2023-04-13T12:37:38-05:00 2022-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-07-01 741913968 The Branch School Inc BRAN 7134650288 1424 Sherwood Forest Street Houston TX 77043 Michael Wilson Head of School 7134650288 2023-04-13 1 Michael Wilson 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Michael Wilson 1424 Sherwood Forest Street Houston TX 77043 4338818 0 X www.thebranchschool.org X 1977 TX The mission of The Branch School is to inspire students to love, learn, and lead. 10 9 39 40 0 0 11816787 1126416 1775422 2520884 4610 114336 428 12284 13597247 3773920 440270 552985 0 0 1947684 1922341 0 0 111411 1139109 1145707 3527063 3621033 10070184 152887 17868658 19054184 1237706 2522755 16630952 16531429 To instill in our students loving kindness, respect for the environment, a love of learning, and leadership ability. At The Branch School, students experience a community in which teachers and students support one another in promoting these goals. 0 0 2995206 552985 2520884 Students are provided with a robust academic program, partnered with a curriculum that encourages critical thinking and the development of problem-solving skills. This thinking curriculum, based on 21st-century science, technology, engineering, and math skills, allows students to solve problems and express their ideas creatively in projects and presentations. From preschool to middle school, small classes and a balanced approach ensure that lessons take root and that students learn on a much deeper level. The school's objective is to provide this education for both this time period and into the future. 2995206 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 19 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Betty Baker 7134650288 1424 Sherwood Forest Houston TX 77043 Ann Hightower Chair 20.00 0.00 X X 0 0 0 Michael Wilson Vice Chair 20.00 0.00 X X 0 0 0 Trudy Holmes Secretary 1.00 0.00 X X 0 0 0 Kevin Hagenlocher Treasurer 2.00 0.00 X X 0 0 0 Jim Golmon Director 2.00 0.00 X 0 0 0 Karl Kinley Director 1.00 0.00 X 0 0 0 Linda Lindeman Director 1.00 0.00 X 0 0 0 Steve Shaper Director 2.00 0.00 X 0 0 0 Jennifer St Julian Director 2.00 0.00 X 0 0 0 Calvin Williams Director 1.00 0.00 X 0 0 0 Emily Smith Head of School 70.00 0.00 X 198939 0 11706 Betty Baker Business Officer 75.00 0.00 X 81743 0 2504 280682 0 14210 1 0 1 0 DE Harvey Builders 3663 Briarpark Dr Houston TX 77042 Construction 1674836 Kirksey Architects Inc 6909 Portwest Dr Houston TX 77024 Architectural design 435983 2 6090 1120326 13215 1126416 Tuition and fees 611710 2394945 2394945 Auxiliary services 611710 125939 125939 2520884 6564 6564 666580 558808 107772 107772 107772 18374 6090 6090 12284 12284 3773920 2520884 0 126620 552985 552985 333613 94297 192168 47148 1341088 1187533 118409 35146 33654 30064 2698 892 93064 73768 15482 3814 120922 93108 21768 6046 5211 5211 20825 20825 130549 104841 24474 1234 51630 51630 118977 100149 17478 1350 69092 64946 3455 691 116940 109924 5847 1169 4431 4431 484446 455380 24222 4844 49360 46398 2468 494 Educational materials 54565 53883 682 Staff development 20954 13355 7599 Food services 10144 10144 Event expenses 8583 8583 3621033 2995206 514416 111411 1126067 3543027 270870 311360 9075500 758150 13311 15050 150 33513 15489961 2206073 6041031 13283888 1246150 1104559 95579 4637 17868658 19054184 482263 1602971 755443 919784 1237706 2522755 X 6051723 5829348 10579229 10702081 16630952 16531429 17868658 19054184 X 152887 -255436 3026 X 0 1 X 1 0 X 3804703 3144145 236084 11816787 1126416 20128135 3804703 3144145 236084 11816787 1126416 20128135 694599 19433536 76874 59377 10491 4610 6564 157916 20286051 10612411 0.95800 0.96010 X Part I Additional Supplemental Information The Branch School, Inc. is classified as a school under IRC Section 170(b)(1)(A)(ii). As such, it is not required to complete Schedule A, Part II - Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi). The School is voluntarily including Schedule A, Part II in order to demonstrate that it qualifies for the special rule in Schedule B - Schedule of Contributors for those organizations that meet the 33 1/3% support test described in the regulations under IRC Sections 509(a)(1) and 170(b)(1)(A)(vi). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 864722 -97749 766973 688222 180569 4069 864722 524762 163460 688222 563584 -38822 524762 449005 114579 563584 0.36470 0.63530 0 0 3472782 3472782 2696472 1846696 849776 839366 359377 479989 8481341 8481341 13283888 2968525 -255436 3026 -252410 3220935 552985 552985 3773920 3068048 0 3068048 552985 552985 3621033 Part V, Line 4: The Board of Trustees has not approved significant appropriations of endowment earnings in fiscal years 2022 and 2021, but has chosen to re-invest the earnings with the objective of growing the endowment funds. Part XI, Line 2d - Other Adjustments: Gain on involuntary conversion from storm damage Part XI, Line 4b - Other Adjustments: Financial aid Part XII, Line 4b - Other Adjustments: Financial aid 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 includes the nondiscriminatory policy on the website and in the school handbooks. Auction 24464 6090 18374 6090 24464 6090 18374 6090 6090 12284 1 Financial aid 41 533940 Reduction of tuition Merit scholarship 2 19045 Reduction of tuition Part I, Line 2: In 2021-22, The Branch School tested a merit scholarship program and granted students financial aid scholarships. Applications for financial aid are reviewed at the time of the request by the Head of School and Business Officer. The Merit Scholarship Committee reviews applications for merit scholarships. Funds awarded for both programs are applied directly to the approved student's tuition. Thus no additional monitoring is required. Students do not receive any cash. X X X X 0 0 0 0 0 0 0 0 0 Emily Smith Head of School 198939 0 0 0 0 0 6096 0 5610 0 210645 0 0 0 27550 Financial aid Juanita Wilson Board member's wife 42440 Salary 0 Form 990, Part VI, Section B, line 11b The Business Officer and Head of School review Form 990. Before filing Form 990, the Board of Directors received a copy of Form 990. Form 990, Part VI, Section B, line 12c All officers, directors, and committee members are required to sign a statement annually affirming that they have received, read, understand, and agree to comply with the policy. In addition, actual or possible conflict of interest is required to be disclosed to the Board. The Board reviews such disclosures to determine whether a conflict of interest exists. In the event of a conflict of interest, the board member in question would refrain from any related discussion of the matter in conflict, be excused from meetings during the relative discussion, and recuse themselves from voting on the matter in conflict. Form 990, Part VI, Section B, line 15 The Board reviews compensation paid to Heads of School at other similarly sized schools as a comparison in determining the compensation for the Head of School. The Head of School reviews compensation for other similar independent schools and determines the salary for the school's officers. Form 990, Part VI, Section C, line 19 The organization makes its governing documents and financial statements available to the public upon request. Form 990, Part XI, line 9: Involuntary conversion from storm damage 3,026.