2013-05-15T06:19:06-05:00 2012-06-30 251777567 LOVE SCHERLE & BAUER PC 310 GRANT STREET SUITE 1020 PITTSBURGH PA 152192295 990 2011-07-01 251030691 WINCHESTER THURSTON SCHOOL WINC 4125787500 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 GARY J NEILS 4125787500 2013-05-10 1 JOSEPH S SCHERLE P00295471 4122818270 2011 2016-02-24 21:20:13Z GARY J NEILS 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 18650188 0 X WWW.WINCHESTERTHURSTON.ORG X 1949 PA THE ORGANIZATION IS A COLLEGE-PREPARATORY, INDEPENDENT, NON-SECTARIAN, DAY SCHOOL SERVING BOYS AND GIRLS IN PRE-KINDERGARTEN THROUGH GRADE 12. 32 31 258 150 0 0 4558021 1941304 13929447 14473321 449610 692640 67302 39672 19004380 17146937 2509908 2590744 0 0 8053550 8624070 0 0 678670 5542845 5756298 16106303 16971112 2898077 175825 32146453 31196075 11937935 11622684 20208518 19573391 WINCHESTER THURSTON SCHOOL ENGAGES EACH STUDENT IN A CHALLENGING AND INSPIRING LEARNING PROCESS THAT DEVELOPS THE MIND, MOTIVATES THE PASSION TO ACHIEVE, AND CULTIVATES THE CHARACTER TO SERVE. 0 0 7824510 14244042 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 656 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH TWELVE GRADE. 2590744 229279 FINANCIAL AID TO APPROXIMATELY 252 STUDENTS 1918210 0 OPERATION AND MAINTENANCE OF PLANT FACILITIES 12333464 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 48 0 258 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 PA X M DAVID WOLLAM 4125787500 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 DOUGLAS A CAMPBELL 3.00 X X 0 0 0 KATHLEEN W BUECHEL 3.00 X X 0 0 0 JOHN CHRISTIE-SEARLES 3.00 X X 0 0 0 DOUG H OSTROW 3.00 X X 0 0 0 ILANA DIAMOND 3.00 X X 0 0 0 ELIZABETH S HURTT 3.00 X X 0 0 0 GARY NIELS 40.00 X X 303708 0 31392 DUSTY ELIAS KIRK 3.00 X X 0 0 0 ELSA LIMBACH 3.00 X X 0 0 0 DEBORAH L ACKLIN 3.00 X 0 0 0 RALPH L BANGS 3.00 X 0 0 0 RONALD J BARTLETT 3.00 X 0 0 0 BARBARA ABNEY BOLGER 3.00 X 0 0 0 SIMIN YAZDGERDI CURTIS 3.00 X 0 0 0 PAUL DOBSON 3.00 X 0 0 0 ROBERT I GLIMCHER 3.00 X 0 0 0 ROSANNE ISAY HARRISON 3.00 X 0 0 0 DIANE P HOLDER 3.00 X 0 0 0 IAN JAMES 3.00 X 0 0 0 VINCENT O JOHNSON 3.00 X 0 0 0 DEEPACK KOTWAL 3.00 X 0 0 0 JANET HARRISON KUZMISHIN 3.00 X 0 0 0 CAROLE OSWALD MARKUS 3.00 X 0 0 0 LINNEA PEARSON MCQUISTON 3.00 X 0 0 0 KATHLEEN L METINKO 3.00 X 0 0 0 DEESHA PHILYAW 3.00 X 0 0 0 DAVID L PORGES 3.00 X 0 0 0 HENRY POSNER III 3.00 X 0 0 0 MARTIN E POWELL 3.00 X 0 0 0 SUSAN SANTA-CRUZ 3.00 X 0 0 0 NANCY T SCOTT 3.00 X 0 0 0 JANE ARENSBERG THOMPSON 3.00 X 0 0 0 303708 0 31392 1 0 1 0 HIGHMARK BLUE SHIELD STE 2305 TEAM 2280 PO BOX 382146 PITTSBURGH PA 15250 HEALTH INSURANCE 829112 METZ AND ASSOCIATES 2591 WEXFORD BAYNE ROAD SWICKLEY PA 15143 SCHOOL LUNCH PROGRAM 524816 BUSINESS PEOPLES MAINTENANCE CLEANING CO 121 SWING LN GREENSBURG PA 15601 JANITORIAL SERVICES 483874 COMDATA 5301 MARYLAND WAY BRENTWOOD TN 37027 PAYMENT SOLUTIONS 319591 DUQUESNE LIGHT 411 7TH AVE PITTSBURGH PA 15219 UTILITIES - ELECTRIC 169510 5 61564 1879740 25836 1941304 PROG.SERV.REVENUE-RELA 611710 13204284 13204284 AUXILIARY ENTERPRISE R 611710 1161895 1161895 ACTIVITIES AND OTHER F 611710 86285 86285 MISCELLANEOUS INCOME 611710 20857 20857 14473321 142373 142373 2031145 1480878 550267 550267 550267 62045 22373 39672 39672 17146937 14473321 0 732312 2590744 2590744 335100 335100 6752190 4662885 1665165 424140 335684 211546 109053 15085 630529 464857 139020 26652 570567 336641 206137 27789 198797 1789 194419 2589 35071 35071 44000 44000 9034 3730 5304 106613 13335 78579 14699 322244 302382 19862 74959 70801 4158 1037161 1037161 197095 185938 5089 6068 37929 37429 500 272235 272235 668996 616010 52986 67578 67578 AUXILLIARY ENTERPRISE 1079068 1079068 GENERAL AND ADMINISTRAT 616169 616169 CLASSROOM INSTRUCTION 451416 451416 STUDENT SERVICES EXPENS 406109 406109 131824 131824 16971112 12333464 3958978 678670 3351131 3386657 2823020 2602536 296774 311568 8842 1980 21144 30816 175955 127984 25720847 10305176 15766650 15415671 9519537 9130703 183400 188160 0 0 32146453 31196075 1046937 