2014-02-04T11:24:27-06:00 2013-07-31 990 2012-08-01 590637814 Bolles School BOLL 9047339292 7400 San Jose Blvd Jacksonville FL 32217 Mr Brian E M Johnson 9047339292 2014-02-04 2012 2015-11-30 17:44:51Z Mr Bradley R Johnson 7400 San Jose Blvd Jacksonville FL 32217 48997388 0 X www.Bolles.org X 1936 FL Bolles is a private college preparatory school with an international reputation for excellence. 28 26 453 131 0 0 1924724 2177866 28802486 29329797 877982 832002 418312 2048857 32023504 34388522 316135 522640 0 0 16476135 17099000 0 0 1631806 14471075 15839842 31263345 33461482 760159 927040 76444421 79298274 34801599 35129645 41642822 44168629 X The Bolles School prepares students for college and life by inspiring achievement, integrity, confidence, and compassion in an academic community dedicated to nurturing mind, body and soul.Accordingly, Bolles provides an unequaled breadth of opportunities and experiences which enable every student to optimize his or her unique interests, abilities, and talents. 0 0 27110833 522640 30168935 The Bolles School is a private college preparatory school with an international reputation for excellence. Located in Jacksonville, Florida, the school enrolls more than 1,700 boarding and day students in pre-kindergarten through grade 12 on four campuses. Bolles focuses on a complete education that emphasizes excellence in academics, the arts, athletics and other activities like clubs and community service. Students can pursue their interests and learn to balance a rich variety of activities. Our rigorous programs prepare students for future success, and 100 percent of our graduating seniors go on to college. Our students also learn the importance of self-discipline, respect, personal responsibility and compassion. These values, outlined in the Bolles Honor Code, are vital to campus life. 27110833 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 52 0 1 453 1 0 0 0 0 0 0 0 0 0 0 X 28 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Nancy Greene 9042565068 7400 San Jose Blvd Jacksonville FL 32217 William B Lynch 4.00 X 0 0 0 Ellen Fitzsimmons-Rogowski 2.00 X 0 0 0 C Daniel Rice 2.00 X 0 0 0 R Paul Bent 1.00 X 0 0 0 Gray A Camp 1.00 X 0 0 0 Bruce A Chappell 1.00 X 0 0 0 Gary D Condron 1.00 X 0 0 0 Jonathan Dixon III 1.00 X 0 0 0 Richard R Dostie 1.00 X 0 0 0 Fred D Franklin Jr 1.00 X 0 0 0 David Gonino 1.00 X 0 0 0 Wendy Hamilton 1.00 X 0 0 0 April Harrell-Devine 1.00 X 0 0 0 Clarence H Houston 1.00 X 0 0 0 Bradley R Johnson 1.00 X 0 0 0 J Malcolm Jones Jr 1.00 X 0 0 0 Eugene W McGrane Jr 1.00 X 0 0 0 Rodney McLauchlan 1.00 X 0 0 0 Katherine S Newton 1.00 X 0 0 0 Jeffrey L Parker 1.00 X 0 0 0 Drew W Prusiecki 1.00 X 0 0 0 Sanjay Swani 1.00 X 0 0 0 William Varn III 1.00 X 0 0 0 C Alan Verlander Jr 1.00 X 0 0 0 W Blake Wilson Sr 1.00 X 0 0 0 Lisha S Wise 1.00 X 0 0 0 Charles E Wyckoff 1.00 X 0 0 0 John E Trainer Jr 40.00 X 330612 0 31418 Brian E M Johnson 40.00 X X 153317 0 22334 Nancy N Greene 40.00 X 146048 0 36494 Robert Wenzel 40.00 X 150870 0 26822 Scott Smith 40.00 X 136797 0 36064 Bradford Reed 40.00 X 111777 0 29316 Wayne Belger 40.00 X 103712 0 18846 Sergio Lopez Miro 40.00 X 106573 0 22623 1239706 0 223917 8 0 1 0 0 2177866 141440 2177866 Tuition Income 611600 27644317 27644317 Other Student Services 611600 1326703 1326703 Summer Programs 611600 195497 195497 Facilities Fees 611600 163280 163280 29329797 231522 231522 1255210 74117 1181093 1181093 1181093 14604363 14003883 600480 600480 600480 47920 19294 28626 28626 540728 511572 29156 29156 Other Revenue 611600 809982 809982 809982 34388522 30168935 0 2041721 522640 522640 499544 499544 46732 46732 12970344 10539936 2046968 383440 1052266 820557 198247 33462 1455994 1135384 274309 46301 1074120 837599 202364 34157 16120 16120 44113 44113 100708 100708 462511 462511 436203 119804 14074 302325 393739 374840 15513 3386 5015837 4757388 215473 42976 871535 715658 87679 68198 406148 386653 16002 3493 3957612 3767647 155930 34035 Student Activities/Meal 870514 870514 Other Student Services 705714 705714 Academic Expense 593374 593374 Auxiliary/Summer Progra 585209 585209 1380505 377916 831799 170790 33461482 27110833 4718843 1631806 12220264 15401237 425139 424284 162309 279585 2089334 1238232 236356 207290 1126807 858678 79891636 43304535 35523078 36587101 