2014-11-14T14:18:52-06:00 2014-06-30 540504608 BROWN EDWARDS & COMPANY LLP PO BOX 10189 LYNCHBURG VA 245060189 990 2013-07-01 540506431 VIRGINIA EPISCOPAL SCHOOL VIRG 4343853600 PO BOX 408 LYNCHBURG VA 24503 DEBORAH LEAKE TREASURER 4343846221 2014-11-14 1 SUSAN ACKLEY P00025524 4349489000 2013 2015-11-30 17:44:51Z DEBORAH LEAKE 400 VES ROAD LYNCHBURG VA 24503 10899078 0 1 X HTTP://WWW.VES.ORG X 1916 VA TO LEAD STUDENTS TOWARD FULL STATURE. 24 24 105 58 42905 -31503 8384775 2480208 6737890 7641422 -1633441 443657 160304 187775 13649528 10753062 1657221 1975050 0 0 432700 453603 0 0 554478 7003842 7727252 9093763 10155905 4555765 597157 38788285 42153422 4744609 5861905 34043676 36291517 TO LEAD STUDENTS TOWARD FULL STATURE ACADEMICALLY, SPIRITUALLY, AND ETHICALLY. 0 0 5109438 1975050 7786292 EDUCATION - ALL SERVICES RELATED TO INSTRUCTION AND BOARDING OF STUDENTS; GRADES 9-12 5109438 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 66 0 1 105 1 1 1 0 0 0 0 0 0 0 0 1 1 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 VA X DEBORAH LEAKE 4343853615 400 VES ROAD LYNCHBURG VA 24503 MICHAEL K ALFORD TRUSTEE 1.00 X 0 0 0 STANLEY C ARCHIBALD III TRUSTEE 1.00 X 0 0 0 LAURA BEASLEY TRUSTEE 1.00 X 0 0 0 WILLIAM EARLE BETTS TRUSTEE 1.00 X 0 0 0 REV MARK A BOURLAKAS TRUSTEE 1.00 X 0 0 0 MATTHEW L BRANDON TRUSTEE 1.00 X 0 0 0 JESSE S CAPEL TRUSTEE 1.00 X 0 0 0 THEODORE J CRADDOCK TRUSTEE 1.00 X 0 0 0 KATHY K CRAFT TRUSTEE 1.00 X 0 0 0 JAMES H DOUGHTON TRUSTEE 1.00 X 0 0 0 JOHN M FLIPPIN TRUSTEE 1.00 X 0 0 0 ALAN E HARER TRUSTEE 1.00 X 0 0 0 LEE C HERBERT TRUSTEE 1.00 X 0 0 0 BARBARA N HOWARD TRUSTEE 1.00 X 0 0 0 SEAN K JENKINS TRUSTEE 1.00 X 0 0 0 MEGHANN E KING TRUSTEE 1.00 X 0 0 0 PARKER H LEE III CHAIR OF BOARD/PRESIDENT 1.00 X X 0 0 0 R CHAMBLISS LIGHT JR TRUSTEE 1.00 X 0 0 0 GEORGE WILSON MARTIN JR TRUSTEE 1.00 X 0 0 0 WILLIAM F MORRISETTE JR TRUSTEE 1.00 X 0 0 0 SPENCER W MORTEN III TRUSTEE 1.00 X 0 0 0 WILLIAM S PEEBLES IV TRUSTEE 1.00 X 0 0 0 STEWART M RODDEY TRUSTEE 1.00 X 0 0 0 CHRISTOPHER B SMITH SR TRUSTEE 1.00 X 0 0 0 ROBERT B TAYLOR JR TRUSTEE 1.00 X 0 0 0 ROBERT C WATTS III TRUSTEE 1.00 X 0 0 0 JOHN WOOLARD JR VICE PRESIDENT 1.00 X X 0 0 0 DEBORAH LEAKE TREASURER 40.00 X 94137 0 0 LEAH WEISS SECRETARY 40.00 X 40899 0 0 G THOMAS BATTLE HEAD MASTER 40.00 X 210000 0 10500 MEADE KING FORMER ASSISTANT HEADMASTER FOR D 40.00 X 106050 0 0 SARAH CUCCIO ASSOCIATE HEAD OF SCHOOL 40.00 X 103045 0 0 554131 0 10500 3 0 1 0 MERIWETHER-GODSEY INC 4944 OLD BOONSBORO ROAD LYNCHBURG VA 24503 FOOD AND FOOD SERVICES 847363 C L LEWIS & CO 1306 STEPHENSON AVENUE LYNCHBURG VA 24501 CONSTRUCTION 661110 ARCHITECTURAL PARTNERS PC 10 9TH ST LYNCHBURG VA 24504 CONSTRUCTION 636475 ANTHEM BLUE CROSS & BLUE SHIELD PO BOX 27401 RICHMOND VA 23279 HEALTH INSURANCE 393947 WELLS FARGO ONE WEST FOURTH STREET 2ND FLOOR WINSTONSALEM NC 27101 FINANCIAL SERVICES 181227 8 2480208 328000 2480208 TUITION AND FEES 611710 7574527 7574527 SPORTS CAMP 611600 42905 42905 STUDENT FINANCE CHGS 561000 23990 23990 7641422 389055 389055 54602 0 54602 54602 54602 317307 146016 171291 171291 MISCELLANEOUS INCOME 900099 16484 16484 16484 10753062 7786292 42905 443657 1975050 1975050 346503 346503 107100 107100 55160 55160 124159 124159 794291 794291 GENERAL ADMINISTRATION 3619254 3171876 447378 INSTRUCTION 1498219 1498219 STUDENT SUPPORT SERVICE 1487292 1487292 STUDENT ACTIVITIES 