2025-05-15T15:15:04-05:00 2024-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2023-07-01 237063914 TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE TAND 4342961303 279 TANDEM LANE CHARLOTTESVILLE VA 22902 JOHN PEPPER TREASURER 4342961303 2025-05-15 1 0 TRAVIS W SIMPSON P00481332 4342962156 2023 2025-03-06 01:10:19Z JOHN PEPPER 279 TANDEM LANE CHARLOTTESVILLE VA 22902 12806837 0 X WWW.TANDEMFS.ORG X 1970 VA SEE SCHEDULE O 17 17 107 125 0 0 581986 488019 6860694 7567321 396269 378098 32019 30398 7870968 8463836 2028684 2076328 0 0 4125601 4463717 0 0 655281 1362979 1543593 7517264 8083638 353704 380198 11456340 11979983 1875960 1646601 9580380 10333382 ROOTED IN QUAKER VALUES, TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE PREPARES YOUNG PEOPLE FOR HIGHER EDUCATION AND FULFILLING LIVES OF INTEGRITY, CREATIVE EXPRESSION, AND SERVICE. 0 0 6502318 2053340 7216847 INSTRUCTIONAL SERVICES - IN SUPPORT OF ITS MISSION, THE SCHOOL DELIVERED A 9-MONTH, TWO-SEMESTER COMPREHENSIVE COLLEGE-PREPARATORY EDUCATION DURING THE AUGUST - JUNE SCHOOL YEAR, FOR APPROXIMATELY 260 STUDENTS IN GRADES 5-12, AS WELL AS A CO-CURRICULAR PROGRAM OF COMMUNITY ACTIVITIES, AND A DEDICATED COLLEGE COUNSELING SERVICE. WE GRADUATED 37 STUDENTS, 36 OF WHOM WERE ADMITTED TO FOUR-YEAR COLLEGES. EXPENSES FOR THESE SERVICES INCLUDED SALARIES OF TEACHERS, ADMINISTRATION, AND STAFF, AS WELL AS OPERATING EXPENSES SPECIFICALLY NEEDED TO DELIVER AND IMPROVE THESE SERVICES BOTH ON OUR CAMPUS AND IN THE BROADER COMMUNITY. 424749 22988 267161 AUXILIARY SERVICES - TO SUPPLEMENT THE ACADEMIC PROGRAM, THE SCHOOL PROVIDED A RANGE OF OTHER EDUCATIONAL SERVICES AND EXTRACURRICULAR ACTIVITIES, WHICH INCLUDED A LEARNING RESOURCES CENTER STAFFED BY TANDEM FRIENDS TUTORS TO PROVIDE ON-CAMPUS ACADEMIC SUPPORT FOR OUR STUDENTS. APPROXIMATELY, ONE-THIRD OF ENROLLED STUDENTS AVAILED THEMSELVES TO SOME DEGREE IN THIS PROGRAM. TANDEM ALSO OFFERS VARSITY, JUNIOR VARSITY, AND MIDDLE SCHOOL SPORTS FOR STUDENTS IN THREE SEASONS, AND A DRAMA PROGRAM THAT PRODUCED SHORT AND FULL-LENGTH PLAYS AND MUSICALS DURING THE SCHOOL YEAR. EXPENSES FOR THESE PROGRAMS INCLUDED SALARIES OF ADMINISTRATORS, COACHES, AND ANCILLARY SUPPORT PERSONNEL, AS WELL AS MATERIAL OPERATING EXPENSES REQUIRED TO FIELD TEAMS, TUTOR STUDENTS, AND TO PRODUCE THEATRICAL PERFORMANCES. 56567 83313 SUMMER PROGRAM - IN THE SUMMERS OF 2023 AND 2024, THE SCHOOL HOSTED A SUMMER CAMP PROGRAM FOR STUDENTS, AGES 6-13, BOTH FROM TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE AND FROM OUTSIDE THE TANDEM FRIENDS COMMUNITY. THE PROGRAM OFFERED CLASSES IN ARTS, CRAFTS, MUSIC, ATHLETICS, AND OUTDOOR ACTIVITIES. A VARIETY OF FULL-DAY HANDS-ON COURSES WERE DELIVERED IN THREE TWO-WEEK SESSIONS. THE CAMP IS ENTIRELY ADMINISTERED BY TANDEM, WHICH EMPLOYS THE CAMP DIRECTOR AND CAMP COUNSELORS. IN ADDITION TO PUTTING THE BEAUTIFUL TANDEM FRIENDS CAMPUS TO USE DURING THE SUMMER MONTHS, THE CAMP ALSO SERVES AS A VALUABLE MARKETING TOOL TO ATTRACT POTENTIAL NEW ADMISSIONS AND REINFORCES TANDEM FRIENDS' IMAGE AS SCHOOL THAT WELCOMES AND NURTURES CREATIVITY AND FREEDOM OF EXPRESSION. 