2018-01-29T07:19:46-06:00 2017-06-30 570381582 Elliott Davis LLCPLLC 629 Market Street Suite 100 Chattanooga TN 37402 990 2016-07-01 620126365 BAYLOR SCHOOL BAYL 4232678505 171 Baylor School Road Chattanooga TN 37405 DALLAS JOSEPH JR VICE PRESIDENT/TREASURER 4232678505 2018-01-19 1 Shelton Chambers P01479354 4237567100 68.169.166.192 2018-01-19 11:20:27 ES P 7B21E1634AE77B22BABCECAD58FCA529C90689AC 8952C564A0F74609299629A8B24823DF9D0B5C4B 2016 2021-01-29 14:40:06Z SCOTT WILSON 171 BAYLOR SCHOOL ROAD CHATTANOOGA TN 37405 49007987 0 X WWW.BAYLORSCHOOL.ORG X 1893 TN THE BAYLOR SCHOOL IS A CO-EDUCATIONAL DAY AND BOARDING COLLEGE PREPARATORY INSTITUTION. 22 22 531 500 -126 -126 8307685 7134687 30658482 31640083 6223927 4194968 198964 553677 45389058 43523415 6666412 7384885 0 0 17745835 18186784 102462 88469 1233176 16332234 16506725 40846943 42166863 4542115 1356552 212674043 213089661 48267750 36247271 164406293 176842390 Baylor's mission is to foster in its students both the ability and the desire to make a positive difference in the world. 0 0 33394365 7384885 31692506 EDUCATION OF MIDDLE- AND HIGH-SCHOOL STUDENTS; APPROXIMATELY 1,055 TOTAL STUDENTS 33394365 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 118 0 1 531 1 0 0 0 0 0 1 1 0 0 0 1 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DALLAS JOSEPH jr 4232678505 171 Baylor School Road CHATTANOOGA TN 37405 CHRISTOPHER P CRIMMINS BOARD CHAIRMAN 2.00 X 0 0 0 CARTER J LYNCH III SECRETARY 2.00 X X 0 0 0 PHILIP B WHITAKER JR ASSISTANT SECRETARY 2.00 X X 0 0 0 KARA K ETHIER ASHBURN TRUSTEE 2.00 X 0 0 0 STEVEN B BETTIS TRUSTEE 2.00 X 0 0 0 ALEXIS G BOGO TRUSTEE 2.00 X 0 0 0 ALLEN F CARTER TRUSTEE 2.00 X 0 0 0 ANDREW G COPE TRUSTEE 2.00 X 0 0 0 M RYAN CRIMMINS TRUSTEE 2.00 X 0 0 0 BENJAMIN FISHER TRUSTEE 2.00 X 0 0 0 ALEXANDER GUERRY III TRUSTEE 2.00 X 0 0 0 SAMUEL HOLMES TRUSTEE 2.00 X 0 0 0 ASHLEY R MCMAHON TRUSTEE 2.00 X 0 0 0 ALBERT MORGAN TRUSTEE 2.00 X 0 0 0 CRAFT O'NEAL TRUSTEE 2.00 X 0 0 0 DAVID C PATTEN TRUSTEE 2.00 X 0 0 0 GH PATTEN PETTWAY JR TRUSTEE 2.00 X 0 0 0 DAN PRIDE TRUSTEE 2.00 X 0 0 0 BEN R PROBASCO TRUSTEE 2.00 X 0 0 0 JAMIE REHM TRUSTEE 2.00 X 0 0 0 SCOTT SMITH TRUSTEE 2.00 X 0 0 0 JOHN STOUT TRUSTEE 2.00 X 0 0 0 LAUREN TEMPLETON TRUSTEE 2.00 X 0 0 0 SCOTT WILSON PRESIDENT/HEADMASTER 40.00 X X 329451 0 40593 DALLAS JOSEPH JR TREASURER & VP OF FINANCE/OPERATIONS 40.00 X X 254944 0 33767 JENNIFER COOKSTON CONTROLLER 40.00 X 103376 0 15668 SHAW WILSON ASSISTANT HEADMASTER 40.00 X 140943 0 14553 JAMES KENNEDY DIR. OF ADMISSIONS & ENROL 40.00 X 144180 0 11370 WILLIS MURDOCK DIR. OF FINANCIAL AID 40.00 X 126854 0 17804 MICHAEL DREW MIDDLE SCHOOL HEAD 40.00 X 123338 0 17697 MATT LEWIS CHIEF ADVANCEMENT OFFICER 40.00 X 125250 0 10166 1348336 0 161618 18 0 1 0 SODEXO PO BOX 536922 ATLANTA GA 30353 FOOD SERVICE 1861692 MORGAN CONSTRUCTION CO INC PO BOX 4404 ChATTANOOGA TN 37405 CONSTRUCTION 1092130 MOUNTAIN CITY LANDSCAPE 4131 SOUTH CREEK ROAD CHATTANOOGA TN 37406 LANDSCAPING SERVICES 655117 FRANKLIN ASSOCIATES ARCHITECTS INC 142 NORTH MARKET STREET CHATTANOOGA TN 37405 ARCHITECTURAL SERVICES 494058 WALDEN