2026-04-27T14:50:33-05:00 2025-06-30 540504608 BROWN EDWARDS & COMPANY LLP 1909 FINANCIAL DRIVE HARRISONBURG VA 22801 990 2024-07-01 237063914 TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE TAND 4342961303 279 TANDEM LANE CHARLOTTESVILLE VA 22902 JOHN PEPPER TREASURER 4342961303 2026-01-30 1 1 JAMES R FRIES P01320612 5404346736 2026-01-30 2024 2025-03-06 01:10:19Z WHITNEY THOMPSON 279 TANDEM LANE CHARLOTTESVILLE VA 22902 12721453 0 X HTTPS://WWW.TANDEMFS.ORG/ X 1970 VA SEE SCHEDULE O 13 13 105 125 0 0 488019 2377735 7567321 7976843 378098 178426 30398 27120 8463836 10560124 2076328 2441043 0 0 4463717 4833416 0 0 582309 1543593 1653789 8083638 8928248 380198 1631876 11979983 14320330 1646601 1822040 10333382 12498290 ROOTED IN QUAKER VALUES, TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE PREPARES YOUNG PEOPLE FOR HIGHER EDUCATION AND FULFILLING LIVES OF INTEGRITY, CREATIVE EXPRESSION, AND SERVICE. 0 0 7359722 2413960 7718350 INSTRUCTIONAL SERVICES - IN SUPPORT OF ITS MISSION, THE SCHOOL DELIVERED A 9-MONTH, TWO-SEMESTER COMPREHENSIVE COLLEGE-PREPARATORY EDUCATION DURING THE AUGUST-JUNE SCHOOL YEAR, FOR APPROXIMATELY 250 STUDENTS IN GRADES 5-12, AS WELL AS A CO-CURRICULAR PROGRAM OF COMMUNITY ACTIVITIES, AND A DEDICATED COLLEGE COUNSELING SERVICE. WE GRADUATED 30 STUDENTS, 29 OF WHOM WERE ADMITTED TO FOUR-YEAR COLLEGES. EXPENSES FOR THESE SERVICES INCLUDED SALARIES OF TEACHERS, ADMINISTRATION, AND STAFF, AS WELL AS OPERATING EXPENSES SPECIFICALLY NEEDED TO DELIVER AND IMPROVE THESE SERVICES BOTH ON OUR CAMPUS AND IN THE BROADER COMMUNITY. 449109 27083 211251 AUXILIARY SERVICES - TO SUPPLEMENT THE ACADEMIC PROGRAM, THE SCHOOL PROVIDED A RANGE OF OTHER EDUCATIONAL SERVICES AND EXTRACURRICULAR ACTIVITIES, WHICH INCLUDED A LEARNING RESOURCES CENTER STAFFED BY TANDEM FRIENDS TUTORS TO PROVIDE ON CAMPUS ACADEMIC SUPPORT FOR OUR STUDENTS. APPROXIMATELY, ONE THIRD OF ENROLLED STUDENTS AVAILED THEMSELVES TO SOME DEGREE IN THIS PROGRAM. TANDEM ALSO OFFERS VARSITY, JUNIOR VARSITY, AND MIDDLE SCHOOL SPORTS FOR STUDENTS IN THREE SEASONS, AND A DRAMA PROGRAM THAT PRODUCED SHORT AND FULL-LENGTH PLAYS AND MUSICALS DURING THE SCHOOL YEAR. EXPENSES FOR THESE PROGRAMS INCLUDED SALARIES OF ADMINISTRATORS, COACHES, AND ANCILLARY SUPPORT PERSONNEL, AS WELL AS MATERIAL OPERATING EXPENSES REQUIRED TO FIELD TEAMS, TUTOR STUDENTS, AND TO PRODUCE THEATRICAL PERFORMANCES. 