2023-04-24T12:16:38-05:00 2022-06-30 581763439 WINDHAM BRANNON LLC 3630 PEACHTREE RD NE SUITE 600 ATLANTA GA 30326 990 2021-07-01 582147411 WESLEYAN SCHOOL INC WESL 7704487640 5405 SPALDING DRIVE PEACHTREE CORNERS GA 300922614 WILLIAM J COXHEAD CHIEF FINANCIAL OFFICER 7704487640 2023-03-30 1 WILLIAM COXHEAD 999009999 CARLYE W DOOLEY P00292964 4048982000 2023-03-30 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WESLEYAN SCHOOL CHRIS CLEVELAND 5405 SPALDING DRIVE PEACHTREE CORNERS GA 300922614 42112378 0 X WWW.WESLEYANSCHOOL.ORG X 1963 GA WESLEYAN'S MISSION IS TO BE A CHRISTIAN SCHOOL OF ACADEMIC EXCELLENCE. 20 20 479 30 0 0 7129901 9563734 30502276 31372686 266093 331641 301668 417016 38199938 41685077 3200917 3233232 0 0 20280263 22158507 0 0 561623 10517199 11453950 33998379 36845689 4201559 4839388 136567654 138610458 30283527 32596242 106284127 106014216 X WESLEYAN'S MISSION IS TO BE A CHRISTIAN SCHOOL OF ACADEMIC EXCELLENCE BY PROVIDING EACH STUDENT A DIVERSE COLLEGE PREPARATORY EDUCATION GUIDED BY CHRISTIAN PRINCIPLES AND BELIEFS; BY CHALLENGING AND NURTURING THE MIND, BODY AND SPIRIT; AND BY DEVELOPING RESPONSIBLE STEWARDSHIP IN OUR CHANGING WORLD. 0 0 33041324 3233232 31681014 EDUCATION: WESLEYAN IS AN INDEPENDENT K-12 SCHOOL WITH A COLLEGE PREPARATORY CURRICULUM. THERE IS A LOWER, MIDDLE AND HIGH SCHOOL LOCATED ON 85+ ACRES WITH 6 MAIN BUILDINGS, 10 FACULTY HOUSES, 3 CHAPELS, 2 LIBRARIES AND 2 DINING HALLS. ALL MIDDLE AND HIGH SCHOOL STUDENTS ARE GIVEN A SCHOOL ISSUED COMPUTER TABLET FOR USE IN THEIR STUDIES. THE FINE ARTS PROGRAM UTILIZES A 470 SEAT THEATRE, A BLACK BOX THEATRE, DRAWING, PAINTING AND CERAMIC ROOMS, MIDDLE AND HIGH SCHOOL BAND AND CHORALE STUDIOS AND 18 INDIVIDUAL SOUNDPROOF PRACTICE CHAMBERS. THE ATHLETICS PROGRAM HAVE ACCESS TO 4 GYMNASIUMS, 11 TENNIS COURTS, INDIVIDUAL FOOTBALL, BASEBALL, SOFTBALL FIELDS AND STADIUMS, A COMPETITION TRACK AND FIELD COMPLEX, A 10 LANE POOL/2-DIVE WELL NATATORIUM, 2 BEACH VOLLEYBALL COURTS, 2 WEIGHT ROOMS, AN ADDITIONAL 5 FIELD COMPLEX INCLUDING AN ARTIFICIAL TURF FIELD FOR SOCCER AND LACROSSE AS WELL AS A PROFESSIONALLY DESIGNED CROSS COUNTRY COURSE THROUGHOUT CAMPUS. STARTING ENROLLMENT FOR THE SCHOOL YEAR WAS 1,171. THE 2022 GRADUATING CLASS HAD 137 STUDENTS WITH 100% POSTGRADUATE ACCEPTANCE TO 130 DIFFERENT FOUR-YEAR COLLEGES AND RECEIVED $8.4 MILLION IN MERIT AND ATHLETIC SCHOLARSHIP AWARDS. 