2016-02-03T08:45:39-06:00 2015-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2014-07-01 540540100 BURGUNDY FARM COUNTRY DAY SCHOOL BURG 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 JEFFREY R SINDLER HEAD OF SCHOOL 7039603431 2016-02-03 1 FRANK H SMITH P00639053 2028225000 2016-02-03 2014 2016-04-25 22:37:26Z JEFFREY R SINDLER 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 10525993 0 X WWW.BURGUNDYFARM.ORG X 1946 VA PROVIDING A FORMAL EDUCATION FOR GRADES JUNIOR KINDERGARTEN THROUGH 8TH GRADE. 20 20 216 179 0 0 730085 1402983 8649793 8944907 47298 49124 119100 70818 9546276 10467832 1001476 1017114 0 0 5644726 5774391 0 27355 345583 2725038 2388596 9371240 9207456 175036 1260376 11653664 13966495 5700795 6722132 5952869 7244363 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 AND SCHOOL PROGRAMS AND RESIDENTIAL SUMMER CAMP PROGRAMS AT ITS BURGUNDY CENTER FOR WILDLIFE STUDIES CAMPUS IN WEST VIRGINIA, 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 3926756 8726907 INSTRUCTIONAL: THE SCHOOL PROVIDES A FORMAL QUALITY EDUCATION FOR 285 STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. 1096146 218000 PLANT: THIS INCLUDES THE SCHOOL'S COSTS FOR OPERATING ITS MAIN SCHOOL CAMPUS IN ALEXANDRIA, VIRGINA AND ITS CAMPUS IN WEST VIRGINIA WHICH IS USED FOR SCHOOL AND SUMMER CAMP PROGRAMS. 1017114 1017114 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. 892446 AUXILIARY SERVICES 892446 6932462 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 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 216 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X KATHY MILLER 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 CHARLES RAWLS PRESIDENT 5.00 X X 0 0 0 JOANNE PETTY VICE PRESIDENT 5.00 X X 0 0 0 NEIL WEISSMAN TREASURER 5.00 X X 0 0 0 SEILEEN MULLEN SECRETARY 5.00 X X 0 0 0 DAVID AARON MEMBER-AT-LARGE 5.00 X 0 0 0 JAKE BRODY 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 KATHLEEN GRABER MEMBER-AT-LARGE 5.00 X 0 0 0 JOANNE HARRIS MEMBER-AT-LARGE 5.00 X 0 0 0 SUSAN HEPLER MEMBER-AT-LARGE 5.00 X 0 0 0 PAM HUNT MEMBER-AT-LARGE 5.00 X 0 0 0 BRUCE JOHNSON MEMBER-AT-LARGE 5.00 X 0 0 0 DALE JOHNSON MEMBER-AT-LARGE 5.00 X 0 0 0 SARAH KIM MEMBER-AT-LARGE 5.00 X 0 0 0 JOSEPH LIU MEMBER-AT-LARGE 5.00 X 0 0 0 DAN LOGAN MEMBER-AT-LARGE 5.00 X 0 0 0 CLARK MADIGAN MEMBER-AT-LARGE 5.00 X 0 0 0 CATRIONA MACDONALD MCCORMACK MEMBER-AT-LARGE 5.00 X 0 0 0 DAVID WALES MEMBER-AT-LARGE 5.00 X 0 0 0 JEFFREY R SINDLER HEAD OF SCHOOL 40.00 X 250584 0 46118 KATHY MILLER DIRECTOR OF FINANCE 40.00 X 81155 0 10425 KARI CAFEO ASSISTANT HEAD OF SCHOOL 40.00 X 147035 0 16472 478774 0 73015 2 0 1 0 SCOTT-LONG CONSTRUCTION INC 14170 NEWBROOK DRIVE 100 CHANTILLY VA 20151 CONSTRUCTION 1095118 TURNER BROOKS ARCHITECT 319 PECK STREET NEW HAVEN CT 06513 DESIGN/ARCHITECTURAL SERVICES 143874 2 363 91999 1310621 304187 1402983 TUITION 900099 7608795 7608795 SUMMER PROGRAM FEES 900099 1118112 1118112 CAPITAL MAINT. FEES 900099 218000 218000 8944907 49124 49124 103776 91999 58161 45615 45615 RENTAL INCOME 900099 14986 14986 MISCELLANEOUS INCOME 900099 10217 10217 25203 10467832 8944907 0 119942 1017114 1017114 428892 428892 4364352 3565599 570843 227910 207037 170808 25040 11189 420554 365550 35862 19142 353556 278354 57905 17297 2180 2180 40500 40500 27355 27355 9503 9503 268520 235255 29167 4098 54848 34747 20101 747035 476293 252660 18082 47221 9060 24088 14073 190202 152789 37413 3211 1128 770 1313 12707 12707 357665 354250 3415 98494 98494 INSTRUCTIONAL 123946 123946 BAD DEBT 114577 114577 CRI EXPENSE 100336 100336 FIELD TRIPS 54704 54704 162947 92865 64958 5124 9207456 6932462 1929411 345583 1877146 2382947 634334 544761 302329 828256 83851 138382 20000 322213 217023 11759840 4445769 6024725 7314071 109843 193553 2193984 2269868 85239 77634 11653664 13966495 572806 635086 3302156 3435043 1825833 2652003 5700795 6722132 X 4432324 5035720 869836 1524994 650709 683649 5952869 7244363 11653664 13966495 1260376 31118 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2308344 32940 75884 2417168 2002663 5358 300323 2308344 1793410 2575 206678 2002663 1745679 2865 44866 1793410 1519670 7621 218388 1745679 0.55800 0.28280 0.15920 0 0 498276 498276 10667247 4163862 6503385 594317 281907 312410 7314071 MULTI-STRATEGY BOND FUND 976346 F MULTI-STRATEGY EQUITY FUND 1293522 F 2269868 X 10557111 31118 58161 89279 10467832 0 10467832 9265617 58161 58161 9207456 0 9207456 PART V, LINE 4: PART V: 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 UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2015 AND 2014, 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 58,161. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 58,161. 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 27355 -27355 27355 -27355 VA AUCTION 170368 91999 78369 2475 46030 FALL FAIR 25407 0 25407 9656 195775 91999 103776 2475 55686 58161 45615 1 FINANCIAL AID 56 850371 FMV FINANCIAL AID & SUMMER CAMP TUITION REMISSIONS 13 166743 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 0 0 0 0 0 0 0 0 0 JEFFREY R SINDLER HEAD OF SCHOOL 230584 0 20000 0 0 0 13835 0 32283 0 296702 0 0 0 KARI CAFEO ASSISTANT HEAD OF SCHOOL 147035 0 0 0 0 0 8822 0 7650 0 163507 0 0 0 CHILD OF JEFFREY SINDLER OFFICER, HEAD OF SCHOOL 24724 TUITION ASSISTANCE REDUCE COST OF ATTENDANCE FOR CHILDREN X 18992 FMV X 6 285195 FMV 0 0 0 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 11 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 15 THE SCHOOL REVIEWS NAIS (NATIONAL INDEPENDENT SCHOOL ASSOCIATION), VAIS (VA INDEPENDENT SCHOOLS ASSOCIATION), AND IE (LOCAL GREATER WASHINGTON, DC SCHOOLS) DATA TO BENCHMARK COMPENSATION. 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.