2014-11-17T13:57:05-06:00 2014-06-30 560574444 CHERRY BEKAERT LLP 200 SOUTH 10TH STREET SUITE 900 RICHMOND VA 23219 990 2013-07-01 540914765 THE STEWARD SCHOOL CORPORATION STEW 8047403394 11600 GAYTON ROAD RICHMOND VA 23238 LISA S DWELLE ASSOCIATE HEAD OF SCHOOL 8047403394 2014-11-17 1 AARON T ELLISON P00625297 8046735700 2013 2015-11-30 17:44:51Z LISA S DWELLE 11600 GAYTON ROAD RICHMOND VA 23238 15117253 0 X WWW.STEWARDSCHOOL.ORG X 1972 VA THE STEWARD SCHOOL OFFERS A COLLEGE-PREPARATORY CURRICULUM DESIGNED TO HELP STUDENTS, JK THROUGH GRADE 12, OF VARYING ABILITIES REACH THEIR EDUCATIONAL GOALS. 24 24 306 400 0 0 3251030 914796 13272164 13621400 41473 79698 312935 410788 16877602 15026682 1747966 1772880 0 0 8327022 9154055 0 0 336294 5547657 5758486 15622645 16685421 1254957 -1658739 32755666 31553529 9977864 10284541 22777802 21268988 X THE STEWARD SCHOOL'S MISSION IS TO PREPARE EACH CHILD FOR COLLEGE AND FOR LIFE. OUR CORE CHARACTER VALUES ARE HONOR, RESPONSIBILITY, AND ACHIEVEMENT, BALANCED BY CARING AND RESPECT FOR ONE'S SELF AND FOR OTHERS. STEWARD IS COMMITTED TO SMALL CLASSES AND SMALL OVERALL SIZE, WHICH ALLOW FOR DISCOVERY AND DEVELOPMENT OF EACH STUDENT'S UNIQUE TALENTS AND PASSIONS, WHILE PROVIDING MORE OPPORTUNITIES FOR INDIVIDUAL PARTICIPATION. WE BELIEVE AN ENVIRONMENT WITH A DIVERSITY OF TALENTS, ABILITIES, CULTURES AND BACKGROUNDS PROVIDE THE RICHEST AND MOST FULLY ROUNDED EDUCATIONAL EXPERIENCE. 0 0 12871923 1772880 13900311 PROVIDES FORMAL INSTRUCTION FOR GRADES JK THROUGH 12 AND MAINTAINS A REGULAR FACULTY & CURRICULUM. ENROLLMENT IS APPROXIMATELY 630. 12871923 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 67 0 1 306 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X MS LISA DWELLE 8047403394 11600 GAYTON ROAD RICHMOND VA 23238 ANNE C WOODFIN DIRECTOR 1.00 X 0 0 0 ANNE-MARIE TREPP DIRECTOR 1.00 X 0 0 0 CHARLES V TERRY DIRECTOR 1.00 X 0 0 0 DANIEL A CALDWELL DIRECTOR 1.00 X 0 0 0 DEBORAH B HANGER DIRECTOR 1.00 X 0 0 0 DONALD E STEEBER DIRECTOR 1.00 X 0 0 0 DONALD F DELANEY JR DIRECTOR 1.00 X 0 0 0 J KIM PENBERTHY DIRECTOR 1.00 X 0 0 0 J NEIL TURNAGE DIRECTOR 1.00 X 0 0 0 LARRY W FRENCH DIRECTOR 1.00 X 0 0 0 LAURA W FORNASH DIRECTOR 1.00 X 0 0 0 MATTHEW J ERNST DIRECTOR 1.00 X 0 0 0 MELANIE M GOODPASTURE DIRECTOR 1.00 X 0 0 0 R JAY POLING DIRECTOR 1.00 X 0 0 0 ROBERT BROOKS DIRECTOR 1.00 X 0 0 0 STEVEN C HENDERSON DIRECTOR 1.00 X 0 0 0 SUSAN B SCOTT DIRECTOR 1.00 X 0 0 0 SUSAN C TWINING DIRECTOR 1.00 X 0 0 0 TANYA M CUMMINGS DIRECTOR 1.00 X 0 0 0 TIMOTHY BURRESS DIRECTOR 1.00 X 0 0 0 MARIA B JONES CHAIRMAN OF THE BOARD 4.00 X X 0 0 0 JAMES F STUTTS VICE CHAIR OF BOARD 2.00 X X 0 0 0 FAISAL S QURESHI SECRETARY 2.00 X X 0 0 0 LAWRENCE S EIBEN TREASURER 1.00 X X 0 0 0 KENNETH H SEWARD HEADMASTER/ PRESIDENT 40.00 X 213814 0 16366 G DANIEL FRANK INTERIM HEADMASTER/PRESIDENT 40.00 X 102766 0 10917 316580 0 27283 3 0 1 0 0 444472 470324 16572 914796 STUDENT TUITIONS 611600 12425198 12425198 STUDENT FEES 611600 1196202 1196202 13621400 79698 79698 59482 0 59482 59482 59482 162966 90571 72395 72395 SUMMER SKILLS PROGRAM 611710 119181 119181 SCHOOL STORE 611710 55160 55160 OTHER 611710 53435 53435 51135 51135 278911 15026682 13900311 0 211575 1772880 1772880 280813 229300 51513 7431904 5512175 1757908 161821 289220 214512 68411 6297 596914 442726 141191 12997 555204 411790 131325 12089 34965 34965 76393 76393 174819 43705 87409 43705 117471 117471 135398 67699 67699 1072618 947234 125384 48139 8544 39595 177735 129523 48212 204813 180871 23942 2099483 1854064 245419 STUDENT SUPPORT SERVICE 637175 637175 INSTRUCTIONAL EXPENSE 336256 336256 STUDENT ACTIVITIES 155172 155172 EQUIP RENTAL & MAINTENA 113808 68285 45523 374241 89312 