2026-03-10T16:14:16-05:00 2025-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2024-07-01 521117092 THE MCLEAN SCHOOL OF MARYLAND INC MCLE 3012998277 8224 LOCHINVER LANE POTOMAC MD 20854 JEFFREY BERMAN ASSOCIATE HEAD OF SCHOOL 3012998277 2026-03-10 1 0 PATRICK M HANTSKE II CPA P00440640 4102244920 2026-03-10 2024 2025-03-06 01:10:19Z JEFFREY BERMAN 8224 LOCHINVER LANE POTOMAC MD 20854 40963510 0 X WWW.MCLEANSCHOOL.ORG X 1978 MD PRIVATELY FUNDED, FULL SCOPE, COLLEGE PREPARATORY EDUCATIONAL INSTITUTION DEDICATED TO THE EDUCATION OF STUDENTS FROM KINDERGARTEN THROUGH GRADE 12. 17 17 206 180 0 0 1650238 843392 28058703 28999200 605601 695717 124643 161156 30439185 30699465 6155191 7003703 0 0 16265545 16939359 0 0 627763 7794099 8113907 30214835 32056969 224350 -1357504 37581415 35548059 34127274 33202219 3454141 2345840 MCLEAN SCHOOL'S SMALL CLASSES AND ABILITIES MODEL PREPARE BRIGHT STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADE, INCLUDING THOSE WITH DYSLEXIA, ANXIETY, AND ATTENTION ISSUES, FOR COLLEGE SUCCESS. 0 0 25223462 7003703 29027305 MCLEAN SCHOOL'S MISSION IS TO MAKE EDUCATION ACCESSIBLE, STIMULATING, AND MEANINGFUL TO A BROAD RANGE OF BRIGHT K-12 LEARNERS. MCLEAN UNDERSTANDS EACH STUDENT'S UNIQUE STRENGTHS AND CHALLENGES, AND SUPPORT BOTH IN A WAY THAT FOSTERS INTELLECTUAL GROWTH AS WELL AS CONFIDENCE, SELF-ADVOCACY, EMPATHY, AND CONNECTION. AT MCLEAN, STUDENTS SUCCEED BECAUSE THEY LEARN HOW TO LEARN IN A COMMUNITY OF CARING TEACHERS AND PEERS. 25223462 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 206 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X THE MCLEAN SCHOOL OF MARYLAND INC 2403952454 8224 LOCHINVER LANE POTOMAC MD 20854 DONNA OREM BOARD MEMBER 2.00 X 0 0 0 JAMES CIGLIANO CHAIR 2.00 X X 0 0 0 MYA FISHER BOARD MEMBER 2.00 X 0 0 0 CLARE ANDERSON BOARD MEMBER 2.00 X 0 0 0 BARRY DAVIS HEAD OF SCHOOL 37.50 X X 173225 0 18275 LEAH LARSON-RABIN SECRETARY 2.00 X X 0 0 0 DEV TALVADKAR TREASURER 2.00 X X 0 0 0 MARY A MURPHY VICE CHAIR 2.00 X X 0 0 0 GREGORY MALLORY BOARD MEMBER 2.00 X 0 0 0 MARK GRANADA BOARD MEMBER 2.00 X 0 0 0 MATTHEW MCNALLY BOARD MEMBER 2.00 X 0 0 0 JOY RUSSELL BOARD MEMBER 2.00 X 0 0 0 JEREMY DRESNER BOARD MEMBER 2.00 X 0 0 0 BETH ISING BOARD MEMBER 2.00 X 0 0 0 JENNIFER WALSH BOARD MEMBER 2.00 X 0 0 0 BRIAN JACOBSON PRESIDENT OF PARENTS ASSOC 2.00 X 0 0 0 MEREDITH SHEARS BOARD MEMBER 2.00 X 0 0 0 AARON PERLIS BOARD MEMBER 2.00 X 0 0 0 DANIEL ROSALES-BERSTEIN BOARD MEMBER 2.00 X 0 0 0 MICHELLE R ELLIS DIRECTOR OF DEVELOPMENT 37.50 X 163507 0 7367 JEFFREY BERMAN ASSOCIATE HEAD OF SCHOOL 37.50 X 325260 0 41795 MELISSA GRAY-HUGHES ASSOCIATE HEAD OF SCHOOL 37.50 X 277652 0 42028 JENNIFER WHICHARD HEAD OF LOWER SCHO 37.50 X 189765 0 10431 CHAPIN MILLER HEAD OF UPPER SCHOOL 37.50 X 151264 0 11145 DAVID ROTH HEAD OF MIDDLE SCHOOL 37.50 X 171212 0 11793 ROBERT A EDWARDS DIRECTOR OF COMMUNITY INCLUSION AND EXTERNAL REALT 37.50 X 145524 0 8473 MICHELLE LM BELTON DIRECTOR OF DIVERSITY 37.50 X 122400 0 3060 NATALIE C STAPERT ASST HEAD OF UPPER SCHOOL 37.50 X 120027 0 10738 CATHERINE SWIFT PATTERSON DIRECTOR OF ADMISSION 37.50 X 147192 0 14050 DAMON V PERRY II DIRECTOR OF ATHLETIC DEPARTMENT 37.50 X 124508 0 11025 2111536 0 190180 