2012-05-14T16:34:16-05:00 2011-06-30 MCGLADREY LLP 300 SOUTH 4TH STREET SUITE 600 LAS VEGAS NV 89101 990 2010-07-01 226044616 ALEXANDER DAWSON FOUNDATION ALEX 7027337880 4045 SOUTH SPENCER ST NO 312 LAS VEGAS NV 89119 KIMBERLEY JOHNSTON 7027337880 2012-05-11 1 VINCENT C TUSHIS JR 7027594000 2012-05-11 2010 2016-02-24 21:20:13Z MARIO BORINI 4045 S SPENCER SUITE 312 LAS VEGAS NV 89119 33192507 0 X ADSRM.ORG DAWSONSCHOOL.ORG X 1957 NV CO-EDUCATIONAL PREPARATORY SCHOOLS 5 0 448 125 0 0 1432109 1491982 19728575 20348552 6503474 6382587 1974869 4686695 29639027 32909816 2546488 2728204 0 0 12214933 12120489 0 0 156561 24724664 23119171 39486085 37967864 -9847058 -5058048 216614718 225616273 69974087 68382825 146640631 157233448 X THE MISSION OF THE ALEXANDER DAWSON FOUNDATION IS TO ESTABLISH, OPERATE AND MAINTAIN AN EDUCATIONAL ORGANIZATION THAT WILL PROVIDE STUDENTS WITH THE HIGHEST QUALITY EDUCATION, NURTURE FUTURE LEADERS, PREPARE YOUNG ADULTS TO EXCEL IN COLLEGE AND SOCIETY, AND DEVELOP THE SELF-RESPECT, SELF-DISCIPLINE AND SELF-RELIANCE OF EACH STUDENT BY STRESSING THE VALUE OF HARD WORK AND PERSONAL RESPONSIBILITY AND RESPECT FOR AUTHORITY AND NURTURE FUTURE LEADERS. 0 0 9984897 932069 9876808 THE ALEXANDER DAWSON SCHOOL IN BOULDER COUNTY, COLORADO, A $33.2 MILLION FACILITY BUILT BY THE ALEXANDER DAWSON FOUNDATION IN 1970, PROVIDES A RIGOROUS, COLLEGE PREPARATORY EDUCATIONAL PROGRAM THAT CHALLENGES 460 STUDENTS IN KINDERGARTEN THROUGH GRADE 12 TO ACHIEVE EXCELLENCE IN MIND, BODY, AND CHARACTER.DURING THE 2010-2011 SCHOOL YEAR, THE SCHOOL PROVIDED $932,069 IN FINANCIAL AID TO 66 DESERVING AND TALENTED STUDENTS WHO OTHERWISE WOULD NOT HAVE BEEN ABLE TO AFFORD A DAWSON EDUCATION.IN JUNE 2011, THE SCHOOL AWARDED DIPLOMAS TO 44 GRADUATES, WHO WERE ACCEPTED TO SUCH COLLEGES AS COLGATE UNIVERSITY, YALE UNIVERSITY, UNIVERSITY OF SOUTHERN CALIFORNIA, SMITH COLLEGE, TEXAS CHRISTIAN UNIVERSITY, NEW YORK UNIVERSITY AND SOUTHERN METHODIST UNIVERSITY AND WHO WERE OFFERED $2.9 MILLION IN SCHOLARSHIPS. AMONG THE GRADUATES WERE A NATIONAL MERIT SCHOLAR AND A BOETCHER SCHOLARSHIP.IN ADDITION, THE SCHOOL OWNED AND OPERATED A SUMMER CAMP IN 2010 THAT OFFERED INSTRUCTION AND ACTIVITIES IN MUSIC, SPORTS, ACADEMICS, ART, DRAMA, TECHNOLOGY, ENGINEERING AND SCIENCE FOR 1,818 BOYS AND GIRLS. 13640184 1796135 11991917 THE ALEXANDER DAWSON SCHOOL IN LAS VEGAS, NEVADA, A $37.8 MILLION FACILITY BUILT BY THE ALEXANDER DAWSON FOUNDATION IN 2000, PROVIDES A RIGOROUS, COLLEGE PREPARATORY EDUCATIONAL PROGRAM THAT CHALLENGES 595 STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE 8 TO ACHIEVE EXCELLENCE IN MIND, BODY, AND CHARACTER.DURING THE 2010-2011 SCHOOL YEAR, THE SCHOOL PROVIDED $1,796,135 IN FINANCIAL AID TO 131 DESERVING AND TALENTED STUDENTS WHO OTHERWISE WOULD NOT HAVE BEEN ABLE TO AFFORD A DAWSON EDUCATION.IN JUNE 2011, THE SCHOOL GRADUATED 59 EIGHTH-GRADERS, WHO HAVE GONE ON TO ATTEND LOCAL PUBLIC AND INDEPENDENT HIGH SCHOOLS AS WELL AS SUCH BOARDING SCHOOLS AS BLAIR ACADEMY, CATE SCHOOL, THE MASTERS SCHOOL, PHILLIPS EXETER ACADEMY, ST. PAUL'S SCHOOL, STEVENSON SCHOOL, TABOR ACADEMY, AND THE WEBB SCHOOLS. 