2024-01-29T10:22:58-05:00 2023-06-30 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2022-07-01 231352667 PERKIOMEN SCHOOL PERK 2156791136 200 SEMINARY STREET PENNSBURG PA 18073 MICHAEL FOUX ASSOC. HD - FINANCE 2156791136 2024-01-29 true MICHAEL FOUX 999009999 false CYNTHIA BERGVALL CPA P00133440 2153432727 2024-01-29 2022 2023-04-26 12:10:37Z MICHAEL FOUX 200 SEMINARY STREET PENNSBURG PA 18073 29534773 false X WWW.PERKIOMEN.ORG X 1875 PA A COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL SERVING STUDENTS IN GRADES 6-12 WITH A MISSION OF "INSPIRING STUDENTS TO RISK BEING THEIR BEST". 16 16 131 19 0 4257028 8162007 17197557 19570147 1050670 347079 10775 7200 22516030 28086433 6894055 8871655 0 7694628 8282771 0 1088994 8004598 8530235 22593281 25684661 -77251 2401772 49783140 53927200 22390219 23120321 27392921 30806879 A COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL SERVING STUDENTS IN GRADES 6-12 WITH A MISSION OF "INSPIRING STUDENTS TO RISK BEING THEIR BEST". false false 20970897 8871655 19570147 PERKIOMEN SCHOOL IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL COMMITTED TO CREATING EXPERIENCES THAT WILL PREPARE STUDENTS TO EXCEL IN COLLEGE AND LIFE IN A WORLD COMMUNITY. STUDENTS LEARN THROUGH EXPERIENCE AND ACTIVE INQUIRY. EACH STUDENT IS CHALLENGED TO EXCEL ACADEMICALLY. STUDENTS ARE EXPOSED TO NEW IDEAS AND TO FRIENDSHIPS SPANNING DIFFERENT RACES, SOCIOECONOMIC GROUPS, RELIGIONS, INTEREST, AND LEARNING STYLES; THUS, PREPARING THEM FOR A COMPETITIVE WORLD. PERKIOMEN'S COMMUNITY OF STAFF, ALUMNI, FAMILIES, AND FRIENDS, ARE DEDICATED TO NURTURING RELATIONSHIPS IN AN UNSHAKABLE PARTNERSHIP WITH THE SCHOOL FOR THE BEST INTEREST OF THE STUDENT. PERKIOMEN IS AN INVITING, SAFE HOME THAT INSPIRES A SENSE OF COMMUNITY AND BELONGING. 20970897 true true false false false false false true false true true false false false true true true false true false false false false false false false false false true true false false false false true false false false true false false false false false false false false true 43 0 true 131 true false false false false false false false false false false false false X 16 16 false false false false false false false true true false false false true true true true true true true false PA X MICHAEL FOUX 2156799511 200 SEMINARY STREET PENNSBURG PA 18073 MARK DEVEY HEAD OF SCHO 40.00 X X 655795 0 34512 MICHAEL FOUX ASSOC. HD - 40.00 X 255640 0 28786 JIM FINNEGAN CHAIRMAN 1.00 X X 0 0 0 JIM RATIGAN VICE CHAIRMA 1.00 X X 0 0 0 HOWARD FORMAN TREASURER 1.00 X X 0 0 0 LUANNE STAUFFER SECRETARY 1.00 X X 0 0 0 MARCIA BARONE BOARD MEMBER 1.00 X 0 0 0 MITCH DAVIS BOARD MEMBER 1.00 X 0 0 0 KARLEE FAIN BOARD MEMBER 1.00 X 0 0 0 BIANCA JACKSON BOARD MEMBER 1.00 X 0 0 0 PHIL LLOYD BOARD MEMBER 1.00 X 0 0 0 GEORGE MESCHTER BOARD MEMBER 1.00 X 0 0 0 KATIE PARK BOARD MEMBER 1.00 X 0 0 0 FRANS PREIDEL BOARD MEMBER 1.00 X 0 0 0 ETHAN RHODES BOARD MEMBER 1.00 X 0 0 0 SCOTT SCHULTZ BOARD MEMBER 1.00 X 0 0 0 PETER SHARKEY BOARD MEMBER 1.00 X 0 0 0 CAROL DOUGHERTY ASSOC HEAD O 40.00 X 196616 0 25540 DIANA GLEESON ASSOC