2013-01-07T08:26:55-06:00 2012-06-30 650286987 GOLDSTEIN SCHECHTER KOCH 2121 PONCE DE LEON BLVD SUITE 1100 CORAL GABLES FL 33134 990 2011-07-01 590659070 RANSOM EVERGLADES SCHOOL INC RANS 3054608800 3575 MAIN HIGHWAY MIAMI FL 33133 ROBERT MCARTHUR 3054608800 2013-01-07 1 ROGER TERRONE P00748331 3054422200 2011 2016-02-25 16:41:14Z ELLEN MOCERI 3575 MAIN HIGHWAY MIAMI FL 33133 42524004 0 X RANSOMEVERGLADES.ORG X 1967 FL RANSOM EVERGLADES SCHOOL, INC. IS AN EDUCATIONAL INSTITUTION AS DEFINED IN SECTION 501(C)(3). 29 29 495 525 0 0 5603264 3718776 29977003 31930584 431830 298065 81100 121052 36093197 36068477 3404620 3733406 0 0 15847485 16577718 0 0 1189372 12787371 13065365 32039476 33376489 4053721 2691988 84692552 86690497 23691132 23492250 61001420 63198247 TO PROVIDE AN EDUCATIONAL ENVIRONMENT IN WHICH THE PURSUIT OF HONOR, ACADEMIC EXCELLENCE AND INTELLECTUAL GROWTH IS COMPLEMENTED BY CONCERN FOR THE PHYSICAL, CULTURAL AND CHARACTER DEVELOPMENT OF EACH STUDENT. 0 0 26131273 3733406 30704808 INSTITUTION RUNS AN ACADEMIC SCHOOL PROGRAM WHICH INCLUDES A SCHOLARSHIP PROGRAM. THE LATTER PROVIDES FUNDS FOR STUDENTS WHO DEMONSTRATE A NEED FOR FINANCIAL ASSISTANCE. SEE SCHEDULE I, PART III AND PART IV FOR RECIPIENT DETAIL AND EXPLANATION ON HOW SCHOLARSHIP AWARDS ARE DETERMINED. 725908 1225776 INSTITUTION RUNS A SUMMER SCHOOL, CAMP, AND DAY CARE PROGRAM. 26857181 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 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 38 1 1 495 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RANSOM EVERGLADES SCHOOL CO ROBERT MCARTHUR 3054608800 3575 MAIN HIGHWAY MIAMI FL 33133 CARLOS DE LA CRUZ JR 1.00 X 0 0 0 WILLIAM HOLLY 5.00 X 0 0 0 JONATHAN KISLAK 1.00 X 0 0 0 ANTHONY TAMER 1.00 X 0 0 0 RICHARD LAMPEN 1.00 X 0 0 0 GHISLAIN GOURAIGE 1.00 X 0 0 0 JONATHAN AWNER 1.00 X 0 0 0 DEBORAH BUSSEL 1.00 X 0 0 0 WAYNE CYPEN 1.00 X 0 0 0 AL DOTSON JR 1.00 X 0 0 0 DAVID ERTEL 1.00 X 0 0 0 KERIN MCCARTHY FREDMAN 1.00 X 0 0 0 MARIA E LAMAS 1.00 X 0 0 0 ALICE LASH 5.00 X 0 0 0 ROBERTO MARTINEZ 1.00 X 0 0 0 ELIZABETH MURPHY 1.00 X 0 0 0 ROBERT SEGEL 1.00 X 0 0 0 DEBRA WECHSLER 1.00 X 0 0 0 ERIC BUERMANN 1.00 X 0 0 0 ALBERTO BEECK 1.00 X 0 0 0 DR RODOLFO DUMENIGO 1.00 X 0 0 0 MARK MELAND 1.00 X 0 0 0 RUDY PRIO-TOUZET 1.00 X 0 0 0 ANDREW L ANSIN 1.00 X 0 0 0 LESLIE WAKEFIELD BUCHANAN 1.00 X 0 0 0 ELIOT GELBER 1.00 X 0 0 0 KIM SMITH 1.00 X 0 0 0 LORI HARVEY 1.00 X 0 0 0 HARRY H ANDERSON JR 1.00 X 0 0 0 ELLEN MOCERI 40.00 X 385425 0 113868 DEBRA HIRSCHL 5.00 X 0 0 0 JEFFREY ROBERTS 5.00 X 0 0 0 ERIC MENDELSON 5.00 X 0 0 0 JEFFREY MILLER 5.00 X 0 0 0 MICHAEL FERGUSON 40.00 X 137283 0 27916 CLAUDE GRUBAIR 40.00 X 159842 0 18427 GREG LADD 40.00 X 103485 0 36872 STEVEN FRAPPIER 40.00 X 106018 0 17385 DIANA MORALES 40.00 X 102098 0 6797 994151 0 221265 6 0 1 0 JOHN MORIARTY & ASSOC OF FLORIDA INC 1942 TYLER ST HOLLYWOOD FL 33020 CONSTRUCTION SERVICES 4110468 SAGE DINING SERVICES 222 BOSLEY AVE STE B7 TOWSON MA 21204 CAFETERIA SERVICES 1245691 PADDOCK POOL EQUIPMENT CO 1200 S PINE ISLAND ROAD PLANTATION FL 33324 CONSTRUCTION SERVICES 513206 ART DESIGN AND CONSTRUCTION