AGNES IRWIN SCHOOL: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: AGNES IRWIN SCHOOL (EIN 23-1352650)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-03-08
IRS object ID: 201220689349300317
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule G
Schedule I
Schedule J
Schedule K
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-03-08T09:46:18-06:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PARENTEBEARD LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1650 MARKET STREET SUITE 4500	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19103	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	231352650	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE AGNES IRWIN SCHOOL	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	AGNE	NameControl
Phone	6105258400	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 407	AddressLine1
City	ROSEMONT	City
State	PA	State
ZIP Code	19010	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KEVIN MCCULLOUGH	Name
Title	DIRECTOR OF FINANCE AND FACILITIES	Title
Phone	6105258400	Phone
Date Signed	2012-03-01	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JULIUS C GREEN CPA JD	Name
Phone	2129720701	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	KEVIN MCCULLOUGH	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	P O BOX 407	AddressLine1
City	ROSEMONT	City
State	PA	State
ZIP Code	19010	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	33771357	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.AGNESIRWIN.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1869	YearFormation
State Legal Domicile	PA	StateLegalDomicile
Activity Or Mission Description	TO FOSTER THE INTELLECTUAL AND PERSONAL GROWTH OF GIRLS AND YOUNG WOMEN.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	25	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	24	NbrIndependentVotingMembers
Total Nbr Employees	370	TotalNbrEmployees
Total Nbr Volunteers	340	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2614882	ContributionsGrantsPriorYear
Contributions Grants Current Year	10281586	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	16787789	ProgramServiceRevenuePriorYear
Program Service Revenue CY	16994720	ProgramServiceRevenueCY
Investment Income Prior Year	266266	InvestmentIncomePriorYear
Investment Income Current Year	646237	InvestmentIncomeCurrentYear
Other Revenue Prior Year	175989	OtherRevenuePriorYear
Other Revenue Current Year	235132	OtherRevenueCurrentYear
Total Revenue Prior Year	19844926	TotalRevenuePriorYear
Total Revenue Current Year	28157675	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2114236	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2346271	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	11734296	SalariesEtcPriorYear
Salaries Etc Current Year	12673009	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	1843545	TotalFundrsngExpCurrentYear
Other Expense Prior Year	6051773	OtherExpensePriorYear
Other Expenses Current Year	5172739	OtherExpensesCurrentYear
Total Expenses Prior Year	19900305	TotalExpensesPriorYear
Total Expenses Current Year	20192019	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-55379	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	7965656	RevenuesLessExpensesCY
Total Assets BOY	47579098	TotalAssetsBOY
Total Assets EOY	59460268	TotalAssetsEOY
Total Liabilities BOY	15251161	TotalLiabilitiesBOY
Total Liabilities EOY	15493545	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	32327937	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	43966723	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE MISSION OF THE AGNES IRWIN SCHOOL IS TO FOSTER THE INTELLECTUAL AND PERSONAL GROWTH OF GIRLS AND YOUNG WOMEN. THE SCHOOL PROVIDES ITS STUDENTS WITH A RIGOROUS ACADEMIC EDUCATION AND DEDICATES ITSELF TO DEVELOPING EACH STUDENT'S HIGHEST POTENTIAL IN INTELLECT, CHARACTER AND PHYSICAL WELL-BEING. COMMITTED TO BEING A DIVERSE COMMUNITY THAT FOSTERS SELF-CONFIDENCE AND RESPECT FOR OTHERS, THE SCHOOL PREPARES EACH STUDENT TO LEAD AND TO ENRICH THE WORLD.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	13665212	Expense
Grants	2346271	Grants
Revenue	16994720	Revenue
Description	FULL-TIME DAY SCHOOL OF APPROXIMATELY 675 STUDENTS IN GRADES PRE-K THROUGH 12	Description
