2021-05-04T12:41:02-05:00 2020-06-30 721396621 CARR RIGGS & INGRAM LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2019-07-01 581077042 GEORGE WALTON ACADEMY INC GEOR 7702677578 1 BULLDOG DRIVE MONROE GA 30655 JENNI COLE ASSOCIATE HEAD OF SCHOOL 7702677578 2021-05-03 1 GARY H BOTELER P00052048 7703948000 2021-05-03 2019 2022-09-23 18:48:47Z JENNI COLE 1 BULLDOG DRIVE MONROE GA 30655 14471568 0 X WWW.GWA.COM X 1969 GA GEORGE WALTON ACADEMY PROVIDES CHALLENGING INSTRUCTION, ENGAGING EXPERIENCES, AND GLOBAL PERSPECTIVES DESIGNED TO INSPIRE LIVES OF INTELLECTUAL CURIOSITY, INTEGRITY, AND PURPOSE. 14 14 216 100 0 0 3337456 4798019 8711056 9438876 22922 51081 74790 155131 12146224 14443107 0 0 0 0 6543753 7216480 0 0 1024385 3684050 4339116 10227803 11555596 1918421 2887511 15917900 19527951 9253946 9976486 6663954 9551465 GEORGE WALTON ACADEMY PROVIDES CHALLENGING INSTRUCTION, ENGAGING EXPERIENCES, AND GLOBAL PERSPECTIVES DESIGNED TO INSPIRE LIVES OF INTELLECTUAL CURIOSITY, INTEGRITY, AND PURPOSE. 0 0 8912385 9438876 GEORGE WALTON ACADEMY PROVIDES EXTRAORDINARY PROGRAMING TO ENSURE A BALANCED, WELL-ROUNDED STUDENT EXPERIENCE IN ACADEMICS, ATHLETICS, AND THE ARTS THAT ENCOURAGES STUDENTS TO DISCOVER AND PURSUE THEIR MANY TALENTS. 8912385 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 216 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 GA X X JENNI COLE 7702677578 1 BULLDOG DRIVE MONROE GA 30655 X DARRELL MCWATERS CHAIRMAN 1.00 X X 0 0 0 ROY ROBERTS TREASURER 1.00 X X 0 0 0 MELISSA SHANNAHAN SECRETARY 1.00 X X 0 0 0 BOB HILL TRUSTEE 1.00 X 0 0 0 BRUCE WILLIAMSON TRUSTEE 1.00 X 0 0 0 CHRISTY ELLERBEE TRUSTEE 1.00 X 0 0 0 FEI RAWL TRUSTEE 1.00 X 0 0 0 LEE WALDO TRUSTEE 1.00 X 0 0 0 MICHAEL GEOFFROY TRUSTEE 1.00 X 0 0 0 MICHAEL MALCOLM TRUSTEE 1.00 X 0 0 0 PHIL STONE TRUSTEE 1.00 X 0 0 0 RICHARD HESTER TRUSTEE 1.00 X 0 0 0 SCOTT BRISCOE TRUSTEE 1.00 X 0 0 0 WES BOND TRUSTEE 1.00 X 0 0 0 DANIEL DOLAN HEADMASTER 40.00 X 208000 0 0 208000 0 0 1 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 CAFETERIA CONTRACTORS 514996 GEORGIA MECHANICAL INC 4189 CAPITAL VIEW DR SUWANEE GA 30024 MAINTENANCE SERVICES 371308 WINKLER CONSULTING GROUP INC 1036 EWALL ST MT PLEASANT SC 29464 CAPITAL CAMPAIGN CONSULTING 157493 UNITED MAINTENANCE INC 3687 MCELROY RD ATLANTA GA 30340 MAINTENANCE SERVICES 152834 SOUTHERN TRADITIONS LANDSCAPING LLC 2599 STATE HWY 11 MONROE GA 30656 LANDSCAPING 125099 7 2414 4795605 900000 4798019 TUITION AND FEES 611110 8677499 8677499 AUXILIARY SERVICES 611110 761377 761377 9438876 26342 26342 24739 0 24739 24739 24739 183592 2414 28461 155131 155131 14443107 9438876 0 206212 248600 248600 5978729 4616439 1187574 174716 196400 153436 37454 5510 337889 263972 64437 9480 454862 355356 86744 12762 2620 672 1948 33300 8538 24762 130919 