INC 3075 NORTHWEST SOUTH RIVER DRIVE MIAMI FL 33142 CONSTRUCTION SERVICES 444561 BRYANT SECURITY CORP 16840 NE 19TH AVE N MIAMI BEACH FL 33162 SECURITY SERVICES 265154 25 201734 3517042 450287 3718776 STUDENT TUITION & FEES 611710 30704808 30704808 SUMMER DAY CAMP 611710 1009051 1009051 DAY CARE 611710 135015 135015 SUMMER SCHOOL 611710 81710 81710 31930584 412020 412020 55258 0 55258 55258 55258 5152190 5266145 -113955 -113955 -113955 264998 201734 501944 -236946 -236946 51450 27940 23510 23510 938728 659498 279230 279230 36068477 31930584 0 419117 3733406 3733406 410404 294155 99145 17104 12916588 9257896 3120365 538327 1194447 856114 288552 49781 1094755 784660 264469 45626 961524 689168 232283 40073 110030 110030 43870 43870 152285 152285 504213 206303 297910 1371374 691745 297261 382368 389521 383860 5661 2361671 2361671 386196 315747 56623 13826 363529 266923 96606 349940 349940 2580721 2580721 1131169 1131169 ATHLETIC AND ACADEMIC P 1907508 1907508 FOOD SERVICES 932543 932543 BAD DEBT 401850 401850 DISPOSAL OF FIXED ASSET 61742 61742 17203 17203 33376489 26857181 5329936 1189372 561792 1173869 3001062 1339414 6654290 5819097 252453 260816 198859 191421 1347242 1360962 78352007 24612126 48356693 53739881 18376855 19031341 5492667 3741768 450639 31928 84692552 86690497 2933856 1842218 20523119 20619514 234157 1030518 23691132 23492250 X 38005747 43926585 4975143 962514 18020530 18309148 61001420 63198247 84692552 86690497 X 2691988 -495161 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23952269 798462 -246017 1015031 23489683 20180918 2462494 3465146 2156289 23952269 19492203 3010683 1652398 3974366 20180918 21400045 3636492 -3674073 1870261 19492203 0.25000 0.75000 0 0 5345033 5345033 55434813 14071291 41363522 1862579 1190951 671628 15709582 9349884 6359698 53739881 STUDENT & PARENT ORGANIZATION FUNDS 161101 CAPITAL LEASES OBLIGATION 869417 1030518 36068477 33376489 2691988 -495161 -495161 2196827 36471740 -495161 -495161 36966901 -898424 -898424 36068477 34274913 0 34274913 -898424 -898424 33376489 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE A VEHICLE FOR THE DEVELOPMENT OF THE ORGANIZATION, A RELATIVELY CONSTANT SOURCE OF ANNUAL INCOME, AND COVERAGE OF FUTURE AND UNEXPECTED NEEDS. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES - BOOK STORE INVENTORY -659,497. FUNDRAISING EXPENSE -125,747. RESTRICTED GIFTS EXPENSES -42,944. TUITION REFUND -70,236. PART XIII, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES - BOOK STORE INVENTORY -659,497. PARENTS ASSOCIATION (FUNDRAISING) EXPENSE -125,747. RESTRICTED GIFTS EXPENSES -42,944. TUITION REFUND -70,236. 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 ALL NEWSPAPER AND BROADCAST MEDIA ADVERTISEMENTS PUBLICIZE, AS AN INTEGRAL PART OF THE SOLICITATION, THE SCHOOLS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS AUCTION 214031 15890 198141 361195 23282 GOLF & TENNIS TOURNAMENT 82255 50125 32130 32130 5 170446 135719 34727 85337 466732 201734 264998 361195 140749 501944 -236946 51450 27940 1 1.00000 51450 27940 27940 23510 FL 0 THE ONLY GAMING ACTIVITY WAS A RAFFLE, NO LICENSE REQUIRED FOR THIS ACTIVITY BY A SCHOOL IN FLORIDA. 