2014-05-02T15:16:50-05:00 2013-06-30 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD 17TH FLOOR METAIRIE LA 70005 990 2012-07-01 720408943 THE LOUISE S MCGEHEE SCHOOL LOUI 5045611224 2343 PRYTANIA STREET NEW ORLEANS LA 70130 EILEEN F POWERS 5045611224 2014-05-01 1 PAUL PECHON P01073556 5048314949 2012 2015-11-30 17:44:51Z EILEEN F POWERS 2343 PRYTANIA STREET NEW ORLEANS LA 70130 15457641 0 X MCGEHEESCHOOL.COM X 1912 LA TO PROVIDE A COLLEGE PREPARATORY EDUCATION IN AN INCLUSIVE ENVIRONMENT WHICH FOSTERS SELF-ESTEEM, ENCOURAGES HIGH PERSONAL STANDARDS, ADDRESSES INDIVIDUAL STUDENT NEEDS AND EMPHASIZES ACTIVE STUDENT PARTICIPATION IN THE LEARNING PROCESS. THE PROGRAM USES TRADITIONAL & INNOVATIVE TEACHING STRATEGIES TO CHALLENGE STUDENTS, FOSTER ENTHUSIASM & A COMMITMENT TO LIFELONG LEARNING. 32 31 234 400 0 0 2064883 1445235 9752077 10274929 282534 805462 98128 76743 12197622 12602369 918000 962900 0 0 7426584 7835280 0 0 207549 3676846 3778932 12021430 12577112 176192 25257 21566021 22014860 9614047 9506241 11951974 12508619 X TO PROVIDE A COLLEGE PREPARATORY EDUCATION TO GIRLS IN AN INCLUSIVE ENVIRONMENT WHICH FOSTERS SELF-ESTEEM, ENCOURAGES HIGH PERSONAL STANDARDS, ADDRESSES INDIVIDUAL STUDENT NEEDS AND EMPHASIZES ACTIVE STUDENT PARTICIPATION IN THE LEARNING PROCESS. THE PROGRAM USES TRADITIONAL & INNOVATIVE TEACHING STRATEGIES TO CHALLENGE STUDENTS, AND TO FOSTER ENTHUSIASM & A COMMITMENT TO LIFELONG LEARNING. 0 0 8149434 10274929 INSTRUCTION AND STUDENT ACTIVITY FOR 539 STUDENTS ATTENDING PRE-K THROUGH TWELFTH GRADE. 962900 962900 FINANCIAL AID FOR 151 STUDENTS ENCOMPASSING ALL GRADE LEVELS. 9112334 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 39 0 1 234 1 0 0 0 0 0 0 0 0 X 32 31 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 X BONNIE LAGRAIZE BUSINESS OFFICE 5045611224 2343 PRYTANIA STREET NEW ORLEANS LA 70130 CHARLOTTE TRAVIESO 1.00 X X 0 0 0 ELLEN COLEMAN 1.00 X X 0 0 0 TARA HERNANDEZ 1.00 X X 0 0 0 PETER MOSS 1.00 X X 0 0 0 ERIN WESTON 1.00 X X 0 0 0 HERSCHEL ABBOTT 1.00 X 0 0 0 MUFFIN BALART 1.00 X 0 0 0 MORRIS BART 1.00 X 0 0 0 ADELAIDE WISDOM BENJAMIN 1.00 X 0 0 0 AL BIENVENU 1.00 X 0 0 0 SCOTT BROWN 1.00 X 0 0 0 CHARLOTTE CHRISTMAN 1.00 X 0 0 0 RICHARD CURRENCE 1.00 X 0 0 0 MARGO JACKSON DUBOS 1.00 X 0 0 0 CAROLYN FITZPATRICK 1.00 X 0 0 0 TIM FRANCIS 1.00 X 0 0 0 JIMMY KOCK 1.00 X 0 0 0 CAROLYN WOOD LORIO 1.00 X 0 0 0 ELISE LAPEYRE MERLIN 1.00 X 0 0 0 BETSY NALTY 1.00 X 0 0 0 HARRIET NELSON 1.00 X 0 0 0 CHUCK PERRET 1.00 X 0 0 0 MARGO SANDERS PHELPS 1.00 X 0 0 0 PERRIN ROME 1.00 X 0 0 0 MARY SCHMIDT 1.00 X 0 0 0 MELISSA STEINER 1.00 X 0 0 0 JOHN STOCKMEYER 1.00 X 0 0 0 CATHERINE BURNS TREMAINE 1.00 X 0 0 0 GEORGE VILLERE 1.00 X 0 0 0 JAMES WILLIAMS 1.00 X 0 0 