2026-05-14T08:57:06-05:00 2025-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-07-01 520960218 THE FIELD SCHOOL INC FIEL 2022955800 2301 FOXHALL ROAD NW WASHINGTON DC 20007 LORI STRAUSS HEAD OF SCHOOL 2022955800 2026-05-14 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z LORI STRAUSS 2301 FOXHALL ROAD NW WASHINGTON DC 20007 34366339 0 X WWW.FIELDSCHOOL.ORG X 1972 DC SEE PART III, LINE 1. 16 16 148 100 0 0 10882155 6971727 20195757 21316793 372898 2297122 68297 129851 31519107 30715493 2834764 2968014 0 0 11641882 12509297 16750 0 1463355 5899986 6775740 20393382 22253051 11125725 8462442 99405055 108983191 37224053 37729619 62181002 71253572 X STUDENTS DISCOVER THEIR AUTHENTIC SELVES AND DISTINCTIVE PATHS TO BECOME EMPATHETIC, CREATIVE THINKERS WHO ACT BOLDLY TO SHAPE OUR SHARED FUTURE. SEE SCHEDULE O 0 0 18693242 2968014 21316793 THE FIELD SCHOOL (WASHINGTON, DC) PRIDES ITSELF ON PROVIDING STUDENTS WITH "A PURPOSEFUL EDUCATION." FOUNDED IN 1972, THE FIELD SCHOOL WAS ESTABLISHED BY OUR FOUNDER, ELIZABETH ELY, TO PROVIDE STUDENTS WITH AN INQUIRY-BASED CURRICULUM ENCOMPASSING ORGANIZED "FIELDS" OF KNOWLEDGE-TAUGHT IN AN ENVIRONMENT THAT STRESSED DIALOGUE, ANALYTIC THINKING, AND LARGER LESSONS OF HOW YOUNG PEOPLE COULD GROW TO BECOME GENEROUS, RESPONSIBLE, AND SELF-KNOWING ADULTS. TODAY, WE CONTINUE THIS TRAJECTORY WITH A PEDAGOGY THAT IS RELEVANT, ENGAGING, MEANINGFUL, AND JOYFUL. THE FIELD SCHOOL'S CORE VALUES ARE CREATIVE & CONNECTED, INQUISITIVE & INCLUSIVE, REFELCTIVE & RESILIENT. 18693242 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 148 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOHN REGER 2022955800 2301 FOXHALL ROAD NW WASHINGTON DC 20007 NELSON TORRES BOARD CHAIR 2.00 X X 0 0 0 WILL PECAU VICE CHAIR 1.00 X X 0 0 0 MYRA MCGOVERN VICE CHAIR 1.00 X X 0 0 0 LISA FAUNTROY SECRETARY 1.00 X X 0 0 0 MIMI STROUSE TREASURER 1.00 X X 0 0 0 ROBERTA BANTEL TRUSTEE 1.00 X 0 0 0 BETSEY DRUCKER TRUSTEE 1.00 X 0 0 0 MICHAEL DESANTIS TRUSTEE 1.00 X 0 0 0 SAM KLAUSNER TRUSTEE 1.00 X 0 0 0 KEISHA LEMON TRUSTEE 1.00 X 0 0 0 NANCY MELLON TRUSTEE 1.00 X 0 0 0 CYNTHIA QUARTERMAN TRUSTEE 1.00 X 0 0 0 ELIZABETH SAVAGE TRUSTEE 1.00 X 0 0 0 STEPHANIE SCHWARTZ TRUSTEE 1.00 X 0 0 0 DAVID SCHWARZ TRUSTEE 1.00 X 0 0 0 DAVE SOHIER TRUSTEE 1.00 X 0 0 0 LORI STRAUSS HEAD OF SCHOOL 60.00 X 722967 0 87302 JULIA GAYLORD ASSISTANT HEAD OF SCHOOL 50.00 X 186049 0 36395 JOHN REGER CFO/COO 50.00 X 243773 0 26686 TARA MCHALE DIR. OF STUDENT SUPPORT SERVICES 40.00 X 166537 0 34898 PAGE NATHANIEL STITES UPPER SCHOOL DIRECTOR 40.00 X 175199 0 25127 JACLYN ZARRELLA HISTORY DEPT. CHAIR & US INST. COACH 40.00 X 153121 0 8738 DEBARIO FLEMING DIRECTOR OF DEI 40.00 X 149884 0 6355 SUSAN VOGEL DIRECTOR OF ADVANCEMENT 40.00 X 187932 0 6487 1985462 0 231988 30 0 1 0 JAMES G DAVIS CONSTRUCTION CORPORATION 12530 PARKLAWN DRIVE ROCKVILLE MD 20852 BUILDING RENOVATION 2531525 PERKINS WILL INC 410 NORTH MICHIGAN AVENUE SUITE 16 CHICAGO IL 60611 ARCHTECTURAL WOK FOR THE BZA MODIFICATIO 1265001 THE COMPASS