2016-04-22T14:04:21-05:00 2015-06-30 232108173 REINSEL KUNTZ LESHER LLP PO BOX 8408 LANCASTER PA 176048408 990 2014-07-01 231352656 LINDEN HALL SCHOOL FOR GIRLS LIND 7176268512 212 EAST MAIN STREET LITITZ PA 17543 JAMES T ROLAND TREASURER 7176268512 2016-04-08 1 DOUGLAS BERMAN P01269555 7173945666 2016-03-30 2014 2016-08-17 19:52:53Z MICHAEL WAYLETT 212 EAST MAIN STREET LITITZ PA 17543 9510736 0 X WWW.LINDENHALL.ORG X 1746 PA PRIVATE BOARDING SCHOOL FOR GIRLS IN GRADES 6-12 SERVING APPROXIMATELY 185 STUDENTS, OFFERING BOTH BOARDING AND DAY STUDENT PROGRAMS. 14 14 133 30 0 0 441191 459650 9752639 7844345 192162 207403 47084 77111 10433076 8588509 994210 1315771 0 0 4065891 4598373 0 0 91569 4629752 3888461 9689853 9802605 743223 -1214096 21493700 19306234 4487379 3753723 17006321 15552511 COMMITTED TO EXCELLENCE IN THE EDUCATION OF YOUNG WOMEN. LINDEN HALL PROVIDES A RIGOROUS AND MULTIFACETED COLLEGE PREPATORY EXPERIENCE. 0 0 7553285 1315771 7905499 LINDEN HALL SCHOOL FOR GIRLS PROVIDES AN EXCEPTIONAL EDUCATIONAL EXPERIENCE FOR YOUNG WOMEN. HERE, EACH STUDENT IS NURTURED AND INSPIRED TO REACH HER HIGHEST PERSONAL POTENTIAL. WE ARE A DIVERSE COMMUNITY OF LIFE-LONG LEARNERS, SET IN A STRUCTURED, FAMILY-CENTERED ENVIRONMENT. OUR COMMUNITY VALUES SCHOLARLY ACHIEVEMENT, CHARACTER DEVELOPMENT, CULTURAL AWARENESS, AND PHYSICAL WELLNESS, AS IT STRIVES TO PREPARE YOUNG WOMEN TO ASSUME THE LEADERSHIP ROLES OF THEIR GENERATION. 7553285 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 133 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 7176268512 212 EAST MAIN STREET LITITZ PA 17543 MS MEG MUELLER BOARD CO-CHAIR 3.00 X X 0 0 0 MR DAVID STOUDT BOARD CO-CHAIR 3.00 X X 0 0 0 MR TODD STEWART BOARD SECRETARY 3.00 X X 0 0 0 MR JAMES T ROLAND BOARD TREASURER 3.00 X X 0 0 0 MS EVITA ALLEN MEMBER 1.00 X 0 0 0 MR DAN BENDER MEMBER 1.00 X 0 0 0 MS SALLY GROOME MEMBER 1.00 X 0 0 0 REV DEAN JURGEN MEMBER 1.00 X 0 0 0 MS ANNE LUSK MEMBER 1.00 X 0 0 0 MR CARL MCALOOSE MEMBER 1.00 X 0 0 0 REV RON RICE MEMBER 1.00 X 0 0 0 DR RAMESH SACHDEVA MEMBER 1.00 X 0 0 0 MR JEFF STURLA MEMBER 1.00 X 0 0 0 DR NITIN K TANNA MEMBER 1.00 X 0 0 0 MS LISA TAYLOR MEMBER 1.00 X 0 0 0 MS DENISE WARFEL MEMBER 1.00 X 0 0 0 MS JOSEPHINE HAUBNER YOCUM MEMBER 1.00 X 0 0 0 DR JAMES C WHITE II HEAD MASTER 40.00 X 232445 0 13565 MS CAROLYN HAPEMAN DIRECTOR OF FINANCE & ADMIN 40.00 X 111417 0 14530 MS JENNIFER SILBERT INTERIM SENIOR ADMINISTRATOR 40.00 X 97500 0 0 441362 0 28095 2 0 1 0 PBR DINING SERVICESINC 145 PENNINGDON DRIVE LANDISVILLE PA 17538 DINING & CATERING 683529 BENCHMARK CONSTRUCTION COMPANY 4121 OREGON PIKE PO BOX 806 BROWNSTOWN PA 17508 CONSTRUCTION 468538 MOSTELLER & ASSOCIATES 2433 MORGANTOWN ROAD SUITE 100 READING PA 19607 HUMAN RESOURCES CONSULTING 152469 SODEXO INC AND AFFILIATES PO BOX 36170 