24661134 24301867 76444421 79298274 1268307 2202476 22782699 22971414 9608694 9402135 1141899 553620 34801599 35129645 X 30884381 32103451 2500545 3647517 8257896 8417661 41642822 44168629 76444421 79298274 927040 1023257 575510 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11632159 207622 1419259 -557963 12701077 12098036 184996 -134290 -516583 11632159 10854469 32330 1820793 -609556 12098036 9874820 412622 991136 -424109 10854469 11360993 89760 -1433933 142000 9874820 0.09970 0.66270 0.23760 0 0 3910936 3910936 60661389 31570514 29090875 10277144 8544068 1733076 5042167 3189953 1852214 36587101 Derivative Instrument 553620 553620 35916054 1023257 604983 1628240 34287814 100708 100708 34388522 33390249 29475 29475 33360774 100708 100708 33461482 Description of Intended Use of Endowment Funds: Part V, Line 4: The Bolles School endowment is established for a variety of purposes including operational expenses and scholarships for students. Part XI, Line 2d - Other Adjustments: Bookstore Expenses 511,572. Fundraising Expenses 19,294. Rental Expenses 74,117. Part XII, Line 2d - Other Adjustments: Bookstore Expense 511,572. Fundraising Expenses 19,296. Rental Expense 74,117. GIK Expense 12,769. Derivative -588,279. Schedule D, Part X, Line 2 Fin 48 (ASC 740): The Bolles School evaluates its tax positions for any uncertainties based on the technical merits of the position taken in accordance with authoritative guidance. The School recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be upheld on examination by taxing authorities. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 The Bolles School prints a non-discriminatory statement on all publications, including admissions pamphlets that are sent to prospective students. Parents Association 47920 47920 16000 3294 47920 47920 16000 3294 19294 28626 1 Scholarships and Financial Assistance 522640 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Need-based financial assistance to various students. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 John E Trainer Jr 330612 0 0 0 0 0 9625 0 21793 0 362030 0 0 0 Brian E M Johnson 153317 0 0 0 0 0 7083 0 15251 0 175651 0 0 0 Nancy N Greene 146048 0 0 0 0 0 14219 0 22275 0 182542 0 0 0 Robert Wenzel 150870 0 0 0 0 0 14583 0 12239 0 177692 0 0 0 Scott Smith 136797 0 0 0 0 0 13803 0 22261 0 172861 0 0 0 Part I, Line 1a John E. Trainer, Jr is the only employee who receives a housing allowance. A Jacksonville Economic Development Commission 596000344 2011-07-01 10000000 Refinance & Finance Educational Faculty 0 1 0 A 8622755 10000000 200000 1177245 2011 0 0 0 1 A 0 0 0 0 0 0 0 A 1 1 1 BBVA Compass 11.000000000000 0 0 0 0 0 Susan L Menaged Sister-in-Law of Trustee 46732 W2 Wage 0 X 1 3200 Fair Market Value X 260 Fair Market Value X 18255 Fair Market Value X 12 79994 Fair Market Value X Gym Equipment 2 7808 Fair Market Value X Classroom Renovations 1 27023 Fair Market Value X Sports Equip. 1 4900 Fair Market Value 1 0 0 0 Form 990, Part VI, Section B, line 11 The 990 is reviewed and presented to the Audit Committee by our outside CPA firm, the Audit Committee Chair then presents it to the Board for final approval. A copy is available to all voting board members using a secure web portal. Form 990, Part VI, Section B, line 12c Board of Trustee members sign a conflict of interest statement every fiscal year. The interest statement is maintained and filed with the Executive Assistant of The Bolles School. Pursuant to this policy, each such member will recuse him/herself from voting on any issue for which a conflict for themselves or their family. Form 990, Part VI, Section B, line 15 Total compensation is determined by either the President, Board of Trustees, or the Associate Head/Finance based on market value information provided by similarly situated private schools (NAIS is used as a source), demographic regional salaries along with such factors as budget considerations, allowances of a non-profit institution, experience, education, and difficulty in placing position. This process was last completed in 2012. Form 990, Part VI, Section C, line 19 Governing documents, financial statements, and the conflict of interest policy are available to the public by request. Form 990, Part XII, Line 2c The process has not changed from the prior year