2021-02-26T15:17:55-06:00 2020-06-30 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2019-07-01 751450819 The Winston School % MR MARIO R PORRO WINS 2146916950 5707 Royal Lane Dallas TX 75229 MICHELLE EARLY BOARD CHAIR 2146916950 2020-11-16 true jeanette verrelli P00742631 9727028262 2019 2022-09-23 18:48:47Z MICHELLE EARLY 5707 ROYAL LANE DALLAS TX 75229 5496424 false X WWW.WINSTON-SCHOOL.ORG X 1974 TX THE MISSION OF THE WINSTON SCHOOL IS TO REALIZE THE EXTRAORDINARY POTENTIAL...(CONTINUED ON SCHEDULE O) 24 24 62 50 0 0 424831 578103 4381631 4568944 142825 55001 30519 -49749 4979806 5152299 683118 781266 0 0 3493370 3341833 0 0 113463 1694474 1649687 5870962 5772786 -891156 -620487 16332042 16232653 1488070 1849676 14843972 14382977 X THE WINSTON SCHOOL IS A SMALL COLLEGE PREPARATORY SCHOOL DESIGNED TO MAXIMIZE THE POTENTIAL OF BRIGHT STUDENTS WHO LEARN DIFFERENTLY. THROUGH INDIVIDUALIZED LEARNING STRATEGIES OUR STUDENTS ARE EMPOWERED TO MEET CONFIDENTLY THE CHALLENGES OF TOMORROW. false false 4294366 781266 4560038 THE WINSTON SCHOOL: EDUCATIONAL INSTRUCTION FOR GRADES K-12 FOR STUDENTS IN THE DFW AREA WHO HAVE DIAGNOSED LEARNING DIFFERENCES. THE WINSTON SCHOOL IS ACCREDITED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST AND THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. WINSTON EMPHASIZES CORE STUDIES IN READING, LITERATURE, WRITING, MATH, SCIENCE, AND SOCIAL STUDIES. THE RIGOROUS CURRICULUM IS SUPPLEMENTED WITH FIVE SPECIALIZED PROGRAMS: PERFORMING ARTS ACADEMY, FINE ARTS ACADEMY, SOLAR SCIENCE ACADEMY, WORLD CULTURES ACADEMY, AND SERVICE LEARNING ACADEMY. THESE PROGRAMS FURTHER ENHANCE CREATIVITY, TEAM BUILDING, PROBLEM SOLVING, AND INNOVATIVE THOUGHT PROCESSES. 8551 8906 WINSTON SCIENCE: A PROGRAM THAT PROVIDES A LARGE SCIENCE FAIR TO LOCAL SCHOOLS, TEACHERS, AND STUDENTS, TO PROMOTE LEARNING IN SCIENCE. 23012 SOLAR SCIENCE ACADEMY: AN ELITE PROGRAM FOR STUDENTS INTERESTED IN AN IN-DEPTH HANDS ON UNDERSTANDING OF STEM - SCIENCE, TECHNOLOGY, ENGINEERING, MATH, AND ALTERNATIVE ENERGY. PARTICIPANTS EXPERIENCE BUILDING, MAINTAINING, AND DRIVING A SOLAR CAR, PARTICIPATE IN SOLAR CAR RACES ON A CLOSED TRACK AND ON THE OPEN ROAD IN A CROSS COUNTRY RACE, AND LEARN BUSINESS AND TEAM BUILDING SKILLS. 4325929 true true false false false false false false false true true false false false true false true false true false false false false false true false false false true true false false false false false false false false false false false false false false false false false true 8 0 62 true false false false false false true true false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false X MR MARIO R PORRO 2142654103 5707 ROYAL LANE DALLAS TX 75229 X REBBIE EVANS HEAD OF SCHOOL 50.0 0.0 X 189248 0 15367 MARIO PORRO BUSINESS OFFICER 45.0 0.0 X 108569 0 10618 ANTHONY CORNELL TEACHER 40.0 0.0 X 100227 0 11248 DEBI SASS ASSISTANT HEAD OF SCHOOL 45.0 0.0 X 100665 0 5418 STEPHANIE AL OTAIBA TRUSTEE 2.0 0.0 X 0 0 0 TERRI ANDERSON TREASURER 5.0 0.0 X X 0 0 0 NANCY BEST TRUSTEE 2.0 0.0 X 0 0 0 BOBBY BRANNON TRUSTEE, BEG: 7/1/2019 2.0 0.0 X 0 0 0 NICHOLAS CADE TRUSTEE 2.0 0.0 X 0 0 0 EMILY CORRIGAN TRUSTEE 2.0 0.0 X 0 0 0 JENNIFER CORRIGAN TRUSTEE 2.0 0.0 X 0 0 0 MICHELLE EARLY trustee 2.0 0.0 X 0 0 0 NANCY FURNEY BOARD CHAIR 5.0 0.0 X X 0 0 0 MICHELLE GARZA TRUSTEE 2.0 0.0 X 0 0 0 ROBERT HAYS TRUSTEE 2.0 0.0 X 0 0 0 JOHNNY HEA SECRETARY 5.0 0.0 X X 0 0 0 JOAN HILL TRUSTEE 2.0 0.0 X 0 0 0 ARNOLD HOLTBERG TRUSTEE 2.0 0.0 X 0 0 0 RANDALL HORTON TRUSTEE 2.0 0.0 X 0 0 0 MATTHEW HOUSSAN TRUSTEE 2.0 