2012-03-21T15:48:30-05:00 2011-06-30 GOLDSTEIN SCHECHTER KOCH 2121 PONCE DE LEON BLVD SUITE 1100 CORAL GABLES FL 33134 990 2010-07-01 590659070 RANSOM EVERGLADES SCHOOL INC RANS 3054608800 3575 MAIN HIGHWAY MIAMI FL 33133 ROBERT PICKUP 3054608800 2012-03-21 1 ROGER TERRONE 3054422200 2010 2016-02-24 21:20:13Z ELLEN MOCERI 3575 MAIN HIGHWAY MIAMI FL 33133 40084590 0 X RANSOMEVERGLADES.ORG X 1967 FL RANSOM EVERGLADES SCHOOL, INC. IS AN EDUCATIONAL INSTITUTION AS DEFINED IN SECTION 501(C)(3). 30 30 482 497 0 0 4367866 5603264 28027503 29977003 -1147864 431830 122458 81100 31369963 36093197 3351577 3404620 0 0 15410185 15847485 0 0 1201386 11318462 12787371 30080224 32039476 1289739 4053721 74644157 84692552 20742642 23691132 53901515 61001420 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 24647575 3404620 28849276 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. 654099 1123921 INSTITUTION RUNS A SUMMER SCHOOL, CAMP, AND DAY CARE PROGRAM. 25301674 1 1 0 0 0 0 0 0 0 1 1 1 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 35 0 1 482 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 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 PICKUP 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 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 JORGE ROSENBLUT 1.00 X 0 0 0 ANDREW L ANSIN 1.00 X 0 0 0 LESLIE WAKEFIELD BUCHANAN 1.00 X 0 0 0 ELLEN MOCERI 40.00 X 347832 0 99593 JONATHAN KISLAK 5.00 X 0 0 0 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 ROBERT PICKUP 40.00 X 0 0 0 GREG LADD 40.00 X 0 0 0 MICHAEL FERGUSON 40.00 X 130430 0 26464 CLAUDE GRUBAIR 40.00 X 140953 0 17441 LAURINDA SPEAR 1.00 X 0 0 0 FRANK ZOHN 1.00 X 0 0 0 JOSEPH BUCHANAN 1.00 X 0 0 0 RAUL HENRIQUEZ 1.00 X 0 0 0 ELIZABETH JONHNSON 1.00 X 0 0 0 ANTHONY ROLLE 1.00 X 0 0 0 JAYNE ABBESS 1.00 X 0 0 0 EDWARD LATOUR 40.00 X 190655 0 26322 CRITTENDEN BUTLER 40.00 X 244470 0 28429 1054340 0 198249 5 1 1 0 JOHN MORIARTY & ASSOC OF FLORIDA INC 1942 TYLER ST HOLLYWOOD FL 33020 CONSTRUCTION SERVICES 1933004 SAGE DINING SERVICES 222 BOSLEY AVE STE B7 TOWSON MA 21204 CAFETERIA SERVICES 1257196 BEA ARCHITECTS INC 3075 NW NORTH RIVER DR MIAMI FL 33142 CONSTRUCTION SERVICES 522907 ROCKSO CORP 7810 HAWTHORNE AVENUE MIAMI BEACH FL 33141 CONSTRUCTION SERVICES 319048 BRYANT SECURITY CORP 16840 NE 19TH AVE N MIAMI BEACH FL 33162 SECURITY SERVICES 276121 11 122579 5480685 388270 5603264 STUDENT TUITION & FEES 611710 28853082 28853082 SUMMER DAY CAMP 611710 867209 867209 SUMMER SCHOOL 611710 133337 133337 DAY CARE 611710 123375 123375 29977003 358423 358423 38198 38198 38198 38198 2906538 200 2829326 4005 77212 -3805 73407 -3805 77212 225174 122579 470050 -244876 -244876 45700 26560 19140 19140 930090 661452 268638 268638 36093197 29973198 0 516735 3404620 3404620 982375 688488 248895 44992 11830339 8291176 2997344 541819 1149437 805572 291222 52643 960600 673227 243378 43995 924734 648091 234291 42352 64603 64603 61847 61847 114423 114423 378341 204223 174118 1311831 475750 446463 389618 400967 399673 1294 2312647 2312647 354629 271976 72806 9847 317747 242921 74826 371174 371174 2330336 2330336 1116934 1116934 ATHLETIC AND ACADEMIC P 1556587 1556587 BAD DEBT 959721 959721 FOOD SERVICES 919732 919732 LICENSES AND PERMITS 215852 215852 32039476 25301674 5536416 1201386 1459109 561792 930532 3001062 5753343 6654290 358713 252453 196102 198859 1041211 1347242 71309527 22952834 44922591 