2025-05-15T09:57:08-05:00 2024-07-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2023-08-01 580566206 THE WESTMINSTER SCHOOLS INC WEST 4043558673 1424 WEST PACES FERRY ROAD NW ATLANTA GA 30327 ANTOINETTE M BOYD TREASURER/CFO/COO 4043558673 2025-05-08 1 1 MARY JO ALEXANDER P00002534 7709558600 2025-05-08 2023 2025-03-06 01:10:19Z KEITH A EVANS 1424 WEST PACES FERRY ROAD NW ATLANTA GA 30327 102615133 0 X WWW.WESTMINSTER.NET X 1920 GA WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL SERVING INTELLECTUALLY MOITVATED, CURIOUS STUDENTS WHO BRING DIVERSE GIFTS TO THE COMMUNITY. THE SCHOOL ASPIRES TO PROVIDE AN EXCEPTIONAL STUDENT EXPERIENCE FOCUSED ON THE PURSUIT OF ACADEMIC AND PERSONAL EXCELLENCE. WESTMINSTER STRIVES TO BE AN INCLUSIVE COMMUNITY, UPHOLDING THE DIGNITY OF ALL PEOPLE AS THE ESSENTIAL EXPRESSION OF OUR CHARACTER AS A CHRISTIAN SCHOOL. 33 29 843 625 935830 18748 26861563 12300812 66647878 70256927 3569946 5131154 655615 934238 97735002 88623131 6474784 6787749 0 0 52952655 56156245 179855 107404 3162951 37747536 37628342 97354830 100679740 380172 -12056609 659561785 670872621 247288353 250017390 412273432 420855231 X WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL SERVING INTELLECTUALLY MOTIVATED, CURIOUS STUDENTS WHO BRING DIVERSE GIFTS TO THE COMMUNITY. 0 0 85095453 6787749 66788572 WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL SERVING INTELLECTUALLY MOTIVATED, CURIOUS STUDENTS WHO BRING DIVERSE GIFTS TO THE COMMUNITY. ELEMENTARY & SECONDARY EDUCATION, GENERAL ORDER: THE SCHOOL ENROLLED 1881 STUDENTS IN THE YEAR ENDED JULY 31, 2024 WITH 43% MINORITY ENROLLMENT. LOW CLASS SIZE ENCOURAGES ACADEMIC ACHIEVEMENTS REFLECTED BY STUDENTS' ACCOMPLISHMENTS INCLUDING 28 NATIONAL MERIT FINALISTS, 29 SEMIFINALISTS AND 28 COMMENDED STUDENTS. THE MOST RECENT SAT RANGE FOR THE MIDDLE 50% OF THE SENIOR CLASS WAS 1300-1520. THE SCHOOL'S FACULTY, WITH 199 ADVANCED DEGREES, REPRESENTS AN INTEGRAL COMPONENT OF EACH STUDENT'S EDUCATION. WESTMINSTER'S STUDENTS' INTERESTS EXTEND BEYOND ACADEMICS, AND INCLUDE ATHLETIC PURSUITS, ARTISTIC ACCOMPLISHMENTS, AND COMMUNITY SERVICE. IN THE 2023-2024 SCHOOL YEAR, THE SCHOOL WON 7 STATE CHAMPIONSHIPS IN ATHLETIC COMPETITIONS, WITH 77.6% OF UPPER SCHOOL AND MIDDLE SCHOOL STUDENTS INVOLVED IN ATHLETIC ACTIVITIES. THE ARTS ARE HISTORICALLY VERY STRONG AT WESTMINSTER. OVER 61% OF STUDENTS IN THE MIDDLE SCHOOL AND 34% OF STUDENTS IN THE UPPER SCHOOL PARTICIPATE IN THE PERFORMING ARTS. THE BAND, ORCHESTRA, AND CHORAL PROGRAMS HAVE A NUMBER OF OFFERINGS IN EACH DIVISION OF THE SCHOOL, AND CONSISTENTLY RECEIVE SUPERIOR RATING IN COMPETITIONS. WESTMINSTER IS DEDICATED TO THE CONCEPT OF COMMUNITY SERVICE AND STUDENTS HAVE A STRONG TRADITION OF INVOLVEMENT IN THEIR SCHOOL AND THE WIDER COMMUNITY. MOST STUDENTS PARTICIPATE IN VOLUNTARY COMMUNITY SERVICE. ALL DIVISIONS OF THE SCHOOL PARTICIPATE IN SERVICE OPPORTUNITIES THROUGHOUT THE SCHOOL YEAR. THROUGH ITS ENDOWMENT, WESTMINSTER HAS BEEN ABLE TO PROVIDE EDUCATIONAL OPPORTUNITIES TO STUDENTS WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN PRIVATE EDUCATION. IN THE 2023-2024 SCHOOL YEAR, 10% OF THE STUDENTS RECEIVED NEED-BASED FINANCIAL AID WHICH MADE ATTENDANCE AT WESTMINSTER POSSIBLE. FOOD SERVICES PROVIDES 2,405 LUNCHES EACH DAY FOR STUDENTS, FACULTY AND STAFF, PLUS A NUMBER OF ADDITIONAL MEALS AT EVENTS AT THE SCHOOL. 2695646 3468355 STUDENT SERVICE PROGRAMS: WESTMINSTER AUXILIARY ENTERPRISES PROVIDE PROGRAMS AND SERVICES WHICH AUGMENT THE SCHOOL'S EDUCATIONAL OBJECTIVES. WESTMINSTER'S SUMMER PROGRAMS OFFER A WIDE VARIETY OF OPPORTUNITIES THROUGH ITS 25 IN-PERSON CAMP OFFERINGS TO 2545 WESTMINSTER AND NON-WESTMINSTER STUDENTS AGES 4-16. WESTMINSTER ELEMENTARY SCHOOL'S AFTER-SCHOOL PROGRAM, ASK!, SERVICES APPROXIMATELY 261 STUDENTS. STUDENTS MAY CHOOSE TO PARTICIPATE IN MINI-COURSES IN A VARIETY OF SUBJECT AREAS INCLUDING ACADEMICS, ARTS AND ATHLETICS DURING REGULAR PROGRAM HOURS. WESTMINSTER'S NURSERY SERVICES 92 STUDENTS BETWEEN THE AGES OF SIX WEEKS AND FOUR YEARS AND IS AVAILABLE FOR BOTH WESTMINSTER AND NON-WESTMINSTER STUDENTS. THE CURRICULUM IS DESIGNED TO DEVELOP AND SUSTAIN EACH CHILD'S NATURAL CURIOSITY TO INSPIRE A LIFELONG LOVE FOR LEARNING. 