2021-05-19T15:16:38-05:00 2020-05-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2019-06-01 756059993 THE LAMPLIGHTER SCHOOL LAMP 2143699201 11611 INWOOD ROAD DALLAS TX 752293098 TREY ANGEL CFO 2143699201 2021-05-12 1 KEVIN WARNEKE P01294950 2148717500 2019 2022-09-23 18:48:47Z TREY ANGEL 11611 INWOOD ROAD DALLAS TX 75229 27806332 0 X WWW.THELAMPLIGHTERSCHOOL.ORG X 1967 TX SEE SCHEDULE O. 27 27 112 400 0 0 1228810 1605567 11561824 12041225 126239 116518 46588 166738 12963461 13930048 411960 393421 0 0 7781891 7898297 0 0 693020 3690729 4035964 11884580 12327682 1078881 1602366 45725082 47328508 3159821 2642344 42565261 44686164 X SEE SCHEDULE O. 0 0 9816985 393421 12041225 THE LAMPLIGHTER SCHOOL CONCENTRATES ON EARLY CHILDHOOD LEARNING FOR STUDENTS IN PRE-KINDERGARTEN THROUGH FOURTH GRADE, ENROLLING 456 STUDENTS DURING THE FISCAL YEAR. THE SCHOOL EMBRACES THE WAY YOUNG CHILDREN ACTUALLY LEARN, HELPS PREPARE THE CHILDREN FOR THE WORLD THEY WILL INHERIT, INTEGRATES SERIOUS EDUCATION INTO ACTIVITIES CHILDREN FIND CAPTIVATING, AND INSPIRES EACH CHILD TOWARD A LIFETIME OF LEARNING AND A LOVE OF LEARNING. THROUGH THE FOUNDERS' VISION FOR PRIMARY EDUCATION BASED ON REAL-WORLD EXPERIENCE AND TRUE UNDERSTANDING OF YOUNG LEARNERS AND THROUGH PARTNERSHIPS WITH MAJOR NONPROFITS WITHIN THE COMMUNITY ALLOWING STUDENTS TO VISIT AND INTERACT WITH ORGANIZATIONS SUCH AS SOUTHERN METHODIST UNIVERSITY SCHOOL OF EDUCATION, PEROT MUSEUM, AND THE DALLAS ARBORETUM AND BOTANICAL SOCIETY, THE LAMPLIGHTER SCHOOL HAS BEEN SHOWCASED AS PART OF THE COMMUNITY'S INNOVATORS AND ACHIEVERS. 9816985 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 55 0 1 112 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TREY ANGEL 2143699201 11611 INWOOD ROAD DALLAS TX 75229 TJ FRANK ALUMNI COUNCIL PRESIDENT 0.32 X 0 0 0 LINDA HODGSON CHAIR 3.00 X X 0 0 0 MARGARET HIRSCH SECRETARY 1.00 X X 0 0 0 BILL PAYNE TREASURER 2.00 X X 0 0 0 SARAH SCHOELLKOPF BLOOM TRUSTEE 0.32 X 0 0 0 DAVID BEREN TRUSTEE 0.32 X 0 0 0 JOHN ANSBACH TRUSTEE 1.00 X 0 0 0 JOHN GRIMES TRUSTEE 0.32 X 0 0 0 MEG GRAVES TRUSTEE 0.32 X 0 0 0 LIZA LEE TRUSTEE 0.32 X 0 0 0 STEVEN CLARK TRUSTEE 0.32 X 0 0 0 HAMILTON LEE TRUSTEE 1.00 X 0 0 0 MANDY DAKE TRUSTEE 1.00 X 0 0 0 KELVIN BAGGETT TRUSTEE 1.00 X 0 0 0 JEAN-LOUIS TROCHU TRUSTEE 1.00 X 0 0 0 ALLISON BOVARD TRUSTEE 0.52 X 0 0 0 JOE EASTIN TRUSTEE 0.32 X 0 0 0 BOB KRAKOW TRUSTEE 1.00 X 0 0 0 JENNEY GILLIKIN TRUSTEE 1.00 X 0 0 0 KRISTIN REES TRUSTEE 0.52 X 0 0 0 BOBBY SUSSMAN TRUSTEE 0.52 X 0 0 0 JED MORSE TRUSTEE 0.32 X 0 0 0 PAMELA WILLS-WARD TRUSTEE 0.32 X 0 0 0 FLAUREN BENDER TRUSTEE 2.00 X 0 0 0 ANDY YUNG TRUSTEE 0.52 X 0 0 0 DOUGLAS MACMAHON VICE-CHAIR 