2014-04-14T14:30:02-05:00 2013-06-30 521511275 Raffa PC 1899 L Street NW Suite 900 Washington DC 20036 990 2012-07-01 540540100 Burgundy Farm Country Day School BURG 7039603431 3700 Burgundy Road Alexandria VA 22303 Jeffrey R Sindler 7039603431 2014-04-14 1 Frank H Smith P00639053 2028225000 2014-04-14 2012 2015-11-30 17:44:51Z Jeffrey R Sindler 3700 Burgundy Road Alexandria VA 22303 9065832 0 X www.burgundyfarm.org X 1946 VA Providing a formal education for grades junior kindergarten through 8th grade. 11 11 241 181 0 0 622441 694788 8093780 8214161 41997 45825 25038 67049 8783256 9021823 926710 977300 0 0 5029656 5973780 0 0 285752 2330862 1952761 8287228 8903841 496028 117982 11817783 11332817 6572596 5808193 5245187 5524624 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 3705295 8004161 Instructional: The School provides a formal quality education for 285 students in junior kindergarten through eighth grade. 1125203 210000 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. 977300 977300 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. 783188 Auxiliary services 783188 6590986 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 241 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X Mary Meehala 7039603431 3700 Burgundy Road Alexandria VA 22303 Holly Sloan 5.00 X X 0 0 0 Jarett Arp 5.00 X X 0 0 0 Patricia Rogers 5.00 X X 0 0 0 Mary Quillan-Helms 5.00 X X 0 0 0 Scott Cullen 5.00 X 0 0 0 Chris Foster 5.00 X 0 0 0 Sheila Gardner 5.00 X 0 0 0 Kathleen Graber 5.00 X 0 0 0 Arkan Haile 5.00 X 0 0 0 Pat Harden 5.00 X 0 0 0 Pam Hunt 5.00 X 0 0 0 Wayne Jonas 5.00 X 0 0 0 Joseph Liu 5.00 X 0 0 0 Dan Logan 5.00 X 0 0 0 Emogene Mitchell 5.00 X 0 0 0 Nancy Piper 5.00 X 0 0 0 Rick Price 5.00 X 0 0 0 Charlie Rawls 5.00 X 0 0 0 John M Thomas 5.00 X 0 0 0 Jon Tuttle 5.00 X 0 0 0 David Wales 5.00 X 0 0 0 Jeffrey R Sindler 40.00 X 217998 0 23176 Mary Mehala 40.00 X 110795 0 11908 Kari Cafeo 40.00 X 104215 0 27580 433008 0 62664 3 0 1 0 0 12614 62971 619203 371187 694788 Tuition 900099 7020261 7020261 Summer program fees 900099 983900 983900 Capital maint. fees 900099 210000 210000 8214161 45825 45825 23250 11414 11836 11836 11836 83165 62971 32595 50570 50570 Other income 900099 4643 4643 4643 9021823 8214161 0 112874 977300 977300 353945 11799 342146 4524483 4188539 154436 181508 319248 243780 58981 16487 417853 340706 62561 14586 358251 272821 68468 16962 21143 21143 52282 52282 299235 108930 185056 5249 45571 14563 31008 147652 8251 134792 4609 77339 50914 26425 270074 21549 248525 4604 1480 2388 736 362267 362267 87294 87294 Supplies 297191 188066 101658 7467 Special events 83931 57317 21021 5593 Instructional 82133 82133 Publications/printing 65384 6400 42538 16446 56661 16438 24114 16109 8903841 6590986 2027103 285752 400 2371253 3825514 831331 195798 89455 73849 79833 60000 40000 256661 277993 10029596 4372748 5659019 5656848 1700636 1900954 45906 85150 11817783 11332817 330794 487256 3362222 3366724 2872125 1953333 7455 880 6572596 5808193 X 3907330 3883734 695081 991539 642776 649351 5245187 5524624 11817783 11332817 117982 161455 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1793410 6575 206678 2006663 1745679 2865 44866 1793410 1519670 7621 218388 1745679 1332996 11760 174914 1519670 1293855 87459 -48318 1332996 0.54690 0.32360 0.12950 0 0 498276 498276 8454926 3580645 4874281 1076394 792103 284291 5656848 Multi-strategy bond fund 909056 F Multi-strategy equity fund 991898 F 1900954 Capital lease obligation 880 880 X 9227287 161455 44009 205464 9021823 0 9021823 8947850 44009 44009 8903841 0 8903841 Description of Intended Use of Endowment Funds: 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. Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The School performed an evaluation of uncertain tax positions for the years ended June 30, 2013 and 2012, 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 32,595. Rental expenses 11,414. Part XII, Line 2d - Other Adjustments: Special event expenses 32,595. Rental expenses 11,414. 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 School published a notice of its nondiscriminatory policy in an ad in the Washington Post as well as in the student/parent handbook. Auction 117980 62971 55009 2600 17661 Fall Fair 28156 0 28156 12334 146136 62971 83165 2600 29995 32595 50570 1 Financial aid 43 822770 FMV Financial aid Tuition remissions 14 154530 FNV Tuition reduction Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 1 1 X X 0 0 0 0 0 0 0 0 0 Jeffrey R Sindler 197998 0 20000 0 0 0 12791 0 10385 0 241174 0 0 0 Part I, Line 1a Jeffrey R. Sindler, Head of School, received $1,000 towards a gym membership. Jeffrey R Sindler Head of School Employment retention guarantee X 80000 40000 0 1 1 40000 X 8 371187 FMV 0 1 1 Third Party Use: Part I, Line 32b: Our non-cash donations, such as donated stock, are held with Communfund Bank which is used to process and sell non-cash contributions. 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 and Operations 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. 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 tax return are available in the main office for public viewing.