2011-04-07T18:00:44-05:00 2010-06-30 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2009-07-01 870212477 ROWLAND HALL-ST MARK'S SCHOOL ROWL 8013557485 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 KEVIN HANSON 8013557485 2011-03-28 1 DAVID SPERRY 8015327444 2009 2016-02-24 21:20:13Z KEVIN HANSON 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 17969224 0 X www.rowlandhall.org X 1867 UT PRIVATE SCHOOL EDUCATION 27 27 365 911 0 0 1381538 1407956 15936742 16238570 311255 281002 20180 41696 17649715 17969224 0 0 11142028 11034446 0 367968 6659086 6764935 17801114 17799381 -151399 169843 27027362 27450581 3289606 3317550 23737756 24133031 We inspire students to lead ethical and productive lives through a college preparatory program that promotes the pursuit of academic and personal excellence. 0 0 15284161 16280266 PRIVATE SCHOOL EDUCATION FROM PRE-SCHOOL TO 12TH GRADE 15284161 1 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 365 1 0 0 0 0 0 1 1 0 0 0 0 0 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X KEVIN HANSON 8013557485 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 RICHARD BADENHAUSEN 5.00 X 0 0 0 AMY BAKER 2.00 X 0 0 0 JOHN BIRD 5.00 X X 0 0 0 ALEX BOCOCK 4.00 X 0 0 0 GLENDA BRADLEY 2.00 X 0 0 0 PRIYA CHODOSH 2.00 X 0 0 0 FRANCE DAVIS 2.00 X 0 0 0 TIFFANY GLASGOW 2.00 X 0 0 0 SAM GOLDSTEIN 2.00 X 0 0 0 LINDA M GRAVES 2.00 X 0 0 0 RT REV CAROLYN TANNER IRISH 2.00 X 0 0 0 WALTER JARMAN 2.00 X 0 0 0 GUY KROESCHE 7.00 X 0 0 0 JENNIFER BECK LAIR 3.00 X 0 0 0 BEN LOGUE 2.00 X 0 0 0 ROBERT MARQUARDT 10.00 X X 0 0 0 PHILIP MCARTHEY 7.00 X X 0 0 0 MARGARET NIVER MCGANN 4.00 X 0 0 0 RHONDA NICOLOFF 2.00 X 0 0 0 ALLISON PARADISE 3.00 X 0 0 0 KELLY PATTERSON 3.00 X 0 0 0 JENNIFER PRICE-WALLIN 5.00 X 0 0 0 ROBIN PURI 2.00 X 0 0 0 IRA RUBINFELD 4.00 X 0 0 0 ROBERT STEINER 10.00 X 0 0 0 SHARI VEVERKA 2.00 X 0 0 0 JULIE A BARRETT 40.00 X 144901 0 15267 ALAN C SPARROW 40.00 X X 204000 0 109054 KEVIN D HANSON 40.00 X 131325 0 22913 LIBBY ELLIS 40.00 X 109650 0 0 589876 0 147234 4 0 1 0 APPLE COMPUTER PO BOX 846095 DALLAS TX 75284 COMPUTER TECHNOLOGY PURCHASES 232974 Envirokleen LLC PO BOX 540666 SALT LAKE CITY UT 840540666 JANITORIAL/CLEANING SERVICES 129645 Bryson Sales and Service 1022 West 950 North Centerville UT 84014 vehicle sale - BUS PURCHASE 119110 NICHOLAS & COMPANY PO BOX 45005 SALT LAKE CITY UT 84145 CAFETERIA - FOOD SUPPLIES 115474 4 1407956 1407956 Tuition 13808794 13808794 AUXILIARY SERVICES 1893789 1893789 FEES & ASSESSMENTS 520694 520694 ski swap 15293 15293 16238570 281002 281002 MISCELLANEOUS INCOME 41696 41696 41696 17969224 16280266 0 281002 589339 480226 109113 8497965 8004362 425353 68250 1274325 1096326 128584 49415 672817 581327 53647 37843 20294 20294 37797 37797 161095 57175 103920 147118 133324 12044 1750 591955 576035 4979 10941 209160 209160 246296 226716 14320 5260 1020699 801042 219657 259274 210530 48744 Financial Aid 1332308 1332308 GENERAL AND MISC EXPENS 532275 176392 352353 3530 TEXT BOOKS, ACTIVITY FE 505375 505375 EXTRA CURRICULAR 284370 284370 BUILDING REPAIRS 255901 255901 1161018 833818 245334 81866 17799381 15284161 2147252 367968 2731264 3252925 213716 296404 205527 122580 29405277 8717548 20934477 20687729 2724979 2808002 217399 282941 27027362 27450581 28322 271306 1956408 1791315 1304876 1254929 3289606 3317550 X 20987615 21532819 645346 245472 2104795 2354740 23737756 24133031 27027362 27450581 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2886165 251969 185516 110000 3433650 3209301 343488 -526624 115000 25000 2886165 0.31000 0.69000 0 0 8218058 8218058 17273030 5868754 11404276 344513 316987 27526 2822997 2024963 798034 746679 506844 239835 20687729 MARKETABLE SECURITIES 2683193 F OTHER INVESTMENTS 124809 F 2808002 ACCRUED LIABILITIES 1254929 1254929 17969224 17799381 169843 225432 225432 395275 18314912 225432 120256 345688 17969224 0 17969224 17919637 120256 120256 17799381 0 17799381 Part XI and XIII lines 2d are a reclassification of ski swap expense included in expenses for the audit, which was netted with the ski swap income in the statement of revenue on Part VIII of Form 990. 