2015-05-22T14:25:31-05:00 2014-06-30 800005634 NORFLEET MUSSELMAN & COMPANY 2550 PROFESSIONAL ROAD SUITE 100 RICHMOND VA 23235 990 2013-07-01 541780628 AD FONTES EDUCATIONAL TRUST ADFO 7036731145 PO BOX 916 CENTREVILLE VA 20122 DEAN K LUCKENBAUGH PRESIDENT 5712715660 2015-05-22 1 SUSAN NORFLEET P00634553 8043274454 2013 2016-02-25 16:41:14Z AD FONTES ACADEMY DEAN K LUCKENBAUGH PO BOX 916 CENTREVILLE VA 20122 1746915 0 X WWW.ADFONTES.COM X 1995 VA SUPPORT FOR CHRISTIAN BASED EDUCATION PROGRAMS. PROVIDE A SCHOOL FOR CHRISTIAN BASED EDUCATION. 9 9 52 0 0 0 231751 293371 1616388 1348493 17 2333 -140 1299 1848016 1645496 251422 294932 0 0 1031383 1201835 0 0 25251 443741 444819 1726546 1941586 121470 -296090 182257 694162 57355 865350 124902 -171188 THE AD FONTES MISSION IS TO GLORIFY GOD BY ASSISTING CHRISTIAN PARENTS IN EQUIPPING THEIR CHILDREN TO BE LEADERS THROUGH A SUPERIOR CLASSICAL EDUCATION BASED ON ETERNAL BIBLICAL TRUTH. 0 0 1775513 294932 1350435 SUPPORT CHRISTIAN BASED EDUCATION PROGRAMS, INCLUDING OPERATION OF A K-12 SCHOOL, WHICH PROVIDED A CHRISTIAN BASED EDUCATION TO 194 STUDENTS FOR THE 2013/2014 SCHOOL YEAR. 1775513 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 52 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JULIE JEFFREY 5713454755 15450 LEE HIGHWAY CENTREVILLE VA 20120 ROB BALL TRUSTEE 3.00 X 0 0 0 CHRIS LUKASIAK TRUSTEE 3.00 X 0 0 0 KEN HESS TRUSTEE 3.00 X 0 0 0 KIM BOLLEN TRUSTEE 3.00 X 0 0 0 DAVE MURRELL TREASURER 3.00 X 0 0 0 ROB HUGHES CHAIRMAN 5.00 X 0 0 0 JIM HADLEY VICE CHAIRMAN 3.00 X 0 0 0 SARAH MOUTON SECRETARY 3.00 X 0 0 0 DEAN LUCKENBAUGH PRESIDENT 50.00 X 105276 0 20877 105276 0 20877 1 0 0 0 0 20445 272926 293371 TUITION AND FEES 611110 1268076 1268076 STUDENT ACTIVITY FEES 611710 80417 80417 1348493 391 391 103361 101419 1942 1942 1942 1299 20445 0 1299 1299 1645496 1350435 0 1690 294932 294932 114239 17136 74255 22848 975923 925095 50828 29745 25726 4019 81928 71515 8715 1698 3005 3005 9341 9341 45783 45783 705 705 173201 173201 14953 14953 1276 1276 10374 10374 SCHOOL EVENTS,EXTRACURR 116481 116481 CLASSROOM & CURRICULUM 57741 57741 OTHER EXPENSES 8255 8255 ASSOCIATION DUES & ACCR 2727 2727 977 977 1941586 1775513 140822 25251 119303 513334 62954 28355 174173 21700 0 152473 182257 694162 11076 13299 46279 67704 386823 0 397524 57355 865350 X 117612 -171188 7290 0 0 124902 -171188 182257 694162 -296090 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174173 21700 152473 152473 BOND INTEREST PAYABLE 872 DEFERRED TUITION 396652 397524 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NOTIFICATION HAS BEEN MADE ON THE WEBSITE AND HANDBOOKS. READ-A-THON 20445 20445 4 1299 1299 21744 20445 1299 1299 1 TUITION REDUCTION/FINANCIAL AID 106 293950 REDUCTION FROM PUBLISHED TUITION CHARGES. REDUCED TUITION IS CHARGED TO FAMILIES WHO QUALIFY, BASED ON AN EVALUATION CONDUCTED BY FACTS, AN INDEPENDENT ORGANIZATION THAT PROVIDES AN OBJECTIVE FINANCIAL NEEDS ASSESSMENT. FINANCIAL AID/ TUITION REDUCTION IS PROVIDED TO QUALIFIED STUDENTS/FAMILIIES WHO DO NOT HAVE THE FINANCIAL RESOURCES TO PAY FULL TUITION. BILL HOLLY