2013-12-10T15:21:40-06:00 2013-06-30 540504608 BROWN EDWARDS & COMPANY LLP PO BOX 10189 LYNCHBURG VA 245060189 990 2012-07-01 540506431 VIRGINIA EPISCOPAL SCHOOL VIRG 4343853600 PO BOX 408 LYNCHBURG VA 24503 DEBORAH LEAKE 4343846221 2013-11-25 1 SUSAN ACKLEY P00025524 4349489000 2012 2015-11-30 17:44:51Z DEBORAH LEAKE 400 VES ROAD LYNCHBURG VA 24503 15792321 0 X HTTP://WWW.VES.ORG X 1916 VA TO LEAD STUDENTS TOWARD FULL STATURE. 22 22 112 75 25065 -42893 6280760 8384775 5914325 6737890 181894 -1633441 152202 160304 12529181 13649528 1478600 1657221 0 0 419590 432700 0 0 485624 7092471 7003842 8990661 9093763 3538520 4555765 29783289 38788285 3205001 4744609 26578288 34043676 TO LEAD STUDENTS TOWARD FULL STATURE ACADEMICALLY, SPIRITUALLY, AND ETHICALLY. 0 0 4560513 1657221 6873129 EDUCATION - ALL SERVICES RELATED TO INSTRUCTION AND BOARDING OF STUDENTS; GRADES 9-12 4560513 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 65 0 1 112 1 1 1 0 0 0 0 0 0 0 0 1 1 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 VA X DEBORAH LEAKE 4343853615 400 VES ROAD LYNCHBURG VA 24503 MICHAEL K ALFORD 1.00 X 0 0 0 STANLEY C ARCHIBALD 1.00 X 0 0 0 LAURA BEASLEY 1.00 X 0 0 0 WILLIAM EARLE BETTS 1.00 X 0 0 0 MATTHEW L BRANDON 1.00 X 0 0 0 JESSE S CAPEL 1.00 X 0 0 0 SUSAN CARRINGTON 1.00 X 0 0 0 THEODORE J CRADDOCK 1.00 X 0 0 0 JAMES DOUGHTON 1.00 X 0 0 0 JOHN M FLIPPIN 1.00 X 0 0 0 LEE C HERBERT 1.00 X 0 0 0 LAWRENCE C HICKS 1.00 X 0 0 0 BARBARA N HOWARD 1.00 X 0 0 0 SEAN K JENKINS 1.00 X 0 0 0 PARKER H LEE III 1.00 X X 0 0 0 R CHAMBLISS LIGHT 1.00 X 0 0 0 WILLIAM F MORRISETTE 1.00 X 0 0 0 SPENCER W MORTEN III 1.00 X 0 0 0 WILLIAM L PANNILL 1.00 X 0 0 0 WILLIAM S PEEBLES IV 1.00 X 0 0 0 THE RIGHT REVEREND F NEFF POWELL 1.00 X 0 0 0 STEWART M RODDEY 1.00 X 0 0 0 ROBERT B TAYLOR JR 1.00 X 0 0 0 ROBERT C WATTS III 1.00 X 0 0 0 JOHN WOOLARD JR 1.00 X X 0 0 0 DEBORAH LEAKE 40.00 X 84705 0 0 LEAH WEISS 40.00 X 37706 0 0 G THOMAS BATTLE JR 40.00 X 207223 0 0 MEADE KING 40.00 X 103066 0 0 432700 0 0 2 0 1 0 C L LEWIS & CO 1306 STEPHENSON AVENUE LYNCHBURG VA 24501 CONSTRUCTION 2884662 MERIWETHER-GODSEY INC 4944 OLD BOONSBORO ROAD LYNCHBURG VA 24503 FOOD AND FOOD SERVICES 802995 ASHLAND EQUIPMENT INC 1207 BELMAR DRIVE BELCAMMP MD 21017 FOOD SERVICE EQUIPMENT 428436 ANTHEM BLUE CROSS & BLUE SHIELD PO BOX 27401 RICHMOND VA 23279 HEALTH INSURANCE 344496 WELLS FARGO ONE WEST FOURTH STREET 2ND FLOOR WINSTONSALEM NC 27101 FINANCIAL SERVICES 194972 7 8384775 1064084 8384775 TUITION AND FEES 611710 6687649 6687649 STUDENT FINANCE CHGS 561000 25176 25176 SPORTS CAMP 611600 25065 25065 6737890 353054 353054 1986495 -1986495 -1986495 -1986495 303714 156298 147416 147416 MISCELLANEOUS INCOME 900099 12888 12888 12888 13649528 6873129 25065 -1633441 1657221 1657221 329634 329634 103066 103066 52831 52831 53240 53240 629217 629217 GENERAL ADMINISTRATION 3365262 2982704 382558 STUDENT SUPPORT SERVICE 1407456 1407456 INSTRUCTION 1364887 1364887 STUDENT ACTIVITIES 101138 101138 29811 29811 9093763 4560513 4047626 485624 1932725 4252869 4795316 7468040 17083 16517 87081 67524 191584 67068 27411177 13242540 10613412 14168637 11923011 12640938 223077 106692 29783289 38788285 201807 440120 1610255 2875132 1392939 1429357 