56931 76606 SUMMER PROGRAM - IN THE SUMMERS OF 2024 AND 2025, THE SCHOOL HOSTED A SUMMER CAMP PROGRAM FOR STUDENTS, AGES 6-13, BOTH FROM TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE AND FROM OUTSIDE THE TANDEM FRIENDS COMMUNITY. THE PROGRAM OFFERED CLASSES IN ARTS, CRAFTS, MUSIC, ATHLETICS, AND OUTDOOR ACTIVITIES. A VARIETY OF FULL DAY HANDS-ON COURSES WERE DELIVERED IN THREE TWO-WEEK SESSIONS. THE CAMP IS ENTIRELY ADMINISTERED BY TANDEM, WHICH EMPLOYS THE CAMP DIRECTOR AND CAMP COUNSELORS. IN ADDITION TO PUTTING THE BEAUTIFUL TANDEM FRIENDS CAMPUS TO USE DURING THE SUMMER MONTHS, THE CAMP ALSO SERVES AS A VALUABLE MARKETING TOOL TO ATTRACT POTENTIAL NEW ADMISSIONS AND REINFORCES TANDEM FRIENDS' IMAGE AS SCHOOL THAT WELCOMES AND NURTURES CREATIVITY AND FREEDOM OF EXPRESSION. 7865762 1 1 0 0 0 0 0 0 0 1 1 1 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 24 0 1 105 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 4342961303 279 TANDEM LANE CHARLOTTESVILLE VA 22902 MARY CHINN CO-CHAIR 5.00 X X 0 0 0 ERIC PEIFER CO-CHAIR 5.00 X X 0 0 0 JOHN PEPPER TREASURER 5.00 X X 0 0 0 CICELY SHELTON-BARNES SECRETARY 5.00 X X 0 0 0 MARGARET MCNETT BURRUSS TRUSTEE 5.00 X 0 0 0 GEOFFREY CARTER TRUSTEE 5.00 X 0 0 0 SARAH DAVIES TRUSTEE 5.00 X 0 0 0 ISAAC HALSTEAD TRUSTEE 5.00 X 0 0 0 LAUREL HENNEMAN TRUSTEE 5.00 X 0 0 0 MEREDITH KALNITE TRUSTEE 5.00 X 0 0 0 MOIRA KAVANAGH TRUSTEE 5.00 X 0 0 0 LOUISE KNABE TRUSTEE 5.00 X 0 0 0 BRIAN MASSEY TRUSTEE 5.00 X 0 0 0 WHITNEY THOMPSON HEAD OF SCHOOL 40.00 X 229998 0 47157 MICHELLE SCHLESINGER DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 130000 0 28537 PETER GAINES ASSISTANT HEAD OF SCHOOL 40.00 X 111000 0 41837 TRACY PROCTOR DIRECTOR OF INSTITUTIONAL ADVANCEMENT 40.00 X 115444 0 12362 RUSSELL COMBS UPPER SCHOOL DIRECTOR 40.00 X 105900 0 5863 692342 0 135756 5 0 1 0 THE BUDD GROUP 2325 S STRATFORD ROAD WINSTONSALEM NC 27103 CUSTODIAL SERVICES 213707 COLONIAL WEBB CONTRACTORS 2275 SEMINOLE LANE CHARLOTTESVILLE VA 22901 HVAC SERVICES AND REPAIRS 162788 2 11303 1406397 960035 15194 2377735 TUITION AND FEES 611600 7900237 7900237 SUMMER PROGRAM TUITION 611710 76606 76606 7976843 292470 292470 16562 0 16562 16562 16562 2045041 2010676 148409 34365 -148409 -114044 -114044 0 11303 2244 -2244 -2244 OTHER INCOME 900099 12802 12802 12802 10560124 8006207 0 176182 2441043 2441043 356228 264053 64585 27590 3644218 3192252 98157 353809 164389 141425 7967 14997 375072 331708 13180 30184 293509 254976 11337 27196 17674 13079 3181 1414 22750 16835 4095 1820 16022 16022 156031 113884 24108 18039 67236 3584 63652 13678 10095 2453 1130 151397 109935 25514 15948 466134 354209 107079 4846 37873 29108 7598 1167 27698 22029 3588 2081 9196 6805 1655 736 261552 198779 60157 2616 70657 52286 12718 5653 CURRICULUM 256533 249842 4632 2059 PROFESSIONAL DEVELOPMEN 39334 28535 6827 3972 OTHER EXPENSES 19132 13585 3305 2242 EQUIPMENT AND FURNITURE 16531 14342 1335 854 4361 3373 684 304 8928248 7865762 480177 582309 1699728 2765534 