2015-05-15T15:21:48-05:00 2014-06-30 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 1000 CHARLOTTE NC 28204 990 2013-07-01 591282306 INDEPENDENT DAY SCHOOL (A PRIVATE SCHOOL) INDE 8139613087 12015 ORANGE GROVE DRIVE TAMPA FL 33618 DR JOYCE SWARZMAN HEADMASTER 8139613087 2015-05-14 1 KELLIANNE F BENSON P01345659 7043771678 2013 2016-04-25 22:37:26Z DR JOYCE SWARZMAN 12015 ORANGE GROVE DRIVE TAMPA FL 33618 9465466 0 X WWW.IDSYES.COM X 1968 FL THE SCHOOL IS A FULLY-ACCREDITED, PRIVATE SCHOOL LOCATED IN TAMPA, FLORIDA. THE SCHOOL SERVES OVER 500 STUDENTS FROM PRE-KINDERGARTEN THROUGH MIDDLE SCHOOL AND OFFERS AN INTERNATIONAL BACCALAUREATE PROGRAM OF STUDY FOR ALL STUDENTS. 21 21 298 21 0 0 871241 1057273 7409912 8043964 10014 12031 184722 222875 8475889 9336143 541305 604430 0 0 5276863 5480586 0 0 499885 2809029 3240997 8627197 9326013 -151308 10130 16099004 16225176 4083741 4504233 12015263 11720943 THE SCHOOL'S MISSION IS TO CREATE A PLACE WHERE ALL CHILDREN EXCEL IN BOTH LEARNING AND THEIR LOVE OF LEARNING AND A PLACE WHERE ALL CHILDREN EXPERIENCE LEARNING IN A NURTURING/CARING, CHILD-CENTERED AND HIGHLY ACADEMIC ENVIRONMENT. 0 0 7667542 604430 8043964 INDEPENDENT DAY SCHOOL IS A PRIVATE EDUCATIONAL INSTITUTION FOR GRADES PRE-KINDERGARTEN THROUGH EIGHTH. ENROLLMENT VARIES - APPROXIMATELY 500 STUDENTS. 7667542 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 298 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 FL X LISA BROWN 8139613087 12015 ORANGE GROVE DR TAMPA FL 33618 DR BETTY EPANCHIN BOARD MEMBER 1.00 X 0 0 0 CATHY JONAS BOARD MEMBER 1.00 X 0 0 0 MICHAEL LEEDS BOARD MEMBER 1.00 X 0 0 0 BETTE MANISCALCO BOARD MEMBER 1.00 X 0 0 0 MARCIE MUELLER BOARD MEMBER 1.00 X 0 0 0 BALAJI PADMANABHAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL RICE BOARD MEMBER 1.00 X 0 0 0 DONNA ROCCO BOARD MEMBER 1.00 X 0 0 0 SCOTT ROTHSTEIN BOARD MEMBER 1.00 X 0 0 0 STUART SIERRA BOARD MEMBER 1.00 X 0 0 0 CHRISTINA SWANSON BOARD MEMBER 1.00 X 0 0 0 JOHN TOMLIN BOARD MEMBER 1.00 X 0 0 0 HEATHER LEE BOARD MEMBER 1.00 X 0 0 0 BRUCE DAVIES BOARD MEMBER 1.00 X 0 0 0 CORNELIA CORBETT BOARD MEMBER 1.00 X 0 0 0 JIM CLARK BOARD MEMBER 1.00 X 0 0 0 DAVID BELLINI BOARD MEMBER 1.00 X 0 0 0 JIM CONLIN PRESIDENT 1.00 X X 0 0 0 JEFF SHANNON VICE PRESIDENT 1.00 X X 0 0 0 HEATHER CERESOLI TREASURER 1.00 X X 0 0 0 CINDY DONOVAN SECRETARY 1.00 X X 0 0 0 DR JOYCE BURICK SWARZMAN HEADMASTER 80.00 X 199315 0 33847 199315 0 33847 1 0 1 0 0 10875 1046398 1057273 TUITION & FEES 900099 7544713 7544713 COMMUNITY MUSIC SCHOOL 900099 214128 214128 CLASS TRIPS 900099 210152 210152 ATHLETICS & CLUBS 900099 74971 74971 8043964 12031 12031 20948 0 20948 20948 20948 276502 10875 113135 163367 163367 54748 16188 38560 38560 9336143 8043964 0 234906 604430 604430 233163 186530 39638 6995 4798830 3839064 815801 143965 87698 70158 14909 2631 360895 288716 61352 10827 127047 114342 12705 97367 87630 9737 