2012-05-15T13:04:27-05:00 2011-06-30 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2010-07-01 350909976 PARK TUDOR FOUNDATION INC PARK 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 MARY CASSIDY 3174152700 2012-05-14 1 SCOTT A SCHUSTER 3175802000 2012-05-14 2010 2016-02-24 21:20:13Z MARY CASSIDY 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 24536009 0 X HTTP://WWW.PARKTUDOR.ORG X 1968 IN PARK TUDOR SCHOOL'S EXCEPTIONAL EDUCATORS AND EXTRAORDINARY OPPORTUNITIES PREPARE STUDENTS TO BECOME CONFIDENT AND RESOURCEFUL LIFELONG LEARNERS. THE SCHOOL COMMUNITY CREATES AN INSPIRING COLLEGE-PREPARATORY LEARNING ENVIRONMENT FOR HIGHLY MOTIVATED YOUNG PEOPLE IN PRESCHOOL THROUGH GRADE 12. 22 21 396 700 0 0 7898878 5869001 17509701 18146727 230039 166562 148916 163045 25787534 24345335 2737695 2729338 0 0 14000598 14321342 0 0 608895 7167901 7602563 23906194 24653243 1881340 -307908 44435235 42041163 27305667 27467819 17129568 14573344 PARK TUDOR FOUNDATION, INC. WAS FOUNDED EXCLUSIVELY TO OPERATE PARK TUDOR SCHOOL, A PRIVATE SCHOOL LOCATED IN INDIANAPOLIS, INDIANA. 0 0 22216104 2729338 18192088 EDUCATION IS PROVIDED FOR 988 STUDENTS IN PRE-KINDERGARTEN THROUGH 12TH GRADE. 22216104 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 89 0 1 396 1 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 IN X MARY CASSIDY 3174152700 7200 N COLLEGE AVE INDIANAPOLIS IN 46240 JOE DEVITO 1.00 X X 0 0 0 CYNTHIA BIR 1.00 X 0 0 0 ALPHA BLACKBURN 1.00 X 0 0 0 ENRIQUE CONTERNO 1.00 X 0 0 0 HENRY CAMFERDAM JR 1.00 X 0 0 0 CHRISTOPHER BRAUN 1.00 X X 0 0 0 DAVID ESKENAZI 1.00 X 0 0 0 ROBERT B BROWN 1.00 X 0 0 0 ALAN HILL 1.00 X 0 0 0 STEVEN CAGLE 1.00 X X 0 0 0 EDWARD W HARRIS III 1.00 X 0 0 0 KATHY DUNBAR 1.00 X X 0 0 0 JEFFREY L KITTLE 1.00 X 0 0 0 GERARDO LOPEZ 1.00 X 0 0 0 SALLY E LANHAM 1.00 X 0 0 0 R CHRISTOPHER MIYAMOTO 1.00 X 0 0 0 HEATHER REILLY MURPHY 1.00 X 0 0 0 COURTNEY SCHWAB 1.00 X 0 0 0 LIZ MCCARTER 1.00 X 0 0 0 JIM TOOMEY 1.00 X 0 0 0 JASON STURMAN 1.00 X 0 0 0 DOUGLAS S JENNINGS 40.00 X X 398918 0 290468 MARY CASSIDY 40.00 X 128355 0 11384 DAVID AMSTUTZ 40.00 X 131828 0 22984 DEBORAH DOMINGUEZ 40.00 X 105394 0 23331 JOHN ECKEL 40.00 X 101585 0 23960 866080 0 372127 5 0 1 0 ANTHEM BCBS INDIANA GROUP PO BOX 105113 ATLANTA GA 30348 HEALTH BENEFITS 1644178 ALADDIN FOODS 16567 COLLECTIONS CENTER DR CHICAGO IL 60693 FOOD SERVICES 800588 SHIEL SEXTON COMPANY INC 902 N CAPITAL AVE INDIANAPOLIS IN 46205 CONTRACT MAINTENANCE WORK 315082 GUARDIAN - APPLETON PO BOX 677458 DALLAS TX 75267 SUPPLEMENTAL BENEFITS 207019 4 47169 4845895 975937 5869001 TUITION AND FEES 611600 16374067 16374067 OTHER EDUCATIONAL PROG 611600 1479266 1479266 SUMMER PROGRAMS 611600 281268 281268 ADMISSIONS TESTING 611600 12126 12126 18146727 174317 174317 221850 92413 129437 129437 129437 7755 -7755 -7755 -7755 15640 47169 26865 -11225 -11225 63113 63641 -528 -528 VENDING INCOME 611600 28566 28566 MISCELLANEOUS INCOME 611600 16795 16795 45361 24345335 18192088 0 284246 2729338 2729338 1065576 458026 484515 123035 10043010 9629355 219202 194453 810852 736311 51367 23174 1586744 1440876 100518 45350 815160 740223 51639 23298 60372 60372 54825 54825 5333 5333 129577 126269 1654 1654 39890 11842 26951 1097 239204 215944 18608 4652 1436431 1363280 52394 20757 24784 12392 6196 6196 80295 79055 1240 955618 831387 95562 28669 1711116 1488671 171112 51333 187126 162799 18713 5614 EDUCATIONAL PROGRAM EXP 1328160 1328160 FOOD SERVICES 657770 657770 MISCELLANEOUS 506908 50212 389961 66735 UNCOLLECTIBLE PLEDGES 130000 130000 TRANSPORTATION 55154 24194 18082 12878 24653243 22216104 1828244 608895 13296261 13244966 2501855 872991 279244 158976 50000 0 28620 20954 306714 487005 49769944 24089576 26500230 25680368 1472311 1575903 44435235 42041163 1459775 1842071 3479458 3660446 22366434 21762338 202964 27305667 27467819 X 6588589 7429100 7488895 4092160 3052084 3052084 17129568 14573344 44435235 42041163 X -307908 -2248316 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2333431 2333431 38929633 17610951 21318682 7257515 5858035 1399480 1249365 620590 628775 25680368 24345335 24653243 -307908 -2248316 -2248316 -2556224 21676671 190674 190674 21485997 2859338 2859338 24345335 21984579 190674 190674 21793905 2859338 2859338 24653243 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME IN 2011 AND 2010. THE FOUNDATION FILE U.S. FEDERAL AND STATE OF INDIANA TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER OF EQUITY TO PARK TUDOR TRUST -2,248,316. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 92,413. COST OF GOODS SOLD 63,641. LOSS ON DISPOSAL OF ASSETS 7,755. FUNDRAISING EXPENSES 26,865. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND SCHOLARSHIPS 2,729,338. UNCOLLECTIBLE PLEDGES 130,000. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 92,413. COST OF GOODS SOLD 63,641. LOSS ON DISPOSAL OF ASSETS 7,755. FUNDRAISING EXPENSES 26,865. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND SCHOLARSHIPS 2,729,338. UNCOLLECTIBLE PLEDGES 130,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 PARK TUDOR INCLUDES THE NON DISCRIMINATION CLAUSE IN ALL PUBLICATIONS AND ADVERTISEMENTS. GOLF OUTING 62809 47169 15640 22685 4180 62809 47169 15640 22685 4180 26865 -11225 1 MERIT SCHOLARSHIPS 102 0 636818 DOLLAR AMOUNT AWARDED- NO CASH IS ISSUED TO THE RECIPIENT. THE AMOUNT AWARDED IS DIRECTLY CREDITED TO THE ACCOUNT WITH PARK TUDOR. NO CASH IS DIRECTLY RECEIVED. FINANCIAL AID ASSISTANCE 217 0 2092520 DOLLAR AMOUNT AWARDED- NO CASH IS ISSUED TO THE RECIPIENT. THE AMOUNT AWARDED IS DIRECTLY CREDITED TO THE ACCOUNT WITH PARK TUDOR. NO CASH IS DIRECTLY RECEIVED. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WHEN A STUDENT IS AWARDED FINANCIAL ASSISTANCE THE STUDENT'S ACCOUNT IS DIRECTLY CREDITED FOR THE AWARDED AMOUNT; THEREFORE, THE MONEY AWARDED IS BEING USED FOR ITS INTENDED PURPOSE. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 DOUGLAS S JENNINGS 258459 0 44333 0 96126 0 283441 0 7027 0 689386 0 0 0 DAVID AMSTUTZ 131828 0 0 0 0 0 0 0 22984 0 154812 0 0 0 PART I, LINE 4B THE HEAD OF SCHOOL AND ASSISTANT HEAD OF SCHOOL PARTICIPATE IN A 457 PLAN. SUPPLEMENTAL INFORMATION PART III HOUSING ALLOWANCE IS PROVIDED FOR THE HEAD OF SCHOOL ONLY. SOCIAL CLUB DUES ARE PROVIDED FOR THE HEAD OF SCHOOL ONLY. INDIANA DEVELOPMENT FINANCE AUTHORITY 351602316 45504RGX8 2005-01-06 11909199 TO FINANCE ACQUISITION, CONSTRUCTION, EXPANSION AND RENOVATION OF EDU. FACIL 0 0 0 INDIANA FINANCE AUTHORITY 351602316 455057AA7 2005-06-30 12511693 TO FINANCE ACQUISITION, CONSTRUCTION, EXPANSION AND RENOVATION OF EDU. FACIL 0 0 0 11909199 11751750 157449 0 1 1 1 12511693 12321600 190093 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 SCHEDULE K, PART II, LINE 1 DOES NOT INCLUDE INVESTMENT PROCEEDS IN ADVANCE REFUNDING ESCROW. SCHEDULE K, PART IV, LINE 5 AMOUNTS IN ADVANCE REFUNDING ESCROW INVESTED BEYOND 30-DAY PERIOD AND WERE YIELD RESTRICTED. DOUGLAS JENNINGS TO PURCHASE PERSONAL RESIDENCE X 100000 0 0 1 1 8 RECIPIENTS 85910 BOARD MEMBERS & RELATED PARTIES HAD CHILD/GRANDCHILD RECEIVE FINANCIAL AID FINANCIAL AID 8 RECIPIENTS 34668 BOARD MEMBERS & RELATED PARTIES HAD CHILD/GRANDCHILD RECEIVE SCHOLARSHIPS MERIT SCHOLARSHIPS FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED BY THE CFO, SUBMITTED TO THE TREASURER OF THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. THE REMAINING BOARD MEMBERS WILL SEE A COPY OF THE RETURN BEFORE IT'S FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED AND SIGNED BY EACH MEMBER OF THE BOARD ANNUALLY. THE SUBMISSIONS ARE THEN REVIEWED BY THE ASSISTANT TO THE HEAD OF SCHOOL TO MONITOR AND MITIGATE CONFLICT ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BASED UPON A PERFORMANCE REVIEW CONDUCTED BY THE BOARD OF DIRECTORS. THE HEAD OF SCHOOL'S COMPENSATION DECISIONS ARE DETERMINED BY THE PRESIDENT AND VICE PRESIDENT OF THE BOARD. PRIOR TO ENTERING INTO A NEW CONTRACT, THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED BY AN INDEPENDENT PARTY. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS AND POLICIES ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TRANSFER OF EQUITY TO PARK TUDOR TRUST -2,248,316. TOTAL TO FORM 990, PART XI, LINE 5: -2,248,316. OVERSIGHT OF THE AUDIT FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. PARK TUDOR TRUST 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 SUPPORT OF PARK TUDOR FOUNDATION IN 501(C)(3) 509(A)(3) PARK TUDOR FOUNDATION 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 0 0 1 0 PARK TUDOR TRUST B 2248316 FMV PARK TUDOR TRUST C 4845895 FMV PARK TUDOR TRUST E 1347503 FMV PARK TUDOR TRUST M PARK TUDOR TRUST N