87791099 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 1 1 0 0 1 203 0 1 843 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 33 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA GA X KIM AVERY 4048013486 1424 WEST PACES FERRY ROAD ATLANTA GA 303272428 KEITH A EVANS PRESIDENT AND CEO/BOARD MEMBER 55.00 X X 957386 0 115631 ANTOINETTE M BOYD TREASURER/CFO/COO 55.00 X 433704 0 106479 EMILIE R HENRY VP FOR INSTITUTIONAL ADVANCEMENT 55.00 X 349066 0 113025 JAMES JUSTICE DEAN OF ACADEMICS - CURRICULUM 55.00 X 200245 0 194726 DANETTE MORTON EXECUTIVE DIRECTOR - CENTER FOR TEACHING 55.00 X 240329 0 97733 LAUREN DUPRIEST HEAD OF LOWER SCHOOL 55.00 X 228152 0 108826 CHANLEY SMALL HEAD OF UPPER SCHOOL 55.00 X 254583 0 33317 TORREY WILLIAMS CHIEF INFORMATION OFFICER 55.00 X 214948 0 53963 TIMOTHY DOWNES FORMER DIRECTOR OF ATHLETICS 55.00 X 100634 0 42317 TINA L JACOBS BOARD SECRETARY 55.00 X 90967 0 26476 KATHARINE W KELLEY CHAIR 3.00 X X 0 0 0 ALLISON BOLCH MORAN VICE CHAIR 3.00 X X 0 0 0 MARILYN S BLACK TRUSTEE 3.00 X 0 0 0 ELIZABETH KILCULLEN BLAKE TRUSTEE 3.00 X 0 0 0 JAVAN T BUNCH TRUSTEE 3.00 X 0 0 0 MAHNAZ R CHARANIA TRUSTEE 3.00 X 0 0 0 J DONALD CHILDRESS TRUSTEE 3.00 X 0 0 0 DAVID CUMMINGS TRUSTEE 3.00 X 0 0 0 CLARE DRAPER TRUSTEE 3.00 X 0 0 0 MICHAEL J EGAN TRUSTEE 3.00 X 0 0 0 RAND HAGEN TRUSTEE 3.00 X 0 0 0 F SHEFFIELD HALE TRUSTEE 3.00 X 0 0 0 SCOTT D HAWKINS TRUSTEE 3.00 X 0 0 0 ANGELA HSU TRUSTEE 3.00 X 0 0 0 IRA JACKSON TRUSTEE 3.00 X 0 0 0 SUJA KATARYA TRUSTEE 3.00 X 0 0 0 STEPHEN S LANIER TRUSTEE 3.00 X 0 0 0 JENNY POCALYKO LATZ TRUSTEE 3.00 X 0 0 0 JANET M LAVINE TRUSTEE 3.00 X 0 0 0 DAVID M LOVE TRUSTEE 3.00 X 0 0 0 LISA OLIVETTI MCGAHAN TRUSTEE 3.00 X 0 0 0 RICHARD V MCPHAIL III TRUSTEE 3.00 X 0 0 0 FLOYD C NEWTON III TRUSTEE 3.00 X 0 0 0 ROBERT D NOELL TRUSTEE 3.00 X 0 0 0 RAHUL PATEL TRUSTEE 3.00 X 0 0 0 LESLIE PATTERSON TRUSTEE 3.00 X 0 0 0 NATOSHA REID RICE TRUSTEE 3.00 X 0 0 0 LOUISE SCOTT SAMS TRUSTEE 3.00 X 0 0 0 JEFFREY P SMALL JR TRUSTEE 3.00 X 0 0 0 TIM TASSOPOULOS TRUSTEE 3.00 X 0 0 0 DANA WEEKS UGWONALI TRUSTEE 3.00 X 0 0 0 D SCOTT WEIMER TRUSTEE 3.00 X 0 0 0 3070014 0 892493 99 1 1 0 J E DUNN CONSTRUCTION COMPANY 1001 LOCUST STREET KANSAS CITY MO 64106 CONSTRUCTION 15645916 FLIK INDEPENDENT SCHOOLS 2 INTERNATIONAL DRIVE RYE BROOK NY 10573 DINING 4103015 ENNEAD ARCHITECTS LLP 1 WORLD TRADE CENTER 40TH FL NEW YORK NY 10007 CONSTRUCTION 3089474 ZENNITH CONSTRUCTION 620 AVIGNON COURT SANDY SPRINGS GA 30350 CONSTRUCTION SERVICES & MATERIALS 1908517 BCJ BUILDING SERVICES 1413 WOODMONT LANE NW SUITE A ATLANTA GA 30318 JANITORIAL SERVICES 872383 38 12300812 2816135 12300812 TUITION AND FEES 611110 66613481 66613481 SUMMER PROGRAMS 611110 1562118 1562118 NURSERY 624410 1268227 1268227 EXTENDED DAY PROGRAMS 624410 638010 638010 OTHER PROGRAM FEES 611710 175091 175091 70256927 3103278 935830 2167448 1922434 1922434 584767 271335 313432 313432 313432 12581031 97947 12053373 520163 527658 -422216 105442 105442 1388063 1147131 240932 240932 OTHER INCOME 900099 253563 253563 CREDIT CARD REBATE 900099 92299 92299 STUDENT ACCIDENT & OTHER INS 900099 34012 34012 379874 88623131 70256927 935830 5129562 6787749 6787749 2240559 1796661 443898 310630 310630 41060306 37026891 2339800 1693615 2642096 2400535 128439 113122 6688574 6448251 240323 3214080 2666795 394615 152670 617785 49090 568385 310 91600 91600 107404 107404 555126 555126 1869402 1260650 514118 94634 330206 2921 327165 120 3282832 2915421 338761 28650 1902052 1286480 608024 7548 1521242 1493555 18255 9432 2030118 1919138 105334 5646 1802036 1278540 303370 220126 3929582 3858064 47155 24363 11564290 11564072 144 74 1018883 1018883 REPAIRS & MAINTENANCE 3328154 3262032 46559 19563 FOOD 3114240 3108002 6238 BAD DEBT EXPENSE 383710 383710 MEMBERSHIP DUES 285698 152283 133348 67 1386 1386 100679740 87791099 9725690 3162951 691226 577171 84429851 42003724 30416071 24057142 2292943 1797728 820179 748870 1666501 2201613 335544817 134454534 175820773 201090283 80552490 114397195 281342302 281533379 1529449 2465516 659561785 670872621 12971150 12684228 43187257 46156782 190662893 190693048 467053 483332 247288353 250017390 X 193101955 202564543 219171477 218290688 412273432 420855231 659561785 670872621 X -12056609 18878171 1760237 X X 0 1 X 1 0 X 15526230 30548733 15929982 26861563 12300812 101167320 15526230 30548733 15929982 26861563 12300812 101167320 22875238 78292082 604570 628684 632144 3763111 5610479 11238988 1067512 1110907 1535917 247170 379874 4341380 116747688 320439392 0.67060 0.63600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: BOOKSTORE SALES - 2019 AMOUNT: $ 987,437. 