2.31 X X 0 0 0 MARGARET MORSE LPA PRESIDENT 0.32 X 0 0 0 GOWRI SHARMA TRUSTEE 1.00 X 0 0 0 MARGARET FLANAGAN SOLOMON TRUSTEE 0.32 X 0 0 0 YAN ZHAO CFO 40.00 X 0 0 0 CHARLES ANGEL CFO 40.00 X 67117 0 0 JOAN HILL HEAD OF SCHOOL 40.00 X 339741 0 25678 VICKI RANEY ASST. HEAD FOR ACADEMICS 40.00 X 183590 0 20692 JUDITH MULLENS DIRECTOR OF EARLY CHILDHOO 40.00 X 115854 0 15036 MARYNELL MURPHY DIRECTOR OF OPERATIONS 40.00 X 147288 0 22922 DWAYNE SPENCER FACILITIES MANAGER 40.00 X 101237 0 15093 CLAYTON HOLLINGSWORTH DIRECTOR OF ADVANCEMENT 40.00 X 127503 0 15412 1082330 0 114833 6 0 1 0 4-L ENGINEERING COMPANY 420 N DOROTHY DR RICHARDSON TX 75081 BUILDING MAINTENANCE 309741 THE HANOVER INSURANCE GROUP PO BOX 580045 CHARLOTTE NC 282580045 SCHOOL INSURANCE 174792 REED WELLS BENSON AND COMPANY 12001 N CENTRAL EXPRESSWAY SUITE DALLAS TX 75243 CONSULTING ENGINEERS 118187 3 289312 1316255 442736 1605567 TUITION 900099 11655645 11655645 APPLICATION FEES 900099 153000 153000 EDUCATIONAL FEES 900099 130642 130642 LPA ACTIVITIES 900099 84285 84285 OTHER PROGRAM ACTIVITIES 900099 17653 17653 12041225 111316 111316 13336339 13331137 5202 5202 5202 662148 289312 505489 156659 156659 15109 9959 5150 5150 34628 29699 4929 4929 13930048 12041225 0 283256 393421 393421 1169654 806159 159878 203617 5229755 4121386 864027 244342 401135 308874 64182 28079 645787 497256 103326 45205 451966 348013 72315 31638 32330 32330 51600 51600 46831 46831 31969 26932 3778 1259 264527 222845 31261 10421 350499 295270 41421 13808 1096662 923859 129601 43202 2785 2785 137329 115690 16229 5410 823588 693814 97330 32444 185142 155969 21880 7293 MISCELLANEOUS 467059 391386 56754 18919 ACADEMIC PROGRAM EXPENS 316908 316908 SPECIAL EVENTS 158082 133173 18682 6227 EDUCATIONAL CAMPS 37515 37515 33138 28515 3467 1156 12327682 9816985 1817677 693020 899886 653290 1396695 2965691 2284830 2071045 3922 23298 145785 13621 36042095 10128156 26036367 25913939 14950097 15680124 7500 7500 45725082 47328508 1056443 1083850 1864390 1366204 238988 192290 3159821 2642344 X 28895557 30444589 13669704 14241575 42565261 44686164 45725082 47328508 1602366 518537 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13549688 19517 538416 46280 14061341 13469197 122913 327647 325911 44158 13549688 12745491 58988 949115 246843 37554 13469197 10389257 1493378 1125352 232991 32740 12742256 9505598 1235576 -108183 218400 25334 10389257 0.16000 0.56000 0.28000 0 0 12500000 12500000 21032929 8394019 12638910 2329972 1631902 698070 179194 102235 76959 25913939 X 14073076 518537 64743 583280 13489796 46831 393421 440252 13930048 11952173 64743 64743 11887430 46831 393421 440252 12327682 PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS THE SCHOOL'S ENDOWMENT FUNDS HAVE VARIOUS INTENDED USES INCLUDING GENERAL SUPPORT, FACULTY PROFESSIONAL DEVELOPMENT, FACULTY SALARY SUPPORT, FINANCIAL AID FOR STUDENTS, TECHNOLOGY, MEDIA CENTER, AND PROGRAM SUPPORT. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE FOLLOWING IS THE TEXT FROM THE FOOTNOTES OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. SHOULD THE SCHOOL ENGAGE IN ACTIVITIES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, TAXABLE INCOME COULD RESULT. IN ADDITION, THE SCHOOL HAS BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME IN THE FISCAL YEARS ENDED 2020 OR 2019. THE SCHOOL IS ALSO EXEMPT FROM STATE INCOME TAXES. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SCHOOL'S FINANCIAL STATEMENTS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. THE SCHOOL IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING THE UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE SCHOOL'S INFORMATIONAL RETURNS FILED WITH THE IRS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF INVENTORY SALES REPORTED NET OF REVENUE ON FORM 990 29,699. RECLASS OF FUNDRAISING EXPENSE 24,218. FUNDRAISING EXPENSE NETTED W/REVENUE 10,826. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID TO STUDENTS REPORTED NET OF TUITION REVENUE ON AUDITED FINANCIAL STATEMENTS. 393,421. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF INVENTORY SALES REPORTED NEW OF REVENUE ON FORM 990 29,699. RECLASS OF FUNDRAISING EXPENSE 24,218. FUNDRAISING EXPENSE NETTED W/REVENUE 10,826. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID TO STUDENTS REPORTED NET OF TUITION REVENUE ON AUDITED FINANCIAL STATEMENTS. 393,421. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 RACIALLY NONDISCRIMINATORY POLICY IT IS THE POLICY OF THE SCHOOL NOT TO DISCRIMINATE IN ADMISSIONS OR ANY OTHER PROGRAM ON THE BASIS OF RELIGION, RACE, COLOR, NATIONAL OR ETHNIC ORIGIN. THIS STATEMENT OF POLICY IS INCLUDED IN ANNUAL NEWSPAPER ADS, IN ALL PRINTED BROCHURES AND THE SCHOOL'S WEBSITE. X X X X X 1 BARNES & ROCHE 43 PAOLI PLAZA 1453 PAOLI PA 19301 CAPITAL CAMPAIGN 0 507000 24218 482782 507000 24218 482782 AUCTION 834126 288512 545614 279012 58905 12044 80638 PIZZA LUNCH 66645 66645 32962 2082 1 50689 800 49889 7809 3461 23016 5560 951460 289312 662148 286821 95328 35060 88280 505489 156659 15109 5972 3987 1 1.00000 15109 5972 3987 9959 5150 TX 1 0 1 0 1.00000 TREY ANGEL 11611 INWOOD ROAD DALLAS TX 75229 0 THE LAMPLIGHTER PARENTS' ASSOCIATION THE LAMPLIGHTER PARENTS' ASSOCIATION ORGANIZED AND SUPERVISED EVENTS. 0 SCHEDULE G, PART II FUNDRAISING EVENTS THE SCHOOL HELD THREE MAJOR EVENTS DURING THE FISCAL YEAR. ITS AUCTION, PIZZA LUNCH, AND CARNIVAL HAD GROSS RECEIPTS OF $673,192 AND DIRECT EXPENSES OF $505,486, RESULTING IN A NET PROFIT OF $167,706. PER FORM 990 INSTRUCTIONS, THE SCHOOL IS REQUIRED TO RECLASS THE CHARITABLE PORTION OF ITS FUNDRAISING GROSS RECEIPTS TO FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1C., AND THEREFORE, THE NET EFFECT OF RECLASSING CONTRIBUTIONS OF $289,312 FROM GROSS RECEIPTS AFFECTS THE PRESENTATION OF THE FUNDRAISING EVENTS' NET PROFIT AMOUNT, SHOWING LESS PROFITABLE EVENTS THAN THEY ACTUALLY WERE FOR THE SCHOOL. 1 FINANCIAL AID 32 393421 FMV N/A SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING USE OF ASSISTANCE THE ORGANIZATION HAS AN ESTABLISHED POLICY FOR GRANTING FINANCIAL AID FOR THE PAYMENT OF TUITION. THE AMOUNT AWARDED DEPENDS ON THE STUDENT'S DEMONSTRATED NEED AND AVAILABLE FUNDS. FINANCIAL AID IS AWARDED ON A YEARLY BASIS, AND THEREFORE, MUST BE REAPPLIED FOR EACH YEAR. A CREDIT IS APPLIED TO THE STUDENT'S ACCOUNT AFTER THE AWARD HAS BEEN GRANTED. AS LONG AS THE STUDENT IS ENROLLED IN SCHOOL, THE PURPOSE FOR THE FINANCIAL AID IS MET AND NO FURTHER MONITORING IS NEEDED. 1 X X 0 1 0 0 0 0 0 0 0 JOAN HILL HEAD OF SCHOOL 339741 0 0 0 0 0 17296 0 8382 0 365419 0 0 0 VICKI RANEY ASST. HEAD FOR ACADEMICS 183590 0 0 0 0 0 13777 0 6915 0 204282 0 0 0 PART I, LINE 4B 457/F PLAN EFFECTIVE 06/18/2018 X 5 162924 AVG. PRICE FOR DAY X DONATED AUCTION ITEMS 523 286821 FAIR MARKET VALUE 0 1 0 FORM 990, PART I AND PART III, LINE 1 DESCRIPTION OF THE ORGANIZATION'S MISSION: DEDICATED TO IGNITING THE POTENTIAL OF EACH CHILD IN AN EVER-CHANGING WORLD, LAMPLIGHTER ENGAGES CHILDREN IN THE JOY OF LEARNING THROUGH INTELLECTUAL DISCOVERY IN A CREATIVE, INCLUSIVE, AND COLLABORATIVE ENVIRONMENT. CORE COMMITMENTS: 1. LAMPLIGHTER PROMOTES ACADEMIC EXCELLENCE THROUGH AN INNOVATIVE CURRICULUM AND TEACHING THAT CULTIVATES THE POTENTIAL IN EACH CHILD. 2. LAMPLIGHTER ACTIVELY ENGAGES CHILDREN IN THE JOY OF LEARNING, TEACHING THEM TO BE TOMORROW'S PROBLEM SOLVERS AND LAYING THE FOUNDATION FOR LIFELONG LEARNING. 3. LAMPLIGHTER DEVELOPS CHARACTER, CONFIDENCE, AND COLLABORATIVE SKILLS THROUGH SOCIAL AND EMOTIONAL CURRICULUM. 4. LAMPLIGHTER EMBRACES DIVERSITY IN ALL ITS FACETS, STRIVING TO BE A GENUINELY INCLUSIVE COMMUNITY, RESPECTFUL OF SOCIAL AND CULTURAL DIFFERENCES AND SEEKING BROADER UNDERSTANDING OF THE WORLD. 