2012-05-14T14:29:19-05:00 2011-06-30 KRING RAY FARLEY & RIDDLE PSC 444 EAST MAIN STREET STE 203 LEXINGTON KY 40507 990 2010-07-01 610449657 SAYRE SCHOOL SAYR 8592541361 194 N LIMESTONE STREET LEXINGTON KY 40507 CLAYTON C CHAMBLISS 8592541361 2012-05-14 1 KRING RAY FARLEY RIDDLE PSC 8592310541 2010 2016-02-24 21:20:13Z CLAYTON C CHAMBLISS 194 N LIMESTONE STREET LEXINGTON KY 40507 12904533 0 X WWW.SAYRESCHOOL.ORG X 1854 KY INDEPENDENT SCHOOL 24 24 223 150 0 0 600920 1576489 10824549 10203353 -121709 218174 251467 211329 11555227 12209345 1359289 1130417 0 0 6564671 6083818 0 0 38343 4144777 4267362 12068737 11481597 -513510 727748 30509377 31516055 11648109 10960992 18861268 20555063 INDEPENDENT CO-EDUCATIONAL COLLEGE PREPATORY DAY SCHOOL SERVING STUDENTS PRE-SCHOOL THROUGH TWELFTH GRADE 0 0 7126519 1130417 10297596 PRESCHOOL, ELEMENTARY, AND MIDDLE SCHOOL EDUCATION - 563 STUDENTS ENROLLED 7126519 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 17 0 223 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 1 1 0 KY X X L BROOKS MCLAMB 8592541361 194 N LIMESTONE STREET LEXINGTON KY 40507 CLAYTON CHAMBLISS 40.00 X X X 310100 0 64993 C CLAY GREEN 3.00 X X 0 0 0 AMY ALLEN 1.00 X 0 0 0 CONSTANCE B BROTHERTON 3.00 X X 0 0 0 MARGRA SMITH 1.00 X 0 0 0 TERRI SOLOMON 1.00 X 0 0 0 SUSAN COMBS 1.00 X 0 0 0 ZEFF MALONEY 1.00 X 0 0 0 KATHERINE N SAUTTER 1.00 X 0 0 0 MELISSA STEPHAN 1.00 X 0 0 0 CARL W BREEDING 1.00 X 0 0 0 POPE MCLEAN JR 1.00 X 0 0 0 ROBYN PETERMAN-ZAHN 1.00 X 0 0 0 SOLOMON L VAN METER 1.00 X 0 0 0 JULIUS P GARLINGTON 1.00 X 0 0 0 REBECCA W GOODMAN 1.00 X 0 0 0 JAMES BEN ALI HAGGIN 1.00 X 0 0 0 RUDOLPH SCHMIDT 3.00 X X 0 0 0 DEBBIE SUTHERLAND-COMLEY 1.00 X 0 0 0 JULIE CLARDY 1.00 X 0 0 0 MARTHA S WILKINSON 1.00 X 0 0 0 WILLIS BOWMAN 1.00 X 0 0 0 MICHAEL M DAWAHARE 1.00 X 0 0 0 HUGH A JAMES 1.00 X 0 0 0 JAMES K THORNBERRY 3.00 X X 0 0 0 ALLEN J PREWITT 1.00 X 0 0 0 L BROOKS MCLAMB 40.00 X 190932 0 28321 ROBERT J CATTOI 1.00 X 0 0 0 501032 0 93314 2 0 1 0 DEAN BUILDS INC 836 E EUCLID AVE 306 LEXINGTON KY 40502 CONSTRUCTION 249385 COMMONWEALTH CLEANING 1504 BRYAN AVENUE LEXINGTON KY 40505 JANITORIAL 182730 2 1576489 392276 1576489 TUITION AND FEES 611600 9360520 9360520 STUDENT ACTIVITIES 611710 314321 314321 SUMMER CAMPS 611710 198870 198870 EXTENDED DAY PROGRAM 611710 118965 118965 PERSONAL LEARNING PROG 611710 78491 78491 132186 132186 10203353 155842 155842 627614 565282 62332 62332 62332 309324 129906 179418 179418 MISCELLANEOUS INCOME 611710 31911 31911 31911 12209345 10297596 0 335260 1130417 1130417 373486 373486 4712836 3491180 1221656 20397 20397 587385 366914 220471 389714 288640 101074 2863 2863 14620 14620 50002 50002 47848 47848 2297 2297 201847 185875 15972 298668 298668 10673 10673 5487 5487 326702 326702 921601 921601 106212 106212 INSTRUCTIONAL SUPPLIES 384066 384066 LUNCH PROGRAM - BUTTERY 361482 361482 STUDENT ACTIVITIES 337088 337088 UTILITIES 251940 251940 SUMMER CAMPS 138101 138101 805865 442756 324766 38343 11481597 7126519 4316735 38343 250 250 2150384 2450733 25739 260379 120480 130155 70000 0 23511 27064 223663 164881 30608590 10224375 20858911 20384215 6252243 7246437 705297 795286 78899 56655 30509377 31516055 1008989 816437 2918519 2718041 7535533 7188849 185068 237665 11648109 10960992 X 15818473 16290504 -369708 508036 3412503 3756523 18861268 20555063 30509377 31516055 X 727748 966047 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6252243 312955 1115598 -434359 7246437 5235837 215995 821271 -20860 6252243 6683781 8720 -1156740 -299924 5235837 0.48070 0.47960 0.03970 1 0 1776156 1776156 26312935 8037131 18275804 2215550 1905855 309695 303949 281389 22560 20384215 DEFERRED COMPENSATION 237665 237665 12209345 11481597 727748 966047 966047 1693795 13305298 966047 129906 1095953 12209345 0 12209345 11611503 129906 129906 11481597 0 11481597 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 129,906. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 129,906. INVESTMENT INCOME FROM ENDOWMENT FUNDS IS USED FOR SCHOLARSHIPS AND ACADEMIC AWARDS, BUILDING CONSTRUCTION AND IMPROVEMENTS, AND TO OFFSET COSTS OF CERTAIN ACADEMIC ACTIVITIES. 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 RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED MATERIALS DISTRIBUTED TO THE PUBLIC AND IN ALL ADVERTISING IN AREA NEWSPAPERS AND SPECIAL INTEREST PUBLICATIONS. SPECTACULAR 221086 221086 59524 PARENTS COMMITTEE 56429 56429 41950 2 31809 31809 28432 309324 309324 129906 129906 179418 1 FINANCIAL AID FOR TUITION 110 1130417 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SCHOOL MAKES FUND AVAILABLE ON AN ANNUAL BASIS TO ASSIST PARENTS WHO DEMONSTRATE NEED IN MEETING THE COST OF AN INDEPENDENT SCHOOL EDUCATION. AFTER FILING AN ADMISSION APPLICATION WITH THE SCHOOL, FAMILIES MAY REQUEST A FINANCIAL AID APPLICATION WHICH REQUIRES THEM TO PROVIDE FINANCIAL INFORMATION TO BE CONSIDERED IN AWARDING AID. THE APPLICATION FOR FINANCIAL AID IS MAILED TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID FOR PROCESSING. THE SERVICE EVALUATES THE DATA PROVIDED AND FURNISHES THE SCHOOL WITH AN ESTIMATE OF ACTUAL NEED. THE SCHOOL USES THIS ESTIMATE IN DETERMINING THE AMOUNT OF AID TO BE PROVIDED. FINANCIAL AID IS AWARDED WITHOUT REGARD TO RACE, COLOR, RELIGION, NATIONAL OR ETHNIC ORIGIN. X X X X X 0 1 0 0 0 0 0 0 0 CLAYTON CHAMBLISS 207064 0 0 0 103036 0 55615 0 9378 0 375093 0 0 0 L BROOKS MCLAMB 135520 0 0 0 55412 0 14831 0 13490 0 219253 0 0 0 PART I, LINE 4B CLAYTON C. CHAMBLISS - $41,136, L. BROOKS MCLAMB - $10,000 X 8 372458 FMV X OFFICE EQUIPMENT 1 8000 FMV X ROLLING BAY DOORS 1 1600 FMV X MISCELLANEOUS NON CASH 8 10218 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A BOARD OF TRUSTEES HAS A NOMINATING COMMITTEE WHICH INTERVIEWS THOSE INTERESTED IN JOINING THE BOARD. NOMINATING COMMITTEE RECOMMENDS NEW MEMBERS TO THE BOARD OF TRUSTEES FOR VOTE. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. A COPY OF THE FORM 990 (OMITTING SCHEDULE B) IS MADE AVAILABLE TO TRUSTEES VIA BOARD PORTAL ON THE SCHOOL'S SECURED WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO SIGN WRITTEN DISCLOSURE STATEMENT CONCERNING ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. DIRECTORS ARE REQUIRED TO NOTIFY TRUSTEES IF CIRCUMSTANCES CHANGE DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE (COMPENSATION) COMMITTEE REVIEWS THE CONTRACT FOR HEADMASTER INCLUDING COMPARING CONTRACT TERMS WITH OTHER COMPENSATION ARRANGEMENTS FOR A SIMILAR POSITION IN OTHER INDEPENDENT SCHOOLS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S POLICY IS TO MAKE APPLICATION FOR TAX EXEMPTION AS WELL AS FORM 990 AVAILABLE FOR PUBLIC INSPECTION IN THE SCHOOL'S BUSINESS OFFICE DURING REGULAR HOURS OF OPERATION. DOCUMENTS ARE PROVIDED FOR REVIEW UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 966,047. REVIEW AND APPROVAL OF AUDITED FINANCIAL STATEMENTS FORM 990, PART XI, LINE 2C THE PROCESS OF REVIEWING AND APPROVING AUDITED FINANCIAL STATEMENTS BY THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES HAS NOT CHANGED FROM PRIOR YEARS