Total Program Service Expense	13665212	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	1	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	35	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	370	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	25	NbrVotingGoverningBodyMembers
Number Independent Voting Members	24	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	PA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	KEVIN MCCULLOUGH DIRECTOR OF FINANCE	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	6105258400	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	ITHAN AVENUE CONESTOGA ROAD	AddressLine1
City	ROSEMONT	City
State	PA	State
ZIP Code	19010	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (29 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
DR MARY SEPPALA
HEAD OF SCHOOL	40.00	X	X	287200	0	38699
ELINOR H BUCK
TRUSTEE	1.00	X		0	0	0
JENNIFER KINKEAD CORKRAN
TRUSTEE	1.00	X		0	0	0
NANCY R CROCKETT
TRUSTEE	1.00	X		0	0	0
DAVID P HOLLANDER
TRUSTEE	1.00	X		0	0	0
STEVEN B KATZNELSON
TREASURER	1.00	X	X	0	0	0
STEFANIE W LUCAS
TRUSTEE	1.00	X		0	0	0
EDWIN B MAHONEY
TRUSTEE	1.00	X		0	0	0
WANDA M ODOM
VICE-CHAIR	1.00	X	X	0	0	0
NORBORNE GEE SMITH
TRUSTEE	1.00	X		0	0	0
YVONNE S WILLIAMS
TRUSTEE	1.00	X		0	0	0
SHARON C YOH
TRUSTEE	1.00	X		0	0	0
IH CLOTHIER V
CHAIR	1.00	X	X	0	0	0
SUSAN S BURCH
VICE-CHAIR	1.00	X	X	0	0	0
ANN LAUPHIMER SONNENFELD
CHAIR-ELECT	1.00	X	X	0	0	0
LEA MORRISON COHN
SECRETARY	1.00	X	X	0	0	0
PAMELA T BERKMAN
TRUSTEE	1.00	X		0	0	0
ANITA L MCMULLIN
TRUSTEE	1.00	X		0	0	0
ROBERT L MCNEIL
TRUSTEE	1.00	X		0	0	0
MARSHALL PAGON
TRUSTEE	1.00	X		0	0	0
DEREK N PEW
TRUSTEE	1.00	X		0	0	0
KRISTIN A SCHINELLA
TRUSTEE	1.00	X		0	0	0
CHANDI ZIESING SMITH
TRUSTEE	1.00	X		0	0	0
PATRICK P COYNE
TRUSTEE	1.00	X		0	0	0
CYNTHIA CAMPBELL CROCHIERE
TRUSTEE	1.00	X		0	0	0
KEVIN MCCULLOUGH
DIRECTOR OF FINANCE & FACI	40.00			171988	0	25669	X
ANNE WEEKS
DIRECTOR OF UPPER SCHOOL	40.00			124254	0	14099		X
LYNNE MYAVEC
DIRECTOR OF MIDDLE SCHOOL	40.00			120319	0	13866		X
DONNA LINDNER
DIRECTOR OF LOWER SCHOOL	40.00			102466	0	13663		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	806227	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	105996	TotalOtherCompensation
Number Individuals GT100 K	5	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BOHLIN CYWINSKI JACKSON
8 WEST MARKET STREET	WILKESBARRE	PA	18701	ARCHITECTS	1319525
CITIZENS BANK
PO BOX 9665	PROVIDENCE	RI	02940	INSTRUCTIONAL EXPENSE	314287
CHAMBERS ASSOCIATES INC
831 DEKALB PIKE	CENTER SQUARE	PA	19422	CONSTRUCTION ENGINEERS	256871

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	3	NumberOfContractorsGT100K
Fundraising Events	9000	FundraisingEvents
Government Grants	82189	GovernmentGrants
All Other Contributions	10190397	AllOtherContributions
Total Contributions	10281586	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION	611710	16388032	16388032
SUMMER & AFTER SCHOOL	611710	592688	592688
REAL DEAL INCOME	611710	14000	14000

Field	Value	IRS element (for citing)
Total Program Service Revenue	16994720	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	438473	TotalRevenueColumn
Exclusion	$438,473	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	7000	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	7000	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	7000	TotalRevenueColumn
Exclusion	$7,000	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	5589867	Securities
Other	5460	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	5387563	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	202304	Securities
Other	5460	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	207764	TotalRevenueColumn
Exclusion	$207,764	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	250692	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	9000	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	125240	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	125452	TotalRevenueColumn
Exclusion	$125,452	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	134228	GrossSalesOfInventory
Cost Of Goods Sold	100879	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	33349	TotalRevenueColumn
Exclusion	$33,349	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
MISCELLANEOUS	611710	29379	$29,379
TRANSPORTATION INCOME	611710	24810	$24,810
VENDING MACHINE SALES	611710	15142	$15,142

Field	Value	IRS element (for citing)
Total Other Revenue	69331	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	28157675	TotalRevenueColumn
Related Or Exempt Function Income	16994720	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$881,369	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	2346271	Total
Program Services	2346271	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	556747	Total
Management And General	556747	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	9579257	Total
Program Services	6481468	ProgramServices
Management And General	2221582	ManagementAndGeneral
Fundraising	876207	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	558142	Total
Program Services	368057	ProgramServices
Management And General	159154	ManagementAndGeneral
Fundraising	30931	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	1223955	Total
Program Services	821394	ProgramServices
Management And General	357136	ManagementAndGeneral
Fundraising	45425	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	754908	Total
Program Services	467988	ProgramServices
Management And General	224846	ManagementAndGeneral
Fundraising	62074	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	17113	Total
Management And General	17113	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	40888	Total
Management And General	40888	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	60821	Total
Management And General	60821	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	418212	Total
Program Services	168749	ProgramServices
Management And General	57724	ManagementAndGeneral
Fundraising	191739	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	660022	Total
Program Services	307243	ProgramServices
Management And General	183421	ManagementAndGeneral
Fundraising	169358	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	322630	Total
Program Services	99429	ProgramServices
Management And General	176637	ManagementAndGeneral
Fundraising	46564	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	757731	Total
Program Services	549898	ProgramServices
Management And General	182389	ManagementAndGeneral
Fundraising	25444	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	329699	Total
Program Services	214888	ProgramServices
Fundraising	114811	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	17310	Total
Management And General	17310	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1189293	Total
Program Services	979282	ProgramServices
Management And General	162798	ManagementAndGeneral
Fundraising	47213	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	126864	Total
Program Services	107162	ProgramServices
Management And General	14914	ManagementAndGeneral
Fundraising	4788	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
OTHER AUXILLIARY PROGRA	336492	336492
DUES & SUBSCRIPTIONS	229143		35937	193206
ATHLETICS	156595	156595
ADMISSIONS	99689		99689
LUNCHEON	95522		94173	1349

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	314715	Total
Program Services	260296	ProgramServices
Management And General	19983	ManagementAndGeneral
Fundraising	34436	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	20192019	Total
Program Services	13665212	ProgramServices
Management And General	4683262	ManagementAndGeneral
Fundraising	1843545	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	3312	BOY
EOY	357	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	3370469	BOY
EOY	4759514	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	113273	BOY
EOY	6194704	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	358400	BOY
EOY	94031	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	64556	BOY
EOY	64628	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	260320	BOY
EOY	297962	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	40277812	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	15611818	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	23242193	BOY
EOY	24665994	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	15213190	BOY
EOY	18707774	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	3180695	BOY
EOY	2616377	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1772690	BOY
EOY	2058927	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	47579098	BOY
EOY	59460268	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1849237	BOY
EOY	2044015	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	2140631	BOY
EOY	2239898	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	9615000	BOY
EOY	9355000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	143907	BOY
EOY	304319	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	1502386	BOY
