2021-03-01T11:27:09-06:00 2020-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2019-07-01 540540100 BURGUNDY FARM COUNTRY DAY SCHOOL INC BURG 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 JEFFREY R SINDLER HEAD OF SCHOOL 7039603431 2021-02-26 1 FRANK H SMITH P00639053 2022274000 2021-02-25 2019 2022-09-23 18:48:47Z JEFFREY R SINDLER 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 11012365 0 X WWW.BURGUNDYFARM.ORG X 1946 VA PROVIDING A FORMAL EDUCATION FOR GRADES JUNIOR KINDERGARTEN THROUGH 8TH GRADE. 22 22 129 200 0 0 709329 435274 9946396 10448852 39917 53406 -8195 6086 10687447 10943618 1311234 1363567 0 0 6618416 6658143 2800 0 496235 2775752 2937068 10708202 10958778 -20755 -15160 25150052 24622715 13935690 13328934 11214362 11293781 X BURGUNDY FARM COUNTRY DAY SCHOOL (THE SCHOOL) OPERATES AS AN INDEPENDENT SCHOOL PROVIDING FORMAL EDUCATION AS WELL AS EXTENDED DAY CARE AND A SUMMER DAY CAMP AT ITS CAMPUS IN ALEXANDRIA, VIRGINIA. AT OUR BURGUNDY CENTER FOR WILDLIFE STUDIES CAMPUS IN WEST VIRGINIA WE PROVIDE SCHOOL PROGRAMS AND RESIDENTIAL SUMMER CAMP PROGRAMS TO STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. THE SCHOOL SEEKS TO EMPOWER ITS STUDENTS TO BECOME THINKING, INFORMED, COMMITTED, CREATIVE INDIVIDUALS WHO WILL CONTRIBUTE TO ALL LEVELS OF SOCIETY, FROM THEIR FAMILY AND SCHOOL CLASS TO THEIR COMMUNITY AND NATION. 0 0 5788481 1363567 8838834 INSTRUCTIONAL: THE SCHOOL PROVIDES A FORMAL QUALITY EDUCATION FOR STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. 1595263 252000 PLANT: THIS INCLUDES THE SCHOOL'S COSTS FOR OPERATING ITS MAIN SCHOOL CAMPUS IN ALEXANDRIA, VIRGINA AND ITS CAMPUS IN WEST VIRGINIA. 990620 1358018 AUXILIARY SERVICES: THIS PROGRAM IS INCLUSIVE OF SUMMER DAY CAMPS AND EXTENDED DAY CARE. 8374364 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 129 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X KATHY MILLER 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 JEFFREY R SINDLER HEAD OF SCHOOL 40.00 X 248881 0 56142 ELIZABETH LENER ASSISTANT HEAD OF SCHOOL 40.00 X 153576 0 17715 KATHY MILLER DIRECTOR OF FINANCE 40.00 X 150552 0 17533 MATT SAHLIN DIRECTOR OF ADVANCEMENT 40.00 X 129693 0 16282 JARED GIVARZ MIDDLE SCHOOL HEAD 40.00 X 115027 0 15402 JOANNE PETTY PRESIDENT 5.00 X X 0 0 0 SEILEEN MULLEN VICE PRESIDENT 5.00 X X 0 0 0 AMA ADAMS SECRETARY 5.00 X X 0 0 0 ALLEN O'NEIL TREASURER 5.00 X X 0 0 0 CATRIONA MACDONALD MCCORMACK MEMBER-AT-LARGE 5.00 X 0 0 0 NEIL WEISSMAN MEMBER-AT-LARGE 5.00 X 0 0 0 DAVID AARON MEMBER-AT-LARGE 5.00 X 0 0 0 CHAD BRECKINRIDGE MEMBER-AT-LARGE 5.00 X 0 0 0 JAKE BRODY MEMBER-AT-LARGE - UNTIL 09/2019 5.00 X 0 0 0 TINA CHINDGREN-WAGNER MEMBER-AT-LARGE 5.00 X 0 0 0 MARC DECOURCEY MEMBER-AT-LARGE 5.00 X 0 0 0 BETSY ERICKSON MEMBER-AT-LARGE 5.00 X 0 0 0 JEF FAGAN MEMBER-AT-LARGE - UNTIL 08/2019 5.00 X 0 0 0 SUSAN HEPLER MEMBER-AT-LARGE 5.00 X 0 0 0 MICHAEL HILL MEMBER-AT-LARGE 5.00 X 0 0 0 PAM HUNT MEMBER-AT-LARGE 5.00 X 0 0 0 DALE JOHNSON MEMBER-AT-LARGE 5.00 X 0 0 0 CLARK MADIGAN MEMBER-AT-LARGE 5.00 X 0 0 0 KEVIN METZ MEMBER-AT-LARGE 5.00 X 0 0 0 JOE POWERS MEMBER-AT-LARGE 5.00 X 0 0 0 ERIC ROBINSON MEMBER-AT-LARGE 5.00 X 0 0 0 FOUAD SAAD MEMBER-AT-LARGE 5.00 X 