2026-02-18T11:18:44-06:00 2025-07-31 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2024-08-01 590637814 THE BOLLES SCHOOL C/O TYLER J HODGES BOLL 9047339292 7400 SAN JOSE BLVD JACKSONVILLE FL 32217 TYLER J HODGES PRESIDENT/HEAD OF SCHOOL 9047339292 2026-02-04 1 1 MATTHEW PETROSKI P00853132 9726611843 2026-02-04 2024 2025-03-06 01:10:19Z TYLER J HODGES 7400 SAN JOSE BLVD JACKSONVILLE FL 32217 90365354 0 X WWW.BOLLES.ORG X 1936 FL PRIVATE COLLEGE PREPARATORY SCHOOL WITH AN INTERNATIONAL REPUTATION FOR EXCELLENCE. 25 24 526 180 0 0 15778184 11843468 54835498 58035158 4208053 6463217 594298 647189 75416033 76989032 5170519 5485761 0 0 30804654 33214849 0 0 2018919 23477538 25324431 59452711 64025041 15963322 12963991 168796104 182982009 58324074 60359008 110472030 122623001 THE BOLLES SCHOOL PREPARES STUDENTS FOR COLLEGE AND LIFE BY INSPIRING EXCELLENCE, COURAGE, INTEGRITY AND COMPASSION IN AN ACADEMIC COMMUNITY DEDICATED TO NURTURING MIND, BODY AND SOUL. 0 0 52280272 5485761 58069321 THE BOLLES SCHOOL IS A PRIVATE COLLEGE PREPARATORY SCHOOL WITH AN INTERNATIONAL REPUTATION FOR EXCELLENCE. LOCATED IN JACKSONVILLE, FLORIDA, THE SCHOOL ENROLLS APPROXIMATELY 1,800 BOARDING AND DAY STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE 12 ON FOUR CAMPUSES. THE SCHOOL FOCUSES ON A COMPLETE EDUCATION THAT EMPHASIZES EXCELLENCE IN ACADEMICS, THE ARTS, ATHLETICS, AND OTHER ACTIVITIES LIKE CLUBS AND COMMUNITY SERVICE. STUDENTS CAN PURSUE THEIR INTERESTS AND LEARN TO BALANCE A RICH VARIETY OF ACTIVITIES. OUR RIGOROUS PROGRAMS PREPARE STUDENTS FOR FUTURE SUCCESS AND 100% OF OUR GRADUATING SENIORS GO ON TO COLLEGE. OUR STUDENTS ALSO LEARN THE IMPORTANCE OF SELF-DISCIPLINE, PERSONAL RESPONSIBILITY, AND COMPASSION. THESE VALUES, OUTLINED IN THE BOLLES HONOR CODE, ARE VITAL TO CAMPUS LIFE. 52280272 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 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 1 129 0 1 526 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X JEFF ROLE CFOCOO 9042565068 7400 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 TYLER HODGES PRESIDENT HEAD OF SCHOOL 40.00 X X 448908 0 85930 RUSSELL NEWTON III CHAIR 3.00 X X 0 0 0 TATIANA SALVADOR VICE CHAIR 2.00 X X 0 0 0 JOHN SURFACE SECRETARY 1.00 X X 0 0 0 FERNANDO ACOSTA-RUA TRUSTEE 1.00 X 0 0 0 DECOVEN BROWN TRUSTEE 1.00 X 0 0 0 MARION CANGEMI TRUSTEE 1.00 X 0 0 0 ALI CHAHLAVI TRUSTEE 1.00 X 0 0 0 JED DAVIS TRUSTEE 1.00 X 0 0 0 DANIEL DROSS TRUSTEE 1.00 X 0 0 0 WILLIAM ERWIN JR TRUSTEE 1.00 X 0 0 0 DANA FENDER TRUSTEE 1.00 X 0 0 0 STEVEN GOLD TRUSTEE 1.00 X 0 0 0 MICHAEL HODGE TRUSTEE 1.00 X 0 0 0 WILLIAM KAPPAZ TRUSTEE 1.00 X 0 0 0 MICHAEL MEYERS TRUSTEE 1.00 X 0 0 0 MICHAEL MORALES TRUSTEE 1.00 X 0 0 0 KATHRYN PEARSON PEYTON TRUSTEE 1.00 X 0 0 0 FRANCIS SANCHEZ TRUSTEE 1.00 X 0 0 0 ALLISON KORMAN SHELTON TRUSTEE 1.00 X 0 0 0 A CHESTER SKINNER IV TRUSTEE 1.00 X 0 0 0 KAREN STONE TRUSTEE 1.00 X 0 0 0 DEWAYNE TERRY TRUSTEE 1.00 X 0 0 0 A RODNEY VANPELT TRUSTEE 1.00 X 0 0 0 MATTHEW WOTIZ TRUSTEE 1.00 X 0 0 0 JEFF ROLE CFO/COO 40.00 X 280572 0 33071 CAROL NIMITZ CHIEF ADVANCEMENT OFFICER 40.00 X 189495 0 18927 PETER VERHOEF DIRECTOR AQUATICS 40.00 X 168999 0 16423 KILA MCCANN DEAN OF ENROLLMENT & ACCESSIBILITY 40.00 X 155925 0 27022 CHRISTY LUSK CAMPUS HEAD, WHITEHURST 40.00 X 155032 0 16757 MOYA MARKS