2013-02-08T15:46:39-06:00 2012-07-31 363990892 Capin Crouse LLP 972 Emerson Parkway-Ste A Greenwood IN 46143 990 2011-08-01 590637814 Bolles School BOLL 9047339292 7400 San Jose Blvd Jacksonville FL 32217 Mr Brian E M Johnson 9047339292 2013-02-08 1 Dave Moja P00747006 3178852620 2011 2016-02-25 16:41:14Z Mr Brian E M Johnson 7400 San Jose Blvd Jacksonville FL 32217 40512944 0 X www.Bolles.org X 1936 FL Bolles is a private college preparatory school with an international reputation for excellence. 28 26 448 131 0 0 1201401 1924724 18338105 28802486 565081 877982 335646 418312 20440233 32023504 403323 316135 0 0 11434319 16476135 0 0 1665715 9435044 14471075 21272686 31263345 -832453 760159 59104897 76444421 25553068 34801599 33551829 41642822 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 24755049 316135 29087017 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. 24755049 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 42 0 448 0 0 0 0 0 0 0 0 0 X 28 26 1 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 Rodney McLauchlan 4.00 X 0 0 0 William B Lynch 2.00 X 0 0 0 Ellen Fitzsimmons-Rogowski 2.00 X 0 0 0 R Paul Bent 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 Judson Graves 1.00 X 0 0 0 April Harrell-Devine 1.00 X 0 0 0 Clarence H Houston Jr 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 Lewis S Lee Jr 1.00 X 0 0 0 Eugene W McGrane Jr 1.00 X 0 0 0 Katherine S Newton 1.00 X 0 0 0 Jeffrey L Parker 1.00 X 0 0 0 C Daniel Rice 1.00 X 0 0 0 Sanjay Swani 1.00 X 0 0 0 George W Varn Jr 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 Dr John E Trainer 40.00 X X 757354 0 48112 Brian E M Johnson 40.00 X X 0 0 0 Nancy N Greene 40.00 X 141194 0 17059 Charles Rogers 40.00 X 171667 0 13373 Robert Wenzel 40.00 X 146106 0 20562 Scott Smith 40.00 X 124832 0 19524 Bradford Reed 40.00 X 110181 0 17436 Sergio Lopez Miro 40.00 X 106029 0 16425 1557363 0 152491 9 0 1 0 0 1924724 212133 1924724 Net Tuition Income 611600 27095346 27095346 Summer Programs 611600 814021 814021 Other Student Services 611600 747668 747668 Facilities Fees 611600 145451 145451 28802486 523588 523588 117252 54683 62569 62569 62569 8302210 7947816 354394 354394 354394 118575 47363 71212 71212 462034 439578 22456 22456 Other Revenue 611600 262075 262075 262075 32023504 29087017 0 1011763 316135 316135 666012 666012 36943 36943 12325640 9319782 2613960 391898 1053630 753696 265253 34681 1388560 993283 349572 45705 1005350 719160 253099 33091 49406 49406 39930 39930 657538 657538 703629 680410 19068 4151 274315 265263 7434 1618 5804343 5612799 157298 34246 532429 486830 45599 156168 156168 3624056 3504462 98212 21382 Summer Programs 532753 532753 Academic Expense 524418 524418 Athletic Expense 358866 358866 Restricted Gift Expense 320229 320229 892995 531024 277738 84233 31263345 24755049 4842581 1665715 14840236 12220264 652081 425139 288368 162309 2860020 2089334 171805 236356 835448 1126807 75021350 39498272 17645854 35523078 21811085 24661134 59104897 76444421 1150772 1268307 14011186 22782699 9984743 9608694 406367 1141899 25553068 34801599 X 22162663 30884381 3243590 2500545 8145576 8257896 33551829 41642822 59104897 76444421 X 760159 7330834 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12098036 184996 -134290 -516583 11632159 10854469 32330 1820793 -609556 12098036 9874820 412622 991136 -424109 10854469 11360993 89760 -1433933 142000 9874820 0.08910 0.19710 0.71380 0 0 3910936 3910936 56367987 28514859 27853128 9249541 7914330 1335211 5492886 3069083 2423803 35523078 Derivative Instrument 1141899 1141899 32023504 31263345 760159 7330834 7330834 8090993 31777133 -787995 541624 -246371 32023504 0 32023504 32540502 1277157 1277157 31263345 0 31263345 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 XII, Line 2d - Other Adjustments: Bookstore Expenses 439,578. Fundraising Expenses 47,363. Rental Expenses 54,683. Part XIII, Line 2d - Other Adjustments: Bookstore Expense 439,578. Fundraising Expenses 47,363. Rental Expense 54,683. Derivative Adjustment 735,533. Schedule D, Part 10, 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. On March 31, 2012, Bartram Campus Bolles, Inc (EIN 59-0624365) and Bolles/Ponte Vedra, Inc. (EIN 59-2503766) were merged into Bolles School, Inc. (EIN 59-0637814). All three have been shown as related organizations on Schedule R (Form 990) for the past several years. Historically, Bolles/Ponte Vedra, Inc. (EIN 59-2503766), Bartram Campus Bolles, Inc (EIN 59-0624365), and Bolles School, Inc. have been included in consolidated audited financial statements on an annual basis at July 31 the common year-end for all three organizations. The information included in this Form 990 represents amounts for the consolidated entity, Bolles School, Inc. for the year ending July 31, 2012. 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 prosspective studetns. Parents Association 42815 42815 16400 1415 Golf Tournament 75760 75760 29548 118575 118575 16400 30963 47363 71212 0 Scholarships and Financial Assistance 316135 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 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Dr John E Trainer 432553 0 0 0 324801 0 41500 0 6612 0 805466 0 0 0 Nancy N Greene 136194 0 5000 0 0 0 10750 0 6309 0 158253 0 0 0 Charles Rogers 91667 0 50000 0 30000 0 7389 0 5984 0 185040 0 0 0 Robert Wenzel 146106 0 0 0 0 0 14160 0 6402 0 166668 0 0 0 Part I, Line 1a John E. Trainer, Jr. is the only employee who receives housing allownace. Nancy Greene, Robert Wenzel, Scott Smith, Bradford Reed and John E. Trainer, Jr. have health or social club dues. Supplemental Information Part III Dr. John E. Trainer retired from service as President of Bolles School, Inc. on July 31, 2012. His compensation, as shown in this return, was higher than in prior years due to two factors: a one-time bonus, and a substantial payment from a section 457 deferred compensation plan at the time of his retirement. Jacksonville Economic Development Commission 596000344 2011-07-01 10000000 Refinance & Finance Educational Faculty 0 1 0 8622755 10000000 200000 1177245 2011 0 0 0 0 0 0 0 0 1 1 1 1 BBVA Compass 11.000000000000 0 0 0 0 0 Various Tuition Remission 17550 Susan L Menaged Sister-in-Law of Trustee 10561 W2 Wage 0 X 1400 Fair Market Value X 41725 Fair Market Value X 9 28935 Fair Market Value X Accounting Services 1 15000 Fair Market Value X HVAC Services 1 10397 Fair Market Value X Gym Equipment 2 1850 Fair Market Value X Classroom Renovations 1 112829 Fair Market Value 0 0 0 Form 990, Part I, Lines 8-22: Amounts in the 'Current Year' column include consolidated amounts for the twelve months ended July 31, 2012 following a merger with two related entities at March 31, 2012. Form 990, Part VI, Section A, line 2 Jeffrey L. Parker and Susan L. Menaged - Family Relationship Form 990, Part VI, Section B, line 11 A copy of the 990 was provided to each voting board member at a recent board meeting. Prior to the filing date of the 990, the Finance Comittee reviewed and approved the 990. Form 990, Part VI, Section B, line 12c Board of Trustee members sign a conflict of interest statement every fiscal year. 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. 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. The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed since the prior year. Form 990, Part XI, Line 5: On March 31, 2012, Bartram Campus Bolles, Inc (EIN 59-0624365) and Bolles/Ponte Vedra, Inc. (EIN 59-2503766) were merged into Bolles School, Inc. (EIN 59-0637814). All three have been shown as related organizations on Schedule R (Form 990) for the past several years. Historically, Bolles/Ponte Vedra, Inc. (EIN 59-2503766), Bartram Campus Bolles, Inc (EIN 59-0624365), and Bolles School, Inc. have been included in consolidated audited financial statements on an annual basis at July 31 - the common year-end for all three organizations. The information included in this Form 990 represents amounts for the consolidated entity, Bolles School, Inc. for the year ending July 31, 2012.