1179030 2478602 2237693 8378850 8175435 33546 30526 11937935 11622684 X 10963478 10694296 2264459 1576265 6980581 7302830 20208518 19573391 32146453 31196075 X 175825 -810952 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9709678 322249 -122509 229279 206982 9473157 8326349 23775 1786053 246868 179631 9709678 7624585 73597 1050199 193819 228213 8326349 8997629 525750 -1445881 262130 190783 7624585 0.14000 0.77000 0.09000 0 0 1627079 1627079 19525533 6423310 13102223 4568235 3881866 686369 15415671 FUNDS HELD FOR OTHER 30526 30526 17146937 16971112 175825 -810952 -810952 -635127 13745241 -810952 -810952 14556193 2590744 2590744 17146937 14380368 0 14380368 2590744 2590744 16971112 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INCOME FROM THE ENDOWMENT IS USED PRINCIPALLY FOR FINANCIAL AID AND FACULTY DEVELOPMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SCHOOL ACCOUNTS FOR UNCERTAIN TAX POSITIONS UNDER THE UNCERTAINTY IN INCOME TAXES SUBTOPIC OF THE ASC. THIS SUBTOPIC CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT PRINCIPLES FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TO BE TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE SCHOOL HAS REVIEWED ALL OPEN TAX YEARS (2009-PRESENT) AND MAJOR JURISDICTIONS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINNACIAL AID IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT INCLUDED AS AN EXPENSE ON FORM 990. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINNACIAL AID IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT INCLUDED AS AN EXPENSE ON FORM 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS PUBLISHED IN BOTH SCHOOL BROCHURES AND LOCAL PUBLICATIONS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE SCHOOL PARTICIPATES IN THE PURCHASE AND LOAN OF TEXTBOOKS AND INSTRUCTIONAL MATERIALS UNDER THE COMMONWEALTH OF PENNSYLVANIA ACTS 195 AND 90, AND THE CAPITAL ITEMS PROGRAM UNDER THE ALLEGHENY INTERMEDIATE UNIT IV.B AND TECHNOLOGY FOR SCHOOL PROGRAM UNDER TITLE III. AUCTION 23269 23269 2812 APPLEFEST 17374 17374 2777 23 2225 1317 1 21402 21402 325 5247 534 499 6614 62045 62045 325 8024 557 2724 10743 22373 39672 1 FINANCIAL AID TO SPECIFIC STUDENTS 252 2590744 SCHEDULE I, PART I, LINE 2: THE SCHOOL MAINTAINS DETAILED RECORDS OF THE CRITERIA USED TO AWARD FINANCIAL AID TO STUDENTS ALONG WITH THE AMOUNT AWARDED. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GARY NIELS 240708 0 15000 0 48000 0 12250 0 19142 0 335100 0 0 0 WILKINSBURG BOROUGH INDUSTRIAL AND COMMERCIAL INDUSTRIAL AUTHORITY 2005-05-06 10000000 THE CONSTRUCTION OF A NEW UPPER SCHOOL 0 0 0 WILKINSBURG BOROUGH INDUSTRIAL AND COMMERCIAL INDUSTRIAL AUTHORITY 2011-09-23 4000000 REFINANCE ORIGINAL NOTE DATED 05/06/05 0 0 0 WILKINSBURG BOROUGH INDUSTRIAL AND COMMERCIAL INDUSTRIAL AUTHORITY 2011-09-23 4000000 REFINANCE ORIGINAL NOTE DATED 05/06/05 0 0 0 10000000 0 0 1 1 4000000 31571 1 0 1 1 4000000 31571 1 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 0 1 1 CITIZENS BANK 7.000000000000 1 0 0 0 0 0 1 0 0 0 0 GARY J NIELS X 20000 1980 0 0 0 1980 X 2 25836 FAIR MARKET VALUE X AUCTION ITEMS 189 23269 DETERMINED BY DONOR (FMV) 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO THE FINANCE COMMITTEE WHICH IS A SUBCOMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR COMMENT, IF ANY, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES SIGN A STATEMENT ACKNOWLEDGING THE WRITTEN POLICY AND BOTH ARE RETAINED IN THE GOVERNING BODY FILES. THE ACKNOWLEDGEMENT STATMENT REQUIRES REPORTING OF SUCH TRANACTIONS TO THE HEAD OF SCHOOL AND THE BOARD OF TRUSTEES BY THE INDIVIDUAL TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES WHEN DETERMINING REASONABLE COMPENSATION FOR THE HEAD OF SCHOOL EMPLOYS A SUBCOMMITTEE OF THE BOARD COMPRISED OF INDEPENDENT VOTING MEMBERS THAT REVIEWS PERFORMANCE AND CONSIDERS GATHERED DATA FROM SIMILARLY CONSTITUTED INDEPENDENT SCHOOLS ACROSS THE COUNTRY. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -810,952. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.