6983634 1 1 0 0 0 0 0 0 0 1 1 1 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 31 0 107 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 4342961303 279 TANDEM LANE CHARLOTTESVILLE VA 22902 WHITNEY THOMPSON HEAD OF SCHOOL 40.00 X 226082 0 71314 PETER GAINES ASSISTANT HEAD OF SCHOOL 40.00 X 100881 0 64976 MICHELLE SCHLESINGER-DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 128842 0 26531 TRACY PROCTOR - DIRECTOR OF INSTITUTIONAL ADVANCEMENT 40.00 X 112568 0 11219 MARY CHINN CO-CHAIR 5.00 X X 0 0 0 ERIC PEIFER CO-CHAIR 5.00 X X 0 0 0 JAMES H SCOTT III TREASURER 5.00 X X 0 0 0 CICELY SHELTON-BARNES SECRETARY 5.00 X X 0 0 0 SUSAN BEERS TRUSTEE 5.00 X 0 0 0 MARC BOSTON TRUSTEE 5.00 X 0 0 0 MARGARET MCNETT BURRUSS TRUSTEE 5.00 X 0 0 0 GEOFFREY CARTER TRUSTEE 5.00 X 0 0 0 ROXANNE CARTER-JOHNSON TRUSTEE 5.00 X 0 0 0 SARAH DAVIES TRUSTEE 5.00 X 0 0 0 SHARON DEAL TRUSTEE 5.00 X 0 0 0 LAUREL HENNEMAN TRUSTEE 5.00 X 0 0 0 MEREDITH KALNITE TRUSTEE 5.00 X 0 0 0 MOIRA KAVANAGH TRUSTEE 5.00 X 0 0 0 MEGHAN MURRAY TRUSTEE 5.00 X 0 0 0 JOHN PEPPER TRUSTEE 5.00 X 0 0 0 LARRY VAN METER TRUSTEE 5.00 X 0 0 0 568373 0 174040 4 0 1 0 THE BUDD GROUP 2325 S STRATFORD ROAD WINSTONSALEM NC 27103 CUSTODIAL SERVICES 213566 1 488019 15979 488019 TUITION AND FEES 611600 7391172 7391172 SUMMER PROGRAM TUITION 611710 83313 83313 STUDENT ACTIVITIES 611710 49631 49631 OTHER PROGRAM SERVICE REVENUE 611710 43205 43205 7567321 209011 209011 16553 0 16553 16553 16553 4512088 4343001 169087 169087 169087 13845 0 13845 13845 8463836 7567321 0 408496 2076328 2076328 398449 293213 75638 29598 3310505 2835367 71220 403918 149216 122631 7108 19477 334936 294995 10615 29326 270611 228954 9969 31688 108488 78996 19207 10285 4246 3141 808 297 21000 15540 3990 1470 17080 17080 46290 25301 6496 14493 66683 2044 64639 13339 9804 2517 1018 159022 116479 28756 13787 428920 325923 98539 4458 30309 21183 3443 5683 18761 14185 1881 2695 9423 6973 1790 660 244048 185477 56131 2440 62858 46515 11943 4400 CURRICULUM 239124 230975 5660 2489 PROFESSIONAL DEVELOPMEN 37812 27541 7024 3247 EQUIPMENT & FURNITURE ( 17163 13714 2805 644 OTHER EXPENSES 15242 5554 1384 8304 3785 2801 719 265 8083638 6983634 444723 655281 1532254 1699728 312786 20700 3171 8905 84270 81494 8551412 5602217 2937382 2949195 3325563 3562867 3065595 3463963 195319 193131 11456340 11979983 518766 545288 1336865 935866 145118 20329 20329 1875960 1646601 X 2671345 3079216 6909035 7254166 9580380 10333382 11456340 11979983 380198 372804 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6391157 138494 735971 238793 7026829 5926871 185150 546537 267401 6391157 6431123 672033 -942944 233341 5926871 3278938 2331865 1004920 184600 6431123 3346506 82432 150000 3278938 0.93870 0.06130 1 0 656800 656800 6053024 4160969 1892055 1168385 844713 323672 673203 596535 76668 2949195 FRIENDS FIDUCIARY POOLED INVESTMENT FUND 3463963 F 3463963 FINANCE LEASE OBLIGATION 20329 20329 X 6743232 372804 372804 6370428 17080 2076328 2093408 8463836 5990230 0 5990230 17080 2076328 2093408 8083638 PART V, LINE 4: EARNINGS FROM THE SCHOOL'S ENDOWMENT FUNDS SUPPORT FINANCIAL AID, FACULTY SALARIES AND DEVELOPMENT, AND OTHER SCHOOL PROGRAMS. PART X, LINE 2: THE SCHOOL HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE SCHOOL. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,076,328. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,076,328. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF THE NONDISCRIMINATORY POLICY OF TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE IS PRINTED IN ALL SIGNIFICANT PUBLICATIONS OF THE SCHOOL. ALL SUCH MATERIALS CONTAIN A CLEAR AND UNEQUIVOCAL STATEMENT OF THE SCHOOL'S NONDISCRIMINATORY POLICY IN ADMINISTRATION OF ITS EDUCATION POLICIES, HIRING POLICIES, ADMISSIONS POLICIES, FINANCIAL AID, SCHOLARSHIPS AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. 