2025-03-13T10:04:18-05:00 2024-06-30 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2023-07-01 541096344 WAKEFIELD SCHOOL INC WAKE 5402537500 PO BOX 107 THE PLAINS VA 20198 ASHLEY HARPER HEAD OF SCHOOL 5402537500 2025-03-04 1 0 NATALIE R ANZZOLIN CPA P01329867 7033858888 2023 2025-03-06 01:10:19Z ASHLEY HARPER PO BOX 107 THE PLAINS VA 20198 12772223 0 X HTTP://WWW.WAKEFIELDSCHOOL.ORG X 1978 VA TO FOSTER THE CHARACTER, CURIOSITY, & CLEAR VOICES THE WORLD NEEDS 15 15 137 100 0 0 830891 893182 11746184 11669822 23233 65105 -83546 41141 12516762 12669250 2252593 2083322 0 0 6798449 6950275 0 0 427225 3519608 4148599 12570650 13182196 -53888 -512946 20507313 19822599 9688581 9409607 10818732 10412992 TO FOSTER THE CHARACTER, CURIOSITY, & CLEAR VOICES THE WORLD NEEDS 0 0 10925490 2083322 11669822 ESTABLISHED IN 1972, WAKEFIELD SCHOOL IS AN INDEPENDENT, COLLEGE-PREPARATORY DAY SCHOOL FOR STUDENTS IN JUNIOR KINDERGARTEN THROUGH GRADE 12 ENGAGING IN A RIGOROUS AND INSPIRING LIBERAL ARTS CURRICULUM. FOR THE 2022-2023 SCHOOL YEAR, 400 STUDENTS WERE ENROLLED. OUR STUDENT TO TEACHER RATIO IS 8:1. OUR SCHOOL OFFERS A WIDE RANGE OF ARTISITC ENDEAVORS FROM ACTING TO PHOTOGRAPHY TO MUSIC THEORY. WE OFFER A VARIETY OF VARSITY SPORTS IN THE UPPER SCHOOL AND NON VARSITY SPORTS IN THE MIDDLE SCHOOL. OUR SCHOOL OFFERS NUMEROUS ADVANCED PLACEMENT AND/OR DUAL ENROLLMENT COURSES AND ON AVERAGE OUR STUDENTS TAKE BETWEEN THREE AND FIVE AP CLASSES WHILE ATTENDING THE SCHOOL. 10925490 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 1 0 0 0 0 0 0 0 0 1 11 0 1 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE SCHOOL 5402537500 4439 OLD TAVERN ROAD THE PLAINS VA 20198 GEORGE MCLAMB CHAIR OF BOARD 5.00 X X 0 0 0 KATHRYN ALEDA VICE CHAIR 1.00 X X 0 0 0 COLEMAN RECTOR TRUSTEE AND TREASURER 1.00 X X 0 0 0 SUSAN WHITSON SECRETARY 1.00 X X 0 0 0 DAVID BASSAM TRUSTEE 1.00 X 0 0 0 DIANA CORONA TRUSTEE 1.00 X 0 0 0 JAY BRYANT TRUSTEE 1.00 X 0 0 0 CAREY PIERS TRUSTEE 1.00 X 0 0 0 KAREN WAY TRUSTEE 1.00 X 0 0 0 GRACIE WITHERS TRUSTEE 1.00 X 0 0 0 AMANDA O'BRIEN TRUSTEE 1.00 X 0 0 0 DARRIN MOLLETT TRUSTEE 1.00 X 0 0 0 JOHN NEFF TRUSTEE 1.00 X 0 0 0 MOLLY OHRSROM TRUSTEE 1.00 X 0 0 0 LINDA RICH TRUSTEE 1.00 X 0 0 0 DEVON RAMIREZ TRUSTEE 1.00 X 0 0 0 ASHLEY HARPER HEAD OF SCHOOL 50.00 X 283041 0 45210 283041 0 45210 1 0 1 0 CUBAS CLEANING SERVICES 7618 MARACAIBO CT GAINESVILLE VA 20155 CLEANING SERVICES 173161 THE BUDD GROUP 2325 S STRATFORD ROAD WINSTON SALEM NC 27103 CLEANING SERVICES 125754 2 166676 726506 61000 893182 TUITION AND FEES 611110 11222555 11222555 STUDENT PROGRAMS AND ACTIVITIES 611110 447267 447267 11669822 45858 45858 51015 31768 19247 19247 19247 112346 166676 71205 41141 41141 12669250 11669822 0 106246 2083322 2083322 369882 36988 221929 110965 5224851 4579745 472225 172881 151423 116977 25791 8655 800921 718326 81773 822 403198 328393 53936 20869 20943 14458 6485 40986 40986 1247 1247 95624 4973 78380 12271 139630 139630 345914 18736 314016 13162 309300 221723 67302 20275 877156 803700 73319 137 340922 305680 35242 1042925 955740 87185 87854 87854 SUPPLIES 491424 469669 9549 12206 EVENTS 254488 190592 15399 48497 TRANSPORTATION 100186 90926 9260 13182196 10925490 1829481 427225 568725 571768 621606 619230 262663 163778 60782 126607 118654 106229 33103909 15857171 17917890 17246738 904277 988249 52716 0 20507313 19822599 380465 424343 711059 708150 8597057 8277114 9688581 9409607 X 10340344 9987781 478388 425211 10818732 10412992 20507313 19822599 -512946 107206 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1414415 -42726 134659 1506348 1293538 27279 93598 1414415 1404219 23153 -133834 1293538 1173375 44482 61198 1404219 1103994 8183 35421 1173375 0.77334 0.22666 0 0 850000 850000 30049729 14104847 15944882 2204180 1752324 451856 17246738 X 10763742 107206 -2083322 -1976116 12739858 1247 -71855 -70608 12669250 11169482 71855 71855 11097627 1247 2083322 2084569 13182196 PART V, LINE 4: THE ENDOWMENT WAS ESTABLISHED TO PROVIDE FINANCIAL STRENGTH FOR THE SCHOOL IN THE YEARS AHEAD. PART X, LINE 2: THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS -2,083,322. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET -650. FUNDRAISING EXPENSES -71,205. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET 650. FUNDRAISING EXPENSES 71,205. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 2,083,322. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SEE PART II LINE 3 - EXPLANATION OF NONDISCRIMINATION POLICY THE SCHOOL ADMITS STUDENTS OF ANY RACE WITH ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, FINANCIAL AID PROGRAM AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. AUCTION GALA 279022 166676 112346 35449 1701 11075 22980 279022 166676 112346 35449 1701 11075 22980 71205 41141 1 FINANCIAL AID FOR 2023-2024 SCHOOL YEAR 148 2083322 SCHEDULE I, PART I, 2 THE SCHOOL USES A THIRD PARTY SERVICE TO DETERMINE INDIVIDUAL NEED FOR STUDENTS THAT APPLY, IN ADDITION TO INTERNAL GUIDELINES AND BUDGETS. FINANCIAL AID AWARDED IS LISTED ON THE STUDENT CONTRACT FOR THE SCHOOL YEAR. X X 0 0 0 0 0 0 0 1 0 ASHLEY HARPER HEAD OF SCHOOL 257341 0 25700 0 0 0 13710 0 31500 0 328251 0 0 0 PART I, LINE 7 ASHLEY HARPER RECEIVED A DISCRETIONARY BONUS OF $25,700 IN 2023. A ECONOMIC DEVELOPMENT AUTHORITY OF FAUQUIER COUNTY 546001274 000000000 2018-04-25 10000000 SEE PART VI 0 0 0 A 10000000 1 0 0 0 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 SCHEDULE K, PART I, BOND ISSUES (F) THE PURPOSE OF THE BOND ISSUE WAS TO REFINANCE SERIES 2008 VARIABLE RATE REVENUE BONDS USED IN CAPITAL BUILDING PROJECTS. FAMILY MEMBER OF INTERESTED PERSONS FAMILY MEMBER OF INTERESTED PERSONS 32300 TUITION REMISSION X PIANO 1 35000 X NEW HVAC SYSTEM - DINING HALL 1 21000 X NEW SHED - LOWER FIELD 1 5000 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE SCHOOL HAS AN EXECUTIVE COMMMITTEE WITH THE POWER TO MANAGE THE AFFAIRS OF THE SCHOOL BY ACTING ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE HEAD OF SCHOOL AND ORGANIZATION'S GOVERNING BODY TO BE REVIEWED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE SCHOOL'S OFFICERS, TRUSTEES, HEAD OF SCHOOL AND CHIEF EMPLOYED FINANCIAL EXECUTIVE AND IS MONITORED BY AN ANNUAL DISCLOSURE OF INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST ON A SCHOOL PROVIDED FORM WHICH ARE REVIEWED AND MAINTAINED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD OF TRUSTEES REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT OR FUTURE) ARE IDENTIFIED, THE CHAIR WILL DETERMINE WHETHER TO A)TAKE NO ACTIONS; B) ASSURE FULL DISCLOSURE TO THE BOARD OF TRUSTEES AND OTHER INDIVIDUALS COVERED BY THIS POLICY; C)ASK THE PERSON TO RECUSE HIM OR HERSELF FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE SCHOOL; OR D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE SCHOOL (FAILING WHICH THE INDIVIDUAL MAY BECOME SUBJECT TO POSSIBLE REMOVAL). THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE. COMPARABILITY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM VAIS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE APPLICABLE BOARD AND/OR COMMITTEE MEETING. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE FOLLOWING OFFICES/POSITIONS AND THE MOST RECENT YEARS FOR WHICH THIS PROCESS WAS UNDERTAKEN FOR EACH IS IDENTIFIED: - HEAD OF SCHOOL - JULY 1, 2024 NO OTHER OFFICERS ARE COMPENSATED. 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 UPON REQUEST.