GROUP INC 32 CONWAY CIRCLE BLOOMINGTON IL 61704 CONSULTING AND CAMPAIGN MANAGEMENT SERVI 336299 LAKELAND TOURS LLC DBA WORLDSTRIDES 218 WEST WATER ST STE 400 CHARLOTTESVILLE VA 22902 TRAVEL AGENCY 285197 SECURITAS SERCURITY SERVICES USA 9 CAMPUS DRIVE PARSIPPANY NJ 07054 SECURITY SERVICES 222354 8 6971727 440660 6971727 TUITION AND FEES 900099 21316793 21316793 21316793 1520953 1520953 94030 0 94030 94030 94030 4363577 51866 3599723 39551 763854 12315 776169 776169 7539 11572 -4033 -4033 SUMMER CAMP 900099 27875 27875 VENDING COMMISSIONS 900099 6942 6942 MISCELLANEOUS 900099 5037 5037 39854 30715493 21312760 0 2431006 2968014 2968014 1357728 520174 631956 205598 8974900 8359322 360994 254584 376230 367481 4215 4534 1066148 953173 71641 41334 734291 636083 66651 31557 257160 257160 56764 56764 83617 83617 1379420 853700 99173 426547 36309 1768 34541 273152 160259 72789 40104 474632 411152 43082 20398 33677 32323 1354 239273 218774 18480 2019 531395 460323 48234 22838 1799497 1558822 163339 77336 178427 154563 16196 7668 REPAIRS AND MAINTENANCE 426400 369371 38704 18325 EQUIPMENT 227061 90132 136799 130 ENTERTAINMENT 216674 16873 29388 170413 SUBS. AND PUB'L 208865 65561 92057 51247 353417 238214 62375 52828 22253051 18693242 2096454 1463355 1540598 1689613 14304460 21868384 8828418 8186980 123007 110098 10583 9045 426967 525780 68618555 21276646 43470543 47341909 25565295 24894457 5135184 4356925 99405055 108983191 963161 1011838 10063473 10448968 26164593 26193972 32826 74841 37224053 37729619 X 52270961 55460102 9910041 15793470 62181002 71253572 99405055 108983191 X 8462442 1439539 -829411 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 772937 125000 54024 20007 931954 573302 175000 45397 20762 772937 485167 75000 34566 21431 573302 573676 -66009 22500 485167 548477 43410 18211 573676 0.00000 1.00000 0.00000 0 0 10022200 10022200 53208736 18282364 34926372 3377255 1523572 1853683 2010364 1470710 539654 47341909 DEFERRED COMPENSATION 74841 74841 29114973 1439539 11572 1451111 27663862 83617 2968014 3051631 30715493 19212992 11572 11572 19201420 83617 2968014 3051631 22253051 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED ENDOWMENTS IN WHICH THE PRINCIPAL IS INVESTED IN PERPETUITY AND THE INCOME IS EXPENDABLE TO SUPPORT FINANCIAL AID AT THE FIELD SCHOOL. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPIRITWARE COST OF GOODS SOLD REPORTED AS EXPENSE ON THE 11,572. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE NETTED WITH REVENUE ON THE FINANCIAL 2,968,014. STATEMENTS AND INCLUDED AS EXPENSES ON PART IX PART XII, LINE 2D - OTHER ADJUSTMENTS: SPIRITWARE COST OF GOODS SOLD REPORTED AS EXPENSE ON THE 11,572. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE NETTED WITH REVENUE ON THE FINANCIAL 2,968,014. STATEMENTS AND INCLUDED AS EXPENSES ON PART IX 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 OUR NON-DISCRIMINATION POLICY IS NOT ONLY ADVERTISED IN OUR ADMISSION MATERIALS, BUT ALSO IN OUR EMPLOYMENT ADS, OUR WEBSITE, THE ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON (AIOSGW) EMPLOYEE LISTINGS AND THE DISTRICT OF COLUMBIA JOB LISTINGS. 