2013-02-14T09:32:52-06:00 2012-06-30 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2011-07-01 560729351 THE RALEIGH SCHOOL INC % HEATHER CAMPBELL RALE 9195460788 1141 RALEIGH SCHOOL DRIVE RALEIGH NC 27607 ROBERT LICHTENSTEIN 9195460788 2013-02-13 true RONALD A BATCHELOR 9197878212 2011 2016-03-07 17:11:31Z BUD LICHTENSTEIN 1141 RALEIGH SCHOOL DR RALEIGH NC 27607 4618566 false X www.raleighschool.org X 1955 NC THE RALEIGH SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL DAY SCHOOL SERVING CHILDREN FROM 18 MONTHS THROUGH FIFTH GRADE. 17 17 65 640 0 195218 404760 3343035 3471784 179617 36045 32809 34257 3750679 3946846 63335 70175 0 0 2353205 2459485 0 0 7127 1042329 1107745 3458869 3637405 291810 309441 11017779 11203423 6339845 6326737 4677934 4876686 THE RALEIGH SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL DAY SCHOOL SERVING CHILDREN FROM 18 MONTHS THROUGH FIFTH GRADE. false false 1938158 65500 2640700 PROVIDED KINDERGARTEN THROUGH FIFTH GRADE SCHOOLING FOR 264 CHILDREN. 546022 4675 722398 PROVIDED PRESCHOOL CLASSES FOR 177 CHILDREN UNDER THE AGE OF FIVE. 2484180 true true false false false false false false false true true false false false true true true false true false false false false false true false false false true true true false true false false false false true false false false true false false false false false false false false false true 23 0 true 65 true false false false false false true true false false false false X 17 17 false false false false false true false true true false false true true true true true true true true false X HEATHER CAMPBELL 9195460788 1141 RALEIGH SCHOOL DRIVE RALEIGH NC 27607 JENNIFER FERRIS 2.0 X 0 0 0 CRAIG LUPTON-SMITH 2.0 X 0 0 0 SHUSHMA PATEL 2.0 X 0 0 0 JENNIFER DEARMAN 1.0 X 0 0 0 SANDER CASINO 1.0 X 0 0 0 ANU MANNAR 1.0 X 0 0 0 CHASE HADDIX 1.0 X 0 0 0 SANDY WOOD 1.0 X 0 0 0 DAVID WOODARD 1.0 X 0 0 0 LEAH GOODNIGHT TYLER 1.0 X 0 0 0 BRIAN MULQUEEN 1.0 X 0 0 0 LISA PATEL 1.0 X 0 0 0 NICKY DUNLAP 1.0 X 0 0 0 ARTEMIS NEWMAN 1.0 X 0 0 0 DAVE CARMAN 1.0 X 0 0 0 DON BERGER 1.0 X 0 0 0 MAUREEN SAWCHAK 1.0 X 0 0 0 ROBERT LICHTENSTEIN 40.0 X 81317 0 3451 ELIZABETH GILLELAND 40.0 X 69620 0 15294 MARY GOLDEN 40.0 X 66904 0 13786 HEATHER CAMPBELL 20.0 X 44370 0 3009 HARRIET LASHER 40.0 X 128418 0 13610 390629 0 49150 1 true false false 0 23379 381381 223328 404760 TUITION 900099 3095315 3095315 REGISTRATION & FEES 611710 196620 196620 SUMMER CAMP 900099 71163 71163 EXTENDED CARE 900099 108686 108686 3471784 71979 71979 0 0 594924 630858 -35934 -35934 -35934 72308 23379 40862 31446 31446 0 0 MISC. REVENUE 900099 2811 2811 2811 3946846 3363098 178988 0 70175 70175 0 0 391830 391830 0 1616819 1451707 165112 129223 103059 26164 168232 134991 33241 153381 107741 45640 0 0 27805 27805 0 0 34516 9688 24828 53256 12759 40497 23689 23689 143531 85704 57827 41278 29792 11486 0 183930 129200 54730 0 0 0 120514 120514 0 318796 223935 94861 25363 17816 7547 HEAD OF SCHOOL TRANSITION 45101 31681 13420 TEACHER EDUCATION 16871 16871 SUMMER CAMP 14706 14706 EVERYDAY MATHEMATICS & PHONICS 9687 9687 48702 34668 6907 7127 3637405 2484180 1146098 7127 0 0 3362061 3623507 7175 3184 18084 23343 0 0 0 0 0 0 0 0 40854 52660 7712857 2698842 5023335 5014015 2257879 2193290 0 0 0 0 0 0 308391 293424 11017779 11203423 450513 554981 0 0 2198313 2197992 3600000 3500000 0 0 0 0 0 0 0 0 91019 73764 6339845 6326737 X 4636377 4832916 8767 10512 32790 33258 4677934 4876686 11017779 11203423 X 309441 -110689 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 306213 468 -765 305916 228921 32790 44502 306213 0 250000 -21079 228921 0 0 0.86019 0.10872 0.03109 false false 677577 677577 6504789 2416872 4087917 506159 281281 224878 24332 689 23643 5014015 0 DEFERRED COMPENSATION 73764 73764 3946846 3637405 309441 -91109 -19580 -110689 198752 3781929 -91109 -73213 -164322 3946251 595 595 3946846 3563597 -595 -595 3564192 73213 73213 3637405 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS PART V, LINE 4: THE ENDOWMENT WAS ESTABLISHED IN 2010 TO SUPPORT FIVE KEY AREAS - FINANCIAL AID, TEACHER ENRICHMENT, FACILITIES MAINTENANCE, TECHNOLOGY AND PROGRAMS CONSISTENT WITH THE SCHOOL'S MISSION INCLUDING ACADEMICS, ART, MUSIC, LANGUAGE, PHYSICAL EDUCATION, AND SOCIAL AND EMOTIONAL