0 GEORGE YOUNG 1.00 X 0 0 0 SCOTT ZANDER 1.00 X 0 0 0 EILEEN POWERS 40.00 X 325807 0 16250 BONNIE M LAGRAIZE 40.00 X 98190 0 4910 423997 0 21160 1 0 1 0 DINO'S KIDS CATERING 5125 ACADEMY DR METAIRIE LA 70003 CAMPUS AND SPECIAL EVENT CATERING 189810 MR SPARKLE JANITORIAL 10164 JEFFERSON HWY RIVER RIDGE LA 70123 DAILY JANITORIAL SERVICES 154980 2 1445235 1445235 TUITION & FEES 611110 10095240 10095240 MISCELLANEOUS INCOME 611110 106121 106121 AUXILIARY ACTIVITIES 611110 73568 73568 10274929 73994 73994 3496024 2764556 731468 731468 731468 167459 90716 76743 76743 12602369 10274929 0 882205 962900 962900 570326 405867 164459 6123996 4358085 1765911 251399 192427 58972 420075 298942 121133 469484 265961 203523 31240 31240 65243 55457 9786 132832 106265 26567 11282 11282 54367 54367 755642 642296 113346 309945 309945 PLANT EXPENSES 571996 461673 110323 INSTRUCTIONAL MATERIALS 431867 344830 87037 TUITION REMISSION 354185 354185 LITTLE GATE 230642 230642 829691 432804 276375 120512 12577112 9112334 3257229 207549 4265988 1888784 2385807 1665095 536250 649474 150788 106594 69437 68535 220584 474587 20210208 9807562 8293430 10402646 5482699 6603126 161038 156019 21566021 22014860 531543 549801 2352350 2567341 6650000 6300000 80154 89099 9614047 9506241 X 6435866 6126512 2125174 2965678 3390934 3416429 11951974 12508619 21566021 22014860 25257 531388 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5255528 30595 1336404 443437 55245 6123845 4976623 16580 630695 351666 16704 5255528 4185426 60670 1079658 330779 18352 4976623 3874827 3600 649699 318114 24586 4185426 5370050 29496 -1067607 456440 672 3874827 0.01120 0.43090 0.55790 0 0 1310583 1310583 17628152 9066133 8562019 1025606 668599 357007 245867 72830 173037 10402646 CAPITAL LEASE PAYABLE 89099 89099 X 12170857 531388 531388 11639469 962900 962900 12602369 11614212 0 11614212 962900 962900 12577112 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SCHOOL HAS RECEIVED A TAX-EXEMPT RULING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, IS NOT SUBJECT TO FEDERAL TAXES UNLESS THE SCHOOL HAS UNRELATED TRADE OR BUSINESS INCOME. ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. TAX YEARS ENDED JUNE 30, 2010 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. AS OF JUNE 30, 2013, MANAGEMENT OF THE SCHOOL BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 962,900. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 962,900. 