28 0 1 0 COUGHLIN TRANSPORTATION 7961 QUEENAIR DR GAITHERSBURG MD 20879 TRANSPORTATION 1056999 WASHINGTON HEBREW CONGREGATION 11810 FALLS ROAD POTOMAC MD 20854 LEASING SERVICES 685209 MONTGOMERY COUNTY PUBLIC SCHOOLS DIVISION OF CONTROLLER ROCKVILLE MD 20850 LEASING SERVICES 605033 KELLERMEYER BERGENSONS SERVICES LLC PO BOX 741038 CHICAGO IL 60674 CLEANING SERVICES 252875 829 STUDIOS PO BOX 1323 BRATTLEBORO VT 05302 MARKETING SERVICES 154012 7 24489 818903 843392 TUITION AND RELATED FEES 611110 27293280 27293280 AUXILIARY SERVICES 611710 1283579 1283579 SUMMER PROGRAM 611710 362433 362433 PARENT ASSOCIATION 611710 59908 59908 28999200 643146 643146 12025 0 12025 12025 12025 10255610 10203039 52571 52571 52571 194057 24489 61006 133051 133051 MISCELLANEOUS 611710 16080 16080 16080 30699465 29027305 0 828768 7003703 7003703 1054218 805444 223059 25715 12060786 9214685 2551910 294191 437929 391218 41883 4828 2430320 1624520 736279 69521 956106 733570 199364 23172 45147 34493 9553 1101 63613 48601 13460 1552 65830 50315 13911 1604 682735 682735 653761 389858 236226 27677 1227834 686420 515013 26401 932248 932248 811055 619662 171609 19784 542585 414546 114804 13235 106108 81069 22451 2588 EDUCATION EXPENSES 935103 935103 REPAIRS AND MAINTENANCE 873353 681215 165937 26201 PROFESSIONAL DEVELOPMEN 514091 243034 255345 15712 HOSPITALITY AND GIFTS 268130 1041 192608 74481 392314 332717 59597 32056969 25223462 6205744 627763 500 500 6571615 5612624 22947 14947 82099 99797 3403 7333 328515 188858 24728394 12092019 13107453 12636375 9878976 9840448 7585907 7147177 37581415 35548059 1555540 1482869 9865525 9794441 11568454 11312630 11137755 10612279 34127274 33202219 X 1108206 -110617 2345935 2456457 3454141 2345840 37581415 35548059 -1357504 249203 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2138651 300000 260348 252459 2446540 1066868 1066928 102416 97561 2138651 985408 81460 1066868 1138659 -153251 985408 1138659 8686 8686 1138659 0.14628 0.85372 0 0 23124071 10700620 12423451 1588173 1391399 196774 16150 16150 12636375 DEFERRED COMPENSATION ASSET 143329 OPERATING RIGHT OF USE ASSET 6976658 SECURITY DEPOSITS 27190 7147177 DEFERRED COMPENSATION PAYABLE 143329 OPERATING RIGHT OF USE LIABILITY 10468950 10612279 X 23944965 249203 249203 23695762 7003703 7003703 30699465 25053266 0 25053266 7003703 7003703 32056969 PART V, LINE 4: NEED-BASED SCHOLARSHIPS TO STUDENTS PART X, LINE 2: THE SCHOOL ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE SCHOOL DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE SCHOOL'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NEED-BASED SCHOLARSHIPS 7,003,703. PART XII, LINE 4B - OTHER ADJUSTMENTS: NEED-BASED SCHOLARSHIPS 7,003,703. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS STATED IN ADVERTISEMENTS, ADMISSION MATERIALS, PARENT AND STUDENT HANDBOOK, AND EMPLOYEE HANDBOOK. GALA / AUCTION 218546 24489 194057 4676 51458 1165 3707 218546 24489 194057 4676 51458 1165 3707 61006 133051 1 NEED-BASED SCHOLORSHIPS TO STUDENTS 226 7003703 FMV FINANCIAL AID PART I, LINE 2: THE SCHOOL HAS A FINANCIAL ASSISTANCE COMMITTEE THAT IS RESPONSIBILE FOR DISBURSING BOARD APPROVED NEED-BASED SCHOLARSHIPS TO STUDENTS TO REDUCE THEIR TUITION COSTS. X 