2014-02-15T08:17:41-06:00 2013-06-30 550623999 GOMPERS & ASSOCIATES PLLC 117 EDGINGTON LANE WHEELING WV 260031534 990 2012-07-01 550357035 LINSLY SCHOOL INCORPORATED LINS 3042333260 60 KNOX LANE WHEELING WV 260036430 TERRY DEPEW 3042333260 2014-02-13 1 CHRISTOPHER S LOHRI CPA P00629840 3042429300 X 2012 2015-11-30 17:44:51Z MR CHAD BARNETT 60 KNOX LANE WHEELING WV 260036430 18120649 0 X WWW.LINSLY.ORG X 1814 WV LINSLY SCHOOL IS A PRIVATE INDEPENDENT DAY/BOARDING SCHOOL FOR STUDENTS IN GRADES 5 THROUGH 12. 16 14 120 25 0 0 4711451 2044243 8701128 8501889 -701707 254708 56439 52473 12767311 10853313 1833125 1953030 0 0 4303253 4593944 0 0 372247 3703778 3651001 9840156 10197975 2927155 655338 27046808 29956543 2905015 3588833 24141793 26367710 THE LINSLY SCHOOL OFFERS A TRADITIONAL COLLEGE PREPARATORY PROGRAM WHERE ACADEMIC EXCELLENCE AND CHARACTER DEVELOPMENT ARE EMPHASIZED IN EVERY FACET OF STUDENT LIFE. 0 0 8141425 1953030 5978309 SCHOOL - OPERATION OF PRIVATE COLLEGE PREPARATORY SCHOOL (GRADES 5TH THROUGH 12TH), WITH A TOTAL ENROLLMENT OF 430 STUDENTS. 1159269 1946010 AUXILIARY ACTIVITIES - STUDENT ROOM AND BOARD 9300694 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 6 0 1 120 1 0 0 0 0 0 1 0 0 0 0 0 X 16 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X LINSLY SCHOOL - CO MR TERRY DEPEW 3042333260 KNOX LANE WHEELING WV 260036430 DONALD H HOFREUTER MD 2.00 X 0 0 0 MS TIANDA BLOUNT 2.00 X 0 0 0 MR JOSEPH N GOMPERS 5.00 X X 0 0 0 MR JOHN C HARMON ESQ 2.00 X 0 0 0 MR WILBUR S JONES 2.00 X 0 0 0 MR LEE C PAULL IV 2.00 X 0 0 0 MR R KEVIN STEVICK 2.00 X X 0 0 0 MR JAMES F MCNULTY 2.00 X 0 0 0 MS KRISTINE N MOLNAR 2.00 X 0 0 0 MR JAMES G SQUIBB JR 2.00 X 0 0 0 MR SCOTT S BOND 5.00 X X 0 0 0 MS SUE SEIBERT FARNSWORTH 2.00 X 0 0 0 MR GLEN E STRAUB 2.00 X 0 0 0 MR JOSEPH R ROHRIG 2.00 X 0 0 0 MR ROBERT M NUTTING 5.00 X X 0 0 0 MR DAVID SIMMONS 2.00 X 0 0 0 MR CHAD BARNETT 60.00 X 117500 0 12525 MR TERRY DEPEW 60.00 X 100800 0 13706 MR RENO DIORIO 40.00 X 90000 0 12950 308300 0 39181 2 0 0 0 ALADDIN FOOD MANAGEMENT SERVICES INC 21 ARMORY DRIVE WHEELING WV 26003 FOOD SERVICE 1084001 WALTERS CONSTRUCTION 600 FULTON STREET WHEELING WV 26003 CONSTRUCTION 261392 MCKINLEY AND ASSOCIATES 32 TWENTIETH STREET WHEELING WV 26003 ARCHITECT/ENGINEER SERVICE 162423 3 13850 2030393 191341 2044243 EDUCATION & GENERAL 611710 7924319 7924319 AUXILIARY ENTERPRISES 611710 577570 577570 8501889 377358 377358 44203 0 44203 44203 44203 7130286 7252936 -122650 -122650 -122650 22670 13850 14400 8270 8270 10853313 7924319 0 884751 X 1953030 1953030 218300 218300 3500530 3249010 68470 183050 171067 143720 15783 11564 392935 343294 30300 19341 311112 271807 23991 15314 1212 1212 64560 64560 102418 102418 42283 42283 73074 73074 102990 102990 312233 312233 29348 29348 17371 17371 380504 380504 CAFETERIA 739287 739287 MAINTENANCE 273393 273393 TUITION REMISSION 223800 223800 BAD DEBT EXPENSE 201650 201650 1086878 943900 142978 10197975 9300694 525034 372247 511586 257778 178107 121956 1421049 1447677 455727 622777 105333 80444 86016 71547 14791168 6900331 7433464 7890837 