AWARD. ACCOUNTING POSTS AWARDS TO STUDENTS ACCOUNTS SO THAT EACH STUDENT IS BILLED THE GROSS TUITION LESS THE AMOUNT OF THE AWARD. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 RALPH WALES HEAD OF SCHOOL 376314 0 0 0 0 0 15000 0 32108 0 423422 0 0 0 THOMAS CICATIELLO BUSINESS MANAGER 137297 0 0 0 0 0 0 0 22605 0 159902 0 0 0 MARYANNE PIERI DIR. OF LS 152729 0 0 0 0 0 0 0 12872 0 165601 0 0 0 PART I, LINE 1A PER THE EMPLOYMENT CONTRACT, THE ORGANIZATION GROSS-UP TAX PAYMENTS ON CERTAIN TAXABLE FRINGE BENEFITS FOR THE HEAD OF SCHOOL. PER THE EMPLOYMENT CONTRACT, THE SCHOOL PAYS MONTHLY DUES AT A SOCIAL CLUB FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS RESPONSIBLE FOR ANY PERSONAL EXPENSES RELATED TO HIS PERSONAL USE OF THE CLUB. PART I, LINE 4B RALPH WALES - $15,000 DEFERRED COMPENSATION X 11 237908 MEAN MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO THE FILING OF THE FORM 990, ELECTRONIC FILES OF THE TAX RETURN ARE PROVIDED TO THE CHAIR, TREASURER AND ASSISTANT TREASURER. ALL QUESTIONS OR COMMENTS ARE POSED TO THE BUSINESS MANAGER WHO SUMMARIZES THE QUESTIONS AND COMMENTS INTO ONE DOCUMENT AND RESPONDS ELECTRONICALLY TO THE CHAIR, TREASURER AND ASSISTANT TREASURER. THIS PROCESS ALLOWS THE THREE GOVERNING BOARD MEMBERS TO SEE ALL QUESTIONS AND COMMENTS VOICED BY THEIR COLLEAGUES. ONCE ALL QUESTIONS AND COMMENTS ARE ADDRESSED TO THE CHAIR, TREASURER AND ASSISTANT TREASURER'S SATISFACTION, THE BUSINESS MANAGER IS AUTHORIZED TO FILE THE FORM 990. AT THE NEXT REGULARLY SCHEDULED MEETING, THE CHAIR ANNOUNCES THE COMPLETION OF THE ABOVE REVIEW AND INVITES ALL BOARD MEMBERS TO REVIEW THE COMPLETED FORM 990 IF THEY SO WISH. FORM 990, PART VI, SECTION B, LINE 12C ALL BUSINESS DEALINGS AND FINANCIAL TRANSACTIONS ARE PROCESSED/EXECUTED THROUGH THE BUSINESS OFFICE. THE CULTURE OF THE SCHOOL AND THE MANNER IN WHICH IT CONDUCTS ITS BUSINESS IS ONE OF TRANSPARENCY. TO AVOID ANY PERCEIVED OR ACTUAL CONFLICTS OF INTEREST THE SCHOOL AVOIDS ALL TRANSACTIONS OR BUSINESS DEALINGS THAT MIGHT INFER OR ACTUALLY BE A CONFLICT OF INTEREST. ALL MAJOR CONTRACTS OR LARGE PURCHASES ARE SENT OUT TO BID IN THE FORM OF A REQUEST FOR PROPOSAL. IN ALL CASES, OFFICERS, TRUSTEES, EMPLOYEES AND KEY EMPLOYEES ARE EXCLUDED FROM SUCH INVITATIONS. FORM 990, PART VI, SECTION B, LINE 15 HEAD OF SCHOOL/EXECUTIVE DIRECTOR: THE COMPENSATION AND BENEFIT PACKAGE FOR THE HEAD OF SCHOOL IS DETERMINED BY A COMPENSATION COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE INCLUDES THE CHAIR OF THE BOARD AND OTHER CURRENT AND FORMER TRUSTEES WHO HAVE PROFESSIONAL EXPERIENCE IN INDEPENDENT SCHOOLS, LABOR LAW OR INDUSTRY. IN SETTING THE COMPENSATION AND BENEFIT PACKAGE FOR THE HEAD, THE COMPENSATION COMMITTEE REVIEWS AND ASSESSES LOCAL AND REGIONAL MARKET DATA SUPPLIED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), THE HEAD'S PERFORMANCE AND THE LEADERSHIP NEEDS OF THE SCHOOL IN FURTHERING ITS MISSION. PERIODICALLY, THE SCHOOL WILL ENGAGE THE SERVICES OF AN INDEPENDENT CONTRACTOR WHO HAS SPECIFIC EXPERTISE IN THE EXECUTIVE COMPENSATION PROGRAMS AT EDUCATIONAL INSTITUTIONS. THE COMPENSATION COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATION WHICH INCLUDES; - THE TERMS OF THE APPROVED COMPENSATION AND BENEFIT PLAN AND THE DATE APPROVED. - THE MEMBERS OF THE COMMITTEE WHO PARTICIPATED IN THE DECISION - THE COMPARABLE DATA OBTAINED AND RELIED UPON. - DISCLOSURE OF ANY CONFLICTS OF INTEREST ON THE COMMITTEE (IF ANY). - BASIS FOR THE APPROVED COMPENSATION AND BENEFIT PACKAGE. THE CHAIR PRESENTS THE GENERAL TERMS OF THE HEAD'S CONTRACT TO THE BOARD IN EXECUTIVE SESSION. ALL FINANCIAL RAMIFICATIONS OF THE HEAD'S COMPENSATION ARE INCLUDED IN THE SCHOOL'S OPERATING BUDGET WHICH IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. TOP MANAGEMENT OFFICIALS: EACH YEAR AFTER CONSIDERING THE INDIVIDUAL'S PERFORMANCE, LOCAL AND NATIONAL MARKET ANALYSIS SUPPLIED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) AND BUDGETARY CONSTRAINTS, THE HEAD OF SCHOOL ASSESSES AND SETS THE COMPENSATION FOR EACH TOP MANAGEMENT OFFICIAL. THE RATIONALE FOR THE DECISION IS DOCUMENTED IN THE BUDGETARY NOTES MAINTAINED IN THE BUSINESS OFFICE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE KEPT IN THE BUSINESS OFFICE OF THE SCHOOL AND ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.