HEAD-E 40.00 X 158312 0 27434 KARL WELSH DIR OF DEVEL 40.00 X 159435 0 27512 AMBER GOUPIL ASSOC HEAD-S 40.00 X 102223 0 4982 LARRY JACKSON BOARD MEMBER 1.00 X 0 0 0 SHAUN YORGEY DIR OF STRAT 40.00 X 100600 0 24413 1628621 173179 7 false true false 1159816 7002191 32371 8162007 TUITION, FEES, AUX SERVICES 611600 19570147 19570147 19570147 556862 556862 7200 7200 7200 7200 1238557 1445812 2528 -207255 -2528 -209783 -209783 28086433 19570147 354279 8871655 8871655 1194297 270771 752578 170948 5279405 4249643 581915 447847 215563 166777 29520 19266 1161178 831178 217245 112755 432328 302893 87550 41885 35401 35401 70563 70563 114953 114953 412014 334680 48443 28891 332548 8609 257489 66450 136242 136242 218248 10 218238 604277 573533 18669 12075 161620 21739 96872 43009 71437 13524 57738 175 653208 499051 132993 21164 1710686 1423291 264814 22581 151471 12100 139116 255 DINING HALL SERVICES 1967775 1967775 TUITION REMISSION 497560 497560 OPERATING SUPPLIES 467512 408564 54502 4446 SERVICE CONTRACT 280358 192005 53659 34694 644362 325539 256270 62553 25684661 20970897 3624770 1088994 134248 211580 2312056 2439466 4640676 8044183 59946 115686 282700 403234 127870 231369 57461890 30951279 27905943 26510611 13875176 15477007 444525 494064 49783140 53927200 1331560 1199670 2016130 3039606 18872165 18605318 170364 275727 22390219 23120321 X 13848490 11546998 13544431 19259881 27392921 30806879 49783140 53927200 X 2401772 1117281 -105095 X false true X true false X 1426612 2564093 2472521 1446471 1002191 8911888 1426612 2564093 2472521 1446471 1002191 8911888 1745314 7166574 705439 529543 361784 568822 564062 2729650 11641538 89209684 0.61560 0.65030 X SUPPORTING SCHEDULE ERC INCOME 1,159,816 UNUSUAL GIFT 6,000,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 7613216 60005 696960 -566858 7803323 9208524 45760 -1087791 -553277 7613216 6634571 1268979 1668879 363905 9208524 7279045 215860 -237874 622460 6634571 6994552 360183 255080 330700 7279045 0.09770 0.26650 0.63580 false false 2621147 2621147 35966553 15945628 20020925 10925295 8034973 2890322 7948895 6970678 978217 26510611 DEFERRED COMPENSATION 121685 DEPOSITS 80300 RIGHT OF USE LEASE LIABILITY 38581 AGENCY FUNDS 32420 CAPITAL LEASES 2741 275727 X 20217106 1117281 1117281 19099825 114953 8871655 8986608 28086433 16803148 105095 105095 16698053 114953 8871655 8986608 25684661 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIPS, FINANCIAL AID AND STUDENT AWARDS AS WELL AS FACULTY SALARY AND PROFESSIONAL DEVELOPMENT, PROGRAM SUPPORT AND BUILDING AND GROUND EXPENDITURES. SCHEDULE D, PAGE 3, PART X THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. IT IS ALSO EXEMPT FROM STATE TAXES BY THE APPLICABLE NON-PROFIT STATUTUES OF THE COMMONWEALTH OF PENNSYLVANIA. THE SCHOOL UTILIZES ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL AND STATE INCOME TAX POSITIONS AND HAS DETERMINDED THAT THE TAX POSITIONS TAKED ARE CERTAIN AND THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF THE RESPECTIVE GOVERNMENT AGENCIES EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED, NOR HAVE ANY RELATED INTEREST