0 0 0 ALEXA STOTT MEMBER-AT-LARGE 5.00 X 0 0 0 JANE HYATT THORPE MEMBER-AT-LARGE 5.00 X 0 0 0 797729 0 123074 5 0 1 0 VIVA POOLS LLC 4441 GEORGE MASON BOULEVARD FAIRFAX VA 22030 EXCAVATIONS/RENOVATIONS 129836 RIVAS CLEANING SERVICES 3605 ROBERT E LEE PLACE ALEXANDRIA VA 22306 JANITORIAL SERVICES 127674 2 172833 262441 9661 435274 TUITION 900099 8838834 8838834 SUMMER PROGRAM FEES 900099 1358018 1358018 CAPITAL MAINT. FEES 900099 252000 252000 10448852 53406 53406 29231 172833 68747 -39516 -39516 MISCELLANEOUS 900099 26315 26315 RENTAL INCOME 900099 19287 19287 45602 10943618 10448852 0 59492 1363567 1363567 480229 465788 14441 5160593 4157073 644161 359359 224645 184223 29911 10511 372209 361651 10388 170 420467 323851 70111 26505 8190 8190 56992 56992 4307 4307 406489 369030 31920 5539 19862 15500 4362 1096743 656742 409412 30589 100809 13202 46762 40845 99861 99861 60145 58985 1160 247889 247889 730064 723974 6090 31889 31889 PROFESSIONAL DEVELOP. 60823 46705 10204 3914 BAD DEBT 6996 6996 MISCELLANEOUS 6009 6009 10958778 8374364 2088179 496235 3617372 3023878 2535367 2496609 57283 46014 57036 129032 175408 173034 22960752 7211640 15637346 15749112 2879456 2987077 190784 17959 25150052 24622715 757503 511167 3735517 2393647 9425979 9217977 16691 4543 0 1201600 13935690 13328934 X 9403931 9799585 1810431 1494196 11214362 11293781 25150052 24622715 -15160 94579 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3067462 10000 111913 3189375 2899271 550 167641 3067462 2704625 5585 189061 2899271 2435675 8563 260387 2704625 2417168 2830 15677 2435675 0.59190 0.22300 0.18510 0 0 873275 873275 21172880 6524854 14648026 833474 680028 153446 81123 6758 74365 15749112 MULTI-STRATEGY BOND FUND 1186780 F MULTI-STRATEGY EQUITY FUND 1800297 F 2987077 X 9739070 94579 68747 163326 9575744 4307 1363567 1367874 10943618 9659651 68747 68747 9590904 4307 1363567 1367874 10958778 PART V, LINE 4: IT IS THE POLICY OF THE BOARD THAT THE ANNUAL INVESTMENT EARNINGS ON THE BOARD-DESIGNATED ENDOWMENT FUNDS BE SET ASIDE FOR THE FUTURE USE OF STUDENT FINANCIAL AID. THE BOARD MAY SET ASIDE A PORTION OF THE NET PROCEEDS FROM THE SCHOOL'S ANNUAL AUCTION AND FAIR FOR THE FUTURE USE OF STUDENT FINANCIAL AID. ADDITIONALLY, AS PART OF ITS BILLINGS FOR TUITION AND FEES, THE SCHOOL CHARGES FAMILIES $1,000 FOR CAPITAL MAINTENANCE NEEDS. IT IS THE POLICY OF THE BOARD THAT $200 OF THESE FUNDS BE SET ASIDE FOR FUTURE UNANTICIPATED CAPITAL EXPENDITURES AND THE OTHER $800 TO BE SET ASIDE FOR PHYSICAL PLANT REPLACEMENT, REPAIRS AND SPECIAL MAINTENANCE. FROM TIME TO TIME THE BOARD WILL ALLOCATE A PORTION OR ALL ITS NET RESIDUAL TO COVER UNEXPECTED EXPENSES THAT MAY OCCUR. PART X, LINE 2: THE SCHOOL PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 68,747. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,363,567. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 68,747. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,363,567. 