2011-12-12T12:29:34-07:00 2011-06-30 990 2010-07-01 951909237 DUNN SCHOOL DUNN 8056886471 PO BOX 98 LOS OLIVOS CA 93441 Chad Stacy 8056886471 2011-10-21 2010 2016-02-24 21:20:13Z and DUNN MIDDLE SCHOOL MIKE BECK PO BOX 98 LOS OLIVOS CA 93441 8955893 0 X WWW.DUNNSCHOOL.ORG X 1957 CA The mission of the Dunn School community is to educate the whole student to his or her fullest potential in preparation for a life of learning and responsible leadership in society. The school accomplishes this mission by operating a 6-12th grade day and boarding school, which prepares students for a rigorous college curriculum. 17 17 184 50 0 0 1228090 1006957 7163254 7844914 37582 44206 40440 6307 8469366 8902384 724162 977755 0 0 4451958 4468537 0 0 280694 2830200 3021540 8006320 8467832 463046 434552 11622085 11916441 6425004 6022507 5197081 5893934 The mission of the Dunn School community is to educate the whole student to his or her fullest potential in preparation for a life of learning and responsible leadership in society. 0 0 5867532 0 0 DUNN SCHOOL PROVIDED COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 104 BOARDING AND 121 DAY STUDENTS DURING THE FISCAL YEAR. 254522 0 0 EVERY SUMMER, DUNN SCHOOL OFFERS A WIDE VARIETY OF ACADEMIC, ENRICHMENT AND RECREATIONAL PROGRAMS FOR BOTH CHILDREN AND ADULTS ON CAMPUS. DUNN'S SUMMER PROGRAMS ARE COMMITTED TO: DEVELOPING EACH INDIVIDUAL'S PERSONAL POTENTIAL, BUILDING SELF CONFIDENCE AND CHARACTER, FOSTERING INDIVIDUAL AND COLLECTIVE EXCELLENCE. 977755 0 0 STUDENT SCHOLARSHIPS, NEED BASED FINANCIAL AID AND TUITION REMISSION 0 0 0 7099809 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 10 0 1 184 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CHAD STACY 8056860621 PO BOX 98 LOS OLIVOS CA 93441 BILL DUBOIS 5 X X 0 0 0 MARY BIANCO 1 X 0 0 0 MIKE BOONE 1 X 0 0 0 CYNTHIA BRONFMAN 1 X 0 0 0 JIM DEHLSEN 1 X 0 0 0 MICHAEL DUNN 4 X X 0 0 0 JIM GASKIN 1 X 0 0 0 WES GIBSON 2 X X 0 0 0 JIM LITTLE 1 X 0 0 0 DOUG OTTO 1 X 0 0 0 MARK RAWLINS 1 X 0 0 0 LARRY WORCHELL 1 X 0 0 0 DEAN DAVIDGE 4 X X 0 0 0 DEBBIE JONES 1 X 0 0 0 DAVE NELSON 1 X 0 0 0 BRUCE THACHER 1 X 0 0 0 CHRIS WESSELMAN 1 X 0 0 0 MIKE BECK 60 X X X 165000 0 74598 LEN KADO 60 X X 57567 0 18519 CHAD STACY 60 X X 35022 0 27861 THOMAS HOLMES 60 X 105000 0 47378 362589 0 168356 2 0 1 0 0 0 0 0 0 0 1006957 0 1006957 STUDENT TUITION 611110 7806308 7806308 0 0 OTHER STUDENT REVENUE 611110 38606 38606 0 0 0 0 0 0 7844914 44206 0 0 44206 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 59816 53509 6307 6307 0 0 0 8902384 7851221 0 44206 0 0 977755 977755 0 0 0 0 362589 105000 257589 0 0 0 0 3275400 2648079 458629 168692 121801 89819 23499 8483 420820 315722 84078 21020 287927 216841 58334 12752 0 0 0 0 19376 0 19376 0 9650 0 9650 0 0 0 0 0 0 0 6174 0 6174 0 0 0 0 0 8000 8000 0 0 87626 77515 8238 1873 90487 76404 10988 3095 0 0 0 0 415345 415345 0 0 117998 95376 16315 6307 0 0 0 0 48590 34358 14232 0 149262 136663 12599 0 0 0 0 0 555395 555395 0 0 158204 129515 23375 5314 SCHOOL KITCHEN 445451 445451 0 0 STUDENT ACTIVITIES 406500 405349 938 213 BOOKS AND CLASSROOM EXPENSES 108330 108330 0 0 STUDENT ATHLETICS 69428 69428 0 0 STUDENT RECRUITING 62533 62533 0 0 263191 126931 83315 52945 8467832 7099809 1087329 280694 0 2579320 2910724 185000 340100 91657 32527 0 0 0 42594 21469 153703 97500 16496175 9834383 7139910 6661792 1429901 1852329 0 0 0 0 0 0 0 0 11622085 11916441 42386 25620 0 3882618 3354593 2642294 2500000 6425004 6022507 X 2236830 2214293 1443994 2098384 1516257 1581257 5197081 5893934 11622085 11916441 X 434552 262301 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1828434 146701 75830 38316 0 0 2012649 1691477 138046 27061 28150 0 0 1828434 1968700 40000 -294569 0 22654 0 1691477 0.21 0.79 0 0 0 332547 0 332547 13593336 0 8011956 5581380 0 0 0 0 1806487 0 1559401 247086 763805 0 263026 500779 6661792 8902384 8467832 434552 268475 0 -6174 0 0 262301 696853 8240439 268475 0 0 -917939 -649464 8889903 6174 6307 12481 8902384 7543586 0 0 0 53509 53509 7490077 0 977755 977755 8467832 SchD_P05_S00_L04 Schedule D, Part V, Line 4 DUNN SCHOOL'S ENDOWMENT AND QUASI-ENDOWMENT ARE IN SUPPORT OF THE FOLLOWING THREE INITIATIVES: 1. GENERAL OPERATING SUPPORT (GENERAL FUND) 2. FACULTY SUPPORT (FACULTY FUND) 3. STUDENT SCHOLARSHIP (SCHOLARSHIP FUND). SchD_P12_S00_L02d Schedule D, Part XII, Line 2d STUDENT TUITION DISCOUNTS ARE COMPRISED OF SCHOLARSHIPS, FINANCIAL AID AND REMISSION. THESE ITEMS ARE REPORTED AS A CONTRA-REVENUE ITEM IN OUR AUDITED FINANCIAL STATEMENTS, BUT AS AN EXPENSE IN THE FORM 990. FORM 990 LINE 10 REPORTS NET INCOME FROM THE SALE OF INVENTORY AS A NET REVENUE NUMBER. IN OUR AUDITED FINANCIAL STATEMENTS $59,816 OF REVENUE AND $53,509 OF EXPENSES ARE REPORTED FOR THIS SAME ITEM. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b $6,307 NET INCOME FROM SALE OF INVENTORY REPORTED IN REVENUE IN 990, BUT REPORTED AS GROSS SALES IN AUDITED FINANCIAL STATEMENTS. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d $53,509 COST OF GOODS SOLD INCLUDED IN EXPENSES PER AUDITED FINANCIAL STATEMENTS, BUT REPORTED AT NET INCOME IN REVENUE LINE OF FORM 990. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b STUDENT TUITION DISCOUNTS ARE COMPRISED OF SCHOLARSHIPS, FINANCIAL AID AND REMISSION. THESE ITEMS ARE REPORTED AS A CONTRA-REVENUE ITEM IN OUR AUDITED FINANCIAL STATEMENTS, BUT AS AN EXPENSE IN THE FORM 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 ANY STUDENT INTERESTED IN APPLYING TO DUNN SCHOOL MUST FIRST COMPLETE OUR APPLICATION. OUR APPLICATION CLEARLY STATES OUR NON-DISCRIMINATION POLICY. OUR POLICY IS ALSO ON OUR WEB-SITE AND OTHER MARKETING MATERIALS. East Asia and the Pacific 0 0 Program Services DUNN SCHOOL CONDUCTS THE FOLLOWING ACTIVITIES OUTSIDE THE UNITED STATES: 1. WE SEND STAFF TO INTERNATIONAL LOCATIONS TO RECRUIT PROSPECTIVE STUDENTS. 2. IF AN INTERNATIONAL STUDENT MEETS OUR FINANCIAL AID AND ADMISSIONS CRITERIA, WE MAY OFFER THEM A GRANT IN THE FORM OF FINANCIAL AID. THIS GRANT WOULD NOT BE PAID OUT IN CASH, RATHER IT WOULD BE MADE IN THE FORM OF A NON-CASH TUITION DISCOUNT. 3. WE SOLICIT THE PARENTS AND RELATIVES OF OUR INTERNATIONAL STUDENTS FOR DONATIONS TO SUPPORT THE MISSION OF THE SCHOOL. 2000 0 0 2000 0 0 0 0 0 0 SchF_P01_S00_L01 Schedule F, Part I, Line 1 DUNN SCHOOL CONDUCTS THE FOLLOWING ACTIVITIES OUTSIDE THE UNITED STATES: 1. WE SEND STAFF TO INTERNATIONAL LOCATIONS TO RECRUIT PROSPECTIVE STUDENTS. 2. IF AN INTERNATIONAL STUDENT MEETS OUR FINANCIAL AID AND ADMISSIONS CRITERIA, WE MAY OFFER THEM A GRANT IN THE FORM OF FINANCIAL AID. THIS GRANT WOULD NOT BE PAID OUT IN CASH, RATHER IT WOULD BE MADE IN THE FORM OF A NON-CASH TUITION DISCOUNT. 3. WE SOLICIT THE PARENTS AND RELATIVES OF OUR INTERNATIONAL STUDENTS FOR DONATIONS TO SUPPORT THE MISSION OF THE SCHOOL. 1 SCHOLARSHIPS, FINANCIAL AID, TUITION REMISSION 66 0 977755 BOOK SCHOLARSHIPS, FINANCIAL AID AND TUITION REMISSION PROVIDED TO STUDENTS IN THE FORM OF NON-CASH TUITION DISCOUNTS. SchI_P01_S00_L02 Schedule I, Part I, Line 2 DUNN SCHOOL MAINTAINS PUBLICLY AVAILABLE AND WIDELY DISTRIBUTED POLICIES AND PROCEDURES TO INFORM STUDENTS AND THEIR PARENTS OF OUR FINANCIAL AID APPLICATION AND DISTRIBUTION PROCESS. EACH APPLICANT MUST PROVIDE SIGNIFICANT DATA TO SUPPORT THEIR INCOME AND ASSETS INCLUDING: SSS FORM AND TAX DOCUMENTATION. DUNN SCHOOL FOLLOWS A SYSTEMATIC AND FAIR PROCESS FOR DETERMINING AID ELIGIBILITY AND VERIFYING THE DOCUMENTATION PROVIDED BY THE FAMILY AND THE ELIGIBILITY OF THE RECIPIENT. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MIKE BECK 165000 0 0 0 0 0 0 0 74598 0 239598 0 0 0 THOMAS HOLMES 105000 0 0 0 0 0 0 0 47378 0 152378 0 0 0 LEN KADO 57567 0 0 0 0 0 0 0 18519 0 76086 0 0 0 CHAD STACY 35022 0 0 0 0 0 0 0 27861 0 62883 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a DUNN SCHOOL IS A PRIVATE BOARDING SCHOOL. AS A CONVENIENCE TO THE SCHOOL, WE REQUIRE SEVERAL FACULTY AND ADMINISTRATORS TO LIVE ON CAMPUS TO PROVIDE RESIDENTIAL SERVICES TO THE STUDENTS. THE HEAD OF SCHOOL'S HOUSE IS ALSO USED TO ENTERTAIN ALUMNI, STUDENTS, AND PARENTS, AND TO PROVIDE TEMPORARY HOUSING FOR IN-TRANSIT FACULTY AND STAFF. THIS HOUSING IS A SPECIFIC CONDITION OF EMPLOYMENT. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Dunn School Executive Committee of the Board of Trustees worked in tandem with the Head Evaluation and Support Committee and conducted a study of Head Compensation from other similar, regional schools. We gathered data from IRS Form 990's and California data from our California Association of Independent Schools to arrive at a reasonable figure. We then wrote it up into a multi-year contract and it was approved by the Executive Committee. X 1 78290 FMV 0 0 1 0 F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a A COPY OF THE IRS FORM 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO THE FILING OF THE RETURN. THE COMMITTEE DISCUSSION AND VOTE IS DOCUMENTED IN THE MINUTES. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c ANNUALLY, THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE SCHOOL'S CONFLICT OF INTEREST POLICY AND ARE ASKED TO COMPLETE A WRITTEN FORM DECLARING ANY SUCH CONFLICTS. SENIOR MANAGEMENT COLLECTS AND ANALYZES THESE DISCLOSURE FORMS AND TAKES APPROPRIATE ACTIONS, WHICH MAY INCLUDE: TRUSTEE RECUSES HIM/HERSELF DURING DISCUSSION AND VOTE ON TOPIC WHERE CONFLICT EXISTS, INDEPENDENT COMPETING BIDS ARE OBTAINED PRIOR TO DOING BUSINESS WITH TRUSTEE, OTHER STEPS NECESSARY IN CONSULTATION WITH EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 THE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE BOARD USES COMPARATIVE DATA, ACHIEVEMENT OF GOALS, PERFORMANCE OF THE SCHOOL, AND SALARY BENCHMARKING DATA FROM VARIOUS SOURCES TO DETERMINE COMPENSATION. COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED BY THE HEAD OF SCHOOL USING BENCHMARKED SALARY DATA AVAILABLE FROM NAIS AS WELL AS ACHIEVEMENT OF GOALS AND PERFORMANCE WITHIN THEIR AREA OF RESPONSIBILITY. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS AND BOARD POLICIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS AS PART OF THE BOARD HANDBOOK. THE PUBLIC MAY REQUEST THESE DOCUMENTS. F990_P11_S00_L05 Form 990, Part XI, Line 5 $268,475 unrealized gains on investments included in AFS change in net assets, but not reported in Form 990