1 STUDENT FINANCIAL AID 68 2968014 PART I, LINE 2: FAMILIES SEEKING FINANCIAL AID FROM THE FIELD SCHOOL MUST APPLY FOR AID THROUGH CLARITY FINANCIAL INC. BY JANUARY 15 OF THE APPLYING YEAR (AVAILABLE ON-LINE AT WWW.CLARITYAPP.COM). IN ADDITION, FAMILIES MUST SUBMIT W-2 AND 1040 FORMS FOR THE PREVIOUS YEAR DIRECTLY TO THE FIELD SCHOOL NO LATER THAN FEBRUARY 1. CLARITY PROVIDES A REPORT CONTAINING AN ANALYSIS OF THE INCOME AND EXPENSES FOR EACH APPLYING FAMILY AND A RECOMMENDATION REGARDING HOW MUCH THE FAMILY CAN AFFORD TO SPEND ON AN INDEPENDENT SCHOOL EDUCATION. THE SCHOOL USES THIS ANALYSIS AND RECOMMENDATION AS A GUIDE-PROVIDING IT GREAT WEIGHT-IN ITS OWN ANALYSIS OF THE AMOUNT A FAMILY WOULD NEED IN ORDER TO ACCEPT AN OFFER OF ADMISSION FROM THE FIELD SCHOOL. WE ADDITIONALLY TAKE INTO ACCOUNT LOCAL CONDITIONS IN THE DC AREA ECONOMY AND MARKET SPECIFIC CIRCUMSTANCES OF THE FAMILY'S FINANCIAL SITUATION THAT WE MAY BECOME AWARE OF, AS WELL AS OUR KNOWLEDGE OF HOW MUCH THE FAMILY MAY HAVE PREVIOUSLY PAID AT OTHER SCHOOLS OR IS PROJECTED TO PAY AT OTHER SCHOOLS FOR OTHER CHILDREN. OUR AID IS ENTIRELY NEED-BASED AND DOES NOT REFLECT RELATIVE SCHOLARLY MERIT. THE FINAL DECISIONS ARE MADE BY THE DIRECTOR OF FINANCIAL AID IN CONSULTATION WITH THE HEAD OF SCHOOL AND THE CHIEF FINANCIAL OFFICER. X X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 LORI STRAUSS HEAD OF SCHOOL 538501 0 7681 0 176785 0 66493 0 20809 0 810269 0 0 0 JOHN REGER CFO/COO 240164 0 3609 0 0 0 7344 0 19342 0 270459 0 0 0 JULIA GAYLORD ASSISTANT HEAD OF SCHOOL 184177 0 1872 0 0 0 17442 0 18953 0 222444 0 0 0 TARA MCHALE DIR. OF STUDENT SUPPORT SERVICES 164617 0 1920 0 0 0 15390 0 19508 0 201435 0 0 0 PAGE NATHANIEL STITES UPPER SCHOOL DIRECTOR 173473 0 1726 0 0 0 5355 0 19772 0 200326 0 0 0 SUSAN VOGEL DIRECTOR OF ADVANCEMENT 186019 0 1913 0 0 0 5569 0 918 0 194419 0 0 0 JACLYN ZARRELLA HISTORY DEPT. CHAIR & US INST. COACH 150371 0 2750 0 0 0 7424 0 1314 0 161859 0 0 0 DEBARIO FLEMING DIRECTOR OF DEI 148043 0 1841 0 0 0 4498 0 1857 0 156239 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL HAS A BUDGET FOR SCHOOL RELATED EXPENSES THAT ARE FOR USE AT THEIR DISCRETION (NOT INCLUDED IN THE W-2). THE SCHOOL GROSS UP SHORT TERM DISABILITY INSURANCE PLAN. DURING THE YEAR LORI STRAUSS RECEIVED A HOUSING ALLOWANCE OF $50,000. PART I, LINE 7 ALL INDIVIDUALS LISTED AT SCHEDULE J, PART II, RECEIVED RETENTION BONUSES IN THE AMOUNTS SHOWN AT COLUMN B(II). A DISTRICT OF COLUMBIA 536001131 2020-11-01 26500000 REFINANCE PRIOR DEBT AND CONSTRUCTION OF SCHOOL ADDITION 0 0 0 A 309028 26500000 26500000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 FIRST NATIONAL BANK 15.000000000000 0 0 0 0 1 A 1 NAME IS NOT INCLUDED TO AVOID DISCL OFFICER OF THE ORGANIZATION 56785 AID IN PROVIDING EDUCATIONAL BENEFITS TO CHILDREN TUITION REMISSION FOR CHILD X 19 435141 FMV X FABRIC FOR STUDIO DEPARTMENT 1 3500 X ENTERTAINMENT 2 1419 