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 SCHOOL PUBLISHED A NOTICE OF ITS NONDISCRIMINATORY POLICY IN AN AD IN THE WASHINGTON POST AS WELL AS IN THE STUDENT/PARENT HANDBOOK. AUCTION 175733 172833 2900 7500 46610 FALL FAIR 26331 0 26331 14637 202064 172833 29231 7500 61247 68747 -39516 1 FINANCIAL AID 71 1073008 FMV FINANCIAL AID TUITION REMISSIONS 18 290559 FMV TUITION REDUCTIONS PART I, LINE 2: THE SCHOOL PROVIDES GRANTS TO FAMILIES TO HELP PAY FOR TUITION. NO ACTUAL MONEY IS PAID OUT TO THESE FAMILIES, BUT RATHER THEIR TUITION IS REDUCED BY THE AMOUNT OF THE GRANT. ACCORDINGLY, NO SELF-MONITORING IS NECESSARY TO MONITOR THE USE OF THE FUNDS. X X 0 0 0 0 0 0 0 0 0 JEFFREY R SINDLER HEAD OF SCHOOL 248881 0 0 0 0 0 14933 0 41209 0 305023 0 0 0 ELIZABETH LENER ASSISTANT HEAD OF SCHOOL 153576 0 0 0 0 0 9215 0 8500 0 171291 0 0 0 KATHY MILLER DIRECTOR OF FINANCE 150552 0 0 0 0 0 9033 0 8500 0 168085 0 0 0 A FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY 2016-09-01 10500000 CONSTRUCTION OF ARTS & COMMUNITY CENTER AS WELL AS CAMPUS GREEN 0 0 0 A 10500000 130017 8016492 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 1 CHILD OF JEFFREY SINDLER OFFICER, HEAD OF SCHOOL 32709 TUITION ASSISTANCE REDUCE COST OF ATTENDANCE FOR CHILDREN FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE SCHOOL INCLUDE OUR FOUNDERS, LIFE MEMBERS, PARENTS AND GUARDIANS, FACULTY, STAFF AND ADVISORS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE SCHOOL INCLUDE OUR FOUNDERS, LIFE MEMBERS, PARENTS AND GUARDIANS, FACULTY, STAFF AND ADVISORS. EACH CLASS OF QUALIFIED MEMBERS MAY VOTE TO ELECT THE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B ANY MATTER OTHER THAN THE ELECTION OF MEMBER TRUSTEES SUBMITTED TO A VOTE BY QUALIFIED MEMBERS SHALL BE CONDUCTED AT THE ANNUAL MEETING OF THE SCHOOL'S MEMBERSHIP OR AT A SPECIAL MEETING OF THE MEMBERSHIP HELD IN ACCORDANCE WITH ARTICLE III OF THE BYLAWS. EACH QUALIFIED MEMBER SHALL BE ENTITLED TO CAST ONE VOTE PER NOMINEE FOR A NUMBER OF NOMINEES EQUAL TO THE NUMBER OF OPEN POSITIONS ON THE BOARD OF TRUSTEES TO BE FILLED BY MEMBER TRUSTEES, AND ONE VOTE IN ANY OTHER MATTER SUBMITTED TO A VOTE BY QUALIFIED MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE FEDERAL FORM 990 IS RECEIVED FROM THE PREPARER'S OFFICE, THE DIRECTOR OF FINANCE REVIEWS EACH PAGE WITH THE AUDITED FINANCIAL STATEMENTS AND SCHOOL RECORDS TO ENSURE THAT ALL NUMBERS ARE COMPLETE AND ACCURATE. THE RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISTRIBUTED EACH YEAR TO ALL BOARD OF TRUSTEES. SIGNED STATEMENTS ACKNOWLEDGING THAT RECIPIENTS HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE POLICY ARE COLLECTED AT THE ANNUAL MEETING, OR SOON THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL REVIEWS NAIS (NATIONAL INDEPENDENT SCHOOL ASSOCIATION), VAIS (VA INDEPENDENT SCHOOLS ASSOCIATION), AND IE (LOCAL GREATER WASHINGTON, DC SCHOOLS) DATA TO BENCHMARK COMPENSATION. THE EXECUTIVE COMMITTEE USES THIS DATA TO EVALUATE THE HEAD OF SCHOOL'S COMPENSATION DURING CONTRACT NEGOTIATION AND THIS DISCUSSION IS INCLUDED IN THEIR MINUTES. THE SCHOOL CONDUCTED ITS MOST RECENT COMPENSATION STUDY ON MARCH 1, 2019. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL POSTS AN ARTICLE IN ITS SCHOOL NEWSLETTER ANNUALLY TO LET THE COMMUNITY KNOW THAT ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AUDITED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE IN THE MAIN OFFICE FOR PUBLIC VIEWING.