2012-08-13T09:34:22-05:00 2010-06-30 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2009-07-01 237243247 THE BLAKE SCHOOL BLAK 9529883459 110 BLAKE RD S HOPKINS MN 55343 ANNE E STAVNEY 9529883459 2012-07-23 1 Xiaoyan Luo 6123764500 2009 2016-02-24 21:20:13Z X ANNE E STAVNEY 110 BLAKE RD S HOPKINS MN 55343 52840981 0 X WWW.BLAKESCHOOL.ORG X 1900 MN TO PROVIDE STUDENTS WITH AN EXCELLENT, ACADEMICALLY CHALLENGING EDUCATION. 24 23 575 450 0 0 4236244 4722404 30936562 31607045 -3166797 23181 86900 111333 32092909 36463963 3899413 4173643 0 22509043 22783542 0 1037339 10228702 9647800 36637158 36604985 -4544249 -141022 83957375 88285784 20330102 20241108 63627273 68044676 The Blake School provides students with an excellent, academically challenging education in a diverse and supportive community committed to a common set of values. Students are expected to participate in an integrated program of academic, artistic and athletic activities in preparation for college, life-long learning, community service and lives as responsible world citizens. 0 0 30992327 4173644 31607045 The Blake School is an independent pre-kindergarten through grade 12 school serving students throughout the Twin Cities with campuses located in Minneapolis, Hopkins and Wayzata. Enrollment in 2009-2010 was 1,374 students. In support of its commitment to cultural and socioeconomic diversity as being an essential part of its educational goals, the school granted $4,173,644 in financial aid to 246 students. 30992327 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 575 1 0 1 CJ 0 0 0 1 1 0 0 0 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MN X X PATRICIA FRASHER NELSON CONTROLLER 9529883459 110 BLAKE ROAD SOUTH HOPKINS MN 55343 John C Gulla 40.00 X X 376411 0 204885 ELizabeth Eppes Winton 1.00 X X 0 0 0 Norman Rickeman 1.00 X X 0 0 0 Robin T Hartwell 1.00 X X 0 0 0 Michael M Boardman 1.00 X X 0 0 0 DARREN ACHESON 1.00 X 0 0 0 Kari Alldredge 1.00 X 0 0 0 Randall D Barry 1.00 X 0 0 0 Forrest G Burke 1.00 X 0 0 0 Gregory G Cunningham 1.00 X 0 0 0 Martha B Dayton 1.00 X 0 0 0 Andrew S Duff 1.00 X 0 0 0 Asta Gersovitz 1.00 X 0 0 0 Karen M Grabow 1.00 X 0 0 0 Ajay Gupta 1.00 X 0 0 0 Susan A Horovitz 1.00 X 0 0 0 Andrew G Humphrey 1.00 X 0 0 0 HARSOHENA KAUR 1.00 X 0 0 0 Michelle M Keeley 1.00 X 0 0 0 JAMES LESLIE 1.00 X 0 0 0 Lockie B Markusen 1.00 X 0 0 0 Kate Mortenson 1.00 X 0 0 0 Hussein Samatar 1.00 X 0 0 0 Richard C Schmoker 1.00 X 0 0 0 STEPHANIE SIMON 1.00 X 0 0 0 Roger J Sit 1.00 X 0 0 0 Adrienne Teissier Tietz 1.00 X 0 0 0 Elizabeth Traff 1.00 X 0 0 0 Shelley Carthen Watson 1.00 X 0 0 0 Susan M Wolf 1.00 X 0 0 0 Roger Martin 40.00 X 172798 0 48994 Robert Knuth 40.00 X 150536 0 50697 Joseph Seivold 40.00 X 150775 0 41684 Marc Bogursky 40.00 X 133489 0 64020 Lucretia Wells 40.00 X 128971 0 29150 1112980 0 439430 13 0 1 0 TAHER INC 5570 SMETANA DRIVE MINNETONKA MN 55343 FOOD SERVICES 1368067 FIVE STAR H ENTERPRISES INC PO BOX 14612 MINNEAPOLIS MN 55414 JANITORIAL 261702 HBM SERVICES INC PO BOX 3903 MINNEAPOLIS MN 55403 JANITORIAL 179028 FAEGRE & BENSON LLP 2200 WELLS FARGO CENTER 90 S 7TH S MINNEAPOLIS MN 55402 LEGAL SERVICES 158211 CONSTRUCTION RESULTS CORP 14170 23RD AVE N PLYMOUTH MN 55447 CONSTRUCTION 152719 10 150768 4571636 77091 4722404 TUITION 611600 28291050 28291050 FEES 611600 1566937 1566937 AUXILIARY SERVICES 611710 