EOY	1550313	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	15251161	BOY
EOY	15493545	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	22516028	BOY
EOY	27196415	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1073198	BOY
EOY	4767442	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	8738711	BOY
EOY	12002866	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	32327937	BOY
EOY	43966723	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	47579098	BOY
EOY	59460268	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	7965656	ReconcilationRevenueExpenses
Reconcilation Other Changes	3673130	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	18233695	BeginningOfYearBalance
Contributions	58911	Contributions
Investment Earnings Or Losses	3841488	InvestmentEarningsOrLosses
Other Expenditures	970700	OtherExpenditures
End Of Year Balance	21163394	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	16236623	BeginningOfYearBalance
Contributions	1046916	Contributions
Investment Earnings Or Losses	1967206	InvestmentEarningsOrLosses
Other Expenditures	1017050	OtherExpenditures
End Of Year Balance	18233695	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	21319664	BeginningOfYearBalance
Contributions	235397	Contributions
Investment Earnings Or Losses	-4283438	InvestmentEarningsOrLosses
Other Expenditures	1035000	OtherExpenditures
End Of Year Balance	16236623	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.58420	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.36540	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.05040	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	29100472	OtherCostOrOtherBasis
Depreciation	9018942	Depreciation
Book Value	20081530	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	7922632	OtherCostOrOtherBasis
Depreciation	6592876	Depreciation
Book Value	1329756	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3254708	OtherCostOrOtherBasis
Book Value	3254708	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	24665994	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	ACCRUED POST RETIREMENT COST	Description
Amount	$1,550,313	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	1550313	TotalOfAmounts
Total Revenue	28157675	TotalRevenue
Total Expenses	20192019	TotalExpenses
Excess Or Deficit For Year	7965656	ExcessOrDeficitForYear
Net Unrealized GL On Investments	3320268	NetUnrealizedGLOnInvestments
Other	$352,862	OtherAmount
Total Adjustments	3673130	TotalAdjustments
Excess Or Deficit Per FS	11638786	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	29523520	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	3320268	NetUnrealizedGainsInvestments
Other Revenues	-2024889	OtherRevenues
Revenue Not Rptd F990	1295379	RevenueNotRptdF990
Revenue Subtotal	28228141	RevenueSubtotal
Investment Expenses Not Included	60821	InvestmentExpensesNotIncluded
Other Revenues Not Included	-131287	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	-70466	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	28157675	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	17877547	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	100879	OtherExpensesIncluded
Expenses Not Rptd F990	100879	ExpensesNotRptdF990
Expenses Subtotal	17776668	ExpensesSubtotal
Investment Expenses Not Included2	60821	InvestmentExpensesNotIncluded2
Other Expenses Not Included	2354530	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	2415351	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	20192019	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	PART V, LINE 4:	THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PROVIDE INCOME IN SUPPORT OF FACULTY SALARIES, SABBATICALS, PROFESSIONAL DEVELOPMENT AND RETIREMENT, ACADEMIC CHAIRPERSONS, FINANCIAL AID, COMMUNITY SERVICE, CURRICULUM ENRICHMENT, VISITING LECTURERS AND LIBRARY SERVICES.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X:	THE SCHOOL ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE SCHOOL'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE IRS.
PART XI, LINE 8 - OTHER ADJUSTMENTS:		CHANGE IN SPLIT-INTEREST ARRANGEMENTS 71,252. NET UNREALIZED GAINS- ALUMNAE ASSOCIATION 31,480. CHANGE IN BENEFICIAL INTEREST 250,130.
PART XII, LINE 2D - OTHER ADJUSTMENTS:		CHANGE IN VALUE OF SPLIT-INTEREST ARRANGEMENTS 71,252. FINANCIAL AID (TUITION & FEES) -2,346,271. CHANGE IN BENEFICIAL INTERESTS 250,130.
