2013-11-13T14:54:10-06:00 2013-06-30 341945695 SS&G INC 1665 ELK BOULEVARD DES PLAINES IL 600164776 990 2012-07-01 201770644 BAKER DEMONSTRATION SCHOOL INC BAKE 8474255800 201 SHERIDAN RD WILMETTE IL 60091 DAN SCHWARTZ 8474255800 2013-11-12 1 DIRK AHLBECK P00237637 8478244000 2013-11-12 2012 2016-02-24 21:20:13Z DANIEL SCHWARTZ 201 SHERIDAN RD WILMETTE IL 60091 6587711 0 X WWW.BAKERDEMSCHOOL.ORG X 2004 IL TO PROVIDE AN EXEMPLARY PRESCHOOL, ELEMENTARY AND MIDDLE SCHOOL EDUCATION. SEE PART III. 18 17 133 166 0 0 1335118 551910 5232232 5959037 461 436 4526 49 6572337 6511432 994478 1171863 0 0 3302019 3831249 0 0 114535 1921882 1886063 6218379 6889175 353958 -377743 12592285 12525455 10928967 11239880 1663318 1285575 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 5907657 1171863 5959037 DAY AND SUMMER ELEMENTARY EDUCATION THROUGH A RESEARCH-BASED CURRICULUM THAT PROMOTES ACADEMIC EXCELLENCE. THERE WERE APPROXIMATELY 381 STUDENTS DURING THE SCHOOL YEAR AND 263 DURING SUMMER SCHOOL. 5907657 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 133 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 JONATHAN COWAN 3.00 X 0 0 0 TAMMY HO 3.00 X 0 0 0 ANN BATKO 3.00 X 0 0 0 CAROL GOLDER 3.00 X 0 0 0 CATHY GRIMSTED 3.00 X 0 0 0 TEJU DESHPANDE 3.00 X 0 0 0 LETITIA MANN 3.00 X X 0 0 0 LOUISE KEELY 3.00 X 0 0 0 JAY ROBINSON 3.00 X 0 0 0 MATT ROONEY 3.00 X 0 0 0 PAUL RYAN 3.00 X 0 0 0 STACEY EMPSON 3.00 X 0 0 0 BRIAN HECKLER 3.00 X 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 61894 0 267 DANIEL SCHWARTZ 40.00 X 196806 0 3746 ARONA PUTTRICH 40.00 X 0 0 0 ADRIENNE GOODMAN 40.00 X 100561 0 2527 359261 0 6540 2 0 1 0 0 45712 506198 11466 551910 TUITION 611600 5198594 5198594 SUMMER TUITION 611600 374778 374778 EXTENDED CARE 611600 223241 223241 OTHER PROGRAM FEES 611600 126016 126016 APPLICATION FEES 611600 36408 36408 5959037 342 342 51405 51311 94 94 94 23740 45712 24968 -1228 -1228 MISCELLANEOUS 900099 1277 1277 1277 6511432 5959037 0 485 9290 9290 1162573 1162573 254312 120556 127306 6450 3076271 2682591 345998 47682 65345 50358 14987 200815 197768 3047 234506 200225 30648 3633 14280 14280 91318 91318 46649 37822 3447 5380 32322 32091 231 181151 130627 25826 24698 41163 34989 5557 617 149536 127106 20187 2243 762 762 9868 8727 1141 324124 276095 43226 4803 288858 245529 38997 4332 40788 31650 8571 567 REPAIRS AND MAINTENANCE 308532 262252 41652 4628 EDUCATIONAL EXPENSE 287417 275105 8842 3470 BAD DEBT EXPENSE 38317 38317 TRAINING & DEVELOPMENT 16617 16617 14361 8187 4561 1613 6889175 5907657 866983 114535 580986 675919 437102 239362 341007 8325 2357853 2508294 42174 90173 10488895 1598630 8691563 8890265 117015 112127 24585 990 12592285 12525455 344708 420619 3794622 4397170 6490298 6343723 262339 78368 37000 0 10928967 11239880 X 936503 1191430 726815 94145 1663318 1285575 12592285 12525455 -377743 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2708458 2708458 7419239 1328988 6090251 304840 218921 85919 56358 50721 5637 8890265 X 5373827 24968 24968 5348859 1162573 1162573 6511432 5751570 24968 24968 5726602 1162573 1162573 6889175 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER IRC SECTION 509(A). THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE 2010 THROUGH THE CURRENT YEAR. IN EVALUATING THE ORGANIZATION'S ACTIVITIES, MANAGEMENT BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS BASED ON CURRENT FACTS AND CIRCUMSTANCES AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS TAKEN RELATED TO RECORDING INCOME TAXES. IN THE OPINION OF MANAGEMENT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF THE ORGANIZATION AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF THE ORGANIZATION TO INCLUDE IN MANAGEMENT AND GENERAL EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN MANAGEMENT AND GENERAL EXPENSES FOR THE YEARS ENDED JUNE 30, 2013 AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 24,968. PART XI, LINE 4B - OTHER ADJUSTMENTS: QUALIFIED FINANCIAL ASSISTANCE 772,021. TUITION WAIVERS 390,552. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 24,968. PART XII, LINE 4B - OTHER ADJUSTMENTS: QUALIFIED FINANCIAL ASSISTANCE 772,021. TUITION WAIVERS 390,552. 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 FUNDRAISING 55852 32112 23740 4626 1445 18897 5K RUN 13600 13600 69452 45712 23740 4626 1445 18897 24968 -1228 1 DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 133433452 501(C)3 7000 PHILANTHROPIC TUITION WAIVERS 58 390552 QUALIFIED FINANCIAL ASSISTANCE 107 772021 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 1 0 0 0 0 0 0 0 0 PETER CARLSON 45687 0 0 0 16207 0 0 0 267 0 62161 0 0 0 DANIEL SCHWARTZ 196806 0 0 0 0 0 0 0 3746 0 200552 0 0 0 PART I, LINE 4A PETER CARLSON - $16,207 SEVERANCE PAYMENT A ILLINOIS FINANCE AUTHORITY 861091967 NONEAVAIL 2006-05-17 7000000 ACQUISITION & CONSTRUCTION 0 0 0 A 6343723 146624 6853376 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 7267 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 MAY 2013. 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. FORM 990, PART VI, LINE 14: THE ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY OR A FORMAL WHISTLEBLOWER POLICY; HOWEVER BOTH POLICIES HAVE BEEN WRITTEN AND ARE UNDER REVIEW FOR IMPLEMENTATION IN FISCAL YEAR 2014. FORM 990, PART VI, LINE 15B: THIS QUESTION IS ANSWERED "NO" BECAUSE THE COMMPENSATION 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 AND NAIS BENCHMARKING SALARY STATISTICS TO DETERMINE COMPENSATION. THE LAST REVIEW WAS DONE IN MARCH 2013.