2014-02-13T14:29:42-06:00 2013-06-30 650286987 GOLDSTEIN SCHECHTER KOCH 2121 PONCE DE LEON BLVD STE 1100 CORAL GABLES FL 33134 990 2012-07-01 590659070 RANSOM EVERGLADES SCHOOL INC RANS 3054608800 3575 MAIN HIGHWAY MIAMI FL 33133 JAMES T COWGILL 3054608851 2014-02-13 1 ROGER TERRONE P00748331 3054422200 2012 2015-11-30 17:44:51Z ELLEN MOCERI 3575 MAIN HIGHWAY MIAMI FL 33133 44474005 0 X RANSOMEVERGLADES.ORG X 1967 FL RANSOM EVERGLADES SCHOOL, INC. IS AN EDUCATIONAL INSTITUTION AS DEFINED IN SECTION 501(C)(3). 27 27 528 493 0 0 3718776 2920957 31930584 33581993 298065 1335270 121052 201919 36068477 38040139 3733406 4039150 0 0 16577718 17553491 0 0 1239955 13065365 13357764 33376489 34950405 2691988 3089734 86690497 91522508 23492250 24083983 63198247 67438525 TO PROVIDE AN EDUCATIONAL ENVIRONMENT IN WHICH THE PURSUIT OF HONOR, ACADEMIC EXCELLENCE AND INTELLECTUAL GROWTH IS COMPLEMENTED BY CONCERN FOR THE PHYSICAL, CULTURAL AND CHARACTER DEVELOPMENT OF EACH STUDENT. 0 0 27522056 4039150 32330995 INSTITUTION RUNS AN ACADEMIC SCHOOL PROGRAM WHICH INCLUDES A SCHOLARSHIP PROGRAM. THE LATTER PROVIDES FUNDS FOR STUDENTS WHO DEMONSTRATE A NEED FOR FINANCIAL ASSISTANCE. SEE SCHEDULE I, PART III AND PART IV FOR RECIPIENT DETAIL AND EXPLANATION ON HOW SCHOLARSHIP AWARDS ARE DETERMINED. 704767 1250998 INSTITUTION RUNS A SUMMER SCHOOL, CAMP, AND DAY CARE PROGRAM. 28226823 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 81 1 1 528 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RANSOM EVERGLADES SCHOOL CO JAMES COWGILL 3054608800 3575 MAIN HIGHWAY MIAMI FL 33133 CARLOS DE LA CRUZ JR 1.00 X 0 0 0 WILLIAM HOLLY 1.00 X 0 0 0 JONATHAN KISLAK 1.00 X 0 0 0 RICHARD LAMPEN 1.00 X 0 0 0 GHISLAIN GOURAIGE 1.00 X 0 0 0 JONATHAN AWNER 5.00 X 0 0 0 DEBORAH BUSSEL 1.00 X 0 0 0 AL DOTSON JR 1.00 X 0 0 0 DAVID ERTEL 1.00 X 0 0 0 KERIN MCCARTHY FREDMAN 1.00 X 0 0 0 MARIA E LAMAS 1.00 X 0 0 0 ALICE LASH 1.00 X 0 0 0 ELIZABETH MURPHY 1.00 X 0 0 0 ROBERT SEGEL 1.00 X 0 0 0 DEBRA WECHSLER 1.00 X 0 0 0 ALBERTO BEECK 1.00 X 0 0 0 MARK MELAND 1.00 X 0 0 0 RUDY PRIO-TOUZET 1.00 X 0 0 0 ANDREW L ANSIN 1.00 X 0 0 0 ELIOT GELBER 1.00 X 0 0 0 KIM SMITH 1.00 X 0 0 0 DAVID MCWILLIAMS 1.00 X 0 0 0 JEFFREY HICKS 1.00 X 0 0 0 EMILIO ROMANO 1.00 X 0 0 0 DEBRA HIRSCHL 5.00 X 0 0 0 JEFFREY ROBERTS 5.00 X 0 0 0 ERIC MENDELSON 5.00 X 0 0 0 JEFFREY MILLER 5.00 X 0 0 0 ELLEN MOCERI 40.00 X 420381 0 114797 MICHAEL FERGUSON 40.00 X 146749 0 28706 CLAUDE GRUBAIR 40.00 X 170522 0 19717 GREG LADD 40.00 X 180796 0 36657 ROBERT MCARTHUR 40.00 X 130306 0 22545 1048754 0 222422 11 0 1 0 SAGE DINING SERVICES 222 BOSLEY AVE STE B7 TOWSON MA 21201 CAFETERIA SERVICES 1308186 FIELDTURF USA 8088 MONTVIEW ROAD MONTREAL CA H4P267 ARTIFICIAL SPORTS FIELD 407275 JOHN MORIARTY & ASSOC OF FLORIDA INC 1942 TYLER ST HOLLYWOOD FL 33020 CONSTRUCTION SERVICES 389540 EXECUTIVE PRINTERS OF FLORIDA 3075 NORTHWEST SOUTH RIVER DRIVE MIAMI FL 33142 PRINTING MATERIALS AND STATIONARY 292631 BRYANT SECURITY CORP 16840 NE 19TH AVE N MIAMI BEACH FL 33162 SECURITY SERVICES 267631 18 160693 2760264 342744 2920957 