2018-05-15T11:47:37-05:00 2017-06-30 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2016-07-01 870212477 ROWLAND HALL-ST MARK'S SCHOOL ROWL 8013557485 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 GWEN FONAROW CFO 8013557485 2018-04-27 1 DAVID SPERRY P00176382 8015327444 2016 2022-09-23 18:48:47Z GWEN FONAROW 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 27669786 0 X WWW.ROWLANDHALL.ORG X 1867 UT PRIVATE SCHOOL EDUCATION 24 24 392 795 0 0 1528206 5773658 20530869 21745863 102471 86555 113262 63710 22274808 27669786 0 0 0 0 12892054 13815918 0 0 665186 9405933 10354137 22297987 24170055 -23179 3499731 47998386 54007050 3364207 4435078 44634179 49571972 WE INSPIRE STUDENTS TO LEAD ETHICAL AND PRODUCTIVE LIVES THROUGH A COLLEGE PREPARATORY PROGRAM THAT PROMOTES THE PURSUIT OF ACADEMIC AND PERSONAL EXCELLENCE. 0 0 19098017 21809573 PRIVATE SCHOOL EDUCATION FROM PRE-SCHOOL TO 12TH GRADE 19098017 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 105 0 392 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X GWEN FONAROW 8013557485 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 RICHARD BADENHAUSEN BOARD MEMBER 4.00 X 0 0 0 JOHN BIRD INVESTMENT CHAIR 2.00 X 0 0 0 FRANCE DAVIS BOARD MEMBER 1.00 X 0 0 0 CAROL CLAWSON BOARD MEMBER 4.00 X 0 0 0 LUZ ESCAMILLA BOARD MEMBER 1.50 X 0 0 0 PHILIP MCCARTHEY BOARD VICE CHAIR 2.00 X X 0 0 0 VIVIAN LEE BOARD MEMBER 1.00 X 0 0 0 SARAH LEHMAN BOARD MEMBER 1.00 X 0 0 0 JENNIFER PRICE-WALLIN BOARD CHAIR 5.00 X X 0 0 0 WOOD MOYLE NOMINATING AND GOVERNANCE CHAIR 5.00 X 0 0 0 THERESA SUEOKA BOARD MEMBER 2.00 X 0 0 0 ADRIA SWINDLE BOARD MEMBER 1.00 X 0 0 0 ANNA TOPHAM BOARD MEMBER 2.50 X 0 0 0 SCOTT B HAYASHI BOARD MEMBER 0.50 X 0 0 0 SABA SIDDIQUI FINANCE CHAIR 2.00 X 0 0 0 ROBERT STEINER BUILDING CHAIR 1.00 X 0 0 0 CHRIS VON MAACK DEVELOPMENT CHAIR 5.00 X 0 0 0 BRIAN BARKER BOARD MEMBER 2.00 X 0 0 0 JOSH KANTER BOARD MEMBER 2.00 X 0 0 0 AKEMI LOUCHHEIM EDUCATION CHAIR 1.50 X 0 0 0 ALEX GARDNER ALUMNI CHAIR 4.00 X 0 0 0 JOHN MILLER BOARD MEMBER 1.50 X 0 0 0 KATIE LIEBERMAN BOARD MEMBER 3.50 X 0 0 0 MARTY OLSEN BOARD MEMBER 3.00 X 0 0 0 ALAN C SPARROW HEAD OF SCHOOL 40.00 X 296940 0 94464 GWEN FONAROW CHIEF FINANCIAL OFFICER 40.00 X 161196 0 6152 ROBYN PAYNE DIRECTOR OF ADVANCEMENT 40.00 X 108219 0 11796 PATRICK GODFREY DIRECTOR OF TECHNOLOGY 40.00 X 113369 0 0 JENNIFER BLAKE ASSOCIATE HEAD OF SCHOOL 40.00 X 139939 0 0 TODD BRICKSON ROWMARK PROGRAM DIRECTOR 40.00 X 120671 0 0 940334 0 112412 8 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD STE 100 LUTHERVILLE MD 210936018 DINING/FOOD/CATERING SERVICES 526637 HEATH CONSTRUCTION 2739 WEST 8250 SOUTH WEST JORDAN UT 84088 CONSTRUCTION 174009 ENVIROKLEEN PO BOX 540666 NORTH SALT LAKE UT 840540666 JANITORIAL 146683 SMARTSCAPE PO BOX 9355 SALT LAKE CITY UT 841090355 SNOW REMOVAL/LANDSCAPING 141676 COMMUNITY COUNSELING SERVICE PO BOX 824885 PHILADELPHIA PA 191824885 CONSULTING SERVICES 138721 5 5773658 5773658 TUITION 17915631 17915631 AUXILIARY SERVICES 2786854 2786854 FEES & ASSESSMENTS 1043378 1043378 21745863 86555 86555 MISCELLANEOUS INCOME 63710 63710 63710 27669786 21809573 0 86555 940334 234040 598075 108219 10320583 9320484 814191 185908 1754100 1575544 125335 53221 800901 690647 86010 24244 1522 1522 44466 44466 155112 155112 301815 226625 63663 11527 795336 795336 250449 250449 466514 267158 188156 11200 1022515 818012 204503 238259 1511 236748 FINANCIAL AID 2552529 2552529 0 0 STUDENT EXPENSE 867443 579429 288014 0 GENERAL AND MISC EXPENS 732536 48577 679582 4377 CAPITAL CAMPAIGN 609623 0 609623 2316018 1737676 311852 266490 24170055 19098017 4406852 665186 5021503 6475694 237345 3492322 569568 347109 120000 100000 44909133 14671838 30688492 30237295 10885169 12871426 476309 483204 47998386 54007050 158507 300972 2330012 2682405 875688 1451701 3364207 4435078 X 35337191 35044671 2161142 7312844 7135846 7214457 44634179 49571972 47998386 54007050 3499731 1476878 -38816 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10871358 78927 1347642 459079 11838848 11300522 66805 -28739 467230 10871358 10943200 492113 330448 465238 11300522 9085145 924700 1304849 371494 10943200 7717403 690495 941093 263846 9085145 0.21140 0.60940 0.17920 0 0 21186527 21186527 18991686 10566534 8425152 344513 344513 0 3378646 2847717 530929 1007761 913074 94687 30237295 MARKETABLE SECURITIES 12524366 F OTHER INVESTMENTS 347060 F 12871426 ACCRUED PAYROLL 966604 DEFERRED COMPENSATION 347060 ACCRUED PAYROLL TAXES 71316 OTHER MISCELLANEOUS ACCRUALS 66721 1451701 X 29107849 1476878 1476878 27630971 38815 38815 27669786 24170055 0 24170055 0 24170055 PART X, LINE 2: AS OF JUNE 30, 2017, THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE SCHOOL IS NO LONGER SUBJECT TO SELECTION FOR U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS PRIOR TO 2017. THERE ARE NO INCOME TAX EXAMINATIONS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ROWLAND HALL-ST. MARK'S PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL RECRUITING MEDIA AND BROCHURES AS WELL AS IN APPLICATIONS AND STUDENT CONTRACTS. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ALAN C SPARROW HEAD OF SCHOOL 296940 0 0 0 0 0 76500 0 17964 0 391404 0 0 0 GWEN FONAROW CHIEF FINANCIAL OFFICER 161196 0 0 0 0 0 6152 0 0 0 167348 0 0 0 PART I, LINE 1A ITEMS ARE INCLUDED IN THE W-2 FRINGE BENEFIT INCOME OR DIRECTLY IN THE COMPENSATION REPORTED ON THE W-2 FOR THE PERSON LISTED IN FORM 990 FOR WHOM THE RELEVANT ITEMS WERE PROVIDED. THE ALLOWANCES AND OTHER ITEMS ARE ALL REPORTED AS TAXABLE INCOME TO THE