33041324 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 1 479 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X JOHNATHAN C TURNER 6782232256 5405 SPALDING DRIVE PEACHTREE CORNERS GA 30092 LAND BRIDGERS BOARD TRUSTEE - CHAIRMAN 4.00 X 0 0 0 ROBERT E BINION BOARD TRUSTEE - VICE CHAIRMAN 3.00 X 0 0 0 MARK CHAPMAN BOARD TRUSTEE - TREASURER 3.00 X 0 0 0 YUMI SHIM BOARD TRUSTEE - SECRETARY 3.00 X 0 0 0 MARK ADENT BOARD TRUSTEE 2.00 X 0 0 0 CLAIRE BARNETT BOARD TRUSTEE 2.00 X 0 0 0 ROB BENNISON BOARD TRUSTEE 2.00 X 0 0 0 DAN COWART BOARD TRUSTEE 2.00 X 0 0 0 ASHBY FOLTZ BOARD TRUSTEE 2.00 X 0 0 0 AMANDA HENE BOARD TRUSTEE 2.00 X 0 0 0 TIM HILLEGASS BOARD TRUSTEE 2.00 X 0 0 0 BETSY JOHN BOARD TRUSTEE 2.00 X 0 0 0 ERIKA LAUGHLIN BOARD TRUSTEE 2.00 X 0 0 0 TOM MENEFEE BOARD TRUSTEE 2.00 X 0 0 0 BILLY MILAM BOARD TRUSTEE 2.00 X 0 0 0 AMBER MOORE BOARD TRUSTEE 2.00 X 0 0 0 TODD RATLIFF BOARD TRUSTEE 2.00 X 0 0 0 DARIEN SYKES BOARD TRUSTEE 2.00 X 0 0 0 SEAN TAYLOR BOARD TRUSTEE 2.00 X 0 0 0 DEVANE TIDWELL BOARD TRUSTEE 2.00 X 0 0 0 CHRISTOPHER B CLEVELAND HEAD OF SCHOOL 45.00 X 404209 0 85408 WILLIAM J COXHEAD CHIEF FINANCIAL OFFICER 45.00 X 272840 0 43548 RAMONA BLANKENSHIP ASSOCIATE HEAD OF SCHOOL 45.00 X 176334 0 58235 BRIAN MORGAN CHIEF OPERATIONS OFFICER 45.00 X 203579 0 30350 JOSEPH KOCH PRINCIPAL - HIGH SCHOOL 40.00 X 153301 0 39200 MARC KHEDOURI ASSISTANT HEAD OF SCHOOL FOR ADVANCEMENT 40.00 X 161883 0 21686 CHAD MCDANIEL DIRECTOR OF DEVELOPMENT 40.00 X 144054 0 28776 SPENCER CORNETT DIRECTOR OF FACILITIES 45.00 X 132969 0 32090 JOSEPH ANTONIO IV PRINCIPAL - MIDDLE SCHOOL 40.00 X 127789 0 32094 JEFFERY PETTIT CONSTRUCTION MANAGER 40.00 X 125971 0 28409 JASON REB PRINCIPAL - LOWER SCHOOL 40.00 X 118804 0 32014 2021733 0 431810 40 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 CONTRACT FOOD SERVICES 1931171 CHAPMAN COYLE CHAPMAN 9040 ROSWELL ROAD SUITE 400 RIVER R ATLANTA GA 303501863 CONTRACT ARCHITECTURAL SERVICES 1397915 POND & COMPANY 3500 PARKWAY LANE SUITE 500 NORCROSS GA 30092 CONTRACT ENGINEERING SERVICES 464451 BEN HILL ROOFING & SIDING CO 13331 VETERANS MEMORIAL HWY DOUGLASVILLE GA 30134 CONTRACT MAINTENANCE SERVICES 412466 SOUTHEASTERN SECURITY PROFESSIONALS LLC 1025 PROGRESS CIRCLE LAWRENCEVILLE GA 30043 CONTRACT MAINTENANCE SERVICES 388326 14 411000 9152734 9563734 TUITION 611110 30352719 30352719 OTHER STUDENT FEES 611110 1012471 1012471 AUXILIARY PROGRAMS FEES 611110 7496 7496 31372686 301133 301133 108688 0 108688 108688 108688 43841 13333 30508 30508 30508 722296 413968 308328 308328 41685077 31681014 0 440329 3233232 3233232 1755079 1503945 217477 33657 15748846 13709629 1707511 331706 1011050 829061 161768 20221 2338411 1847919 467247 23245 1305121 1096301 180107 28713 10063 10063 42250 42250 36883 30982 5090 811 201040 201040 605672 423623 80508 101541 630654 590739 31533 8382 3157308 3156183 1125 91273 32096 59177 4025832 4025832 366742 293394 69681 3667 EDUCATIONAL SUPPLIES AN 1253695 1253695 CAFETERIA EXPENSES 945298 945298 PRINTING AND PUBLICATIO 68568 60829 2211 5528 POSTAGE, TELEPHONE, AND 18672 8566 5954 4152 36845689 33041324 3242742 561623 17548925 24297381 9816415 12438831 6940453 6806783 653070 528774 102782393 38786479 66823843 63995914 33634123 29189074 1150825 1353701 136567654 138610458 3306275 3315228 26121026 28579139 856226 701875 30283527 32596242 X 66553759 68340218 39730368 37673998 106284127 106014216 136567654 138610458 X 4839388 -4916129 -193170 X 0 1 X 1 0 X 2831468 10118361 3217002 7092520 9378881 32638232 2831468 10118361 3217002 7092520 9378881 32638232 10369732 22268500 440725 526925 578505 332604 409821 2288580 34926812 148377795 0.63760 0.63160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32366709 -4656762 1678528 26031419 26007351 7310902 951544 32366709 27139518 -222832 909335 26007351 25992720 703638 1165283 722123 27139518 19600090 5603546 1367730 578646 25992720 0.09840 0.84790 0.05370 0 0 12324370 12324370 87026793 36234220 50792573 330805 142117 188688 3100425 2410142 690283 63995914 DEFERRED COMPENSATION 701875 701875 X 33348800 -4916130 -4916130 38264930 3420147 3420147 41685077 33618712 3287 3287 33615425 3230264 3230264 36845689 PART X, LINE 2: THE SCHOOL IS A NON-PROFIT ORGANIZATION AND IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. MANAGEMENT OF THE SCHOOL CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE SCHOOL'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE SCHOOL MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE SCHOOL'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AID, NETTED WITH REVENUE ON FINANCIALS 3,233,232. WRITE OFF OF UNCOLLECTIBLE PLEDGES 189,883. SCHOOL STORE COGS, REPORTED AS EXPENSES FOR FINANCIALS -413,968. ERC AND FFCRA 411,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 3,287. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AID, NETTED WITH REVENUE ON FINANCIALS 3,233,232. SCHOOL STORE COGS, REPORTED AS EXPENSES FOR FINANCIALS -413,968. ERC AND FFCRA 411,000. SCHEDULE D, PART V, LINE 4 FINANCIAL AID, SCHOLARSHIPS, AND FACILITIES MAINTENANCE 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY ADS ARE RUN ANNUALLY IN LOCAL NEWSPAPERS IN THE GEOGRAPHICAL AREA SERVED. THE POLICY IS ALSO PUBLISHED IN ALL STUDENT APPLICATION INFORMATION, THE STUDENT HANDBOOK, AND ON THE SCHOOL WEBSITE. 