3205001 4744609 X 5623585 9133995 5213524 8097535 15741179 16812146 26578288 34043676 29783289 38788285 4555765 2909623 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11923012 28898 1217999 488971 12680938 11665324 511971 287572 541855 11923012 10573914 520802 1200735 630127 11665324 12334173 356541 -553353 1563447 10573914 18054133 487920 -4958123 1249757 12334173 0.97830 0.02170 0 0 1868553 1868553 17783170 10655597 7127573 2792814 2271162 521652 4966640 315781 4650859 14168637 MUTUAL FUNDS, STOCKS, BONDS 12640938 F 12640938 ADVANCED COLLECTIONS 1317231 CAPITAL LEASE 112126 1429357 X 15058228 2909623 156298 3065921 11992307 1657221 1657221 13649528 7592840 156298 156298 7436542 1657221 1657221 9093763 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY SEVENTY-TWO INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE SCHOOL QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A), AND THE SCHOOL HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE SCHOOL'S TAX EXEMPT RETURNS FOR 2010 AND FORWARD ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 156,298. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 1,657,221. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 156,298. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 1,657,221. 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 NONDISCRIMNATORY POLICY IS PUBLISHED IN ALL SOLICITATION PUBLICATIONS. 1 FINANCIAL AID 146 1657221 TUITION REDUCTION FINANCIAL AID BASED ON NEED AND MERIT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: STUDENT ACHIEVEMENT OBSERVED IN NORMAL COURSE OF ORGANIZATION'S STATED PURPOSE. X X 1 1 X X 0 0 0 0 0 0 0 0 0 G THOMAS BATTLE JR 207223 0 0 0 0 0 0 0 0 0 207223 0 0 0 G THOMAS BATTLE JR HEAD MASTER 20000 STUDENT FINANCIAL AID / EMPLOYEE DISCOUNT ATTENDANCE AT VES MEADE KING ASSISTANT HEADMASTER FOR DEVELOPMENT 20000 STUDENT FINANCIAL AID / EMPLOYEE DISCOUNT ATTENDANCE AT VES X 75 1064084 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS FIRST REVIEWED BY THE TREASURER, THEN FORWARDED TO THE EXECUTIVE COMMITTEE AND THE CHAIR AND VICE CHAIR OF THE FINANCE COMMITTEE TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE IS REQUIRED TO BE MADE TO THE HEADMASTER OR TO THE BOARD CHAIR, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES (WHO ARE NOT EMPLOYEES OF THE SCHOOL) REVIEWS COMPENSATION FOR THE HEAD OF SCHOOL ON AN ANNUAL BASIS. SALARY INFORMATION FROM VARIOUS PRIVATE SCHOOL SURVEYS AND INDUSTRY STANDARDS IS UTILIZED AS A BENCHMARK FOR BASE COMPENSATION PURPOSES WHICH IS DETERMINED WITH THE INITIAL CONTRACT AND SUBSEQUENT CONTRACT RENEWALS FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AND 990-T AVAILABLE FOR INSPECTION UPON REQUEST AND GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OVERSIGHT PROCESS FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR WITH REGARD TO THE COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. CONTRIBUTIONS FORM 990, PART V, QUESTIONS 7G AND 7H: THE ORGANIZATION DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY IN 2012, THEREFORE THERE WAS NO FORM 8899 REQUIRED. ADDITIONALLY, THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTION OF PROPERTY THAT WOULD REQUIRE THE FOUNDATION TO FILE FORM 1098-C.