PITTSBURGH PA 152516170 BUILDINGS & GROUNDS SERVICE 119152 4 459650 459650 TUITION AND FEES 611110 7797941 7797941 CAMP INCOME 611110 46404 46404 7844345 41931 41931 15957 0 15957 15957 15957 1083799 3900 922227 0 161572 3900 165472 165472 MISCELLANEOUS 900099 61154 61154 61154 8588509 7905499 0 223360 6250 6250 1206731 1206731 102790 102790 474215 123709 345559 4947 3138979 3071898 67081 253044 253044 470315 369549 81225 19541 261820 261820 120690 120690 22686 22686 13362 13362 517350 228535 288815 138267 138267 270589 41519 229070 577975 577975 103272 31592 71680 25728 3127 22601 602163 602163 133910 133910 INSTRUCTIONAL EXPENSES 1182199 1052114 130085 BAD DEBT 78716 78716 COMMUNICATIONS 49282 33 49249 EQUIPMENT RENTAL 37529 7080 30449 14743 2893 11850 9802605 7553285 2157751 91569 6700617 4163434 89829 28750 46374 16609 79890 71079 19301844 6945110 11882167 12356734 2530458 2512724 164365 156904 21493700 19306234 609349 574645 3678384 3052662 199646 126416 4487379 3753723 X 14163686 12831828 151129 53750 2691506 2666933 17006321 15552511 21493700 19306234 X -1214096 -145253 -94461 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2691506 25000 51418 87622 13369 2666933 2312009 25000 435550 68308 12745 2691506 2084187 234842 127020 2312009 2179247 -31470 63590 2084187 2152588 99158 72499 2179247 0.00000 1.00000 0.00000 0 0 43236 43236 17112107 5712025 11400082 1667938 1056206 611732 478563 176879 301684 12356734 CLASS AND CLUB FUNDS 126416 126416 X 7025912 -145253 -145253 7171165 1417344 1417344 8588509 8479722 0 8479722 1322883 1322883 9802605 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR AWARDING SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ORGANIZATION INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSES 1,309,521. FULTON INVESTMENT FEES 13,362. CHANGE IN PERPETUAL TRUSTS 6,839. CHANGE IN ENDOWMENTS 87,622. PART XII, LINE 4B - OTHER ADJUSTMENTS: FULTON INVESTMENT FEES 13,362. FINANCIAL AID EXPENSES 1,309,521. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 IT IS LISTED ON THE ORGANIZATION'S WEBSITE IN THE ADMISSION AREA AND IS ALSO STATED ON THE APPLICATION FOR ENROLLMENT. 1 0 0 0 0 0 0 0 0 0 FINANCIAL AID SCHOLARSHIPS EAST ASIA - SOUTH KOREA, THAILAND 4 69000 FINANCIAL AID SCHOLARSHIPS FAIR MARKET VALUE FINANCIAL AID SCHOLARSHIPS SOUTH ASIA - BHUTAN 1 33790 FINANCIAL AID SCHOLARSHIP FAIR MARKET VALUE 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS OF THE SCHOLARSHIPS AND FINANCIAL AID THAT ARE AWARDED EACH YEAR. ALL OF THE AWARD NOTIFICATIONS ARE GENERATED BY THE ADMISSION OFFICE. ANY AWARDS ACCEPTED ARE RECORDED BY THE BUSINESS OFFICE SO THAT THESE AWARDS ARE REFLECTED ON THE STUDENT'S STATEMENTS. ALL GRANTS, FINANCIAL AID, OR SCHOLARSHIPS ARE CREDITED DIRECTLY BY THE ORGANIZATION AGAINST THE STUDENT'S TUITION ACCOUNT TO REDUCE THE