2026-02-06T12:16:15-06:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 540540100 BURGUNDY FARM COUNTRY DAY SCHOOL INC BURG 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 JEFFREY R SINDLER HEAD OF SCHOOL 7039603431 2026-02-05 1 0 FRANK SMITH P00639053 2022274000 2026-02-05 2024 2025-03-06 01:10:19Z JEFFREY R SINDLER 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 14646126 0 X WWW.BURGUNDYFARM.ORG X 1946 VA PROVIDING A FORMAL EDUCATION FOR GRADES JUNIOR KINDERGARTEN THROUGH 8TH GRADE. 17 17 206 200 0 0 1246691 1074057 12550334 13205114 133618 97044 35531 212388 13966174 14588603 1802457 1989047 0 0 7686073 8146325 115000 82500 682069 4066882 4321629 13670412 14539501 295762 49102 34079517 35140900 15578529 15888502 18500988 19252398 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. AT OUR BURGUNDY CENTER FOR WILDLIFE STUDIES CAMPUS IN WEST VIRGINIA WE PROVIDE SCHOOL PROGRAMS AND RESIDENTIAL SUMMER CAMP PROGRAMS 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 7121514 1989047 10873311 INSTRUCTIONAL: THE SCHOOL PROVIDES A FORMAL QUALITY EDUCATION FOR STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. 2145924 247200 PLANT: THIS INCLUDES THE SCHOOL'S COSTS FOR OPERATING ITS MAIN SCHOOL CAMPUS IN ALEXANDRIA, VIRGINIA AND ITS CAMPUS IN WEST VIRGINIA. 1699189 2114084 AUXILIARY SERVICES: THIS PROGRAM IS INCLUSIVE OF SUMMER DAY CAMPS AND EXTENDED DAY CARE. 10966627 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 1 206 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X KATHY MILLER 7039603431 3700 BURGUNDY ROAD ALEXANDRIA VA 22303 JANE HYATT THORPE PRESIDENT 5.00 X X 0 0 0 AUDREY DREIBELBIS VICE PRESIDENT 5.00 X X 0 0 0 SUSAN MURCHISON SECRETARY 5.00 X X 0 0 0 KEVIN METZ TREASURER 5.00 X X 0 0 0 SMITA DUTTA MEMBER AT LARGE 5.00 X 0 0 0 LAURA AUSTIN MEMBER AT LARGE 5.00 X 0 0 0 NICOLE DINGESS MEMBER AT LARGE 5.00 X 0 0 0 JACK DENNIS MEMBER AT LARGE 5.00 X 0 0 0 BETSY ERICKSON MEMBER AT LARGE 5.00 X 0 0 0 BRIAN JOHNSON MEMBER AT LARGE 5.00 X 0 0 0 DANIEL MARNER MEMBER AT LARGE 5.00 X 0 0 0 PAUL O'SULLIVAN MEMBER AT LARGE 5.00 X 0 0 0 ANNA POLLACK MEMBER AT LARGE 5.00 X 0 0 0 JOE POWERS MEMBER AT LARGE 5.00 X 0 0 0 VIVEK SINHA MEMBER AT LARGE 5.00 X 0 0 0 NEIL WEISSMAN MEMBER AT LARGE 5.00 X 0 0 0 EDWIN GORDON MEMBER AT LARGE 5.00 X 0 0 0 JEFFREY R SINDLER HEAD OF SCHOOL 40.00 X 277790 0 18248 KATHY MILLER DIRECTOR OF FINANCE 40.00 X 193236 0 23304 ZACHARY FLORIN DIRECTOR OF ADVANCEMENT 40.00 X 144581 0 13107 JARED GIVARZ MIDDLE SCHOOL HEAD 40.00 X 136491 0 30121 JOSEPH PEACOCK DIRECTOR OF TECHNOLOGY 40.00 X 112649 0 18756 OMEQUA EADDIE DIRECTOR OF ADMISSIONS 40.00 X 114134 0 13437 ANNETTE BAUER LOWER SCHOOL HEAD 40.00 X 139319 0 11754 1118200 0 128727 7 0 1 0 RUFF ROOFING AND SHEET METAL 1420 KNECHT AVENUE BALTIMORE MD 21227 ROOFING 438776 RIVAS CLEANING SERVICES 7209 HARRISON LANE T3 ALEXANDRIA VA 22306 JANITORIAL SERVICES 207685 CHESAPEAKE CHARTER INC 424 BROADNECK ROAD ANNAPOLIS MD 21409 CHARTER BUS SERVICE 144873 VIVA POOLS LLC 4441 GEORGE MASON BLVD SUITE 200 FAIRFAX VA 22030 POOL & LIFEGUARD SERVICES 116430 4 61010 1013047 114184 1074057 TUITION 900099 10873311 10873311 SUMMER PROGRAM FEES 900099 2084603 2084603 CAPITAL MAINT. FEES 900099 247200 247200 13205114 97044 97044 20712 0 20712 20712 20712 99346 61010 57523 41823 41823 MISCELLANEOUS 900099 120372 120372 TRANSPORTATION FEES 900099 29481 29481 149853 14588603 13234595 0 279951 1989047 1989047 541537 390990 116971 33576 6245997 4643290 1204797 397910 314748 182368 118351 14029 554174 291262 238538 24374 489869 372519 86189 31161 169316 169316 82500 82500 792909 674979 117930 69563 604 68959 876908 519550 324628 32730 66398 12937 31819 21642 199238 199238 330106 330106 951351 951351 101618 80510 21108 REPAIRS & MAINTENANCE 271988 269456 2532 UTILITIES 158939 158939 PROF. DEVELOPMENT 112808 69138 43670 MISCELLANEOUS 109536 101557 7979 110951 58892 15891 36168 14539501 10966627 2890805 682069 7628576 8014683 2726378 2093633 917963 743664 26129 47445 383140 242686 29297864 11455640 17233711 17842224 5131707 6121933 31913 34632 34079517 35140900 569672 785651 5160072 5546804 9848785 9542666 0 13381 15578529 15888502 X 13443146 13833082 5057842 5419316 18500988 19252398 34079517 35140900 49102 702308 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5924235 16224 701150 21430 6620179 4902489 301500 595246 -125000 5924235 4377798 254000 395691 125000 4902489 3941548 902500 -466250 4377798 3189375 100 752073 3941548 0.45430 0.31120 0.23450 0 0 1868705 1868705 25880616 11313809 14566807 1467420 60708 1406712 81123 81123 0 17842224 COMMONFUND ENDOWMENT 6121933 F 6121933 X 13359387 702308 57523 759831 12599556 1989047 1989047 14588603 12607977 57523 57523 12550454 1989047 1989047 14539501 PART V, LINE 4: 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 $1,200 FOR CAPITAL MAINTENANCE NEEDS. IT IS THE POLICY OF THE BOARD THAT $240 OF THESE FUNDS BE SET ASIDE FOR FUTURE UNANTICIPATED CAPITAL EXPENDITURES AND THE OTHER $960 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. PART X, LINE 2: THE SCHOOL FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, 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 ON PART VIII 57,523. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX 1,989,047. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES ON PART VIII 57,523. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX 1,989,047. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHED A NOTICE OF ITS NONDISCRIMINATORY POLICY ON THE WEBSITE AND HANDBOOKS. X X X X X X 1 THE COMPASS GROUP 124 QUAY STREET ALEXANDRIA VA 22314 CAMPAIGN MANAGEMENT SERVICES 0 0 82500 -82500 82500 -82500 VA AUCTION 160356 61010 99346 24067 33456 160356 61010 99346 24067 33456 57523 41823 1 FINANCIAL AID 90 1735434 TUITION REMISSIONS 13 253613 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 X 0 0 0 0 0 0 0 1 0 JEFFREY R SINDLER HEAD OF SCHOOL 250656 0 0 0 27134 0 16523 0 1725 0 296038 0 0 0 KATHY MILLER DIRECTOR OF FINANCE 178236 0 15000 0 0 0 12149 0 11155 0 216540 0 0 0 JARED GIVARZ MIDDLE SCHOOL HEAD 136491 0 0 0 0 0 8302 0 21819 0 166612 0 0 0 ZACHARY FLORIN DIRECTOR OF ADVANCEMENT 144581 0 0 0 0 0 6822 0 6285 0 157688 0 0 0 ANNETTE BAUER LOWER SCHOOL HEAD 139319 0 0 0 0 0 4296 0 7458 0 151073 0 0 0 PART I, LINE 7 THE ASSISTANT HEAD OF SCHOOL FOR FINANCE AND OPERATIONS RECEIVED A NON-FIXED, DISCRETIONARY BONUS DURING CALENDAR YEAR 2024. A FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY 2016-09-01 10500000 CONSTRUCTION OF ARTS & COMMUNITY CENTER AS WELL AS CAMPUS GREEN 0 0 0 A 10500000 130017 8016492 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 1 X 1 19330 FMV X 2 94564 FMV X MATERIALS & SUPPLIES 1 290 FMV 0 0 0 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 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 11B WHEN THE FEDERAL FORM 990 IS RECEIVED FROM THE PREPARER'S OFFICE, THE DIRECTOR OF FINANCE 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. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL REVIEWS NAIS (NATIONAL INDEPENDENT SCHOOL ASSOCIATION), VAIS (VA INDEPENDENT SCHOOLS ASSOCIATION), AND IE (LOCAL GREATER WASHINGTON, DC SCHOOLS) DATA TO BENCHMARK COMPENSATION. THE EXECUTIVE COMMITTEE USES THIS DATA TO EVALUATE THE HEAD OF SCHOOL'S COMPENSATION DURING CONTRACT NEGOTIATION AND THIS DISCUSSION IS INCLUDED IN THEIR MINUTES. THE SCHOOL CONDUCTED ITS MOST RECENT COMPENSATION STUDY ON JULY 1ST, 2022. 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 FEDERAL FORM 990 ARE AVAILABLE IN THE MAIN OFFICE FOR PUBLIC VIEWING.