0.0 X 0 0 0 JOSHUA KING TRUSTEE 2.0 0.0 X 0 0 0 CRAIG LENTZSCH TRUSTEE 2.0 0.0 X 0 0 0 RAY MARR TRUSTEE 2.0 0.0 X 0 0 0 WIllIAM MOORE TRUSTEE 2.0 0.0 X 0 0 0 CAROLINE PERINI TRUSTEE 2.0 0.0 X 0 0 0 MELISSA STEWART TRUSTEE 2.0 0.0 X 0 0 0 JOHN THOMPSON Trustee 2.0 0.0 X 0 0 0 RHEA WOLFRAM TRUSTEE 2.0 0.0 X 0 0 0 498709 0 42651 4 false true false SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 215137 1 216710 361393 578103 Tuition & Fees 611600 4459116 4459116 Other Activities & Services 611710 109828 109828 4568944 46891 46891 0 0 22948 22948 0 22948 22948 275000 266890 8110 8110 8110 4095 216710 77235 -73140 -73140 0 0 0 0 0 0 Vending Machine Revenue 722515 443 443 443 5152299 4568944 5252 0 0 781266 781266 0 0 323802 122769 196941 4092 0 2548009 1736238 730181 81590 54061 38362 13867 1832 185113 124771 54527 5815 230848 154694 69014 7140 0 0 30900 30900 0 0 24031 24031 106938 83648 22167 1123 64426 64426 54564 42680 11311 573 0 0 152491 119279 31610 1602 7450 5960 1490 0 10817 8461 2242 114 0 0 408442 383936 20422 4084 124082 116637 6204 1241 Instruction Programs 250591 250591 FOOD COSTS 203150 190961 10157 2032 BAD DEBT EXPENSE 93199 93199 . 0 118606 72477 43904 2225 5772786 4325929 1333394 113463 841690 1314482 401525 401768 87000 9025 48909 35789 0 0 0 0 0 0 0 0 17956 15352 14309152 6855882 7847214 7453270 7087748 7002967 0 0 0 0 0 0 0 0 16332042 16232653 376444 354154 0 0 1111626 862402 0 0 0 0 0 0 0 0 0 0 0 633120 1488070 1849676 X 8056190 7742518 6787782 6640459 14843972 14382977 16332042 16232653 -620487 159492 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6949874 190462 275000 6865336 6671355 553519 275000 6949874 6382521 563834 275000 6671355 5859190 763331 240000 6382521 6118574 5077 -25793 220689 21810 5855359 0.09000 0.60000 0.31000 false false 180734 180734 11896718 4837606 7059112 2231700 2018276 213424 7453270 0 REFUNDABLE ADVANCE 633120 633120 4583729 159492 -781266 -621774 5205503 24031 -77235 -53204 5152299 5044724 77235 77235 4967489 24031 781266 805297 5772786 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE ENDOWMENT FUNDS ARE USED TO SUPPLEMENT FACULTY AND HEAD OF SCHOOL SALARIES, AND PROVIDE FAMILIES WITH FINANCIAL AID FOR STUDENT TESTING. SCHEDULE D, PART V, LINE 1A, COLUMN (D) BEGINNING OF YEAR BALANCE FOR THREE years back: THE BEGINNING BALANCE OF $5,859,190 DOES NOT MATCH THE FOUR YEARs back ENDING BALANCE, COLUMN (e), DUE TO A RESTATEMENT OF THE BOARD-DESIGNATED ENDOWMENT FUNDS IN a PRIOR YEAR'S AUDITED FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Financial Aid Expenses $(781,266) SCHEDULE D, PART XI, LINE 4b RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Gala Expense $(77,235) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Gala Expense $77,235 SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSEs PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Financial Aid Expenses $781,266 schedule D, Part X, Line 2 ASC 740 Footnote: Management has evaluated their income tax positions under the guidance included in asc 740. based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 AVAILABILITY OF POLICY: EACH YEAR THE ADMISSION DIRECTORS OF THE INDEPENDENT SCHOOL ASSOCIATION, A LOCAL COALITION OF 21 SCHOOLS WHICH WE BELONG TO, PUBLISHES OUR NONDISCRIMINATION POLICY IN THE DALLAS MORNING NEWS. OUR POLICY IS ALSO PUBLISHED ON OUR WEBSITE. PTO GALA 220805 216710 4095 15450 12518 49267 0 220805 216710 4095 15450 12518 49267 77235 -73140 true FINANCIAL AID 47 781266 SCHEDULE I, PART I, LINE 2 PROCEDURE FOR MONITORING USE OF FUNDS IN THE U.S.: AN