2019-05-13T13:12:27-05:00 2018-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2017-07-01 520591631 ROLAND PARK COUNTRY SCHOOL INC ROLA 4103235500 5204 ROLAND AVENUE BALTIMORE MD 21210 DUNCAN BOOTH ASSISTANT HOS FINANCE 4103235500 2019-05-09 1 MIKE YOUNG P00236952 4104031500 2019-05-09 50.206.141.66 2019-05-09 15:24:53 ED P D0305607D8E77EC51DDE5AB12FD16481E1E0BF6A 0D4461F916D513B3B03BFB10511425154532CAA7 2017 2019-02-21 02:37:17Z CAROLINE BLATTI 5204 ROLAND AVENUE BALTIMORE MD 21210 46440768 0 X HTTPS://WWW.RPCS.ORG X 1908 MD COLLEGE PREP SCHOOL DEDICATED TO THE INTELLECTUAL AND MORAL DEVELOPMENT OF APPROXIMATELY 588 STUDENTS, COED IN PRESCHOOL AND GIRLS, GRADES K-12. 33 33 297 575 0 148 1511110 1386831 17594733 17474522 7564258 3429358 239733 294229 26909834 22584940 3480479 3421676 0 0 13374081 13686629 0 55000 1425970 6150747 6610620 23005307 23773925 3904527 -1188985 89021324 89511787 9660835 9657680 79360489 79854107 X ROLAND PARK COUNTRY SCHOOL, A COLLEGE PREPARATORY SCHOOL FOR GIRLS, IS DEDICATED TO THE INTELLECTUAL AND MORAL DEVELOPMENT OF ITS STUDENTS. WE CULTIVATE CREATIVITY, INDEPENDENCE OF THOUGHT, TENACITY OF PURPOSES, SELF-DISCIPLINE, AND EMOTIONAL, PHYSICAL, AND SPIRITUAL WELL-BEING. WE MAINTAIN HIGH ACADEMIC STANDARDS, UPHOLD TRADITION, AND PROMOTE INNOVATION. WE NURTURE A COOPERATIVE, RESILIENT SPIRIT WITHIN AN ATMOSPHERE OF MUTUAL TRUST AND RESPECT. IN A DIVERSE, INCLUSIVE, AND JOYFUL COMMUNITY, ROLAND PARK COUNTRY SCHOOL STRIVES TO INSTILL IN ITS STUDENTS A LIFELONG LOVE OF LEARNING AS WELL AS THE RESPONSIBILITY TO LOOK WITHIN AND BEYOND THEMSELVES TO CONTRIBUTE TO AND SERVE AS STEWARDS AND LEADERS OF THEIR COMMUNITIES. 0 0 17729242 3421676 16730107 EDUCATION - ROLAND PARK COUNTRY SCHOOL STATES IN ITS PHILOSOPHY THAT THE SCHOOL STRIVES TO INSTILL IN ITS STUDENTS A LIFELONG LOVE OF LEARNING AS WELL AS THE MOTIVATION TO LOOK WITHIN AND BEYOND THEMSELVES IN ORDER THAT THEY BECOME RESPONSIBLE, CONTRIBUTING MEMBERS OF COLLEGE AND COMMUNITY LIFE. STUDENT ENROLLMENT IS APPROXIMATELY 588. 788872 744415 EXTERNAL PROGRAMS - THESE EXTERNAL PROGRAMS ENRICH THE SCHOOL COMMUNITY AND REINFORCE THE BELIEF THAT LEARNING TAKES PLACE BOTH WITHIN AND BEYOND THE CLASSROOM. 18518114 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 83 0 1 297 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MD X DUNCAN BOOTH 4103235500 5204 ROLAND AVENUE BALTIMORE MD 21210 ASHLEY THAYER PRESIDENT 2.00 0.00 X X 0 0 0 DOUGLAS S RAMER VICE PRESIDENT 2.00 0.00 X X 0 0 0 RHONA W WENDLER TREASURER 2.00 0.00 X X 0 0 0 JANET BAUER HARTMAN SECRETARY 2.00 0.00 X X 0 0 0 EMILY ATHANAS TRUSTEE 2.00 0.00 X 0 0 0 SARAH