2011-01-18T16:54:07-06:00 2010-06-30 RSM MCGLADREY INC 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2009-07-01 521117092 MCLEAN SCHOOL OF MARYLAND INC MCLE 3012998277 8224 LOCHINVER LANE POTOMAC MD 20854 DARLENE B PIERRO 3012998277 2011-01-13 1 Bill Turco 3012963600 2011-01-13 2009 2016-02-24 21:20:13Z DARLENE B PIERRO 8224 LOCHINVER LANE POTOMAC MD 20854 16321308 0 X WWW.MCLEANSCHOOL.ORG X 1978 MD McLean School makes education accessible to a broad range of learners from kindergarten through grade 12. 18 18 184 250 0 0 887561 663405 14918428 14392726 -181051 96023 -33520 -33815 15591418 15118339 972328 1146025 0 9812844 8754738 55757 0 0 5374782 4340929 16215711 14241692 -624293 876647 20490725 21460671 13378982 13378579 7111743 8082092 McLean makes education accessible, stimulating, and meaningful for a broad range of learners. Our students flourish because McLean responds to students' learning styles. McLean prepares students intellectually and socially by encouraging self-advocacy and building self-confidence. Our students succeed because they learn how to learn. 0 0 10780853 1146025 14392726 Along with the school's Mission Statement, the school's decision-making is guided by its statement of Core Values and its Diversity/Equity Statement. The Core Values state: "As a community dedicated to a student-centered approach, where the welfare of the student is a priority, we value equally: creativity, innovation, intellectual curiosity and academic achievement; diversity; flexibility; respect; a safe and nurturing environment; and a sense of community."The Diversity/Equity Statement begins: "McLean School's commitment to diversity/equity is an extension of our long-standing commitment to learning styles and differences." It ends with: "We expect that all community members will support diversity/equity at McLean School, just as we expect that all community members will benefit from that work." 10780853 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 0 0 0 0 0 0 0 0 0 1 10 0 1 184 1 0 0 0 0 0 0 0 0 0 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MD X CHRIS FALLON 3012998277 8224 LOCHINVER LANE POTOMAC MD 20854 Susan Carras 2.00 X X 0 0 0 KENNETH SAMET 2.00 X X 0 0 0 Marianna O'Brien Barlow 2.00 X X 0 0 0 John Hyman 2.00 X X 0 0 0 DONNA COOPER 2.00 X 0 0 0 NANCY EL-HIBRI 2.00 X 0 0 0 Margaret Johnson 2.00 X 0 0 0 Kathlyn Fadely Lear 2.00 X 0 0 0 DIANA RICHARD JACKSON 2.00 X 0 0 0 Steve Lockshin 2.00 X 0 0 0 RHONDA MILLER 2.00 X 0 0 0 MELANIE TWORMEY 2.00 X 0 0 0 Steve Levin 2.00 X 0 0 0 MIMI TYGIER 2.00 X 0 0 0 Brenda Gruss 2.00 X 0 0 0 Kristy Bulleit 2.00 X 0 0 0 Michael Curran 2.00 X 0 0 0 Scott Reynolds 2.00 X 0 0 0 Simon Winter 2.00 X 0 0 0 DARLENE PIERRO 60.00 X 267670 0 13218 CHRISTOPHER FALLON 60.00 X 132208 0 6124 LINDA RAFFERTY 60.00 X 103760 0 13803 503638 0 33145 3 0 1 0 EDUCATORS BENEFIT SERVICES PO BOX 62418 BALTIMORE MD 21215 MEDICAL INSURANCE 828751 TIAA-CREF 6 Concourse Pkwy NE 2600 ATLANTA GA 30328 EMPLOYEE RETIREMENT CONTRIBUTION 630326 MONTGOMERY COUNTY PUBLIC SCHOOL 850 Hungerford Drive ROCKVILLE MD 20850 RENT 533266 COUGHLIN TRANSPORTATION 8311 SNOUFFER SCHOOL RD gaithersburg MD 20877 TRANSPORTATION 420019 CATERING IMPRESSIONS po box 3131 frederick MD 21702 CATERING 193354 6 157607 505798 663405 TUITION & RELATED FEES 900099 12819965 12819965 AUXILIARY PROGRAMS 900099 1278246 1278246 SUMMER PROGRAM 900099 233274 233274 PARENT ASSOCIATION 900099 61241 61241 14392726 108596 108596 1124541 1137114 -12573 -12573 -12573 28628 157607 65855 -37227 -37227 other income 900099 3412 3412 3412 15118339 14392726 0 62208 1146025 1146025 439397 247444 191953 7062668 5358331 1704337 126416 94708 31708 511768 385196 126572 614489 446853 167636 127838 127838 26351 26351 18059 18059 26693 397 26296 83797 83797 310085 113292 196793 91841 91841 643863 473117 170746 434575 434575 485922 357061 128861 467926 343837 124089 69616 69616 EDUCATION EXPENSES 1357898 1282071 75827 PROFESSIONAL DEVELOPMEN 69494 43714 25780 BAD DEBT 54751 54751 PArents association exp 45232 45232 HOSPITALITY 17988 17988 9000 9000 14241692 10780853 3460839 0 500 500 7523867 8273544 250879 113640 15000 15000 170409 73568 16414016 6111585 10674581 10302431 1296446 2138384 559043 543604 20490725 21460671 1133598 1048159 3963683 4183962 8082338 7906095 199363 240363 13378982 13378579 X 6651443 7173912 91945 77487 368355 830693 7111743 8082092 20490725 21460671 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 368355 368355 366605 1750 368355 0.80200 0.19980 0 0 15009761 5081364 9928397 1404255 1030221 374034 10302431 457(B) PLAN INVESTMENT 240363 240363 15118339 