2011-05-12T12:56:10-05:00 2010-06-30 RSM MCGLADREY INC 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2009-07-01 520591631 ROLAND PARK COUNTRY SCHOOL INC ROLA 4103235500 5204 ROLAND AVENUE BALTIMORE MD 21210 DUNCAN BOOTH 4103235500 2011-05-11 1 JULIA FLANNERY 4102469300 2009 2016-02-24 21:20:13Z JEAN WALLER BRUNE 5204 ROLAND AVENUE BALTIMORE MD 21210 48542823 0 X www.rpcs.org X 1908 MD COLLEGE PREP SCHOOL DEDICATED TO THE INTELLECTUAL, AESTHETIC, PHYSICAL AND MORAL DEVELOPMENT OF APPROX. 700 GIRLS, GRADES K-12. 36 36 292 540 0 0 1896085 2109068 15782123 15949318 -36745 3108028 207666 266893 17849129 21433307 2465088 2611723 0 11664620 12034474 27500 10000 743874 6568736 6972404 20725944 21628601 -2876815 -195294 85898995 88900845 21284622 22609625 64614373 66291220 Roland Park Country School, a college preparatory school for girls, is dedicated to the intellectual, aesthetic, physical and moral development of its students. While maintaining high academic standards, the school upholds tradition and promotes innovation. The school encourages self-discipline, independence of thought, tenacity of purpose, creativity, and spiritual well-being. It also fosters personal integrity, respect for others, an appreciation of diversity, and a cooperative, resilient spirit.Roland Park Country School values the friendly atmosphere of mutual trust inherent in an inclusive community. The school strives to instill in its students a lifelong love of learning as well as the motivation to look within and beyond themselves in order that they become responsible, contributing members and leaders of their communities. 0 0 16838649 2611723 15586180 Education- Roland Park Country School states in its philosophy that the school strives to instill in its students a lifelong love of learning as well as the motivation to look within and beyond themselves in order that they become responsible, contributing members of college and community life. 179268 363138 External Programs - These external programs enrich the school community and reinforce the belief that learning takes place both within and beyond the classroom. 17017917 1 1 0 0 0 1 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 1 0 0 0 1 0 0 0 0 1 0 0 0 1 57 0 1 292 1 0 0 0 0 0 0 0 0 0 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MD X duncan booth 4103235500 5204 ROLAND AVENUE BALTIMORE MD 21210 Roszel C Thomsen 2.00 X X 0 0 0 catherine Passano MCDONNELL 2.00 X X 0 0 0 NEETU DHAWAN-GRAY 2.00 X X 0 0 0 RICHARD W SUNDERLAND JR 2.00 X X 0 0 0 EILEEN TALUCCI ALBAN 2.00 X 0 0 0 J JOSEPH CREDIT 2.00 X 0 0 0 FRED C C CROZIER 2.00 X 0 0 0 SUSIE N CHUNG 2.00 X 0 0 0 carol dixon croxton 2.00 X 0 0 0 ANN O DANIELS 2.00 X 0 0 0 NANCY E DWYER 2.00 X 0 0 0 JANE SUSEMIHL GRIFFIN 2.00 X X 0 0 0 DOROTHY HAMILL 2.00 X 0 0 0 VICTORIA A KUMMER 2.00 X 0 0 0 JAY L LENROW 2.00 X 0 0 0 SUSAN J MATHIAS 2.00 X 0 0 0 CATHERINE HUETHER MCCLELLAND 2.00 X 0 0 0 William C Holly 2.00 X 0 0 0 ELIZABETH R MINKIN 2.00 X 0 0 0 cARL G OSTERMAN 2.00 X 0 0 0 Bryn Parchman 2.00 X 0 0 0 AMELIA M POGGI 2.00 X 0 0 0 Douglas S RAMER 2.00 X 0 0 0 Janet Meyer reynolds 2.00 X 0 0 0 robert E STATKIEWICZ 2.00 X 0 0 0 Terrence D taylor 2.00 X 0 0 0 GRACE APPLEFELD 2.00 X 0 0 0 SARA HACKNEY BARLEY 2.00 X 0 0 0 BARRY L GARBER 2.00 X 0 0 0 MAURICE L HAYWOOD 2.00 X 0 0 0 MIMI ROEDER VAUGHAN 2.00 X 0 0 0 Laurie McCulloch Fisher 2.00 X 0 0 0 CLARICE AJ WOOD 2.00 X 0 0 0 ELLEN R FISH 2.00 X 0 0 0 ELISE D MORRIS 2.00 X 0 0 0 MARTIN P WELCH 2.00 X 0 0 0 JEAN WALLER BRUNE 40.00 X 287441 0 49121 DUNCAN BOOTH 40.00 X 119327 0 17709 JOAN F SMITH 40.00 X 117577 0 12622 EVELYN ZINK 40.00 X 123968 0 10881 BRIAN HOYT 40.00 X 109103 0 12248 PHYLLIS TRIPP 40.00 X 110979 0 12417 Carla M Spawn-vanBerkum 40.00 X 109615 0 11670 978010 0 126668 7 0 1 0 ROY KIRBY & SONS INC 1421 CLARKVIEW ROAD SUITE 130 BALTIMORE MD 21209 CONSTRUCTION 279452 MOST INC 7203 BELAIR ROAD BALTIMORE MD 21214 BUILDING MAINTENANCE 244072 CHRISTAR INCORPORATED 50 W PRATT STREET BALTIMORE MD 21201 JANITORIAL SERVICE 235315 CASTERBRIDGE TOURS 32 NORTH AUGUSTA STREET STAUNTON VA 24401 EDUCATIONAL TOURS/TRAVEL 139630 4 2109068 274842 2109068 TUITION 611600 15390386 15390386 EXTERNAL PROGRAM 611600 363138 363138 ADMISSION & appl. fees 611600 143486 143486 LAPTOP & testing fees 611600 29828 29828 STUDENT SUPPORT 611600 15526 15526 6954 6954 15949318 1262416 1262416 136117 136117 136117 136117 28740197 26894585 1845612 1845612 1845612 71901 24752 47149 47149 273806 190179 83627 83627 21433307 15949318 0 3374921 2611723 2611723 486172 391753 65931 28488 9475417 7675088 1231804 568525 465621 363184 79156 23281 868566 677482 147656 43428 738698 598345 96031 44322 10000 10000 181280 181280 321719 321719 35877 35877 1188912 719291 444072 25549 196330 177283 19047 929053 929053 300427 256235 44192 147322 132152 14889 281 1039874 1039874 2055396 2055396 99233 75547 23686 MISCELLANEOUS 240838 89462 151376 EXTERNAL PROGRAMS 179268 179268 Dues & Subscriptions 56875 50778 6097 21628601 17017917 3866810 743874 2400 3450 2063256 2244440 6032357 3496308 340962 420236 76981 80890 334908 186250 50684721 18201290 34133321 32483431 41642847 48744107 244898 259096 1027065 982637 85898995 88900845 1019370 1064303 1620448 1832438 17400000 17400000 1244804 2312884 21284622 22609625 X 49058567 52667763 8628857 6471051 6926949 7152406 64614373 66291220 85898995 88900845 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 1 5.00 1 1 109.00 12840 1 38897712 472049 5884076 1899672 43354165 47450383 29083 -6876348 1705406 38897712 0.78510 0.16500 0.04990 0 0 653666 653666 37669150 12442221 25226929 5956271 771512 5184759 6362634 4987557 1375077 43000 43000 32483431 DEFERRED COMPENSATION 224311 INTEREST RATE SWAP 2088573 2312884 21433307 21628601 -195294 2965561 -1093420 1872141 1676847 21822075 2965561 24752 2990313 18831762 181280 2420265 2601545 21433307 20145228 1308351 1308351 18836877 181280 2610444 2791724 21628601 Part II, Line 9: Description of How Organization Reports Conservation Easements: ROLAND PARK COUNTRY SCHOOL reports conservation easements EXPENSES as Either an Instructional expense if curriculum based or Plant EXPENSE if A general expense. Part V, Line 4: Description of Intended Use of Endowment Funds: The Endowment Fund is intended to support desired spending and to cover operating expenses. Part X: Description of Uncertain Tax Positions Under FIN 48: The School follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the School may recognize the tax benefit from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management has evaluated the School's tax positions and has concluded that the School has taken no uncertain tax positions that require disclosure. With few exceptions, the School is no longer subject to income tax examinations by the U.S. federal, state or local authorities for years before 2006. Part XI, Line 8 - Other Adjustments: change in investment in subsidiary: 0. INTEREST RATE SWAP: -1093420. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON FORM 990: 24752. Part XII, Line 4b - Other Adjustments: FINANCIAL AID NETTED AGAINST TUITION ON THE FINANCIAL STATEMENT: 2610444. bookstore expenses netted on line 10b: -190179. Part XIII, Line 2d - Other Adjustments: bookstore expenses netted on line 10b: 190179. INTEREST RATE SWAP: 1093420. SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON FORM 990: 24752. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID NETTED AGAINST TUITION ON THE FINANCIAL STATEMENT: 2610444. 1 1 1 ROLAND PARK COUNTRY SCHOOL SEEKS AN ABLE AND DIVERSE STUDENT BODY. EACH APPLICANT IS EVALUATED ON THE STRENGTH OF HER INTELLECTUAL CURIOSITY, READINESS, ACADEMIC ACHIEVEMENT AND PERSONAL QUALITIES OF INTEGRITY CITIZENSHIP, AND RESPONSIBILITY. THE SCHOOL WELCOMES APPLICANTS OF ALL RACES, RELIGIONS, AND NATIONAL ETHNIC ORIGINS. THE BOARD IS COMMITTED TO AN ACTIVE, ON-GOING EFFORT TO ATTRACT, WELCOME, AND SUPPORT A DIVERSE COMMUNITY OF TALENTED STUDENTS, FACULTY, ADMINISTRATORS, STAFF AND BOARD MEMBERS. THE BOARD IS CONVINCED THAT ALL MEMBERS OF THE RPCS COMMUNITY WILL BENEFIT GREATLY FROM SUCH AN ENRICHED ENVIRONMENT, AND ONE WHICH CONTINUALLY PROMOTES RACIAL AND CULTURAL DIGNITY. THE BOARD STRONGLY SUPPORTS THE WORK OF THE ADMINISTRATION AND FACULTY IN THEIR CONTINUING EFFORTS TO DEVELOP AND IMPLEMENT A TRULY INCLUSIVE CURRICULUM WITHIN A RIGOROUS ACADEMIC PROGRAM, ONE THAT ENCOMPASSES RACIAL, ETHNIC, reLIGiOUS, CULTURAL, SOCIAL, ECONOMIC, AND GENDER PERSPECTIVES. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 CHRISTMAS FAIR 32072 32072 610 11709 GOLF TOURNAMENT 19253 19253 1440 3506 20576 20576 150 7337 71901 71901 2200 22552 24752 47149 1 Grants & Scholarships, Class of 2022 17 217940 Grants & Scholarships, Class of 2021 10 159890 Grants & Scholarships, Class of 2020 13 182390 Grants & Scholarships, Class of 2019 13 158550 Grants & Scholarships, Class of 2018 13 155490 Grants & Scholarships, Class of 2017 17 214850 Grants & Scholarships, Class of 2016 21 263505 Grants & Scholarships, Class of 2015 9 101390 Grants & Scholarships, Class of 2014 17 196830 Grants & Scholarships, Class of 2013 20 218890 Grants & Scholarships, Class of 2012 14 205230 Grants & Scholarships, Class of 2011 15 222455 GRANTS & SCHOLARSHIPS-CLASS OF 2010 21 210300 Financial Assistance-Senior Work Grants 6 2500 Financial Assistance-Laptop Computers 19 18919 Financial Assistance- Books 117 23271 Financial Assistance- Other 9 59323 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE FINANCIAL ASSISTANCE POLICY IS SET BY THE BOARD OF TRUSTEES. IT IS CONSISTENT WITH THE GUIDELINES ESTABLISHED BY THE ASSOCIATION OF INDEPENDENT SCHOOLS (AIMS) AND THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS). THE UNDERLYING ASSUMPTION OF THESE GUIDELINES IS THAT PARENTS HAVE AN OBLIGATION TO FINANCE THEIR CHILDREN'S EDUCATION TO THE EXTENT THAT THEY ARE ABLE. FINANCIAL ASSISTANCE WILL NOT EXCEED THE AMOUNT NEEDED TO MEET THE DIFFERENCE BETWEEN PARental RESOURCES AND THE STUDENTS EDUCATIONAL EXPENSES. ALL GRANTS AND STUDENT LOANS ARE BASED ON DOCUMENTED NEED. PARENTS OF FINANCIAL ASSISTANCE APPLICANTS ARE REQUIRED TO SUBMIT A PARENT'S FINANCIAL STATEMENT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) IN PRINCETON, NEW JERSEY; A COPY OF WHICH MUST BE SENT TO THE SCHOOL. IN ADDITION, A COPY OF THE MOST RECENT FEDERAL INCOME TAX RETURN AND A SUPPLEMENTARY FINANCIAL ASSISTANCE FORM MUST BE SUBMITTED TO THE FINANCIAL ASSISTANCE OFFICE. THE REPORT OF FINANCIAL NEED FROM THE SSS IS AN ANALYSIS OF NEED AND THE ABILITY OF THE PARENTS TO CONTRIBUTE TO EDUCATIONAL EXPENSES. THE FINANCIAL ASSISTANCE COMMITTEE MAKES DECISIONS ON THE AMOUNT OF ALL GRANTS AND STUDENT LOANS. X X 1 1 X X 0 0 0 0 0 0 0 0 0 JEAN WALLER BRUNE 227441 0 60000 0 0 0 15250 0 34819 0 337510 0 0 0 Part I, Line 1a these benefits are received by the head of school. They are not included in as taxable compensation. Part I, Line 1b These compensation items were written in the Head of School's contract. Maryland Health and Higher Educational Facilities Authority 520936091 NONEavail 2009-10-07 17400000 SEE SCHEDULE O 0 0 17400000 1 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 1 1 SUNTRUST BANK 27.700000000000 0 0 1 FINANCIAL AID 14000 X 28 274842 Median given by broker 0 1 0 Form 990, Part VI, Section B, line 11 The Form 990 was reviewed by select management and members of the Board of Trustees. The 990 was provided to all board members before it was filed with the IRS. Form 990, Part VI, Section B, line 12c The conflict of interest policy is included in the Trustee Handbook that is annually distributed to the board of trustees. trustees may not participate in any decision, review, or evaluation in which that person has a financial interest of any kind, whether disclosed or undisclosed. Trustees may not participate in any decision, review, or evaluation in which they have a personAL interest, unless that interest has been disclosed and it has been concluded by the Board that the involvement of that person will not render any subsequent decision subject to an appearance of impropriety, lack of objectivty, or undue influence. Form 990, Part VI, Section B, line 15 The Human Resources Committee of the Board of Trustees reviews comparable salary data, and then makes a recommendation for salary increases to the Finance Committee. The Finance Committee evaluates the economics of the School and makes a recommendation to the Board of Trustees about the availability of funds to increase the salary pool. Form 990, Part VI, Section C, line 19 The organization makes its organizing documents available to the public upon request. SCHEDULE K, PART I, A(F): DESCRIPTION OF PURPOSE THE PURPOSE WAS TO REFUND (A) MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, RPCS ISSUE, SERIES 2001, ISSUED 6/7/01 AND (B) MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, RPCS ISSUE, SERIES 2001 (SECOND DELIVERY), ISSUED 9/26/07. Roland-Northern Bride Company Inc 5407 Roland Avenue Baltimore MD 21210 300088452 Building and Maintenance of Pedestrian Bridge MD 501(c)(3) 11A-i N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0