2015-11-30T09:50:43-06:00 2015-06-30 135381590 BDO USA LLP 1665 ELK BOULEVARD DES PLAINES IL 600164776 990 2014-07-01 201770644 BAKER DEMONSTRATION SCHOOL INC BAKE 8474255800 201 SHERIDAN RD WILMETTE IL 60091 DANIEL SCHWARTZ HEAD OF SCHOOL 8474255800 2015-11-17 1 DIRK AHLBECK P00237637 8478244000 2015-11-17 2014 2016-03-07 17:11:31Z DANIEL SCHWARTZ 201 SHERIDAN RD WILMETTE IL 60091 7236931 0 X WWW.BAKERDEMSCHOOL.ORG X 2004 IL BAKER IS AN ELEMENTARY SCHOOL THAT CHAMPIONS AN EXEMPLARY PROGRESSIVE EDUCATION. SEE PART III. 17 16 125 17 0 0 1034309 887776 6435693 6256305 2800 5584 -561 9320 7472241 7158985 1163623 1087315 0 0 4167513 4019135 0 0 215553 2008803 1868525 7339939 6974975 132302 184010 12436337 13130397 11006645 11509424 1429692 1620973 X TO CHAMPION AN EXEMPLARY PROGRESSIVE EDUCATION, WHICH CULTIVATES AN INTRINSIC MOTIVATION TO LEARN, VALUES DIFFERENCES, NURTURES THE WHOLE PERSON, AND ENCOURAGES COURAGEOUS CHOICES. BAKER WILL BE WIDELY RECOGNIZED AS THE LEADING PROGRESSIVE SCHOOL IN THE GREATER CHICAGO AREA THAT GRADUATES STUDENTS WHO LOVE TO LEARN, CHERISH THE JOURNEY AND SERVE THE WORLD. 0 0 5881708 1087315 6256305 DAY AND SUMMER ELEMENTARY EDUCATION THROUGH A RESEARCH-BASED CURRICULUM THAT PROMOTES ACADEMIC EXCELLENCE. THERE WERE APPROXIMATELY 356 STUDENTS DURING THE SCHOOL YEAR AND 281 DURING SUMMER SCHOOL. 5881708 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 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 36 0 125 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IL X GARY GRAN 8474255817 201 SHERIDAN ROAD WILMETTE IL 60091 LILLIAN CUMMINS DIRECTOR 3.00 X 0 0 0 JONATHAN COWAN TREASURER/DIRECTOR 3.00 X X 0 0 0 TAMMY HO DIRECTOR 3.00 X 0 0 0 MELANIE DOMER DIRECTOR 3.00 X 0 0 0 CAROL GOLDER VICE PRESIDENT/DIRECTOR 3.00 X X 0 0 0 LETITIA MANN DIRECTOR 3.00 X 0 0 0 JAY ROBINSON DIRECTOR 3.00 X 0 0 0 MATT ROONEY SECRETARY/DIRECTOR 3.00 X X 0 0 0 STACEY EMPSON DIRECTOR 3.00 X 0 0 0 IAN KOPELMAN DIRECTOR 3.00 X 0 0 0 VIVIAN HANSON DIRECTOR 3.00 X 0 0 0 PAULA SCHOLL DIRECTOR 3.00 X 0 0 0 RALPH WALSH PRESIDENT/DIRECTOR 3.00 X X 0 0 0 MICHAEL DOORNWEERD DIRECTOR 3.00 X 0 0 0 CHARIS IRVING DIRECTOR 3.00 X 0 0 0 ADE PATTON DIRECTOR 3.00 X 0 0 0 JOSEPH SPIEGLER DIRECTOR 3.00 X 0 0 0 DANIEL SCHWARTZ HEAD OF SCHOOL 40.00 X 193763 0 3877 ARONA PUTTRICH DIRECTOR OF FINANCE & OPER 40.00 X 103999 0 2300 297762 0 6177 2 0 1 0 0 95048 792728 47459 887776 TUITION 611600 5558403 5558403 EXTENDED CARE 611600 275640 275640 SUMMER TUITION 611600 272416 272416 OTHER PROGRAM FEES 611600 110022 110022 APPLICATION FEES 611600 39824 39824 6256305 3822 3822 25962 24200 1762 1762 1762 55875 95048 53746 2129 2129 2250 0 2250 2250 MISCELLANEOUS 900099 4941 4941 4941 7158985 6256305 0 14904 1087315 1087315 332479 154602 157928 19949 3174424 2788306 260240 125878 263254 232889 21975 8390 248978 210985 28135 9858 17497 17497 73109 73109 66181 40528 8292 17361 80687 80421 266 113533 79109 19679 14745 57555 38467 18409 679 130042 110535 17556 1951 9553 8069 1484 304718 259010 41137 4571 255319 217022 34468 3829 42378 35939 5513 926 REPAIRS AND MAINTENANCE 341538 275105 61578 4855 EDUCATIONAL EXPENSE 310996 292952 18044 BAD DEBT EXPENSE 30342 30342 TRAINING & DEVELOPMENT 17696 17696 17381 10906 5664 811 6974975 5881708 877714 215553 170528 179973 470927 848937 18417 170084 2616847 2818741 70026 141472 10613194 2037373 8640831 8575821 263541 273037 107240 102352 77980 19980 12436337 13130397 416085 410481 4357634 4891602 6189932 6028567 42994 178774 11006645 11509424 X 1149989 1141502 279703 479471 1429692 1620973 12436337 13130397 184010 -2729 10000 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2708458 2708458 7624729 1773329 5851400 280007 264044 15963 8575821 X 6124787 -2729 10000 -1087315 -1080044 7204831 -45846 -45846 7158985 5933506 45846 45846 5887660 1087315 1087315 6974975 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER IRC SECTION 