2014-05-15T09:55:54-05:00 2013-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2012-07-01 366095133 CHICAGO WALDORF SCHOOL CHIC 7734652662 1300 WEST LOYOLA AVENUE CHICAGO IL 60626 LEUKOS GOODWIN 7734652662 2014-05-14 1 LU ANN TRAPP P01506476 3122071040 2014-05-14 2012 2015-11-30 17:44:51Z LEUKOS GOODWIN 1300 WEST LOYOLA AVENUE CHICAGO IL 60626 6838521 0 X WWW.CHICAGOWALDORF.ORG X 1959 IL PROVIDING AND PROMOTING WALDORF EDUCATION FROM PRE-SCHOOL THROUGH THE TWELFTH GRADE AND OPERATION OF PROMOTIONAL ACTIVITIES IN THE GREATER COMMUNITY. 17 13 132 250 0 0 279407 650269 5699332 6122025 6676 6953 1574 407 5986989 6779654 1534520 1618056 0 0 2759290 2893129 0 0 125782 1788987 1806456 6082797 6317641 -95808 462013 1702567 2284084 1105765 1230708 596802 1053376 PROVIDING AND PROMOTING WALDORF EDUCATION FROM PRE-SCHOOL THROUGH THE TWELFTH GRADE AND OPERATION OF PROMOTIONAL ACTIVITIES IN THE GREATER COMMUNITY. 0 0 5135698 1618056 6122025 EDUCATIONAL PROGRAM AND SCHOOL CONSISTING OF APPROX. 360 STUDENTS, GRADES PRE-SCHOOL THROUGH TWELFTH GRADE. 5135698 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 132 1 0 0 0 0 0 1 1 0 0 0 0 X 17 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ALICIA LARRIEU-WARD 7738288453 1300 W LOYOLA CHICAGO IL 60626 MIKE MOTYKA 10.00 X X 0 0 0 MIKE ROSENTHAL 5.00 X X 0 0 0 JOHN FIGIEL 5.00 X X 0 0 0 KEVIN ROONEY 5.00 X X 0 0 0 VALERIE COLIS 5.00 X X 0 0 0 LEUKOS GOODWIN 60.00 X X 71470 0 46488 COLEEN EVERHART 50.00 X 32843 0 7996 CYNTHIA TREVILLION 50.00 X 42793 0 3594 FRANCES VIG 50.00 X 44841 0 3890 WES BAUMANN 5.00 X 0 0 0 LEE BOYCE 5.00 X 0 0 0 GORDON EDWARDS 5.00 X 0 0 0 SUSAN MUDD 5.00 X 0 0 0 FRANK VERCIGLIO 5.00 X 0 0 0 ROBERT WILD 5.00 X 0 0 0 SHERYL WANDLER 5.00 X 0 0 0 LISA ITAMURA 5.00 X 0 0 0 191947 0 61968 0 0 0 0 0 228438 421831 5069 650269 TUITION & FEES 611710 6000503 6000503 MISC INCOME 900099 94075 94075 AUXILIARY ENTERPRISES 900099 27447 27447 6122025 6953 6953 1200 0 1200 1200 1200 58074 228438 58867 -793 -793 6779654 6122025 0 7360 1618056 1618056 253916 187260 61888 4768 2199149 1716234 428281 54634 215680 130387 85293 224384 174417 49920 47 1226 1226 20700 20700 22835 22835 124054 52695 69681 1678 415004 323873 80821 10310 47445 37026 9240 1179 120114 93738 23392 2984 53276 9407 43869 ACADEMIC SUPPLIES AND S 505797 505797 REPAIRS AND MAINTENANCE 144504 112772 28142 3590 BAD DEBT EXPENSES 114988 114988 TEACHER DEVELOPMENT 105640 59048 46592 130873 130873 6317641 5135698 1056161 125782 145287 407406 18052 25133 2530 279455 129786 198821 59542 18730 2414579 1472994 1026978 941585 320392 412954 1702567 2284084 67114 138060 282671 292119 755980 800529 1105765 1230708 X 430789 431911 14208 464520 151805 156945 596802 1053376 1702567 2284084 462013 -5439 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 166013 5140 110 171263 159021 5262 1730 166013 139414 12234 7373 159021 120741 13568 5105 139414 110679 8419 1649 120741 0.00000 0.91690 0.08310 0 0 137000 137000 834526 203320 631206 448913 109160 339753 994140 1160514 -166374 941585 X 5552261 -5439 -5439 5557700 1221954 1221954 6779654 5095687 0 5095687 1221954 1221954 6317641 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FOR THE 2012 TAX YEAR, THE SCHOOL HAD THREE ENDOWMENT FUNDS: (1) THE VICTOR AND DINAH LAZAR FUND IS SPECIALLY DESIGNATED TO OFFSET TUITION ADJUSTMENTS (FINANCIAL AID); (2) THE ELIZABETH LAUDER EARLY ENDOWMENT FUND, WHICH IS DESIGNATED FOR USE FOR SUPPORT AND EXPENSES OF THE HIGH SCHOOL WOMEN'S BASKETBALL TEAM; (3) THE RUSCITI ENDOWMENT FUND, WHICH IS DESIGNATED FOR USE IN SUPPORT OF THE SCHOOL'S ATHLETIC PROGRAM. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOOL AND RECOGNIZE A TAX LIABILITY IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL, AND HAS CONCLUDED THAT AS OF JUNE 30, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FELLOWSHIPS 944,110. SIBLING DISCOUNTS 277,844. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FELLOWSHIPS 944,110. SIBLING DISCOUNTS 277,844. 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 BROCHURE STATES: "AN INDEPENDENT CENTER OF QUALITY EDUCATION FOR CHILDREN OF ALL RACES AND CREEDS." GALA 243938 228438 15500 41835 HOLIDAY FAIR 28198 28198 10727 1 14376 14376 6305 286512 228438 58074 58867 58867 -793 1 TUITION ADJUSTMENT (FINANCIAL AID) 130 756113 FMV REDUCED TUITION TUITION REMISSION 26 396102 FMV REDUCED TUITION SIBLING DISCOUNTS 111 277844 FMV REDUCED TUITION SCHOLARSHIPS 14 187997 FMV REDUCED TUITION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A FACULTY & STAFF TUITION ADJUSTMENT COMMITTEE, USING FINANCIAL DATA FROM AN OBJECTIVE OUTSIDE SOURCE, AWARDS ALL FINANCIAL AID AND SCHOLARSHIPS. GRANTS ARE NON-MONETARY, INVOLVING REDUCTION IN TUITION COST. TRUSTEES TRUSTEES AND FAMILY MEMBERS 39000 TUITION ADJUSTMENTS AND SCHOLARSHIPS TUITION ADJUSTMENTS AND SCHOLARSHIPS FORM 990, SCHEDULE L, PART III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS FOR CONFIDENTIALITY PURPOSES THE NAMES OF INDIVIDUALS RECEIVING TUITION ADJUSTMENTS ARE NOT DISCLOSED. THE PROCESS FOR DETERMINING TUITION ADJUSTMENT IS DESCRIBED IN THE FOLLOWING PARAGRAPH AND THE PROCESS FOR DETERMINING ELIGIBILITY FOR ANY TUITION ADJUSTMENT IS THE SAME FOR TRUSTEE FAMILY MEMBERS AS IT IS FOR ANY OTHER INDIVIDUAL RECEIVING ADJUSTMENT.THE ANNUAL AMOUNT OF TUITION ADJUSTMENT IS ESTABLISHED AT APPROXIMATELY 21% OF THE TOTAL TUITION REVENUE BUDGET. THE OPPORTUNITY FOR TUITION ADJUSTMENT (REDUCTION IN TUITION AMOUNT) IS AVAILABLE TO THE FAMILIES OF ALL STUDENTS. ANY INDIVIDUALS WHO DESIRE TUITION ADJUSTMENT MUST FILE AN APPLICATION WITH AN OUTSIDE FINANCIAL AID PROGRAM VENDOR. THE PROGRAM ASSESSES INCOME, ASSETS AND DEBT, DETERMINING A FAMILY'S ABILITY TO PAY TUITION AND RECOMMENDING A TUITION ASSISTANCE AWARD. THE SCHOOL'S TUITION ADJUSTMENT COMMITTEE (COMPRISED OF STAFF & FACULTY MEMBERS) USES THIS INFORMATION TO MAKE INDIVIDUAL AWARDS BASED UPON THE DEMONSTRATED NEED OF THE FAMILY AND THE AVAILABILITY OF FUNDS FOR AWARDS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C MEETINGS ARE HELD REGULARLY AND THE CONFLICT OF INTEREST POLICY IS DISCUSSED AND ENFORCED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE EVALUATION REVIEW AND COMPENSATION SETTING OF THE ADMINISTRATIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE SCHOOL'S ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR INSPECTION OR COPYING UPON REQUEST. THE INFORMATION SUMMARIZING THE FINANCIAL STATEMENT IS ALSO INCLUDED IN THE SCHOOL'S ANNUAL REPORT WHICH IS AVAILABLE ON THE SCHOOL'S WEBSITE.