SECUrity PO BOX 742189 ATLANTA GA 303742189 SECURITY SERVICES 274773 16 255261 6879426 897173 7134687 TUITION & FEES 611710 29391043 29391043 ATHLETICS 611710 654251 654251 Instructional 611710 624563 624563 SUMMER PROGRAM 611710 431048 431048 STUDENT ACTIVITIES FEE 611710 303452 303452 235726 235726 31640083 1450296 -126 1450422 12590 0 12590 12590 12590 7373881 415386 5008219 36376 2365662 379010 2744672 2744672 708356 255261 219692 488664 488664 272708 220285 52423 52423 43523415 31692506 -126 4696348 7041584 7041584 343301 343301 1244960 969122 210167 65671 14433044 11235204 2436506 761334 1170139 904811 199671 65657 247112 29956 202243 14913 1091529 868956 162109 60464 201155 173415 27740 131958 131958 53395 53395 88469 88469 322851 322851 272006 81546 179580 10880 189311 44632 142383 2296 1186737 878811 220921 87005 191537 144891 46096 550 22697 22697 1038381 848342 137499 52540 800820 800820 3577476 3577476 1133250 1133250 FOOD SERVICE 1558696 1558696 FEES & COMMISSIONS 1439769 1384049 52696 3024 UTILITIES 1305372 1254854 47777 2741 MAINTENANCE AND REPAIRS 1272016 897172 371530 3314 1809298 1134850 660130 14318 42166863 33394365 7539322 1233176 35913647 28406778 7247251 6030555 2136563 1679365 225571 196989 404181 568832 104891800 47768364 58312398 57123436 107025227 117593285 1409205 1490421 212674043 213089661 1167003 958919 16617620 16488352 25500000 13000000 4983127 5800000 48267750 36247271 X 111402096 116679957 22615020 28823776 30389177 31338657 164406293 176842390 212674043 213089661 1356552 11079545 0 X X 0 1 X 1 0 X 4282222 5115997 13041691 8307685 7166586 37914181 4282222 5115997 13041691 8307685 7166586 37914181 2625431 35288750 760769 1769712 1597438 1064935 1462886 6655740 15856 24523 270387 310766 500526 98524 564050 185876 956473 2305449 47186136 148671305 0.74790 X Schedule A, Part I, Box 2 & 7 Baylor School is determined to be a public charity because it is a school described in section 170(B)(1)(A)(II). Schedule E has been completed and attached. For purposes of Schedule A, the organization has completed Part II in order to complete the special rule on Schedule B and disclose donors greater than 2% instead of all donors greater than $5,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109954741 1149220 13611283 8046655 647472 116021117 126053052 1161614 -10893784 5917906 448235 109954741 118560599 1296538 11026525 4335058 495552 126053052 95657999 389787 26629660 3778198 338649 118560599 86405245 2023383 10572435 3093738 249636 95657999 0.58070 0.27010 0.14920 0 0 2070947 2070947 88435348 39990194 48445154 13860292 7578170 6282122 525213 200000 325213 57123436 U.S. AND GLOBAL EX U.S. EQUITY 52775917 F FIXED INCOME 4017714 F HEDGE FUNDS 46829079 F REAL ESTATE 140285 F PRIVATE EQUITY 13830290 F 117593285 48631989 10999896 519626 11519522 37112467 6410948 6410948 43523415 36195892 439977 439977 35755915 6410948 6410948 42166863 Part XI, Line 2d - Other Adjustments: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 26,846. Change in Value CSV CRT 52,803. Bookstore COGS Netted Against Bookstore revenue 220,285. Direct Fundraising Expenses Netted with Fundraising Income 219,692. Part XI, Line 4b - Other Adjustments: financial aid reported as an expense on 990 6,410,948. Part XII, Line 2d - Other Adjustments: COGS netted against book store sales 220,285. Fundraising Expenses Netted against Fundraising Revenue 219,692. Part XII, Line 4b - Other Adjustments: financial aid reported as an expense on 990 6,410,948. 