140946 126851 14095 115140 103626 11514 168919 152027 16892 26126 23513 2613 375218 337696 37522 248653 223788 24865 EDUCATIONAL MATERIALS & 609346 609346 PARENT & FACULTY 335467 335467 REPAIRS & MAINTENANCE 216668 195001 21667 CLASSROOM & SCHOOL EXPE 27327 27327 752773 677497 75276 9326013 7667542 1158586 499885 1547523 1588244 2029442 1838029 56370 375190 8914 27604 19766071 7545436 12281271 12220635 46149 55784 129335 119690 16099004 16225176 177003 326825 2006738 2377408 1900000 1800000 4083741 4504233 X 12015263 11720943 12015263 11720943 16099004 16225176 10130 -304450 0 X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6538643 6538643 10538392 6011506 4526886 2689036 1533930 1155106 12220635 X PART X, LINE 2: THE SCHOOL AND ITS AFFILIATE ARE NOT-FOR-PROFIT CORPORATIONS WHICH HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE SCHOOL HAS EVALUATED THE EFFECT OF THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE SCHOOL CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND, THEREFORE, HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2014. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN THE "TAMPA TRIBUNE" ON AN ANNUAL BASIS. BIG EVENT 211700 211700 81824 GOLF TOURNAMENT 75677 10875 64802 5000 18772 7539 287377 10875 276502 5000 18772 89363 113135 163367 1 TUITION REDUCTION 60 604430 PART I, LINE 2: FAMILIES (EXCEPT EMPLOYEES) APPLY THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS); NAIS HAS A DEPARTMENT CALLED SCHOOL AND STUDENT SERVICES (SSS) WHICH COMPILES THE INFORMATION THEY ARE SENT, WHICH INCLUDES ALL FINANCIAL INFORMATION, TAX RETURNS, ETC., FROM THE APPLYING FAMILY. INDIVIDUAL MEMBER PRIVATE SCHOOLS CAN THEN DOWNLOAD REPORTS TO USE AS CRITERIA IN GRANTING HOW MUCH FINANCIAL ASSISTANCE THE SCHOOL CAN GIVE THE FAMILY. THEY ARE NOT PHYSICALLY GIVEN THE FUNDS; IT IS CREDITED TO THEIR TUITION ACCOUNT. X X 0 0 0 0 0 0 0 0 0 DR JOYCE BURICK SWARZMAN HEADMASTER 178361 0 0 0 20954 0 23000 0 10847 0 233162 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD IS PROVIDED A COPY OF THE FORM 990 FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE CHOSEN SPECIFICALLY BECAUSE THEY DO NOT HAVE A CONFLICT OF INTEREST. EACH TRUSTEE SIGNS A STATEMENT PERTAINING TO DISCLOSING ANY CONFLICT OF INTEREST AND IF ANY ARISES, THEN THE BOARD ADDRESSES ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 THE HEADMASTER IS UNDER A 5-YEAR CONTRACT (WHICH HAS BEEN RENEWED EVERY 5-YEARS FOR THE PAST 15 YEARS). THE CHAIRMAN OF THE BOARD MEETS WITH THE HEADMASTER EVERY YEAR TO ASSESS; THE FULL BOARD OF TRUSTEES MEETS WITH THE HEADMASTER FOR A REVIEW OF THE CURRENT YEAR. THE CHAIRMAN OF THE BOARD SETS THE SALARY WITH THE ADVISEMENT FROM THE EXECUTIVE COMMITTEE, BASED ON MARKET CRITERIA. DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. INDEPENDENT DAY SCHOOLHSC LLC 12015 ORANGE GROVE ROAD TAMPA FL 33618 591282306 SCHOOL FL INDEPENDENT DAY SCHOOL