2024-01-24T10:22:55-06:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-07-01 540540100 BURGUNDY FARM COUNTRY DAY SCHOOL INC BURG 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 JEFFREY R SINDLER HEAD OF SCHOOL 7039603431 2024-01-23 1 JEFFREY SINDLER 999009999 1 FRANK H SMITH P00639053 2028225000 2024-01-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY R SINDLER 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 13712733 0 X WWW.BURGUNDYFARM.ORG X 1946 VA PROVIDING A FORMAL EDUCATION FOR GRADES JUNIOR KINDERGARTEN THROUGH 8TH GRADE. 17 17 178 200 0 0 3651187 1134192 11778439 12435121 4738 87302 -16182 -2574 15418182 13654041 1557771 1686877 0 0 6622256 7228898 137500 150000 675770 3067036 3660436 11384563 12726211 4033619 927830 30383815 32961267 14098365 15350296 16285450 17610971 X BURGUNDY FARM COUNTRY DAY SCHOOL (THE SCHOOL) OPERATES AS AN INDEPENDENT SCHOOL PROVIDING FORMAL EDUCATION AS WELL AS EXTENDED DAY CARE AND A SUMMER DAY CAMP AT ITS CAMPUS IN ALEXANDRIA, VIRGINIA. AT OUR BURGUNDY CENTER FOR WILDLIFE STUDIES CAMPUS IN WEST VIRGINIA WE PROVIDE SCHOOL PROGRAMS AND RESIDENTIAL SUMMER CAMP PROGRAMS TO STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. THE SCHOOL SEEKS TO EMPOWER ITS STUDENTS TO BECOME THINKING, INFORMED, COMMITTED, CREATIVE INDIVIDUALS WHO WILL CONTRIBUTE TO ALL LEVELS OF SOCIETY, FROM THEIR FAMILY AND SCHOOL CLASS TO THEIR COMMUNITY AND NATION. 0 0 6444451 1686877 10332397 INSTRUCTIONAL: THE SCHOOL PROVIDES A FORMAL QUALITY EDUCATION FOR STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. 1900589 0 251086 PLANT: THIS INCLUDES THE SCHOOL'S COSTS FOR OPERATING ITS MAIN SCHOOL CAMPUS IN ALEXANDRIA, VIRGINIA AND ITS CAMPUS IN WEST VIRGINIA. 1371076 0 1851638 AUXILIARY SERVICES: THIS PROGRAM IS INCLUSIVE OF SUMMER DAY CAMPS AND EXTENDED DAY CARE. 9716116 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 1 1 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 33 0 1 178 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X KATHY MILLER 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 JANE HYATT THORPE PRESIDENT 5.00 X X 0 0 0 ALEXA STOTT VICE PRESIDENT 5.00 X X 0 0 0 SMITA DUTTA SECRETARY 5.00 X X 0 0 0 ALLEN O'NEIL TREASURER 5.00 X X 0 0 0 MONIQUE BASKIN MEMBER-AT-LARGE 5.00 X 0 0 0 TINA CHINDGREN - WAGNER MEMBER-AT-LARGE 5.00 X 0 0 0 KIMBERLY DAVIS MEMBER-AT-LARGE 5.00 X 0 0 0 AUDREY DREIBELBIS MEMBER-AT-LARGE 5.00 X 0 0 0 BETSY ERICKSON MEMBER-AT-LARGE 5.00 X 0 0 0 BRIAN JOHNSON MEMBER-AT-LARGE 5.00 X 0 0 0 DANIEL MARNER MEMBER-AT-LARGE 5.00 X 0 0 0 KEVIN METZ MEMBER-AT-LARGE 5.00 X 0 0 0 SUSAN MURCHISON MEMBER-AT-LARGE 5.00 X 0 0 0 ANNA POLLACK MEMBER-AT-LARGE 5.00 X 0 0 0 JOE POWERS MEMBER-AT-LARGE 5.00 X 0 0 0 ERIC ROBINSON MEMBER-AT-LARGE 5.00 X 0 0 0 FOUAD SAAD MEMBER-AT-LARGE 5.00 X 0 0 0 JEFFREY R SINDLER HEAD OF SCHOOL 40.00 X 290130 0 59150 KATHY MILLER DIRECTOR OF FINANCE 40.00 X 166629 0 16963 ELIZABETH LENER ASSISTANT HEAD OF SCHOOL- UNTIL 06/23 40.00 X 162887 0 17567 JARED GIVARZ MIDDLE SCHOOL HEAD 40.00 X 121070 0 10668 OMEQUA EADDIE DIRECTOR OF ADMISSION 40.00 X 105294 0 8105 846010 0 112453 5 0 1 0 LAKE SERVICES OF VIRGINIA INC 1608 CHICKSAW PLACE NE LEESBURG VA 20176 POND CARE SERVICES 289106 MONARC CONSTRUCTION INC 2781 HARTLAND ROAD FALLS CHURCH VA 22043 MS DECK REHAB 286321 RIVAS CLEANING SERVICES 7209 HARRISON LANE