CAREY X 20000 11279 0 1 1 MIKE KIM BOLLEN CASH FLOW MANAGEMENT X 35000 11425 0 1 1 ROBERT ALICE BALL X 25000 25000 0 1 1 HESS FAMILY TRUST X 20000 20000 0 1 1 67704 INTERESTED PERSONS INTERESTED PERSON 6110 TUITION DISCOUNTS PER SCHOOLWIDE MULTI-STUDENT & FULL PAY POLICIES FORM 990, PART VI, SECTION B, LINE 11 990 REVIEW (BY BOARD BEFORE FILING) - DESCRIPTION OF STEPS TAKEN I. ONCE THE 990 IS PREPARED, IT IS SENT ELECTRONICALLY TO ALL TRUSTEES. II. ALL TRUSTEES ARE RESPONSIBLE TO REVIEW THE FORM 990, TAKING THIS OPPORTUNITY TO PROVIDE THE ORGANIZATION WITH ESSENTIAL, HANDS-ON LEADERSHIP. III.THE TRUSTEES SEND WRITTEN COMMENTS REGARDING FORM 990 OR A SIMPLE STATEMENT OF APPROVAL TO THE BOARD TREASURER. IV. THE TREASURER MAKES COPIES OF ALL COMMUNICATION FROM THE TRUSTEES TO SEND TO THE BUSINESS MANAGER. THESE COPIES ARE RETAINED WITH THE ORGANIZATION'S COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - DESCRIPTION OF COMPLIANCE MONITORING I. ANY AFET TRUSTEE OR OFFICER OR EMPLOYEE WHO WANTS TO SPEND OR OTHERWISE OBLIGATE AFET'S RESOURCES AND WHO STANDS TO BENEFIT FROM THE RESULTING TRANSACTION, HAS A DUTY TO FIRST DISCLOSE THAT CONFLICT OF INTEREST TO THE AFET BOARD OF TRUSTEES. THE DISCLOSURE SHOULD BE MADE VIA THE CHAIRMAN OF THE BOARD OF TRUSTEES, OR IN HIS OR HER ABSENCE, VIA THE VICE CHAIRMAN OF THE BOARD. II. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF TRUSTEES SHALL DISCUSS THE MATTER AND DETERMINE BY VOTE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT IN KEEPING WITH GOD-HONORING, ETHICAL OVERSIGHT, AND WITH THE GOAL OF PROTECTING AFET'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE, WITHOUT THE PRESENCE OR THE VOTE OF ANY INTERESTED TRUSTEE. III. NO MEMBER OF THE BOARD OF TRUSTEES OR OFFICER SHALL PARTICIPATE IN ANY DISCUSSION AT A BOARD MEETING OR VOTE ON ANY MATTER IN WHICH HE OR SHE OR A MEMBER OF HIS IMMEDIATE FAMILY HAS POTENTIAL CONFLICT OF INTEREST DUE TO HAVING MATERIAL ECONOMIC INVOLVEMENT REGARDING THE MATTER BEING DISCUSSED. WHEN SUCH A SITUATION PRESENTS ITSELF, THE TRUSTEE MUST ANNOUNCE HIS OR HER POTENTIAL CONFLICT OF INTEREST TO THE BOARD, DISQUALIFY HIMSELF OR HERSELF, AND BE EXCUSED FROM THE BOARD MEETING UNTIL DISCUSSION IS COMPLETED AND A DECISION REGARDING THE MATTER IS MADE BY NON-BIASED, DISINTERESTED TRUSTEES. THE ONLY EXCEPTION IS THAT HE OR SHE MAY BE CALLED UPON BY THE PRESIDING OFFICER OF THE BOARD MEETING TO PROVIDE CLARIFYING INFORMATION, UNLESS A DISINTERESTED TRUSTEE OBJECTS, IN WHICH CASE A DECISION WILL BE MADE BY MAJORITY VOTE OF THE BOARD TO EXCLUDE OR PERMIT THE CLARIFYING INFORMATION. IV. UPON COMMENCEMENT OF THEIR SERVICE, A COPY OF THIS POLICY SHALL BE GIVEN TO ALL TRUSTEES AND OFFICERS AND EMPLOYEES WHO ARE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING OR OTHERWISE MANAGING AFET'S RESOURCES. AT THAT TIME, THEY SHALL SIGN AND DATE THAT THEY HAVE READ AND UNDERSTOOD THE POLICY AND DISCLOSE IN WRITING ANY EXCEPTIONS TO THE POLICY THAT THEY ARE AWARE OF. FORM 990, PART VI, SECTION C, LINE 19 AD FONTES EDUCATIONAL TRUST MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.