2022-05-16T18:21:36-05:00 2021-06-30 571157523 APRIO LLP 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990 2020-07-01 580940220 THE WALKER SCHOOL INC WALK 7704272689 700 COBB PARKWAY NORTH MARIETTA GA 30062 JACK HALL HEAD OF SCHOOL 7704272689 2022-05-16 1 JACK HALL 999009999 ANGELA T DOTSON P00645864 4048929651 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JACK HALL 700 COBB PARKWAY NORTH MARIETTA GA 30062 32721281 1 1 0001 X WWW.THEWALKERSCHOOL.ORG X 1957 GA PROVIDE EDUCATIONAL SERVICES FOR STUDENTS FROM PRESCHOOL THROUGH TWELFTH GRADE. 13 13 338 75 0 0 999080 703214 21626451 22260974 3659158 1377335 37372 29021 26322061 24370544 2003567 2488743 0 0 13706920 14566682 0 0 527827 8160100 7993435 23870587 25048860 2451474 -678316 77096882 80389488 42455308 41532302 34641574 38857186 TO PROVIDE COLLEGE PREPARATORY EDUCATION SERVICES FOR STUDENTS IN PRESCHOOL THROUGH TWELFTH GRADE. 0 0 18987090 2488743 22260974 THE WALKER SCHOOL IS A PRIVATE INSTITUTION WHICH PROVIDES EDUCATIONAL SERVICES FOR STUDENTS FROM PRESCHOOL THROUGH TWELFTH GRADE. 18987090 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 1 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 28 0 1 338 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 GA X THE ORGANIZATION 7704272689 700 COBB PARKWAY NORTH MARIETTA GA 30062 JACK HALL HEAD OF SCHOOL 50.00 X 335671 0 34733 GLENN SHAW BOARD CHAIR 2.00 X X 0 0 0 CAROLYNN PUFFE BOARD VICE CHAIR; SECRETARY 1.00 X X 0 0 0 SCOTT GREGORY TREASURER 1.00 X X 0 0 0 ALAN ZUCKERMAN TRUSTEE 1.00 X 0 0 0 ALEX KOUTOUZIS TRUSTEE 1.00 X 0 0 0 ANJI JAGLAN TRUSTEE 1.00 X X 0 0 0 CARON CONE TRUSTEE 1.00 X 0 0 0 JAMES BROCK TRUSTEE 1.00 X X 0 0 0 JAMES EUBANKS TRUSTEE 1.00 X 0 0 0 SEAN FALLMAN TRUSTEE 1.00 X 0 0 0 SHIRLEY POWELL TRUSTEE 1.00 X 0 0 0 THOMAS WARREN TRUSTEE 1.00 X 0 0 0 TRIPP KAY TRUSTEE 1.00 X 0 0 0 CHRISTIE HOLMAN DIRECTOR OF BUSINESS & FIN 40.00 X 150729 0 24431 MICHAEL ARJONA HEAD OF UPPER SCHOOL 40.00 X 139481 0 21886 IRA DAWSON EMPLOYEE 40.00 X 117284 0 16096 PATRICIA DOUGHERTY EMPLOYEE 40.00 X 106553 0 5327 849718 0 102473 5 0 1 0 SAGE DINING SERVICES INC 1085 OLD ROSWELL ROAD ROSWELL GA 30076 FOOD SERVICE 672764 CORE FACILITY SERVICES 919 TRAILSIDE LANE MARIETTA GA 30064 OPERATION & MAINTENANCE 198215 IVISION SCALE LLC DEPT 295 PO BOX 4458 HOUSTON TX 77210 COMPUTER SUPPORT AND SERVICES 148756 ENCORE TECHNOLOGY GROUP LLC 141 GRACE DRIVE EASLEY GA 29640 IT COMPANY 119866 PRECISION TURG 4237 WALKING LANE NW LILBURN GA 30047 CONSTRUCTION CONTRACTOR 108556 5 703214 703214 TUITION AND FEES 900099 21645206 21645206 AUXILIARY ACTIVITIES 900099 615768 615768 22260974 652840 652840 9048132 8323637 724495 724495 724495 56121 27100 29021 29021 24370544 22260974 0 1406356 2488743 2488743 849719 696337 131305 22077 10842391 8885249 1675445 281697 545961 447410 84366 14185 1510096 1237511 233351 39234 818515 670766 126483 21266 33924 33924 49400 49400 155918 155918 176267 10151 163810 2306 117487 23900 93587 198926 147252 49634 2040 488878 262685 186511 39682 1252583 1252583 76893 28825 46477 1591 826153 826153 1648118 1483306 148331 16481 184493 184493 DINING EXPENSES 865252 865252 OTHER 691452 415052 245644 30756 CURRICULUM 532493 495386 37107 FACULTY WAIVERS 509420 509420 185778 3112 126154 56512 25048860 18987090 5533943 527827 11560839 12099537 806466 274536 337489 172370 63541 69426 474425 456642 