PART XII, LINE 4B - OTHER ADJUSTMENTS:		PARENTS' COUNCIL DECREASE IN NET ASSETS LESS ADMIN EXPENSES -25,548. ALUMNAE ASSOCIATION - INVESTMENT INCOME 5,065. COST OF GOODS SOLD -100,879. ALUMNAE ASSOCIATION - INTRA-ORGANIZATION CONTRIBUTIONS -9,925.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:		COST OF GOODS SOLD 100,879.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:		FINANCIAL AID (TUITION & FEES) 2,346,271. ALUMNAE ASSOCIATION'S EXPENSES 2,808. PARENTS' COUNCIL ADMIN EXPENSES 5,451.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	1	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	1	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	1	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	1	MaintRacialCompositionRecords
Maint Scholarships Records	1	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	1	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	1	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	0	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	0	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	0	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	0	DiscriminateRaceScholarships
Discriminate Race Educ Policies	0	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	0	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	0	DiscriminateRaceOtherActy
Government Financial Aid Received	1	GovernmentFinancialAidReceived
Government Financial Aid Revoked	0	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	1	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION	SCHEDULE E, PART I, LINE 3	NEWSPAPERS
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE	SCHEDULE E, PART I, LINE 6	THE SCHOOL RECEIVES STATE ASSISTANCE FOR BOOKS.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	WINTERFEST	NameOfEvent1
Gross Receipts Event1	152105	GrossReceiptsEvent1
Charitable Contributions Event1	9000	CharitableContributionsEvent1
Gross Revenue Event1	143105	GrossRevenueEvent1
Other Direct Expenses Event1	60814	OtherDirectExpensesEvent1
Name Of Event2	GOLF OUTING	NameOfEvent2
Gross Receipts Event2	35140	GrossReceiptsEvent2
Gross Revenue Event2	35140	GrossRevenueEvent2
Other Direct Expenses Event2	30458	OtherDirectExpensesEvent2
Total Number Of Other Events	4	TotalNumberOfOtherEvents
Gross Receipts Other Events	72447	GrossReceiptsOtherEvents
Gross Revenue Other Events	72447	GrossRevenueOtherEvents
Other Direct Expenses Other Events	33968	OtherDirectExpensesOtherEvents
Gross Receipts Total	259692	GrossReceiptsTotal
Charitable Contributions Total	9000	CharitableContributionsTotal
Gross Revenue Total Events	250692	GrossRevenueTotalEvents
Other Direct Expenses Total Events	125240	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	125240	DirectExpenseSummaryEvents
Net Income Summary	125452	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	FINANCIAL AID	TypeOfGrant
Number Of Recipients	153	NumberOfRecipients
Amount Of Cash Grant	2346271	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2: THE SCHOOL IS COMMITTED TO HAVING A SOCIO-ECONOMICALLY, ETHNICALLY, RACIALLY AND RELIGIOUSLY DIVERSE STUDENT BODY. THE SCHOOL IS ALSO COMMITTED TO MAKING ITS EDUCATIONAL OPPORTUNITIES AVAILABLE TO BRIGHT, MOTIVATED AND TALENTED GIRLS REGARDLESS OF THEIR FAMILY'S ABILITY TO PAY. FINANCIAL AID DECISIONS ARE MADE ON THE BASIS OF DEMONSTRATED NEED AND THE AVAILABILITY OF FUNDS. EXPECTATIONS FOR FAMILIES: THE PRIME RESPONSIBILIY FOR FINANCING A STUDENT'S EDUCATION RESTS WITH HER FAMILY. BEFORE APPLYING FOR FINANCIAL AID, FAMILIES SHOULD ADJUST SPENDING PRIORITIES, REEVALUATING EXPENSES RELATED TO ENTERTAINMENT, VACATIONS, SPORTS AND CLUB MEMBERSHIPS AND OTHER NON-ESSENTIAL EXPENDITURES. BOTH PARENTS (INCLUDING CUSTODIAL AND NON-CUSTODIAL) MUST SUBMIT A PFS FORM TO SSS BY JANUARY 15TH. EARNINGS AND ASSETS OF STEPPARENTS MUST ALSO BE INCLUDED. BOTH