STUDENT TUITION & FEES 611710 32330995 32330995 SUMMER DAY CAMP 611710 1045865 1045865 DAY CARE 611710 144660 144660 SUMMER SCHOOL 611710 60473 60473 33581993 540194 540194 109118 0 109118 109118 109118 5988433 5500 5197619 1238 790814 4262 795076 795076 294236 160693 512282 -218046 -218046 56250 29350 26900 26900 977324 693377 283947 283947 38040139 33581993 0 1537189 4039150 4039150 430337 306150 105586 18601 13733813 9770498 3369666 593649 1291460 918769 316867 55824 1088400 774309 267045 47046 1009481 718164 247682 43635 80779 80779 85000 85000 161504 161504 453801 245508 208293 1409804 609195 451657 348952 433707 424655 9052 2451531 2451531 370069 278535 79226 12308 380294 269406 110888 94522 94522 3021875 3021875 1326228 1326228 ATHLETIC AND ACADEMIC P 1847540 1847540 FOOD SERVICES 966004 966004 BAD DEBT 259306 259306 LICENSES AND PERMITS 15800 15800 34950405 28226823 5483627 1239955 1173869 732520 1339414 7658996 5819097 4142906 260816 155754 191421 219626 1360962 1340750 79600022 27530277 53739881 52069745 19031341 18882955 3741768 6248018 31928 71238 86690497 91522508 1842218 1691722 20619514 21411565 1030518 980696 23492250 24083983 X 43926585 47472446 962514 1365293 18309148 18600786 63198247 67438525 86690497 91522508 3089734 1150544 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23489683 912292 2345572 1119402 25628145 23952269 798462 -246017 1015031 23489683 20180918 2462494 3465146 2156289 23952269 19492203 3010683 1652398 3974366 20180918 21400045 3636492 -3674073 1870261 19492203 0.28000 0.70000 0.02000 0 0 5345033 5345033 55493321 15434512 40058809 2080344 1389362 690982 16681324 10706403 5974921 52069745 PRIVATE EQUITY FUNDS 4543430 F GLOBAL FIXED INCOME FUND 1704588 F 6248018 STUDENT & PARENT ORGANIZATION FUNDS 243912 CAPITAL LEASES OBLIGATION 536784 AGENCY PAYABLE 200000 980696 40230824 1150544 1150544 39080280 -1040141 -1040141 38040139 35990546 0 35990546 -1040141 -1040141 34950405 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE A VEHICLE FOR THE DEVELOPMENT OF THE ORGANIZATION, A RELATIVELY CONSTANT SOURCE OF ANNUAL INCOME, AND COVERAGE OF FUTURE AND UNEXPECTED NEEDS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES - BOOK STORE INVENTORY -693,378. PARENTS ASSOCIATION (FUNDRAISING) EXPENSE -137,129. RESTRICTED GIFTS EXPENSES -213,565. TUITION REFUND -331. GAIN ON DISPOSITION OF FIXED ASSETS 4,262. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES - BOOK STORE INVENTORY -693,378. PARENTS ASSOCIATION (FUNDRAISING) EXPENSE -137,129. RESTRICTED GIFTS EXPENSES -213,565. TUITION REFUND -331. GAIN ON DISPOSITION OF FIXED ASSETS 4,262. 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 ALL NEWSPAPER AND BROADCAST MEDIA ADVERTISEMENTS PUBLICIZE, AS AN INTEGRAL PART OF THE SOLICITATION, THE SCHOOLS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS AUCTION 190136 11655 178481 327488 42666 ANNUAL DINNER 61220 22230 38990 43290 5 203573 126808 76765 98838 454929 160693 294236 327488 184794 512282 -218046 56250 29350 1 1.00000 56250 29350 29350 26900 FL 0 THE ONLY GAMING ACTIVITY WAS A RAFFLE, NO LICENSE REQUIRED FOR THIS ACTIVITY BY A SCHOOL IN FLORIDA. 