2014-12-16T09:17:27-06:00 2014-06-30 620852719 JOSEPH DECOSIMO AND COMPANY PLLC 1100 TALLAN FINANCIAL CENTER CHATTANOOGA TN 37402 990 2013-07-01 620126365 BAYLOR SCHOOL BAYL 4232678505 PO BOX 1337 CHATTANOOGA TN 37405 DALLAS JOSEPH JR VICE PRESIDENT/TREASURER 4232678505 2014-12-15 1 JAMES T MORRISON P00211883 4237567100 2013 2015-11-30 17:44:51Z SCOTT WILSON 171 BAYLOR SCHOOL ROAD CHATTANOOGA TN 37405 48524233 0 X WWW.BAYLORSCHOOL.ORG X 1893 TN THE BAYLOR SCHOOL IS A CO-EDUCATIONAL DAY AND BOARDING COLLEGE PREPARATORY INSTITUTION. 21 21 500 500 15856 11720 4282222 5115997 28430094 28628651 3048373 5013099 506486 102974 36267175 38860721 5434493 5368009 0 0 15174579 15144039 47401 152566 1054835 14629394 15731231 35285867 36395845 981308 2464876 167391587 197730762 30845841 35083950 136545746 162646812 OUR MISSION IS TO INSTILL THE DESIRE AND THE ABILITY TO MAKE A POSITIVE DIFFERENCE IN THE WORLD 0 0 28655862 5368009 28686107 EDUCATION OF MIDDLE- AND HIGH-SCHOOL STUDENTS; APPROXIMATELY 1,050 TOTAL STUDENTS 28655862 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 112 0 1 500 1 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DALLAS JOSEPH II 4232678505 PO BOX 1337 CHATTANOOGA TN 37405 STEVEN B BETTIS TRUSTEE 2.00 X 0 0 0 ALEXIS G BOGO TRUSTEE 2.00 X 0 0 0 JAMES C HUDSON III TRUSTEE 2.00 X 0 0 0 THILO D BEST TRUSTEE 2.00 X 0 0 0 WM RANDOLPH JAMES BOARD CHAIRMAN 2.00 X X 0 0 0 THOMAS H HOPPER TRUSTEE 2.00 X 0 0 0 C SCOTT MAYFIELD JR TRUSTEE 2.00 X 0 0 0 VIRGINIA ANNE SHARBER TRUSTEE 2.00 X 0 0 0 G LEYDEN PUGH JR TRUSTEE 2.00 X 0 0 0 CARTER J LYNCH III SECRETARY 2.00 X X 0 0 0 ASHLEY R MCMAHON TRUSTEE 2.00 X 0 0 0 CHRISTOPHER P CRIMMINS TRUSTEE 2.00 X 0 0 0 DAVID C PATTEN TRUSTEE 2.00 X 0 0 0 ALEXANDER GUERRY III TRUSTEE 2.00 X 0 0 0 M RYAN CRIMMINS TRUSTEE 2.00 X 0 0 0 SAMUEL D HOLMES TRUSTEE 2.00 X 0 0 0 BEN R PROBASCO TRUSTEE 2.00 X 0 0 0 KELLY C NATION TRUSTEE 2.00 X 0 0 0 ALLEN C BROWN TRUSTEE 2.00 X 0 0 0 DAN PRIDE TRUSTEE 2.00 X 0 0 0 PHILIP B WHITAKER JR TRUSTEE 2.00 X 0 0 0 SCOTT L PROBASCO JR TRUSTEE EMERITI 2.00 X 0 0 0 PHIL B WHITAKER TRUSTEE EMERITI 2.00 X 0 0 0 GH PATTEN PETTWAY JR TRUSTEE 2.00 X 0 0 0 SCOTT WILSON HEADMASTER 40.00 X 301067 0 39077 DALLAS JOSEPH JR TREASURER 40.00 X 195929 0 34843 SCOTT DERING TEACHING FACULTY 40.00 X 113828 0 9180 SHAW WILSON ASSISTANT HEADMASTER 40.00 X 117532 0 6384 WILLIS MURDOCK DIR. OF FINANCIAL AID 40.00 X 122179 0 10240 MATTSON LEWIS DIR. OF ADVANCEMENT 40.00 X 115012 0 9338 JIM KENNEDY DIR. OF ADMISSIONS & ENROL 40.00 X 135869 0 10714 1101416 0 119776 7 0 1 0 MOUNTAIN CITY LANDSCAPE 4319 NORTH CREEK RD CHATTANOOGA TN 37406 LANDSCAPING SERVICES 431897 WALDEN SECURITY PO BOX 932578 ATLANTA GA 31193 SECURITY SERVICES 245094 LAWSON ELECTRIC 409 SPRING STREET CHATTANOOGA TN 37405 ELECTRICAL SERVICES 233566 GARY W HUTTON CONSTRUCTION 2013 ALBEMARLE DRIVE HIXSON TN 37343 CONSTRUCTION 159504 CAMPBELL & COMPANY ONE EAST WACKER DRIVE STE 3350 CHICAGO IL 60601 FUNDRAISING SERVICES 152566 9 5115997 311871 5115997 TUITION & FEES 611710 26550056 26550056 ATHLETICS 611710 577685 577685 INSTRUCTIONAL 611710 420539 420539 SUMMER PROGRAM 611710 409823 409823 STUDENT ACTIVITES 611710 311307 311307 359241 359241 28628651 1781118 15856 1765262 4450 0 4450 4450 4450 12751846 6346 9458013 68198 3293833 -61852 3231981 3231981 46201 5133 41068 41068 189624 132168 57456 57456 38860721 28686107 15856 5042761 5368009 5368009 1198713 895127 253983 49603 11902735 8888372 2522050 492313 994163 769453 183483 41227 188657 7377 175117 6163 859771 652079 169557 38135 217003 113644 101934 1425 100789 100789 48491 48491 152566 152566 303902 303902 67966 65072 2894 199831 34923 164908 967697 706434 172707 88556 126550 119291 3815 3444 17564 17564 818755 649623 145118 24014 367479 367479 2643720 2643720 961230 473111 461125 26994 ALLOCATION