2023-11-15T07:48:31-06:00 2023-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2022-07-01 341137455 LAWRENCE SCHOOL LAWR 4405260003 1551 E WALLINGS ROAD BROADVIEW HEIGHTS OH 44147 ROBIN CHANDLER CFO 4405260003 2023-11-10 1 ROBIN CHANDLER 999009999 0 CHRISTOPHER B ANDERSON P00226559 2163630100 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUG HAMILTON 1551 E WALLINGS ROAD BROADVIEW HEIGHTS OH 44147 18929139 0 X WWW.LAWRENCESCHOOL.ORG X 1969 OH TEACH STUDENTS USING DIVERSE LEARNING STRATEGIES, IGNITE THEIR POTENTIAL AND INSPIRE ACADEMIC, PERSONAL AND SOCIAL SUCCESS 20 20 169 33 0 0 2377637 2058332 12516769 12132975 82918 298017 -36094 -55647 14941230 14433677 1313142 1282853 0 0 7509681 7914074 0 0 421953 2785394 3092737 11608217 12289664 3333013 2144013 26810351 28749809 7572459 7116908 19237892 21632901 TEACH STUDENTS USING DIVERSE LEARNING STRATEGIES, IGNITE THEIR POTENTIAL AND INSPIRE ACADEMIC, PERSONAL AND SOCIAL SUCCESS 0 0 9954859 1282853 12132975 EDUCATION OF STUDENTS IN GRADES 1-12 WITH LEARNING DIFFERENCES 9954859 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 1 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 32 1 1 169 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X ROBIN CHANDLER 4405260003 1551 E WALLINGS ROAD BRAODVIEW HEIGHTS OH 44147 JENNIFER KAUFMAN PRESIDENT 3.00 X X 0 0 0 ROB G RISMAN 1ST VICE PRESIDENT 3.00 X X 0 0 0 LINA MEHTA-PINAULT MD 2ND VICE PRESIDENT 3.00 X X 0 0 0 WILLIAM FUDGE III SECRETARY 3.00 X X 0 0 0 ROBERT B PORT TREASURER 3.00 X X 0 0 0 NATHANIEL E LEONARD PAST PRESIDENT 1.00 X 0 0 0 KATHRYN A BARNES BOARD MEMBER 1.00 X 0 0 0 SCOTT BURTON BOARD MEMBER 1.00 X 0 0 0 KATHRYN PASSOV EDELMAN BOARD MEMBER 1.00 X 0 0 0 MARY S FOTI BOARD MEMBER 1.00 X 0 0 0 MATTHEW R GOLDMAN BOARD MEMBER 1.00 X 0 0 0 JILL HARRINGTON BOARD MEMBER 1.00 X 0 0 0 BRIAN S HUNNICUTT BOARD MEMBER 1.00 X 0 0 0 YOLANDA HILLIARD LUCAS BOARD MEMBER 1.00 X 0 0 0 MARK M MOUNTAIN BOARD MEMBER 1.00 X 0 0 0 AMY MYERS BOARD MEMBER 1.00 X 0 0 0 ELAINE E SCHULTE MD MPH BOARD MEMBER 1.00 X 0 0 0 KAREN LIPMAN STEIGER BOARD MEMBER 1.00 X 0 0 0 WILLIAM B TEN EYCK III BOARD MEMBER 1.00 X 0 0 0 SARA M TIMKEN BOARD MEMBER 1.00 X 0 0 0 DOUG HAMILTON HEAD OF SCHOOL 55.00 X 223780 0 95185 ROBIN CHANDLER CFO 45.00 X 172707 0 17724 KELLY CHRISTIAN CLINICAL DIRECTOR 32.00 X 131652 0 25333 VANESSA DIFFENBACHER ASSOCIATE HEAD OF SCHOOL 40.00 X 110279 0 21081 JASON CULP HEAD OF UPPER SCHOOL CAMPUS 40.00 X 105003 0 13832 743421 0 173155 5 0 1 0 0 373330 595063 1089939 132818 2058332 TUITION 900099 10951801 10951801 FEES 900099 1181174 1181174 12132975 290994 290994 4389043 4382020 7023 7023 7023 15165 373330 96908 -81743 -81743 42630 16534 26096 26096 14433677 12132975 0 242370 1282853 1282853 513840 414973 78121 20746 5763521 4654582 876257 232682 187500 151424 28506 7570 815169 658325 123935 32909 634044 512050 96397 25597 10946 10946 64241 64241 30200 30200 15050 15050 13874 13874 130268 102935 27333 71971 57717 11263 2991 90493 72571 14162 3760 528319 426667 80323 21329 76978 61733 12047 3198 48364 48064 300 189511 189511 803505 648905 122161 32439 99018 79408 15496 4114 AUXILIARY SERVICES 436302 436302 INSTRUCTIONAL EXPENSES 155865 155865 ASSESSMENT CENTER 73755 73755 SERVICE AGREEMENTS 64864 58384 6480 189213 161281 27427 505 12289664 9954859 1912852 421953 150 150 6183012 7908128 309245 152454 27108 11405 30398 124018 21535254 9795040 11901813 11740214 8289225 8760553 69400 52887 26810351 28749809 314749 377636 1326889 1243928 5565690 5232165 365131 263179 7572459 7116908 X 17484602 19567536 1753290 2065365 19237892 21632901 26810351 28749809 2144013 250996 0 X 0 1 X 1 0 X 1883720 1520977 3311928 2377637 2058332 11152594 1883720 1520977 3311928 2377637 2058332 11152594 337750 10814844 99638 112150 48069 72106 290994 622957 4039 4039 11779590 56915492 0.91810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30200 30200 0 PART II-B, LINE 1: AMOUNTS PAID TO LOBBYIST. THE GOAL OF OUR LOBBBYING EFFORTS IS TO KEEP INDEPENDENT SCHOOLS INDEPENDENT. 1089072 -95996 139907 5000 1127983 1162916 -58411 15433 1089072 1075906 97268 10258 1162916 1051005 35467 10566 1075906 933911 100000 28766 11672 1051005 0.00000 0.75787 0.24213 0 0 3064104 3064104 15682199 7618768 8063431 1846766 1294569 552197 942185 881703 60482 11740214 DEFERRED COMPENSATION 191606 SCHOOL FUNDS AND OTHER DEPOSITS 18686 LEASE LIABILITY 52887 263179 X 13520926 250996 20717 113442 385155 13135771 15050 1282856 1297906 14433677 11125917 20717 113442 134159 10991758 15050 1282856 1297906 12289664 PART X, LINE 2: FIN 48/ASC 740 FOOTNOTE - THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL BELIEVES THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 113,442. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 1,282,856. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 113,442. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 1,282,856. PART V, LINE 2, CURRENT YEAR COLUMN: THE NEGATIVE AMOUNT OF ($95,996) REPRESENTS A RECLASSIFICATION OF ASSETS FROM ENDOWMENT TO NON-ENDOWED ASSETS. THIS ADJUSTMENT WAS MADE AS PART OF THE FINANCIAL STATEMENTS AUDIT PROCESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PARENTS OF ALL STUDENT APPLICANTS ARE INFORMED OF THE SCHOOL'S NON-DISCRIMINATION POLICY AS IT RELATES TO APPLICANTS AND AS DEMONSTRATED BY THE ETHNIC AND RACIAL DIVERSITY OF THE STUDENT BODY. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES AN ALLOCATION OF FUNDS FROM THE STATE OF OHIO UNDER THE AUXILIARY SERVICES PROGRAM. THE PURPOSE OF THESE FUNDS IS TO PROVIDE PUPILS ATTENDING ELIGIBLE NON-PUBLIC SCHOOLS CERTAIN MATERIALS AND AUXILIARY SERVICES ROUTINELY MADE AVAILABLE TO THE STUDENTS IN PUBLIC SCHOOLS. BLOOM 388495 373330 15165 30325 66583 388495 373330 15165 30325 66583 96908 -81743 42630 15500 1034 1 1.00000 42630 15500 1034 16534 26096 OH 0 THE SCHOOL HOSTS A ONE-TIME RAFFLE DURING ITS ANNUAL FUNDRAISING EVENT. 0 0 0 1.00000 ROBIN CHANDLER CFO 1551 E WALLINGS RD BROADVIEW HEIGHTS OH 44147 0 ROBIN CHANDLER 1727 THE GAMING MANAGER OVERSEES AND MANAGES THE SPECIAL FUNDRAISER AND RAFFLE EVENT. X 0 1 TUITION DISCOUNT/FINANCIAL AID 125 1282583 FMV DISCOUNT PART I, LINE 2: MONITORING USE OF GRANT FUNDS - ASSISTANCE TO THE INDIVIDUALS CONSISTS OF TUITION DISCOUNTS VALUED AT FAIR MARKET VALUE AND APPLIED TO THE TUITION OF EACH QUALIFIED STUDENT. NO CASH ASSISTANCE HAS BEEN GIVEN. X X 0 1 0 0 0 0 0 0 0 DOUG HAMILTON HEAD OF SCHOOL 223780 0 0 0 0 0 60096 0 35089 0 318965 0 0 0 ROBIN CHANDLER CFO 172707 0 0 0 0 0 10504 0 7220 0 190431 0 0 0 KELLY CHRISTIAN CLINICAL DIRECTOR 131652 0 0 0 0 0 4343 0 20990 0 156985 0 0 0 PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN - PAYMENT TO A SECTION 457(F) PLAN OF $25,000 FOR DOUG HAMILTON. A THE DEVELOPMENT FINANCE AUTHORITY OF SUMMIT COUNTY 341765940 2015-12-02 7700000 TO REFUND REVENUE BONDS SERIES 2005 0 0 0 A 7700000 2015 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: THE DEVELOPMENT FINANCE AUTHORITY OF SUMMIT COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/17/2019 X 3 117751 STOCK QUOTE X MICROSCOPE 1 10995 COMP.SALE X FOOD 1 4072 COST 0 0 0 1 PART I, LINE 32B: USE OF THIRD PARTIES - THE SCHOOL UTILIZES THE SERVICES OF A SECURITIES BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT OR BELOW THE FAIR MARKET VALUE OF SUCH SERVICES. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - A DRAFT OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTING PRIOR TO FILING. ONCE THE RETURN HAS BEEN REVIEWED AND ALL COMMENTS HAVE BEEN ADDRESSED, THE RETURN IS THEN FINALIZED AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - BOARD MEMBERS COMPLETE AND SUBMIT CONFLICT OF INTEREST STATEMENTS ANNUALLY. IF A CONFLICT EXISTS OR ARISES, THE PERSON WITH THE CONFLICT DOES NOT VOTE OR PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION. IN THE BEST INTEREST OF THE SCHOOL, THE DECISION ABOUT THE TRANSACTION IS MADE BY PERSONS WHO ARE INDEPENDENT OF THE PERSON WITH THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL - COMPENSATION OF THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES. THE SALARIES OF OTHER KEY OFFICERS AND EMPLOYEES IS DETERMINED AND APPROVED BY THE HEAD OF SCHOOL ON AN ANNUAL BASIS. THE PERSONS MAKING COMPENSATION DECISIONS ARE INDEPENDENT OF THE EMPLOYEES WHOSE COMPENSATION IS BEING DETERMINED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE SCHOOL MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.