237057 47872 16685421 12871923 3477204 336294 1192292 1370694 5357 48058 88285 152411 15000 10000 55556 57045 156352 198295 49705168 22898927 28151236 26806241 1345894 1456593 1745694 1454192 32755666 31553529 859404 1153904 1757323 1779626 6905000 6805000 456137 546011 9977864 10284541 X 22769317 21264988 8485 4000 22777802 21268988 32755666 31553529 -1658739 149925 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181041 181041 37969787 14198109 23771678 7831751 6219810 1611941 3722589 2481008 1241581 26806241 FUNDS HELD FOR OTHERS 81695 INTEREST RATE SWAP 327012 CAPITAL LEASE OBLIGATION 137304 546011 X PART X, LINE 2: THE SCHOOL'S POLICY IS TO RECORD A LIABILITY FOR UNRECOGNIZED TAX BENEFITS, AND ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT A TAX POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS OR RELATED INTEREST AND PENALTIES AT JUNE 31, 2014 AND, ACCORDINGLY, NO LIABILITY IS ACCRUED. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIALLY NON-DISCRIMINATORY POLICY TOWARDS STUDENTS IS ANNUALLY PUBLISHED THROUGH A PRINTED STATEMENT OF THE SCHOOL'S ADMINISTRATION POLICY IN THE LOCAL NEWSPAPER AND MAGAZINES. GALA 82731 82731 34350 GOLF CLASSIC 32995 32995 15818 6 47240 47240 40403 162966 162966 90571 90571 72395 1 FINANCIAL AID 124 1104055 N/A TUITION REMISSION 45 668825 N/A PART I, LINE 2: PARENTS ARE REQUIRED TO COMPLETE A FINANCIAL AID APPLICATION AND SUBMIT SUPPORTING TAX DOCUMENTS IN ORDER TO RECEIVE FINANCIAL AID. THE FINANCIAL AID COMMITTEE REVIEWS ALL APPLICATIONS AND SUPPORTING DOCUMENTS. THE AMOUNT OF THE FINANCIAL AID IS APPLIED DIRECTLY TO A STUDENT'S BILLING ACCOUNT. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 KENNETH H SEWARD HEADMASTER/ PRESIDENT 213814 0 0 0 0 0 10725 0 5641 0 230180 0 0 0 PART I, LINE 1A THESE BENEFITS ARE ONLY APPLICABLE TO THE HEADMASTER. THE HEADMASTER'S SPOUSE TRAVELED WITH HIM ON CERTAIN OCCASIONS, AND THE TRAVEL SERVED A BONA FIDE BUSINESS PURPOSE. IN ADDITION, THE DISCRETIONARY SPENDING ACCOUNT IS ONLY FOR UNBUDGETED SCHOOL ITEMS AND NOT FOR PERSONAL USE. A ECONOMIC DEVELOPMENT AUTHORITY OF HENRICO COUNTY VA 541197472 2010-11-01 7255000 REFINANCE 0 0 0 A 7255000 138012 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 1 BB&T 10.000000000000 0 0 0 0 0 A 1 KENNETH H SEWARD HEADMASTER RETENTION X 25000 10000 0 1 1 10000 69508 REMISSION (BASED ON SAME CRITERIA AS OTHER EMPLOYEES) TUITION ASSISTANCE FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL MAINTAINS A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED AND SIGNED ON AN ANNUAL BASIS BY ALL TRUSTEES. IF A MATTER ARISES DURING THE YEAR THAT INVOLVES A POTENTIAL CONFLICT OF INTEREST FOR A TRUSTEE, THE TRUSTEE SHALL RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE HEADMASTER'S COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE WHICH INCLUDES THE CHAIR, VICE CHAIR OF THE BOARD AND THE FINANCE COMMITTEE CHAIR. THE COMMITTEE REVIEWS COMPARATIVE DATA FROM A COMPENSATION SURVEY OR STUDY IN SETTING HIS COMPENSATION. HIS COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE PRIOR TO BEING SET. COMPENSATION IS REVIEWED ANNUALLY FOR ALL OFFICERS AND KEY EMPLOYEES. THE PERSONNEL COMMITTEE RECOMMENDS A GENERAL ANNUAL INCREASE FOR ALL EMPLOYEES. SPECIFIC AMOUNTS ARE DETERMINED BY THE HEADMASTER BASED ON THE ANNUAL INCREASE AND THE EMPLOYEE'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE STEWARD SCHOOL FOUNDATION 11600 GAYTON ROAD RICHMOND VA 23238 510251819 FOUNDATION/ SUPPORTING ORGANIZATION VA 501(C)(3) LINE 11A, I STEWARD SCHOOL CORPORATION 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE STEWARD SCHOOL FOUNDATION C 444472 ACTUAL AMOUNT PAID THE STEWARD SCHOOL FOUNDATION O 150728 ACTUAL AMOUNT PAID