2020 AMOUNT: $ 934,852. 2021 AMOUNT: $ 1,293,065. SNACKBAR SALES - 2019 AMOUNT: $ 80,075. CREDIT CARD REBATE - 2020 AMOUNT: $ 49,620. 2021 AMOUNT: $ 59,668. 2022 AMOUNT: $ 71,673. 2023 AMOUNT: $ 92,299. INSURANCE REFUND - 2020 AMOUNT: $ 43,711. STUDENT ACCIDENT OTHER INS - 2020 AMOUNT: $ 32,705. 2021 AMOUNT: $ 37,597. 2022 AMOUNT: $ 34,092. 2023 AMOUNT: $ 34,012. OTHER REVENUE - 2020 AMOUNT: $ 50,019. 2021 AMOUNT: $ 122,187. 2022 AMOUNT: $ 141,405. 2023 AMOUNT: $ 253,563. TEACHING CONFERENCES - 2021 AMOUNT: $ 23,400. SCHEDULE A, PART II SECTION A THE WESTMINSTER SCHOOLS ARE COMPLETING SCHEDULE A PART II IN ORDER TO UTILIZE THE SPECIAL RULE ON 990 SCHEDULE B. SCHEDULE B IDENTIFIES THAT THE SPECIAL RULE MAY BE UTILIZED BY ORGANIZATIONS THAT MET THE 33 1/3% SUPPORT TEST AND CHECKED THE BOX ON SCHEDULE A PART II LINE 13, 16A, OR 16B. THE WESTMINSTER SCHOOLS MET THE 33 1/3% SUPPORT TEST FOR THE FISCAL YEAR ENDED JULY 31, 2024 AND HAVE CHECKED THE BOX ON SCHEDULE A PART II LINE 16A. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 291416183 2112599 17823706 2645706 11622188 297084594 299953079 1315203 3602901 2434932 11020068 291416183 328452369 946961 -16146251 2219174 11080826 299953079 260868017 903376 79431038 2234778 10515284 328452369 272416395 1843161 8849443 2105047 20135935 260868017 0.36000 0.32000 0.32000 0 0 9603561 9603561 195342998 81867112 113475886 35808205 11223128 24585077 47698784 40083341 7615443 47091269 1280953 45810316 201090283 PRIVATE EQUITY FUNDS 281486897 F REAL ESTATE FUNDS 46482 F 281533379 AGENCY ACCOUNTS 483332 483332 X 102963267 18878171 -5411222 13466949 89496318 545279 -1418466 -873187 88623131 94381468 1418466 1418466 92963002 545279 7171459 7716738 100679740 PART V, LINE 4: THE PREEMINENT FUNCTION OF THE WESTMINSTER SCHOOLS ENDOWMENT FUND IS TO PROVIDE FINANCIAL RESOURCES TO HELP UNDERWRITE THE EDUCATIONAL NEEDS OF CURRENT AND FUTURE GENERATIONS OF STUDENTS AND TO ENHANCE THE FINANCIAL WELL-BEING OF THE WESTMINSTER SCHOOLS. PART X, LINE 2: THE SCHOOL IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE SCHOOL PROVIDES FOR INCOME TAXES BASED ON FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES WHICH ESTABLISHES THE CRITERION THAT AN INDIVIDUAL TAX POSITION HAS TO MEET FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL IS REQUIRED TO DETERMINE THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE TAX POSITION FOLLOWING AN AUDIT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS 25,231. FINANCIAL AID EXPENSE TREATED AS CONTRA REVENUE ON FINANCIALS -6,787,749. BAD DEBT CONTRA REVENUE ON PRIOR YEAR PLEDGES -383,710. RECOVERY OF PRIOR YEAR UNCOLLECTIBLE PLEDGES 1,735,006. PART XI, LINE 4B - OTHER ADJUSTMENTS: BOOKSTORE COGS CONTRA REVENUE -916,322. RENTAL EXPENSES CONTRA REVENUE -271,335. SNACK BAR COS CONTRA REVENUE -230,809. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COGS RECLASSED TO STATEMENT OF ACTIVITIES 916,322. RENTAL EXPENSE RECLASSED TO STATEMENT OF ACTIVITIES 271,335. SNACK BAR COS RECLASSED TO STATEMENT OF ACTIVITIES 230,809. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE ON PRIOR YEAR PLEDGES 383,710. FINANCIAL AID 6,787,749. 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 WESTMINSTER SCHOOLS, AN INCLUSIVE EDUCATIONAL AND SPIRITUAL COMMUNITY, EMBRACES AND VALUES THE UNIQUE QUALITIES AND TRAITS OF EACH OF ITS MEMBERS. WE RECOGNIZE THAT AN INFORMED UNDERSTANDING OF ONE'S OWN IDENTITY NOT ONLY CONTRIBUTES TO THE DEVELOPMENT OF A HEALTHY, EMPOWERED YOUNG ADULT BUT ALSO ENHANCES THE LEARNING EXPERIENCE FOR EACH AND EVERY MEMBER OF THE COMMUNITY. CONSEQUENTLY, WE CELEBRATE OUR GROWING DIVERSITY THROUGH PROTECTION AND EXPLORATION OF INDIVIDUAL DIFFERENCE ARTICULATED ALONG A WIDE SPECTRUM THAT INCLUDES, BUT CERTAINLY IS NOT LIMITED TO RACE, CLASS, GENDER, RELIGION, AND SEXUAL ORIENTATION. THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S WEBSITE (HTTPS://WWW.WESTMINSTER.NET/EQUITY-INCLUSION), PRINTED MATERIAL PROVIDED TO EVERY PROSPECTIVE STUDENT, AND IN ANY LOCAL NEWSPAPER OR NATIONAL MAGAZINE IN WHICH THE SCHOOL PLACES AN ADVERTISEMENT. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES VOICES OF RESILIENCETHIS COURSE WILL EXPLORE THE HISTORY OF THE JEWISH EXPERIENCE AND ANTISEMITISM FROM ANTIQUITY TO THE PRESENT. USING FIRST HAND-ACCOUNTS, LITERATURE, FILM, ART, AND IMMERSIVE TRAVEL, STUDENTS WILL ANALYZE THE ORIGINS, VARIED MANIFESTATIONS, AND PERSISTENCE OF ANTISEMITISM TODAY. STUDENTS WILL EXAMINE THE PSYCHOLOGY OF GROUP DYNAMICS AND THE STRATEGIES THAT LEADERS USE TO APPEAL TO INNATE COGNITIVE BIASES. WE WILL TRAVEL TO THE CZECH REPUBLIC AND POLAND TO VISIT VARIOUS HISTORIC SITES INCLUDING CONCENTRATION CAMPS, MUSEUMS, AND SYNAGOGUES. THROUGHOUT THE COURSE STUDENTS WILL CHRONICLE THEIR LEARNING THROUGH VIDEO JOURNALING WITH THE GOAL OF PRODUCING HIGH-QUALITY DOCUMENTARY FILMS. 67053 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES GUATEMALABUILD, CONNECT AND LEARN. THE GUATEMALA GLOBAL EDUCATION PROGRAM OFFERS AN EXPERIENTIAL LEARNING OPPORTUNITY TO DISCOVER TIES BETWEEN THE UNITED STATES AND GUATEMALA, COLLABORATE TO RAISE FUNDS, BUILD NEW HOMES, AND CONNECT WITH THE PEOPLE OF GUATEMALA. PREP WORK WILL COVER GUATEMALAN HISTORY, DEMOGRAPHICS, INCLUDING GEOGRAPHY, LANGUAGES, RELIGION, GOVERNMENT, AND ECONOMICS. IN GUATEMALA, USING MATERIALS PURCHASED THROUGH FUNDRAISING, WESTMINSTER STUDENTS WILL WORK WITH GUATEMALAN FAMILIES AND OUR PARTNER ORGANIZATION, FROM HOUSES TO HOMES, TO BUILD HOUSES, MAKING THEM STRONG, SAFE, CULTURALLY APPROPRIATE, AND AFFORDABLE TO MAINTAIN. THE HOMES ARE PART OF A WIDER ATTEMPT TO CONNECT THE FAMILIES WITH EDUCATIONAL, HEALTHCARE, AND HOUSING OPPORTUNITIES. 60048 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SPAIN: HERE TO THERE ON THE CAMINO DE SANTIAGOSTUDENTS WILL WALK THE FINAL 100 MILES OF THE WAY OF SAINT JAMES, A CENTURIES-OLD PILGRIMAGE ACROSS NORTHERN SPAIN. ALONG THE WAY, PARTICIPANTS WILL CONNECT WITH PILGRIMS FROM AROUND THE WORLD, REFLECT ON THEIR OWN THOUGHTS ABOUT LIFE, AND ENJOY CONVERSATIONS SURROUNDED BY THE BEAUTY OF THE CAMINO. THERE IS NO LANGUAGE REQUIREMENT FOR THE CAMINO DE SANTIAGO COURSE. HOWEVER, PARTICIPANTS MUST BE PHYSICALLY, MENTALLY AND EMOTIONALLY HEALTHY. STUDENTS SHOULD BE ABLE TO WALK UP TO 15 MILES PER DAY WITH A SMALL BACKPACK AS THEY MAKE THE PILGRIMAGE TO THE HISTORIC TOWN OF SANTIAGO DE COMPOSTELA. 48912 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES MT. KENYA EXCHANGE. SEE PART V FOR FULL DESCRIPTION. 52496 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES APOSTLES TO ALTARS - GREECESTUDENTS WILL GET A FOUNDATION IN UNDERSTANDING THE GEOGRAPHIC AND ARCHEOLOGICAL CONTEXTS OF THE NARRATIVES IN THE BIBLE WITH A FILMMAKING COMPONENT TO ALLOW THESE LESSONS TO BE SHARED WITH ALL OUR STUDENTS. STUDENTS WILL BE REQUIRED TO LEARN THE HISTORICAL, GEOGRAPHIC, AND ARCHAEOLOGICAL BACKGROUND ASSOCIATED WITH THE TEXT; DEVELOP SCRIPTS FOR THE FILMS; LEARN FILMING TECHNIQUES; TRAVEL TO THE BIBLICAL SITES IN GREECE; FILM THEIR DOCUMENTARIES; AND EDIT VIDEO TO PRODUCE HIGH-QUALITY DOCUMENTARIES. AFTER COMPLETION OF THE FILMS, THESE FINAL PROJECTS WILL BE OFFERED FOR USE BY THE BIBLE DEPARTMENT IN THE OLD AND NEW TESTAMENT COURSES. 66406 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES PICTURA ROMANATHIS GLOBAL PROGRAMS CULTURAL HISTORY LANGUAGE COURSE, OPEN TO 10TH-12TH STUDENTS CURRENTLY ENROLLED IN LATIN, INVESTIGATES THE LEGACY OF ANCIENT PAINTING IN ROME THROUGH AN INTERDISCIPLINARY EXAMINATION OF THE TEXTUAL, VISUAL, AND MATERIAL EVIDENCE FROM ANTIQUITY AND THE RENAISSANCE. STUDENTS WILL TRANSLATE LATIN ANECDOTES FROM PLINY THE ELDER'S NATURALIS HISTORIA IN ORDER TO EVALUATE THE PRODUCTION, AESTHETICS, AND DISPLAY OF PAINTING IN THE ANCIENT CITY. IN ROME, STUDENTS WILL CONTEMPLATE THE IMPACT AND RECEPTION OF THESE ANCIENT PAINTINGS AND TEXTS ON THE VISUAL CULTURE OF THE RENAISSANCE THROUGH CLOSE ENGAGEMENT WITH THE FRESCOES ON VIEW IN MUSEUMS, ANCIENT ARCHAEOLOGICAL SITES, AND RENAISSANCE VILLAS. FOR OUR FINAL PRODUCT, STUDENTS WILL CARRY OUT THE COMPLETION OF A COLLABORATIVE, ONLINE, DIGITAL HUMANITIES RESOURCE THAT SYNTHESIZES A DIALOGUE OF EVIDENCE IN ORDER TO SHED NEW LIGHT ON AGE-OLD ISSUES OF PAINTED IMAGES AND HOW WE INTERACT WITH THEM. 35157 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ENSEMBLE TRIP TO GERMANYTHE WESTMINSTER ENSEMBLE SPRING BREAK PERFORMANCE TOUR HAS A RICH AND DISTINGUISHED TRADITION OF PROVIDING STUDENT-SINGERS WITH ONCE-IN-A-LIFETIME OPPORTUNITIES TO PERFORM IN AND EXPLORE SOME OF THE WORLD'S MOST BEAUTIFUL, HISTORIC, AND SACRED PLACES. EVERY YEAR, A WESTERN EUROPEAN DESTINATION IS CHOSEN FOR MUSICAL AND CULTURAL REASONS. STUDENTS SING IN THE GREAT SPACES THAT HAVE INSPIRED CENTURIES OF CHORAL MUSIC, INCLUDING: NOTRE DAME CATHEDRAL, MONTSERRAT ABBEY IN CATALONIA, SALZBURG CATHEDRAL, BATH ABBEY IN ENGLAND, AND ST. THOMAS CHURCH IN LEIPZIG. 163481 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES MARINE BIOLOGY (BELIZE). SEE PART V FOR FULL DESCRIPTION. 90674 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES FRANCE EXCHANGE PROGRAMTHE PROGRAM STARTS WITH A FAMILY STAY IN STRASBOURG, A DYNAMIC ALSATIAN CITY KNOWN FOR ITS COMPLEX HISTORY WITH GERMANY. WHILE HERE THE STUDENTS WILL TAKE SHORT FRENCH CLASSES TAILORED FOR THEM, AND VISIT VARIOUS CULTURAL AND HISTORICAL SPOTS. FROM STRASBOURG THE GROUP TRAVELS BY TRAIN TO THE SOUTH OF FRANCE WHERE WE'LL VISIT HISTORICAL ROMAN ARCHITECTURE AND AQUEDUCTS (NMES & ORANGE) AND THE ANCIENT PAPAL CITY (AVIGNON). LASTLY, WE WILL HEAD TO PARIS TO VISIT THE WELL-KNOWN ATTRACTIONS: (LA TOUR EIFFEL, LE LOUVRE, NOTRE DAME) AS WELL AS PLACE DE VOSGES, HOME OF THE GREAT WRITER VICTOR HUGO (LES MISRABLES). 71999 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES ARGENTINA EXCHANGE PROGRAM"ARGENTINA: STORIES OF EL SUR" IS A FAST-PACED AND IMMERSIVE SUMMER ACADEMIC COURSE, EARNING STUDENTS HALF A CREDIT. CURRENT STUDENTS IN SPANISH III OR ABOVE MAY APPLY, AND SELECTION IS DETERMINED BY BOTH APPLICATION AND INTERVIEW. THE GOAL OF THE COURSE IS TO PRACTICE AND IMPROVE COMPETENCY IN SPANISH IN ALL MODES (WRITING, SPEAKING, READING, LISTENING) WHILE ALSO INTRODUCING STUDENTS TO THE VIBRANT CULTURE OF ARGENTINA, LAND OF "EL SUR." STUDENTS WILL BE EXPECTED TO REFLECT IN WRITING DAILY AS THEY TRAVEL THROUGH BUENOS AIRES, THE ARGENTINE CAMPO, AND FINALLY TO THE COASTAL CITY OF MAR DEL PLATA WHERE THEY WILL STAY WITH HOST FAMILIES ORGANIZED BY OUR PARTNER SCHOOL, HOLY TRINITY COLLEGE, ATTENDING CLASSES AS PART OF OUR MUTUAL EXCHANGE. APPLY TO JOIN A RICH TRADITION OF WESTMINSTER STUDENTS WHO FELL IN LOVE WITH ARGENTINA! 56300 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ICELANDIN THIS COURSE, WE WILL EXPLORE THE STUNNING NATURE OF ICELAND AND THE RESOURCES THE PEOPLE OF ICELAND DERIVE FROM NATURE. WE WILL LOOK AT SUSTAINABILITY FROM ENVIRONMENTAL, SOCIAL, ECONOMIC AND TECHNOLOGICAL PERSPECTIVES. BY EXPERIENCING EXAMPLES OF RENEWABLE ENERGY, CARBON SEQUESTRATION, AND GREEN AND SOCIAL ENTERPRISES, WE WILL LEARN FIRSTHAND ABOUT SUSTAINABLE INNOVATIONS AND THE SOCIAL, ECONOMIC AND ENVIRONMENTAL BENEFITS THEY CAN BRING. STUDENTS WILL INVESTIGATE THESE EXAMPLES IN THEIR COURSEWORK, INCLUDING A DEEP INVESTIGATION OF ONE TOPIC OF THEIR CHOICE WHICH THEY WILL REPORT ON IN THEIR FINAL PROJECT. AS WE EXPLORE SUSTAINABILITY IN ICELAND, WE WILL VISIT THE NATURAL WONDERS THAT ARE THE SOURCES OF ICELAND'S NATURAL RESOURCES, INCLUDING VOLCANOES, GLACIERS, FJORDS, GEOTHERMAL FIELDS, THE HIGHLANDS, BLACK SAND BEACHES, HOT SPRINGS AND WATERFALLS. 55100 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SPAIN, MIDDLE SCHOOLIN VALENCIA, SPAIN, STUDENTS EXPAND THEIR HORIZONS AND INCREASE SPANISH LANGUAGE PROFICIENCY AS THEY BECOME FULLY IMMERSED IN THE AUTHENTIC SPANISH CULTURE. THE PROGRAM RUNS IN FOUR DIFFERENT LOCATIONS IN THE VALENCIA REGION, PROVIDING STUDENTS WITH A WEALTH OF EXPERIENCES AND DIVERSE PERSPECTIVES. THROUGH CULTURAL ACTIVITIES, LOCAL EXCURSIONS, AND A HOMESTAY COMPONENT WITH A SCHOOL CLASSMATE FROM SEMINARIO SEGORBE, OUR PARTNER EXCHANGE SCHOOL, STUDENTS EXPERIENCE LIVING AS A SPANIARD. THE PROGRAM STRIVES TO EMPOWER STUDENTS TO ENHANCE THEIR LEADERSHIP SKILLS AND ENTREPRENEURIAL SPIRIT; THEY ARE GIVEN FREE REIN TO DESIGN, MAKE, AND INNOVATE THROUGH HANDS-ON LEARNING WITH RENOWNED EXPERTS THAT SPARK THEIR CURIOSITY AND MEET THEIR INTERESTS. IN ADDITION, EXPOSURE TO LOCAL BUSINESSES AND SPANISH-FOUNDED CORPORATIONS WILL HELP STUDENTS CONNECT THE DOTS REGARDING LOCAL AND GLOBAL IMPACT. 81901 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ITALY, MIDDLE SCHOOLSTUDENTS WILL SEE THE ANCIENT ROMAN WORLD COME ALIVE THROUGH THE EXPLORATION OF ROME AND POMPEII. VISITING ARCHAEOLOGICAL SITES AROUND POMPEII, WE WILL STUDY THE ANCIENT CITIES WHICH WERE DESTROYED AND PRESERVED BY THE ERUPTION OF MT. VESUVIUS. STROLLING THROUGH ROME, THE ETERNAL CITY, STUDENTS WILL WALK IN THE FOOTSTEPS OF ROMANS--ANCIENT AND MODERN. STUDENTS WILL EXPERIENCE THE LATIN CURRICULUM UP CLOSE THROUGH ARTIFACTS, ART, AND PLACES. BY EXPLORING THE MODERN CITY, WE WILL ALSO UNDERSTAND HOW THE PAST INFLUENCES THE PRESENT AND HOW INTERPRETATIONS OF HISTORY CAN CHANGE THROUGH TIME. STUDENTS WILL GROW IN THEIR KNOWLEDGE OF ROMAN HISTORY AND THEIR ABILITY TO INTERPRET ANCIENT CULTURE. 57370 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES CANADA, MIDDLE SCHOOLSTUDENTS WILL TRAVEL THROUGH THE ROCKY MOUNTAINS AND EXPLORE THE AWE-INSPIRING GLACIAL TERRAIN. THE EXPERIENCE WILL BRING TO LIFE THE SIXTH GRADE SCIENCE CURRICULUM, SHOWCASING HOW CLIMATE AND LIFE ARE INTRICATELY CONNECTED. WHETHER WALKING ON GLACIERS, HIKING THROUGH GLACIAL VALLEYS AND MOUNTAINS, OR CANOEING ON A GLACIAL LAKE, STUDENTS WILL BE IMMERSED IN THE ALPINE ECOSYSTEM, OBSERVING FIRST-HAND THE FLORA AND FAUNA OF THIS QUICKLY CHANGING LANDSCAPE. 47800 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES FRANCE, MIDDLE SCHOOLMIDDLE AND UPPER SCHOOL STUDENTS EXPERIENCE LIFE IN BEAUTIFUL FRANCE DURING THE SUMMER. THROUGH THIS RECIPROCAL PROGRAM, MIDDLE SCHOOL STUDENTS LIVE WITH FRENCH FAMILIES IN BARBEZIEUX SAINT-HILAIRE FOR TWO WEEKS. THEY ATTEND THE TOWN'S PRIVATE SCHOOL AND EXPLORE AS THEY HIKE, BIKE, KAYAK, AND RIDE HORSES IN THE REGION. UPPER SCHOOL STUDENTS MAKE STRASBOURG THEIR HOME BASE. THEY ENROLL IN ONE OF FRANCE'S MOST PRESTIGIOUS SCHOOLS AND LEARN ABOUT THE CULTURE AS THEY TAKE EXCURSIONS THROUGHOUT THE ALSACE REGION AND GERMANY TO VISIT HISTORIC SITES. 65250 NORTH AMERICA 0 0 INVESTMENTS 852080 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1872483 0 0 0 0 0 0 584227 3160283 3744510 1 0 0 1 0 0 SCHEDULE F, PART I, LINE 3, COLUMN E WESTMINSTER / MT KENYA EXCHANGE THE WESTMINSTER SCHOOLS/MOUNT KENYA ACADEMY EXCHANGE FOCUSES ON GLOBAL LEARNING, BUILDING RELATIONSHIPS, AND PRACTICING HOSPITALITY. MOUNT KENYA ACADEMY SENIOR SCHOOL IS A BOARDING SCHOOL OF ABOUT 220 STUDENTS IN NYERI, KENYA, A TOWN IN THE MOUNTAINS ABOUT 60 MILES NORTH OF NAIROBI. COHORTS OF EIGHT STUDENTS AND THREE TEACHERS FROM WESTMINSTER AND MOUNT KENYA ACADEMY SPEND ABOUT TWO WEEKS VISITING ONE ANOTHER IN JANUARY AND APRIL, RESPECTIVELY. THROUGH THE EXCHANGE, WE HOPE TO FOSTER IN STUDENTS NOT ONLY A DEEPER CONNECTION WITH AND KNOWLEDGE OF PEOPLE FROM ANOTHER CULTURE, BUT ALSO A KEENER UNDERSTANDING OF THEMSELVES AND THEIR OWN CULTURE. DURING JANTERM ON CAMPUS, THE GROUP WILL FOCUS ON BUILDING COMMUNITY WHILE LEARNING KENYA-ITS HISTORY, ECOLOGY, CULTURE AND LANGUAGE AS WELL AS CURRENT EVENTS AND CHALLENGES. DURING JAN TERM THE WESTMINSTER COHORT WILL TRAVEL TO AND VISIT OUR SISTER SCHOOL MOUNT KENYA ACADEMY FOR 11 DAYS, STUDENTS WILL LIVE IN THE DORMS AND PARTICIPATE IN ALL ASPECTS OF SCHOOL LIFE, INCLUDING CLASSES (KISWAHILI, KENYAN GEOGRAPHY, LITERATURE, ART AND MUSIC, TO NAME A FEW!), AFTER SCHOOL SPORTS, SERVICE AT A LOCAL PUBLIC ELEMENTARY SCHOOL AND CHAPEL SERVICES. IN ADDITION, THEY WILL VISIT SITES OF INTEREST IN NYERI AND GO ON AN OVERNIGHT SAFARI. SCHEDULE F, PART I, LINE 3, COLUMN E MARINE BIOLOGY (BELIZE) THIS PROGRAM WILL DEMONSTRATE THE INTERACTION BETWEEN LAND AND SEA WITH A STRONG EMPHASIS ON MARINE ECOLOGY. DURING THE SUMMER PROGRAM THE INSTITUTE WILL BEGIN ON THE WESTMINSTER CAMPUS. CLASS WILL START AT 8:00 AM AND END AT 4:00 PM WHERE STUDENTS WILL HAVE MARINE SCIENCE LECTURES, LABORATORY WORK, AND RESEARCH PROJECTS. STUDENTS WILL BE ASSESSED ON COURSE CONTENT ON A DAILY BASIS. AFTER COMPLETION OF CLASSROOM WORK, THE GEORGIA COAST FIELD EXPERIENCE PORTION WILL LEAVE ATLANTA FOR THE GEORGIA COAST, ACTIVITIES WILL INCLUDE SALT MARSH, TIDAL STUDIES, BEACH EROSION AND SAND DUNES. THE BELIZE FIELD EXPERIENCE TRIP WILL INCLUDE A FIELD STUDY STOP AT THE SOUTH WATER CAYE FIELD STATION. ACTIVITIES WILL ALSO INCLUDE TIDE POOL, GRASS BEDS, MANGROVE AND CORAL REEF COMMUNITY ACTIVITIES THAT WILL CONSIST OF MULTIPLE SNORKELING EXCURSIONS. CULTURAL PROGRAMS AND SERVICE PROGRAMS WILL ALSO BE PART OF THE FIELD EXPERIENCE. THE FIELD EXPERIENCES WILL BE ASSESSED PRIMARILY WITH FIELD JOURNAL WRITING, FIELD LABS, ORGANISM PROJECT PRESENTATIONS AND PARTICIPATION. A FINAL EXAM PORTION WILL BE GIVEN AT THE END OF THE CLASSROOM AS WELL AS BEFORE THE CLASS RETURNS FROM THE TRIP. X X X X X 1 COXE CURRY & ASSOCIATES INC 191 PEACHTREE STREET NE STE 450 ATLANTA GA 30303 CONSULTING 0 0 16269 -16269 LAURA JORDAN 214 N SHELMORE BLVD MT PLEASANT SC 29464 CONSULTING 0 0 82500 -82500 MARTS & LUNDY 160 CHUBB AVENUE STE 303 LYNDNURST NJ 07071 CONSULTING 0 0 8635 -8635 107404 -107404 GA 1 STUDENT TUITION AND FEES 244 6787749 PART I, LINE 2: THE ORGANIZATION AWARDS GRANTS FOR FINANCIAL AID TO STUDENTS EXHIBITING FINANCIAL NEED. APPLICATIONS ARE SUBMITTED USING A THIRD PARTY SYSTEM WHICH COLLECTS FINANCIAL AND OTHER DATA, SCORES THE FAMILY'S FINANCIAL SITUATION AND RECOMMENDS A GRANT AMOUNT. THE ORGANIZATION USES A COMMITTEE TO REVIEW THE SUMMARIZED DATA FROM THE THIRD PARTY SYSTEM AND MAKES ANY ADJUSTMENTS FROM ADDITIONAL INFORMATION PROVIDED. DISTRIBUTION OF THE GRANTS ARE NOT MADE DIRECTLY TO THE RECIPIENTS, THEY ARE APPLIED AGAINST TUITION AND FEE OUTSTANDING BALANCES. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 KEITH A EVANS PRESIDENT AND CEO/BOARD MEMBER 837498 0 79064 0 40824 0 18800 0 96831 0 1073017 0 0 0 ANTOINETTE M BOYD TREASURER/CFO/COO 394360 0 38600 0 744 0 18800 0 87679 0 540183 0 0 0 EMILIE R HENRY VP FOR INSTITUTIONAL ADVANCEMENT 304923 0 30280 0 13863 0 18800 0 94225 0 462091 0 0 0 JAMES JUSTICE DEAN OF ACADEMICS - CURRICULUM 199601 0 0 0 644 0 17228 0 177498 0 394971 0 0 0 DANETTE MORTON EXECUTIVE DIRECTOR - CENTER FOR TEAC 239585 0 0 0 744 0 15179 0 82554 0 338062 0 0 0 LAUREN DUPRIEST HEAD OF LOWER SCHOOL 227408 0 0 0 744 0 21150 0 87676 0 336978 0 0 0 CHANLEY SMALL HEAD OF UPPER SCHOOL 253839 0 0 0 744 0 22943 0 10374 0 287900 0 0 0 TORREY WILLIAMS CHIEF INFORMATION OFFICER 198246 0 16000 0 702 0 12574 0 41389 0 268911 0 0 0 TIMOTHY DOWNES FORMER DIRECTOR OF ATHLETICS 95904 0 0 0 4730 0 5922 0 36395 0 142951 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL, SELECTED MEMBERS OF THE SCHOOL MANAGEMENT TEAM ARE REQUIRED TO RESIDE IN HOUSING LOCATED ON THE CAMPUS. BASED UPON THE FACTS AND CIRCUMSTANCES OF THE REQUIREMENTS OF THEIR RESPECTIVE ROLES AND RESPONSIBILITIES AT THE SCHOOL, IT IS MANAGEMENT'S POSITION THAT THE HOUSING IS NON-TAXABLE TO THE EMPLOYEE. THE CIRCUMSTANCES OF THE HOUSING BENEFIT ARE REVIEWED ON AN ANNUAL BASIS TO DETERMINE IF THE EXCLUSION UNDER SECTION 119 IS APPLICABLE. DURING THE 2023 CALENDAR YEAR, THE SCHOOL PROVIDED $236,666 IN NON TAXABLE HOUSING COMPENSATION TO EMPLOYEES; $129,882 TO TWO OFFICERS, $59,059 TO ONE KEY EMPLOYEES AND $47,725 TO ONE OF THE 5 HIGHEST PAID EMPLOYEES. TRAVEL FOR COMPANIONS THE SCHOOL PAYS FOR TRAVEL AND RELATED PROFESSIONAL BUSINESS EXPENSES WHEN THE PRESIDENT'S SPOUSE ACCOMPANIES THE PRESIDENT ON SCHOOL RELATED EVENTS INCLUDING (A) ALUMNI EVENTS, (B) FUNDRAISING, (C) STUDENT PERFORMANCES AND TRIPS AS WELL AS (D) PROFESSIONAL EDUCATIONAL ACTIVITIES, WHICH REQUIRE THE SPOUSE TO ATTEND. THE PRESIDENT AND SPOUSE'S ATTENDANCE AT THESE EVENTS ON BEHALF OF THE SCHOOL ARE DEEMED AS INTEGRAL AND ARE REQUIRED TO REPRESENT THE SCHOOL AT THOSE EVENTS. IT IS MANAGEMENT'S POSITION THAT THE SPOUSAL TRAVEL IS NON-TAXABLE TO THE EMPLOYEE. PERSONAL SERVICES THE SCHOOL, THROUGH THE HOUSEKEEPING DEPARTMENT, PROVIDED HOUSEKEEPING SERVICES FOR PRESIDENT EVANS' ON CAMPUS RESIDENCE FOR SPECIAL EVENTS AND MEETINGS IN THE RESIDENCE. IT IS MANAGEMENT'S POSITION THAT THESE AMENITIES ARE NON-TAXABLE TO THE EMPLOYEE. COMPENSATION REPORTED FOR THE PRESIDENT, COLUMN B(III) INCLUDES ADDITIONAL TAXABLE WAGES PROVIDED TO HIM TO COVER CERTAIN PERSONAL EXPENSE THAT HE MAY INCUR. A DEVELOPMENT AUTHORITY OF FULTON COUNTY 581506878 2020-04-29 110500000 SEE PART VI 0 1 0 B DEVELOPMENT AUTHORITY OF FULTON COUNTY 581506878 2022-11-16 81000000 SEE PART VI 0 1 0 A 110515933 441959 89924767 20149207 2021 1 1 1 1 B 86175424 320213 46598891 39256320 0 0 0 1 A 0 1 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 PART I, LINE A(F) TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $110,500,000 AND INVESTMENT INCOME EARNED FROM THE ESCROW ACCOUNT OF $15,933. THE SCHOOL ISSUED SERIES 2020 REVENUE BONDS ON APRIL 29, 2020 TO FINANCE VARIOUS CONSTRUCTION PROJECTS INCLUDING THE RENOVATION OF AND ADDITION TO ACADEMIC BUILDINGS, THE ADDITION OF A PARKING DECK, THE RENOVATION OF THE FOOTBALL STADIUM AND NEW ADJOINING PEDESTRIAN PLAZA, THE ADDITION OF A MULTIPURPOSE BUILDING AS WELL AS OTHER FACILITIES AND INFRASTRUCTURE IMPROVEMENTS. PROCEEDS FROM THE BOND ISSUE ALSO REPAID THE PRINCIPAL BALANCE OF THE 2003 BONDS AND A LINE OF CREDIT. PART II, LINE 3, COLUMN A TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $110,500,000 AND INVESTMENT EARNINGS FROM THE ESCROW ACCOUNT OF $15,933. PART I, LINE B(F) THE SCHOOL ISSUED SERIES 2022 REVENUE BONDS ON NOVEMBER 16, 2022 TO FINANCE VARIOUS CONSTRUCTION PROJECTS INCLUDING THE ADDITION OF TWO ACADEMIC BUILDINGS, AS WELL AS OTHER FACILITIES AND IMPROVEMENTS. THE TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $81,000,000 AND INVESTMENT INCOME EARNED FROM THE ESCROW ACCOUNT OF $5,175,424, OF WHICH $3,723,072 WAS ALLOWABLE AFTER ARBITRAGE EARNINGS OF $1,452,352, AS REFLECTED AS A PAYABLE TO THE IRS. PART II, LINE 3, COLUMN B TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $81,000,000 AND INVESTMENT INCOME EARNED FROM THE ESCROW ACCOUNT OF $5,175,424, OF WHICH $3,723,072 WAS ALLOWABLE. 