1 TUITION REDUCTIONS - SCHOLARSHIPS/FINANCIAL AID 95 2076328 BOOK VALUE-COST THE SCHOOL PROVIDED NON-CASH FINANCIAL AID TO 95 STUDENTS IN THE FORM OF REDUCED TUITION. PART I, LINE 2: THE SCHOOL GRANTS SCHOLARSHIPS TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS. NO FUNDS ARE DISTRIBUTED TO INDIVIDUALS. 1 X X X X X 0 0 0 0 0 0 0 0 0 WHITNEY THOMPSON HEAD OF SCHOOL 206082 0 20000 0 0 0 10558 0 60756 0 297396 0 0 0 PETER GAINES ASSISTANT HEAD OF SCHOOL 100881 0 0 0 0 0 5325 0 59651 0 165857 0 0 0 MICHELLE SCHLESINGER-DIRECTOR OF FINANCE AND OPERATIONS 118842 0 10000 0 0 0 6125 0 20406 0 155373 0 0 0 FORM 990, PART I, LINE 1 MISSION: ROOTED IN QUAKER VALUES, TANDEM FRIENDS SCHOOL PREPARES YOUNG PEOPLE FOR HIGHER EDUCATION AND FULFILLING LIVES OF INTEGRITY, CREATIVE EXPRESSION AND SERVICE. AT TANDEM FRIENDS SCHOOL, WE BELIEVE THAT THE FINEST EDUCATION IS ACHIEVED THROUGH AN ACTIVE PARTNERSHIP BETWEEN FACULTY AND STUDENTS. WE HONOR STUDENTS BY HOLDING THEM TO HIGH STANDARDS. TEACHERS ARE DEDICATED TO THE INTELLECTUAL, AESTHETIC AND MORAL GROWTH OF EACH STUDENT. IN TURN, OUR STUDENTS ARE EXPECTED TO ENTER INTO THIS PARTNERSHIP WITH A SENSE OF RESPONSIBILITY AND RESPECT FOR THEIR MENTORS AND FOR THE ENTIRE SCHOOL COMMUNITY. OUR COMMUNITY HAS A REMARKABLE TRADITION OF EDUCATING YOUNG LEARNERS TO BECOME POWERFUL AND PURPOSEFUL ADULTS. STUDENTS AT TANDEM FRIENDS ARE HONORED AND RESPECTED AS THEY GROW INTO ADULTHOOD. PROVIDING AN EXEMPLARY ACADEMIC EXPERIENCE IN A SPIRITUAL COMMUNITY BASED ON QUAKER VALUES IS AN UPLIFTING AND SUSTAINING MISSION THAT BINDS US TOGETHER IN A SHARED VISION. PHILOSOPHY: THE ESSENCE OF OUR PHILOSOPHY IS CAPTURED IN THE SCHOOL'S UNOFFICIAL MOTTOES: "FREEDOM WITH RESPONSIBILITY AND "KINDNESS AND WISDOM." FORM 990, PART VI, SECTION B, LINE 11B TANDEM FRIENDS' ANNUAL INFORMATIONAL RETURN (FORM 990) IS REVIEWED IN DRAFT FORM BY MANAGEMENT AND BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. A FINAL DRAFT OF FORM 990 IS CIRCULATED TO THE ENTIRE BOARD FOR REVIEW AND COMMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TANDEM FRIENDS HAS A CONFLICT OF INTEREST POLICY, WHICH IS ARTICULATED IN ITS EMPLOYMENT PRACTICES MANUAL. TANDEM FRIENDS MONITORS RELATIONSHIPS FOR CONFLICTS OF INTEREST BETWEEN ITS VENDORS AND ITS EMPLOYEES. THE BOARD OF TRUSTEES IS APPRISED ANNUALLY OF TANDEM FRIENDS POLICY, AND EACH TRUSTEE SIGNS A DOCUMENT CONFIRMING THAT NO CONFLICTS EXIST OR DISCLOSING ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THE BOARD OF TRUSTEES, CHAIRED BY THE CHAIR OF THE BOARD, NEGOTIATES A CONTRACT FOR THE HEAD OF SCHOOL, THE TOP MANAGEMENT OFFICIAL AT TANDEM FRIENDS. IN DETERMINING THE TERMS OF EMPLOYMENT AND COMPENSATION, THE COMMITTEE EMPLOYED AN OUTSIDE CONSULTANT AND CONDUCTED A SURVEY OF COMPENSATION AT COMPARABLE INDEPENDENT SCHOOLS. THE COMMITTEE ALSO BENCHMARKED COMPENSATION DATA COMPILED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). THIS LAST OCCURRED IN JANUARY 2017. THE COMMITTEE PERFORMS AN ANNUAL APPRAISAL OF THE HEAD'S JOB PERFORMANCE AND BASES ANY CHANGES IN COMPENSATION ON THIS EVALUATION. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE KEPT IN THE BUSINESS OFFICE AND ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST THROUGH THE BUSINESS MANAGER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.