2013-02-15T12:30:27-07:00 2012-06-30 990 2011-07-01 951909237 DUNN SCHOOL DUNN 8056886471 PO BOX 98 LOS OLIVOS CA 93441 Chad Stacy 8056886471 2013-01-24 2011 2016-03-07 17:11:31Z and DUNN MIDDLE SCHOOL MIKE BECK PO BOX 98 LOS OLIVOS CA 93441 10314874 0 X WWW.DUNNSCHOOL.ORG X 1957 CA The mission of the Dunn School community is to educate the whole student to his or her fullest potential in preparation for a life of learning and responsible leadership in society. The school accomplishes this mission by operating a 6-12th grade day and boarding school, which prepares students for a rigorous college curriculum. 18 18 196 50 0 0 1006957 2019339 7844914 8207963 44206 40822 6307 14129 8902384 10282253 977755 1102665 0 0 4468537 4359589 0 0 197504 3021540 2910366 8467832 8372620 434552 1909633 11916441 13261553 6022507 5457986 5893934 7803567 The mission of the Dunn School community is to educate the whole student to his or her fullest potential in preparation for a life of learning and responsible leadership in society. 0 0 5796885 0 0 DUNN SCHOOL PROVIDED COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 99 BOARDING AND 113 DAY STUDENTS DURING THE FISCAL YEAR. 236960 0 0 EVERY SUMMER, DUNN SCHOOL OFFERS A WIDE VARIETY OF ACADEMIC, ENRICHMENT AND RECREATIONAL PROGRAMS FOR BOTH CHILDREN AND ADULTS ON CAMPUS. DUNN'S SUMMER PROGRAMS ARE COMMITTED TO: DEVELOPING EACH INDIVIDUAL'S PERSONAL POTENTIAL, BUILDING SELF CONFIDENCE AND CHARACTER, AND FOSTERING INDIVIDUAL AND COLLECTIVE EXCELLENCE. 1102665 0 0 STUDENT SCHOLARSHIPS, NEED BASED FINANCIAL AID, AND TUITION REMISSION. THIS IS REPORTED AS CONTRA-REVENUE IN OUR AUDITED FINANCIAL STATEMENTS, BUT REPORTED AS AN EXPENSES IN OUR FORM 990. 0 0 0 7136510 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 20 0 1 196 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CHAD STACY 8056860621 PO BOX 98 LOS OLIVOS CA 93441 WILLIAM DUBOIS 2 X 0 0 0 MARY BIANCO 1 X 0 0 0 MICHAEL K BOONE 1 X 0 0 0 CYNTHIA BRONFMAN 1 X 0 0 0 JAMES B DEHLSEN 1 X 0 0 0 MICHAEL A DUNN 1 X 0 0 0 JAMES P GASKIN 1 X 0 0 0 WES GIBSON 1 X 0 0 0 JAMES LITTLE 1 X 0 0 0 MARK RAWLINS 2 X 0 0 0 LARRY WORCHELL 1 X 0 0 0 DEAN DAVIDGE 2 X 0 0 0 DEBBIE JONES 2 X 0 0 0 DAVID M NELSON 1 X 0 0 0 BRUCE J THACHER 1 X 0 0 0 CHRISTOPHER WESSELMAN 1 X 0 0 0 CHERYL STAUFFER 1 X 0 0 0 GLADDYS URIBE 1 X 0 0 0 MICHAEL C BECK 60 X X X 172500 0 74973 CHAD STACY 60 X X 70403 0 40000 THOMAS HOLMES 60 X 105000 0 44970 347903 0 159943 1 0 1 0 0 0 0 41941 0 0 1977398 0 2019339 STUDENT TUITION 611110 7892702 7892702 0 0 SUMMER PROGRAM REVENUE 611110 263572 263572 0 0 OTHER STUDENT REVENUE 611110 51689 51689 0 0 0 0 0 0 8207963 40822 40822 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 41941 0 0 0 0 46750 32621 14129 14129 0 0 0 10282253 8262914 0 0 0 0 1102665 1102665 0 0 0 0 242903 0 242903 0 0 0 0 0 3293063 2677000 501619 114444 110076 77877 24322 7877 433901 326215 86149 21537 279646 209783 61206 8657 