2013-01-22T16:44:21-06:00 2012-06-30 341945695 SS&G INC 1665 ELK BOULEVARD DES PLAINES IL 600164776 990 2011-07-01 201770644 BAKER DEMONSTRATION SCHOOL INC BAKE 8474255800 201 SHERIDAN RD WILMETTE IL 60091 DAN SCHWARTZ 8474255800 2013-01-16 1 DIRK AHLBECK P00237637 8478244000 2013-01-16 2011 2016-03-07 17:11:31Z DANIEL SCHWARTZ 201 SHERIDAN RD WILMETTE IL 60091 6608261 0 X WWW.BAKERDEMSCHOOL.ORG X 2004 IL TO PROVIDE AN EXEMPLARY PRESCHOOL, ELEMENTARY AND MIDDLE SCHOOL EDUCATION. SEE PART III. 18 17 120 175 0 0 927114 1335118 4752106 5232232 -1056 461 6528 4526 5684692 6572337 881369 994478 0 0 3094327 3302019 0 0 104266 1680104 1921882 5655800 6218379 28892 353958 11891428 12592285 10582068 10928967 1309360 1663318 TO PROVIDE AN EXEMPLARY PRESCHOOL, ELEMENTARY AND MIDDLE SCHOOL EDUCATION BY PROVIDING AN INCLUSIVE, CREATIVE COMMUNITY THAT ENCOURAGES INDIVIDUAL RISK-TAKING AND VALUES DIFFERENT WAYS OF LEARNING. 0 0 5217592 994478 5232232 DAY AND SUMMER ELEMENTARY EDUCATION THROUGH A RESEARCH-BASED CURRICULUM THAT PROMOTES ACADEMIC EXCELLENCE. THERE WERE APPROXIMATELY 342 STUDENTS DURING THE SCHOOL YEAR AND 277 DURING SUMMER SCHOOL. 5217592 1 1 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 120 1 0 0 0 0 0 1 1 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 IL X GARY GRAN 8474255817 201 SHERIDAN ROAD WILMETTE IL 60091 MARK TERMOLEN 3.00 X 0 0 0 GEORGE GAINES 3.00 X 0 0 0 DAVE BAKER 3.00 X X 0 0 0 ANN BATKO 3.00 X 0 0 0 MIKE DALY 3.00 X 0 0 0 DAVID LIVELY 3.00 X 0 0 0 TEJU DESHPANDE 3.00 X 0 0 0 LETITIA MANN 3.00 X X 0 0 0 DUSTIN VINCENT 3.00 X 0 0 0 CAROLYN RAUH 3.00 X 0 0 0 KELLY KURSCHNER 3.00 X 0 0 0 JAY BEHEL 3.00 X 0 0 0 STACEY EMPSON 3.00 X 0 0 0 BRIAN HECKLER 3.00 X 0 0 0 VIVIEN HANSON 3.00 X 0 0 0 ELENA ZANUSSI 3.00 X X 0 0 0 HILDE KAISER 3.00 X 0 0 0 RALPH WALSH 3.00 X 0 0 0 PETER CARLSON 40.00 X 103302 0 392 DANIEL SCHWARTZ 40.00 X 189250 0 504 292552 0 896 2 0 1 0 0 18516 1316602 1720 1335118 TUITION 611600 4519058 4519058 SUMMER TUITION 611600 361178 361178 EXTENDED CARE 611600 230454 230454 OTHER PROGRAM FEES 611600 73653 73653 APPLICATION FEES 611600 39501 39501 8388 8388 5232232 450 450 18698 18687 11 11 11 17237 18516 17237 0 MISCELLANEOUS 900099 4526 4526 4526 6572337 5232232 0 4987 994478 994478 301198 118100 171802 11296 2633637 2286224 308850 38563 11130 6678 3339 1113 147499 132566 14136 797 208555 172027 33089 3439 13202 13202 51392 51392 36881 21098 12411 3372 62941 62531 410 119394 44641 53769 20984 47167 40093 6366 708 143905 122320 19426 2159 11954 1679 9606 669 329255 279867 44449 4939 250682 213080 33842 3760 42438 32736 9109 593 EDUCATIONAL EXPENSE 409998 409998 REPAIRS AND MAINTENANCE 322925 274208 43881 4836 TRAINING AND DVLPMNT 30765 30765 BAD DEBT EXPENSE 27659 27659 21324 9375 5321 6628 6218379 5217592 896521 104266 649787 580986 211098 437102 52400 341007 2041900 2357853 17038 42174 10006223 1314660 8797303 8691563 121902 117015 0 24585 11891428 12592285 320771 344708 3308134 3794622 6629163 6490298 250000 262339 74000 37000 10582068 10928967 X 1124370 936503 184990 726815 1309360 1663318 11891428 12592285 353958 0 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2708458 2708458 6980118 1115072 5865046 261289 160138 101151 56358 39450 16908 8691563 DEFERRED COMPENSATION 37000 37000 6572337 6218379 353958 353958 5593376 15517 15517 5577859 994478 994478 6572337 5239418 15517 15517 5223901 994478 994478 6218379 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS NOT EXEMPT FROM TAXES DUE TO NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. DURING THE YEARS ENDED JUNE 30, 2012 AND 2011, THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, INCLUDING ITS TAX EXEMPT STATUS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990-T) FOR JUNE 30, 2009 THROUGH THE CURRENT YEAR ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. IT IS THE ORGANIZATION'S POLICY TO INCLUDE ANY PENALTIES AND INTEREST RELATED TO INCOME TAXES IN MANAGEMENT AND GENERAL EXPENSES, HOWEVER THE ORGANIZATION HAS NO PENALTIES OR INTEREST RELATED TO INCOME TAXES. