2014-02-13T14:16:08-07:00 2013-06-30 990 2012-07-01 951909237 DUNN SCHOOL DUNN 8056886471 PO BOX 98 LOS OLIVOS CA 93441 Chad Stacy 8056886471 2014-01-09 2012 2015-11-30 17:44:51Z and DUNN MIDDLE SCHOOL MIKE BECK PO BOX 98 LOS OLIVOS CA 93441 9726173 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 18 200 50 0 0 2019339 614135 8207963 8271612 40822 784272 14129 11842 10282253 9681861 1102665 1163660 0 0 4359589 4484615 0 0 356311 2910366 3464860 8372620 9113135 1909633 568726 13261553 13014784 5457986 5363249 7803567 7651535 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 6373666 0 0 DUNN SCHOOL PROVIDED COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 108 BOARDING AND 113 DAY STUDENTS DURING THE FISCAL YEAR. 222237 0 0 EVERY SUMMER, DUNN SCHOOL OFFERS A WIDE VARIETY OF ACADEMIC, ENRICHMENT AND RECREATIONAL PROGRAMS FOR BOTH CHILDREN AND ADULTS ON CAMPUS. DUNN'S SUMMER PROGRAMS ARE COMMITTED TO: DEVELOPING EACH INDIVIDUAL'S POTENTIAL, BUILDING SELF CONFIDENCE AND CHARACTER, AND FOSTERING INDIVIDUAL AND COLLECTIVE EXCELLENCE. 1163660 0 0 STUDENT SCHOLARSHIPS, NEED BASED FINANCIAL AID, AND TUITION REMISSION. THIS IS REPORTED AS CONTRA-REVENUE IN OUR AUDITED FINANCIAL STATEMENTS, BUT REPORTED AS EXPENSES IN OUR FORM 990. 0 0 0 7759563 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 200 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 1 X 0 0 0 MARY BIANCO 1 0 X 0 0 0 MICHAEL K BOONE 1 0 X 0 0 0 CYNTHIA BRONFMAN 1 0 X 0 0 0 JAMES B DEHLSEN 2 0 X X 0 0 0 MICHAEL A DUNN 1 0 X 0 0 0 JAMES P GASKIN 1 0 X 0 0 0 MARK RAWLINS 1 0 X X 0 0 0 DEAN DAVIDGE 1 0 X 0 0 0 DEBBIE JONES 3 0 X X 0 0 0 DAVID M NELSON 1 0 X 0 0 0 BRUCE J THACHER 1 0 X 0 0 0 CHRISTOPHER WESSELMAN 1 0 X 0 0 0 CHERYL STAUFFER 1 0 X 0 0 0 GLADDYS URIBE 2 0 X X 0 0 0 JIM CHOMEAU 1 0 X 0 0 0 CHARLES A JACKSON 1 0 X 0 0 0 CHRIS MULLIN 1 0 X 0 0 0 MICHAEL C BECK 60 0 X X X 181750 0 81716 CHAD STACY 60 0 X X 77400 0 41805 AARON DORLARQUE 60 0 X 101000 0 49575 360150 0 173096 2 0 1 0 PENNFIELD AND SMITH 210 East Enos Drive SUITE A SANTA MARIA CA 93454 CIVIL ENGINEERING RELATED TO ONSITE WASTEWATER TREATMENT SYSTEM 185678 FERNAU AND HARTMAN 2512 9th St SUITE 2 Berkeley CA 94710 ARCHITECTURAL PROGRAMMING AND CONCEPTUAL DESIGN - LEADERSHIP CENTER, DINING HALL 115922 2 0 0 0 0 0 614135 0 614135 STUDENT TUITION (GROSS) 611110 7956293 7956293 0 0 SUMMER PROGRAM REVENUE 611110 246506 246506 0 0 OTHER STUDENT REVENUE 611110 68813 68813 0 0 0 0 0 0 8271612 787413 787413 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3141 0 -3141 -3141 -3141 0 0 20436 0 12440 7996 0 7996 32577 28731 3846 3846 0 0 0 9681861 9059730 0 7996 0 0 1163660 1163660 0 0 360150 259150 101000 3268026 2787558 381191 99277 155222 116658 27076 11488 412854 310237 82076 20541 288363 217996 55082 15285 0 0 0 0 14896 0 14896 0 9000 0 9000 0 5907 0 5907 0 11841 11841 0 74844 65794 6668 2382 263618 218731 33071 11816 628819 596794 23595 8430 113932 82267 11703 19962 59984 50632 9352 0 140829 140829 0 0 539137 539137 0 0 289890 256454 24634 8802 SCHOOL KITCHEN 475339 475339 0 0 STUDENT ACTIVITIES 343223 342069 850 304 STUDENT ATHLETICS 102772 102772 0 0 BOOKS AND CLASSROOM EXPENSES 113365 113365 0 0 277464 167430 53010 57024 9113135 7759563 997261 356311 0 2743428 3612543 1727051 196551 62611 75872 17168 16749 70948 73093 15846697 9165132 6746720 6681565 1893627 2358411 13261553 13014784 24013 363521 0 2826730 2492233 2607243 2507495 5457986 5363249 X 2891872 2734197 3263438 3204081 1648257 1713257 7803567 7651535 13261553 13014784 X 568726 -502365 0 5907 0 -224300 X 0 1 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 1968700 40000 -294569 0 22654 0 1691477 0.27 0.73 0 0 0 332547 0 332547 13960562 0 8521051 5439511 537667 0 480365 57302 163716 0 163716 0 852205 0 0 852205 6681565 8024430 -502365 0 0 -1163660 -1666025 9690455 0 -8594 -8594 9681861 7949475 0 0 0 0 0 7949475 0 1163660 1163660 9113135 SchD_P05_S00_L04 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. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d TUITION DISCOUNTS CONSIDERED CONTRA-REVENUE IN AFS, BUT CONSIDERED EXPENSES IN FORM 990. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b NET EFFECT OF DIFFERENT ACCOUNTING METHODOLOGIES BETWEEN FORM 990 AND AFS RELATING TO NET VERSUS GROSS REPORTING (SALES OF INVENTORY, AND SPECIAL EVENTS). SchD_P12_S00_L04b Schedule D, Part XII, Line 4b TUITION DISCOUNTS INCLUDED IN AFS AS CONTRA REVENUE, BUT REPORTED IN 990 AS EXPENSE 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SchE_P01_S00_L03 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-DISCRIMINATORY POLICY. OUR POLICY IS ALSO AVAILABLE ON OUR WEB-SITE AND OTHER MARKETING MATERIALS. 1 East Asia and the Pacific 0 0 Program Services STUDENT RECRUITING TRAVEL 9248 Middle East and North Africa 0 0 Program Services STUDENT RECRUITING TRAVEL 3487 Europe (including Iceland and Greenland) 0 0 Program Services STUDENT RECRUITING TRAVEL 4212 North America (including Canada and Mexico, but not the United States) 0 0 Program Services STUDENT RECRUITING TRAVEL 3245 0 0 20192 0 0 0 0 0 0 SchF_P01_S00_L02 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. FUNDRAISING EVENT AND AUCTION 20436 0 20436 0 0 1000 6500 800 4140 0 0 20436 0 20436 0 0 1000 6500 800 4140 12440 7996 1 DUNN SCHOOL OFFERS TUITION DISCOUNTS IN THE FORM OF: NEED BASED FINANCIAL AID, AND TUITION REMISSION 79 0 1163660 FMV DUNN SCHOOL OFFERS TUITION DISCOUNTS IN THE FORM OF: NEED BASED FINANCIAL AID, AND TUITION REMISSION SchI_P01_S00_L02 Schedule I, Part I, Line 2 DUNN SCHOOL MAINTAINS PUBLICALLY 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 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL C BECK 181750 0 0 0 0 0 0 0 81716 0 263466 0 0 0 CHAD STACY 77400 0 0 0 0 0 0 0 41805 0 119205 0 0 0 AARON DORLARQUE 101000 0 0 0 0 0 0 0 49575 0 150575 0 0 0 SchJ_P01_S00_L01a 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 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. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 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 SOURCES TO DETERMINE COMPENSATION. COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED BY THE HEAD OF SCHOOL USING PEER SALARY DATA AVAILABLE FROM NAIS AND CAIS. DEBBIE JONES TRUSTEE - CHAIR 10500 TUITION DISCOUNT FINANCIAL AID ALLIE ANDERSEN EMPLOYEE 3400 TUITION DISCOUNT FINANCIAL AID CANDICE HARTMANN EMPLOYEE 22900 TUITION DISCOUNT TUITION REMISSION ELIZABETH MORRISON EMPLOYEE 12300 TUITION DISCOUNT TUITION REMISSION JULIE SILVINO EMPLOYEE 21200 TUITION DISCOUNT TUITION REMISSION ULISES AND ALEJANDRA CASTENADA EMPLOYEES 21200 TUITION DISCOUNT TUITION REMISSION X 10 201011 FMV 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b DURING THE FISCAL YEAR DUNN SCHOOL ACCEPTED ONE DONATION VIA A THIRD PARTY. THE DONOR CONTRIBUTED A CAR TO A THIRD PARTY AND THE THIRD PARTY SOLD THE CAR AND DISTRIBUTED A PORTION OF THE PROCEEDS TO THE SCHOOL. THE PROCEEDS FROM THIS TRANSACTION WAS $2,000. F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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. SENIOR MANAGEMENT COLLECTS AND ANALYZES THESE DISCLOSURE FORMS 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, OTHER STEPS NECESSARY IN CONSULTATION WITH EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. F990_P06_S0B_L15 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 AVAILABLE FROM NAIS AND CAIS. F990_P06_S0C_L18 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. F990_P06_S0C_L19 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. F990_P11_S00_L09 Form 990, Part XI, Line 9 DURING THE YEAR THE SCHOOL COMPLETED A FIXED ASSET INVENTORY, AND INCREASED THE SCHOOL'S FIXED ASSET CAPITALIZATION RATE FROM $1,000TO $5,000. THE IMPACT OF THESE CHANGES RESULTED IN A WRITE OFF OF $1,157,757 OF ASSETS AT COST AND CORRESPONDING ACCUMULATED DEPRECIATION OF $930,769. THE SCHOOL RECOGNIZED A LOSS AS A RESULT OF THIS CHANGE IN ACCOUNTING ESTIMATE OF $226,987. EXTENSION FILED AND APPROVED