HACKNEY BARLEY TRUSTEE 2.00 0.00 X 0 0 0 DALE BITTENGER TRUSTEE 2.00 0.00 X 0 0 0 NINA BOOTH TRUSTEE 2.00 0.00 X 0 0 0 LAURA GEORGE COCHRAN TRUSTEE 2.00 0.00 X 0 0 0 BEVERLY A CHANEY TRUSTEE 2.00 0.00 X 0 0 0 ROBB COHEN TRUSTEE 2.00 0.00 X 0 0 0 KATHERINE BEHRENS CROSBY TRUSTEE 2.00 0.00 X 0 0 0 JON DAVIDOV TRUSTEE 2.00 0.00 X 0 0 0 LUCY NEALE DUKE TRUSTEE 2.00 0.00 X 0 0 0 W KYLE GORE TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM C HOLLY TRUSTEE 2.00 0.00 X 0 0 0 DIANE HUTCHINS TRUSTEE 2.00 0.00 X 0 0 0 CARROLL KNOTT MCGILL TRUSTEE 2.00 0.00 X 0 0 0 JOHN B MCGOWAN TRUSTEE 2.00 0.00 X 0 0 0 MARY PAGE MICHEL TRUSTEE 2.00 0.00 X 0 0 0 BRIAN MOFFETT TRUSTEE 2.00 0.00 X 0 0 0 ELISE D MORRIS TRUSTEE 2.00 0.00 X 0 0 0 NATALIE NICHOLS TRUSTEE 2.00 0.00 X 0 0 0 TALBOTT NOYES TRUSTEE 2.00 0.00 X 0 0 0 AMELIA MIX POGGI TRUSTEE 2.00 0.00 X 0 0 0 JULIA GARRETT RANDOLPH TRUSTEE 2.00 0.00 X 0 0 0 JAMES G ROBINSON TRUSTEE 2.00 0.00 X 0 0 0 LEE ROEBUCK TRUSTEE 2.00 0.00 X 0 0 0 ALBERT NEALE SMITH III TRUSTEE 2.00 0.00 X 0 0 0 FRANCES E SMITH TRUSTEE 2.00 0.00 X 0 0 0 TORI SOUDAN TRUSTEE 2.00 0.00 X 0 0 0 PAUL J STASKO TRUSTEE 2.00 0.00 X 0 0 0 ALBERT H WILLIAMS TRUSTEE 2.00 0.00 X 0 0 0 CAROLINE BLATTI HEAD OF SCHOOL 40.00 0.00 X 305268 0 79084 DUNCAN BOOTH ASSISTANT HEAD OF SCHOOL FOR FINANCE AND OPERATION 40.00 0.00 X 193752 0 42758 CARLA SPAWN-VAN BERKUM ASSISTANT HEAD OF SCHOOL FOR ACADEMICS 40.00 0.00 X 153142 0 23190 ERENI MALFA UPPER SCHOOL HEAD 40.00 0.00 X 113895 0 14344 VERNA MAYO MIDDLE SCHOOL HEAD 40.00 0.00 X 123531 0 19415 BETH CASEY FORMER LOWER HEAD OF SCHOOL 40.00 0.00 X 111098 0 24989 JOSEPH LEPAIN DIRECTOR OF TECHNOLOGY 40.00 0.00 X 109450 0 27963 1110136 0 231743 7 0 1 0 MOST INC 7203 BELAIR ROAD BALTIMORE MD 21206 BUILDING MAINTENANCE 417854 CHRISTAR INCORPORATED 2335 WILLOW VALE DRIVE FALLSTON MD 21047 JANITORIAL SERVICES 259716 COMPASS GROUP USA PO BOX 417632 BOSTON MA 02241 DINING SERVICES 241922 3 52793 1334038 109031 1386831 TUITION 611600 16686819 16686819 EXTERNAL PROGRAMS 611600 744415 744415 APPLICATION FEES 611600 32276 32276 LAPTOP FEES 611600 11012 11012 17474522 1623259 1623259 168728 0 168728 168728 168728 25425848 23619749 1806099 1806099 1806099 72810 52793 45350 27460 27460 288770 190729 98041 98041 22584940 17474522 0 3723587 3421676 3421676 620862 480224 99045 41593 10441593 8076355 1665729 699509 436555 337666 69643 29246 1374751 1063341 219312 92098 812868 628737 129675 54456 127132 127132 59218 59218 55000 55000 136603 136603 899973 696111 143571 60291 45613 45613 1266435 758579 436987 70869 279003 162360 31510 85133 789788 610885 125993 52910 247661 199368 31065 17228 