2024-04-23T15:58:33-05:00 2023-06-30 946214841 ARMANINO LLP 1520 S FIFTH STREET SUITE 309 ST CHARLES MO 63303 990 2022-07-01 436099964 THE WILSON SCHOOL WILS 3147254999 400 DEMUN AVENUE ST LOUIS MO 63105 THAD FALKNER HEAD OF SCHOOL 3147254999 2024-04-22 1 THAD FALKNER 999009999 0 JENNIFER M VACHA P01251998 6362553000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THAD FALKNER 400 DEMUN AVENUE ST LOUIS MO 63105 5149436 0 X WWW.WILSONSCHOOL.COM X 1913 MO PROVIDING INDIVIDUALIZED AND CHALLENGING EDUCATION FOR CHILDREN AGES 3-12 YEARS OLD. 20 20 81 94 0 0 852927 454630 4196725 4470072 37545 131137 -20411 53971 5066786 5109810 863559 952483 0 0 2713976 2737815 0 0 153342 1212762 1413142 4790297 5103440 276489 6370 8896376 8973204 4360351 4460794 4536025 4512410 X TO PREPARE STUDENTS FOR SUCCESS IN AN EVER-CHANGING WORLD, OUR EXCEPTIONAL EDUCATORS EMBRACE CLASSIC AND INNOVATIVE METHODS WITHIN A NURTURING, INCLUSIVE, AND COLLABORATIVE ENVIRONMENT. OUR MISSION IS TO PROVIDE THEM WITH AN EXCELLENT ACADEMIC EDUCATION...(SEE SCHEDULE O)A BELIEF IN THEIR CREATIVE ABILITIES, AN UNDERSTANDING OF THEIR SOCIAL RESPONSIBILITIES, A RESPECT FOR AND VALUE OF DIFFERENCES IN PEOPLE AND POINTS OF VIEW, A SENSE OF RESPONSIBILITY FOR THEIR PERSONAL AND PHYSICAL WELL-BEING, AND A FOUNDATION FOR LIFELONG LEARNING. 0 0 4048919 952483 4078972 PROVIDE AN ENRICHED PROGRAM EMPHASIZING DEVELOPMENT OF ACADEMIC, SOCIAL, CREATIVE, AND PERSONAL SKILLS PURSUANT TO MEETING THE REQUIREMENTS FOR ENTERING A COLLEGE PREPARATORY SECONDARY CURRICULUM. ENROLLMENT WAS APPROXIMATELY 171 STUDENTS. 342470 391100 CAMP, AFTER-SCHOOL ACTIVITIES, AND AUXILIARY PROGRAMS PROVIDE A FUN, KID-CENTERED ENVIRONMENT WHERE KIDS CAN TAKE PART IN PHYSICAL AND CREATIVE ACTIVITIES. THESE ACTION-PACKED ENRICHMENT OFFERINGS ARE CONDUCTED BY EXPERIENCED EDUCATORS. THERE ARE A WIDE VARIETY OF AFTER-SCHOOL OFFERINGS INCLUDING STUDY HALL, ROBOTICS, DESTINATION IMAGINATION, CHESS, MAD SCIENCE, SPORT SKILLS, FENCING AND BALLET. AUXILIARY PROGRAMS INCLUDE YEARBOOK AND ORGANIZED SPORTS TEAMS INCLUDE SOCCER, BASKETBALL AND BASEBALL. THERE WERE 285 KIDS PARTICIPATING IN THESE PROGRAMS. 4391389 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 81 1 0 0 0 0 0 1 1 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 0 1 1 0 X TANIKA HALE 3147254999 400 DEMUN AVENUE ST LOUIS MO 63105 STEPHEN TRAUBE PRESIDENT 6.00 X X 0 0 0 TALIYA KING VICE PRESIDENT 2.00 X X 0 0 0 CHARLES STUCKE TREASURER 2.00 X X 0 0 0 MELANIE MCKEAN SECRETARY 2.00 X X 0 0 0 MIKE BRAUN TRUSTEE 1.00 X 0 0 0 RACHEL DELSTON TRUSTEE 1.00 X 0 0 0 KELLY EIDSON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER FAN TRUSTEE 1.00 X 0 0 0 KEITH FULLER TRUSTEE 1.00 X 0 0 0 ESTHER GABEL TRUSTEE 1.00 X 0 0 0 ASHLEY GEORGE GILL TRUSTEE 1.00 X 0 0 0 PHILLICE GREGORY TRUSTEE 1.00 X 0 0 0 DEREK HOEFERLIN TRUSTEE 1.00 X 0 0 0 DANIEL MILLER TRUSTEE 1.00 X 0 0 0 PHILIP PAYNE TRUSTEE 1.00 X 0 0 0 SARAH THOMPSON PICKUP TRUSTEE 1.00 X 0 0 0 KRISTIN SCULLY TRUSTEE 1.00 X 0 0 0 EMILY SEIGEL TRUSTEE 1.00 X 0 0 0 AMIT SHAH TRUSTEE 1.00 X 0 0 0 WENDI SOCK TRUSTEE 1.00 X 0 0 0 THAD FALKNER HEAD OF SCHOOL 