PERSON. JENNIFER BLAKE ASSOCIATE HEAD OF SCHOOL DOWN PAYMENT ON HOME X 100000 100000 0 1 1 100000 14921 NEED-BASED TUITION AND FEES FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE IRS FORM 990, THE FINANCE COMMITTEE OF THE BOARD RECEIVED THE RETURN IN ORDER TO UNDERTAKE A MAJOR REVIEW. ONE FULL FINANCE COMMITTEE WAS SET ASIDE IN WHICH ALL BOARD MEMBERS WERE INVITED TO PARTICIPATE IN THE REVIEW AND SUGGEST ANY CHANGES/CORRECTIONS. THE AREAS OF SIGNIFICANT REVIEW ARE DESIGNATED - PART VI GOVERNANCE, MANAGEMENT AND DISCLOSURE; PART VI POLICIES AND COMPLIANCE; AND PART VII COMPENSATION. THESE SECTIONS RECEIVED THE DEEPEST REVIEW FROM THE FINANCE COMMITTEE AND BOARD TO REVIEW ACCURACY AND COMPLIANCE WITH REQUIREMENTS SET BY THE IRS AND OTHER GOVERNING AGENCIES. AFTER THE REVIEW IN THE FINANCE COMMITTEE, A COPY OF THE COMPLETED IRS FORM 990 WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING THE RETURN. IT IS EXPECTED THAT ALL TRUSTEES ARE FAMILIAR WITH THE CONTENTS OF THE RETURN. ONCE ALL THE TRUSTEES WERE COMFORTABLE WITH THE REVIEW PROCESS AND COMPLETION OF IRS FORM 990, THE AUDITORS THEN FILED THE FORM 990 WITH THE APPROPRIATE AGENCIES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO EACH TRUSTEE FOR THEM TO READ AND TO HAVE THEM SIGN THAT THEY UNDERSTAND AND AGREE TO ACCEPT COMPLIANCE WITH THE POLICY. THE BUSINESS OFFICE AND THE FINANCE COMMITTEE WORK TOGETHER TO MONITOR AND ENFORCE COMPLIANCE AND CHECK THAT THERE ARE NO POTENTIAL CONFLICTS FROM ANY TRANSACTIONS UNDERTAKEN. IF THERE IS A MATTER THAT REQUIRES A VOTE OF THE GOVERNING BODY, SHOULD THERE BE ANY TRUSTEE THAT MIGHT HAVE POTENTIAL CONFLICT OF INTEREST, THEY ARE PROHIBITED FROM PARTICIPATION IN THAT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND MAINTAINS FAMILIARITY WITH THE SAFE HARBOR CLAUSES REGARDING THE COMPENSATION OF THE HEAD OF SCHOOL AND OTHER KEY EMPLOYEES OF THE ORGANIZATION. RELEVANT DATA THAT IS GATHERED FROM THE LATEST ANNUAL SURVEYS FROM COMPARABLE SCHOOLS BOTH NATIONALLY AND REGIONALLY IS RELIED ON TO ENSURE REASONABLE COMPENSATION. THE DATA IS REVIEWED BY TRUSTEES THAT ARE INDEPENDENT AND UPHOLD THEIR FIDUCIARY RESPONSIBILITIES TO THE SCHOOL TO DETERMINE WHAT IS REASONABLE PAY AND COMPENSATION. THE REVIEW OF THE DATA AND THE DETERMINATION OF THE COMPENSATION ARE DOCUMENTED TO RECORD HOW THE COMPENSATION WAS DETERMINED. THESE RECORDS HELP JUSTIFY ANY COMPLAINTS OR CONTESTS AS TO THE REASONABLENESS OF THE COMPENSATION. THE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES AND THEY REVIEW THE DETERMINATION FOR ACCURACY AND REASONABLENESS, AS WELL AS FOR APPROVAL. THIS PROCESS IS FOLLOWED FOR THE COMPENSATION OF THE HEAD OF SCHOOL, AS WELL AS THE OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THIS IS AVAILABLE UPON REQUEST.