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 15,517. PART XII, LINE 4B - OTHER ADJUSTMENTS: QUALIFIED FINANCIAL ASSISTANCE 624,671. TUITION WAIVERS 369,807. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 15,517. PART XIII, LINE 4B - OTHER ADJUSTMENTS: QUALIFIED FINANCIAL ASSISTANCE 624,671. TUITION WAIVERS 369,807. 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 YES, THE ORGANIZATION'S RACIAL NONDISCRIMATORY POLICY IS STATED WITHIN VARIOUS NEWSPAPERS IN THE COMMUNITIES IT SERVES, INCLUDING FOREIGN LANGUAGE PAPERS AS WELL AS ON ITS WEBSITE. SPRING SALONS 35753 18516 17237 2362 2400 10123 35753 18516 17237 2362 2400 10123 14885 2352 1 TUITION WAIVERS 35 369807 QUALIFIED FINANCIAL ASSISTANCE 96 624671 PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION'S ASSISTANCE IS BASED ON FINANCIAL NEED. A LETTER IS SENT TO THE RECIPIENT NOTIFYING THEM OF THE AMOUNT GRANTED. THE GRANTS ARE ALL FOR QUALIFIED FINANCIAL ASSISTANCE AND TUITION WAIVERS AND ARE APPLIED AS CREDITS TOWARDS THE RECIPIENT'S TUITION. X X X 0 0 0 0 0 0 0 0 0 DANIEL SCHWARTZ 189250 0 0 0 0 0 0 0 504 0 189754 0 0 0 ILLINOIS FINANCE AUTHORITY 861091967 NONEAVAIL 2006-05-17 7000000 ACQUISITION & CONSTRUCTION 0 0 0 6490298 146624 6853376 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 8325 QUALIFIED FINANCIAL ASSISTANCE FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 (EXCLUDING SCHEDULE B NAMES OF DONORS) IS MADE AVAILABLE TO THE FINANCE COMMITTEE BEFORE FILING AND IS APPROVED BY THE BOARD OF DIRECTORS. QUESTIONS OR CONCERNS THAT ANY MEMBER OF THE FINANCE COMMITTEE HAVE ARE DIRECTED TO THE ACCOUNTANT AND ARE ADDRESSED BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY ASKING EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE AND MEMBERS OF ADMINISTRATION TO ANNUALLY SIGN THE POLICY. IF A POTENTIAL CONFLICT OF INTEREST ARISES, IT IS DISCLOSED TO THE BOARD OF DIRECTORS. IF IT IS DEEMED A CONFLICT, THE INDIVIDUAL SHALL NOT BE INVOVLED DURING ANY RELATED DISCUSSIONS ON THE MATTER. THE MINUTES OF ALL ACTIONS TAKEN ON SUCH MATTERS CLEARLY REFLECT THE CONTEXT OF SUCH SITUATIONS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS APPOINTED A COMMITTEE TO HIRE THE HEAD OF SCHOOL. THE COMMITTEE USED DATA FROM KNOWLEDGEABLE CONSULTANTS AND INDUSTRY CONTACTS TO DETERMINE REASONABLE SALARY. THE APPROVAL OF THE SALARY IS DOCUMENTED IN THE HEAD OF SCHOOL'S CONTRACT. THE LAST REVIEW WAS DONE IN FEBRUARY 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES MAKE ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONAL INFORMATION FORM 990, PART VI, LINE 14: THE ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER IT DOES IMPLEMENT AN INFORMAL POLICY WITHIN ITS ACTIVITIES. ADDITIONAL INFORMATION FORM 990, PART VI, LINE 15B: THIS QUESTION IS ANSWERED NO BECAUSE THE COMPENSATION PROCESS DOES NOT INCLUDE REVIEW AND APPROVAL BY A GOVERNING BODY OR COMPENSATION COMMITTEE. THE COMPENSATION PACKAGE OFFERED TO THE DIRECTOR OF FINANCE AND OPERATIONS IS REVIEWED AND APPROVED ANNUALLY BY THE HEAD OF SCHOOL. THE HEAD OF SCHOOL USES SURVEYS FROM THE NATIONAL BUSINESS OFFICERS ASSOCIATION TO DETERMINE COMPENSATION. THE LAST REVIEW WAS DONE IN JUNE 2012.