16855526 19463527 27046808 29956543 385967 269196 692286 687168 479130 808637 1347632 1823832 2905015 3588833 X 8649325 8753473 8486726 10357204 7005742 7257033 24141793 26367710 27046808 29956543 655338 1570579 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14144402 1594757 1540463 854112 78072 16347440 11470212 3163497 214346 640788 62865 14144402 9967138 374730 1940577 760789 51444 11470212 0.16000 0.37000 0.47000 0 0 800186 800186 12568541 5938141 6630400 1422441 962190 460251 7890837 DEFERRED RENTAL INCOME 1271630 CHARITABLE GIFT ANNUITY 87993 LINE OF CREDIT 464209 1823832 10485262 1570579 14400 1584979 8900283 1953030 1953030 10853313 8259345 14400 14400 8244945 1953030 1953030 10197975 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 14,400. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (NETTED AGAINST PROGRAM SERVICE REVENUE) 1,953,030. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 14,400. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (NETTED AGAINST PROGRAM SERVICE REVENUE) 1,953,030. 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 LOCAL NEWSPAPERS AND NATIONAL MAGAZINE ADS CITE NONDISCRIMINATORY POLICY. DINNER AND SILENT AUCTION 36520 13850 22670 14400 36520 13850 22670 14400 14400 8270 1 FINANCIAL AID FOR STUDENTS ATTENDING THE LINSLY SCHOOL INCORPORATED ON A NEEDS BASED APPROACH 198 1953030 FAIR MARKET VALUE THE SCHOOL'S GRANT FUNDS ARE EXCLUSIVELY STUDENT FINANCIAL AID. THE FUNDS ARE NOT DISBURSED TO STUDENTS. THE SCHOOL CREDITS THE TUITION COSTS FOR THOSE STUDENTS THAT QUALIFY ON A NEED BASIS. THE APPLICATIONS ARE REVIEWED AND APPROVED BY THE ADMISSIONS OFFICE ON AN INDIVIDUAL BASIS. A THE COUNTY COMMISSION OF OHIO COUNTY - UNITED 556009203 2012-10-31 6000000 CONSTRUCTION, RENOVATIONS, REPAIRS AND TECHNOLOGY UPGRADE 0 0 0 A 494165 494165 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 SCHEDULE K, PART II, LINE 3, GROSS PROCEEDS OF ISSUE: GROSS PROCEEDS OF ISSUE DIFFER FROM TOTAL ISSUE PRICE AS A RESULT OF PROCEEDS BEING RECEIVED AS CAPITAL EXPENDITURES ARE INCURRED. PAULL ASSOCIATES INC TRUSTEE OWNER 139089 TRUSTEE IS VICE PRESIDENT OF PAULL ASSOCIATES, INC. AND HOLDS AN OWNERSHIP INTEREST IN THIS ORGANIZATION. THE ORGANIZATION PROVIDES INSURANCE PRODUCTS TO THE LINSLY SCHOOL INCORPORATED. 0 GOMPERS & ASSOCIATES PLLC TRUSTEE OWNER 37378 TRUSTEE IS MANAGING PARTNER/OWNER OF GOMPERS & ASSOCIATES PLLC WHICH PROVIDES ACCOUNTING, TAX AND CONSULTING SERVICES TO THE LINSLY SCHOOL INCORPORATED. 0 X 5 189355 FMV 0 0 0 FORM 990, PART VI SECTION B, LINE 13, NO WRITTEN WHISTLEBLOWER POLICY HAS BEEN ACCEPTED BY THE BOARD. HOWEVER, A POLICY DOES EXIST IN DRAFT FORM TO BE REVIEWED BY THE BOARD. FORM 990, PART VI SECTION B, LINE 14, NO WRITTEN DOCUMENT RETENTION POLICY HAS BEEN ACCEPTED BY THE BOARD. HOWEVER, A POLICY DOES EXIST IN DRAFT FORM TO BE REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 MR. LEE C. PAULL, III, FORMER TRUSTEE AND CURRENT EMERITUS TRUSTEE, IS THE FATHER OF CURRENT TRUSTEE, MR. LEE C. PAULL, IV. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN PREPARER PROVIDES A COPY OF THE RETURN TO THE SCHOOL BUSINESS MANAGER BEFORE IT IS FILED. THE SCHOOL BUSINESS MANAGER IS RESPONSIBLE FOR PROVIDING THE BOARD OF TRUSTEES WITH COPIES OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE AND OFFICER IS REQUIRED TO SIGN AN ANNUAL STATEMENT DISCLOSING THEY HAVE READ AND AGREE WITH THE CONFLICT OF INTEREST POLICY. IN ADDITION PERIODIC REVIEWS OF TRANSACTIONS SUCH AS COMPENSATION, BENEFITS, AND PARTNERSHIP TRANSACTIONS ARE IN ACCORDANCE WITH THE SCHOOLS POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE HEADMASTER'S COMPENSATION WAS LAST DETERMINED MARCH 2011. THE COMPENSATION AMOUNT WAS REVIEWED AND DETERMINED BY THE COMPENSATION COMMITTEE BASED ON DISCUSSIONS WITH OTHER MEMBERS OF THE BOARD OF TRUSTEES AND COMPARABLE DATA. THIS DETERMINATION WAS DOCUMENTED IN A FORMAL EMPLOYMENT CONTRACT AND BOARD MINUTES. THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE ALSO DETERMINED IN A REVIEW BY THE COMPENSATION COMMITTEE. THE LAST REVIEW WAS IN FISCAL YEAR 2011. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THIS INFORMATION ARE MADE AVAILABLE UPON REQUEST. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART IX, LINE 24E BOOKSTORE: PROGRAM SERVICE EXPENSES 201,016. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,016. OUTDOOR CENTER: PROGRAM SERVICE EXPENSES 181,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,129. ATHLETICS: PROGRAM SERVICE EXPENSES 140,526. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 140,526. DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 128,578. TOTAL EXPENSES 128,578. INSURANCE: PROGRAM SERVICE EXPENSES 90,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,278. STUDENT ACTIVITIES: PROGRAM SERVICE EXPENSES 86,796. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,796. TRANSPORTATION: PROGRAM SERVICE EXPENSES 74,274. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,274. YEARBOOK/NEWSPAPER: PROGRAM SERVICE EXPENSES 40,418. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,418. CLASSROOM SUPPLIES: PROGRAM SERVICE EXPENSES 26,418. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,418. SUMMER PROGRAMS: PROGRAM SERVICE EXPENSES 25,459. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,459. DUES: PROGRAM SERVICE EXPENSES 17,793. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,793. LIBRARY & MOVIES: PROGRAM SERVICE EXPENSES 16,022. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,022. EXTRAVAGANZA: PROGRAM SERVICE EXPENSES 14,579. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,579. TELEPHONE: PROGRAM SERVICE EXPENSES 14,508. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,508. TASTE OF LINSLY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 14,400. TOTAL EXPENSES 14,400. EVALUATION: PROGRAM SERVICE EXPENSES 12,736. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,736. OTHER TAXES: PROGRAM SERVICE EXPENSES 1,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,539. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 409. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 409. THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEARS.