2026-05-06T16:37:20-05:00 2025-06-30 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2024-07-01 231352677 SHIPLEY SCHOOL SHIP 6105254300 814 YARROW STREET BRYN MAWR PA 19010 PATRICK DALY CFO 6105254300 2026-05-06 1 1 HARRISON PEREIRA P00746867 2159798800 2026-05-01 2024 2025-03-06 01:10:19Z PATRICK DALY 814 YARROW STREET BRYN MAWR PA 19010 59668702 0 X WWW.SHIPLEYSCHOOL.ORG X 1894 PA THE SHIPLEY SCHOOL IS A PRE-KINDERGARTEN THROUGH 12 COEDUCATIONAL DAY SCHOOL. 29 29 330 200 0 0 4713028 8375981 32844149 32952514 2283541 3321380 275858 253639 40116576 44903514 8060397 7953967 0 0 21986046 23042258 0 0 1662028 13321532 11241031 43367975 42237256 -3251399 2666258 103267663 107961819 25350588 24407585 77917075 83554234 THE SHIPLEY SCHOOL, A PRE-KINDERGARTEN THROUGH 12 COEDUCATIONAL DAY SCHOOL, IS COMMITTED TO EDUCATIONAL EXCELLENCE AND DEDICATED TO DEVELOPING IN EACH STUDENT A LOVE OF LEARNING AND A COMPASSIONATE PARTICIPATION IN THE WORLD. 0 0 36891236 7953967 33094048 THE SHIPLEY SCHOOL PROVIDES A PRIVATE SCHOOL EDUCATION TO STUDENTS RANGING FROM PREKINDERGARTEN TO GRADE 12. THERE WERE 730 STUDENTS ENROLLED AT THE SCHOOL DURING THE 2024-2025 ACADEMIC YEAR. THE SCHOOL IS ACCREDITED BY THE PENNSYLVANIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE MIDDLE STATES ASSOCIATION OF COLLEGES AND SCHOOLS. SHIPLEY PREPARES STUDENTS TO BE THEIR BEST SELVES AND MAKE A POSITIVE IMPACT IN THE WORLD BY PROVIDING A BALANCED EDUCATION THAT CENTERS STUDENT ACHIEVEMENT, INDIVIDUAL WELL-BEING, AND A THRIVING COMMUNITY. 36891236 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 54 0 330 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X PATRICK DALY 6105254300 814 YARROW STREET BRYN MAWR PA 190103598 STEVEN LISK INTERIM HEAD OF SCHOOL 40.00 X X 281447 0 60414 LLOYD SNYDER TRUSTEE ERMERITUS 0.80 X 0 0 0 MIMI KELLER DRAKE TRUSTEE 0.80 X 0 0 0 MICHELLE ALLEN TRUSTEE 0.80 X 0 0 0 MICHELE TURNER TRUSTEE 0.80 X 0 0 0 MELISSA ZADNIK TRUSTEE 0.80 X 0 0 0 MELISSA BERGEN TRUSTEE 0.80 X 0 0 0 KATHY DAWSON TRUSTEE 0.80 X 0 0 0 ELLIE MACGIBBON TRUSTEE 0.80 X 0 0 0 KYLE LISSACK TRUSTEE 0.80 X 0 0 0 KATRINA SHERRERD TRUSTEE 0.80 X 0 0 0 MARY PATTERSON MCPHERSON HONORARY TRUSTEE 0.80 X 0 0 0 GREG COLEMAN TRUSTEE 0.80 X 0 0 0 GORDON COONEY TRUSTEE 0.80 X 0 0 0 SUSANNA LACHS TRUSTEE ERMERITUS 0.80 X 0 0 0 PRASHANT BHUYAN TRUSTEE 0.80 X 0 0 0 ADAM SPECTOR TRUSTEE ERMERITUS 0.80 X 0 0 0 ELIZABETH HUCKER TRUSTEE ERMERITUS 0.80 X 0 0 0 GERALD RENTHAL TRUSTEE ERMERITUS 0.80 X 0 0 0 DAVID PALMER TRUSTEE 0.80 X 0 0 0 AKINWOLE GARRETT TRUSTEE 0.80 X 0 0 0 ALLISON GRANT TRUSTEE 0.80 X 0 0 0 AMANDA ULRICH TRUSTEE 0.80 X 0 0 0 DEVIN ARONSTAM TRUSTEE 0.80 X 0 0 0 ANTONETTE DULAY-TIONGCO VICE CHAIR 0.80 X X 0 0 0 ANNE VASQUEZ SECRETARY 0.80 X X 0 0 0 BENJAMIN WILLNER TRUSTEE 0.80 X 0 0 0 BROOKSLEY WYLIE TRUSTEE ERMERITUS 0.80 X 0 0 0 BRYANT HORSLEY TRUSTEE 0.80 X 0 0 0 COLIN KELTON CHAIR 0.80 X X 0 0 0 ADA ANDERSON STRASENBURGH HONORARY TRUSTEE 0.80 X 0 0 0 ZACHARY WALKER CFO ( UNTIL MARCH 2025) 40.00 X 258063 0 25130 PATRICK DALY ACTING CFO 40.00 X 105227 0 20199 ANDREW SNYDER TREASURER 0.80 X 0 0 0 AUDREY SCHNUR ASST HEAD OF SCHOOL FOR CO 40.00 X 260679 0 12999 CHRIS LENGTHORN DIRECTOR OF SQUASH 40.00 X 199982 0 18678 SHANE KINSELLA ASST HEAD OF SCHOOL FOR ED 40.00 X 191919 0 36380 KRISTON RYAN HEAD OF UPPER SCHOOL 40.00 X 163605 0 30494 BIPIN PRAKASH DIRECTOR OF TECHNOLOGY 40.00 X 152113 0 30041 MICHAEL TURNER SENIOR ADVISOR 40.00 X 775546 0 59673 2388581 0 294008 23 1 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 STUDENT DINING SERVICES 1558432 AMERICAN SERVICES CORPORATION 2241 PROVIDENCE AVENUE CHESTER PA 19013 JANITORIAL SERVICES 750199 ROYSE PARTNERS LIMITED PO BOX 30809 COLUMBUS OH 43230 CONSULTING 440653 FISHER & PHILLIPS LLP PO BOX 931195 ATLANTA GA 30309 LEGAL 204850 E PLUS TECHNOLOGY OF PA PO BOX 404398 ATLANTA GA 30384 CONSULTING 184937 12 137814 4338114 3900053 181668 8375981 TUITION & FEES 611710 30687301 30687301 CAFETERIA SALES/ LUNCH 611710 1333394 1333394 LOWER SCHOOL AFTER CARE PROGRAMS 611710 348649 348649 SQUASH PROGRAM 611710 297985 297985 SUMMER ENRICHMENT CAMP 611710 158712 158712 126473 126473 32952514 2145687 2145687 157972 185299 -27327 -27327 -27327 15504221 14328528 1175693 1175693 1175693 0 137814 71265 -71265 -71265 171834 180096 -8262 -8262 TUTORING 611710 102290 102290 SUMMER SPORTS CAMP 611710 35500 35500 BOOKFAIR 611710 3744 3744 218959 218959 360493 44903514 33094048 0 3433485 7953967 7953967 1036449 1036449 17135476 15145842 1138086 851548 868888 802350 21427 45111 2744949 2404095 208746 132108 1256496 1110601 83453 62442 140981 122962 11106 6913 34914 30452 2750 1712 189307 189307 118893 103697 9366 5830 144649 126161 11395 7093 1045024 919614 115507 9903 687442 601627 52891 32924 2001691 1745849 157685 98157 445817 435843 7539 2435 596601 520347 46998 29256 2833098 2470991 223180 138927 344027 300056 27101 16870 LUNCHES 884294 771270 69661 43363 ATHLETIC EXPENSE 353581 353581 AUXILLARY 289575 289575 BOARD CONTINGENCY 241889 241889 889248 682356 29456 177436 42237256 36891236 3683992 1662028 4943372 2320541 13523718 10036597 236600 509887 31413 42227 1068187 12854088 93806956 57954232 38470940 35852724 42283604 43409507 2504324 2738779 205505 197469 103267663 107961819 3985012 3246481 2147518 2273327 19030970 18617579 187088 270198 25350588 24407585 X 46718758 49669148 31198317 33885086 77917075 83554234 103267663 107961819 X 2666258 2987110 -16209 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42518648 97961 4597387 2022280 45191716 34053706 6071911 4144715 633836 1117848 42518648 32846608 235118 2645080 1673100 34053706 37796665 2493929 -5940001 1503985 32846608 31600085 7811901 1615321 37796665 0.28850 0.44440 0.26710 0 0 4500718 4500718 72931259 42977588 29953671 16374979 14976644 1398335 35852724 AGENCY FUNDS 262686 DISCOUNT FOR FUTURE INTERESTS 7512 270198 X 40184010 2987110 436660 3423770 36760240 189307 7953967 8143274 44903514 34530642 436660 436660 34093982 189307 7953967 8143274 42237256 PART V, LINE 4: THE ENDOWMENT DRAW IS USED TO OFFSET OPERATING COSTS. THESE COSTS ARE PRIMARILY FINANCIAL AID, SCHOLARSHIPS, PROGRAM COSTS AND FACULTY SALARIES. THE SCHOOL SUBSIDIZES AN AMOUNT WELL BEYOND THE DRAW IN EACH OF THESE AREAS. PART X, LINE 2: THE SCHOOL HAS REVIEWED THEIR TAX POSITIONS AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON FEDERAL AND STATE TAX RETURNS FOR THE OPEN TAX YEARS (2022-2024) OR EXPECTED TO BE TAKEN IN THE SCHOOL'S 2025 TAX YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 71,265. STORE EXPENSE 180,096. RENTAL EXPENSE 185,299. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,953,967. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 71,265. STORE EXPENSE 180,096. RENTAL EXPENSE 185,299. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,953,967. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATORY POLICY WAS PUBLISHED ON THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FUNDING FOR SUPPLIES FROM THE STATE OF PENNSYLVANIA. SECRET GARDENS 57569 57569 7655 6232 FALL FEST 80245 80245 18438 19772 2500 16688 137814 137814 18438 27427 2500 22920 71285 -71285 1 FINANCIAL AID 282 7953967 X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 MICHAEL TURNER SENIOR ADVISOR 676546 0 87000 0 12000 0 18975 0 40698 0 835219 0 0 0 STEVEN LISK INTERIM HEAD OF SCHOOL 268732 0 715 0 12000 0 15950 0 44464 0 341861 0 0 0 ZACHARY WALKER CFO ( UNTIL MARCH 2025) 210348 0 47715 0 0 0 11666 0 13464 0 283193 0 0 0 AUDREY SCHNUR ASST HEAD OF SCHOOL FOR CO 236564 0 24115 0 0 0 12999 0 0 0 273678 0 0 0 SHANE KINSELLA ASST HEAD OF SCHOOL FOR ED 191204 0 715 0 0 0 11110 0 25270 0 228299 0 0 0 CHRIS LENGTHORN DIRECTOR OF SQUASH 120990 0 78992 0 0 0 4778 0 13900 0 218660 0 0 0 KRISTON RYAN HEAD OF UPPER SCHOOL 162890 0 715 0 0 0 9134 0 21360 0 194099 0 0 0 BIPIN PRAKASH DIRECTOR OF TECHNOLOGY 138398 0 13715 0 0 0 7777 0 22264 0 182154 0 0 0 PART I, LINE 1A THE HEADMASTER OF THE SCHOOL IS PROVIDED WITH ON-CAMPUS HOUSING. THE HOUSING IS A CONDITION OF HIS EMPLOYMENT AND NOT PART OF HIS TAXABLE INCOME. PART I, LINE 4A PER CONFIDENTIALITY AGREEMENTS SIGNED BY THE ORGANIZATION, A SEVERANCE PACKAGE PAID TO AN EMPLOYEE IS NOT OPEN FOR PUBLIC INSPECTION. THIS INFORMATION WILL BE MADE AVAILABLE TO THE TAX AUTHORITIES UPON REQUEST. A NORTH PENN HEALTH HOSPITAL AND EDUCATION AUTHORITY 232130191 2014-06-30 10000000 TO FINANCE CONSTRUCTION PROJECTS AT SCHOOL. 0 0 0 B MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232245125 2022-09-22 19880128 TO REFINANCE 2014 REVENUE BONDS & 2022 BOND ISSUANCE COSTS 0 0 0 A 7887799 61118 50000 0 0 0 1 B 19880128 194509 1 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 A 0 1 0 0 1 1 WELLS FARGO BANK 27.000000000000 0 0 0 0 0 B 0 0 0 1 0 0 PNC BANK 30.000000000000 0 0 0 0 0 A 1 B 0 X 20 181668 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE AUDIT AND RISK COMMITTEE. THE DOCUMENT IS THEN PROVIDED TO THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES MUST SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE HEAD OF SCHOOL. THE BOARD UTILIZES AN INDEPENDENT CONSULTANT TO BENCHMARK THE COMPENSATION PACKAGE AS PART OF A "SAFE HARBORS" PROCESS. FOR ALL TOP MANAGEMENT EMPLOYEES, BENCHMARKING THROUGH NAIS AND/OR PAISBOA IS USED TO DETERMINE AN APPROPRIATE SALARY RANGE UPON HIRE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: AMORTIZATION OF DEFERRED BOND COST -16,209. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS AN AUDIT AND RISK COMMITTE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEDPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.