40.00 X 197473 0 77879 197473 0 77879 1 0 1 0 0 100317 354313 55877 454630 TUITION 611110 4078972 4078972 CAMP & AFTER-SCHOOL 611110 345098 345098 AUXILIARY PROGRAMS 611110 46002 46002 4470072 131137 131137 16105 100317 39626 -23521 -23521 INSURANCE PROCEEDS 900099 77492 77492 77492 5109810 4470072 0 185108 952483 952483 234850 117425 93940 23485 2115024 1829080 200444 85500 117680 102694 10380 4606 96040 89867 3403 2770 174221 145370 20943 7908 3394 3394 19654 19654 11004 11004 83484 60213 23271 220875 176647 40763 3465 218240 189868 21824 6548 34854 34854 113045 101749 11296 400446 348388 40045 12013 69760 60230 7253 2277 MISCELLANEOUS 128268 80595 42903 4770 SUMMER PROGRAMS 101926 101926 BAD DEBT EXPENSE 8192 8192 5103440 4391389 558709 153342 2516 2338 1252680 1396463 216839 145999 54191 117538 37925 42456 10608098 4759109 6055713 5848989 1276512 1397504 0 21917 8896376 8973204 396805 403863 915131 1096064 3048415 2960867 4360351 4460794 X 2783983 2674215 1752042 1838195 4536025 4512410 8896376 8973204 6370 -29985 0 X 1 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1289519 73920 96707 44678 1415468 1197859 268285 -134700 41925 1289519 975184 179909 141268 98502 1197859 734013 312708 -45175 26362 975184 661178 201987 23492 152644 734013 0.16580 0.83420 0.00000 0 0 295000 295000 9241110 3896026 5345084 87762 87762 984226 863083 121143 5848989 X PART V, LINE 4: THE WILSON SCHOOL'S ENDOWMENT FUNDS ARE FOR: PROVIDING TUITION ASSISTANCE TO CHILDREN WHOSE PARENTS, WITHOUT SOME FORM OF TUITION ASSISTANCE, COULD NOT AFFORD A WILSON SCHOOL EDUCATION; PROVIDE PROFESSIONAL DEVELOPMENT OF THE SCHOOL'S FACULTY AND STAFF; TO SUPPORT THE TEACHING OF THE HUMANITIES CURRICULUM AT THE UPPER GRADE LEVELS; AND FUND OTHER PROGRAM AND OPERATIONAL ASPECTS OF THE SCHOOL. PART X, LINE 2: THE SCHOOL CONSTITUTES A QUALIFIED NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES. AS SUCH, IT IS ONLY TAXED ON INCOME UNRELATED TO ITS EXEMPT PURPOSE. THE SCHOOL HAS ADDRESSED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION ("FASB ASC") 740, ACCOUNTING FOR INCOME TAXES. IN THAT REGARD, THE SCHOOL HAS EVALUATED ITS TAX POSITIONS, EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS AND BELIEVES THAT NO PROVISION FOR INCOME TAXES IS NECESSARY, AT THIS TIME, TO COVER ANY UNCERTAIN TAX POSITIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS PUBLISHED IN THE NEWSPAPERS OF GENERAL CIRCULATION IN THE SCHOOL'S SERVICE AREA. AUCTION 109777 94152 15625 26466 10157 1886 TRIVIA 6645 6165 480 365 199 553 116422 100317 16105 26831 10356 1886 553 39626 -23521 1 ALLOCATIONS FOR STUDENT ASSISTANCE 84 952483 PART I, LINE 2: THE DIRECTOR OF ADMISSIONS OF THE WILSON SCHOOL WORKS WITH FAMILIES WHO WISH TO APPLY FOR TUITION ASSISTANCE. FAMILIES BEGIN THE PROCESS BY COMPLETING AN APPLICATION, WHICH IS REVIEWED BY AN OUTSIDE AGENCY, FACTS. ADDITIONALLY, W-2S AND 1040 FORMS ARE SUBMITTED TO THE DIRECTOR OF ADMISSIONS. WHEN THE REPORT COMES BACK FROM FACTS, THE TUITION ASSISTANCE COMMITTEE MEETS AND MAKES DECISIONS ABOUT TUITION ASSISTANCE AWARDS. THE TOTAL YEARLY ALLOCATIONS FALL WITHIN THE BUDGET