ANNUAL BUDGET FOR FINANCIAL AID IS ESTABLISHED. FINANCIAL AID IS AWARDED BASED ON ECONOMIC NEED. AN INDEPENDENT THIRD PARTY ASSISTS WITH DETERMINING ELIGIBILITY FOR AND AMOUNT OF AID AWARDED. DUE TO THE INTERNAL NATURE OF THE ASSISTANCE, THE ORGANIZATION DOES NOT NEED TO MONITOR THE USE OF THE FUNDS. X X X X false false false false false false false true false REBBIE EVANS HEAD OF SCHOOL 176748 0 12500 0 0 0 7994 0 7373 0 204615 0 0 0 SCHEDULE J, PART I, LINE 7 NONFIXED PAYMENTS: THE BONUS FOR THE HEAD OF SCHOOL IS DETERMINED AT THE DISCRETION OF THE HEAD OF SCHOOL SUPPORT COMMITTEE WITH NO SET FORMULA USED. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. ONCE COMPLETED THE RETURN IS REVIEWED BY THE FINANCE COMMITTEE. AFTER THE COMMITTEE'S REVIEW, THE ORGANIZATION IS REQUIRED TO PROVIDE A TEN DAY PERIOD FOR PROPER DUE DILIGENCE AND REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, FOLLOWED BY A REVIEW BY THE FULL BOARD OF TRUSTEES. ALL REVIEWS ARE COMPLETED BEFORE THE FILING OF THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: AT THE BEGINNING OF EACH SCHOOL YEAR, DURING THE FIRST BOARD OF TRUSTEES MEETING, THE TRUSTEES ARE PROVIDED A CONFLICT OF INTEREST POLICY WHICH THE TRUSTEES REVIEW AND SIGN. THE POLICY IS DISCUSSED AND IF ANYONE HAS AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THEN IT IS DISCUSSED AT THE MEETING. THE CONFLICTED PERSON ABSTAINS FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT: THE BOARD HAS A COMPENSATION COMMITTEE THAT DETERMINES THE AMOUNT OF COMPENSATION OF THE HEAD OF SCHOOL. THE COMMITTEE REVIEWS THE COMPENSATION OF OTHER AREA HEADS OF SCHOOL AS PART OF THEIR ANNUAL DELIBERATIONS, AS WELL AS REVIEWING ISAS SCHOOL COMPENSATION REPORTS FOR LIKE SIZED TEXAS SCHOOLS. THE REVIEW IS DOCUMENTED IN THE COMMITTEE'S MEETING MINUTES. THE MOST RECENT REVIEW WAS CONDUCTED IN 2020. FORM 990, PART VI, SECTION B, LINE 15B PROCESS FOR DETERMINING COMPENSATION OF OTHER OFFICERS: COMPENSATION OF THE OTHER OFFICER IS DETERMINED BY THE HEAD OF SCHOOL WHO CONDUCTS AN ANNUAL JOB PERFORMANCE EVALUATION. THE EVALUATION IS DOCUMENTED IN THE HR EMPLOYEE FILES. FORM 990, PART VI, SECTION C, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE: THE ORGANIZATION MAKES ALL OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE ORGANIZATION ASKS FOR A PERIOD OF 5 BUSINESS DAYS TO PROPERLY DELIVER THE REQUESTED DOCUMENTS TO THE INTERESTED PARTIES. FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION OR SIGNIFICANT ACTIVITIES: (CONTINUED FROM PAGE 1)... OF BRIGHT STUDENTS WHO LEARN DIFFERENTLY THROUGH INDIVIDUALIZED LEARNING STRATEGIES AND TO PREPARE GRADUATES FOR COLLEGE-Level WORK. THE WINSTON SCHOOL PROVIDES A SAFE, SUPPORTIVE EDUCATION ENVIRONMENT, INSPIRING STUDENTS' SELF-CONFIDENCE AND SELF-RELIANCE WITH Full PARENTAL INVOLVEMENT. A WINSTON SCHOOL EDUCATION PREPARES ALL STUDENTS FOR FUTURE CHALLENGES AND ACCOMPLISHMENTS. THE WINSTON SCHOOL CONTRIBUTES TO THE NEIGHBORHOOD AND LARGER COMMUNITY THROUGH RESEARCH, PUBLIC AWARENESS PROGRAMS AND BY BEING A MODEL FOR EDUCATIONAL EXCELLENCE. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF ALL OFFICERS OF THE BOARD, THE CHAIRS OF THE STANDING COMMITTEES AND UP TO TWO OTHER MEMBERS OF THE BOARD TO BE SELECTED BY THE CHAIRMAN. THE COMMITTEE SHALL HAVE ALL OF THE AUTHORITY OF THE BOARD IN THE GOVERNANCE OF THE SCHOOL WHEN THE BOARD IS NOT IN SESSION AND THERE IS PRUDENT ACTION REQUIRED FOR THE MANAGEMENT OF THE SCHOOL. ANY ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED AT THE NEXT MEETING OF THE BOARD FOR ACTION.