115054 87971 20797 6286 137208 106127 21889 9192 1827390 1413448 291520 122422 147026 99679 47347 EXTERNAL PROGRAMS 340395 242859 76226 21310 DUES AND SUBSCRIPTIONS 138351 87115 51236 EMPLOYMENT RECRUITMENT 45343 45343 DONOR CULTIVATION 8427 8427 23773925 18518114 3829841 1425970 3450 3450 2079329 2095861 67986 26825 241921 194226 38328 45350 247940 232697 57330999 31365489 26531352 25965510 52309259 52019208 6913803 8364702 587956 563958 89021324 89511787 858347 877213 2158659 2516457 5060000 4560000 1500000 1560000 83829 144010 9660835 9657680 X 62366636 62398327 6138347 6552844 10855506 10902936 79360489 79854107 89021324 89511787 X -1188985 1673659 8944 X X 0 1 X 1 0 X X X 1 5.00 1 1 10.00 3100 59696610 88072 4957445 3726568 61015559 56426483 922887 5502533 3155293 59696610 59688077 1412237 571787 5245618 56426483 59058073 984265 1720114 2074375 59688077 53071669 402751 7921617 2337964 59058073 0.71400 0.17820 0.10780 0 0 653666 653666 41775121 22209715 19565406 6719194 2817149 3902045 7701226 6338625 1362601 481792 481792 25965510 HEDGE FUNDS 8250473 F CHARITABLE REMAINDER TRUSTS 114229 F 8364702 DEFERRED COMPENSATION 274316 DEFERRED FINANCING COSTS -130306 144010 X 20945343 1673659 -3412732 -1739073 22684416 136603 -236079 -99476 22584940 20451725 236079 236079 20215646 136603 3421676 3558279 23773925 PART II, LINE 9: ROLAND PARK COUNTRY SCHOOL REPORTS CONSERVATION EASEMENT EXPENSES AS EITHER INSTRUCTIONAL EXPENSES IF CURRICULUM BASED ON PLANT EXPENSES IF GENERAL EXPENSES. PART V, LINE 4: THE ENDOWMENT FUND IS INTENDED TO SUPPORT DESIRED SPENDING AND TO COVER OPERATING EXPENSES. PART X, LINE 2: ASC 740, INCOME TAXES (ASC 740), PRESCRIBES THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT. THE SCHOOL HAS CONSIDERED ITS INCOME TAX POSITIONS, INCLUDING ANY POSITIONS THAT MAY BE CONSIDERED UNCERTAIN BY THE RELEVANT TAX AUTHORITIES IN THE JURISDICTIONS IN WHICH THE SCHOOL OPERATES. AS OF JUNE 30, 2018 AND 2017, THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS. THE SCHOOL RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2018 AND 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,421,676. CHANGE IN PRESENT VALUE OF CHARITABLE REMAINDER TRUST 8,944. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -190,729. FUNDRAISING EXPENSES -45,350. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 190,729. FUNDRAISING EXPENSES 45,350. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,421,676. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ROLAND PARK COUNTRY SCHOOL SEEKS AN ABLE AND DIVERSE STUDENT BODY. EACH APPLICANT IS EVALUATED ON THE STRENGTH OF HER INTELLECTUAL CURIOSITY, READINESS, ACADEMIC ACHIEVEMENT AND PERSONAL QUALITIES OF INTEGRITY, CITIZENSHIP, AND RESPONSIBILITY. THE SCHOOL WELCOMES APPLICANTS OF ALL RACES, RELIGIONS, AND NATIONAL ETHNIC ORIGINS. THE BOARD IS COMMITTED TO AN ACTIVE, ON-GOING EFFORT TO ATTRACT, WELCOME, AND SUPPORT A DIVERSE COMMUNITY OF TALENTED STUDENTS, FACULTY, ADMINISTRATORS, STAFF AND BOARD MEMBERS. THE BOARD IS CONVINCED THAT ALL MEMBERS OF THE RPCS COMMUNITY WILL BENEFIT GREATLY FROM SUCH AN ENRICHED ENVIRONMENT, AND ONE WHICH CONTINUALLY PROMOTES RACIAL AND CULTURAL DIGNITY. THE BOARD STRONGLY SUPPORTS THE WORK OF THE ADMINISTRATION AND FACULTY IN THEIR CONTINUING EFFORTS TO DEVELOP AND IMPLEMENT A TRULY INCLUSIVE CURRICULUM WITHIN A RIGOROUS ACADEMIC PROGRAM, ONE THAT ENCOMPASSES RACIAL, ETHNIC, RELIGIOUS, CULTURAL, SOCIAL, ECONOMIC, AND GENDER PERSPECTIVES. CENTRAL AMERICA AND THE CARRIBEAN 0 0 INVESTMENTS 2665733 0 0 0 0 0 0 2665733 0 2665733 1 0 0 0 0 0 X X X X X X 1 COMMUNITY COUNSELING SERVICES PO BOX 824885 PHILADELPHIA PA 19182 CAPITAL CAMPAIGN 0 0 55000 -55000 55000 -55000 MD GOLF CLASSIC 41593 22793 18800 3325 14728 734 RED HOT RUN 37400 30000 7400 2348 15871 2 46610 46610 610 686 7048 125603 52793 72810 6283 15414 23653 45350 27460 1 GRANTS AND SCHOLARSHIPS - K 7 73900 GRANTS AND SCHOLARSHIPS - P1 3 51100 GRANTS AND SCHOLARSHIPS - 1 9 132340 GRANTS AND SCHOLARSHIPS - 2 9 155090 GRANTS AND SCHOLARSHIPS - 3 11 166250 GRANTS AND SCHOLARSHIPS - 4 12 172230 GRANTS AND SCHOLARSHIPS - 5 11 157650 GRANTS AND SCHOLARSHIPS - 6 10 173140 GRANTS AND SCHOLARSHIPS - 7 20 351400 GRANTS AND SCHOLARSHIPS - 8 11 214840 GRANTS AND SCHOLARSHIPS - 9 20 280410 GRANTS AND SCHOLARSHIPS - 10 33 578860 GRANTS AND SCHOLARSHIPS - 11 26 427890 GRANTS AND SCHOLARSHIPS - 12 23 316710 GRANTS AND SCHOLARSHIPS - OTHER 187 169866 PART I, LINE 2: THE FINANCIAL ASSISTANCE POLICY IS SET BY THE BOARD OF TRUSTEES. IT IS CONSISTENT WITH THE GUIDELINES ESTABLISHED BY THE ASSOCIATION OF INDEPENDENT SCHOOLS (AIMS) AND THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS). THE UNDERLYING ASSUMPTION OF THESE GUIDELINES IS THAT PARENTS HAVE AN OBLIGATION TO FINANCE THEIR CHILDREN'S EDUCATION TO THE EXTENT THAT THEY ARE ABLE. FINANCIAL ASSISTANCE WILL NOT EXCEED THE AMOUNT NEEDED TO MEET THE DIFFERENCE BETWEEN PARENTAL RESOURCES AND THE STUDENTS EDUCATIONAL EXPENSES. ALL GRANTS AND STUDENT LOANS ARE BASED ON DOCUMENTED NEED. PARENTS OF FINANCIAL ASSISTANCE APPLICANTS ARE REQUIRED TO SUBMIT A PARENT'S FINANCIAL STATEMENT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) IN PRINCETON, NEW JERSEY, A COPY OF WHICH MUST BE SENT TO THE SCHOOL. IN ADDITION, A COPY OF THE MOST