PARENTS ARE ALSO REQUIRED TO SUBMIT TO THE DIRECTOR OF FINANCIAL AID THE MOST RECENT FORM 1040. FINANCIAL AID IS RECALCULATED EACH YEAR USING CURRENT INFORMATION. A FAMILY IS GUARANTEED THE SAME PERCENT AWARD AS ORIGINALLY OFFERED ASSUMING THEIR FINANCIAL PROFILE REMAINS THE SAME. EXPECTATIONS FOR THE FINANCIAL AID COMMITTEE: SHOULD A CURRENTLY ENROLLED FAMILY EXPERIENCE A CHANGE IN THEIR ECONOMIC CONDITION, THE COMMITTEE WILL EVALUATE THEIR CIRCUMSTANCES (USING THE PFS AND TAX RETURNS) AND OFFER ASSISTANCE FOR ONE YEAR. A LONG TERM COMMITMENT WILL BE CONSIDERED BUT NOT GUARANTEED. ADMINISTRATION WILL KEEP WATCH ON ANY SIGNIFICANT GROWTH IN SUCH SITUATIONS AND ITS IMPACT ON THE FINANCIAL AID BUDGET. SEE SCHEDULE O FOR CONTINUATION	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Discretionary Spending Account	X	DiscretionarySpendingAccount
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DR MARY SEPPALA
287200	0	0	0	0	0	29990	0	8709	0	325899	0	0	0
KEVIN MCCULLOUGH
171988	0	0	0	0	0	17655	0	8014	0	197657	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReference	ExplanationExplanation
PART I, LINE 1A	THE HEAD OF SCHOOL IS PROVIDED BENEFITS THAT RELATE TO BUSINESS TRAVEL AND FUNDRAISING ACTIVITIES. THE DISCRETIONARY ACCOUNT REIMBURSES THE HEAD OF SCHOOL FOR BUSINESS EXPENSES INCURRED PERSONALLY. THESE BUSINESS EXPENSES MAY RANGE FROM SUPPORT FOR ATHLETICS TO USING FUNDS TO ASSIST TEACHERS IN THE ATTENDANCE OF CONFERENCES. ALL EXPENSES ARE FULLY DOCUMENTED BY THE SCHOOL.
PART I, LINE 4B	THE HEAD OF SCHOOL, DR. MARY SEPPALA, PARTICIPATES IN A 457(F) PLAN. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010 THE AMOUNT OF $15,570 WAS CONTRIBUTED TO THE PLAN.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY	BusinessNameLine1

Field	Value	IRS element (for citing)
Issuer EIN	231997311	IssuerEIN
CUSIP Number	246018EE1	CUSIPNumber
Date Issued	2003-10-01	DateIssued
Issue Price	11000000	IssuePrice
Description Of Purpose	SEE SCHEDULE O	DescriptionOfPurpose
Defeased	0	Defeased
On Behalf Of Issuer	0	OnBehalfOfIssuer
Pool Financing	0	PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Amount Retired	1645000	AmountRetired
Total Proceeds	11000000	TotalProceeds
Issuance Costs From Proceeds	186860	IssuanceCostsFromProceeds
Capital Expenditures	10813140	CapitalExpenditures
Year Of Subst Completion	2004	YearOfSubstCompletion
Current Refunding	0	CurrentRefunding
Advance Refunding	0	AdvanceRefunding
Final Allocation Made	1	FinalAllocationMade
Adequate Books And Recds Maintaind	1	AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Owning Bond Financed Property	0	OwningBondFinancedProperty
Any Lease Arrangements	1	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	1	MngmentCntrctBondFinancdPrprty
Any Research Agreements	0	AnyResearchAgreements
Bond Counsel Routinely Engaged	1	BondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others	0.00000	PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI	0.00000	PercentageOfPrvtBusinessReUBI
Total Private Business Use	0.00000	TotalPrivateBusinessUse
Post Issuance Compliance Procdrs	1	PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Form8038 T Filed	0	Form8038TFiled
Variable Rate Issue	1	VariableRateIssue
Hedge Identified In Books And Recds	0	HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGIC
Gross Proceeds Invested	0	GrossProceedsInvested
Exception To Rebate	0	ExceptionToRebate

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 IS INITIALLY REVIEWED BY THE CONTROLLER AND DIRECTOR OF FINANCE. ONCE INITIAL APPROVAL HAS OCCURRED, THE RETURN IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE FULL BOARD OF DIRECTORS THEN RECEIVES THE RETURN FOR COMMENTS VIA THE ORGANIZATION'S SHAREPOINT WEBSITE. ONCE THE TWO WEEK COMMENTS PERIOD HAS ENDED, THE RETURN IS THEN FINALIZED AND SUBMITTED TO THE IRS.
