2023-07-27T15:29:37-05:00 2021-06-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990 2020-07-01 591058089 CANTERBURY SCHOOL INC CANT 2394814323 8141 COLLEGE PARKWAY FORT MYERS FL 33919 RICHARD KISCHNER HEAD OF SCHOOL 2394814323 2023-07-26 1 RICHARD KISCHNER 999009999 ASHLYNN E REEDER P01714058 2392632111 2023-07-26 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z RICHARD KISCHNER 8141 COLLEGE PARKWAY FORT MYERS FL 33919 24377929 0 X WWW.CANTERBURYFORTMYERS.ORG X 1964 FL TO PROVIDE ACADEMIC EXCELLENCE WHILE EMPHAZISING CHARACTER, LEADERSHIP AND SERVICE. 4 4 237 100 0 0 3672092 2606257 18350585 19094320 226073 613975 135889 63569 22384639 22378121 3719573 3820763 0 0 10984818 11712343 0 0 827015 5575282 6159454 20279673 21692560 2104966 685561 31400255 32775511 20036808 18834021 11363447 13941490 X CANTERBURY SCHOOL IS PK3-12, COEDUCATIONAL, COLLEGE PREPARATORY DAY SCHOOL WITH APPROXIMATELY 650 STUDENTS. THE SCHOOL IS DEDICATED TO ACADEMIC EXCELLENCE WITHIN A CARING AND SUPPORTIVE COMMUNITY EMPHASIZING CHARACTER, LEADERSHIP AND SERVICE. 0 0 15893790 3820763 19184838 CANTERBURY HISTORY IS RICH IN LEADERSHIP AND VISION BY THOSE WHO HAVE COME BEFORE US AS DONORS, VISIONARIES AND VOLUNTEERS. TOGETHER THEY HAVE SET THE COURSE FOR WHAT CANTERBURY IS TODAY, A WELL-RESPECTED EDUCATIONAL INSTITUTION PRODUCING STUDENTS WHO ARE PREPARED FOR SUCCESS IN COLLEGE AND BEYOND.(CONTINUED ON SCHEDULE O). 15893790 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 237 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X SUSAN CHICONE 2394814323 8141 COLLEGE PARKWAY FORT MYERS FL 33919 LORI MAY CHAIR 1.00 X X 0 0 0 LAERTES MANUELIDIS TREASURER 1.00 X X 0 0 0 MIKE DAMIANI VICE CHAIR 1.00 X X 0 0 0 RYAN BENSON SECRETARY 1.00 X X 0 0 0 RICHARD KIRSCHNER HEAD OF SCHOOL 40.00 X 322600 0 0 SUSAN RYAN CFO 40.00 X 258581 0 0 GEORGE PAPPAS ASSOCIATE HEAD OF SCHOOL 40.00 X 129018 0 0 FRANK TURCO ATHLETIC DIRECTOR 40.00 X 112946 0 0 NIKKI ERNST HEAD OF LOWER SCHOOL 40.00 X 100720 0 0 CARL MELAMET HEAD OF UPPER SCHOOL 40.00 X 100816 0 0 1024681 0 0 6 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 33548 CAFETERIA DINING SERVICE & CATERING 939505 ENTECH COMPUTER SERVICES INC 5276 SUMMERLIN COMMONS WAY STE 701 FORT MYERS FL 33907 OUTSOURCED TECHNOLOGY & COMPUTER SERVICE 360740 AMERICAN EXPRESS 200 VESEY STREET NEW YORK NY 10285 CREDIT CARD SERVICES 231067 3 365647 2240610 16829 2606257 TUTION AND FEES 611110 17575350 17575350 AUXILIARY PROGRAMS 611110 1468298 1468298 STUDENT ACTIVITIES 611110 50672 50672 19094320 109668 109668 2429842 1925535 504307 504307 504307 47324 365647 74273 -26949 -26949 MISCELLANEOUS REVENUE 900099 90518 90518 90518 22378121 19184838 0 587026 3820763 3820763 581181 474243 70904 36034 7730640 6311079 939011 480550 3400522 1686400 1659106 55016 1603793 951498 641722 10573 119756 65132 47483 7141 608831 442091 107856 58884 331644 269080 44409 18155 73362 18064 28872 26426 738408 738408 1160816 941828 155441 63547 379417 307841 50806 20770 MAINTENANCE 400794 291693 80988 28113 MISCELLANEOUS EXPENSES 327954 135706 191802 446 PROFESSIONAL DEVELOPMEN 92289 24757 67303 229 PUBLICATIONS, DUES, AND 88512 22553 57249 8710 233878 131062 90395 12421 21692560 15893790 4971755 827015 1312697 1812294 1158458 106538 1331646 663968 146508 61591 41773 109606 204303 207670 40465302 19533411 21146720 20931891 6058150 8881953 31400255 32775511 965450 1168878 3514252 3169607 13709806 13299434 64953 46670 1782347 1149432 