1 1 1 ROWLAND HALL-ST. MARK'S PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL RECRUITING MEDIA AND BROCHURES AS WELL AS IN APPLICATIONS AND STUDENT CONTRACTS. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X X X 0 1 X X X X 0 0 0 0 0 0 0 0 0 JULIE A BARRETT 144901 0 0 0 0 0 0 0 15267 0 160168 0 0 0 ALAN C SPARROW 204000 0 0 0 0 0 60000 0 49054 0 313054 0 0 0 KEVIN D HANSON 131325 0 0 0 0 0 10000 0 12913 0 154238 0 0 0 Part I, Line 1a ITEMS ARE INCLUDED IN THE W-2 FRINGE BENEFIT INCOME OR DIRECTLY IN THE COMPENSATION REPORTED ON THE W-2 FOR THE PERSON LISTED IN FORM 990 FOR WHOM THE RELEVANT ITEMS WERE PROVIDED. THE ALLOWANCES AND OTHER ITEMS ARE ALL REPORTED AS TAXABLE INCOME TO THE PERSON. Form 990, Part VI, Section B, line 11 Upon completion of the IRS Form 990, the finance committee of the board received the return in order to undertake a major review. One full finance committee meeting was set aside in which all board members were invited to participate in the review and suggest any changes/corrections. The areas of significant review are designated - Part VI Governance, Management and Disclosure; Part VI Policies and Compliance; and Part VII Compensation. These sections received the deepest review from the finance committee and board to review accuracy and compliance with requirements set by the IRS and other governing agencies. After the review in the finance committee, a copy of the completed IRS Form 990 was provided to the full governing body prior to filing the return. There was a quick review of the highlights of the finance committee review as well as the highlights of IRS Form 990 in the board meeting. It is expected that all trustees are familiar with the contents of the return. Once all the trustees were comfortable with the review process and completion of IRS Form 990, the independent tax return preparer then filed the Form 990 with the appropriate agencies. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO EACH TRUSTEE FOR THEM TO READ AND TO HAVE THEM SIGN THAT THEY UNDERSTAND AND AGREE TO ACCEPT COMPLIANCE WITH THE POLICY. THE BUSINESS OFFICE AND THE FINANCE COMMITTEE WORK TOGETHER TO MONITOR AND ENFORCE COMPLIANCE AND CHECK THAT THERE ARE NO POTENTIAL CONFLICTS FROM ANY TRANSACTIONS UNDERTAKEN. IF THERE IS A MATTER THAT REQUIRES A VOTE OF THE GOVERNING BODY, SHOULD THERE BE ANY TRUSTEE THAT MIGHT HAVE A POTENTIAL CONFLICT OF INTEREST, THEY ARE PROHIBITED FROM PARTICIPATION IN THAT VOTE. Form 990, Part VI, Section B, line 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND MAINTAINS FAMILIARITY WITH THE SAFE HARBOR CLAUSES REGARDING THE COMPENSATION OF THE HEAD OF SCHOOL AND OTHER KEY EMPLOYEES OF THE ORGANIZATION. RELEVANT DATA THAT IS GATHERED FROM THE LATEST ANNUAL SURVEYS FROM COMPARABLE SCHOOLS BOTH NATIONALLY AND REGIONALLY IS RELIED ON TO ENSURE REASONABLE COMPENSATION. THE DATA IS REVIEWED BY TRUSTEES THAT ARE INDEPENDENT AND UPHOLD THEIR FIDUCIARY RESPONSIBILITIES TO THE SCHOOL TO DETERMINE WHAT IS REASONABLE PAY AND COMPENSATION. THE REVIEW OF THE DATA AND THE DETERMINATION OF THE COMPENSATION ARE DOCUMENTED TO RECORD HOW THE COMPENSATION WAS DETERMINED. THESE RECORDS HELP JUSTIFY ANY COMPLAINTS OR CONTESTS AS TO THE REASONABLENESS OF THE COMPENSATION. THE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES AND THEY REVIEW THE DETERMINATION FOR ACCURACY AND REASONABLENESS, AS WELL AS FOR APPROVAL. THIS PROCESS IS FOLLOWED FOR THE COMPENSATION OF THE HEAD OF SCHOOL, AS WELL AS THE OTHER KEY EMPLOYEES. Form 990, Part VI, Section C, line 19 THIS IS AVAILABLE UPON REQUEST. Part XI, line 2c There has been no change to either the oversight process or selection process during the tax year.