ESTABLISHED BY THE BOARD OF TRUSTEES. THE DIRECTOR OF ADMISSIONS MAINTAINS RECORDS ON THE ALLOCATIONS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 THAD FALKNER HEAD OF SCHOOL 197473 0 0 0 0 0 13929 0 63950 0 275352 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL'S COMPENSATION INCLUDES A HOUSING AND UTILITIES ALLOWANCE. THESE BENEFITS WERE TREATED AS NONTAXABLE COMPENSATION. MEMBERS OF THE BOARD BOARD MEMBER(S) 37128 NEED-BASED TUITION X 2 55877 PUBLICLY TRADED EXCHANGE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B ONCE PREPARED, THE FORM 990 FOR THE WILSON SCHOOL IS SUBMITTED ELECTRONICALLY TO MANAGEMENT AT THE SCHOOL. MANAGEMENT REVIEWS AND SENDS THE FORM 990 TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. UPON RECEIVING CONFIRMATION FROM THE CHAIR OF THE FINANCE COMMITTEE, THE HEAD OF SCHOOL (OR APPROPRIATE DESIGNEE) SENDS THE FILING TO THE FULL BOARD OF TRUSTEES BY MEANS OF ELECTRONIC COMMUNICATION. THE BOARD OF TRUSTEES WILL BE GIVEN ONE WEEK TO REVIEW AND COMMENT PRIOR TO FILING. ANY CONCERNS OR COMMENTS FROM THE BOARD OF TRUSTEES WILL BE ADDRESSED. THE CHAIR OF THE FINANCE COMMITTEE AUTHORIZES RELEASE FOR FILING FORM 990 AFTER THE COMMITTEE HAS APPROVED ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL HAS ADOPTED A CONFLICT OF INTEREST POLICY. ANY MEMBER OF THE BOARD OF TRUSTEES SHALL DISCLOSE, ANNUALLY, ANY RELATIONSHIP THAT THE MEMBER HAS WITH ANY PERSON, CORPORATION OR OTHER ENTITY WITH WHICH THE SCHOOL PROPOSES TO ENTER OR HAS ENTERED INTO, INCLUDING ANY CONTRACT OR OTHER TRANSACTION THAT MAY RESULT IN FINANCIAL GAIN OR OTHER ADVANTAGE TO SUCH MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE WILSON SCHOOL BOARD OF TRUSTEES EMPLOYS THE HEAD OF SCHOOL PURSUANT TO THE TERMS OF EMPLOYMENT CONTRACT, WHICH IS REVIEWED ANNUALLY. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE MATERIAL TERMS OF THIS EMPLOYMENT CONTRACT EACH YEAR, INCLUDING ALL COMPENSATION TERMS, AND FORMULATES RECOMMENDATIONS WHICH ARE PRESENTED TO THE FULL BOARD FOR APPROVAL IN CONJUNCTION WITH THE RESULTS OF THE HEAD OF SCHOOL'S ANNUAL PERFORMANCE REVIEW. IN ESTABLISHING THE HEAD OF SCHOOL'S ANNUAL COMPENSATION, THE EXECUTIVE COMMITTEE AND THE BOARD REVIEW AND CONSIDER BENCHMARK DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, AS WELL AS OTHER RESOURCES FOR COMPARING COMPENSATION OF THE HEAD OF SIMILAR INDEPENDENT SCHOOLS. IN ADDITION, THE BOARD CONSIDERS THE EFFECT OF CURRENT CPI AND OTHER INFLATION INDICES. FINALLY, IN ESTABLISHING THE INITIAL COMPENSATION OF THE CURRENT HEAD OF SCHOOL, THE BOARD ALSO REVIEWED PUBLICLY AVAILABLE INFORMATION FROM THE FILED FORM 990S OF OTHER INDEPENDENT SCHOOLS. FORM 990, PART VI, SECTION B, LINE 15B: IN ESTABLISHING ANNUAL COMPENSATION, THE HEAD OF SCHOOL REVIEWS AND CONSIDERS BENCHMARK DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. IN ADDITION, THE HEAD OF SCHOOL CONSIDERS THE EFFECT OF CURRENT CPI AND OTHER INFLATION INDICES. THE SCHOOL CURRENTLY HAS NO EMPLOYEES THAT MEET THE DEFINITION OF A KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS, POLICIES, AND STATEMENTS FURNISHED UPON WRITTEN REQUEST.