X FOOD AND BEVERAGES 1 600 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1 CREATIVE + CONNECTED A FIELD STUDENT DEVELOPS THEIR PASSIONS AND INTERESTS THROUGH EXPLORATION AND DISCOVERY. MEANINGFUL, RELEVANT, AND INTERWOVEN COURSEWORK PROVIDES FIELD STUDENTS OPPORTUNITIES TO GRAPPLE WITH THEIR INDIVIDUALITY, INTERDEPENDENCE, AND THE COMMON GOOD AS BOTH MEMBERS OF OUR SCHOOL COMMUNITY AND GLOBAL CITIZENS. INQUISITIVE + INCLUSIVE A FIELD STUDENT SEEKS TO DISCOVER MORE ABOUT THEMSELVES AND THE WORLD THROUGH INQUIRY AND AN INTENTIONALLY CRAFTED AND RELEVANT CURRICULUM. BY WRESTLING WITH COMPLEX, REAL-WORLD ISSUES, GRADUATES ARE PROBLEM-SOLVERS AND INNOVATORS. THEY ARE PROUD ADVOCATES FOR THEMSELVES AND OTHERS. AS A RESULT OF STRIVING TOWARDS A DEEPER UNDERSTANDING OF EACH INDIVIDUAL, WE BUILD A COMMUNITY THAT IS OPEN AND WELCOMING, CELEBRATING DIFFERENCES AND OUR SHARED VALUES. REFLECTIVE + RESILIENT A FIELD STUDENT IS ASKED NOT JUST TO PRODUCE BUT TO THOUGHTFULLY CONSIDER AND RECONSIDER THE EVIDENCE OF THEIR LEARNING. EXEMPLIFYING THE SCHOOL MOTTO, AUDE SAPERE (DARE TO BE WISE), STUDENTS EMBRACE THEIR MISTAKES AS GROWTH OPPORTUNITIES AND HONE THE ITERATIVE DESIGN PROCESS-DEVELOPING INTO LIFELONG LEARNERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTANT AND REVIEWED BY THE FINANCE COMMITTEE. THE RETURN WAS PRESENTED TO THE BOARD FOR APPROVAL PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS. TRUSTEES ARE ALSO EXPECTED TO ACT AT ALL TIMES IN A MANNER CONSISTENT WITH THEIR FIDUCIARY DUTIES TO THE FIELD SCHOOL, AND TO EXERCISE PARTICULAR CARE THAT NO DETRIMENT TO THE FIELD SCHOOL RESULTS FROM ANY CONFLICT BETWEEN THEIR INTERESTS AND THIS OF THE FIELD SCHOOL. FURTHER, TRUSTEES WILL NOT VOTE OR DEBATE ON ANY MATTER IN WHICH THE TRUSTEE HAS A DIRECT OR INDIRECT INTEREST. THE BOARD MAY APPROVE A TRANSACTION IN WHICH A TRUSTEE HAS AN INTEREST IF THE MATERIAL FACTS OF THE TRANSACTION AND THE TRUSTEE'S INTEREST ARE DISCLOSED AND THE TRUSTEES APPROVING THE TRANSACTION DETERMINE THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ESTABLISHED A COMPENSATION COMMITTEE TO DETERMINE THE HEAD OF SCHOOL'S COMPENSATION THAT CONSISTS OF INDEPENDENT MEMBERS OF THE BOARD, AND INCLUDES THE CHAIR OF THE SCHOOL, THE TREASURER AND ONE OTHER BOARD MEMBER. ANNUALLY THE HEAD OF SCHOOL'S PERFORMANCE IS EVALUATED BY THE BOARD AND THESE COMMENTS ARE USED TO DETERMINE THE HEAD OF SCHOOL'S COMPENSATION. THE HEAD OF SCHOOL'S CONTRACT CALLS FOR A MINIMUM ANNUAL RAISE OF 3.0%. IN APPROVING THE CURRENT CONTRACT, THE COMPENSATION COMMITTEE CONSIDERED COMPENSATION LEVELS FROM APPROXIMATELY 20 DIFFERENT SCHOOLS. TEN SCHOOLS WERE SELECTED FROM THE DC AREA AND 10 SCHOOLS WERE SELECTED FROM AROUND THE COUNTRY. THE BOARD HAS ESTABLISHED A SALARY GOAL FOR ALL EMPLOYEES. THAT GOAL IS FOR THE SCHOOL'S COMPENSATION TO BE WITHIN THE 75TH PERCENTILE OF ALL LOCAL SCHOOLS. THE MOST RECENT CONTRACT REVIEW WAS COMPLETED IN JUNE 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: LOSS ON INTEREST RATE SWAP -829,411.