AND PENALTIES BEEN ACCRUED. THE IRS AND STATE TAXING AUTHORITIES RETAIN THE RIGHT THE REVIEW FILED TAX RETURNS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. HOWEVER, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020, AND IS NOT CURRENTLY UNDER AUDIT, AND HAS NOT BEEN CONTACTED BY ANY OF THESE TAX JURISDICTIONS. SCHEDULE D, PAGE 4, PART XI, LINE 4B FINANCIAL AID EXPENSES, NETTED AGAINST REV ON F/S 8,871,655 SCHEDULE D, PAGE 4, PART XII, LINE 4B FINANCIAL AID EXPENSES, NETTED AGAINST REV ON F/S 8,871,655 true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 THE PERKIOMEN SCHOOL ABIDES BY BOTH THE SPIRIT AND THE LETTER OF THE LAW IN ALL ITS EMPLOYMENT AND ADMISSION POLICIES. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, GENDER, SEXUAL ORIENTATION, OR NATIONAL OR ETHNIC ORIGIN. true STUDENT FINANCIAL AID 258 8871655 SCHEDULE I, PAGE 1, PART I, LINE 2 FINANCIAL AID IS APPLIED DIRECTLY TO THE TUITION DUE FROM THE INDIVIDUAL STUDENTS. X true true X X X X X X false false false false false false false false false MARK DEVEY HEAD OF SCHOOL 655795 34512 690307 MICHAEL FOUX ASSOC. HD - FINANCE 255640 28786 284426 CAROL DOUGHERTY ASSOC HEAD OF SCHOOL 196616 25540 222156 DIANA GLEESON ASSOC HEAD-EXT AFFAI 158312 27434 185746 KARL WELSH DIR OF DEVELOPMENT 159435 27512 186947 NOT LISTED PER INSTRUCTIONS NOT LISTED PER INSTR 39890 TUITION ASSIST EMPLOYEE BENEFIT X 1 32371 false false false SCHEDULE M, PAGE 2, PART II PART 1 COLUMN (B) REPRESENTS THE NUMBER OF DONORS. FORM 990, PAGE 6, PART VI, LINE 11B THE SCHOOL'S FORM 990 IS REVIEWED AND APPROVED BY THE HEAD OF SCHOOL AND THE ASSOCIATE HEAD OF SCHOOL FOR FINANCE AND OPERATIONS. THE SOURCE OF THE FINANCIAL INFORMATION ON THE FORM IS THE AUDITED FINANCIAL STATEMENTS FOR THE FILING PERIOD. THESE STATEMENTS ARE REVIEWED AND FORMALLY APPROVED BY THE BOARD OF TRUSTEES AT THEIR FALL MEETING. A COPY OF THE FINAL 990 WAS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS SIGNED ANNUALLY BY THE TRUSTEES. THE DOCUMENT CLEARLY STATES THE CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES TO DISCLOSE ANY KNOWN CONFLICTS. EACH DOCUMENT IS SIGNED BY THE TRUSTEE AND FILED WITH THE OFFICE OF THE HEAD OF SCHOOL AND CEO OF THE SCHOOL. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD HIRED AN OUTSIDE CONSULTANT AND REVIEWED COMPARISON CHARTS TO DETERMINE COMPENSATION FOR THE HEAD OF SCHOOL. ANNUAL ADJUSTMENTS TO THE INITIAL SALARY ARE MADE BASED ON PERFORMANCE AND ARE BENCHMARKED AGAINST NAIS DATA AND OTHER BOARDING SCHOOL INFORMATION. FORM 990, PAGE 6, PART VI, LINE 15B THE HEAD OF SCHOOL SETS SALARIES AND SALARY INCREASES FOR KEY EMPLOYEES IN THE ORGANIZATION, WITH SOME DIRECTION FROM THE BOARD DURING YEARS WHEN THE HEAD OF SCHOOL POSITION IS IN TRANSITION. IN DOING SO HE USES THE SCHOOL'S HISTORICAL SALARIES AS A STARTING GUIDE AND MAKES ADJUSTMENTS AS NECESSARY AS SUPPORTED BY SALARY STATISTICS FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL'S (NAIS) DATABASE. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE ON REQUEST. FORM 990, PART XI, LINE 9 UNCOLLECTIBLE PROMISES TO GIVE -105,095