0 1 0 1.00000 JODY CROSLAND 3575 MAIN HIGHWAY MIAMI FL 33133 0 0 1 EDUCATIONAL GRANTS - 176 AWARDED STUDENTS 176 3338150 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SUPPLEMENTAL INFORMATION TO FORM 990, SCHEDULE E, QUESTION 4B AND 4C AND SCHEDULE I, PART I, QUESTION 1 AND 2. RANSOM EVERGLADES SCHOOL FINANCIAL AID POLICY RANSOM EVERGLADES SCHOOL SHALL STRIVE TO ASSIST ALL ELIGIBLE STUDENTS IN SECURING THE FINANCES NECESSARY TO ATTEND THE SCHOOL THUS HELPING TO ENSURE DIVERSITY THROUGHOUT THE STUDENT BODY. GRANTS ARE NEED-BASED ONLY, AND GRANTS ARE CONTINGENT UPON THE FUNDS AVAILABLE AT THE TIME OF DISBURSEMENT, RANSOM EVERGLADES DOES NOT FUND SCHOLARSHIPS FOR ACADEMIC, ARTISTIC OR ATHLETIC PURPOSES. ALTHOUGH THE ADMISSION AND FINANCIAL AID PROCESSES ARE SEPARATE, THEY DO OCCUR SIMULTANEOUSLY. A FINANCIAL AID APPLICATION MAY BE REQUESTED AT ANYTIME; HOWEVER, REQUESTS ARE USUALLY MADE AT THE TIME OF THE INITIAL ADMISSION INQUIRY. IN ORDER TO BE CONSIDERED FOR FINANCIAL AID, A STUDENT MUST FIRST APPLY FOR ADMISSION TO RANSOM EVERGLADES SCHOOL AND BE ACCEPTED BY THE ADMISSION COMMITTEE. IN ORDER TO CONTINUE TO RECEIVE AID IN SUCCESSIVE YEARS, STUDENTS AWARDED FINANCIAL AID MUST MEET THE STANDARDS OF ACADEMIC AND DISCIPLINARY GOOD STANDING EXPECTED OF ALL STUDENTS IN THE SCHOOL. THE ANNUAL RENEWAL OF ANY GRANT IS NOT AUTOMATIC. GRANTS MAY BE DISCONTINUED OR AMOUNTS CAN VARY DEPENDING ON CHANGES IN PARENTS FINANCES AS DETERMINED BY THE CURRENT PFS AND IRS FORMS OR ON A STUDENTS TOTAL SCHOOL RECORD. GRANTS APPLY SOLELY TO TUITION AND DO NOT COVER BOOKSTORE CHARGES, LUNCH, OR CERTAIN ACTIVITY FEES. APPLICATION PROCESS FAMILIES THAT WISH TO APPLY FOR FINANCIAL AID MUST COMPLETE AND MAIL A PFS (PARENT FINANCIAL STATEMENT) TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID IN PRINCETON, NEW JERSEY. IN ADDITION, EACH APPLICANT MUST SUBMIT COPIES OF CURRENT AND PREVIOUS IRS 1040'S AND W-2 FORMS. ALL FINANCIAL INFORMATION SUPPLIED SHALL BE HELD IN STRICTEST CONFIDENCE, ALL ADMISSION AND FINANCIAL AID DEADLINES MUST BE MET IN ORDER TO CONTINUE THE APPLICATION PROCESS. IN THE CASE OF A DIVORCED FAMILY, BOTH PARENTS ARE RESPONSIBLE FOR PROVIDING FINANCIAL INFORMATION TO DETERMINE NEED. DECISIONS ARE BASED ON THE DEMONSTRATED FINANCIAL ELIGIBILITY OF EACH FAMILY. PRIORITY OF CONSIDERATION SHALL BE: 1) CURRENT RANSOM EVERGLADES FAMILIES WHO ARE ALREADY RECEIVING FINANCIAL AID WHOSE CHILDREN ARE IN GOOD STANDING PROVIDING THEY HAVE RETURNED A RE-ENROLLMENT CONTRACT AND FILED ALL NECESSARY DOCUMENTS BY THE ANNOUNCED DEADLINE. 2) CURRENT RANSOM EVERGLADES FAMILIES WHO HAVE NOT PREVIOUSLY BEEN RECEIVING AID. 3) NEWLY ACCEPTED STUDENTS APPLYING FOR FINANCIAL AID. STUDENTS ADMITTED TO RANSOM EVERGLADES WHO ARE ELIGIBLE FOR AID WILL RECEIVE A LETTER IN THE SPRING WITH AN AWARD OFFER. THE FAMILIES MUST IMMEDIATELY RESPOND TO THE ACTION OF THE FINANCIAL AID COMMITTEE. LATE APPLICATIONS WILL BE CONSIDERED, PROVIDED THERE IS AVAILABILITY OF FUNDS. THE FINANCIAL AID COMMITTEE MAY BE REQUESTED TO REVIEW THE FINANCIAL AID GRANT BY FAMILIES WHO SEEK ADDITIONAL FUNDING. THE SCHOOL WILL REFRAIN AND DISCOURAGE OTHERS FROM TAKING ANY PUBLIC ANNOUNCEMENT OF THE AMOUNT OF FINANCIAL AID AWARDED TO A STUDENT. RANSOM EVERGLADES ADMITS STUDENTS OF ANY RACE, RELIGION, NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY AVAILABLE TO STUDENTS IN THE SCHOOL. IN THE ADMINISTRATION OF ITS FINANCIAL AID OR IN OTHER SCHOOL-ADMINISTERED PROGRAMS; THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, GENDER, NATIONAL OR ETHNIC ORIGIN. X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ELLEN MOCERI 420381 0 0 0 0 0 63000 0 51797 0 535178 0 0 0 MICHAEL FERGUSON 146749 0 0 0 0 0 22800 0 5906 0 175455 0 0 0 CLAUDE GRUBAIR 170522 0 0 0 0 0 13600 0 6117 0 190239 0 0 0 GREG LADD 180796 0 0 0 0 0 18540 0 18117 0 217453 0 0 0 ROBERT MCARTHUR 130306 0 0 0 0 0 13034 0 9511 0 152851 0 0 0 PART I, LINE 1A RESIDENCE USE IS A NON-TAXABLE BENEFIT PROVIDED TO ELLEN MOCERI, THE HEAD OF SCHOOL, AND GREGORY LADD, DIRECTOR OF ADVANCEMENT, ON THE SCHOOL'S GROUNDS FOR THE CONVENIENCE OF THE EMPLOYER. TRAVEL EXPENSES REGARDING SCHOOL BUSINESS AND PROMOTIONAL MATTERS WERE PAID BY THE ORGANIZATION FOR ELLEN MOCERI, THE HEAD OF SCHOOL AS A NON-TAXABLE BENEFIT. FIRST CLASS TRAVEL WAS PROVIDED AS A NONTAXABLE BENEFIT WHERE DETERMINED TO BE REASONABLE BASED ON THE TRIP LENGTH AND AVAILABLE SCHEDULING. ON OCCASIONS, TRAVEL FOR COMPANION WAS PROVIDED TO THE SPOUSE OF ELLEN MOCERI. THIS WAS ALLOWED WHEN CONSIDERED CUSTOMARY FOR A SPOUSE TO ATTEND CERTAIN EVENTS AND PROMOTE THE SCHOOL, OR WHERE THE SPOUSE'S ATTENDANCE AND KNOWLEDGE GAINED FROM TRAINING WAS FOR THE BENEFIT OF THE SCHOOL. X 10 4983 COMPARABLE SALES X 3 1690 COMPARABLE SALES X GIFT CERTIF,JEWERLY,HOTEL STAY & MISC FOR AUCTION 644 320815 ESTIMATED VALUE BASED ON COMPARABLE SALES X MISCELLANEOUS NON-CASH CONTRIBUTIONS 2 15256 ESTIMATED VALUE BASED ON COMPARABLE SALES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE CFO,THE TREASURER, THE HEAD OF SCHOOL AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE CONFLICT OF INTEREST QUESTIONNAIRE WILL BE ADMINISTERED TO MEMBERS OF THE BOARD AS WELL AS EMPLOYEES TO DISCLOSE ANY INTEREST THAT MIGHT RESULT IN A CONFLICT OR THE APPEARANCE OF A CONFLICT. ALL INFORMATION REGARDING MEMBERS OF THE BOARD OF TRUSTEES WILL BE PROVIDED TO THE CHAIR OF THE COMMITTEE ON TRUSTEES IN A CONFIDENTIAL REPORT. ALL INFORMATION REGARDING EMPLOYEES OF RANSOM EVERGLADES SCHOOL WILL BE PROVIDED IN A CONFIDENTIAL REPORT TO THE HEAD OF SCHOOL WHO WILL, THEN, SHARE THAT INFORMATION WITH THE CHAIR OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS/KEY EMPLOYEES INCLUDES THE USE OF COMPARABILITY DATA. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPROVES THE SALARY OF THE HEAD OF SCHOOL ONLY. FORM 990, PART VI, SECTION C, LINE 18 MADE AVAILABLE THROUGH WEBSITE (WWW.GUIDESTAR.ORG) AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN THESE DOCUMENTS ARE REQUESTED THROUGH THE CFO AT THE SCHOOL'S ADMINISTRATIVE OFFICES. THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.