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 THE ORGANIZATION'S RACIAL NONDISCRIMINATORY POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS ITS STUDENT APPLICATION PACKETS. SPRING AUCTION 70077 70077 36544 SPIRIT NIGHT 29825 29825 11094 9 67557 67557 43078 167459 167459 90716 90716 76743 1 FINANCIAL AID TO STUDENTS OF THE SCHOOL 151 962900 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION DOES NOT ISSUE GRANTS TO ORGANIZATIONS. IT ISSUES FINANCIAL ASSISTANCE FOR TUITION RELIEF TO STUDENTS OF THE SCHOOL BASED ON SPECIFIC CRITERIA. X 1 1 X X 0 0 0 0 0 0 0 0 0 EILEEN POWERS 325807 0 0 0 0 0 16250 0 0 0 342057 0 0 0 A LOUISIANA LOCAL GOVERNMENT ENVIRONMENTAL FACILITIES & COMMUNITY DEVELOPMENT 721416168 546282CH5 2010-06-17 7000000 SEE DESCRIPTION OF PURPOSE IN SCHEDULE K, PAGE 3, PART VI 0 0 0 A 7000000 76916 135689 6787395 2015 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 WHITNEY NATIONAL BANK 5.000000000000 1 0 0 0 0 FORM 990, SCHEDULE K, PAGE 1, PART I, LINE A(F) DESCRIPTION OF PURPOSE THE LOUISE S. MCGEHEE SCHOOL WILL USE THE PROCEEDS OF THE BONDS TO (A) REFINANCE THE PRIOR LOANS; (B) FINANCE THE CONSTRUCTION, RENOVATION, EQUIPPING AND FURNISHING OF CERTAIN BUILDINGS AND FACILITIES ON THE CAMPUS OF THE LOUISE S. MCGEHEE SCHOOL IN NEW ORLEANS, LOUISIANA AND (C) PAY A PORTION OF THE COSTS OF ISSUANCE OF THE BONDS. GENE DRY TRUSTEE 8180 WIFE IS EMPLOYEE OF MCGEHEE AND ELIGIBLE FOR TUITION REMISSION GENE DRY TRUSTEE 27525 PARTNER IN COMPANY THAT PROVIDES TELEPHONE SERVICE TO THE SCHOOL 0 BETSY NALTY TRUSTEE 0 DAUGHTER IS AN EMPLOYEE OF MCGEHEE 0 CAROLYN LORIO TRUSTEE 0 HUSBAND IS SENIOR OFFICER AT WHITNEY BANK AND HANDLES SOME OF MCGEHEE'S ACCOUNTS 0 FORM 990, PART VI, SECTION A, LINE 2 GENE DRY AND TARA HERNANDEZ HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 WHEN THE ORGANIZATION'S CPA FIRM HAS COMPLETED PREPARATION OF THE FORM 990, A DRAFT OF THE FORM IS PROVIDED TO THE BOARD TREASURER AND THE FINANCE COMMITTEE FOR REVIEW AND DISCUSSION. FOLLOWING THIS REVIEW AND ANY RESULTING REVISIONS, THE TREASURER APPROVES THE FORM AND AUTHORIZES THE CPA FIRM TO FINALIZE THE RETURN FOR SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS EACH TRUSTEE SIGNS AN ACKNOWLEDGEMENT THAT THEY ARE AWARE OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ARE IN COMPLIANCE WITH IT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES UTILIZES THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION OF THE HEADMISTRESS. THE CONSULTANT SPECIALIZES IN COMPENSATION FOR INDEPENDENT SCHOOLS AND USES COMPARABLE DATA IN ITS RECOMMENDATIONS. THE RECOMMENDATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND PRESENTED TO THE FULL BOARD FOR DISCUSSION AND APPROVAL. THE ORGANIZATION'S EMPLOYEE BENEFITS LEGAL COUNSEL IS USED TO PREPARE THE HEADMISTRESS'S EMPLOYMENT AGREEMENT. THE COMPENSATION OF THE BUSINESS OFFICER IS DETERMINED BY THE HEADMISTRESS. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATION'S GOVERNING AND REPORTING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.