2014-02-14T16:44:50-06:00 2013-06-30 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2012-07-01 870212477 ROWLAND HALL-ST MARK'S SCHOOL ROWL 8013557485 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 KEVIN HANSON 8013557485 2014-02-13 1 DAVID SPERRY P00176382 8015327444 2012 2015-11-30 17:44:51Z KEVIN HANSON 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 22283378 0 X WWW.ROWLANDHALL.ORG X 1867 UT PRIVATE SCHOOL EDUCATION 26 26 391 741 0 0 3576691 3532101 18061277 18507472 387701 221008 22472 22797 22048141 22283378 0 0 0 0 11442843 11892606 0 0 409298 7613966 8397983 19056809 20290589 2991332 1992789 44525372 47985550 3834166 4456738 40691206 43528812 WE INSPIRE STUDENTS TO LEAD ETHICAL AND PRODUCTIVE LIVES THROUGH A COLLEGE PREPARATORY PROGRAM THAT PROMOTES THE PURSUIT OF ACADEMIC AND PERSONAL EXCELLENCE. 0 0 17396224 18530269 PRIVATE SCHOOL EDUCATION FROM PRE-SCHOOL TO 12TH GRADE 17396224 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 391 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X KEVIN HANSON 8013557485 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 RICHARD BADENHAUSEN 5.00 X 0 0 0 JOHN BIRD 5.00 X X 0 0 0 ALEX BOCOCK 4.00 X 0 0 0 FRANCE DAVIS 1.00 X 0 0 0 SAM GOLDSTEIN 2.00 X 0 0 0 BEN LOGUE 2.00 X 0 0 0 PHILIP MCCARTHEY 7.00 X X 0 0 0 MARGARET NIVER MCGANN 4.00 X 0 0 0 RHONDA NICOLOFF 2.00 X 0 0 0 JENNIFER PRICE-WALLIN 7.00 X 0 0 0 IRA RUBINFELD 5.00 X 0 0 0 PRIYA CHODOSH 2.00 X 0 0 0 AMY BAKER 2.00 X 0 0 0 SCOTT B HAYASHI 1.00 X 0 0 0 JILL LANG 3.00 X 0 0 0 KURT LARSEN 1.00 X 0 0 0 SABA SIDDIQUI 2.00 X 0 0 0 ROBERT STEINER 12.00 X X 0 0 0 BRIAN BARKER 2.00 X 0 0 0 JOSH KANTER 3.00 X 0 0 0 AKEMI LOUCHHEIM 2.00 X 0 0 0 RACHEL SWEET MARTIN 3.00 X 0 0 0 JOHN MCNAMARA 3.00 X 0 0 0 VIVIAN LEE 2.00 X 0 0 0 MELISSA ORFORD 2.00 X 0 0 0 MICHAEL WEINHOLTZ 2.00 X 0 0 0 JULIE A BARRETT 40.00 X 156174 0 20943 ALAN C SPARROW 40.00 X X 393337 0 42933 KEVIN D HANSON 40.00 X 128215 0 16957 677726 0 80833 3 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD STE 100 LUTHERVILLE MD 21093 DINING 621747 APPLE COMPUTER INC PO BOX 4846095 DALLAS TX 75284 COMPUTERS 237106 ESHERICK HOMSEY DODGE & DAVIS 500 TREAT AVE SAN FRANCISCO CA 94110 ARCHITECTURAL DESIGNS 210455 MORETON & CO PO BOX 58139 SALT LAKE CITY UT 84158 INSURANCE BROKERAGE 203688 ENVIROKLEEN PO BOX 540666 SALT LAKE CITY UT 84054 JANITORIAL SERVICES 160007 7 3532101 3532101 TUITION 15192794 15192794 AUXILIARY SERVICES 2498772 2498772 FEES & ASSESSMENTS 799097 799097 SKI SWAP 16809 16809 18507472 221008 221008 MISCELLANEOUS INCOME 22797 22797 22797 22283378 18530269 0 221008 652825 537025 115800 9142472 8489579 520053 132840 1358191 1193570 128966 35655 739118 642371 77118 19629 8561 8561 42420 42420 112044 25702 86342 114349 101554 11608 1187 701481 701481 250220 250220 470211 434644 25322 10245 909618 727694 181924 253928 197737 56191 FINANCIAL AID 1876346 1876346 GENERAL AND MISC EXPENS 764378 112547 651831 TEXT BOOKS, ACTIVITY FE 671421 671421 FOOD CHARGES 586155 586155 1636851 1385203 157706 93942 20290589 17396224 2485067 409298 5259154 9550797 4205387 2485905 259733 173314 38543041 10742519 27673995 27800522 6687949 7489911 439154 485101 44525372 47985550 177833 583139 2262554 2569730 1393779 1303869 3834166 4456738 X 33388818 32700348 2314288 5163483 4988100 5664981 40691206 43528812 44525372 47985550 1992789 844817 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7717403 690495 941093 0 263846 9085145 6990959 693518 270838 209091 28821 7717403 3443650 2346763 1355583 45900 101397 7740 6990959 2886165 251969 185516 110000 3443650 3209301 343488 -526624 115000 25000 2886165 0.38000 0.62000 0 0 16202194 16202194 18515403 7482781 11032622 344513 337633 6880 2706512 2223727 482785 774419 698378 76041 27800522 MARKETABLE SECURITIES 7369180 F OTHER INVESTMENTS 120731 F 7489911 ACCRUED PAYROLL 982032 DEFERRED COMPENSATION 120731 ACCRUED PAYROLL TAXES 75125 ACCRUED RETIREMENT CONTRIBUTION 58369 OTHER MISCELLANEOUS ACCRUALS 67612 1303869 23162642 844817 