AMOUNTS DUE FOR THAT PERIOD. NO ACTUAL CASH IS EXCHANGED. SCHOLARSHIP AWARDS ARE GRANTED BASED ON ABOVE AVERAGE PERFORMANCE ON CERTAIN ACADEMIC TESTS. SCHOLARSHIP AWARDS GENERALLY RANGE FROM 25% TO 90% OF TUITION, THOUGH IT VARIES EACH YEAR DEPENDING ON THE APPLICATION POOL. 1 FINANCIAL AID SCHOLARSHIPS 110 1206731 FAIR MARKET VALUE FINANCIAL AID SCHOLARSHIPS PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS OF THE SCHOLARSHIPS AND FINANCIAL AID THAT ARE AWARDED EACH YEAR. ALL OF THE AWARD NOTIFICATIONS ARE GENERATED BY THE ADMISSION OFFICE. ANY AWARDS ACCEPTED ARE RECORDED BY THE BUSINESS OFFICE SO THAT THESE AWARDS ARE REFLECTED ON THE STUDENT'S STATEMENTS. ALL GRANTS, FINANCIAL AID, OR SCHOLARSHIPS ARE CREDITED DIRECTLY BY THE ORGANIZATION AGAINST THE STUDENT'S TUITION ACCOUNT TO REDUCE THE AMOUNTS DUE FOR THAT PERIOD. NO ACTUAL CASH IS EXCHANGED. SCHOLARSHIP AWARDS ARE GRANTED BASED ON ABOVE AVERAGE PERFORMANCE ON CERTAIN ACADEMIC TESTS. SCHOLARSHIP AWARDS GENERALLY RANGE FROM 25% TO 90% OF TUITION, THOUGH IT VARIES EACH YEAR DEPENDING ON THE APPLICATION POOL. AS FOR FINANCIAL AID, THE ORGANIZATION REQUIRES EACH FAMILY TO COMPLETE AN APPLICATION THROUGH NAIS SCHOOL AND STUDENT SERVICES. THE SSS EVALUATES A FAMILY'S POTENTIAL CONTRIBUTION TO TUITION. THE FINANCIAL AID COMMITTEE WORKS TO MEET THE DEMONSTRATED NEED OF THE SSS REPORT. THE SSS RECOMMENDATIONS ARE USED AS A GUIDELINE FOR FINANCIAL AID DECISIONS, AS THE ORGANIZATION MUST CONSIDER HOW THE NUMBER OF APPLICATIONS AND THE SIZE OF THE AWARDS WILL AFFECT THE BUDGET. X 1 1 X 1 0 0 0 0 0 0 0 0 DR JAMES C WHITE II HEAD MASTER 163695 0 0 0 68750 0 9625 0 3940 0 246010 0 0 0 PART I, LINE 4A DR. JAY WHITE RECEIVED SEVERANCE OF $68,750 FORM 990, PART VI, SECTION B, LINE 11 COPIES ARE DISTRIBUTED TO THE SCHOOL'S TRUSTEES FOR REVIEW AND THEN DISCUSSION DURING A SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH BOARD MEMBER ON AN ANNUAL BASIS AT LEAST. THE BOARD SECRETARY REVIEWS THE CONFLICT OF INTEREST STATEMENTS PRIOR TO BOARD MEETINGS AT WHICH A VOTE WILL TAKE PLACE IN ORDER TO IDENTIFY KNOWN CONFLICTS. THE BOARD CO-CHAIRS MAKE A VERBAL REQUEST FOR SELF-IDENTIFICATION OF ADDITIONAL CONFLICTS OF INTEREST PRIOR TO DISCUSSION AND VOTING ON ANY ITEMS. ANY MEMBER WITH A CONFLICT OF INTEREST ABSTAINS FROM VOTING ON THAT PARTICULAR ITEM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WORKS WITH OUTSIDE CONSULTANTS TO DETERMINE THE APPROPRIATE COMPENSATION AND BENEFITS FOR THE HEAD OF SCHOOL. COMPARATIVE DATA IS USED IN THIS PROCESS. IN ADDITION, THE PROCESS AND DECISION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS FOR THE PREVIOUS THREE YEARS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PERPETUAL TRUST -6,839. CHANGES IN ENDOWMENTS -87,622. PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.