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's admission brochures and other printed materials include the nondiscrimination policy. The policy is also included on the school's website. 0 0 0 0 0 0 0 0 0 0 Financial Aid VARIOUS 12 343301 Financial aid to international students Book 1 0 0 1 1 0 X X X X X 1 Campbell & Company ONE EAST WACKER DR SUITE 3350 CHICAGO IL 60601 Capital campaign assistance 0 0 64469 -64469 HICC LLC 4729 WOODLAND BROOK CT SE ATLANTA GA 30339 Donor Cultivation 0 0 24000 -24000 88469 -88469 Auction 963617 255261 708356 219692 963617 255261 708356 219692 219692 488664 1 Day Student Financial aid 275 3370632 FMV Tuition credit Boarding Student Financial AiD 66 2221068 FMV Tuition credit Dependent Tuition Remission 64 986759 FMV Tuition credit Merit Financial Aid 17 463123 FMV Tuition credit Part I, Line 2: The School provides financial aid to students attending the school. Eligibility is based on the application data and calculations from a third party vendor. Any awards are treated as a credit towards the amount of tuition due. Since the recipients do not have control of the funds at any point, formal monitoring is not necessary. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 SCOTT WILSON PRESIDENT/HEADMASTER 329451 0 0 0 0 0 27197 0 13396 0 370044 0 0 0 DALLAS JOSEPH JR TREASURER & VP OF FINANCE/OPERATIONS 236060 0 0 0 18884 0 29466 0 4301 0 288711 0 0 0 SHAW WILSON ASSISTANT HEADMASTER 140943 0 0 0 0 0 7608 0 6945 0 155496 0 0 0 JAMES KENNEDY DIR. OF ADMISSIONS & ENROL 144180 0 0 0 0 0 11370 0 0 0 155550 0 0 0 A Health Educational & Housing Facility Board 521298872 2014-12-23 13000000 Refunding Notes & Revolving Credit Loan; Capital Construction & Acquisitions 0 0 0 A 13000000 71488 12928512 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 X 2 46000 KELLY BLUE BOOK X 31 729509 FAIR MARKET VALUE X LANDSCAPING 1 121664 VALUE FROM VENDOR IN 2 0 1 0 Form 990, Part VI, Section A, line 2 Christopher P. Crimmins and M. Ryan Crimmins have a family relationship. Alexis G. Bogo and Alexander Guerry, III have a family relationship. Form 990, Part VI, Section B, line 11b The Executive Committee and VP of Finance are responsible for reviewing the 990 prior to filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy is strictly enforced and any exceptions require board approval. Form 990, Part VI, Section B, line 15 Determination includes outside use of outside consultants, comparable data from multiple sources including data from the National Assoc. of Independent Schools. Approval of salaries are through the Board or Head of School. Form 990, Part VI, Section C, line 19 All documents are available to the public upon request to the Head of School. FORM 990, PART XII, LINE 2C: NO CHANGE