1 TUITION ASSISTANCE AND DISCOUNTS 198 3233232 SCHEDULE I, PART I, LINE 2 GRANTS ARE ACCOUNTED FOR IN 3 CATEGORIES: 1. FAMILY NEED-BASED FINANCIAL AID, 2. FACULTY NEED-BASED FINANCIAL AID AND 3. FACULTY REMISSION DISCOUNTS. IN BOTH NEED-BASED AWARDS, FAMILIES MUST APPLY FOR AID AND PROVIDE FINANCIAL INFORMATION AND DOCUMENTATION TO SUBSTANTIATE NEED. RELEVANT INFORMATION IS ANALYZED THROUGH A THIRD PARTY SCORING SYSTEM TO DETERMINE THE AMOUNT OF NEED-BASED AID ELIGIBILITY. AWARDS ARE GRANTED AND CONTRACT ADDENDUMS SIGNED BY FAMILIES AND THE SCHOOL. THE FACULTY REMISSION DISCOUNTS ARE A STRAIGHT PERCENTAGE OF TUITION DISCOUNTS RANGING FROM A MINIMUM OF 10% TO A MAXIMUM OF 50%. THE PERCENTAGE DEPENDS ON LENGTH OF SERVICE AND THESE DISCOUNTS ARE NOT NEED-BASED AND ARE GRANTED AS A BENEFIT OF EMPLOYMENT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER B CLEVELAND HEAD OF SCHOOL 392459 0 0 0 11750 0 26000 0 59408 0 489617 0 0 0 WILLIAM J COXHEAD CHIEF FINANCIAL OFFICER 265090 0 0 0 7750 0 21790 0 21758 0 316388 0 0 0 RAMONA BLANKENSHIP ASSOCIATE HEAD OF SCHOOL 176334 0 0 0 0 0 15982 0 42253 0 234569 0 0 0 BRIAN MORGAN CHIEF OPERATIONS OFFICER 203579 0 0 0 0 0 12567 0 17783 0 233929 0 0 0 JOSEPH KOCH PRINCIPAL - HIGH SCHOOL 153301 0 0 0 0 0 9686 0 29514 0 192501 0 0 0 MARC KHEDOURI ASSISTANT HEAD OF SCHOOL FOR ADVANCE 161883 0 0 0 0 0 14433 0 7253 0 183569 0 0 0 CHAD MCDANIEL DIRECTOR OF DEVELOPMENT 144054 0 0 0 0 0 10409 0 18367 0 172830 0 0 0 SPENCER CORNETT DIRECTOR OF FACILITIES 132969 0 0 0 0 0 8476 0 23614 0 165059 0 0 0 JOSEPH ANTONIO IV PRINCIPAL - MIDDLE SCHOOL 127789 0 0 0 0 0 10336 0 21758 0 159883 0 0 0 JEFFERY PETTIT CONSTRUCTION MANAGER 125971 0 0 0 0 0 6651 0 21758 0 154380 0 0 0 JASON REB PRINCIPAL - LOWER SCHOOL 118804 0 0 0 0 0 7606 0 24408 0 150818 0 0 0 PART I, LINE 1A CERTAIN KEY EMPLOYEES ARE PROVIDED ON-CAMPUS HOUSING. PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES AND APPROVES THE COMPENSATION PACKAGE FOR THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OR FOR THE FULL BOARD OF TRUSTEES AT ANY TIME BY REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE REVIEWS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE WAGE INFORMATION IS OBTAINED BY THE BOARD CHAIRMAN, AND APPROPRIATE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED, DISCUSSED, AND APPROVED IN A FORMAL BOARD MEETING. ALL OTHER EMPLOYEE COMPENSATION IS REVIEWED AND RECOMMENDED BY THE HEAD OF SCHOOL AND THE CHIEF FINANCIAL OFFICER TO FIT WITHIN THE OPERATING BUDGETARY CONSTRAINTS. DISCUSSIONS ARE HELD WITH THE BOARD CHAIRMAN, RECOMMENDATIONS ARE PRESENTED TO AND APPROVED BY THE FINANCE COMMITTEE, AND THEN THE FULL OPERATING BUDGET IS PRESENTED AND APPROVED BY THE ENTIRE BOARD. NORMALLY THE RECOMMENDATIONS FOR COMPENSATION INCREASES ARE OBTAINED BY PERCENTAGE ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE ON FILE IN THE BUSINESS OFFICE AND ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -189,883. BAD DEBT EXPENSE -3,287.