0 1 0 1.00000 JODY CROSLAND 3575 MAIN HIGHWAY MIAMI FL 33133 0 0 1 EDUCATIONAL GRANTS - 176 AWARDED STUDENTS 176 3733406 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SUPPLEMENTAL INFORMATION TO FORM 990, SCHEDULE E, QUESTION 4B AND 4C AND SCHEDULE I, PART I, QUESTION 1 AND 2. RANSOM EVERGLADES SCHOOL FINANCIAL AID POLICY RANSOM EVERGLADES SCHOOL SHALL STRIVE TO ASSIST ALL ELIGIBLE STUDENTS IN SECURING THE FINANCES NECESSARY TO ATTEND THE SCHOOL THUS HELPING TO ENSURE DIVERSITY THROUGHOUT THE STUDENT BODY. GRANTS ARE NEED-BASED ONLY, AND GRANTS ARE CONTINGENT UPON THE FUNDS AVAILABLE AT THE TIME OF DISBURSEMENT, RANSOM EVERGLADES DOES NOT FUND SCHOLARSHIPS FOR ACADEMIC, ARTISTIC OR ATHLETIC PURPOSES. ALTHOUGH THE ADMISSION AND FINANCIAL AID PROCESSES ARE SEPARATE, THEY DO OCCUR SIMULTANEOUSLY. A FINANCIAL AID APPLICATION MAY BE REQUESTED AT ANYTIME; HOWEVER, REQUESTS ARE USUALLY MADE AT THE TIME OF THE INITIAL ADMISSION INQUIRY. IN ORDER TO BE CONSIDERED FOR FINANCIAL AID, A STUDENT MUST FIRST APPLY FOR ADMISSION TO RANSOM EVERGLADES SCHOOL AND BE ACCEPTED BY THE ADMISSION COMMITTEE. IN ORDER TO CONTINUE TO RECEIVE AID IN SUCCESSIVE YEARS, STUDENTS AWARDED FINANCIAL AID MUST MEET THE STANDARDS OF ACADEMIC AND DISCIPLINARY GOOD STANDING EXPECTED OF ALL STUDENTS IN THE SCHOOL. THE ANNUAL RENEWAL OF ANY GRANT IS NOT AUTOMATIC. GRANTS MAY BE DISCONTINUED OR AMOUNTS CAN VARY DEPENDING ON CHANGES IN PARENTS FINANCES AS DETERMINED BY THE CURRENT PFS AND IRS FORMS OR ON A STUDENTS TOTAL SCHOOL RECORD. GRANTS APPLY SOLELY TO TUITION AND DO NOT COVER BOOKSTORE CHARGES, LUNCH, OR CERTAIN ACTIVITY FEES. APPLICATION PROCESS FAMILIES THAT WISH TO APPLY FOR FINANCIAL AID MUST COMPLETE AND MAIL A PFS (PARENT FINANCIAL STATEMENT) TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID IN PRINCETON, NEW JERSEY. IN ADDITION, EACH APPLICANT MUST SUBMIT COPIES OF CURRENT AND PREVIOUS IRS 1040'S AND W-2 FORMS. ALL FINANCIAL INFORMATION SUPPLIED SHALL BE HELD IN STRICTEST CONFIDENCE, ALL ADMISSION AND FINANCIAL AID DEADLINES MUST BE MET IN ORDER TO CONTINUE THE APPLICATION PROCESS. IN THE CASE OF A DIVORCED FAMILY, BOTH PARENTS ARE RESPONSIBLE FOR PROVIDING FINANCIAL INFORMATION TO DETERMINE NEED. DECISIONS ARE BASED ON THE DEMONSTRATED FINANCIAL ELIGIBILITY OF EACH FAMILY. PRIORITY OF CONSIDERATION SHALL BE: 1) CURRENT RANSOM EVERGLADES FAMILIES WHO ARE ALREADY RECEIVING FINANCIAL AID WHOSE CHILDREN ARE IN GOOD STANDING PROVIDING THEY HAVE RETURNED A RE-ENROLLMENT CONTRACT AND FILED ALL NECESSARY DOCUMENTS BY THE ANNOUNCED DEADLINE. 2) CURRENT RANSOM EVERGLADES FAMILIES WHO HAVE NOT PREVIOUSLY BEEN RECEIVING AID. 3) NEWLY ACCEPTED STUDENTS APPLYING FOR FINANCIAL AID. STUDENTS ADMITTED TO RANSOM EVERGLADES WHO ARE ELIGIBLE FOR AID WILL RECEIVE A LETTER IN THE SPRING WITH AN AWARD OFFER. THE FAMILIES MUST IMMEDIATELY RESPOND TO THE ACTION OF THE FINANCIAL AID COMMITTEE. LATE APPLICATIONS WILL BE CONSIDERED, PROVIDED THERE IS AVAILABILITY OF FUNDS. THE FINANCIAL AID COMMITTEE MAY BE REQUESTED TO REVIEW THE FINANCIAL AID GRANT BY FAMILIES WHO SEEK ADDITIONAL FUNDING. THE