T3 ALEXANDRIA VA 22306 JANITORIAL SERVICES 210985 THE COMPASS GROUP INC 2961A HUNTER MILL RD OAKTON VA 22124 CAMPAIGN MANAGEMENT SERVICES 150000 4 143807 990385 108837 1134192 TUITION 900099 10332397 10332397 SUMMER PROGRAM FEES 900099 1851638 1851638 CAPITAL MAINT. FEES 900099 251086 251086 12435121 87169 87169 20589 0 20589 20589 20589 133 0 133 133 133 3500 143807 58692 -55192 -55192 MISCELLANEOUS 900099 32029 32029 32029 13654041 12435121 0 84728 1686877 1686877 539312 402865 105166 31281 5651732 4204972 1107844 338916 285166 189253 82648 13265 301041 255950 34397 10694 451647 345825 77873 27949 51239 51239 150000 150000 12480 12480 795950 709562 84367 2021 77762 9470 46513 21779 811067 482447 281540 47080 102756 16634 68120 18002 60600 60532 68 310145 310145 854579 847621 6958 128481 102104 26377 REPAIRS & MAINTENANCE 208635 208252 383 UTILITIES 128754 128754 PROF. DEVELOPMENT 93505 64998 28482 25 FALL FAIR 14034 14034 10449 9725 724 12726211 9716116 2334325 675770 8427173 7457384 2570297 2594042 794510 966631 18288 35799 340396 395214 27415992 9552498 14961645 17863494 3256947 3638681 14559 10022 30383815 32961267 373307 455728 4955808 4762809 8769250 10131759 14098365 15350296 X 12589889 13398318 3695561 4212653 16285450 17610971 30383815 32961267 927830 395558 2133 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4377798 254000 395691 125000 4902489 3941548 902500 -466250 4377798 3189375 100 752073 3941548 3067462 10000 111913 3189375 2899271 550 167641 3067462 0.46880 0.35550 0.17570 0 0 1532551 1532551 24483472 9453145 15030327 1318846 43921 1274925 81123 55432 25691 17863494 COMMONFUND ENDOWMENT 3638681 F 3638681 X 12411067 395558 2133 58692 456383 11954684 12480 1686877 1699357 13654041 11085546 58692 58692 11026854 12480 1686877 1699357 12726211 PART V, LINE 4: IT IS THE POLICY OF THE BOARD THAT THE ANNUAL INVESTMENT EARNINGS ON THE BOARD-DESIGNATED ENDOWMENT FUNDS BE SET ASIDE FOR THE FUTURE USE OF STUDENT FINANCIAL AID. THE BOARD MAY SET ASIDE A PORTION OF THE NET PROCEEDS FROM THE SCHOOL'S ANNUAL AUCTION AND FAIR FOR THE FUTURE USE OF STUDENT FINANCIAL AID. ADDITIONALLY, AS PART OF ITS BILLINGS FOR TUITION AND FEES, THE SCHOOL CHARGES FAMILIES $1,000 FOR CAPITAL MAINTENANCE NEEDS. IT IS THE POLICY OF THE BOARD THAT $200 OF THESE FUNDS BE SET ASIDE FOR FUTURE UNANTICIPATED CAPITAL EXPENDITURES AND THE OTHER $800 TO BE SET ASIDE FOR PHYSICAL PLANT REPLACEMENT, REPAIRS AND SPECIAL MAINTENANCE. FROM TIME TO TIME THE BOARD WILL ALLOCATE A PORTION OR ALL ITS NET RESIDUAL TO COVER UNEXPECTED EXPENSES THAT MAY OCCUR. PART X, LINE 2: THE SCHOOL PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES ON PART VIII 58,692. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX 1,686,877. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES ON PART VIII 58,692. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX 1,686,877. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHED A NOTICE OF ITS NONDISCRIMINATORY POLICY ON THE WEBSITE AND HANDBOOKS. X X X X X X 1 THE COMPASS GROUP 124 QUAY STREET ALEXANDRIA VA 22314 CAMPAIGN MANAGEMENT SERVICES 0 0 150000 -150000 150000 -150000 VA AUCTION 147307 143807 3500 10621 4500 43571 147307 143807 3500 10621 4500 43571 58692 -55192 1 FINANCIAL AID 79 1402941 TUITION REMISSIONS 15 283936 PART I, LINE 2: THE SCHOOL PROVIDES GRANTS TO FAMILIES TO HELP PAY FOR TUITION. NO ACTUAL MONEY IS PAID OUT TO THESE FAMILIES, BUT RATHER THEIR TUITION IS REDUCED BY THE AMOUNT OF THE GRANT. ACCORDINGLY, NO SELF-MONITORING IS NECESSARY TO MONITOR THE USE OF THE FUNDS. X X 0 0 0 0 0 0 0 1 0 JEFFREY R SINDLER HEAD OF SCHOOL 258374 0 31756 0 0 0 16207 0 42943 0 349280 0 0 0 KATHY MILLER DIRECTOR OF FINANCE 164963 0 1666 0 0 0 9998 0 6965 0 183592 0 0 0 ELIZABETH LENER ASSISTANT HEAD OF SCHOOL- UNTIL 06/2 161217 0 1670 0 0 0 9773 0 7794 0 180454 0 0 0 PART I, LINE 7 BONUSES WERE PAID OUT TO THE STAFF FOR SIGNING/MOVING AT THE HEAD OF SCHOOL'S DISCRETION. THE HEAD OF SCHOOL'S BONUS WAS PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS. A FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY 2016-09-01 10500000 CONSTRUCTION OF ARTS & COMMUNITY CENTER AS WELL AS CAMPUS GREEN 0 0 0 A 10500000 130017 8016492 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 1 CHILD OF JEFFREY SINDLER RELATED TO THE OFFICER, HEAD OF SCHOOL 38245 TUITION ASSISTANCE REDUCE COST OF ATTENDANCE FOR CHILDREN X 7 108837 BOOK 0 0 0 PART I, COLUMN (B): CONTRIBUTIONS ARE REPORTED BY THE NUMBER OF CONTRIBUTIONS OF SECURITIES RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE SCHOOL INCLUDE OUR FOUNDERS, LIFE MEMBERS, PARENTS AND GUARDIANS, FACULTY, STAFF AND ADVISORS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE SCHOOL INCLUDE OUR FOUNDERS, LIFE MEMBERS, PARENTS AND GUARDIANS, FACULTY, STAFF AND ADVISORS. EACH CLASS OF QUALIFIED MEMBERS MAY VOTE TO ELECT THE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B ANY MATTER OTHER THAN THE ELECTION OF MEMBER TRUSTEES SUBMITTED TO A VOTE BY QUALIFIED MEMBERS SHALL BE CONDUCTED AT THE ANNUAL MEETING OF THE SCHOOL'S MEMBERSHIP OR AT A SPECIAL MEETING OF THE MEMBERSHIP HELD IN ACCORDANCE WITH ARTICLE III OF THE BYLAWS. EACH QUALIFIED MEMBER SHALL BE ENTITLED TO CAST ONE VOTE PER NOMINEE FOR A NUMBER OF NOMINEES EQUAL TO THE NUMBER OF OPEN POSITIONS ON THE BOARD OF TRUSTEES TO BE FILLED BY MEMBER TRUSTEES, AND ONE VOTE IN ANY OTHER MATTER SUBMITTED TO A VOTE BY QUALIFIED MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE FEDERAL FORM 990 IS RECEIVED FROM THE PREPARER'S OFFICE, THE DIRECTOR OF FINANCE REVIEWS EACH PAGE WITH THE AUDITED FINANCIAL STATEMENTS AND SCHOOL RECORDS TO ENSURE THAT ALL NUMBERS ARE COMPLETE AND ACCURATE. THE RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISTRIBUTED EACH YEAR TO ALL BOARD OF TRUSTEES. SIGNED STATEMENTS ACKNOWLEDGING THAT RECIPIENTS HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE POLICY ARE COLLECTED AT THE ANNUAL MEETING, OR SOON THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL REVIEWS NAIS (NATIONAL INDEPENDENT SCHOOL ASSOCIATION), VAIS (VA INDEPENDENT SCHOOLS ASSOCIATION), AND IE (LOCAL GREATER WASHINGTON, DC SCHOOLS) DATA TO BENCHMARK COMPENSATION. THE EXECUTIVE COMMITTEE USES THIS DATA TO EVALUATE THE HEAD OF SCHOOL'S COMPENSATION DURING CONTRACT NEGOTIATION AND THIS DISCUSSION IS INCLUDED IN THEIR MINUTES. THE SCHOOL CONDUCTED ITS MOST RECENT COMPENSATION STUDY ON JULY 1ST, 2022. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL POSTS AN ARTICLE IN ITS SCHOOL NEWSLETTER ANNUALLY TO LET THE COMMUNITY KNOW THAT ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AUDITED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE IN THE MAIN OFFICE FOR PUBLIC VIEWING.