2011-05-05T11:04:32-05:00 2010-07-31 Capin Crouse LLP 972 Emerson Parkway-Ste A Greenwood IN 46143 990 2009-08-01 590637814 BOLLES SCHOOL BOLL 9047339292 7400 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 Nancy Greene 9047339292 2011-05-05 1 3178852620 2009 2016-02-24 21:20:13Z Dr John Trainer 7400 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 25455501 0 X WWW.BOLLES.ORG X 1936 FL Bolles is a private college preparatory school with an international reputation for excellence. 22 21 380 59 0 0 2693066 1630761 17584739 17060752 -75074 1196934 380651 441214 20583382 20329661 142000 323884 0 11639213 11707727 0 1076350 8896491 8748393 20677704 20780004 -94322 -450343 55275395 55911672 36014113 37453849 19261282 18457823 The Bolles School prepares students for college and life by inspiring achievement, integrity, confidence, and compassion in an academic community dedicated to nurturing mind, body and soul.Accordingly, Bolles provides an unequaled breadth of opportunities and experiences which enable every student to optimize his or her unique interests, abilities, and talents. 0 0 17255279 323884 17338726 The Bolles School is a private college preparatory school with an international reputation for excellence. Located in Jacksonville, Florida, the school enrolls more than 1,700 boarding and day students in pre-kindergarten through grade 12 on four campuses. Bolles 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 percent of our graduating seniors go on to college. Our students also learn the importance of self-discipline, respect, personal responsibility and compassion. These values, outlined in the Bolles Honor Code, are vital to campus life. 17255279 1 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 17990 0 380 0 0 0 0 0 0 0 0 22 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X NANCY GREENE 9042565061 7400 SAN JOSE BLVD JACKSONVILLE FL 32217 Rodney McLauchlan 2.00 X 0 0 0 Sanjay Swani 1.00 X 0 0 0 Anne Alexander 1.00 X 0 0 0 Martha Baker 1.00 X 0 0 0 Carl E Bolch 1.00 X 0 0 0 Bruce A Chappell 1.00 X 0 0 0 Judson Graves 1.00 X 0 0 0 Clarence H Houston Jr 1.00 X 0 0 0 Bradley R Johnson 1.00 X 0 0 0 Lewis S Lee Jr 1.00 X 0 0 0 William Lynch 1.00 X 0 0 0 Katherine S Newton 1.00 X 0 0 0 Lisha Wise 1.00 X 0 0 0 Daniel C Rice 1.00 X 0 0 0 S Thompson Tygart Jr 1.00 X 0 0 0 George W Varn Jr 1.00 X 0 0 0 William Varn III 1.00 X 0 0 0 C Alan Verlander Jr 1.00 X 0 0 0 David Loeb 2.00 X 0 0 0 P Jeremy Smith Jr 4.00 X 0 0 0 Gary Condron 1.00 X 0 0 0 Janet Healy-Hyman 1.00 X 0 0 0 DR JOHN E TRAINER JR 40.00 X 167787 86006 22051 NANCY GREENE 40.00 X 44381 29783 25115 SERGIO LOPEZ MIRO 40.00 X 99215 0 18868 ROBERT WENZEL 40.00 X 129783 0 24345 BRADFORD REED 40.00 X 97767 0 17835 SCOTT SMITH 40.00 X 109659 0 21547 451610 115789 93058 3 0 1 0 0 1630761 24023 1630761 NET TUITION INCOME 611600 15478595 15478595 SUMMER PROGRAMS 611600 786891 786891 OTHER STUDENT SERVICES 611600 721211 721211 FACILITIES FEES 611600 74055 74055 17060752 1499784 1499784 69414 69414 69414 69414 4592448 4895298 -302850 -302850 -302850 138820 44994 93826 93826 228873 185548 43325 43325 OTHER REVENUE 611600 234649 234649 234649 20329661 17338726 0 1360174 323884 323884 259334 259334 115964 115964 8823714 7351461 1064434 407819 1832074 1502667 243666 85741 676641 554981 89993 31667 5826 5826 36700 36700 83807 83807 2148694 2059953 71981 16760 254256 204127 48468 1661 1234100 1158095 66583 9422 225289 130726 46218 48345 140542 134738 4708 1096 2055326 1970441 68853 16032 ACADEMIC EXPENSES 481891 481891 RESTRICTED GIFT EXPENSE 373793 373793 ENDOWMENT FUND EXPENSE 364964 364964 ATHLETIC 349246 349246 FOOD SERVICES 343055 343055 650904 574050 76647 207 20780004 17255279 2448375 1076350 23130752 5106948 1042314 1461242 