2014-05-14T13:56:22-05:00 2013-06-30 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVENUE SUITE 1000 CHARLOTTE NC 28204 990 2012-07-01 591282306 INDEPENDENT DAY SCHOOL (A PRIVATE SCHOOL) INDE 8139613087 12015 ORANGE GROVE DRIVE TAMPA FL 33618 DR JOYCE SWARZMAN 8139613087 2014-05-13 1 KELLIANNE F BENSON P01345659 7043771678 2012 2015-11-30 17:44:51Z DR JOYCE SWARZMAN 12015 ORANGE GROVE DRIVE TAMPA FL 33618 8581203 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. 22 22 277 22 0 0 809917 871241 7380686 7409912 22609 10014 181167 184722 8394379 8475889 552870 541305 0 0 5111641 5276863 0 0 486853 2731842 2809029 8396353 8627197 -1974 -151308 16377561 16099004 4483701 4083741 11893860 12015263 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 7061012 541305 7409912 INDEPENDENT DAY SCHOOL IS A PRIVATE EDUCATIONAL INSTITUTION FOR GRADES PRE-KINDERGARTEN THROUGH EIGHTH. ENROLLMENT VARIES - APPROXIMATELY 500 STUDENTS. 7061012 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 277 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 FL X MICHELLE WILLIS 8139613087 12015 ORANGE GROVE DR TAMPA FL 33618 DAVID BELLINI 1.00 X 0 0 0 MARCIE MUELLER 1.00 X 0 0 0 JIM CLARK 1.00 X 0 0 0 HEATHER CERESOLI 1.00 X 0 0 0 BETTE MANISCALCO 1.00 X 0 0 0 SCOTT ROTHSTEIN 1.00 X 0 0 0 BALAJI PADMANABHAN 1.00 X 0 0 0 STUART SIERRA 1.00 X 0 0 0 DONNA ROCCO 1.00 X 0 0 0 CHRISTINA SWANSON 1.00 X 0 0 0 DR BETTY EPANCHIN 1.00 X 0 0 0 JOHN TOMLIN 1.00 X 0 0 0 HEATHER LEE 1.00 X 0 0 0 CATHY JONAS 1.00 X 0 0 0 MICHAEL RICE 1.00 X 0 0 0 BRUCE DAVIES 1.00 X 0 0 0 MICHAEL LEEDS 1.00 X 0 0 0 CORNELIA CORBETT 1.00 X 0 0 0 JIM CONLIN 1.00 X X 0 0 0 JEFF SHANNON 1.00 X X 0 0 0 CINDY DONOVAN 1.00 X X 0 0 0 DR PAUL STILES 1.00 X X 0 0 0 DR JOYCE SWARZMAN 80.00 X 141786 0 5093 MICHELLE WILLIS 60.00 X 23561 0 4564 PAMELA RIPPLE SELEWACH 60.00 X 83069 0 5036 248416 0 14693 1 0 0 0 0 871241 871241 TUITION & FEES 900099 6893051 6893051 COMMUNITY MUSIC SCHOOL 900099 245813 245813 ATHLETICS & CLUBS 900099 138327 138327 CLASS TRIPS 900099 132721 132721 7409912 10014 10014 16428 0 16428 16428 16428 255382 82286 173096 173096 18226 23028 -4802 -4802 8475889 7409912 0 194736 541305 541305 260716 208573 44322 7821 3479334 2783467 591487 104380 433771 347017 73741 13013 1103042 882434 187517 33091 89344 80410 8934 57717 51945 5772 36611 32950 3661 108506 97655 10851 241474 217327 24147 40688 36619 4069 344872 310385 34487 254800 229320 25480 EDUCATIONAL MATERIALS & 488994 488994 PARENT & FACULTY 328548 328548 CLASSROOM & SCHOOL EXPE 168837 168837 REPAIRS & MAINTENANCE 144897 130407 14490 503741 453367 50374 8627197 7061012 1079332 486853 1492820 1547523 2111560 2029442 100857 56370 20739 8914 19646695 7365424 12479714 12281271 34539 46149 137332 129335 16377561 16099004 202752 177003 2280949 2006738 2000000 1900000 4483701 4083741 X 11893860 12015263 11893860 12015263 16377561 16099004 -151308 272711 0 X X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6538643 6538643 10538212 5921429 4616783 2569840 1443995 1125845 12281271 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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, 2013. 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 PUBLISHED IN THE "TAMPA TRIBUNE" ON AN ANNUAL BASIS. BIG EVENT AUCTION 190962 190962 53988 GOLF TOURNAMENT 64420 64420 28298 1 255382 255382 82286 82286 173096 1 TUITION REDUCTION 57 541305 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD REVIEWS A COPY OF THE FORM 990 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. FORM 990, PART XII, LINE 2C THE FINANCIAL STATEMENTS ARE REVIEWED. THE FINANCE COMMITTEE OVERSEES THE SELECTION OF THE INDEPENDENT ACCOUNTANTS. INDEPENDENT DAY SCHOOLHSC LLC 12015 ORANGE GROVE ROAD TAMPA FL 33618 591282306 SCHOOL FL INDEPENDENT DAY SCHOOL