CAMPUS HEAD, SAN JOSE 40.00 X 141847 0 25326 1540778 0 223456 31 0 1 0 STELLAR GROUP INC 2900 HARTLEY RD JACKSONVILLE FL 32257 CONSTRUCTION & ENGINEERING SERVICES 10138286 ARAMARK 27310 NETWORK PLACE CHICAGO IL 606731273 MAINTENANCE, GROUNDS & CUSTODIAL 2933355 FLIK DINING PO BOX 417632 BOSTON MA 022417632 DINING SERVICES 2179936 THE MAYAN GROUP LLC PO BOX 23308 JACKSONVILLE FL 32257 CONSTRUCTION & ENGINEERING SERVICES 1416465 COMPLETE COMFORT SPECIALISTS LLC PO BOX 784 HILLIARD FL 32046 HVAC SERVICES 1019022 34 11843468 1179145 11843468 TUITION 611600 52924033 52924033 AUXILLARY SERVICES 611600 4736352 4736352 FACILITIES FEES 611600 230250 230250 OTHER STUDENT SERVICES 611600 144523 144523 58035158 2189651 2189651 253335 82820 170515 170515 170515 16710582 37879 12474895 0 4235687 37879 4273566 4273566 1132176 818607 313569 313569 MISC INCOME 900099 163105 34163 128942 163105 76989032 58069321 0 7076243 5485761 5485761 901083 152655 622661 125767 23130530 18988276 3285136 857118 1668272 1391598 211433 65241 5845762 4741774 860219 243769 1669202 1308683 269396 91123 24853 24853 107075 107075 237006 237006 1066442 468398 443061 154983 576306 576306 696176 281767 315269 99140 1135371 1020189 101643 13539 7845377 6875857 855558 113962 679501 74624 604877 165079 144679 18002 2398 6574488 5762023 716964 95501 AUXILLIARY & SUMMER SRV 1762867 1762867 ACADEMIC 1335682 1335682 STUDENT SERVICES 1298082 1238061 60021 ATHLETIC 774764 774764 1045362 472614 416370 156378 64025041 52280272 9725850 2018919 337342 382486 23163726 23403667 27516014 28694655 104364 206491 586040 453644 1664201 1639899 157402397 84936076 68489277 72466321 36666162 47241672 9653040 7928738 615938 564436 168796104 182982009 2900869 2612167 47848159 50705833 5449305 5010774 116650 1849983 2009091 180251 58324074 60359008 X 69461375 75013845 41010655 47609156 110472030 122623001 168796104 182982009 X 12963991 -741186 -71834 X 0 1 X 1 0 X 5187626 12086487 6573943 15778184 11843468 51469708 5187626 12086487 6573943 15778184 11843468 51469708 12713925 38755783 699652 1096048 2097747 2307740 2442986 8644173 153503 184108 115969 130558 128942 713080 60826961 266918961 0.63710 0.69240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32293118 414056 7864755 698851 39873078 26856379 955586 5007775 526622 32293118 24970744 475049 2043069 632483 26856379 28023327 483305 -3042092 493796 24970744 22643397 787369 5113918 521357 28023327 0.35750 0.38044 0.26206 0 0 3910936 3910936 122937116 62914749 60022367 22528067 19453974 3074093 8026278 2567353 5458925 72466321 CONTRACT RETAINAGE PAYABLE 180251 180251 X 71385350 -741186 30678 901427 190919 71194431 237006 5557595 5794601 76989032 59234379 30678 901427 932105 58302274 237006 5485761 5722767 64025041 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES ONLY DONOR-RESTRICTED ENDOWMENT FUNDS. ENDOWMENT GIFTS BENEFIT OUR CURRENT STUDENTS AS WELL AS THOSE OF FUTURE GENERATIONS. PART X, LINE 2: THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JULY 31, 2025 AND 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE CONSIDERED NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 818,607. RENTAL EXPENSES 82,820. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 5,485,761. CHANGE IN VALUE OF INTEREST RATE SWAP 43,907. LOSS ON UNCOLLECTIBLE PLEDGES 27,927. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 818,607. RENTAL EXPENSES 82,820. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 5,485,761. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 OUR NON-DISCRIMINATORY CLAUSE IS ON THE FOOTER OF EVERY PAGE ON THE BOLLES WEBSITE AND IS PRINTED IN OUR MAGAZINE THAT IS PUBLISHED TWICE A YEAR AND SENT TO ALL OF OUR CONSTITUENTS. IN ADDITION, IT IS GIVEN TO PROSPECTIVE FAMILIES AND PUT ON DISPLAY FOR PICK UP BY ANY GUEST VISITING ANY OF OUR CAMPUSES. THE MAGAZINE IS DISTRIBUTED IN JANUARY AND JULY EACH YEAR. 1 SCHOLARSHIP AND FINANCIAL ASSISTANCE 298 5485761 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: NEED-BASED FINANCIAL ASSISTANCE TO VARIOUS STUDENTS X 0 0 X X X X 0 1 0 0 0 0 0 0 0 TYLER HODGES PRESIDENT HEAD OF SCHOOL 335908 0 0 0 113000 0 73500 0 12430 0 534838 0 70000 0 JEFF ROLE CFO/COO 280572 0 0 0 0 0 27183 0 5888 0 313643 0 0 0 CAROL NIMITZ CHIEF ADVANCEMENT OFFICER 189495 0 0 0 0 0 17878 0 1049 0 208422 0 0 0 PETER VERHOEF DIRECTOR AQUATICS 168999 0 0 0 0 0 15734 0 689 0 185422 0 0 0 KILA MCCANN DEAN OF ENROLLMENT & ACCESSIBILITY 155925 0 0 0 0 0 16851 0 10171 0 182947 0 0 0 CHRISTY LUSK CAMPUS HEAD, WHITEHURST 155032 0 0 0 0 0 15571 0 1186 0 171789 0 0 0 MOYA MARKS CAMPUS HEAD, SAN JOSE 141847 0 0 0 0 0 15908 0 9418 0 167173 0 0 0 PART I, LINE 1A THE FOLLOWING PERSONS LISTED IN PART VII RECEIVED A HOUSING ALLOWANCE IN 2024 WHICH WAS INCLUDED IN THEIR TAXABLE COMPENSATION: - PRESIDENT/HEAD OF SCHOOL - CFO/COO - ASSOCIATE HEAD OF SCHOOL - CHIEF ADVANCEMENT OFFICER - ATHLETIC DIRECTOR PART I, LINE 4B THE PRESIDENT/HEAD OF SCHOOL PARTICIPATES IN A 457(F) PLAN. DURING 2024, $43,000 OF CONTRIBUTIONS WERE ACCRUED, AND $113,000 VESTED AND WAS INCLUDED IN TAXABLE COMPENSATION IN COL B(III). A CITY OF JACKSONVILLE FLORIDA 596000344 2015-05-14 9224291 REFINANCED TAX-EXEMPT BOND 0 0 0 A 3826412 9224291 9224291 2015 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 1 COMPASS BANK 20.000000000000 0 0 0 0 1 A 1 X 13403 SALES PRICE X 13 1135841 PUBLICLY TRADED EXCHANGE X BUILDING MATERIALS 1 29900 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REFLECTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND PRESENTED TO THE AUDIT COMMITTEE BY OUR OUTSIDE CPA FIRM, THE AUDIT COMMITTEE CHAIR THEN PRESENTS IT TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. A COPY IS PROVIDED TO ALL VOTING BOARD MEMBERS USING A SECURE WEB PORTAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEE MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT EVERY FISCAL YEAR. THE INTEREST STATEMENT IS MAINTAINED AND FILED WITH THE EXECUTIVE ASSISTANT OF THE BOLLES SCHOOL. PURSUANT TO THIS POLICY, EACH SUCH MEMBER WILL RECUSE HIM/HERSELF FROM VOTING ON ANY ISSUE WHICH INVOLVES A CONFLICT FOR THEM OR A FAMILY MEMBER. FORM 990, PART VI, SECTION B, LINE 15 TOTAL COMPENSATION FOR THE PRESIDENT IS DETERMINED BY THE BOARD OF TRUSTEES BASED ON MARKET VALUE INFORMATION PROVIDED BY SIMILARLY SITUATED PRIVATE SCHOOLS (NAIS IS USED AS A SOURCE), DEMOGRAPHIC REGIONAL SALARIES ALONG WITH SUCH FACTORS AS BUDGET CONSIDERATIONS, ALLOWANCES OF A NON-PROFIT INSTITUTION, EXPERIENCE, EDUCATION, AND DIFFICULTY IN PLACING POSITION. THE COMPENSATION DECISON IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -43,907. LOSS ON UNCOLLECTIBLE PLEDGES -27,927.