1501774 1501774 OTHER STUDENT REVENUE 611710 247284 247284 31607045 721679 721679 15534728 1500 16234726 -699998 1500 -698498 -698498 168325 150768 142292 26033 26033 PARENT ASSOCIATION REV 611710 85300 85300 85300 36463963 31607045 0 134514 4173643 4173643 581296 581296 17485647 15445616 1461044 578987 1275601 1137281 94896 43424 2157155 1755890 377627 23638 1283843 1095108 147048 41687 54266 54266 51075 51075 136634 136634 1752905 1616683 124361 11861 214321 18303 181914 14104 519556 270273 118141 131142 304819 304819 1426782 1354538 64716 7528 392161 369318 16941 5902 219208 54652 116945 47611 685053 643744 41309 1611767 1366456 159404 85907 146123 12167 133956 INSTRUCTIONAL EXPENSES 1031751 1009128 0 22623 BAD DEBT EXPENSES 261483 261483 REPAIRS & MAINTENANCE 174914 163873 10429 612 PROF. DEVELOPMENT 159161 141903 13340 3918 PARENTS ASSOCIATION EXP 85300 85300 420521 58932 343194 18395 36604985 30992327 4575319 1037339 421398 656441 2858222 2455015 1050670 1289168 325134 201991 59962 37956 159182 113329 65924280 26806753 39405418 39117527 35991528 40353661 3408255 3758749 229643 292489 47963 9458 83957375 88285784 3782728 3698656 1948226 1983997 14130000 14076234 469148 482221 20330102 20241108 X 39438538 43995485 6096778 3729286 18091957 20319905 63627273 68044676 83957375 88285784 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36502932 1618409 4827806 1722527 41226620 43257326 1660971 -9689723 2738931 -4013289 36502932 0.53750 0.41550 0.04690 1 0 2983667 2983667 56327825 21194157 35133668 134012 41401 92611 6381915 5571195 810720 96861 96861 39117527 ASSET RETIREMENT OBLIGATION 364614 SPLIT-INTEREST AGREEMENTS PAYABLE 117607 482221 36463963 36604985 -141022 5038998 -480573 4558425 4417403 36783132 5038998 14030 -338281 4714747 32068385 136634 4258944 4395578 36463963 32365729 14030 142292 156322 32209407 136634 4258944 4395578 36604985 Part V, Line 4: Description of Intended Use of Endowment Funds: THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 FUNDS THAT ARE USED TO PROVIDE FINANCIAL AID AND INSTRUCTIONAL PROGRAMS FOR STUDENTS, TO PROVIDE DEVELOPMENT OPPORTUNITIES FOR FACULTY, AND TO SUPPORT SCHOOL OPERATIONS. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 4290. LOSS ON REFINANCING OF LONG-TERM DEBT: -484863. Part XII, Line 2d - Other Adjustments: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 4290. SPECIAL EVENT EXPENSES: 142292. LOSS ON REFINANCING OF LONG-TERM DEBT: -484863. Part XII, Line 4b - Other Adjustments: FINANCIAL AID: 4173644. PARENT ASSOCIATION REVENUE: 85300. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 142292. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID: 4173644. PARENT ASSOCIATION EXPENSES: 85300. 1 1 1 THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLISHED IN MULTIPLE MEDIA AT BLAKE, INCLUDING ON ITS WEBSITE, IN PUBLICATIONS, ESPECIALLY MEDIA MATERIALS, AND ON POSTERS AT ALL THREE CAMPUSES. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 THE BLAKE SCHOOL RECEIVES FEDERAL AND STATE FUNDING. 1 CLASSIC EVENT 319093 150768 168325 29095 44650 7711 60836 319093 150768 168325 29095 44650 7711 60836 142292 26033 1 STUDENT FINANCIAL AID 246 4173643 0 N/A N/A Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: STUDENT FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS FOR TUITION, FEES AND BOOKS. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 John C Gulla 275000 0 55000 0 46411 0 150000 0 54885 0 581296 0 0 0 Roger Martin 172798 0 0 0 0 0 0 0 48994 0 221792 0 0 0 Robert Knuth 150536 0 0 0 0 0 0 0 50697 0 201233 0 0 0 Joseph Seivold 150775 0 0 0 0 0 0 0 41684 0 192459 0 0 0 Marc Bogursky 133489 0 0 0 0 0 0 0 64020 0 197509 0 0 0 Lucretia Wells 128971 0 0 0 0 0 0 0 29150 0 158121 0 0 0 Part I, Line 1a JOHN GULLA - HOUSING ALLOWANCE - $50,000 - INCLUDED IN COMPENSATION. JOHN GULLA - SOCIAL CLUB DUES - $4,049 - NOT INCLUDIBLE IN COMPENSATION. Part I, Line 1b The housing allowance provided to John Gulla is determined by the Executive Compensation Committee as part of his compensation package and is not governed by reimbursement policies. Part I, Line 4b: John Gulla - Head of School - 457(f) Supplemental Non-qualified Retirement Plan - $133,500 - The amount is determined by the Executive Compensation Committee of the Board of Trustees. Joseph Seivold - Middle School Director - 457(f) Supplemental Non-qualified Retirement Plan - $15,000 - The amount is determined by the Executive Compensation Committee of the Board of Trustees. CITY OF HOPKINS 416005247 43988PCD0 2007-08-01 5295000 FACILITIES CONSTRUCTION 0 0 CITY OF WAYZATA 415005630 946826AK0 2005-06-23 2000000 FACILITIES CONSTRUCTION 0 0 CITY OF MINNEAPOLIS 416005375 603876GB4 2010-05-19 7445000 REFUNDING/REFINANCE 0 0 5310013 105900 2008 0 1 1 1 1985134 40000 1945134 2006 0 0 1 1 7761234 7607293 149450 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 X 13 68460 STOCK MARKET QUOTES X AUCTION ITEMS 20 8631 ESTIMATED VALUE 0 0 1 1 Third Party Use: Part I, Line 32b: UBS FINANCIAL SERVICES PROCESS ALL STOCK CONTRIBUTIONS. Form 990, Part VI, Section B, line 11 PRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE HEAD OF SCHOOL, THEN PROVIDED TO ALL TRUSTEES. Form 990, Part VI, Section B, line 12c THE SCHOOL'S CONFLICT OF INTEREST POLICY APPLIES TO ITS TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES. WHEN A POTENTIAL CONFLICT OF INTEREST EXISTS, THE PERSON WITH THE CONFLICT NOTIFIES THE CHAIR OF THE BOARD OF TRUSTEES OR THE HEAD OF SCHOOL, SO THAT THEY MAY TAKE APPROPRIATE ACTIONS. A TRUSTEE WHO IS DIRECTLY OR INDIRECTLY INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY ACTION OF THE BOARD REGARDING THE POTENTIAL CONFLICT AND IS NOT COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED. Form 990, Part VI, Section B, line 15 The compensation package of the Head of School, Chief Financial Officer, Chief Development Officer, Assistant Head of School, Upper School Director, Middle School Director and Lower School Director are each reviewed and approved by the Compensation Committee of the Board. The Committee is comprised entirely of independent persons and utilizes salary and benefit survey data obtained from various sources. Minutes from the meeting are maintained and approved by the Committee. The review process is carried out annually for all positions including: Chief Financial Officer, Chief Development Officer, Asst. Head of School, Upper School, Middle School and Lower School Directors. The review process was conducted for the 2009/2010 school year. Form 990, Part VI, Section C, line 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, HEADING, BOX B EXPLANATION FOR AMENDED RETURN THE SCHOOL REPORTED FORM 926 ACTIVITY IN THE AMENDED 2009 FORM 990.