OF MAINTENAN 4686163 4419288 257353 9522 OTHER ADMINISTRATIVE EX 1508212 817602 575688 114922 MAINTENANCE AND REPAIRS 1154626 826419 325150 3057 FOOD SERVICE 882050 882050 659203 371776 287427 36395845 28655862 6685148 1054835 14072577 18535106 1811792 2848269 3241936 2152525 195738 216716 293476 326995 94206986 43771943 47867374 50435043 98708890 122126320 1199804 1089788 167391587 197730762 1117954 2464743 15227887 15942197 14500000 14500000 0 2177010 30845841 35083950 X 95907368 113502130 13009600 21179167 27628778 27965515 136545746 162646812 167391587 197730762 X 2464876 23754413 -118223 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95657999 389787 26629660 3778198 338649 118560599 86405245 2023383 10572435 3093738 249636 95657999 92924750 1820451 -1520212 6629500 190243 86405246 75915525 653137 20041563 3387505 297970 92924750 63698282 8616019 6914261 3072555 240482 75915525 0.62040 0.23660 0.14300 0 0 2070947 2070947 77078852 34326287 42752565 11772675 9245656 2527019 3284512 200000 3084512 50435043 U.S. AND GLOBAL EX U.S. EQUITY 51078658 F FIXED INCOME 3113845 F HEDGE FUNDS 44828317 F REAL ESTATE 601740 F PRIVATE EQUITY 22503760 F 122126320 57967251 23754413 -4847036 18907377 39059874 -199153 -199153 38860721 31866185 364382 364382 31501803 4894042 4894042 36395845 PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED AS AN EXPENSE ON 990 -4,619,654. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 47,006. BAD DEBT REPORTED AS AN EXPENSE ON 990 -274,388. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS NETTED AGAINST BOOK STORE SALES -132,168. DISPOSAL OF EQUIPMENT -61,852. DIRECT FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME -5,133. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS NETTED AGAINST BOOK STORE SALES 132,168. DISPOSAL OF EQUIPMENT 61,852. DIRECT FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 5,133. CHANGE IN FMV OF SWAP 165,229. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED AS AN EXPENSE ON 990 4,619,654. BAD DEBT REPORTED AS AN EXPENSE ON 990 274,388. 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X X X X X X X 1 CAMPBELL & COMPANY ONE EAST WACKER DR SUITE 3350 CHICAGO IL 60601 RESEARCH POSSIBILITY OF CAPITAL CAMPAIGN 0 0 0 152566 152566 REVERSE CAR AUCTION 46201 46201 2850 210 2073 46201 46201 2850 210 2073 5133 41068 1 DAY STUDENT FINANCIAL AID 279 3221811 FMV TUITION CREDIT BOARDING STUDENT FINANCIAL AID 69 1397843 FMV TUITION CREDIT DEPENDENT TUITION REMISSION 50 748355 FMV TUITION CREDIT X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 SCOTT WILSON HEADMASTER 301067 0 0 0 0 0 24800 0 14277 0 340144 0 0 0 DALLAS JOSEPH JR TREASURER 181003 0 0 0 14926 0 26641 0 8202 0 230772 0 0 0 0 CARTER J LYNCH III NONVOTING TRUSTEE 89255 THE SCHOOL'S ATTORNEY IS A NONVOTING BOARD MEMBER AND THE FIRM IN WHICH HE IS A MEMBER RECEIVED $89,255 IN LEGAL FEES FOR THE YEAR ENDED JUNE 30, 2014. 0 RYAN CRIMMINS TRUSTEE 71146 A BOARD MEMBER IS THE CEO OF A COMPANY WHICH BAYLOR HAS PURCHASE COMMITMENTS OF 71,146 AS OF 06/30/2014. COMMITMENTS ARE FOR ELECTRICAL SERVICES FOR THE DEVELOPMENT OF HUNTER HALL. 0 X 1 5681 N.A.D.A X 8 306190 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE AND VP OF FINANCE ARE RESPONSIBLE FOR REVIEWING THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS STRICTLY ENFORCED AND ANY EXCEPTIONS REQUIRE BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION INCLUDES OUTSIDE USE OF OUTSIDE CONSULTANTS, COMPARABLE DATA FROM MULTIPLE SOURCES INCLUDING DATA FROM THE NATIONAL ASSOC. OF INDEPENDENT SCHOOLS. APPROVAL OF SALARIES ARE THROUGH THE BOARD OR HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE HEAD OF SCHOOL. FORM 990, PART XI, LINE 9: CHANGE IN FMV OF SWAP -165,229. CASH SURRENDER VALUE OF LIFE INSURANCE 47,006. FORM 990, PART XII, LINE 2C: NO CHANGE