2011-01-26T18:30:32-07:00 2010-06-30 990 2009-07-01 951909237 DUNN SCHOOL DUNN 8056886471 PO BOX 98 LOS OLIVOS CA 93441 Chad Stacy 8056886471 2011-01-01 2009 2016-02-24 21:20:13Z MIKE BECK PO BOX 98 LOS OLIVOS CA 93441 8557358 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. 14 14 201 50 0 0 1171139 1228090 7949475 7163254 38736 37582 -269172 40440 8890178 8469366 748230 724162 0 5135956 4451958 0 0 304516 3073299 2830200 8957485 8006320 -67307 463046 10432942 11622085 5843204 6425004 4589738 5197081 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 5564418 0 0 DUNN SCHOOL PROVIDED COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 102 BOARDING AND 118 DAY STUDENTS DURING THE FISCAL YEAR. 218745 232322 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 724162 724162 0 Student Scholarships, Need Based Financial Aid and Tuition Remission. 0 0 0 6507325 1 1 0 0 0 0 0 0 1 1 1 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 12 0 1 201 1 0 0 0 0 0 1 0 0 0 0 1 0 14 14 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 2.00 X 0 0 0 MARY BIANCO 2.00 X 0 0 0 MIKE BOONE 2.00 X 0 0 0 CYNTHIA BRONFMAN 2.00 X 0 0 0 JIM DEHLSEN 2 X 0 0 0 MICHAEL DUNN 2 X 0 0 0 JIM GASKIN 2 X 0 0 0 WES GIBSON 2 X 0 0 0 JIM LITTLE 2 X 0 0 0 DOUG OTTO 2 X 0 0 0 MARK RAWLINS 2 X 0 0 0 LARRY WORCHELL 2 X 0 0 0 CHERYL STAUFFER 2 X 0 0 0 BILL JACKSON 2 X 0 0 0 MIKE BECK 40 X X 180000 0 0 LEN KADO 40 X 113173 0 0 293173 0 0 3 0 1 0 0 0 0 0 0 1228090 0 1228090 STUDENT TUITION AND FEES 611110 7130045 7130045 0 0 33209 33209 0 0 7163254 37582 0 0 37582 0 0 0 0 0 0 0 0 0 0 0 0 61225 0 26431 34794 34794 0 0 67207 61561 5646 5646 0 0 0 0 0 0 0 8469366 7203694 0 37582 724162 724162 293172 293172 0 3293924 2601427 502662 189835 122451 86000 28100 8351 392697 293074 79678 19945 349714 268460 67003 14251 7373 0 7373 0 11560 11560 25730 25730 91169 55577 34085 1507 94188 75015 15798 3375 427401 427401 0 0 149312 124113 18701 6498 32752 32752 0 0 146750 146750 0 0 0 0 0 0 577501 577501 0 0 209054 167318 31997 9739 SCHOOL KITCHEN 398120 398120 0 0 BOOKS AND CLASSROOM EXPENSES 123793 123793 0 0 STUDENT ACTIVITIES 265894 265894 0 0 STUDENT ATHLETICS 61183 61183 0 0 STUDENT HEALTH AND SAFETY 51955 51955 0 0 156465 1100 104350 51015 8006320 6507325 1194479 304516 2500 0 1517682 2579320 16446 185000 105849 91657 46105 42594 52187 153703 16418899 9278989 7485333 7139910 1206840 1429901 0 0 10432942 11622085 64722 42386 3278482 3882618 2500000 2500000 5843204 6425004 X 2841741 2236830 272240 1443994 1475757 1516257 4589738 5197081 10432942 11622085 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1691477 138046 27061 28150 0 0 1828434 1968700 40000 -294569 0 22654 0 1691477 0.17 0.83 0 0 0 332547 0 332547 13554755 0 7583884 5970871 0 0 0 0 2030818 0 1695105 335713 500779 0 0 500779 7139910 0 0 8469366 8006320 463046 149461 0 -5164 0 -5646 138651 601697 7951062 149461 0 0 -656955 -507494 8458556 5164 5646 10810 8469366 7343719 0 0 0 61561 61561 7282158 0 724162 724162 8006320 SchD_P05_S00_L04 Schedule D, Part V, Line 4 DUNN SCHOOL'S ENDOWMENT AND QUASI ENDOWMENT ARE IN SUPPORT OF THREE INITIATIVES: GENERAL OPERATING SUPPORT (GENERAL FUND), FACULTY SUPPORT (FACULTY FUND) AND STUDENT SCHOLARSHIP (SCHOLARSHIP FUND). SchD_P11_S00_L08 Schedule D, Part XI, Line 8 FORM 990 LINE 10 REPORTS NET INCOME FROM SALE OF INVENTORY AS A NET REVENUE NUMBER. IN OUR AUDITED FINANCIAL STATEMENTS $67,207 OF REVENUE AND $61,561 OF EXPENSES ARE REPORTED FOR THIS SAME ITEM. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d $724,162 IN STUDENT FINANCIAL AID IS REPORTED AS CONTRA REVENUE ON AUDITED FINANCIAL STATEMENTS. THIS AID IS REPORTED AS GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS (EXPENSE) ON FORM 990. $67,207 GROSS REVENUE FROM SALES OF GOODS AND MATERIALS IS REPORTED AS OTHER STUDENT REVENUE IN AFS, BUT IS REPORTED NET IN FORM 990. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b FORM 990 LINE 10 REPORTS NET INCOME FROM SALE OF INVENTORY AS A NET REVENUE NUMBER. IN OUR AUDITED FINANCIAL STATEMENTS $67,207 OF REVENUE AND $61,561 OF EXPENSES ARE REPORTED FOR THIS SAME ITEM. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d $61,561 OF COST OF GOODS SOLD IS INCLUDED GROSS IN AFS, BUT REPORTED NET IN FORM 990. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b STUDENT FINANCIAL AID IS REPORTED AS CONTRA REVENUE ON AUDITED FINANCIAL STATEMENTS. THIS AID IS REPORTED AS GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS (EXPENSE) ON FORM 990. 1 1 1 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. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EARWIG EXTRAVAGANZA 61225 0 61225 0 0 0 0 0 26431 0 0 61225 0 61225 0 0 0 0 0 26431 26431 34794 1 SCHOLARSHIPS, NEED BASED FINANCIAL AID & TUITION REMISSION 56 724162 0 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 0 0 0 0 0 0 0 0 0 MIKE BECK 165000 0 15000 0 0 0 0 0 64092 0 244092 0 246335 0 LEN KADO 107000 0 0 0 6173 0 0 0 48745 0 161918 0 104000 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a THE HEAD OF SCHOOL IS PROVIDED HOUSING ON THE SCHOOL PREMISES FOR THE CONVENIENCE OF THE SCHOOL AND TO FACILITATE SCHOOL RELATED ENTERTAINMENT. THIS HOUSING IS A SPECIFIC CONDITION OF EMPLOYMENT. X 3 288827 FMV 0 0 1 0 F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 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 FILING. THEIR VOTE IS REGISTERED AND MINUTES KEPT AS A SPECIAL MEETING OF THE COMMITTEE. 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 AS NECESSARY IN CONSULTATION WITH EXECUTIVE COMMITTEE OF 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 NAIS 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 THE GOVERNING DOCUMENTS AND BOARD POLICIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS AS PART OF THE BOARD HANDBOOK. THE PUBLIC MAY REQUEST THESE DOCUMENTS. EXTENSION WAS PROPERLY FILED AND APPROVED.