2011-04-04T13:14:42-05:00 2010-06-30 BLACKMAN KALLICK LLP 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2009-07-01 366095133 CHICAGO WALDORF SCHOOL CHIC 7734652662 1300 WEST LOYOLA AVENUE CHICAGO IL 60626 CYNTHIA JOHO 7734652662 2011-03-28 1 LU ANN TRAPP 3122071040 2011-03-28 2009 2016-02-24 21:20:13Z CYNTHIA JOHO 1300 WEST LOYOLA AVENUE CHICAGO IL 60626 5982322 0 X WWW.CHICAGOWALDORF.ORG X 1959 IL PROVIDE AND PROMOTE WALDORF EDUCATION FROM PRE-SCHOOL THRU TWELFTH GRADE. 16 12 106 350 0 0 272871 198139 5112840 5331105 -711 2560 125420 61948 5510420 5593752 1554172 0 3230445 2294668 0 7500 2455448 1387286 5685893 5236126 -175473 357626 1517813 1703331 1380691 1208014 137122 495317 PROMOTION OF WALDORF EDUCATION FROM PRE-SCHOOL THRU THE TWELFTH GRADE AND OPERATION OF PROMOTIONAL ACTIVITIES IN THE GREATER COMMUNITY. 0 0 4600652 5279059 EDUCATIONAL PROGRAM AND SCHOOL CONSISTING OF APPROX. 400 STUDENTS, GRADES PRE-SCHOOL THROUGH TWELFTH GRADE. 4600652 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 106 1 0 0 0 0 0 0 0 0 0 16 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LEUKOS GOODWIN & LINDA ABRAMS 7734652662 1300 W LOYOLA CHICAGO IL 60626 Cynthia Joho 20.00 X X 0 0 0 Susanne Reade 5.00 X X 0 0 0 Joseph Ferguson 5.00 X X 0 0 0 Amy Kahn 20.00 X X 0 0 0 Leukos Goodwin 60.00 X X 63500 0 15647 Carol Triggiano 60.00 X 46800 0 3800 Damian Jones 5.00 X 0 0 0 Jim Kotz 50.00 X 37800 0 0 Judy Lubin 5.00 X 0 0 0 John Trevillion 50.00 X 45300 0 3800 Renee Wright 5.00 X 0 0 0 Michael Motyka 5.00 X 0 0 0 Clifton Muhammad 5.00 X 0 0 0 Robert Wild 5.00 X 0 0 0 KEVIN ROONEY 5.00 X 0 0 0 SYLVIE DESOUCHES 5.00 X 0 0 0 193400 0 23247 0 0 0 0 0 2993 195146 198139 TUITION & FEES 611710 5279059 5279059 MISC INCOME 900099 52046 52046 5331105 2786 2786 2900 2900 2900 2900 7004 7230 -226 -226 -226 64676 2993 24359 40317 40317 375712 356981 18731 18731 5593752 5349836 0 45777 1554172 1554172 79147 63318 15829 1898225 1519857 378368 178672 127311 51361 138624 110899 27725 15992 15992 8200 8200 59138 59138 179158 89579 89579 53982 53982 475353 434433 40920 36539 36539 63764 63764 138573 138573 46302 46302 OTHER EXPENSES 183425 183425 REPAIRS AND MAINTENANCE 114684 114684 DEVELOPMENT EXPENSES 12176 4676 7500 5236126 4600652 627974 7500 27588 218675 120741 143341 7734 6554 84188 170013 29034 7365 9391 2233858 1078501 1241163 1155357 1517813 1703331 161764 97597 148667 289430 777832 820987 292428 1380691 1208014 X 16381 355903 0 5105 120741 134309 137122 495317 1517813 1703331 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120741 13568 5105 0 0 0 139414 110679 8419 1649 0 0 0 120741 0.00000 0.96300 0.03700 0 0 137000 137000 812115 101514 710601 339105 165481 173624 945638 811506 134132 1155357 5593752 5236126 357626 2545 -1976 569 358195 5596297 2545 2545 5593752 0 5593752 5238102 1976 1976 5236126 0 5236126 Part V, Line 4: Description of Intended Use of Endowment Funds: FOR THE 2009 TAX YEAR, THE SCHOOL HAD THREE ENDOWMENT FUNDS: (1) THE VICTOR AND DINAH LAZAR FUND IS SPECIALLY DESIGNATED TO OFFSET TUITION ADJUSTMENTS (FINANCIAL AID); (2) THE ELIZABETH LAUDER EARLY ENDOWMENT FUND, WHICH IS DESIGNATED FOR USE FOR SUPPORT AND EXPENSES OF THE HIGH SCHOOL WOMEN'S BASKETBALL TEAM; (3) THE RUSCITTI ENDOWMENT FUND, WHICH IS DEDICATED FOR THE USE IN SUPPORT OF THE SCHOOL'S ATHLETIC PROGRAM. Part X: Description of Uncertain Tax Positions Under FIN 48: The School's adoption of the Income Tax Topic regarding uncertain tax positions of GAAPUSA on July 1, 2009 had no effect on its financial position as management believes the School has no material unrecognized income tax benefits, including any potential risk of loss of its not-for-profit tax status. The School would account for any potential interest or penalties related to possible future liabilities for unrecognized income tax benefits as income tax expense. The School is no longer subject to examination by federal, state or local tax authorities for periods before 2007. Prior to adoption of the Income Tax Topic, the School accounted for tax positions under a contingent loss model, requiring recognition of a tax liability when it was both (1) probable that it had been incurred as of year-end and (2) the amount could be reasonably estimated. Part XI, Line 8 - Other Adjustments: LOSS FROM DISCONTINUED OPERATIONS: -1976. Part XIII, Line 2d - Other Adjustments: LOSS FROM DISCONTINUED OPERATIONS: 1976. 1 1 1 BROCHURE STATES: "AN INDEPENDENT CENTER OF QUALITY EDUCATION FOR CHILDREN OF ALL RACES AND CREEDS." 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 HOLIDAY FAIR 46794 2993 43801 15084 MAY FAIR 20875 20875 9275 67669 2993 64676 24359 24359 40317 1 SCHOLARSHIPS 138 919306 FMV REDUCED TUITION TUITION REMISSION 30 395502 FMV REDUCED TUITION SIBLING DISCOUNTS 87 239364 FMV REDUCED TUITION Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: A FACULTY & STAFF TUITION ADJUSTMENT COMMITTEE, USING FINANCIAL DATA FROM AN OBJECTIVE OUTSIDE SOURCE, AWARDS ALL FINANCIAL AID AND SCHOLARSHIPS. Form 990, Part VI, Section A, line 4 The organization revised its Board of Trustees By-laws to reflect Independent School Association of Central States (ISACS) accreditation requirements. The revisions are in regard to the hire, evaluation and fire of the Administrative Director. The Board of Trustees, in collaboration with the College of Teachers, is responsible for the hire, evaluation, and fire of the Administrative Director. Form 990, Part VI, Section B, line 11 The board retains the services of an independent CPA firm to prepare the organization's Form 990. Management reviews the completed Form 990 and provides a full copy to all voting members of the governing body prior to filing. The governing body is provided a reasonable amount of time to review the return and ask questions directly to organization management or the contact at the independent CPA firm prior to filing. A meeting is scheduled for the CPA firm and organization management to discuss the Form 990 with the governing body or their designated committee. Form 990, Part VI, Section B, line 12c MEETINGS ARE HELD REGULARLY AND THE CONFLICT OF INTEREST POLICY IS DISCUSSED AND ENFORCED. Form 990, Part VI, Section B, line 15 The Board of Trustees is responsible for the evaluation review and compensation setting of the Administrative Director. Form 990, Part VI, Section C, line 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE SCHOOL'S ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR INSPECTION OR COPYING UPON REQUEST. THE INFORMATION COMPRISING THE FINANCIAL STATEMENT IS ALSO PUBLISHED IN THE SCHOOL'S ANNUAL REPORT WHICH IS DISTRIBUTED BY MAILING AND LINKED TO THE SCHOOL'S WEBSITE.