20036808 18834021 X 7078475 8513407 4284972 5428083 11363447 13941490 31400255 32775511 685561 1892482 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1800103 113475 403422 32121 2284879 2032455 -153669 63251 15432 1800103 1927047 105408 2032455 1785015 142032 1927047 1598210 186805 1785015 0.64429 0.35571 0 0 8641930 8641930 24927363 14672407 10254956 811302 494503 316799 6084707 4366501 1718206 20931891 STUDENT ACTIVITIES 1183 OBLIGATIONS UNDER INTEREST RATE SWAP AGREEMENTS 1088249 OTHER PAYABLE 60000 1149432 20449840 1892482 1892482 18557358 3820763 3820763 22378121 17871797 0 17871797 3820763 3820763 21692560 PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 3,820,763. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 3,820,763. 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 ORGANIZATION PUBLISHES THE FOLLOWING NOTICE IN THE LOCAL NEWSPAPERS DURING THE PERIOD OF REGISTRATION FOR STUDENTS: THE CANTERBURY SCHOOL ADMITS STUDENTS OF ANY RACE, RELIGION, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. GALA 331969 299744 32225 10986 209 36981 GOLF TOURNAMENT 73375 58276 15099 5934 2866 7242 2 7627 7627 3051 7004 412971 365647 47324 16920 3075 3051 51227 74273 -26949 1 FINANCIAL AID AND SCHOLARSHIPS 229 3820763 PART I, LINE 2: CANTERBURY SCHOOL ADHERES TO THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS' "PRINCIPLES OF GOOD PRACTICE FOR FINANCIAL AID". FINANCIAL AID GRANTS ARE OFFERED TO STUDENTS WHO HAVE BEEN ACCEPTED TO CANTERBURY SCHOOL AND WHOSE FAMILIES DEMONSTRATE FINANCIAL NEED. TO ASSESS THE LEVEL OF NEED, CANTERBURY SCHOOL USES THE CALCULATIONS OF THE SCHOOL AND STUDENT SERVICES (SSS) AS A GUIDELINE. THE FAMILY'S TOTAL INCOME, ASSETS AND SPECIAL CIRCUMSTANCES ARE TAKEN INTO CONSIDERATION. CANTERBURY SCHOOL'S FINANCIAL AID COMMITTEE REVIEWS ALL APPLICATIONS AND MAKES THE FINAL AWARD. DECISIONS ARE INFLUENCED BY THE AVAILABILITY OF SCHOOL RESOURCES, THE NUMBER OF QUALIFIED APPLICANTS, AND OVERALL BUDGETARY CONSTRAINTS. X 0 0 X X X X 0 0 0 0 0 0 0 0 0 RICHARD KIRSCHNER HEAD OF SCHOOL 322600 0 0 0 0 0 0 0 0 0 322600 0 0 0 SUSAN RYAN CFO 258581 248050 0 0 0 0 0 0 0 0 258581 248050 0 0 A LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 2009-10-02 20685000 CREDIT ENHANCEMENT AND LIQUIDITY 0 0 0 A 7432428 20685000 117766 0 0 0 0 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 SUNTRUST BANK 21.000000000000 0 0 0 0 1 A 1 FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS COURSE OF STUDIES: OUR STUDENTS PURSUE A RIGOUROUS SCHEDULE OF COLLEGE PREPARATORY CLASSES FOR ALL FOUR YEARS IN THE UPPER SCHOOL. ALL CLASSES AT CANTERBURY SCHOOL ARE TAUGHT AT THE HONORS LEVEL, WITH ADVANCED PLACEMENT (AP) AND INDEPENDENT STUDIES PROVIDING EXTRA CHALLENGES. AP COURSES ARE PROVIDED IN ALL CORE SUBJECT AREAS. ENROLLMENT IN AP IS DETERMINED BY ACADEMIC DEPARTMENT POLICIES AND/OR PREREQUISITE COURSES. ATHLETICS AND EXTRACURRICULAR ACTIVITIES: ATHLETICS, CLUBS AND ORGANIZATIONS PLAY KEY ROLES IN STUDENT LIFE. CANTERBURY OFFERS AN ARRAY OF SPORTS FOR STUDENT PARTICIPATION INCLUDING: FOOTBALL, SOCCER, BASEBALL, BASKETBALL, VOLLEYBALL, SWIMMING, TENNIS, GOLF, CROSS-COUNTRY, TRACK AND FIELD AND LACROSSE. 