11539 32598 86782 121036 66180 54856 80398 80398 173783 173783 293881 283815 9583 483 1388 1388 172931 167010 5639 282 1056483 1020309 34449 1725 139858 135070 4560 228 BAD DEBT EXPENSE 650851 650851 STUDENT SERVICES 428676 428676 CAFETERIA 410502 410502 REPAIRS AND MAINTENANCE 355426 355426 287064 287064 11555596 8912385 1618826 1024385 10217 634810 2254088 2861729 0 1869771 45847 56065 41667 20653 65043 17802 28444976 14378295 13499931 14066681 1107 440 15917900 19527951 666063 652058 4987067 4455339 3472810 3381221 0 1243391 128006 244477 9253946 9976486 X 6543354 5772857 120600 3778608 6663954 9551465 15917900 19527951 2887511 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5586627 5586627 17752713 10632038 7120675 3903115 2986126 916989 1202521 760131 442390 14066681 CAPITAL LEASE OBLIGATION LT 244477 244477 14471568 28461 28461 14443107 0 14443107 11584057 28461 28461 11555596 0 11555596 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 28,461. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 28,461. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ACADEMY DOES NOT RACIALLY DISCRIMINATE AGAINST ANY APPLICANTS BUT DOES NOT PUBLICIZE ITS DISCRIMINATION POLICY. X X X X X X 1 WINKLER CONSULTING GROUP INC 1036 EWALL ST MT PLEASANT SC 29464 CAPITAL CAMPAIGN FEASIBILITY STUDY 0 0 157493 -157493 157493 -157493 LUCKY DAWG GALA 186006 2414 183592 4073 1500 14135 5800 2953 186006 2414 183592 4073 1500 14135 5800 2953 28461 155131 0 0 0 0 0 0 0 0 0 DANIEL DOLAN HEADMASTER 208000 0 0 0 0 0 0 0 0 0 208000 0 0 0 X 1 900000 OPINIONS OF EXPERT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE ACCOUNTING STAFF AND THE HEADMASTER TO REVIEW AND PRESENTED TO THE GOVERNING BOARD FOR DISCUSSION BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, OFFICER, AND EMPLOYEE IS ASKED TO SIGN ANNUALLY A STATEMENT REFLECTING HIS OR HER CONTINUED AWARENESS AND UNDERSTANDING OF THIS POLICY. AT THE SAME TIME, THE INDIVIDUAL WILL REPORT THE ABSENCE OF POTENTIAL CONFLICTS OR POSSIBLE AREAS OF CONCERN AND WILL LIST PERSONAL AND BUSINESS RELATIONSHIPS WHICH MAY APPEAR TO PRESENT A CONFLICT OF INTEREST. IN ALL CONFLICT OF INTEREST PROCEDURES, TRUSTEES AND OFFICERS SHALL DIRECT ALL DISCLOSURE STATEMENTS IN WRITING TO, AND DEAL AS NECESSARY WITH, THE CHAIRMAN OF THE FINANCE COMMITTEE; EMPLOYEES SHALL DIRECT ALL DISCLOSURE STATEMENTS IN WRITING TO, AND DEAL AS NECESSARY WITH, THE HEADMASTER. THE HEADMASTER SHALL MAKE HIS DISCLOSURE STATEMENT IN WRITING TO, AND DEAL AS NECESSARY WITH THE CHAIRMAN OF THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE MEMBERS OF THE GOVERNING BOARD ARE NOT COMPENSATED. THE SALARY OF THE TOP MANAGEMENT OFFICIAL IS DETERMINED BY THE GOVERNING BOARD BY PERFORMING A MARKET-BASED ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.