2011-02-11T11:22:00-06:00 2010-06-30 CBIZ Tofias 130 Bellevue Avenue Newport RI 02840 990 2009-07-01 050369037 ST MICHAEL'S COUNTRY DAY SCHOOL STMI 4018495970 180 RHODE ISLAND AVENUE NEWPORT RI 02840 WHITNEY C SLADE 4018495970 2011-02-10 1 JOHN T WILMOT 4013801800 2009 2016-02-24 21:20:13Z WHITNEY C SLADE 180 RHODE ISLAND AVENUE NEWPORT RI 02840 7561264 0 X www.stmichaelscountryday.org X 1971 RI THE ST. MICHAEL'S COUNTRY DAY SCHOOL EMBRACES THE DUAL PURPOSE OF PROVIDING A DYNAMIC CURRICULUM AND ADDRESSING THE NEEDS OF THE INDIVIDUAL WITHIN THAT CURRICULUM AND WITHIN THE COMMUNITY AT LARGE. THE PROGRAM ENCOURAGES HIGH ACADEMIC, ARTISTIC, ATHLETIC, AND ETHICAL STANDARDS ESSENTIAL FOR SUCCESS IN A COMPLEX AND CHANGING WORLD. 24 24 135 150 0 0 1688809 1627018 4768496 4535842 45361 -8108 59365 63806 6562031 6218558 880323 983868 0 3116508 3016734 0 94953 1428680 1416800 5425511 5417402 1136520 801156 8321815 9348421 779436 982616 7542379 8365805 THE ST. MICHAEL'S COUNTRY DAY SCHOOL EMBRACES THE DUAL PURPOSE OF PROVIDING A DYNAMIC CURRICULUM AND ADDRESSING THE NEEDS OF THE INDIVIDUAL WITHIN THAT CURRICULUM AND WITHIN THE COMMUNITY AT LARGE. THE PROGRAM ENCOURAGES HIGH ACADEMIC, ARTISTIC, ATHLETIC, AND ETHICAL STANDARDS ESSENTIAL FOR SUCCESS IN A COMPLEX AND CHANGING WORLD. 0 0 3988947 983868 4223162 ELEMENTARY SCHOOL EDUCATION (GRADES PRESCHOOL THROUGH 8) SERVING APPROXIMATELY 236 STUDENTS. 220762 312680 SPECIAL PROGRAMS CONSISTING OF MUSIC, AFTER-SCHOOL ACTIVITIES, TUTORING, SUMMER AND THEATER CAMPS, WHICH ARE PROVIDED OUTSIDE OF REGULAR CLASS WORK, FOR APPROXIMATELY 215 STUDENTS. 4209709 1 1 0 0 0 0 0 0 1 1 0 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 1 5 0 135 1 0 0 0 0 0 0 0 0 0 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X MARGARET SAYER 4018495970 180 RHODE ISLAND AVENUE NEWPORT RI 02840 WILLIAM BREYER 5.00 X 0 0 0 Donald Desrosiers 5.00 X 0 0 0 VIVIAN HILTON 5.00 X 0 0 0 REBECCA SMITH 5.00 X 0 0 0 DOUGLAS SPEAR 5.00 X 0 0 0 STEVEN SITRIN 5.00 X 0 0 0 John Dunn 5.00 X 0 0 0 HALUK DURUDOGAN 5.00 X 0 0 0 GAIL ALOFSIN 5.00 X 0 0 0 David Gordon 5.00 X 0 0 0 Jill Gudoian 5.00 X 0 0 0 Frances Van Liew 5.00 X 0 0 0 AMANDA FRYE LEINHOS 5.00 X 0 0 0 SUSAN NANCE 5.00 X 0 0 0 ERIC PETERSON 5.00 X 0 0 0 ELAINE LINDH 5.00 X 0 0 0 MEG LITTLE 5.00 X 0 0 0 GEORGE PETROVAS 5.00 X 0 0 0 CHRISTIAN ALLEN 5.00 X 0 0 0 David Canepari 5.00 X X 0 0 0 David Howe 20.00 X X 0 0 0 Leslie O'Dwyer 5.00 X X 0 0 0 Elizabeth Wylie 5.00 X X 0 0 0 DEVIN DETWILER 5.00 X X 0 0 0 Whitney C Slade 60.00 X 165014 0 25247 165014 0 25247 1 0 1 0 0 20741 1606277 1305583 1627018 Tuition and Fees 900099 4189291 4189291 Special Programs 900099 312680 312680 Auxiliary Activities 900099 31887 31887 Miscellaneous 900099 1984 1984 4535842 6346 6346 18073 18073 18073 18073 1315633 1330087 -14454 -14454 -14454 58352 12619 45733 45733 6218558 4535842 0 55698 983868 983868 195553 195553 2225050 1673622 490626 60802 90486 65949 21499 3038 315568 270804 40305 4459 190077 137357 47680 5040 7695 7695 18904 18904 12236 12236 55582 27791 27791 75648 38993 31709 4946 37085 37085 106577 101248 5329 2210 2210 326252 309939 16313 53742 36242 16515 985 Repairs and Maintenance 211994 201730 10264 Parents' Association Sp 119221 119221 Camps, Tutors, Busing, 96150 96150 Bad Debt Expense 71511 71511 Miscellaneous Expenses 30335 11371 18964 191658 133214 42761 15683 5417402 4209709 1112740 94953 89266 86877 1450 1493606 33702 12574 325088 286202 8310 8310 75754 62973 10140407 2969783 7387955 7170624 400290 227255 8321815 9348421 387518 520978 247918 246713 144000 214925 779436 982616 X 7083781 6613076 83996 58643 374602 1694086 7542379 8365805 8321815 9348421 X 1 0 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 383558 1319484 14307 7518 1709831 446821 4498 -58778 8983 383558 0.00000 0.98300 0.01700 0 0 81955 81955 9147269 2319559 6827710 272882 224833 48049 638301 425391 212910 7170624 Part V, Line 4: Description of Intended Use of Endowment Funds: THE ENDOWMENT FUNDS ARE USED FOR THE MAINTENANCE OF THE VAN BEUREN BUILDING AND HILL HOUSE, NEED-BASED SCHOLARSHIPS, PROFESSIONAL DEVELOPMENT FOR TEACHERS IN THE STUDY OF ALTERNATIVE LEARNING METHODS, AND FACULTY ENRICHMENT BEYOND THE CLASSROOM. Part X: Description of Uncertain Tax Positions Under FIN 48: THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST 3 YEARS. 1 1 1 POLICY IS DESCRIBED IN ALL MEDIA, INTERVIEWS BROCHURES, APPLICATIONS, ADMISSIONS AND ASSISTANCE MATERIAL 1 1 1 1 0 0 0 0 0 0 0 0 1 0 DURING THE 2009-2010 SCHOOL YEAR, ST. MICHAEL'S COUNTRY DAY SCHOOL RECEIVED $20,741 OF TITLE II AID FROM THE CITY OF NEWPORT, RI FOR EDUCATIONAL CONSULTANTS, CONFERENCES, MEMBERSHIPS AND WORKSHOPS: FREEDOM FROM DRUG DEPENDENCY. 1 HOUSE TOUR 29680 29680 1545 1838 SKATING EVENT 4682 4682 165 584 50 2 23990 23990 1962 1579 4896 58352 58352 3672 2163 6784 12619 45733 1 NEED-BASED FINANCIAL AID 72 793128 NEED-BASED FINANCIAL AID TUITION REMISSION 14 190740 TUITION REMISSION Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE FINANCIAL AID AWARDS ARE CREDITED TO THE STUDENT'S ACCOUNT THROUGH THE STUDENT BILLING SOFTWARE IN THE BUSINESS OFFICE. Other Information: Part IV: FOR RECIPIENTS OF NEED-BASED FINANCIAL AID, WE USE SSS AS A GUIDE AND WE REQUIRE 2 YEARS OF INCOME TAX RETURNS. TO BE ELIGIBLE FOR TUITION REMISSION, EMPLOYEE MUST BE FULL-TIME AND HAS WORKED AT THE SCHOOL FOR ONE YEAR. REMISSION IS GRANTED TO 2-AND-ONLY-2 OF THE EMPLOYEE'S CHILDREN. X X 0 0 0 0 0 0 0 0 0 Whitney C Slade 165014 0 0 0 0 0 7542 0 17705 0 190261 0 0 0 X 3 1305583 FAIR MARKET VALUE 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS, RATHER THAN THE NUMBER OF SHARES RECEIVED. Third Party Use: Part I, Line 32b: ST. MICHAEL'S SCHOOL USES THE SERVICES OF SMITH BARNEY FOR DONATED SECURITIES TO SELL ALL DONATED SECURITIES UPON RECEIPT AND INVEST PROCEEDS ACCORDING TO THE INVESTMENT POLICY ADOPTED BY THE FINANCE COMMITTEE OF THE BOARD. Form 990, Part VI, Section B, line 11 A COPY OF THE 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD PRIOR TO BEING FILED. Form 990, Part VI, Section B, line 12c THE POLICY IS OVERSEEN BY THE CHAIR OF THE COMMITTEE ON TRUSTEES. ANY POTENTIAL CONFLICT WOULD BE DISCUSSED WITH THE BOARD MEMBER AND S/HE WOULD BE ADVISED TO RECUSE HIMSELF IF THERE WERE A BOARD VOTE, AND/OR BE EXCUSED FROM THE BOARD. Form 990, Part VI, Section B, line 15 THE CHAIRMAN OF THE BOARD HAS ACCESS TO STATISTICS AND DATA FROM NAIS (NATIONAL ORGANIZATION OF INDEPENDENT SCHOOLS). HE RUNS A REPORT ON COMPENSATION AND PRESENTS IT TO THE COMPENSATION COMMITTEE FOR REVIEW. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI - FINANCIAL STATEMENTS AND REPORTING EXPLANATION FOR LINE 2C EACH YEAR THE FINANCE COMMITTEE OF THE BOARD REVIEWS FINANCIAL STATEMENTS REPORTED UPON BY THE SCHOOL'S INDEPENDENT ACCOUNTANTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.