2012-04-06T15:26:07-05:00 2011-06-30 WILLIAMS BENATOR & LIBBY LLP 1040 CROWN POINTE PKWY 400 ATLANTA GA 30338 990 2010-07-01 237089522 THE PAIDEIA SCHOOL INC PAID 4043773491 1509 PONCE DE LEON AVENUE NE ATLANTA GA 30307 NANCY ISOM 4043773491 2012-04-06 1 PETRA ORQUIOLA 7705120500 2010 2016-02-24 21:20:13Z PAUL BIANCHI 1509 PONCE DE LEON AVENUE NE ATLANTA GA 30307 20956434 0 X WWW.PAIDEIASCHOOL.ORG X 1970 GA EDUCATION 23 22 305 700 0 0 3178906 1284813 18160192 18690632 48821 17145 795039 861769 22182958 20854359 1831191 1945868 0 0 13279550 13485101 0 0 543713 4220639 4679290 19331380 20110259 2851578 744100 52850625 54148751 19301435 12730267 33549190 41418484 EDUCATION 0 0 15830791 1945868 19161144 PRIVATE, NON-SECTARIAN SCHOOL FURNISHING EDUCATION FROM PRESCHOOL THROUGH HIGH SCHOOL FOR APPROXIMATELY 970 STUDENTS WHILE ACTIVELY SEEKING RACIAL, CULTURAL, AND ECONOMIC DIVERSITY IN ITS STUDENT BODY. 15830791 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 36 0 1 305 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 GA X NANCY ISOM 4043773491 1509 PONCE DE LEON AVE ATLANTA GA 30307 JON LOWE X X 0 0 0 JIM BOSWELL X 0 0 0 SCOTT SCHNELL X 0 0 0 NICOLETTE TEMPLER WALDON X 0 0 0 DEBBIE AUSTIN X X 0 0 0 VIRGINIA HEPNER X 0 0 0 TERESA MUSTELIER X 0 0 0 HOWELL ADAMS X 0 0 0 BILL CLARK X 0 0 0 CHRISTINE COZZENS X 0 0 0 JACKIE SWEATT-ESSICK X 0 0 0 SHERYL MEDDIN X 0 0 0 RICHARD OSSOFF X 0 0 0 TOBY BROOKS X X 0 0 0 JACINTA PARSONS X 0 0 0 WENDELL REILLY X 0 0 0 AARON A SAMPSON X 0 0 0 JENNIFER PAGE X 0 0 0 MELISSA WALKER X X 0 0 0 MELINDA HOLLADAY X 0 0 0 PAUL BIANCHI 40.00 X X 298458 0 34787 BEN BARKLEY X 0 0 0 DANA FROHWEIN X 0 0 0 PAUL HAYWARD 40.00 X 114930 0 21948 NANCY ISOM 40.00 X 113035 0 11271 JANE HARMON 40.00 X 101792 0 8743 628215 0 76749 4 0 1 0 BRASFIELD & GORRIE LLC 729 SOUTH 30TH STREET BIRMINGHAM AL 352332939 CONSTRUCTION 3600471 PERKINS & WILL 1315 PEACHTREE STREET NE ATLANTA GA 30309 ARCHITECTS 304680 2 56078 1228735 1284813 TUITION 611110 17232162 17232162 INSURANCE PROCEEDS 611110 880529 880529 AUXILIARY ACTIVITIES 611110 528420 528420 APPLICATION FEES 611110 33900 33900 MISCELLANEOUS INCOME 611110 15621 15621 18690632 17145 17145 57933 1113 56820 56820 56820 402949 81399 321550 321550 32450 19563 12887 12887 PAYMENT FROM AFFILIATE 900099 470512 470512 470512 20854359 19161144 0 408402 1945868 1945868 704961 276286 366743 61932 10420016 7951082 2246524 222410 718170 527388 172451 18331 840354 654456 174994 10904 801600 593437 187775 20388 19101 19101 81805 81805 49429 49429 129914 129914 449338 434960 9885 4493 45583 45583 129329 125191 2845 1293 1253926 1206245 35220 12461 5845 5845 OTHER PROGRAM EXPENSES 1370038 1370038 OTHER MAINTENANCE 235383 226734 6307 2342 FUNDRAISING EXPENSES 187232 187232 BAD DEBT EXPENSE 147279 13212 134067 ATHLETIC EXPENSES 135661 135661 439427 188891 248609 1927 20110259 15830791 3735755 543713 16905493 16369534 2366703 659487 96458 150120 7482 6745 48816 31663 47581371 11396472 32650938 36184899 354386 327679 420349 418624 52850625 54148751 1783191 1587743 9761166 10823905 7500000 257078 318619 19301435 12730267 X 31479389 40937531 2069801 480953 33549190 41418484 52850625 54148751 X 744100 7125194 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14994973 748856 2750600 470512 7125194 10898723 13516983 47762 1887340 457112 14994973 16506374 460121 -3012481 437031 13516983 0.56970 0.18360 0.24670 0 1 1 10146692 10146692 29090887 5793396 23297491 5095393 2644819 2450574 3248399 2958257 290142 36184899 AGENCY FUNDS 253619 DUE TO ENDOWMENT 65000 318619 20854359 20110259 744100 7125194 7125194 7869294 19010566 102075 102075 18908491 1945868 1945868 20854359 18266466 102075 102075 18164391 1945868 1945868 20110259 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FUNDS ARE TEMPORARILY RESTRICTED FOR VARIOUS SCHOOL PROGRAMS - ADMISSIONS, FINANCIAL AID, ARTS PROGRAMS, FIXED ASSET IMPROVEMENTS, AND A CAPITAL CAMPAIGN. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SCHOOL FOLLOWS THE FASB GUIDANCE ON "ACCOUNTING FOR UNCERTAINTY IN INCOME TAX." IT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN AN ORGANIZATION'S INCOME TAX RETURNS, INCLUDING UNRELATED BUSINESS INCOME EARNED BY A NONPROFIT ORGANIZATION, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE TAX YEARS 2008 TO 2011 REMAIN OPEN TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS TO WHICH THE SCHOOL IS SUBJECT. THE SCHOOL HAS NOT IDENTIFIED ANY LIABILITIES FOR UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN IN PRIOR PERIODS. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER FROM PAIDEIA SCHOOL ENDOWMENT FUND, INC. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 1,113. DIRECT FUNDRAISING EXPENSE 81,399. DIRECT GAMING EXPENSE 19,563. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,945,868. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 1,113. DIRECT FUNDRAISING EXPENSE 81,399. DIRECT GAMING EXPENSE 19,563. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,945,868. 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 SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY ANNUALLY IN ADS PLACED IN VARIOUS ATLANTA PUBLICATIONS. THE SCHOOL ALSO PUBLISHES ITS POLICY ON ITS WEBSITE AND ADMISSIONS MATERIALS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 FOR A FEDERAL GRANT ADMINISTERED BY ATLANTA PUBLIC SCHOOLS THAT WAS AWARDED TO PAIDEIA SCHOOL TO FUND TEACHER'S CONTINUING EDUCATION. AUCTION 386379 386379 5000 22645 47558 5K FUN RUN/WALK 11570 11570 6196 1 5000 5000 402949 402949 5000 22645 53754 81399 321550 32450 19563 1 1.00000 32450 19563 19563 12887 GA 1 0 0 0 1.00000 NANCY ISOM 1509 PONCE DE LEON AVENUE ATLANTA GA 30307 0 0 1 FINANCIAL AID FOR STUDENTS 144 1914871 BOOK N/A PROVISIONS FOR TRIPS, BOOKS AND TUTORING 144 30997 BOOK N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS NEED BASED. EACH APPLICANT FILLS OUT A STANDARD FORM ANNUALLY. AWARDS ARE DECIDED ANNUALLY BY A COMMITTEE OF THE BOARD. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 PAUL BIANCHI 298458 0 0 0 0 0 0 0 34787 0 333245 0 272346 0 FORM 990, PART VI, SECTION B, LINE 11 THE ENTIRE RETURN IS REVIEWED IN DETAIL BY THE SCHOOL'S CONTROLLER AND BUSINESS MANAGER, THEN A COPY OF FORM 990, EXCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS, PART I, IS EMAILED ELECTRONICALLY TO EACH BOARD MEMBER. IN ADDITION, A DRAFT OF THE RETURN,EXCLUDING SCHEDULE B,SCHEDULE OF CONTRIBUTORS, PART I, IS MADE AVAILABLE AND DISCUSSED AT A BOARD MEETING PRIOR TO BEING FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C THE VICE CHAIR OF THE BOARD ENSURES EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST POLICY QUESTIONNAIRE ANNNALLY. IF ANY CONFLICTS ARE NOTED, THE VICE CHAIR SUMMARIZES THEM AND DISTRIBUTES THE SUMMARY TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD USES A PROCESS FOR DETERMINING COMPENSATION OF THE HEADMASTER OF THE SCHOOL WHICH INCLUDES: 1) USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED HEADMASTERS IN FUNCTIONALLY COMPARABLE POSITIONS AT OTHER PRIVATE SCHOOLS IN THE SOUTHEAST, AND 2) PROVIDES CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THESE ITEMS ARE MADE AVAILABLE AT THE SCHOOL'S OFFICE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TRANSFER FROM PAIDEIA SCHOOL ENDOWMENT FUND, INC. 7,125,194. TOTAL TO FORM 990, PART XI, LINE 5: 7,125,194. FORM 990, PART XI, FINANCIAL STATEMENTS AND REPORTING AUDIT COMMITTEE MEETS ANNUALLY WITH AUDITORS, REVIEWS FINANCIAL STATEMENTS, MAKES ANY RECOMMENDATIONS NECESSARY TO BOARD, AND THE BOARD VOTES TO ACCEPT AUDIT AND/OR APPROVES AUDIT COMMITTEE RECOMMENDATIONS. FORM 990, PART V, LINE 7G NO CONTRIBUTIONS OF INTELLECTUAL PROPERTY WERE RECEIVED DURING THE YEAR. NEVON GROUP LLC 1509 PONCE DE LEON AVE NE ATLANTA GA 30307 237089522 ACQUIRE, HOLD, DEVELOP, & MANAGE REAL ESTATE FOR THE BENEFIT OF THE SCHOOL GA 15542 255123 N/A PAIDEIA SCHOOL ENDOWMENT FUND INC 1509 PONCE DE LEON AVENUE NE ATLANTA GA 30307 581404782 TO PROVIDE FINANCIAL SUPPORT FOR THE PAIDEIA SCHOOL GA 501(C)(3) LINE 11, SCHEDULE A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PAIDEIA SCHOOL ENDOWMENT FUND INC C 470512 ACTUAL AMOUNT PAIDEIA SCHOOL ENDOWMENT FUND INC R 7125194 ACTUAL AMOUNT