5. LAMPLIGHTER ENCOURAGES CURIOSITY AND CREATIVITY THROUGH HANDS ON LEARNING WHILE PRESERVING THE WONDER OF CHILDHOOD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED BY OUTSIDE, INDEPENDENT ACCOUNTANTS BASED ON INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS AND THE SCHOOL. IT IS REVIEWED BY MANAGEMENT OF THE SCHOOL AND THE AUDIT COMMITTEE. THE FORM IS MADE AVAILABLE TO THE MEMBERS OF THE AUDIT COMMITTEE AND IS REVIEWED BY THE COMMITTEE WITH THE ACCOUNTING FIRM. THE FORM IS THEN MADE AVAILABLE TO THE BOARD OF TRUSTEES VIA THE SECURE BOARD PORTAL WEBSITE. AFTER THE DEADLINE FOR ANY TRUSTEE COMMENTS, THE FINAL DRAFT IS APPROVED BY THE EXECUTIVE COMMITTEE. AFTER THE APPROVAL, THE SCHOOL FILES THE FORM 990 AND ALL SCHEDULES TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE ORGANIZATION'S ASSISTANT HEAD FOR FINANCE AND OPERATIONS IS RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST POLICY AND ITS COMPLIANCE, DISCLOSURE AND RESOLUTION PROCEDURES. THE ASSISTANT HEAD FOR FINANCE AND OPERATIONS SHALL DISCLOSE TO THE HEAD OF SCHOOL AND AUDIT CHAIR ALL CONFLICTS OF INTEREST REPORTED TO HIM OR HER UNDER THESE CONFLICT OF INTEREST COMPLIANCE, DISCLOSURE AND RESOLUTION PROCEDURES. THE AUDIT COMMITTEE WILL EVALUATE THE DISCLOSURES TO DETERMINE WHETHER THEY INVOLVE ACTUAL CONFLICTS OF INTEREST AND MAY ATTEMPT TO DEVELOP ALTERNATIVES TO REMOVE THE CONFLICT FROM THE SITUATION. THE PROCEDURES FOR ACTING ON CONFLICT OF INTEREST TRANSACTIONS ARE OUTLINED IN THE CONFLICT OF INTEREST COMPLIANCE, DISCLOSURE AND RESOLUTION PROCEDURES FOR THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 DETERMINING COMPENSATION THE HEAD OF THE SCHOOL'S CONTRACT STIPULATES THAT THE EMPLOYEE'S PERFORMANCE THROUGHOUT THE TERM SHALL BE EVALUATED IN ACCORDANCE WITH THE FOLLOWING PROCEDURES: THE HEAD EVALUATION COMMITTEE SHALL MEET WITH THE EMPLOYEE ANNUALLY BETWEEN APRIL 1 AND JUNE 30 FOR THE PURPOSE OF FORMULATING THE EMPLOYEE'S GOALS FOR THE FOLLOWING ACADEMIC YEAR, AND THE RESULTS OF SUCH MEETING WILL BE REPORTED TO THE EXECUTIVE COMMITTEE. THE HEAD EVALUATION COMMITTEE SHALL MEET WITH THE EMPLOYEE ANNUALLY BETWEEN APRIL 1 AND JUNE 30 FOR THE PURPOSE OF GIVING THE EMPLOYEE AN EVALUATION OF HIS OR HER PERFORMANCE FOR THE PRECEDING ACADMIC YEAR, AND THE RESULTS OF SUCH MEETING WILL BE REPORTED TO THE EXECUTIVE COMMITTEE. WHILE NOT STIPULATED IN THE HEAD OF SCHOOL'S CONTRACT, WE HAVE REPORTED TO THE BOARD ABOUT RENEWALS FOR KEY EMPLOYEES. THE HEAD OF SCHOOL, DURING THE BUDGET PROCESS, APPLIES THE SAME RAISE AS OTHER ADMINISTRATORS AND ADJUSTS BASE SALARIES WITH COMPARATIVE INFORMATION FROM OTHER SCHOOLS. COMPARABLE SALARY DATA FROM I.S.A.S HEAD OF SCHOOLS COMPENSATION ANNUAL SURVEY IS ALSO USED DURING THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: COMMITTEE'S OVERSIGHT AND SELECTION PROCESS THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSBILITY OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE TO THE PROCESS DURING THE YEAR.