65883845 26887571 40444693 38996274 23145624 28046345 263805 274358 77096882 80389488 1580482 1635327 11913975 12055621 26066580 26074399 265769 149465 2628502 1617490 42455308 41532302 X 31401517 36141332 3240057 2715854 34641574 38857186 77096882 80389488 X -678316 3882916 1011012 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1981451 100000 477536 60850 2498137 1952441 73195 44185 1981451 1886901 123640 58100 1952441 1854164 90487 57750 1886901 1733849 176815 56500 1854164 0 0 10056012 10056012 39632540 16074067 23558473 9505771 5062146 4443625 5443857 5141365 302492 1245665 609993 635672 38996274 INTEREST RATE SWAP 1617490 1617490 X 25608799 3882916 3882916 21725883 155918 2488743 2644661 24370544 22404199 0 22404199 155918 2488743 2644661 25048860 PART V, LINE 4: THE ENDOWMENT WAS ESTABLISHED TO HELP PROVIDE NEED-BASED SCHOLARSHIP ASSISTANCE TO MINORITY STUDENTS. PART X, LINE 2: THE SCHOOL QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS UP TO AND INCLUDING 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIALS PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIALS 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 VARIOUS NEWSPAPERS AND JOURNALS INCLUDING THE ATLANTA JOURNAL CONSTITUTION, MARIETTA JOURNAL, AND THE STUDENT HANDBOOK. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, INVESTMENTS 1822021 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM INVESTMENTS 2273324 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 146571 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES INVESTMENTS 653809 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, INVESTMENTS 78337 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, INVESTMENTS 114244 0 0 0 0 0 0 5088306 0 5088306 0 0 0 0 0 0 PART III ACCOUNTING METHOD: ONLINE AUCTION 30267 30267 1410 SECRET SHOP 25708 25708 25690 1 146 146 56121 56121 27100 27100 29021 1 FINANCIAL AID/SCHOLARSHIPS 240 2488743 ACTUAL VALUE PART I, LINE 2: FINANCIAL AID IS PROVIDED TO STUDENTS AT THE WALKER SCHOOL. THE WALKER SCHOOL STAFF APPLIES THE FINANCIAL AID TO THE APPROPRIATE STUDENT ACCOUNTS ENSURING THE FINAICAL AID IS USED FOR ITS INTENDED PURPOSE. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JACK HALL HEAD OF SCHOOL 279671 0 0 0 56000 0 14250 0 20483 0 370404 0 0 0 CHRISTIE HOLMAN DIRECTOR OF BUSINESS & FIN 150729 0 0 0 0 0 8027 0 16404 0 175160 0 0 0 MICHAEL ARJONA HEAD OF UPPER SCHOOL 139481 0 0 0 0 0 7370 0 14516 0 161367 0 0 0 PART I, LINE 1A ORGANIZATION PROVIDES AUTO AND HOUSING TO HEAD OF SCHOOL. A DEVELOPMENT AUTHORITY OF THE CITY OF MARIETTA 581871019 2017-03-08 28000000 REFUNDING BONDS ISSUED 06/08/1999 & 12/27/2001 CONTRACT BUILDING & STRUCTURE 0 0 0 A 28000000 196750 11803250 0 1 1 1 A 0 0 0 0 1 0 0 A 0 0 0 1 1 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: DEVELOPMENT AUTHORITY OF THE CITY OF MARIETTA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/08/2018 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO ALL OF THE MEMBERS OF THE BOARD WHO EACH INDIVIDUALLY REVIEW THE RETURN PRIOR TO SIGNING THE FORM 990 TAX RETURN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USES BUDGETARY INFORMATION AND INDUSTRY STANDARDS TO DETERMINE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INTEREST RATE SWAP 1,011,012. PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ANY PROCESSES FROM THE PRIOR YEAR.