	TRUSTEES AND EMPLOYEES ARE REQUIRED TO RE-EVALUATE AND DISCLOSE ANY CONFLICT OF INTERESTS ON AN ANNUAL BASIS. THE TRUSTEES' MANUAL INCLUDES A CODE OF ETHICS AND ALL BOARD MEMBERS, OFFICERS AND KEY EMPOYEES ARE REQUIRED TO SIGN THE BUSINESS CODE OF ETHICS POLICY ANNUALLY. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ABSTAIN FROM ANY DECISIONS AND OR INVOLVEMENT IN TRANSACTIONS IN WHICH A CONFLICT OF INTEREST MAY BE PRESENT. THE BOARD AS A WHOLE, LED BY THE CHAIRMAN, MONITORS THE POLICY AND ANY POTENTIAL OR REAL CONFLICTS.	FORM 990, PART VI, SECTION B, LINE 12C
	THE BOARD OF TRUSTEES' COMPENSATION COMMITTEE REVIEWS COMPARATIVE STATISTICS IN ORDER TO DETERMINE COMPENSATION FOR THE HEAD OF SCHOOL WITH THE ASSISTANCE OF AN INDEPENDENT CONSULTANT. SALARIES ARE BENCHMARKED WITH OTHER, SIMILAR ORGANIZATIONS TO ENSURE COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL SALARY DISCUSSIONS ARE DOCUMENTED IN BOARD MINUTES. THE HEAD OF SCHOOL REVIEWS AND APPROVES COMPENSATION FOR OTHER KEY EMPLOYEES.	FORM 990, PART VI, SECTION B, LINE 15
	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.	FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:	NET UNREALIZED GAINS ON INVESTMENTS: 3,320,268. CHANGE IN SPLIT-INTEREST ARRANGEMENTS 71,252. NET UNREALIZED GAINS- ALUMNAE ASSOCIATION 31,480. CHANGE IN BENEFICIAL INTEREST 250,130. TOTAL TO FORM 990, PART XI, LINE 5: 3,673,130.	FORM 990, PART XI, LINE 5:
AUDIT OVERSIGHT:	THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.	FORM 990, PART XI, LINE 2C:
	FINANCIAL AID DOLLARS WILL BE AWARDED WITHIN THE FOLLOWING RANGES: 45%-55% - UPPER SCHOOL 25%-35% - MIDDLE SCHOOL 15%-25% - LOWER SCHOOL THE FINANCIAL AID COMMITTEE WILL GIVE PREFERENCE TO FACULTY CHILDREN ONLY WHEN MAKING AWARDS; CONSIDERATION WILL BE GIVEN TO SIBLINGS AND CHILDREN OF ALUMNAE, WHICH MEANS THAT THE COMMITTEE MAY WEIGH IN FAVOR OF THESE TWO SUBSETS WHEN ALL ELSE IS EQUAL. THE FINANCIAL AID COMMITTEE WILL EXERCISE CAREFUL, DELIBERATE CONSIDERATION WHEN AWARDING FINANCIAL AID, USING THE DIVISIONAL GUIDELINES, AS A TOOL FOR ENROLLMENT MANAGEMENT. FINANCIAL AID IS AVAILABLE TO ALL GRADES; HOWEVER THERE WILL BE A LIMIT OF 50% GRANT IN PREK. A STUDENT'S FINANCIAL AID ALLOCATION WILL BE RECONSIDERED AT KINDERGARTEN AND EVALUATED BASED ON FULL TUITION COSTS.	SCHEDULE I, PART I, LINE 2 CONTINUATION:
DESCRIPTION OF PURPOSE	FINANCING OR REFINANCING OF ALL OR ANY PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, EQUIPPING AND IMPROVEMENT OF CAPITAL PROJECTS INCLUDING THE FINANCING OF THE COSTS OF ISSUANCE OF THE BONDS AND THE ESTABLISHMENT OF RESERVE FUNDS.	SCHEDULE K, PART I, LINE A, COLUMN F: