2019-05-13T15:23:07-05:00 2018-06-30 251638525 GROSSMAN YANAK & FORD LLP THREE GATEWAY CTR STE 1800 PITTSBURGH PA 15222 990 2017-07-01 251030691 WINCHESTER THURSTON SCHOOL WINC 4125787500 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 DR SCOTT D FECH PHD HEAD OF SCHOOL 4125787500 2019-05-13 1 RICHARD E DYNOSKE P00095538 4123389300 199.234.67.210 2019-05-13 11:10:33 ED P 476C8FEADB417349E55A623439B0B59368596FA2 476C8FEADB417349E55A623439B0B59368596FA2 2017 2019-02-21 02:37:17Z GARY J NIELS 555 MOREWOOD AVENUE PITTSBURGH PA 152132899 22396306 0 X WWW.WINCHESTERTHURSTON.ORG X 1949 PA THE ORGANIZATION IS A COLLEGE-PREPARATORY, INDEPENDENT, NON-SECTARIAN, DAY SCHOOL SERVING BOYS AND GIRLS IN PRE-KINDERGARTEN THROUGH GRADE 12. THE SCHOOL ENGAGES EACH STUDENT IN A CHALLENGING AND INSPIRING LEARNING PROCESS THAT DEVELOPS THE MIND, MOTIVATES THE PASSION TO ACHIEVE, AND CULTIVATES THE CHARACTER TO SERVE. 24 23 290 302 0 4437 1427423 1823365 17710547 18445364 267458 657276 0 98705 19405428 21024710 3406333 3659302 0 0 10416229 10729309 0 0 690632 6163702 6529297 19986264 20917908 -580836 106802 40318756 40772429 11451903 11364483 28866853 29407946 WINCHESTER THURSTON SCHOOL ENGAGES EACH STUDENT IN A CHALLENGING AND INSPIRING LEARNING PROCESS THAT DEVELOPS THE MIND, MOTIVATES THE PASSION TO ACHIEVE, AND CULTIVATES THE CHARACTER TO SERVE. 0 0 9557243 18534865 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 683 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH GRADE 12. 3659302 3659302 0 FINANCIAL AID TO APPROXIMATELY 230 STUDENTS 1826757 OPERATION AND MAINTENANCE OF PLANT FACILITIES 15043302 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 1 0 0 0 0 0 0 0 0 1 47 0 1 290 1 1 1 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X M DAVID WOLLAM DIRECTOR OF FINANC 4125787500 555 MOREWOOD AVE PITTSBURGH PA 152132899 JENNIFER GONZALEZ MCCOMB PRESIDENT 3.00 X X 0 0 0 CINDY AKERS GERBER VICE PRESIDENT 3.00 X X 0 0 0 PAUL ROSENBLATT VICE PRESIDENT 3.00 X X 0 0 0 DAVID L PORGES TREASURER 3.00 X X 0 0 0 KERRY BRON SECRETARY 3.00 X X 0 0 0 GARY NIELS HEAD OF SCHOOL 40.00 X X 370467 0 72924 MAURA FARRELL ASSOCIATE HEAD OF EXTERNAL AFFAIRS 40.00 X 150495 0 14514 M DAVID WOLLAM DIRECTOR OF FINANCE 40.00 X 128797 0 20041 ASHLEY HARPER DIRECTOR OF ADVANCEMENT 40.00 X 109267 0 38435 JOHN CHARNEY ASSISTANT HEAD OF OPERATIONS 40.00 X 121963 0 6254 HENRY S BEUKEMA TRUSTEE 3.00 X 0 0 0 KRISTEN BURNS TRUSTEE 3.00 X 0 0 0 MANNY CAHOUET-ROTONDI TRUSTEE 3.00 X 0 0 0 SIMIN YAZDGERDI CURTIS TRUSTEE 3.00 X 0 0 0 ROSANNE ISAY HARRISON EMERITUS 3.00 X 0 0 0 ELIZABETH S HURTT EMERITUS 3.00 X 0 0 0 JANET HARRISON KUZMISHIN TRUSTEE 3.00 X 0 0 0 KENNETH M LEHN TRUSTEE 3.00 X 0 0 0 ELSA LIMBACH TRUSTEE 3.00 X 0 0 0 CAROLE OSWALD MARKUS EMERITUS 3.00 X 0 0 0 KATHLEEN L METINKO TRUSTEE 3.00 X 0 0 0 ILANA NOURBAKHSH TRUSTEE 3.00 X 0 0 0 HENRY POSNER III EMERITUS 3.00 X 0 