0 0 0 0 12713 0 12713 0 9000 0 9000 0 0 0 0 0 0 0 6766 0 6766 0 0 0 0 0 9122 9122 0 0 79876 70972 7407 1497 92931 77696 12528 2707 454198 454198 0 0 91684 66670 11039 13975 0 0 0 0 79563 65454 14109 0 145526 145526 0 0 0 0 0 0 535546 535546 0 0 225619 201669 19923 4027 SCHOOL KITCHEN 437252 437252 0 0 STUDENT ACTIVITIES 283500 283500 0 0 BOOKS AND CLASSROOM EXPENSES 93586 93586 0 0 STUDENT ATHLETICS 81350 81350 0 0 272134 220429 28922 22783 8372620 7136510 1038606 197504 0 0 2910724 2743428 340100 1727051 32527 62611 0 0 0 21469 17168 97500 70948 17116649 10369929 6661792 6746720 1852329 1893627 0 0 0 0 11916441 13261553 25620 24013 0 0 3354593 2826730 2642294 2607243 6022507 5457986 X 2214293 2891872 2098384 3263438 1581257 1648257 5893934 7803567 11916441 13261553 1909633 0 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2012649 120600 -134 31449 0 0 2101666 1828434 146701 75830 38316 0 0 2012649 1691477 138046 27061 28150 0 0 1828434 1968700 40000 -294569 0 22654 0 1691477 0.22 0.78 0 0 0 332547 0 332547 14141164 0 8437599 5703565 1879133 0 1669304 209829 263026 0 263026 0 500779 0 0 500779 6746720 10282253 8372620 1909633 0 0 0 0 0 0 1909633 9169041 -24676 0 0 14129 -10547 9179588 0 1102665 1102665 10282253 7259408 0 0 0 -10547 -10547 7269955 0 1102665 1102665 8372620 SchD_P05_S00_L04 Schedule D, Part V, Line 4 THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE A PERMANENT AND RELIABLE FUNDING SOURCE FOR SCHOLARSHIP ASSISTANCE, FACULTY NEEDS AND OTHER BOARD PRIORITIES. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d STUDENT STORE NET INCOME SchD_P12_S00_L04b Schedule D, Part XII, Line 4b TUITION DISCOUNTS INCLUDED IN AFS AS CONTRA REVENUE, BUT REPORTED IN 990 AS EXPENSE (1,102,665). SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d NET CHANGE TO REVENUE RELATED TO 990 TO AFS ACCOUNTING VARIANCES UNREALIZED GAINS/COGS SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b TUITION DISCOUNTS INCLUDED AS CONTRA REVENUE ON AFS, BUT ADDED TO EXPENSE ON FORM 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 ANY STUDENT INTERESTED IN APPLYING TO DUNN SCHOOL MUST FIRST COMPLETE OUR APPLICATION. OUR APPLICATION CLEARLY STATES OUR NON-DISCRIMINATION POLICY. OUR POLICY IS ALSO ON OUR WEB-SITE AND OTHER MARKETING MATERIALS. East Asia and the Pacific 0 0 Program Services DUNN SCHOOL RECRUITS FOR STUDENTS AND DEVELOPMENT GIFTS IN THE REGION. 9427 Middle East and North Africa 0 0 Program Services DUNN SCHOOL RECRUITS FOR STUDENTS AND DEVELOPMENT GIFTS IN SAUDI ARABIA. 2846 Europe (including Iceland and Greenland) 0 0 Program Services DUNN SCHOOL RECRUITS FOR STUDENTS AND DEVELOPMENT GIFTS IN EUROPE. 3842 South America 0 0 Program Services DUNN SCHOOL RECRUITS FOR STUDENTS AND DEVELOPMENT GIFTS IN BRAZIL AND MEXICO. 4112 0 0 20227 0 0 0 0 0 0 DESTINATION DUNN - ANNUAL EVENT 48158 0 48158 0 0 0 6217 0 0 0 0 48158 0 48158 0 0 0 6217 0 0 6217 41941 1 SCHOLARSHIPS, FINANCIAL AID, TUITION REMISSION PROVIDED TO STUDENTS IN THE FORM OF NON-CASH TUITION DISCOUNTS. 