119122 119122 29755 29755 10155905 5109438 4491989 554478 4252869 6883175 7468040 4256068 16517 64793 67524 71969 67068 62045 29314652 14036831 14168637 15277821 12640938 15424533 106692 113018 38788285 42153422 440120 181934 2875132 2863272 1429357 2816699 4744609 5861905 X 9133995 11638690 8097535 7302363 16812146 17350464 34043676 36291517 38788285 42153422 597157 1650684 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12680938 1287461 2018551 512267 15474683 11923012 28898 1217999 488971 12680938 11665324 511971 287572 541855 11923012 10573914 520802 1200735 630127 11665324 12334173 356541 -553353 1563447 10573914 0.00000 0.96400 0.03600 1 0 1911958 1911958 23383434 11590139 11793295 3208317 2446692 761625 810943 810943 15277821 MUTUAL FUNDS, STOCKS, BONDS 15424533 F 15424533 ADVANCED COLLECTIONS 2592390 CAPITAL LEASE 224309 2816699 X 10525971 1650684 146016 1796700 8729271 48741 1975050 2023791 10753062 8278130 146016 146016 8132114 48741 1975050 2023791 10155905 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY SEVENTY-TWO INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE SCHOOL QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A), AND THE SCHOOL HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE SCHOOL'S TAX EXEMPT RETURNS FOR 2011 AND FORWARD ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 146,016. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 1,975,050. PART XII, LINE 2D - OTHER ADJUSTMENTS: COSTS OF GOODS SOLD 146,016. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 1,975,050. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMNATORY POLICY IS PUBLISHED IN ALL SOLICITATION PUBLICATIONS. 1 FINANCIAL AID 122 1975050 TUITION REDUCTION FINANCIAL AID BASED ON NEED AND MERIT PART I, LINE 2: STUDENT ACHIEVEMENT OBSERVED IN NORMAL COURSE OF ORGANIZATION'S STATED PURPOSE. X X 1 1 X X 0 0 0 0 0 0 0 0 0 G THOMAS BATTLE HEAD MASTER 210000 0 0 0 0 0 10500 0 0 0 220500 0 0 0 G THOMAS BATTLE JR HEAD MASTER 20000 STUDENT FINANCIAL AID / EMPLOYEE DISCOUNT ATTENDANCE AT VES MEADE KING ASSISTANT HEADMASTER FOR DEVELOPMENT 20000 STUDENT FINANCIAL AID / EMPLOYEE DISCOUNT ATTENDANCE AT VES X 53 328000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS FIRST REVIEWED BY THE TREASURER, THEN FORWARDED TO THE EXECUTIVE COMMITTEE AND THE CHAIR AND VICE CHAIR OF THE FINANCE COMMITTEE TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE IS REQUIRED TO BE MADE TO THE HEADMASTER OR TO THE BOARD CHAIR, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES (WHO ARE NOT EMPLOYEES OF THE SCHOOL) REVIEWS COMPENSATION FOR THE HEAD OF SCHOOL ON AN ANNUAL BASIS. SALARY INFORMATION FROM VARIOUS PRIVATE SCHOOL SURVEYS AND INDUSTRY STANDARDS IS UTILIZED AS A BENCHMARK FOR BASE COMPENSATION PURPOSES WHICH IS DETERMINED WITH THE INITIAL CONTRACT AND SUBSEQUENT CONTRACT RENEWALS FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AND 990-T AVAILABLE FOR INSPECTION UPON REQUEST AND GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR WITH REGARD TO THE COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART V, QUESTIONS 7G AND 7H: THE ORGANIZATION DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY IN THIS FISCAL YEAR, THEREFORE THERE WAS NO FORM 8899 REQUIRED. ADDITIONALLY, THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTION OF PROPERTY THAT WOULD REQUIRE THE FOUNDATION TO FILE FORM 1098-C.