1 0 X X X X X 0 1 0 0 0 0 0 0 0 JEFFREY BERMAN ASSOCIATE HEAD OF SCHOOL 325260 0 0 0 0 0 35975 0 5820 0 367055 0 0 0 MELISSA GRAY-HUGHES ASSOCIATE HEAD OF SCHOOL 277652 0 0 0 0 0 34180 0 7848 0 319680 0 0 0 JENNIFER WHICHARD HEAD OF LOWER SCHO 189765 0 0 0 0 0 7700 0 2731 0 200196 0 0 0 BARRY DAVIS HEAD OF SCHOOL 173225 0 0 0 0 0 17000 0 1275 0 191500 0 0 0 DAVID ROTH HEAD OF MIDDLE SCHOOL 171212 0 0 0 0 0 7039 0 4754 0 183005 0 0 0 MICHELLE R ELLIS DIRECTOR OF DEVELOPMENT 163507 0 0 0 0 0 2574 0 4793 0 170874 0 0 0 CHAPIN MILLER HEAD OF UPPER SCHOOL 151264 0 0 0 0 0 3973 0 7172 0 162409 0 0 0 CATHERINE SWIFT PATTERSON DIRECTOR OF ADMISSION 147192 0 0 0 0 0 6202 0 7848 0 161242 0 0 0 ROBERT A EDWARDS DIRECTOR OF COMMUNITY INCLUSION AND 145524 0 0 0 0 0 5923 0 2550 0 153997 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE PROVIDED TO HEAD OF SCHOOL. PART I, LINE 4B BARRY DAVIS, HEAD OF SCHOOL, JEFFREY BERMAN AND MELISSA GRAY, ASSOCIATE HEADS OF SCHOOL, PARTICIPATED IN A 457 F PLAN OFFERED BY THE SCHOOL. THE SCHOOL CONTRIBUTED 22,500 INTO BARRY'S 457 F PLAN AND 25,000 INTO JEFFREY AND MELISSA'S PLANS DURING THE FISCAL YEAR ENDING JUNE 30, 2025. A MONTGOMERY COUNTY MARYLAND 2019-01-11 12000000 FINANCE AND REFINANCE COSTS OF RENOVATIONS AND UPGRADES OF SCHOOL CAMPUS 0 0 0 A 12000000 277823 2019 0 1 1 1 A 0 0 0 0 0 0 0 0 0 A 0 JOY RUSSELL BOARD MEMBER 42525 FINANCIAL AID FINANCIAL AID MATTHEW MCNALLY BOARD MEMBER 52050 FINANCIAL AID FINANCIAL AID FORM 990, PART VI, SECTION B, LINE 11B THE ASSISTANT HEAD OF SCHOOL REVIEWS THE 990 AND THEN FORWARDS IT TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL. THE 990 IS THEN CIRCULATED TO ALL TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE OF THE BOARD REVIEWS DISCLOSURES AND DETERMINES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS, AND WHETHER OR NOT SUCH CONFLICT MATERIALLY AND ADVERSELY AFFECTS THE INTERESTS OF THE SCHOOL. THE MEMBER OF THE BOARD WHOSE POTENTIAL CONFLICT IS UNDER REVIEW MAY NOT DEBATE, VOTE, OR OTHERWISE PARTICIPATE IN SUCH DETERMINATION. IF THE AUDIT COMMITTEE DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST DOES EXIST, IT IS REFERRED TO THE FULL BOARD OF TRUSTEES, WHICH DETERMINES AN APPROPRIATE REMEDY PURSUANT TO THE PROCEDURES SET FORTH IN THE CONFILICT OF INTEREST COMPLIANCE AND RESOLUTION PROCEDURES. SUCH REMEDY MAY INCLUDE THE RECUSAL OF THE CONFLICTED MEMBER OF THE BOARD FROM CERTAIN MATTERS PENDING BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS SET ANNUALLY BY THE BOARD CHAIR IN CONSULTATION WITH OTHER MEMBERS OF THE BOARD, PURSUANT TO THE PARAMETERS ESTABLISHED IN THE HEAD OF SCHOOL'S CONTRACT. IN FORMULATING THAT CONTRACT THEY REVIEW OTHER LEVELS OF COMPENSATION AMOUNG PEERS, GEOGRAPHY, SIZE OF SCHOOL, AND LENGTH OF SERVICE WHEN SETTING THE LEVEL OF COMPENSATION. THE ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON (AISGW) PUBLISHES THIS DATA FOR ALL INDEPENDENT SCHOOLS IN THE DC AREA. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND 990 ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART XII LINE 2 C FINANCIAL STATEMENTS AND REPORTING THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION OF THE INDEPENDENT AUDITOR PROCESS FROM THE PRIOR YEAR.