34447 879264 22283378 0 22283378 20325036 34447 34447 20290589 0 20290589 PART XI, LINE 2D - OTHER ADJUSTMENTS: SKI SWAP EXP NETTED WITH REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: SKI SWAP EXP NETTED WITH REVENUE PART XII AND XIII LINES 2D ARE A RECLASSIFICATION OF SKI SWAP EXPENSE INCLUDED IN EXPENSES FOR THE AUDIT, WHICH WAS NETTED WITH THE SKI SWAP INCOME IN THE STATEMENT OF REVENUE ON PART VIII OF FORM 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 ROWLAND HALL-ST. MARK'S PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL RECRUITING MEDIA AND BROCHURES AS WELL AS IN APPLICATIONS AND STUDENT CONTRACTS. X X X 0 1 X X X X 0 0 0 0 0 0 0 0 0 JULIE A BARRETT 156174 0 0 0 0 0 0 0 20943 0 177117 0 0 0 ALAN C SPARROW 208944 0 0 0 184393 0 0 0 42933 0 436270 0 120000 0 PART I, LINE 1A ITEMS ARE INCLUDED IN THE W-2 FRINGE BENEFIT INCOME OR DIRECTLY IN THE COMPENSATION REPORTED ON THE W-2 FOR THE PERSON LISTED IN FORM 990 FOR WHOM THE RELEVANT ITEMS WERE PROVIDED. THE ALLOWANCES AND OTHER ITEMS ARE ALL REPORTED AS TAXABLE INCOME TO THE PERSON. X 4 46110 FMV OF SHARES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 UPON COMPLETION OF THE IRS FORM 990, THE FINANCE COMMITTEE OF THE BOARD RECEIVED THE RETURN IN ORDER TO UNDERTAKE A MAJOR REVIEW. ONE FULL FINANCE COMMITTEE WAS SET ASIDE IN WHICH ALL BOARD MEMBERS WERE INVITED TO PARTICIPATE IN THE REVIEW AND SUGGEST ANY CHANGES/CORRECTIONS. THE AREAS OF SIGNIFICANT REVIEW ARE DESIGNATED - PART VI GOVERNANCE, MANAGEMENT AND DISCLOSURE; PART VI POLICIES AND COMPLIANCE; AND PART VII COMPENSATION. THESE SECTIONS RECEIVED THE DEEPEST REVIEW FROM THE FINANCE COMMITTEE AND BOARD TO REVIEW ACCURACY AND COMPLIANCE WITH REQUIREMENTS SET BY THE IRS AND OTHER GOVERNING AGENCIES. AFTER THE REVIEW IN THE FINANCE COMMITTEE, A COPY OF THE COMPLETED IRS FORM 990 WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING THE RETURN. THERE WAS A QUICK REVIEW OF THE HIGHLIGHTS OF THE FINANCE COMMITTEE REVIEW AS WELL AS THE HIGHLIGHTS OF IRS FORM 990 IN THE BOARD MEETING. IT IS EXPECTED THAT ALL TRUSTEES ARE FAMILIAR WITH THE CONTENTS OF THE RETURN. ONCE ALL THE TRUSTEES WERE COMFORTABLE WITH THE REVIEW PROCESS AND COMPLETION OF IRS FORM 990, THE AUDITORS THEN FILED THE FORM 990 WITH THE APPROPRIATE AGENCIES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO EACH TRUSTEE FOR THEM TO READ AND TO HAVE THEM SIGN THAT THEY UNDERSTAND AND AGREE TO ACCEPT COMPLIANCE WITH THE POLICY. THE BUSINESS OFFICE AND THE FINANCE COMMITTEE WORK TOGETHER TO MONITOR AND ENFORCE COMPLIANCE AND CHECK THAT THERE ARE NO POTENTIAL CONFLICTS FROM ANY TRANSACTIONS UNDERTAKEN. IF THERE IS A MATTER THAT REQUIRES A VOTE OF THE GOVERNING BODY, SHOULD THERE BE ANY TRUSTEE THAT MIGHT HAVE POTENTIAL CONFLICT OF INTEREST, THEY ARE PROHIBITED FROM PARTICIPATION IN THAT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND MAINTAINS FAMILIARITY WITH THE SAFE HARBOR CLAUSES REGARDING THE COMPENSATION OF THE HEAD OF SCHOOL AND OTHER KEY EMPLOYEES OF THE ORGANIZATION. RELEVANT DATA THAT IS GATHERED FROM THE LATEST ANNUAL SURVEYS FROM COMPARABLE SCHOOLS BOTH NATIONALLY AND REGIONALLY IS RELIED ON TO ENSURE REASONABLE COMPENSATION. THE DATA IS REVIEWED BY TRUSTEES THAT ARE INDEPENDENT AND UPHOLD THEIR FIDUCIARY RESPONSIBILITIES TO THE SCHOOL TO DETERMINE WHAT IS REASONABLE PAY AND COMPENSATION. THE REVIEW OF THE DATA AND THE DETERMINATION OF THE COMPENSATION ARE DOCUMENTED TO RECORD HOW THE COMPENSATION WAS DETERMINED. THESE RECORDS HELP JUSTIFY ANY COMPLAINTS OR CONTESTS AS TO THE REASONABLENESS OF THE COMPENSATION. THE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES AND THEY REVIEW THE DETERMINATION FOR ACCURACY AND REASONABLENESS, AS WELL AS FOR APPROVAL. THIS PROCESS IS FOLLOWED FOR THE COMPENSATION OF THE HEAD OF SCHOOL, AS WELL AS THE OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THIS IS AVAILABLE UPON REQUEST. PART XI, LINE 2C THERE HAS BEEN NO CHANGE TO EITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.