2018-12-14T12:25:02-06:00 2018-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2017-07-01 540540100 BURGUNDY FARM COUNTRY DAY SCHOOL INC BURG 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 JEFFREY R SINDLER HEAD OF SCHOOL 7039603431 2018-12-14 1 FRANK H SMITH P00639053 2028225000 2018-12-12 47.19.127.190 2018-12-14 12:06:42 ES 78024020183090332e40 2018-11-05 P 1A0AE8A7BB8C6D2397DB88F111DB3F763BC2E0F7 283714205276AA39147BD1B708D29006EA201FE5 2017 2019-02-21 02:37:17Z X JEFFREY R SINDLER 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 10807062 0 X WWW.BURGUNDYFARM.ORG X 1946 VA PROVIDING A FORMAL EDUCATION FOR GRADES JUNIOR KINDERGARTEN THROUGH 8TH GRADE. 20 20 207 200 0 0 975115 889285 9605619 9835378 34044 32570 -7177 -2962 10607601 10754271 1189525 1233435 0 0 6246298 6299677 52067 37104 316811 2418360 2551526 9906250 10121742 701351 632529 20295694 24943941 10000038 13853223 10295656 11090718 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 4239428 9588658 INSTRUCTIONAL: THE SCHOOL PROVIDES A FORMAL QUALITY EDUCATION FOR STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. 1377453 246720 PLANT: THIS INCLUDES THE SCHOOL'S COSTS FOR OPERATING ITS MAIN SCHOOL CAMPUS IN ALEXANDRIA, VIRGINA AND ITS CAMPUS IN WEST VIRGINIA. 1233435 1233435 FINANCIAL AID AND REMISSIONS: THE SCHOOL PROVIDES FINANCIAL AID TO FAMILIES IN NEED, THUS ENABLING STUDENTS THAT WOULD NOT OTHERWISE BE ABLE TO PARTICIPATE TO TAKE PART IN THE SCHOOL'S PROGRAMS. 967924 AUXILIARY SERVICES 967924 7818240 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 1 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 33 0 1 207 1 0 0 0 0 0 0 0 0 0 0 X 20 20 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 JOANNE PETTY PRESIDENT 5.00 X X 0 0 0 SEILEEN MULLEN VICE PRESIDENT 5.00 X X 0 0 0 CATRIONA MACDONALD MCCORMACK SECRETARY 5.00 X X 0 0 0 NEIL WEISSMAN TREASURER 5.00 X X 0 0 0 DAVID AARON MEMBER-AT-LARGE 5.00 X 0 0 0 AMA ADAMS 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 5.00 X 0 0 0 TARA CASAGRANDE MEMBER-AT-LARGE 5.00 X 0 0 0 CHRIS FOSTER MEMBER-AT-LARGE 5.00 X 0 0 0 SHEILA GARDNER MEMBER-AT-LARGE 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 CHARLIE RAWLS 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 JEFFREY R SINDLER HEAD OF SCHOOL 40.00 X 262653 0 53037 KATHY MILLER DIRECTOR OF FINANCE 40.00 X 142038 0 16322 ELIZABETH LENER ASSISTANT HEAD OF SCHOOL 40.00 X 147647 0 16959 JENNIFER L PUSATERE DIR. OF ADVANCEMENT - UNTIL 06/2017 40.00 X 121769 0 14506 674107 0 100824 4 0 1 0 FORRESTER CONSTRUCTION COMPANY INC 12231 PARKLAWN DRIVE ROCKVILLE MD 20852 CONSTRUCTION 7634594 CROPPMETCALFE SERVICES 8421 HILLTOP ROAD FAIRFAX VA 22031 PLUMBING SERVICES 168492 2 141942 747343 24887 889285 TUITION 900099 8379570 8379570 SUMMER PROGRAM FEES 900099 1209088 1209088 CAPITAL MAINT. FEES 900099 246720 246720 9835378 32570 32570 23318 141942 52791 -29473 -29473 RENTAL INCOME 900099 18706 18706 REIMBURSEMENT 900099 4871 4871 MISCELLANEOUS 900099 2934 2934 26511 10754271 9835378 0 29608 1233435 1233435 512202 512202 4719663 3915403 592385 211875 253587 201548 42067 9972 483522 416899 65016 1607 330703 309447 7035 14221 6170 6170 41359 41359 37104 37104 4866 4866 292302 258856 31691 1755 14532 14532 948031 593493 332592 21946 52208 35471 16737 171051 171051 5993 5329 664 114226 114226 555948 549858 6090 72772 72772 PROFESSIONAL DEVELOP. 69746 48780 19372 1594 BAD DEBT 66410 66410 FIELD TRIPS 58482 58482 ENRICHMENTS 41127 41127 36303 36303 10121742 7818240 1986691 316811 3178405 4361598 1768507 587918 332954 111739 254971 142805 342725 415829 22072547 5869234 11599368 16203313 75153 89123 2533476 2717684 210135 313932 20295694 24943941 2303207 377972 3337318 3242127 4336797 10187842 22716 45282 10000038 13853223 X 8451704 9452489 1148910 937602 695042 700627 10295656 11090718 20295694 24943941 632529 162533 0 X 0 1 X 1 0 X 2704625 5585 189061 2899271 2435675 8563 260387 2704625 2417168 2830 15677 2435675 2308344 32940 75884 2417168 2002663 5358 300323 2308344 0.57900 0.24170 0.17930 0 0 498275 498275 20741125 5244602 15496523 833147 624632 208515 16203313 MULTI-STRATEGY BOND FUND 1041417 F MULTI-STRATEGY EQUITY FUND 1676267 F 2717684 X 10969595 162533 52791 215324 10754271 0 10754271 10174533 52791 52791 10121742 0 10121742 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, 2018 AND 2017, 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 52,791. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 52,791. 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. X X 1 MARTS AND LUNDY 1200 WALL STREET 5TH FLOOR LYNDHURST NJ 07071 FUNDRAISING CONSULTING 0 0 37104 -37104 37104 -37104 VA AUCTION 143742 141942 1800 20900 19115 FALL FAIR 21518 0 21518 12776 165260 141942 23318 20900 31891 52791 -29473 1 FINANCIAL AID 67 1005429 FMV FINANCIAL AID & SUMMER TUITION REMISSIONS 15 228006 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 1 0 0 0 0 0 0 1 0 JEFFREY R SINDLER HEAD OF SCHOOL 242498 0 20155 0 0 0 14550 0 38487 0 315690 0 0 0 KATHY MILLER DIRECTOR OF FINANCE 137038 0 5000 0 0 0 8222 0 8100 0 158360 0 0 0 ELIZABETH LENER ASSISTANT HEAD OF SCHOOL 147647 0 0 0 0 0 8859 0 8100 0 164606 0 0 0 PART I, LINE 4A COMPENSATION REPORTED ON FORM 990, PART VII FOR THE DIRECTOR OF ADVANCEMENT INCLUDES SEVERANCE PAID THROUGH DECEMBER 31, 2017. PART I, LINE 7 IN THE CALENDAR YEAR 2017, JEFFREY R. SINDLER, HEAD OF SCHOOL, AND KATHY MILLER, DIRECTOR OF FINANCE, WERE AWARDED WITH BONUSES OF $20,155 AND $5,000, RESPECTIVELY, BASED ON THEIR PERFOMANCE. 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 30387 TUITION ASSISTANCE REDUCE COST OF ATTENDANCE FOR CHILDREN FORM 990, PART I, LETTER B: AMENDED RETURN THE SCHOOL'S 2017 FORM 990 HAS BEEN AMENDED TO REVISE THE LIST OF BOARD OF DIRECTORS ON PART VII. 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, 2018. 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.