DEVELOPMENT. RECONCILIATION OF CHANGE IN NET ASSETS PART XI, LINE 8 UNREALIZED LOSS ON CASH FLOW HEDGE RECONCILIATION OF REVENUE SCHEDULE D, PART XII LINE 2D: $(70,175) FINANCIAL AID NETTED WITH TUITION REVENUE FOR FINANCIAL STATEMENTS + $(3,038) OFFICER TUITION REMISSION & DISCOUNTS NETTED WITH TUITION REVENUE FOR FINANCIAL STATEMENTS = $(73,213) LINE 4B: FUNDRAISING EVENTS EXPENSE REFUND NETTED WITH FINANCIAL STATEMENT EXPENSE RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII LINE 2D: FUNDRAISING EVENTS EXPENSE REFUND NETTED WITH FINANCIAL STATEMENT EXPENSE LINE 4B: $70,175 FINANCIAL AID NETTED WITH TUITION REVENUE FOR FINANCIAL STATEMENTS + $3,038 OFFICER TUITION REMISSION & DISCOUNTS NETTED WITH TUITION REVENUE FOR FINANCIAL STATEMENTS = $73,213 true true true true true true true false false false false false false false false false false true RACIALLY NODISCRIMINATORY POLICY SCHEDULE E PART I QUESTION 3 NON-DISCRIMINATORY POLICY IS ADVERTISED IN AREA-WIDE PUBLICATIONS WHEN SOLICITATION FOR ENROLLMENT IS MADE. CARNIVAL 56928 23379 33549 23291 LUNCH 24346 24346 15224 1 7737 7737 89011 23379 65632 15224 23291 38515 27117 true FINANCIAL AID 22 70175 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES PART I, LINE 2: THE RALEIGH SCHOOL USES AN OUTSIDE SERVICE TO COLLECT AND PROCESS FINANCIAL AID APPLICANT'S FINANCIAL INFORMATION. THIS SERVICE IS PROVIDED BY TADS. APPLICANTS SUBMIT THEIR FAMILY FINANCIAL INFORMATION TO TADS FOR PROCESSING. A SUMMARY REPORT OF THE FAMILY FINANCIAL INFORMATION IS SENT TO THE RALEIGH SCHOOL. ONCE THIS REPORT IS RECEIVED, THE FINANCIAL AID COMMITTEE REVIEWS THE REPORT AND MAKES AWARDS CONSIDERING THE INFORMATION PROVIDED IN THAT REPORT. X X X X X false false false false false false false false false HARRIET LASHER 64276 0 0 64142 0 9272 0 4571 0 142261 0 0 0 NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY 561592154 65818PEJ4 2006-06-15 4000000 FINANCE OF EDUCATIONAL FACILITIES true false false 0 0 4000000 0 0 2047923 143332 0 0 1808745 0 0 2007 true false true true false false false false 0 true false true true BB&T 25.2 false false false 0 false false X - 3038 TUITION DISC. X IT EQUIP. & TELEPHONE SYSTEM 1 223328 FMV false false false PERSONS WHO MAY ELECT MEMBERS OF THE GOVERNING BODY FORM 990, PART VI, LINE 7A: As outlined in the school's by-laws, members of The Raleigh School's governing structure or Board of Trustees are elected by "Active Members" of the organization. This election is held at the school's Annual Meeting. Active Members are comprised of all current parents, lawful guardians, foster parents, and employees of the school. FORM 990 REVIEW FORM 990, PART VI, LINE 11B: THE FORM 990 WAS GIVEN TO THE BOARD FINANCE COMMITTEE FOR REVIEW. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C: THE SCHOOL HAS A CONFLICT OF INTEREST POLICY. IT IS PART OF NEW BOARD TRAINING AND IS INCLUDED IN THE BOARD'S TRAINING MANUAL. THE CONFLICT OF INTEREST POLICY IS RENEWED AND SIGNED ANNUALLY. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15: THE BOARD OF TRUSTEES ESTABLISHES COMPENSATION FOR THE HEAD OF SCHOOL. COMPENSATION IS SET AFTER CONSIDERING BENCHMARKS INCLUDING DATA FROM INDEPENDENT SCHOOL ORGANIZATIONS (NCAIS AND SAIS) AND VIEWING PEER SCHOOL FORM 990S ON-LINE. THE HEAD OF SCHOOL SETS SALARIES FOR DIVISION DIRECTORS USING SIMILAR BENCHMARKS. MAKING DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19: GOVERNING DOCUMENTS ARE AVAILABLE ON-LINE. FORM 990 IS AVAILABLE IN THE SCHOOL'S BUSINESS OFFICE AND ON-LINE AT GUIDESTAR. THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL TRUSTEES AND IS AVAILABLE TO THE PUBLIC AT THE SCHOOL'S OFFICES. THE MONTHLY FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE BOARD OF TRUSTEES. THE TREASURER REPORTS TO THE BOARD OF TRUSTEES DURING MONTHLY BOARD MEETINGS. SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS SCHEDULE K, PART II, LINE 7: ISSUANCE COSTS FROM PROCEEDS CONSISTS OF PROCEEDS OF $80,000 USED FOR BOND ISSUANCE COSTS AND PROCEEDS OF $63,332 USED FOR CREDIT ENHANCEMENT. SUPPLEMENTAL INFORMATION ON RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5: $(91,109) NET UNREALIZED LOSS ON INVESTMENTS + $(19,580) UNREALIZED LOSS ON CASH FLOW HEDGE = $(110,689) OTHER CHANGES IN NET ASSETS OR FUND BALANCE.