509(A). THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE 2012 THROUGH THE CURRENT YEAR. IN EVALUATING THE ORGANIZATION'S ACTIVITIES, MANAGEMENT BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS BASED ON CURRENT FACTS AND CIRCUMSTANCES AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS TAKEN RELATED TO RECORDING INCOME TAXES. IN THE OPINION OF MANAGEMENT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF THE ORGANIZATION AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF THE ORGANIZATION TO INCLUDE IN MANAGEMENT AND GENERAL EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN MANAGEMENT AND GENERAL EXPENSES FOR THE YEAR ENDED JUNE 30, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: QUALIFIED FINANCIAL ASSISTANCE -819,880. TUITION WAIVERS -267,435. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -45,846. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 45,846. PART XII, LINE 4B - OTHER ADJUSTMENTS: QUALIFIED FINANCIAL ASSISTANCE 819,880. TUITION WAIVERS 267,435. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 YES, THE ORGANIZATION'S RACIAL NONDISCRIMATORY POLICY IS STATED WITHIN VARIOUS NEWSPAPERS IN THE COMMUNITIES IT SERVES, INCLUDING FOREIGN LANGUAGE PAPERS AS WELL AS ON ITS WEBSITE. ANNUAL BENEFIT 121265 65390 55875 13535 30057 5K RUN 23450 23450 7772 1 6208 6208 2382 150923 95048 55875 13535 40211 53746 2129 1 TUITION WAIVERS 14 267435 QUALIFIED FINANCIAL ASSISTANCE 98 819880 PART I, LINE 2 THE ORGANIZATION'S ASSISTANCE IS BASED ON FINANCIAL NEED. A LETTER IS SENT TO THE RECIPIENT NOTIFYING THEM OF THE AMOUNT GRANTED. THE GRANTS ARE ALL FOR QUALIFIED FINANCIAL ASSISTANCE AND TUITION WAIVERS AND ARE APPLIED AS CREDITS TOWARDS THE RECIPIENT'S TUITION. X X X X X 0 0 0 0 0 0 0 0 0 DANIEL SCHWARTZ HEAD OF SCHOOL 193763 0 0 0 0 0 3877 0 0 0 197640 0 0 0 A ILLINOIS FINANCE AUTHORITY 861091967 NONEAVAIL 2006-05-17 7000000 ACQUISITION & CONSTRUCTION 0 0 0 A 6028567 146624 6853376 0 0 1 1 A 0 0 0 0 1 0 1 A 0 0 0 0 0 0 0 0 0 A 0 X 4587 FAIR MARKET VALUE X 3 20519 FAIR MARKET VALUE X AUCTION ITEMS 6 7900 FAIR MARKET VALUE X OFFICE SUPPLIES 9 7853 FAIR MARKET VALUE X EVENT TICKETS 3 5100 FAIR MARKET VALUE X MEMBERSHIP 1 1500 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS RECEIVED, IN ACCORDANCE WITH THE ORGANIZATION'S RECORDKEEPING. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 (EXCLUDING SCHEDULE B NAMES OF DONORS) IS MADE AVAILABLE TO THE FINANCE COMMITTEE BEFORE FILING AND IS APPROVED BY THE BOARD OF DIRECTORS. QUESTIONS OR CONCERNS THAT ANY MEMBER OF THE FINANCE COMMITTEE HAVE ARE DIRECTED TO THE ACCOUNTANT AND ARE ADDRESSED BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY ASKING EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE AND MEMBERS OF ADMINISTRATION TO ANNUALLY SIGN THE POLICY. IF A POTENTIAL CONFLICT OF INTEREST ARISES, IT IS DISCLOSED TO THE BOARD OF DIRECTORS. IF IT IS DEEMED A CONFLICT, THE INDIVIDUAL SHALL NOT BE INVOVLED DURING ANY RELATED DISCUSSIONS ON THE MATTER. THE MINUTES OF ALL ACTIONS TAKEN ON SUCH MATTERS CLEARLY REFLECT THE CONTEXT OF SUCH SITUATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPOINTED A COMMITTEE TO HIRE THE HEAD OF SCHOOL. THE COMMITTEE USED DATA FROM KNOWLEDGEABLE CONSULTANTS, BENCHMARKING SURVEYS (NAIS) AND INDUSTRY CONTACTS TO DETERMINE REASONABLE SALARY. THE APPROVAL OF THE SALARY IS DOCUMENTED IN THE HEAD OF SCHOOL'S CONTRACT. THE LAST REVIEW WAS DONE IN MARCH 2015. THE BOARD OF DIRECTORS APPOINTED A COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL OF THE DIRECTOR OF FINANCE'S SALARY. THE COMMITTEE USED DATA FROM NATIONAL BUSINESS OFFICERS ASSOCIATION, BENCHMARKING SURVEYS (NAIS) AND OTHER SALARY BENCHMARKING TOOLS TO DETERMINE REASONABLE SALARY. THE APPROVAL OF THE SALARY IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS DONE IN JANUARY 2015. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES MAKE ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.