2013-05-13T07:26:48-05:00 2012-06-30 611015031 KRING RAY FARLEY & RIDDLE PSC 444 EAST MAIN STREET STE 203 LEXINGTON KY 40507 990 2011-07-01 610449657 SAYRE SCHOOL SAYR 8592541361 194 N LIMESTONE STREET LEXINGTON KY 40507 L BROOKS MCLAMB 8592541361 2013-05-13 1 KRING RAY FARLEY RIDDLE PSC P00067109 8592310541 2011 2016-02-25 16:41:14Z L BROOKS MCLAMB 194 N LIMESTONE STREET LEXINGTON KY 40507 13011016 0 X WWW.SAYRESCHOOL.ORG X 1854 KY INDEPENDENT SCHOOL 25 25 225 150 0 0 1576489 808055 10203353 9799579 218174 217815 211329 191929 12209345 11017378 1130417 1202140 0 0 6083818 6280027 0 0 56492 4267362 4244982 11481597 11727149 727748 -709771 31516055 29351559 10960992 9856717 20555063 19494842 INDEPENDENT CO-EDUCATIONAL COLLEGE PREPATORY DAY SCHOOL SERVING STUDENTS PRE-SCHOOL THROUGH TWELFTH GRADE 0 0 7293809 1202140 9886060 PRESCHOOL, ELEMENTARY, AND MIDDLE SCHOOL EDUCATION - 529 STUDENTS ENROLLED 7293809 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 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 24 0 225 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X L BROOKS MCLAMB 8592541361 194 N LIMESTONE STREET LEXINGTON KY 40507 CLAYTON CHAMBLISS 40.00 X X 276282 0 62577 C CLAY GREEN 1.00 X 0 0 0 AMY ALLEN 1.00 X 0 0 0 CONSTANCE B BROTHERTON 1.00 X 0 0 0 MARGRA SMITH 1.00 X 0 0 0 TERRI SOLOMON 1.00 X 0 0 0 CARL W BREEDING 1.00 X 0 0 0 POPE MCLEAN JR 1.00 X 0 0 0 ROBYN PETERMAN-ZAHN 1.00 X 0 0 0 SOLOMON L VAN METER 1.00 X 0 0 0 JULIUS P GARLINGTON 1.00 X 0 0 0 REBECCA W GOODMAN 1.00 X 0 0 0 JAMES BEN ALI HAGGIN 3.00 X X 0 0 0 RUDOLPH SCHMIDT 3.00 X X 0 0 0 DEBBIE SUTHERLAND-COMLEY 3.00 X X 0 0 0 MARTHA S WILKINSON 1.00 X 0 0 0 MICHAEL M DAWAHARE 1.00 X 0 0 0 HUGH A JAMES 1.00 X 0 0 0 JAMES K THORNBERRY 3.00 X X 0 0 0 ALLEN J PREWITT 1.00 X 0 0 0 DANIA FAKHOURY 1.00 X 0 0 0 KIMBERLY BAUGHMAN 1.00 X 0 0 0 JOHN W GAMBLE JR 1.00 X 0 0 0 DAVID T GARRETT 1.00 X 0 0 0 BERNARD F SAMS 1.00 X 0 0 0 JUSTIN YANDELL 1.00 X 0 0 0 L BROOKS MCLAMB 40.00 X 187155 0 32410 463437 0 94987 2 0 1 0 COMMONWEALTH CLEANING 1504 BRYAN AVENUE LEXINGTON KY 40505 JANITORIAL 176298 GORDON FOOD SERVICE 1856 PLAUDIT PL LEXINGTON KY 40509 FOOD SERVICE SUPPLIES 104879 2 808055 29037 808055 TUITION AND FEES 611600 8949529 8949529 STUDENT ACTIVITIES 611710 327511 327511 SUMMER CAMPS 611710 208256 208256 EXTENDED DAY PROGRAM 611710 119528 119528 PERSONAL LEARNING PROG 611710 69908 69908 124847 124847 9799579 161862 161862 1923292 13573 1864595 16317 58697 -2744 55953 55953 274127 112726 161401 161401 MISCELLANEOUS INCOME 611710 30528 30528 30528 11017378 9886060 0 323263 1202140 1202140 373486 373486 4839084 3485451 1353633 134610 92008 42602 554246 384990 169256 378601 270386 108215 3830 3830 24285 24285 22476 22476 53972 53972 2065 2065 163359 149165 14194 366657 366657 5105 5105 3606 3606 298490 298490 924948 924948 107633 107633 INSTRUCTIONAL SUPPLIES 487682 487682 LUNCH PROGRAM - BUTTERY 369079 369079 STUDENT ACTIVITIES 317962 317962 UTILITIES 235906 235906 857927 534946 266489 56492 11727149 7293809 4376848 56492 250 250 2450733 1683486 260379 25245 130155 124261 229 27064 25252 164881 204955 30823881 11140395 20384215 19683486 7246437 7296779 795286 254579 56655 53037 31516055 29351559 816437 865515 2718041 2698925 7188849 5904626 237665 387651 10960992 9856717 X 16290504 15424824 508036 556361 3756523 3513657 20555063 19494842 31516055 29351559 X -709771 -350450 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7246437 46580 230276 226514 7296779 6252243 312955 1115598 -434359 7246437 5235837 215995 821271 -20860 6252243 6683781 8720 -1156740 -299924 5235837 0.46910 0.48360 0.04730 1 0 1776156 1776156 26420050 8841290 17578760 2345353 2018332 327021 282322 280773 1549 19683486 DEFERRED COMPENSATION 387651 387651 11017378 11727149 -709771 52638 52638 -657133 11182742 52638 112726 165364 11017378 0 11017378 11839875 112726 112726 11727149 0 11727149 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 112,726. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 112,726. INVESTMENT INCOME FROM ENDOWMENT FUNDS IS USED FOR SCHOLARSHIPS AND ACADEMIC AWARDS, BUILDING CONSTRUCTION AND IMPROVEMENTS, AND TO OFFSET COSTS OF CERTAIN ACADEMIC ACTIVITIES. 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 RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED MATERIALS DISTRIBUTED TO THE PUBLIC AND IN ALL ADVERTISING IN AREA NEWSPAPERS AND SPECIAL INTEREST PUBLICATIONS. SPECTACULAR 196072 196072 46958 PARENTS COMMITTEE 48962 48962 42968 2 29093 29093 22800 274127 274127 112726 112726 161401 1 FINANCIAL AID FOR TUITION 119 1202140 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SCHOOL MAKES FUND AVAILABLE ON AN ANNUAL BASIS TO ASSIST PARENTS WHO DEMONSTRATE NEED IN MEETING THE COST OF AN INDEPENDENT SCHOOL EDUCATION. AFTER FILING AN ADMISSION APPLICATION WITH THE SCHOOL, FAMILIES MAY REQUEST A FINANCIAL AID APPLICATION WHICH REQUIRES THEM TO PROVIDE FINANCIAL INFORMATION TO BE CONSIDERED IN AWARDING AID. THE APPLICATION FOR FINANCIAL AID IS MAILED TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID FOR PROCESSING. THE SERVICE EVALUATES THE DATA PROVIDED AND FURNISHES THE SCHOOL WITH AN ESTIMATE OF ACTUAL NEED. THE SCHOOL USES THIS ESTIMATE IN DETERMINING THE AMOUNT OF AID TO BE PROVIDED. FINANCIAL AID IS AWARDED WITHOUT REGARD TO RACE, COLOR, RELIGION, NATIONAL OR ETHNIC ORIGIN. X X X X X 0 1 0 0 0 0 0 0 0 CLAYTON CHAMBLISS 199064 0 0 0 77218 0 50077 0 12500 0 338859 0 0 0 L BROOKS MCLAMB 133020 0 0 0 54135 0 12019 0 20391 0 219565 0 15127 0 PART I, LINE 4B CLAYTON C. CHAMBLISS - $41,136, L. BROOKS MCLAMB - $10,000 L BROOKS MCLAMB EMPLOYEE ADVANCE X 1204 229 0 1 1 229 OFFICERS OF THE SCHOOL OFFICERS OF THE SCHOOL 17568 TUITION DISCOUNTS X 3 9441 FMV X EXCAVATION AND REGRADING SVCS 1 14600 FMV X DISCOUNTS ON SVCS 1 711 FMV X MISCELLANEOUS NON CASH 3 4285 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A BOARD OF TRUSTEES HAS A NOMINATING COMMITTEE WHICH INTERVIEWS THOSE INTERESTED IN JOINING THE BOARD. NOMINATING COMMITTEE RECOMMENDS NEW MEMBERS TO THE BOARD OF TRUSTEES FOR VOTE. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. A COPY OF THE FORM 990 (OMITTING SCHEDULE B) IS MADE AVAILABLE TO TRUSTEES VIA BOARD PORTAL ON THE SCHOOL'S SECURED WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO SIGN WRITTEN DISCLOSURE STATEMENT CONCERNING ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. DIRECTORS ARE REQUIRED TO NOTIFY TRUSTEES IF CIRCUMSTANCES CHANGE DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE (COMPENSATION) COMMITTEE REVIEWS THE CONTRACT FOR HEADMASTER INCLUDING COMPARING CONTRACT TERMS WITH OTHER COMPENSATION ARRANGEMENTS FOR A SIMILAR POSITION IN OTHER INDEPENDENT SCHOOLS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S POLICY IS TO MAKE APPLICATION FOR TAX EXEMPTION AS WELL AS FORM 990 AVAILABLE FOR PUBLIC INSPECTION IN THE SCHOOL'S BUSINESS OFFICE DURING REGULAR HOURS OF OPERATION. DOCUMENTS ARE PROVIDED FOR REVIEW UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 52,638. PRIOR PERIOD ADJUSTMENTS: -403,088. TOTAL TO FORM 990, PART XI, LINE 5: -350,450. REVIEW AND APPROVAL OF AUDITED FINANCIAL STATEMENTS FORM 990, PART XI, LINE 2C THE PROCESS OF REVIEWING AND APPROVING AUDITED FINANCIAL STATEMENTS BY THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES HAS NOT CHANGED FROM PRIOR YEARS