2026-05-11T14:48:50-05:00 2025-06-30 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2024-07-01 541096344 WAKEFIELD SCHOOL INC WAKE 5402537500 PO BOX 107 THE PLAINS VA 20198 ASHLEY HARPER HEAD OF SCHOOL 5402537500 2026-05-07 1 1 TRACY M MOREY CPA P01521539 7033858888 2024 2025-03-06 01:10:19Z ASHLEY HARPER PO BOX 107 THE PLAINS VA 20198 13279860 0 X HTTP://WWW.WAKEFIELDSCHOOL.ORG X 1978 VA TO FOSTER THE CHARACTER, CURIOSITY, & CLEAR VOICES THE WORLD NEEDS 16 16 136 75 0 0 893182 1155513 11669822 11858776 65105 156861 41141 -78357 12669250 13092793 2083322 2354448 0 0 6950275 7001574 0 0 402470 4148599 4026553 13182196 13382575 -512946 -289782 19822599 19882416 9409607 9630049 10412992 10252367 TO FOSTER THE CHARACTER, CURIOSITY, & CLEAR VOICES THE WORLD NEEDS 0 0 8936088 2354448 11485451 FOUNDED IN 1972, WAKEFIELD SCHOOL IS AN INDEPENDENT, COLLEGE-PREPARATORY DAY SCHOOL SERVING STUDENTS IN JUNIOR KINDERGARTEN THROUGH GRADE 12. WITH 380 STUDENTS AND AN 8:1 STUDENT-TO-TEACHER RATIO, WAKEFIELD OFFERS A PERSONALIZED, RIGOROUS LIBERAL ARTS EDUCATION IN A CLOSE-KNIT COMMUNITY. INSTRUCTIONAL PROGRAMS INCLUDE THE TUITION COST FOR ALL STUDENTS DURING A NORMAL SCHOOL YEAR. 1659199 56102 STUDENT SERVICE PROGRAMS INCLUDE ALL SUPPORT ACTIVITIES FOR STUDENTS AND INCLUDES SPORTS, FIELD TRIP FEES, AND OTHER FEES ENCOMPASSING THE DAILY STUDENT EDUCATION PROGRAM. 294118 317223 AUXILIARY PROGRAMS INCLUDE ALL ANCILLARY ACTIVITIES OUTSIDE OF INSTRUCTIONAL AND STUDENT SERVICES, AND INCLUDES ACTIVITIES SUCH AS AFTER-SCHOOL ACTIVITIES AND SUMMER PROGRAMS, LUNCH, AND BUS FEES. 10889405 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 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 19 0 1 136 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X VINCENT DEVITO 5402537500 4439 OLD TAVERN ROAD THE PLAINS VA 20198 GEORGE MCLAMB CHAIR OF BOARD 5.00 0.00 X X 0 0 0 KATHRYN ALEDA VICE CHAIR 1.00 0.00 X X 0 0 0 SUSAN WHITSON SECRETARY 1.00 0.00 X X 0 0 0 COLEMAN RECTOR TREASURER 1.00 0.00 X X 0 0 0 DAVID BASSAM TRUSTEE 1.00 0.00 X 0 0 0 DIANA CORONA TRUSTEE 1.00 0.00 X 0 0 0 JAY BRYANT TRUSTEE 1.00 0.00 X 0 0 0 PIERS CAREY TRUSTEE 1.00 0.00 X 0 0 0 KAREN WAY TRUSTEE 1.00 0.00 X 0 0 0 GRACIE WITHERS TRUSTEE 1.00 0.00 X 0 0 0 AMANDA O'BRIEN TRUSTEE 1.00 0.00 X 0 0 0 DARRIN MOLLETT TRUSTEE 1.00 0.00 X 0 0 0 JOHN NEFF TRUSTEE 1.00 0.00 X 0 0 0 MOLLY OHRSTROM TRUSTEE 1.00 0.00 X 0 0 0 LINDA RICH TRUSTEE 1.00 0.00 X 0 0 0 DEVON RAMIREZ TRUSTEE 1.00 0.00 X 0 0 0 ASHLEY HARPER HEAD OF SCHOOL 50.00 0.00 X 307308 0 35345 VINCENT DEVITO CHIEF FINANCIAL OFFICER 40.00 0.00 X 152358 0 13318 KERRY OWEN HEAD OF LOWER AND MIDDLE SCHOOL 40.00 0.00 X 111158 0 7075 TOUSSAINT SUMMERS DIRECTOR OF ATHLETICS 40.00 0.00 X 102336 0 8682 673160 0 64420 4 0 1 0 CUBAS CLEANING SERVICES 7618 MARACAIBO CT GAINESVILLE VA 20155 CLEANING SERVICES 189212 THE BUDD GROUP 2325 S STRATFORD ROAD WINSTON SALEM NC 27103 CLEANING SERVICES 135506 2 152417 1003096 85837 1155513 TUITION AND FEES 611110 11485451 11485451 STUDENT PROGRAMS AND ACTIVITIES 611110 373325 373325 11858776 156844 156844 17 0 17 17 17 108710 152417 187067 -78357 -78357 13092793 11858776 0 78504 100 100 2354348 2354348 677353 228455 362925 85973 5060151 4404865 518226 137060 161817 102939 49470 9408 688780 599563 89217 413473 327812 68807 16854 20067 13987 6080 57628 57628 22427 22427 168935 9002 137206 22727 89294 89294 533716 349600 173610 10506 302620 224237 30639 47744 890451 815356 74795 300 79874 30892 48982 225104 141766 18107 65231 320344 312452 7892 1082293 985076 97217 115054 2942 111525 587 BAD DEBT EXPENSE 118746 118746 13382575 10889405 2090700 402470 500 500 1189345 1628917 163778 149455 126607 101254 106229 38586 33592676 16932107 17246738 16660569 989402 1159941 0 143194 19822599 19882416 424343 508455 708150 1090997 8277114 7943951 0 86646 9409607 9630049 X 9987781 9706756 425211 545611 10412992 10252367 19822599 19882416 -289782 129157 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1506348 0 170515 1676863 1414415 -42726 134659 1506348 1293538 27279 93598 1414415 1404219 23153 -133834 1293538 1173375 44482 61198 1404219 0.79639 0.20361 0 0 850000 850000 30400761 15014476 15386285 1572593 1484288 88305 769322 433343 335979 16660569 DEFERRED COMPENSATION LIABILITY 86646 86646 X 10936310 129157 70525 199682 10736628 1817 2354348 2356165 13092793 11096935 70525 70525 11026410 1817 2354348 2356165 13382575 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: FUNDRAISING EXPENSES 70,525. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 2,354,348. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 70,525. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 2,354,348. 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 261127 152417 108710 101260 18144 16899 19270 31494 261127 152417 108710 101260 18144 16899 19270 31494 187067 -78357 1 FINANCIAL AID FOR 2024-2025 SCHOOL YEAR 187 2354348 SCHEDULE I, PART 1, 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 X X 0 0 0 0 0 0 0 1 0 ASHLEY HARPER HEAD OF SCHOOL 280308 0 27000 0 0 0 22491 0 12855 0 342654 0 0 0 VINCENT DEVITO CHIEF FINANCIAL OFFICER 152358 0 0 0 0 0 2400 0 10918 0 165676 0 0 0 PART I, LINE 7 ASHLEY HARPER RECEIVED A DISCRETIONARY BONUS OF $27,000 IN 2024. 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. X AUCTION ITEMS 57 86260 FMV X CLASSROOM EQUIPMENT 1 29077 FMV X BUILDING IMPROVEMENTS 2 14500 FMV X SPORTS EQUIPMENT 1 3000 FMV 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 WAS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. THE HEAD OF SCHOOL AND THE SCHOOL'S FINANCE COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED. 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 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT MEMBERS OF THE FINANCE COMMITTEE. COMPARABILITY DATA USED IN THE REVIEW PROCESS WAS OBTAINED FROM VAIS AND NAIS AS WELL AS BENCHMARKS AT THE REGIONAL, STATE AND NATIONAL LEVELS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF FINANCE COMMITTEE. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE FOLLOWING OFFICES/POSITIONS: HEAD OF SCHOOL AND CHIEF FINANCIAL OFFICER. THE MOST RECENT REVIEW AND APPROVAL WAS CONDUCTED IN 2025. 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.