14241692 876647 93702 93702 970349 14015975 93702 93702 13922273 1196066 1196066 15118339 13050435 0 13050435 1191257 1191257 14241692 Part V, Line 4: Description of Intended Use of Endowment Funds: The endowment funds are used in accordance to the wishes of the donors who have contributed restricted funds. Part X: Description of Uncertain Tax Positions Under FIN 48: The School adopted the accounting standard on accounting for uncertainty in income taxes (FASB ASC Topic 740- 10), which addressed 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 evaluated the School's tax positions and concluded that the School had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The School files income tax returns in the U.S. federal jurisdiction. With few exceptions, the School is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for the years before 2006. Part XII, Line 4b - Other Adjustments: FINANCIAL AID expense shown net of income on financial statements: 1146025. PROGRAM REVENUES - MCLEAN SCHOOL OF MARYLAND PARENTS ASSOCIATION: 50041. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID expense shown net of income on financial statements: 1146025. PROGRAM EXPENSES - MCLEAN SCHOOL OF MARYLAND PARENTS ASSOCIATION: 45232. 1 1 1 POLICY IS PUBLICIZED THROUGH PRINTED MATERIALS AND PERIODIC ADVERTISEMENTS. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 VARIOUS 186235 157607 28628 13051 52855 186235 157607 28628 13051 52855 65906 -37278 1 FINANCIAL AID TO STUDENTS 72 1146025 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Financial Aid Committee is composed of five employees: Director of Financial Aid, Business Manager, Head Accountant, Director of Admission, and the Director of Summer Education and After-School activities. This committee considers applicants during the admission season and then as applications are received during the remainder of the school year. All information is kept confidential by the Director of Financial Aid which includes tax returns, W2's, the financial aid application, and committee notes. School policy necessitates that grants are offered solely on a need basis. Applicants are required to submit current tax documentation, 1040s, W2's, etc., with a formal application to the FINANCIAL AID FOR SCHOOL TUITION (FAST). In turn the McLean Financial Aid Committee receives FAST's analysis and uses that data as a starting point to review each application. Adjustments can and often are made to the figures provided by FAST as additional data gathered by McLean's committee provides a more complete picture of a family's ability to pay. The committee then meets to review the information, discuss the merit and details of each application, proposes an appropriate level of support, and finally settles on the amount that will be presented to the applicant. The Financial Aid Director then composes award letters to those who are approved and establishes a record of the final amount each successful applicant will pay. X X 0 0 0 0 0 0 0 0 0 DARLENE PIERRO 251170 0 0 0 16500 0 9450 0 7445 0 284565 0 0 0 Form 990, Part VI, Section B, line 11 After a review by the business manager of the Mclean School, the Form 990 will be provided to the audit committee for review and comment prior the filing of the return with the internal revenue service. Form 990, Part VI, Section B, line 12c The Audit Committee of the Board will review disclosures and determine whether or not a conflict of interest exists, and whether or not such conflict materially and adversely affects the interests of the School. The member of the Board whose potential conflict is under review may not debate, vote, or otherwise participate in such determination. If the Audit Committee determines that an actual or potential conflict of interest does exist, the Board shall also determine an appropriate remedy pursuant to the procedures set forth in the Conflict of Interest Compliance and Resolution Procedures. Such remedy may include the recusal of the conflicted member of the Board from certain matters pending before the Board. Form 990, Part VI, Section B, line 15a Compensation for the head of school is set annually by the Board Chair in consultation with other members of the board. They review other levels of compensation among peers, geography, size of school, and length of service-- when setting the level of compensation. AISGW publishes this data for all independent schools in the D/C. area. The Head has a multi year contract that was just renewed for three more years beginning July 1, 2010. Form 990, Part VI, Section C, line 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.