RECENT FEDERAL INCOME TAX RETURN AND A SUPPLEMENTARY FINANCIAL ASSISTANCE FORM MUST BE SUBMITTED TO THE FINANCIAL ASSISTANCE OFFICE. THE REPORT OF FINANCIAL NEED FROM THE SSS IS AN ANALYSIS OF NEED AND THE ABILITY OF THE PARENTS TO CONTRIBUTE TO EDUCATIONAL EXPENSES. THE FINANCIAL ASSISTANCE COMMITTEE MAKES DECISIONS ON THE AMOUNT OF ALL GRANTS AND STUDENT LOANS. X X 1 1 X X X 0 0 1 0 0 0 0 0 0 CAROLINE BLATTI HEAD OF SCHOOL 279482 0 0 0 25786 0 27420 0 51664 0 384352 0 0 0 DUNCAN BOOTH ASSISTANT HEAD OF SCHOOL FOR FINANCE 175658 0 0 0 18094 0 23079 0 19679 0 236510 0 8543 0 CARLA SPAWN-VAN BERKUM ASSISTANT HEAD OF SCHOOL FOR ACADEMI 135845 0 0 0 17297 0 17066 0 6124 0 176332 0 10323 0 PART I, LINE 1A THESE BENEFITS ARE RECEIVED BY THE HEAD OF SCHOOL. THEY ARE NOT INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 1B THESE COMPENSATION ITEMS WERE WRITTEN IN THE HEAD OF SCHOOL'S CONTRACT. A MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY 520936091 2009-10-07 17400000 REFUND PREVIOUSLY ISSUED BONDS 0 0 0 A 12840000 17400000 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 SUNTRUST BANK 27.700000000000 0 1 0 0 0 A 0 23310 FINANCIAL AID FINANCIAL AID X 31 109031 MEDIAN BY BROKER 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY SELECT MANAGEMENT AND MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE TRUSTEE HANDBOOK THAT IS ANNUALLY DISTRIBUTED TO THE BOARD OF TRUSTEES. TRUSTEES MAY NOT PARTICIPATE IN ANY DECISION, REVIEW, OR EVALUATION IN WHICH THAT PERSON HAS A FINANCIAL INTEREST OF ANY KIND, WHETHER DISCLOSED OR UNDISCLOSED. TRUSTEES MAY NOT PARTICIPATE IN ANY DECISION, REVIEW, OR EVALUATION IN WHICH THEY HAVE A PERSONAL INTEREST, UNLESS THAT INTEREST HAS BEEN DISCLOSED AND IT HAS BEEN CONCLUDED BY THE BOARD THAT THE INVOLVEMENT OF THAT PERSON WILL NOT RENDER ANY SUBSEQUENT DECISION SUBJECT TO AN APPEARANCE OF IMPROPRIETY, LACK OF OBJECTIVITY, OR UNDUE INFLUENCE. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARABLE SALARY DATA, AND THEN MAKES A RECOMMENDATION FOR SALARY INCREASES TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE EVALUATES THE ECONOMICS OF THE SCHOOL AND MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES ABOUT THE AVAILABILITY OF FUNDS TO INCREASE THE SALARY POOL. THIS PROCESS IS DOCUMENTED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN PRESENT VALUE OF CHARITABLE REMAINDER TRUST 8,944. FORM 990, LINE XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ROLAND-NORTHERN BRIDGE COMPANY 5407 ROLAND AVENUE BALTIMORE MD 21210 300088452 BUILDING AND MAINTENANCE OF PEDESTRIAN BRIDGE MD 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0