48356693 14482158 18376855 5051652 5492667 448746 450639 74644157 84692552 1639450 2933856 18970256 20523119 132936 234157 20742642 23691132 X 32623001 38005747 2873582 4975143 18404932 18020530 53901515 61001420 74644157 84692552 X 4053721 3046184 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20180918 2462494 3465146 2156289 23952269 19492203 3010683 1652398 3974366 20180918 21400045 3636492 -3674073 1870261 19492203 0.28740 0.71260 0 0 5345034 5345034 44770147 13305772 31464375 1533923 1236399 297524 19660423 8410663 11249760 48356693 PRIVATE EQUITY AND HEDGE FUNDS 5492667 F 5492667 STUDENT & PARENT ORGANIZATION FUNDS 71363 CAPITAL LEASES OBLIGATION 162794 234157 36093197 32039476 4053721 3046186 -2 3046184 7099905 39938226 3046186 -4 3046182 36892044 -798847 -798847 36093197 32838321 0 32838321 -798845 -798845 32039476 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 XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -2. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -4. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES - BOOK STORE INVENTORY -661,452. INSURANCE REFUND NETTED WITH INSURANCE EXPENSE -136. GAIN ON SALE OF ASSET -3,806. FUNDRAISING EXPENSE -133,453. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSET -3,806. COST OF SALES - BOOK STORE INVENTORY -661,452. INSURANCE REFUND NETTED WITH INSURANCE EXPENSE -136. PARENTS ASSOCIATION (FUNDRAISING) EXPENSE -133,453. ROUNDING ADJUSTMENT 2. 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 ANNUAL DINNER 56625 15985 40640 55467 AUCTION 184534 184534 363157 5 106594 106594 51426 347753 122579 225174 363157 106893 470050 -244876 45700 26560 1 1.00000 45700 26560 26560 19140 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 - 181 AWARDED STUDENTS 181 3404620 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 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ELLEN MOCERI 347832 0 0 0 0 0 52500 0 47093 0 447425 0 322754 0 MICHAEL FERGUSON 130430 0 0 0 0 0 20010 0 6454 0 156894 0 124109 0 CLAUDE GRUBAIR 140953 0 0 0 0 0 11025 0 6416 0 158394 0 133924 0 EDWARD LATOUR 190655 0 0 0 0 0 19845 0 6477 0 216977 0 185167 0 CRITTENDEN BUTLER 244470 0 0 0 0 0 15908 0 12521 0 272899 0 168606 0 PART I, LINE 1A RESIDENCE USE IS A NON-TAXABLE BENEFIT PROVIDED TO ELLEN MOCERI, THE HEAD OF SCHOOL ON THE SCHOOL'S GROUNDS FOR THE CONVENIENCE OF THE EMPLOYER. SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART II, COLUMN B(I), ROW 3 - THE CRITTENDEN BUTLER COMPENSATION AMOUNT INCLUDES THE PAYMENT OF SOME SUBSEQUENT FISCAL COMPENSATION UPON HIS WITHDRAWAL IN 2011 DUE TO ILLNESS. X 18 10080 COMPARABLE SALES X 8739 COMPARABLE SALES X 57 24129 COMPARABLE SALES X GIFT CERTIF,JEWERLY,HOTEL STAY & MISC FOR AUCTION 349 320209 ESTIMATED VALUE BASED ON COMPARABLE SALES X MISCELLANEOUS NON-CASH CONTRIBUTIONS 6 25113 ESTIMATED VALUE BASED ON COMPARABLE SALES 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENT THE TOTAL NUMBER OF DONORS WHO MADE THE CONTRIBUTIONS LISTED. 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 PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS/KEY EMPLOYEES INCLUDES COMPARABILITY DATA AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. 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 GAINS ON INVESTMENTS: 3,046,186. ROUNDING ADJUSTMENT -2. TOTAL TO FORM 990, PART XI, LINE 5: 3,046,184. THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.