1054048 614503 1853323 1773289 129509 138187 571757 632482 43438466 25590966 17870682 17847500 9623010 28337521 55275395 55911672 1130097 908370 13556218 13459285 2740000 2200000 15316 18572482 20886194 36014113 37453849 X 8337848 7403355 3245561 3377523 7677873 7676945 19261282 18457823 55275395 55911672 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9874820 412622 991136 -424109 10854469 11360993 89760 -1433933 142000 9874820 0.10750 0.18800 0.70450 0 0 869311 869311 32823281 17642924 15180357 6372940 5513864 859076 3372934 2434178 938756 17847500 DUE TO AFFILIATE - INTERFUND PAYABLE 20325945 DERIVATIVE INSTRUMENT 560249 20886194 Part V, Line 4: Description of Intended Use of Endowment Funds: THE BOLLES SCHOOL ENDOWMENT IS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING OPERATIONAL EXPENSES AND SCHOLARSHIPS FOR STUDENTS. 1 1 1 THE BOLLES SCHOOL PRINTS A NON-DISCRIMINATORY STATEMENT ON ALL PUBLICATIONS, INCLUDING ADMISSIONS PAMPHLETS THAT ARE SENT TO PROSPECTIVE STUDENTS. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Golf Tournament 82720 82720 10202 15142 Parent's Association Event 56100 56100 19650 138820 138820 19650 10202 15142 44994 93826 0 Donor Restricted Scholarships and Financial Assistance 323884 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Need-Based Financial Assistance to Various Students X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR JOHN E TRAINER JR 167787 71909 0 0 0 14097 20617 0 1434 0 189838 86006 0 0 ROBERT WENZEL 129783 0 0 0 0 0 20645 0 3700 0 154128 0 0 0 Part I, Line 1a John E. Trainer, Jr. Ph.D. is the only employee who receives Housing allownace. Nancy Greene, Robert Wenzel, Scott Smith, Bradford Reed and John E. Trainer, Jr. Ph.D. have Health or Social Club dues. Various Tuition Remission 33750 Cathy Soud Sister of Trustee 47765 W2 Wage 0 Steve Soud Brother-In-Law of Trustee 68199 W2 Wage 0 Form 990, Part V, Line 2a The Bolles School serves as "common paymaster" for Bolles School, Bartram Campus Bolles, Inc and Bolles/Ponte Vedra Inc. As such, all employees are paid through Bolles School and reported on that entity's Form W-3. According to IRS instructions, the total number of employees (460) have been allocated and the number of employees reported on this line based upon the campus on which they work. Further, compensation amounts for these three entities have been allocated to the appropriate entity for Form 990, Part VII, Part IX and Schedule J. Form 990, Part VI, Section A, line 2 George W. Varn, Jr. is the cousin of William Varn III who both reside on the Board of Trustees Form 990, Part VI, Section B, line 11 A COPY OF THE 990 WAS PROVIDED TO EACH VOTING BOARD MEMBER AT A RECENT BOARD MEETING. PRIOR TO THE FILING DATE OF THE 990, THE FINANCE COMMITTEE REVIEWED AND APPROVED THE 990. Form 990, Part VI, Section B, line 12c BOARD OF TRUSTEE MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT EVERY FISCAL YEAR. PURSUANT TO THIS POLICY, EACH SUCH MEMBER WILL RECUSE HIM/HERSELF FROM VOTING ON ANY ISSUE FOR WHICH A CONFLICT FOR THEMSELVES OR THEIR FAMILY EXISTS. Form 990, Part VI, Section B, line 15 Total compensation is determined by either the president, board of trustees, or the associate head/finance 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. 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 2c Explanation for Responsibility The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed since the prior year. BOLLESPONTE VEDRA INC 7400 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 592503766 EDUCATIONAL SERVICES FL 501(C)(3) 2 N/A BARTRAM CAMPUS BOLLES INC 7400 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 590624365 EDUCATIONAL SERVICES FL 501(C)(3) 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0