10887 FINANCIAL AID CHANLEY SMALL TRUSTEE'S RELATIVE 288004 COMPENSATION OF A FAMILY MEMBER WHO IS EMPLOYED BY THE ORGANIZATION. THE RELATIONSHIP WITH THE BOARD MEMBER HAS NO BEARING ON EMPLOYMENT AND COMPENSATION IS DETERMINED ON AN ARM'S LENGTH BASIS. 0 JAYCO ENTERPRISES DBA PERFECT IMAGE TRUSTEE OWNS 158145 BUSINESS TRANSACTION BETWEEN THE ORGANIZATION AND THE COMPANY. BOARD MEMBER, IRA JACKSON, OWNS MORE THAN 35%. 0 RONALD EVANS TRUSTEE/OFFICER'S RELATIVE 12253 COMPENSATION OF A FAMILY MEMBER WHO IS EMPLOYED BY THE ORGANIZATION. THE RELATIONSHIP WITH THE BOARD MEMBER HAS NO BEARING ON EMPLOYMENT AND COMPENSATION IS DETERMINED ON AN ARM'S LENGTH BASIS. 0 MORGAN MCGAHAN TRUSTEE'S RELATIVE 10374 COMPENSATION OF A FAMILY MEMBER WHO IS EMPLOYED BY THE ORGANIZATION. THE RELATIONSHIP WITH THE BOARD MEMBER HAS NO BEARING ON EMPLOYMENT AND COMPENSATION IS DETERMINED ON AN ARM'S LENGTH BASIS. 0 X 41 2816135 FMV 0 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: US BANK SELLS STOCK AS SOON AS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A FORM 990 POWERS OF THE EXECUTIVE COMMITEE THE EXECUTIVE COMMITTEE SHALL DECIDE ALL QUESTIONS AFFECTING THE INTERESTS OF THE SCHOOL WHICH MAY BE BROUGHT BEFORE IT BETWEEN MEETINGS OF THE BOARD, IN MATTERS CONSISTENT WITH PREVIOUS DECISIONS AND EXISTING POLICIES OF THE BOARD. NO COMMITTEE, INCLUDING THE EXECUTIVE COMMITTEE, SHALL HAVE THE POWER TO AUTHORIZE ANY DISTRIBUTION OF ASSETS, INCOME OR PROPERTY TO TRUSTEES OR OFFICERS OF THE SCHOOL (OTHER THAN AS PAYMENT OF INDEMNIFICATION OR REASONABLE COMPENSATION, FEES OR EXPENSES INCURRED IN THE PERFORMANCE OF DUTIES ON BEHALF OF THE SCHOOL); APPROVE THE DISSOLUTION, MERGER OR SALE, PLEDGE, OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE SCHOOL; ELECT, APPOINT OR REMOVE TRUSTEES OR FILL VACANCIES ON THE BOARD OF TRUSTEES, OR ANY OF ITS COMMITTEES; ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OF THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, THE FORM 990 IS SUBJECT TO MULTIPLE LEVELS OF REVIEW. IT IS FIRST REVIEWED BY THE CONTROLLER AND VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND THEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ANNUALLY BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE SCHOOL'S CONFLICT OF INTEREST POLICIES INCLUDING REQUIRED DISCLOSURES. THE SECRETARY OF THE BOARD COLLECTS THE RESPONSES FOR REVIEW. IDENTIFIED CONFLICTS AND POTENTIAL CONFLICTS ARE EVALUATED AND DISCLOSED AS REQUIRED ON FORM 990. IN THE CASE OF A BOARD VOTE, PARTIES WITH CONFLICTS ARE EXCUSED. FOR EMPLOYEES, PER THE EMPLOYEE CODE OF CONDUCT AND ETHICS ENUMERATED WITHIN THE EMPLOYEE HANDBOOK, EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS TO THE PRESIDENT. CONFLICTS INVOLVING THE PRESIDENT ARE REPORTED DIRECTLY TO THE BOARD OF TRUSTEES. THE PROCESS IS COMPLETED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION USES A PERSONNEL COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, AND COMPENSATION SURVEY OR STUDY TO DETERMINE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND VICE PRESIDENT FOR FINANCE AND OPERATIONS/TREASURER. THE COMPENSATION REVIEW PROCESS FOR KEY EMPLOYEES REPORTED ON THE 990 INCLUDES REVIEW BY THE PRESIDENT, VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND COMPENSATION COMMITTEE, AS WELL AS COMPARATIVE DATA FROM SURVEYS FROM LIKE INSTITUTIONS AND FORM 990 OF OTHER ORGANIZATIONS. THE FINAL COMPENSATION DETERMINATIONS ARE DOCUMENTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS 25,231. RECOVERY OF PRIOR YEAR UNCOLLECTIBLE PLEDGES 1,735,006. FORM 990, PART XII, LINE 2C THE SCHOOL DID NOT MAKE ANY CHANGES IN SELECTING THE INDEPENDENT AUDIT FIRM FOR THE YEAR ENDED JULY 31, 2024. ODYSSEY INC 1424 WEST PACES FERRY ROAD NW ATLANTA GA 30327 582537795 SUPPORT ORG GA 501(C)(3) LINE 12A, I THE WESTMINSTER SCHOOLS INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 ODYSSEY INC N 138362 FMV ODYSSEY INC Q 734145 COST