81 0 1102665 FAIR MARKET VALUE OF TUITION SCHOLARSHIPS, FINANCIAL AID, TUITION REMISSION PROVIDED TO STUDENTS IN THE FORM OF NON-CASH TUITION DISCOUNTS. SchI_P01_S00_L02 Schedule I, Part I, Line 2 DUNN SCHOOL MAINTAINS PUBLICLY AVAILABLE AND WIDELY DISTRIBUTED POLICIES AND PROCEDURES TO INFORM STUDENTS AND THEIR PARENTS OF OUR FINANCIAL AID APPLICATION AND DISTRIBUTION PROCESS. EACH APPLICANT MUST PROVIDE SIGNIFICANT DATA TO SUPPORT THEIR INCOME AND ASSETS INCLUDING: SSS FORM AND TAX DOCUMENTATION. DUNN SCHOOL FOLLOWS A SYSTEMATIC AND FAIR PROCESS FOR DETERMINING AID ELIGIBILITY AND VERIFYING THE DOCUMENTATION PROVIDED BY THE FAMILY AND THE ELIGIBILITY OF THE RECIPIENT. X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL C BECK 172500 0 0 0 0 0 0 0 74973 0 247473 0 0 0 CHAD STACY 70403 0 0 0 0 0 0 0 40000 0 110403 0 0 0 THOMAS HOLMES 105000 0 0 0 0 0 0 0 47970 0 152970 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a DUNN SCHOOL IS A PRIVATE BOARDING SCHOOL. AS A CONVENIENCE TO THE SCHOOL, WE REQUIRE SEVERAL FACULTY AND ADMINISTRATORS TO LIVE ON CAMPUS TO PROVIDE RESIDENTIAL SERVICES TO THE STUDENTS. THE HEAD OF SCHOOL'S HOUSE IS ALSO USED TO ENTERTAIN ALUMNI, STUDENTS, AND PARENTS, AND TO PROVIDE TEMPORARY HOUSING FOR IN-TRANSIT FACULTY AND STAFF. THIS HOUSING IS A SPECIFIC CONDITION OF EMPLOYMENT. 0 0 1 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A COPY OF THE IRS FORM 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. THE COMMITTEE DISCUSSION AND VOTE IS DOCUMENTED IN THE MINUTES. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c ANNUALLY, THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE SCHOOL'S CONFLICT OF INTEREST POLICY AND ARE ASKED TO COMPLETE A WRITTEN FORM DECLARING ANY SUCH CONFLICTS. SENIOR MANAGEMENT COLLECTS AND ANALYZES THESE DISCLOSURE FORMS AND TAKES APPROPRIATE ACTION, WHICH MAY INCLUDE: TRUSTEE RECUSES HIM/HERSELF DURING DISCUSSION AND VOTE ON TOPIC WHERE CONFLICT EXISTS, INDEPENDENT COMPETING BIDS ARE OBTAINED PRIOR TO DOING BUSINESS WITH TRUSTEE, OTHER STEPS NECESSARY IN CONSULTATION WITH EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 THE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE BOARD USES COMPARATIVE DATA, ACHIEVEMENT OF GOALS, PERFORMANCE OF THE SCHOOL, AND SALARY BENCHMARKING DATA FROM VARIOUS SOURCES TO DETERMINE COMPENSATION. COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED BY THE HEAD OF SCHOOL USING BENCHMARKED SALARY DATA AVAILABLE FROM NAIS AND CAIS. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS AND BOARD POLICIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS AS PART OF THE BOARD HANDBOOK. THE PUBLIC MAY REQUEST THESE DOCUMENTS. DUNN SCHOOL WAS CLOSED FOR THE MONTH OF DECEMBER DUE TO AN OUTBREAK OF NOROVIRUS. BECAUSE OF THIS QUARANTINE, THE AUDIT COULD NOT BE COMPLETED IN TIME TO MEET THE 990 DEADLINE.