892481 THE CENTER FOR EXCELLENCE IN TEACHING AND LEARNING PROVIDES AND SUPPORTS EDUCATIONAL PROGRAMS FOR HIGH ACHIEVING PUBLIC SCHOOL STUDENTS. IN 2010-2011, WE SERVED 914 STUDENTS FROM OVER 70 DIFFERENT SCHOOLS IN BOTH COLORADO AND NEVADA. BEGINNING IN MIDDLE SCHOOL, STUDENTS ARE ENGAGED THROUGH A FIVE-YEAR SEQUENCE OF PROGRAMS THAT INCLUDE: 5-WEEK THEMATIC SUMMER RESEARCH, 2-WEEK SUMMER LEADERSHIP AND PROGRAM DEVELOPMENT, COMMUNITY SERVICE, ADVANCED STUDY AT UNLV, AND ACADEMIC ADVISORY SUPPORT.IN ADDITION TO DIRECT SERVICES TO STUDENTS, THE CENTER FOR EXCELLENCE IN TEACHING AND LEARNING CONTINUES TO CONDUCT RESEARCH IN THE AREA OF K-12 INSTRUCTION OF DATA VISUALIZATION. IN A FORMAL EXTERNAL EVALUATION, OUR PROGRAMS WERE SHOWN TO PRODUCE SIGNIFICANT GROWTH IN SCIENCE ACHIEVEMENT, ABSTRACT REASONING, CONVERGENT THINKING, AND DIVERGENT THINKING. STUDENT INITIATED PROJECTS NOW INVOLVE A PUBLIC HEALTH PROGRAM THAT HAS BEEN INTRODUCED TO CCSD ELEMENTARY SCHOOLS, CURRICULUM AND GRANTS TO SCHOOLS FOR AN ANTI-DISPOSABLE WATER BOTTLE CAMPAIGN, AND A COLLABORATION WITH CLARK COUNTY'S REGIONAL TRANSPORTATION COMMISSION. 2210 9602858 THE FOUNDATION, A NEVADA CHARITABLE TRUST, WAS ORGANIZED AND IS OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. ITS MISSION IS TO ESTABLISH, OPERATE AND MAINTAIN AN EDUCATIONAL ORGANIZATION THAT PROVIDES STUDENTS WITH THE HIGHEST QUALITY ACADEMIC INSTRUCTION. 2210 9602858 24519772 1 1 0 0 0 1 0 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 48 0 1 448 1 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X ALEXANDER DAWSON FOUNDATION 7027337880 4045 S SPENCER ST STE 312 LAS VEGAS NV 89119 MARIO P BORINI 40.00 X X 0 356800 0 OSWALD GUTSCHE 40.00 X X X 0 365130 64934 JOHN D O'BRIEN 40.00 X X 0 364622 0 FARROW J SMITH 10.00 X X 0 122676 0 JOSEPH C BORINI 40.00 X X X 0 332481 56348 MICHAEL IMPERI 40.00 X 207589 0 24340 BRIAN JOHNSON 40.00 X 217437 0 21557 JANET ISHKANIAN 40.00 X 113301 0 14365 AMY WILES 40.00 X 123958 0 14586 LAMAR K CLOUD 40.00 X 161673 0 16117 823958 1541709 212247 5 0 1 0 0 121992 1369990 1491982 TUITION & FEES 541900 20348552 20348552 20348552 2778568 2778568 25875 25875 25875 25875 3715649 14500 126130 3589519 14500 3604019 3604019 374962 121992 156561 218401 218401 INCOME FROM PARTNERSHI 900003 3256506 3256506 OTHER PROGRAM FEES 900099 1142742 1142742 LITIGATION PROCEEDS 900099 43171 43171 4442419 32909816 21491294 0 9926540 2728204 2728204 10717941 8789022 1928919 461347 377921 83426 941201 744189 197012 5982354 5982354 1840739 534998 1305741 225856 225856 1734830 327681 1407149 501898 159290 342608 5678 5678 465877 196881 268996 3518983 3518983 2303045 2303045 1316665 914969 401696 SCHOOL EXPENSES 1319941 1317285 2656 REPAIRS AND MAINTENANCE 993638 968937 24701 FOOD 899134 899134 TELEPHONE & UTILITIES 754795 677704 77091 BAD DEBT EXPENSE 640499 640499 615239 61529 397149 156561 37967864 24519772 13291531 156561 3661507 5809567 783000 708094 314111 76903 71092622 30775109 42387118 40317513 63794792 74898313 94167448 94794431 11506742 9011452 216614718 225616273 4441171 2273533 54755661 55253335 10777255 10855957 69974087 68382825 X 145267683 155542960 73598 65788 1299350 1624700 146640631 157233448 216614718 225616273 X -5058048 15650864 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1 0 48.00 1440 1299350 285495 56601 16745 1624701 1.00000 0 0 9229285 9229285 56640251 30775109 25865142 5223086 5223086 40317513 ALEX. DAWSON, INC. COMMON STK 32429194 F INVESTMENT IN LIMITED P/S 4758961 F MARKETABLE SECURITIES 9884136 F INVESTMENTS FOR CAPITAL CAMPAIGN 65788 F INVESTMENTS FOR PPRRSM 3173260 F ALTERNATIVE INVESTMENTS 24400180 F ENDOWMENT RESERVE 555176 F GOVERNMENT SECURITIES 15500663 F REAL ESTATE 4027073 F 94794431 STUDENT DEPOSITS 9527947 INTEREST EXPENSE PAYABLE 550935 DEBT SERVICE AGREEMENT 777075 10855957 32909816 37967864 -5058048 15372170 278694 15650864 10592816 32909816 0 32909816 0 32909816 37967864 0 37967864 0 37967864 EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: PART II, LINE 3: LAND ON BALANCE SHEET - NO FOOTNOTE DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ENDOWMENT IS THE DONALD B. OZMUN SCHOLARSHIP FOR PERSONAL EXCELLENCE. THE DONOR CONTRIBUTED $250,000 FOR THE PURPOSE OF ENDOWING A SCHOLARSHIP TO ONE STUDENT AT THE ALEXANDER DAWSON SCHOOL IN LAS VEGAS. THE SCHOLARSHIP ALLOWS ONE STUDENT TO ATTEND THE SCHOOL EACH ACADEMIC YEAR. THE CHILD SHALL BE A CHILD OF AN EMPLOYEE OF THE POLICE, PARAMEDIC OR FIRE DEPARTMENT OF LAS VEGAS OR ITS SURROUNDING COMMUNITIES. THE FUND WILL SATISFY THE COST OF TUITION PLUS UP TO $500 FOR UNIFORMS, BOOKS, ETC. IT IS EXPECTED THAT THE FUND CREATE SUFFICIENT INCOME TO SATISFY THE ANNUAL COMMITMENT AND THE PRINCIPAL OF THE FUND WILL BE PRESERVED TO ALLOW THE SCHOLARSHIP TO BE FUNDED IN PERPETUITY. THE DAWSON ENDOWMENT WILL ALLOW DAWSON TO RELY ON THE ANNUAL INCOME FROM PERMANENTLY INVESTED FUNDS, RELIEVING PRESSURE ON TUITION AND THE DAWSON ANNUAL FUND. TO BE COMPETITIVE WITH THE LEADING COLLEGE PREPARATORY SCHOOLS, DAWSON MUST: -CONTINUE TO CREATE INNOVATIVE PROGRAMS -ATTRACT EXCEPTIONAL, MOTIVATED AND NATURALLY CURIOUS STUDENTS, REGARDLESS OF FINANCIAL NEED, AND -RECRUIT, REWARD, AND RETAIN THE MOST TALENTED AND EXPERIENCED TEACHERS. FUNDS CONTRIBUTED TO THE ENDOWMENT CAMPAIGN WILL GIVE DAWSON THE RESOURCES TO ENSURE FACULTY, STAFF AND ACADEMIC EXCELLENCE. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN TEMPORARY AND PERMANENTLY RESTRICTED NET ASSETS 278,694. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 GALA 229245 64910 164335 3000 0 10858 31809 AUCTION 114589 23882 90707 0 0 800 25327 8 153120 33200 119920 640 500 3750 79877 496954 121992 374962 3640 500 15408 137013 156561 218401 1 FINANCIAL AID - COLORADO 66 932069 FMV FINANCIAL AID IS OFFERED BASED UPON PROVEN NEED AND AVAILABLE FUNDS. THE SCHOOLS UTILIZE A STANDARD SUBMISSION FORMAT FOR ALL FINANCIAL AID APPLICATIONS. THE SERVICE PROVIDES A NEED-BASED FINANCIAL ANALYSIS SERVICE WHICH INCLUDES A RECOMMENDATION OF WHAT A FAMILY SHOULD REASONABLY CONTRIBUTE TOWARD TUITION. RESULTS ARE REVIEWED BY THE FINANCIAL AID COMMITTEE WHICH MAKES RECOMMENDATIONS BASED ON THE YEAR'S BUDGET. UPON APPROVAL, FINANCIAL AID OFFERS ARE EXTENDED TO THE FAMILIES. FINANCIAL AID - LAS VEGAS 131 1796135 FMV FINANCIAL AID IS OFFERED BASED UPON PROVEN NEED AND AVAILABLE FUNDS. THE SCHOOLS UTILIZE A STANDARD SUBMISSION FORMAT FOR ALL FINANCIAL AID APPLICATIONS. THE SERVICE PROVIDES A NEED-BASED FINANCIAL ANALYSIS SERVICE WHICH INCLUDES A RECOMMENDATION OF WHAT A FAMILY SHOULD REASONABLY CONTRIBUTE TOWARD TUITION. RESULTS ARE REVIEWED BY THE FINANCIAL AID COMMITTEE WHICH MAKES RECOMMENDATIONS BASED ON THE YEAR'S BUDGET. UPON APPROVAL, FINANCIAL AID OFFERS ARE EXTENDED TO THE FAMILIES. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 MARIO P BORINI 0 356800 0 0 0 0 0 0 0 0 0 356800 0 0 OSWALD GUTSCHE 0 343130 0 0 0 22000 0 0 0 64934 0 430064 0 0 JOHN D O'BRIEN 0 364622 0 0 0 0 0 0 0 0 0 364622 0 0 JOSEPH C BORINI 0 315981 0 0 0 16500 0 0 0 56348 0 388829 0 0 MICHAEL IMPERI 200189 0 0 0 7400 0 0 0 24340 0 231929 0 0 0 BRIAN JOHNSON 200937 0 0 0 16500 0 0 0 21557 0 238994 0 0 0 LAMAR K CLOUD 158123 0 0 0 3550 0 0 0 16117 0 177790 0 0 0 CLARK COUNTY NEVADA ECONOMIC DEVELOPMENT 886000028 180858AS1 2003-10-01 8720000 FINANCE COSTS OF EXPANSION AND RENOVATION OF EXISTING SCHOOL BUILDINGS 0 0 0 CLARK COUNTY NEVADA ECONOMIC DEVELOPMENT 886000028 180858AV4 2006-07-01 7865000 ADVANCE REFUND OF THE COUNTY'S OUTSTANDING ECONOMIC DEVELOPMENT BONDS 0 0 0 CLARK COUNTY NEVADA ECONOMIC DEVELOPMENT 886000028 180858AU6 2006-07-01 24820000 ADVANCE REFUND OF THE COUNTY'S OUTSTANDING ECONOMIC DEVELOPMENT BONDS 0 0 0 COLORADO EDUCATION AND CULTURAL FACILITIES AUTHORITY 840896727 196458BD4 1999-02-15 15055000 FINANCE COST OF CERTAIN ADDITIONS, IMPROVEMENTS, RENOVATIONS & EQUIPMENT 0 0 0 8378472 341528 8720000 2004 0 0 0 0 7879781 -14781 7865000 2009 0 0 0 0 24866644 -46644 24820000 2009 0 0 0 0 15055000 2001 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COLORADO EDUCATION AND CULTURAL FACILITIES AUTHORITY 840896727 19645RMF8 2010-10-01 6930000 FINANCE COST OF CERTAIN ADDITIONS 0 0 0 COLORADO EDUCATION AND CULTURAL FACILITIES AUTHORITY 840896727 19645PMF5 2010-10-01 8780000 FINANCE COST OF CERTAIN ADDITIONS 0 0 0 6859243 71842 6930000 -1085 2001 0 0 0 0 8690353 91021 8780000 -1374 2001 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 LAMAR K CLOUD X 18000 2664 0 1 1 2664 X 2 59447 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MARIO BORINI, TRUSTEE AND JOSEPH BORINI, TRUSTEE - "FAMILY RELATIONSHIP" FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PREPARED FROM DATA GENERATED FROM THE AUDIT AND WITH ADDITIONAL INFORMATION PROVIDED BY THE ORGANIZATION. THE CONTROLLER AND CHAIRMAN REVIEW THE RETURN PREPARED BY THE TAX FIRM PRIOR TO FILING. COPIES OF THE FILED RETURN ARE MADE AVAILABLE TO THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND UPDATED ANNUALLY. THE ADMINISTRATORS ADDRESS ANY ISSUES AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 DETERMINING COMPENSATION FOLLOWS A STUDY OF COMPARABLE DATA, COST OF LIVING, AND OTHER DATA. COMPENSATION IS A LARGE COMPONENT OF THE BUDGETING PROCESS AND IS DISCUSSED IN COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST ONLY. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 15,372,170. CHANGE IN TEMPORARY AND PERMANENTLY RESTRICTED NET ASSETS 278,694. TOTAL TO FORM 990, PART XI, LINE 5: 15,650,864. 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