20700 50 8905 10366 81494 83285 8872508 5845170 2949195 3027338 3562867 3831435 3463963 4021313 193131 581009 11979983 14320330 545288 672718 935866 1026238 145118 109167 20329 13917 1646601 1822040 X 3079216 4287754 7254166 8210536 10333382 12498290 11979983 14320330 1631876 533032 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7026829 317400 784260 275742 7852747 6391157 138494 735971 238793 7026829 5926871 185150 546537 267401 6391157 6431123 672033 -942944 233341 5926871 3278938 2331865 1004920 184600 6431123 0.88060 0.11940 1 0 656800 656800 6073064 4350407 1722657 1469441 894073 575368 673203 600690 72513 3027338 FRIENDS FIDUCIARY POOLED INVESTMENT 4021313 F 4021313 FINANCE LEASE OBLIGATION 13917 13917 X 8638335 533032 2244 535276 8103059 16022 2441043 2457065 10560124 6473427 2244 2244 6471183 16022 2441043 2457065 8928248 PART V, LINE 4: EARNINGS FROM THE SCHOOL'S ENDOWMENT FUNDS SUPPORT FINANCIAL AID, FACULTY SALARIES AND DEVELOPMENT, AND OTHER SCHOOL PROGRAMS. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE SCHOOL IS SUBJECT TO TAX ON ANY UNRELATED BUSINESS INCOME THAT IT MAY GENERATE. MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 2,244. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,441,043. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 2,244. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,441,043. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF THE NONDISCRIMINATORY POLICY OF TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE IS PRINTED IN ALL SIGNIFICANT PUBLICATIONS OF THE SCHOOL. ALL SUCH MATERIALS CONTAIN A CLEAR AND UNEQUIVOCAL STATEMENT OF THE SCHOOL'S NONDISCRIMINATORY POLICY IN ADMINISTRATION OF ITS EDUCATION POLICIES, HIRING POLICIES, ADMISSIONS POLICIES, FINANCIAL AID, SCHOLARSHIPS AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. GAME NIGHT 11065 11065 1012 1232 1 238 238 11303 11303 1012 1232 2244 -2244 1 TUITION REDUCTIONS - SCHOLARSHIPS/FINANCIAL AID 103 2441043 BOOK VALUE - COST THE SCHOOL PROVIDED NON-CASH FINANCIAL AID TO 103 STUDENTS IN THE FORM OF REDUCED TUITION. PART I, LINE 2: THE SCHOOL GRANTS SCHOLARSHIPS TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS. NO FUNDS ARE DISTRIBUTED TO INDIVIDUALS. 1 X X X X X 0 0 0 0 0 0 0 0 0 WHITNEY THOMPSON HEAD OF SCHOOL 212189 0 17809 0 0 0 10870 0 36287 0 277155 0 0 0 MICHELLE SCHLESINGER DIRECTOR OF FINANCE AND OPERATIONS 130000 0 0 0 0 0 6500 0 22037 0 158537 0 0 0 PETER GAINES ASSISTANT HEAD OF SCHOOL 107000 0 4000 0 0 0 5550 0 36287 0 152837 0 0 0 FORM 990, PART 1, LINE 1 MISSION: ROOTED IN QUAKER VALUES, TANDEM FRIENDS SCHOOL PREPARES YOUNG PEOPLE FOR HIGHER EDUCATION AND FULFILLING LIVES OF INTEGRITY, CREATIVE EXPRESSION