75% OF OUR UPPER SCHOOL STUDENTS PARTICIPATE IN SPORTS. THERE ARE WELL OVER 20 ACTIVE CLUBS ON CAMPUS INCLUDING YEARBOOK, CHESS, MOCK TRIAL, AND MODEL UN. CLUB MEMBERS MEET ON A REGULAR BASIS THROUGHOUT THE YEAR. ADDITIONALLY, STUDENTS PARTICIPATE IN A VARIETY OF LOCAL, STATE, NATIONAL AND INTERNATIONAL SCHOLASTIC COMPETITIONS. STUDENTS DRAWN FROM: ALVA, BOKEELIA, BONITA SPRINGS, CAPE CORAL, ESTERO, FORT MYERS, FORT MYERS BEACH, LABELLE, LEHIGH ACRES, NAPLES, NORTH FORT MYERS, PORT CHARLOTTE, PUNTA GORDA, SANIBEL GRADUATES ACCEPTED TO FOUR-YEAR COLLEGES OR UNIVERSITIES: 100% AVERAGE CLASS SIZE: 16 STUDENT/FACULTY RATIO: 10:1 FINANCIAL AID: FOR THE 2020-2021 SCHOOL YEAR, CANTERBURY SCHOOL PROVIDED APPROXIMATELY $3,800,000 OF FINANCIAL ASSISTANCE TO 30% OF THE STUDENT BODY. CANTERBURY SCHOOL ADHERES TO THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS' "PRINCIPLES OF GOOD PRACTICE FOR FINANCIAL AID". PERCENTAGE OF FACULTY & ADMINISTRATION HOLDING ADVANCED DEGREES: 47% MASCOT: COUGAR ACCREDITATIONS/MEMBERSHIPS: - NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS - FLORIDA COUNCIL OF INDEPENDENT SCHOOLS - SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS - SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS - NATIONAL ASSOCIATION OF COLLEGE ADMISSION COUNSELING - THE COLLEGE BOARD ACADEMIC SOCIETIES: - CUM LAUDE SOCIETY - INTERNATIONAL THESPIAN SOCIETY - LA SOCIETE HONORAIRE DE FRANCAIS - MU ALPHA THETA MATHEMATICS HONOR SOCIETY - NATIONAL ENGLISH HONOR SOCIETY - NATIONAL HONOR SOCIETY - NATIONAL LATIN HONOR SOCIETY - RHO KAPPA, FCSS STUDENT HONOR SOCIETY - SCIENCE NATIONAL HONOR SOCIETY - SOCIEDAD HONORARIA HISPANICA PHILANTHROPY: THE SCHOOL RELIES ON TUITION AND PHILANTHROPIC SUPPORT FORM 990, PART VI, SECTION B, LINE 11B THE BOARD TREASURER REVIEWS A DRAFT OF THE TAX RETURN FOR ACCURACY AND COMPLETENESS PRIOR TO SIGNING AND FILING THE TAX RETURN. THE ENTIRE BOARD IS PROVIDED A COPY OF THE PUBLIC FILING COPY AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES IS COMMITTED TO AVOIDING CONFLICTS BETWEEN THE INTEREST OF THE SCHOOL AND ANY PERSONAL INTEREST OF A TRUSTEE. A TRUSTEE MUST MANAGE HIS OR HER PERSONAL AND BUSINESS AFFAIRS LEGALLY AND ETHICALLY, SO AS TO AVOID AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST. GENERALLY, A CONFLICT MAY ARISE WHEN 1) A TRUSTEE HAS AN EXISTING OR POTENTIAL FINANCIAL OR OTHER INTEREST WHICH IMPAIRS, OR MIGHT APPEAR TO IMPAIR, HIS OR HER OBJECTIVITY IN SERVING THE SCHOOL; OR 2) A TRUSTEE MIGHT DERIVE, OR APPEAR TO DERIVE, A FINANCIAL OR OTHER MATERIAL BENEFIT FROM HIS OR HER BOARD SERVICE. ULTIMATELY, THE DETERMINATION OF WHETHER A CONFLICT OR INTEREST EXISTS RELIES ON EACH TRUSTEE'S SOUND JUDGMENT, HONESTY, AND ETHICS. WHEN A POTENTIAL CONFLICT OF INTEREST EXISTS OR IS BELIEVED TO EXIST, PROMPT DISCLOSURE TO THE CHAIR OR CO-CHAIR IS REQUIRED. RECUSAL OR ABSTENTION MAY BE REQUIRED. EACH TRUSTEE IS REQUIRED TO SIGN A COPY OF THIS POLICY ON AN ANNUAL BASIS. EACH TRUSTEE IS REQUIRED TO ABIDE BY THIS CODE OF CONDUCT/CONFLICT OF INTEREST POLICY AND WITH THE BYLAWS AT ALL TIMES. FAILURE TO DO SO SHALL RESULT IN REMOVAL FROM THE BOARD OF TRSUTEES. FURTHER, VIOLATION OF THIS POLICY OR OTHER POLICIES ADOPTED BY THE BOARD OF TRUSTEES MAY RESULT IN THE TRUSTEE'S REMOVAL FROM THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL (HEAD OF SCHOOL) IS BENCHMARKED AGAINST COMPARABLE POSITIONS AT PEER INSTITUTIONS AND REVIEWED BY THE BOARD OF TRUSTEES. COMPENSATION FOR KEY EMPLOYEES IS BENCHMARKED AGAINST COMPARABLE POSITIONS AT PEER INSTITUTIONS, USING THE DASL SURVEY WHICH IS COLLECTED ANNUALLY IN THE FALL BY THE NAIS. THE HEAD OF SCHOOL REVIEWS THE DATA TO DETERMINE SALARIES. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.