SCHOOL WILL REFRAIN AND DISCOURAGE OTHERS FROM TAKING ANY PUBLIC ANNOUNCEMENT OF THE AMOUNT OF FINANCIAL AID AWARDED TO A STUDENT. RANSOM EVERGLADES ADMITS STUDENTS OF ANY RACE, RELIGION, NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY AVAILABLE TO STUDENTS IN THE SCHOOL. IN THE ADMINISTRATION OF ITS FINANCIAL AID OR IN OTHER SCHOOL-ADMINISTERED PROGRAMS; THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, GENDER, NATIONAL OR ETHNIC ORIGIN. X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ELLEN MOCERI 385425 0 0 0 0 0 60698 0 53170 0 499293 0 0 0 MICHAEL FERGUSON 137283 0 0 0 0 0 21300 0 6616 0 165199 0 0 0 CLAUDE GRUBAIR 159842 0 0 0 0 0 11600 0 6827 0 178269 0 0 0 PART I, LINE 1A RESIDENCE USE IS A NON-TAXABLE BENEFIT PROVIDED TO ELLEN MOCERI, THE HEAD OF SCHOOL, AND GREGORY LADD, DIRECTOR OF ADVANCEMENT, ON THE SCHOOL'S GROUNDS FOR THE CONVENIENCE OF THE EMPLOYER. TRAVEL EXPENSES REGARDING SCHOOL BUSINESS AND PROMOTIONAL MATTERS WERE PAID BY THE ORGANIZATION FOR ELLEN MOCERI, THE HEAD OF SCHOOL AS A NON-TAXABLE BENEFIT. FIRST CLASS TRAVEL WAS PROVIDED AS A NONTAXABLE BENEFIT WHERE DETERMINED TO BE REASONABLE BASED ON THE TRIP LENGTH AND AVAILABLE SCHEDULING. ON OCCASIONS, TRAVEL FOR COMPANION WAS PROVIDED TO THE SPOUSE OF ELLEN MOCERI. THIS WAS ALLOWED WHEN CONSIDERED CUSTOMARY FOR A SPOUSE TO ATTEND CERTAIN EVENTS AND PROMOTE THE SCHOOL, OR WHERE THE SPOUSE'S ATTENDANCE AND KNOWLEDGE GAINED FROM TRAINING WAS FOR THE BENEFIT OF THE SCHOOL. X 15 8780 COMPARABLE SALES X 6609 COMPARABLE SALES X 1 1000 COMPARABLE SALES X 20 14695 COMPARABLE SALES X GIFT CERTIF,JEWERLY,HOTEL STAY & MISC FOR AUCTION 506 331111 ESTIMATED VALUE BASED ON COMPARABLE SALES X MISCELLANEOUS NON-CASH CONTRIBUTIONS 7 87729 ESTIMATED VALUE BASED ON COMPARABLE SALES 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE LESLIE WAKEFIELD BUCHANAN IS A SPOUSE OF THE FORMER TRUSTEE JOSEPH BUCHANAN FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE CFO,THE TREASURER, THE HEAD OF SCHOOL AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE CONFLICT OF INTEREST QUESTIONNAIRE WILL BE ADMINISTERED TO MEMBERS OF THE BOARD AS WELL AS EMPLOYEES TO DISCLOSE ANY INTEREST THAT MIGHT RESULT IN A CONFLICT OR THE APPEARANCE OF A CONFLICT. ALL INFORMATION REGARDING MEMBERS OF THE BOARD OF TRUSTEES WILL BE PROVIDED TO THE CHAIR OF THE COMMITTEE ON TRUSTEES IN A CONFIDENTIAL REPORT. ALL INFORMATION REGARDING EMPLOYEES OF RANSOM EVERGLADES SCHOOL WILL BE PROVIDED IN A CONFIDENTIAL REPORT TO THE HEAD OF SCHOOL WHO WILL, THEN, SHARE THAT INFORMATION WITH THE CHAIR OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS/KEY EMPLOYEES INCLUDES THE USE OF COMPARABILITY DATA. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPROVES THE SALARY OF THE HEAD OF SCHOOL ONLY. FORM 990, PART VI, SECTION C, LINE 18 MADE AVAILABLE THROUGH WEBSITE (WWW.GUIDESTAR.ORG) AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN THESE DOCUMENTS ARE REQUESTED THROUGH THE CFO AT THE SCHOOL'S ADMINISTRATIVE OFFICES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -495,161. THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.