AND SERVICE. AT TANDEM FRIENDS SCHOOL, WE BELIEVE THAT THE FINEST EDUCATION IS ACHIEVED THROUGH AN ACTIVE PARTNERSHIP BETWEEN FACULTY AND STUDENTS. WE HONOR STUDENTS BY HOLDING THEM TO HIGH STANDARDS. TEACHERS ARE DEDICATED TO THE INTELLECTUAL, AESTHETIC AND MORAL GROWTH OF EACH STUDENT. IN TURN, OUR STUDENTS ARE EXPECTED TO ENTER INTO THIS PARTNERSHIP WITH A SENSE OF RESPONSIBILITY AND RESPECT FOR THEIR MENTORS AND FOR THE ENTIRE SCHOOL COMMUNITY. OUR COMMUNITY HAS A REMARKABLE TRADITION OF EDUCATING YOUNG LEARNERS TO BECOME POWERFUL AND PURPOSEFUL ADULTS. AS A FRIENDS QUAKER SCHOOL, STUDENTS ARE HONORED AND RESPECTED AS THEY GROW INTO ADULTHOOD. PROVIDING AN EXEMPLARY ACADEMIC EXPERIENCE IN A SPIRITUAL COMMUNITY BASED ON QUAKER VALUES IS AN UPLIFTING AND SUSTAINING MISSION THAT BINDS US TOGETHER IN A SHARED VISION. PHILOSOPHY: THE ESSENCE OF OUR PHILOSOPHY IS CAPTURED IN THE SCHOOL'S UNOFFICIAL MOTTOES: "FREEDOM WITH RESPONSIBILITY AND "KINDNESS AND WISDOM", AND IN THE QUAKER TESTIMONIES OF SIMPLICITY, PEACE, INTEGRITY, COMMUNITY, EQUALITY, AND STEWARDSHIP. FORM 990, PART VI, SECTION B, LINE 11B TANDEM FRIENDS' ANNUAL INFORMATIONAL RETURN (FORM 990) IS REVIEWED IN DRAFT FORM BY MANAGEMENT AND BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. A FINAL DRAFT OF FORM 990 IS CIRCULATED TO THE ENTIRE BOARD FOR REVIEW AND COMMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TANDEM FRIENDS HAS A CONFLICT OF INTEREST POLICY, WHICH IS ARTICULATED IN ITS EMPLOYMENT PRACTICES MANUAL. TANDEM FRIENDS MONITORS RELATIONSHIPS FOR CONFLICTS OF INTEREST BETWEEN ITS VENDORS AND ITS EMPLOYEES. THE BOARD OF TRUSTEES IS APPRISED ANNUALLY OF TANDEM FRIENDS POLICY, AND EACH TRUSTEE SIGNS A DOCUMENT CONFIRMING THAT NO CONFLICTS EXIST OR DISCLOSING ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THE BOARD OF TRUSTEES, CHAIRED BY THE CHAIR OF THE BOARD, NEGOTIATES A CONTRACT FOR THE HEAD OF SCHOOL, THE TOP MANAGEMENT OFFICIAL AT TANDEM FRIENDS. IN DETERMINING THE TERMS OF EMPLOYMENT AND COMPENSATION, THE COMMITTEE EMPLOYED AN OUTSIDE CONSULTANT AND CONDUCTED A SURVEY OF COMPENSATION AT COMPARABLE INDEPENDENT SCHOOLS. THE COMMITTEE ALSO BENCHMARKED COMPENSATION DATA COMPILED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). THIS LAST OCCURRED IN FEBRUARY 2025. THE COMMITTEE PERFORMS AN ANNUAL APPRAISAL OF THE HEAD'S JOB PERFORMANCE AND BASES ANY CHANGES IN COMPENSATION ON THIS EVALUATION FORM 990, PART VI, SECTION C, LINE 18 COPIES OF THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE KEPT IN THE BUSINESS OFFICE AND ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST THROUGH THE BUSINESS MANAGER FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.