0 0 MARTIN E POWELL TRUSTEE 3.00 X 0 0 0 KELLY HANNA RILEY TRUSTEE 3.00 X 0 0 0 MARYJEAN RUSAK TRUSTEE 3.00 X 0 0 0 SHARON SEMENZA TRUSTEE 3.00 X 0 0 0 KURT C SMALL TRUSTEE 3.00 X 0 0 0 CHRISTINE G STONE TRUSTEE 3.00 X 0 0 0 SHANNAH THARP-GILLIAM TRUSTEE 3.00 X 0 0 0 JANE ARENSBERG-THOMPSON EMERITUS 3.00 X 0 0 0 JIMMY ZHU TRUSTEE 3.00 X 0 0 0 PHILIP T SWEENEY TRUSTEE 3.00 X 0 0 0 880989 0 152168 5 0 1 0 UPMC HEALTH PLAN 600 GRANT STREET PITTSBURGH PA 15219 HEALTH INSURANCE 1031438 METZ & ASSOCIATES 2591 WEXFORD BAYNE ROAD SEWICKLEY PA 15143 SCHOOL LUNCH PROGRAM 662739 COMDATA 5301 MARYLAND WAY BRENTWOOD TN 37027 PAYMENT SOLUTIONS 561943 CENTRAL MAINTENANCE & SERVICE 61 E CRAFTON AVENUE PITTSBURGH PA 15205 JANITORIAL SERVICES 502989 HUCKESTEIN MECHANICAL SERVICES 1505 METROPOLITAN STREET PITTSBURGH PA 15233 HVAC SERVICES AND MAINTENANCE 263259 10 88407 1734958 290894 1823365 PROGRAM SERVICE REVENUE 611710 16338923 16338923 AUXILIARY ENTERPRISES 611710 1960211 1960211 FEE INCOME 611710 146230 146230 18445364 353920 353920 1650515 1347159 303356 303356 303356 33641 24437 9204 9204 GAIN FROM INVOLUNTARY CONVERSION 900099 89501 89501 89501 21024710 18534865 0 666480 3659302 3659302 749013 749013 8018146 5580604 2022849 414693 1364365 944921 343362 76082 597785 382123 185959 29703 44830 44830 28922 28922 103532 9595 78572 15365 246723 236236 10487 1182482 1182482 115301 103723 10140 1438 5080 5080 841932 583205 258727 99217 99217 AUXILIARY ENTERPRISES 1731639 1731639 GENERAL AND ADMINISTRAT 1121067 1121067 CLASSROOM INSTRUCTION 538246 538246 STUDENT SERVICES EXPENS 327462 327462 142864 142864 20917908 15043302 5183974 690632 2976214 2949201 1394999 1070400 396071 401207 16144 14523 203690 230860 31558434 14379399 17307848 17179035 18023790 18817151 0 110052 40318756 40772429 1249767 1405126 3389547 3400197 6712149 6533050 100440 26110 11451903 11364483 X 11743112 11171081 2107604 2404787 15016137 15832078 28866853 29407946 40318756 40772429 X 106802 443496 -9205 X X 0 1 X 1 0 X 18023790 569339 1200976 976953 18817151 15590313 1174626 2138376 879525 18023790 15010827 1634397 -285295 769616 15590313 12822573 2920084 -77553 654277 15010827 10205215 1479452 1720668 582761 12822573 0.08120 0.80550 0.11330 0 0 1628781 1628781 24226230 9779069 14447161 5703423 4600330 1103093 17179035 ACCRUED INTEREST 26110 26110 X 17799699 443496 443496 17356203 3668507 3668507 21024710 17258606 0 17258606 3659302 3659302 20917908 PART X, LINE 2: PART X, LINE 2: THE SCHOOL ACCOUNTS FOR UNCERTAIN TAX POSITIONS UNDER THE UNCERTAINTY IN INCOME TAXES SUBTOPIC OF THE ASC. THIS SUBTOPIC CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT PRINCIPLES FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TO BE TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE SCHOOL HAS REVIEWED ALL OPEN TAX YEARS (2010-PRESENT) AND MAJOR JURISDICTIONS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REDUCTIONS TO TUITION 3,659,302. FUNDRAISING 9,205. PART XII, LINE 4B - OTHER ADJUSTMENTS: REDUCTIONS TO TUITION 3,659,302. SCHEDULE D PART V, LINE 4: THE INCOME FROM THE ENDOWMENT IS USED PRINCIPALLY FOR FINANCIAL AID AND FACULTY DEVELOPMENT PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT INCLUDED AS AN EXPENSE ON FORM 990. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING ACTIVITIES ARE REPORTED SEPERATELY ON FORM 990. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT INCLUDED AS AN EXPENSE ON FORM 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS PUBLISHED IN BOTH SCHOOL BROCHURES AND LOCAL PUBLICATIONS. SCHEDULE E, LINE 6: THE SCHOOL PARTICIPATES IN THE PURCHASE AND LOAN OF TEXTBOOKS AND INSTRUCTIONAL MATERIALS UNDER THE COMMONWEALTH OF PENNSYLVANIA ACTS 195 AND 90, AND THE CAPITAL ITEMS PROGRAM UNDER THE ALLEGHENY INTERMEDIATE UNIT IV.B AND TECHNOLOGY FOR SCHOOL PROGRAM UNTER TITLE III. APPLEFEST 12787 12787 1353 1216 4023 1062 PUMPKIN FAIR 5095 5095 2886 498 3 15759 15759 337 4386 590 6755 1331 33641 33641 337 5739 4692 10778 2891 24437 9204 1 FINANCIAL AID TO SPECIFIC STUDENTS 230 3659302 SCHEDULE I, PART I, LINE 2: THE SCHOOL MAINTAINS DETAILED RECORDS OF THE CRITERIA USED TO AWARD FINANCIAL AID TO STUDENTS ALONG WITH THE AMOUNT AWARDED. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GARY NIELS HEAD OF SCHOOL 284637 0 30000 0 55830 0 33500 0 39424 0 443391 0 0 0 MAURA FARRELL ASSOCIATE HEAD OF EXTERNAL AFFAIRS 150495 0 0 0 0 0 7594 0 6920 0 165009 0 0 0 A WILKINSBURG BOROUGH INDUSTRIAL AND COMMERCIAL AUTHORITY 2011-09-23 6609565 REFINANCE ORIGINAL NOTE DATED 09/23/2011 0 0 0 A 6609565 76515 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 FIRST NATIONAL BANK 7.000000000000 1 0 0 0 0 A 0 GARY NIELS HEAD OF SCHOOL 18163 TUITION TUITION X 35 290894 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE AUDIT COMMITTEE WHICH IS A COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. THEN, THE DRAFT IS DISTRIBUTED TO ALL TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES SIGN A STATEMENT ACKNOWLEDGING THE WRITTEN POLICY AND BOTH ARE RETAINED IN THE GOVERNING BODY FILES. THE ACKNOWLEDGEMENT STATEMENT REQUIRES REPORTING OF SUCH TRANSACTIONS TO THE HEAD OF SCHOOL AND THE BOARD OF TRUSTEES BY THE INDIVIDUAL TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES WHEN DETERMINING REASONABLE COMPENSATION FOR THE HEAD OF SCHOOL EMPLOYS A SUBCOMMITTEE OF THE BOARD COMPRISED OF INDEPENDENT VOTING MEMBERS THAT REVIEWS PERFORMANCE, CONSIDERS GATHERED DATA FROM SIMILARLY CONSTITUTED INDEPENDENT SCHOOLS LOCALLY AND NATIONALLY, AND ENGAGES AN OUTSIDE CONSULTANT. OTHER KEY EMPLOYEES HAVE COMPENSATION DETERMINED BY HEAD OF SCHOOL THAT CONSIDERS PEER GROUP COLLECTED DATA. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: FUNDRAISING INCOME -9,205. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR