2013-05-13T16:59:50-05:00 2012-06-30 581460137 WILLIAMS BENATOR & LIBBY LLP 1040 CROWN POINTE PKWY 400 ATLANTA GA 30338 990 2011-07-01 237089522 THE PAIDEIA SCHOOL INC PAID 4043773491 1509 PONCE DE LEON AVENUE NE ATLANTA GA 30307 NANCY ISOM 4043773491 2013-05-13 1 PETRA ORQUIOLA P01417325 7705120500 2013-05-13 2011 2016-02-25 16:41:14Z PAUL BIANCHI 1509 PONCE DE LEON AVENUE NE ATLANTA GA 30307 21848259 0 X WWW.PAIDEIASCHOOL.ORG X 1970 GA EDUCATION 23 22 291 700 0 0 1284813 2220251 18690632 18676005 17145 9840 861769 839512 20854359 21745608 1945868 1896141 0 0 13485101 14585180 0 0 482106 4679290 4910321 20110259 21391642 744100 353966 54148751 55328195 12730267 13555745 41418484 41772450 EDUCATION 0 0 17042966 1896141 19161057 PRIVATE, NON-SECTARIAN SCHOOL FURNISHING EDUCATION FROM PRESCHOOL THROUGH HIGH SCHOOL FOR APPROXIMATELY 975 STUDENTS WHILE ACTIVELY SEEKING RACIAL, CULTURAL, AND ECONOMIC DIVERSITY IN ITS STUDENT BODY. 17042966 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 32 0 1 291 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 GA X NANCY ISOM 4043773491 1509 PONCE DE LEON AVE ATLANTA GA 30307 JON LOWE 0.00 X X 0 0 0 AMY DURRELL 0.00 X 0 0 0 SCOTT SCHNELL 0.00 X 0 0 0 NICOLETTE TEMPLER WALDON 0.00 X 0 0 0 PHIL WISE 0.00 X 0 0 0 VIRGINIA HEPNER 0.00 X 0 0 0 TERESA MUSTELIER 0.00 X 0 0 0 HOWELL ADAMS 0.00 X 0 0 0 BILL CLARK 0.00 X 0 0 0 AMY DRESSER 0.00 X 0 0 0 JACKIE SWEATT-ESSICK 0.00 X 0 0 0 SHERYL MEDDIN 0.00 X 0 0 0 RICHARD OSSOFF 0.00 X 0 0 0 TOBY BROOKS 0.00 X X 0 0 0 JACINTA PARSONS 0.00 X 0 0 0 WENDELL REILLY 0.00 X 0 0 0 AARON A SAMPSON 0.00 X 0 0 0 JIFFY PAGE 0.00 X 0 0 0 MELISSA WALKER 0.00 X X 0 0 0 MELINDA HOLLADAY 0.00 X X 0 0 0 PAUL BIANCHI 40.00 X 281220 0 36286 BEN BARKLEY 0.00 X 0 0 0 DANA FROHWEIN 0.00 X 0 0 0 PAUL HAYWARD 40.00 X 114093 0 26108 NANCY ISOM 40.00 X 116126 0 11153 JANE HARMON 40.00 X 104523 0 8622 615962 0 82169 4 0 1 0 BRASFIELD & GORRIE LLC 729 SOUTH 30TH STREET BIRMINGHAM AL 352332939 CONSTRUCTION 634737 1 41712 2178539 2220251 TUITION 611110 18065660 18065660 AUXILIARY ACTIVITIES 611110 558875 558875 APPLICATION FEES 611110 33830 33830 MISCELLANEOUS INCOME 611110 17640 17640 18676005 9840 9840 51412 0 51412 51412 51412 381324 82404 298920 298920 24375 20247 4128 4128 PAYMENT FROM AFFILIATE 900099 485052 485052 485052 21745608 19161057 0 364300 1896141 1896141 317506 142878 127002 47626 11351693 8492570 2648405 210718 774200 572018 185162 17020 1291418 985664 283108 22646 850363 628647 202636 19080 22927 22927 71228 71228 49218 49218 167806 167806 566426 548301 12461 5664 51145 51145 1264483 1224019 27819 12645 24282 5845 18437 OTHER PROGRAM EXPENSES 1742754 1742754 OTHER MAINTENANCE 250975 242944 5521 2510 ATHLETIC EXPENSES 146161 146161 CLEANING & SUPPLIES 144360 139740 3176 1444 408556 56333 209470 142753 21391642 17042966 3866570 482106 16369534 17707107 659487 1041539 150120 156679 6745 6784 31663 108838 48454860 12461270 36184899 35993590 327679 305784 418624 7874 54148751 55328195 1587743 1873358 10823905 11360448 318619 321939 12730267 13555745 X 40937531 40625844 480953 1146606 41418484 41772450 54148751 55328195 353966 0 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10898723 1229962 108989 485052 0 11752622 14994973 748856 2750600 470512 7125194 10898723 13516983 47762 1887340 457112 14994973 16506374 460121 -3012481 437031 13516983 0.57150 0.17110 0.25740 0 1 1 10146692 10146692 29094187 6527578 22566609 5420341 2813302 2607039 3793640 3120390 673250 35993590 AGENCY FUNDS 221939 DUE TO ENDOWMENT 100000 321939 21745608 21391642 353966 353966 19952118 102651 102651 19849467 1896141 1896141 21745608 19598152 102651 102651 19495501 1896141 1896141 21391642 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FUNDS ARE TEMPORARILY RESTRICTED FOR VARIOUS SCHOOL PROGRAMS - ADMISSIONS, FINANCIAL AID, ARTS PROGRAMS, FIXED ASSET IMPROVEMENTS, AND A CAPITAL CAMPAIGN. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SCHOOL FOLLOWS CURRENT GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAX THAT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN AN ORGANIZATIONS INCOME TAX RETURNS, INCLUDING TAXES ON UNRELATED BUSINESS INCOME EARNED BY A NONPROFIT ORGANIZATION, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE TAX YEARS 2009 TO 2012 REMAIN OPEN TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS TO WHICH THE SCHOOL IS SUBJECT. THE SCHOOL HAS NOT IDENTIFIED ANY LIABILITIES FOR UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN IN PRIOR PERIODS. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER FROM PAIDEIA SCHOOL ENDOWMENT FUND, INC. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 82,404. DIRECT GAMING EXPENSE 20,247. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,896,141. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 82,404. DIRECT GAMING EXPENSE 20,247. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,896,141. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY ANNUALLY IN ADS PLACED IN VARIOUS ATLANTA PUBLICATIONS. THE SCHOOL ALSO PUBLISHES ITS POLICY ON ITS WEBSITE AND ADMISSIONS MATERIALS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 A FEDERAL GRANT ADMINISTERED BY ATLANTA PUBLIC SCHOOLS WAS AWARDED TO PAIDEIA SCHOOL TO FUND TEACHER'S CONTINUING EDUCATION. AUCTION 362256 362256 5000 34639 35403 5K FUN RUN/WALK 12568 12568 7362 1 6500 6500 381324 381324 5000 34639 42765 82404 298920 24375 20247 1 1.00000 24375 20247 20247 4128 GA 1 0 0 0 1.00000 NANCY ISOM 1509 PONCE DE LEON AVENUE ATLANTA GA 30307 0 0 1 FINANCIAL AID FOR STUDENTS 134 1852976 BOOK N/A PROVISIONS FOR TRIPS, BOOKS AND TUTORING 134 43165 BOOK N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS NEED BASED. EACH APPLICANT FILLS OUT A STANDARD FORM ANNUALLY. AWARDS ARE DECIDED ANNUALLY BY A COMMITTEE OF THE BOARD. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 PAUL BIANCHI 281220 0 0 0 0 0 17150 0 19136 0 317506 0 140610 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON APRIL 24, 2012 AND ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11 THE ENTIRE RETURN IS REVIEWED IN DETAIL BY THE SCHOOL'S CONTROLLER AND BUSINESS MANAGER, THEN A COPY OF FORM 990, EXCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS, PART I, IS EMAILED ELECTRONICALLY TO EACH BOARD MEMBER. IN ADDITION, A DRAFT OF THE RETURN, EXCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS, PART I, IS MADE AVAILABLE AND DISCUSSED PRIOR TO BEING FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C THE VICE CHAIR OF THE BOARD ENSURES EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST POLICY QUESTIONNAIRE ANNNALLY. IF ANY CONFLICTS ARE NOTED, THE VICE CHAIR SUMMARIZES THEM AND DISTRIBUTES THE SUMMARY TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD USES A PROCESS FOR DETERMINING COMPENSATION OF THE HEADMASTER OF THE SCHOOL WHICH INCLUDES: 1) USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED HEADMASTERS IN FUNCTIONALLY COMPARABLE POSITIONS AT OTHER PRIVATE SCHOOLS IN THE SOUTHEAST, AND 2) PROVIDES CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THESE ITEMS ARE MADE AVAILABLE AT THE SCHOOL'S OFFICE UPON REQUEST. FORM 990, PART XI, FINANCIAL STATEMENTS AND REPORTING AUDIT COMMITTEE MEETS ANNUALLY WITH AUDITORS, REVIEWS FINANCIAL STATEMENTS, MAKES ANY RECOMMENDATIONS NECESSARY TO BOARD, AND THE BOARD VOTES TO ACCEPT AUDIT AND/OR APPROVES AUDIT COMMITTEE RECOMMENDATIONS. FORM 990, PART V, LINE 7G NO CONTRIBUTIONS OF INTELLECTUAL PROPERTY WERE RECEIVED DURING THE YEAR. NEVON GROUP LLC 1509 PONCE DE LEON AVE NE ATLANTA GA 30307 237089522 ACQUIRE, HOLD, DEVELOP, & MANAGE REAL ESTATE FOR THE BENEFIT OF THE SCHOOL GA N/A PAIDEIA SCHOOL ENDOWMENT FUND INC 1509 PONCE DE LEON AVENUE NE ATLANTA GA 30307 581404782 TO PROVIDE FINANCIAL SUPPORT FOR THE PAIDEIA SCHOOL GA 501(C)(3) LINE 11, SCHEDULE A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PAIDEIA SCHOOL ENDOWMENT FUND INC C 485052 ACTUAL AMOUNT PAIDEIA SCHOOL ENDOWMENT FUND INC Q 806744 ACTUAL AMOUNT