2025-05-14T14:12:27-05:00 2024-06-30 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2023-07-01 720259360 METAIRIE PARK COUNTRY DAY SCHOOL META 5048375204 300 PARK RD METAIRIE LA 70005 BONNIE M LAGRAIZE CFO 5048375204 2025-05-14 1 1 PAUL PECHON P01073556 5048314949 2023 2025-03-06 01:10:19Z BONNIE M LAGRAIZE 300 PARK RD METAIRIE LA 70005 30593086 0 X MPCDS.COM X 1929 LA METAIRIE PARK COUNTRY DAY ENRICHES THE LIVES OF TALENTED YOUNG PEOPLE IN A (CONT'D SCH. O) DYNAMIC LEARNING ENVIRONMENT, BUILDING STRENGTH OF INTELLECT AND STRENGTH OF CHARACTER WITHIN A COMMUNITY THAT IS SIMULTANEOUSLY CHALLENGING AND SUPPORTIVE. OUR STUDENTS LEARN TO BE FLEXIBLE, TO BE ADAPTABLE, AND TO FACE THE CHALLENGES OF LIFE WITH HONOR, OPTIMISM, CONFIDENCE, CREATIVITY, AND A SENSE OF HUMOR. 22 20 436 150 0 0 1280493 5284138 21402855 21769072 234079 468851 -33763 -21055 22883664 27501006 3623042 3572802 0 0 11686355 11891719 0 0 0 8570291 9717103 23879688 25181624 -996024 2319382 47103065 49965480 12569032 11734328 34534033 38231152 X METAIRIE PARK COUNTRY DAY ENRICHES THE LIVES OF TALENTED YOUNG PEOPLE IN A DYNAMIC LEARNING ENVIRONMENT, BUILDING STRENGTH OF INTELLECT AND STRENGTH OF CHARACTER WITHIN A COMMUNITY THAT IS SIMULTANEOUSLY CHALLENGING AND SUPPORTIVE. OUR STUDENTS LEARN TO BE (CONT'D SCH. O) FLEXIBLE, TO BE ADAPTABLE, AND TO FACE THE CHALLENGES OF LIFE WITH HONOR, OPTIMISM, CONFIDENCE, CREATIVITY, AND A SENSE OF HUMOR. 0 0 19524553 3572802 21773856 METAIRIE PARK COUNTRY DAY SCHOOL'S PRIMARY FUNCTION IS PROVIDING A COMPREHENSIVE NONSECTARIAN EDUCATION TO STUDENTS IN PRE-K THROUGH TWELTH GRADE. THE SCHOOL IS ORGANIZED INTO THREE SEPARATE DIVISIONS: A LOWER SCHOOL, MIDDLE SCHOOL, AND UPPER SCHOOL. THE LOWER SCHOOL OFFERS PRE-KINDERGARTEN THROUGH FIFTH GRADE, WHILE THE MIDDLE SCHOOL OFFERS GRADES SIX THROUGH EIGHT, AND THE UPPER SCHOOL OFFERS GRADES NINE THROUGH TWELVE. EACH SCHOOL PROVIDES AFTER SCHOOL ACTIVITIES THAT CATER SPECIFICALLY TO THE AGES OF THE ENROLLED STUDENTS. THE LOWER SCHOOL OFFERS AN AFTER-SCHOOL DAY CARE AS WELL AS AN AFTER-SCHOOL HOMEWORK CLINIC AND OTHER ENRICHMENT COURSES. BOTH THE MIDDLE AND UPPER SCHOOLS OFFER STUDENTS A WIDE RANGE OF EXTRACURRICULAR ACTIVITIES INCLUDING ATHLETIC PROGRAMS, MUSIC DEVELOPMENT PROGRAMS , AND COMMUNITY SERVICE PROGRAMS. A TOTAL OF 732 STUDENTS WERE ENROLLED FOR THE 2023-2024 SCHOOL YEAR, 270 OF WHOM RECEIVED FINANCIAL ASSISTANCE FROM THE SCHOOL. THE SCHOOL ALSO HAS AN EARLY CHILDHOOD DIVISION FOR CHILDREN SIX WEEKS UP TO 4 YEARS OF AGE, AND THE TOTAL ENROLLED IN THIS PROGRAM WERE 123 CHILDREN. 19524553 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 436 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BONNIE M LAGRAIZE METAIRIE PARK 5048493100 300 PARK ROAD METAIRIE LA 70005 ROBERT HEREFORD HEAD OF SCHOOL 40.00 X X 318000 0 53942 JENNIFER HEEBE TRUSTEE 1.00 X 0 0 0 ROBYN SCHWARZ CHAIR 1.00 X X 0 0 0 PAXTON WHITE VICE CHAIR 1.00 X X 0 0 0 YVETTE JONES TRUSTEE 1.00 X 0 0 0 DATHEL GEORGES TRUSTEE 1.00 X 0 0 0 SUMA JAIN TRUSTEE 1.00 X 0 0 0 JONATHAN KATZ TREASURER 1.00 X X 0 0 0 MALCOLM MEYER TRUSTEE 1.00 X 0 0 0 JOHN MORTON TRUSTEE 1.00 X 0 0 0 JIM ROGERS TRUSTEE 1.00 X 0 0 0 JAKE WEINSTOCK TRUSTEE 1.00 X 0 0 0 LATRESHA WHITE TRUSTEE 1.00 X 0 0 0 MARC WHITENER TRUSTEE 1.00 X 0 0 0 WILLIAM WOLF TRUSTEE 1.00 X 0 0 0 AMELIA SHERMAN FACULTY REPRESENTATIVE 40.00 X X 59710 0 10524 CHRISTIAN BLESSEY SECRETARY 1.00 X X 0 0 0 TIMOTHY BRIGHT TRUSTEE 1.00 X 0 0 0 SHELLI ERGEN TRUSTEE 1.00 X 0 0 0 NIHAL GODIWALA TRUSTEE 1.00 X 0 0 0 JOHN LITTLE TRUSTEE 1.00 X 0 0 0 TARA LUPARELLO TRUSTEE 1.00 X 0 0 0 BONNIE LAGRAIZE CHIEF FINANCIAL OFFICER 40.00 X 117001 0 17054 LORI GORDILLO DIRECTOR OF DEVELOPMENT 40.00 X 119178 0 6993 MIGNON ODEM LOWER SCHOOL PRINCIPAL 40.00 X 117568 0 5059 AUGUSTINE WHYTE UPPER SCHOOL PRINCIPAL 40.00 X 110000 0 13099 PAUL FRANTZ MIDDLE SCHOOL PRINCIPAL 40.00 X 105367 0 13367 MICHAEL MCGUIRE ATHLETIC DIRECTOR 40.00 X 111996 0 13152 GARY LOTZ DIRECTOR OF FACILITIES 40.00 X 107310 0 6260 GEORGE HUNTER ACADEMIC DEAN 40.00 X 100025 0 12661 1266155 0 152111 9 0 1 0 TURF ALLIANCE LLC 3698 FALLING SPRINGS ROAD BONNIEVILLE KY 42713 FREEDOM FIELD CONSTRUCTION 1045724 ADS SYSTEMS LLC 30 VETERANS BLVD METAIRIE LA 70062 ALARM FEES AND MAINTENANCE 221192 RL2 PAINTING LLC 1205 WILLIAMS BLVD KENNER LA 70062 GENERAL PAINTING AND MATERIALS 206710 EMERALD GARDENS INC PO BOX 2331 GONZALES LA 70707 LANDSCAPING SERVICES 182145 GUARANTY SHEET METAL WORKS INC 2649 DELAWARE AVE KENNER LA 70062 ROOFING REPAIR AND MAINTENANCE 157350 7 202993 61372 5019773 5284138 TUITION AND FEES 611600 18005519 18005519 AUXILIARY SERVICES 611600 3626408 3626408 REQUIRED SERVICES 611600 126549 126549 MISC SCHOOL RELATED INCOME 611600 10596 10596 21769072 260325 260325 3205283 2996757 208526 208526 208526 9150 202993 34989 -25839 -25839 65118 60334 4784 4784 27501006 21773856 0 443012 3572802 3572802 986772 493386 493386 8581724 7478375 1103349 449575 374553 75022 1032322 860054 172268 841326 700930 140396 82910 82910 21876 21876 23000 23000 90652 90652 20550 20550 40501 40501 747383 747383 18885 18885 400787 400787 1037121 873706 163415 779079 656323 122756 AUXILIARY SERVICES 2974356 2974356 REPAIRS AND MAINTENANCE 667415 35125 632290 BAD DEBT 443487 443487 MATERIALS AND SUPPLIES 423844 287248 136596 1945257 1197145 748112 25181624 19524553 5657071 0 2693489 2377185 363990 1427735 927925 655106 68039 53475 771587 463597 50412621 19735347 29434259 30677274 12843776 7838695 0 6287125 0 185288 47103065 49965480 1156485 1040259 3580411 1718767 7373873 7018680 458263 1956622 12569032 11734328 X 28015159 30593631 6518874 7637521 34534033 38231152 47103065 49965480 2319382 1377737 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 12843776 15000 1754060 599071 14013765 11904620 21525 1495787 578156 12843776 14461642 -1994292 562730 11904620 12015236 117312 3024324 695230 14461642 13311371 10000 -739179 566956 12015236 0.60400 0.39600 1 0 4108844 4108844 42977318 18871421 24105897 1276354 566253 710101 2050105 297673 1752432 30677274 ISHARES CORE S&P 500 6287125 F 6287125 DEPOSITS HELD IN CUSTODY 456622 LINE OF CREDIT 1500000 1956622 X 22275922 1377737 34989 1412726 20863196 90652 6547158 6637810 27501006 18578803 34989 34989 18543814 90652 6547158 6637810 25181624 PART V, LINE 4: THE ENDOWMENTS CONSIST OF APPROXIMATELY 60 INDIVIDUAL FUNDS, ESTABLISHED FOR A VARIETY OF PURPOSES AND CONSISTING OF BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT. PART X, LINE 2: ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. TAX YEARS ENDED JUNE 30, 2021 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. AS OF JUNE 30, 2024, MANAGEMENT OF THE SCHOOL BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 34,989. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE NETTED IN REVENUE 3,572,802. AUXILIARY SERVICES NETTED IN REVENUE 2,974,356. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 34,989. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE NETTED IN REVENUE 3,572,802. AUXILIARY SERVICES NETTED IN REVENUE 2,974,356. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 METAIRIE PARK COUNTRY DAY SCHOOL ADMITS QUALIFIED STUDENTS OF ANY RACE, GENDER, COLOR, RELIGION, NATIONAL OR ETHNIC ORIGIN, DISABILITY OR SEXUAL ORIENTATION TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS OF THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, GENDER, COLOR, RELIGION, NATIONAL OR ETHNIC ORIGIN, DISABILITY OR SEXUAL ORIENTATION IN VIOLATION OF STATE OR FEDERAL LAW OR REGULATION IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. THE SCHOOL PUBLICIZES, MAINLY THROUGH THEIR WEBSITE, GENERAL CIRCULATION NEWSPAPERS, TARGET AUDIENCE NEWSPAPERS, AND MAGAZINE PUBLICATIONS, ADVERTISEMENTS FOR PROSPECTIVE PARENTS AND THEIR STUDENTS, AND STATES ITS NONDISCRIMINATORY POLICY ON EACH AD. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES A STIPEND FROM THE STATE OF LOUISIANA, BASED ON LOUISIANA REVISED STATUTE (R.S. 17:361- MANDATED SERVICES/PROGRAMS), PROVIDING FOR A REIMBURSEMENT OF COMPENSATION FOR INDIVIDUAL FACULTY AND STAFF PERFORMING CERTAIN DESIGNATED FUNCTIONS RELATED TO ADMINISTRATION OF THE SCHOOL. THIS STIPEND IS AWARDED ANNUALLY BASED ON A FORMULA PROVIDED BY THE STATUTE, AND APPROPRIATED BY THE LOUISIANA LEGISLATURE BASED ON THE AVAILABILITY OF FUNDS IN THE STATE'S BUDGET. CITY NIGHT AUCTION 181846 172696 9150 7528 19461 CD IN THE OAKS 30297 30297 8000 212143 202993 9150 8000 7528 19461 34989 -25839 1 TUITION ASSISTANCE 270 3572802 FAIR MARKET VALUE FINANCIAL ASSISTANCE PART I, LINE 2: THE ORGANIZATION DOES NOT ISSUE GRANTS TO ORGANIZATIONS. IT ISSUES FINANCIAL ASSISTANCE FOR TUITION RELIEF TO STUDENTS OF THE SCHOOL BASED ON SPECIFIC FINANCIAL NEED CRITERIA. ALSO, ALL ACADEMICALLY QUALIFIED CHILDREN OF THE SCHOOL'S EMPLOYEES ARE OFFERED FINANCIAL ASSISTANCE FOR TUITION AT THE SCHOOL. PRIOR TO TO JULY 1, 2013, QUALIFIED CHILDREN OF THE SCHOOL'S FULL-TIME EMPLOYEES WERE OFFERED FINANCIAL ASSISTANCE FOR 90% OF SCHOOL TUITION. AFTER JULY 1, 2013, QUALIFIED CHILDREN OF THE SCHOOL'S NEWLY HIRED FULL-TIME EMPLOYEES WERE OFFERED 85% TUITION ASSISTANCE. X X X X 0 0 0 0 0 0 0 0 0 ROBERT HEREFORD HEAD OF SCHOOL 318000 0 0 0 0 0 15900 0 38042 0 371942 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B WHEN THE ORGANIZATION'S CPA FIRM HAS COMPLETED PREPARATION OF THE FORM 990, A DRAFT OF THE FORM IS PROVIDED TO THE CHIEF FINANCIAL OFFICER AND THE FINANCE COMMITTEE, REPRESENTING THE GOVERNING BODY OF THE SCHOOL, FOR REVIEW AND DISCUSSION. FOLLOWING THIS REVIEW AND REVISIONS, IF ANY, THE FINANCE COMMITTEE APPROVES THE FORM AND AUTHORIZES THE CPA FIRM TO FINALIZE THE RETURN FOR SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE BEGINNING OF EACH NEW FISCAL YEAR BOARD MEETINGS, THE BOARD MEMBERS ARE PRESENTED WITH THE SCHOOL'S CONFLICT OF INTEREST POLICY TO REVIEW AND SIGN. ALL BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY, ACKNOWLEDGING THAT THEY ARE ARE UNAWARE OF ANY POTENTIAL CONFLICT. TRUSTEES ARE EXPECTED TO REVEAL ANY PERSONAL, FAMILY, OR BUSINESS INTERESTS THAT THEY HAVE THAT, BY CREATING A DIVIDED LOYALTY, COULD INFLUENCE THEIR JUDGMENT AND HENCE THE WISDOM OF DECISIONS. TRUSTEES HAVE A DUTY TO DISCLOSE ANY PERSONAL, FAMILY, OR BUSINESS INTERESTS THAT MAY, IN THE EYES OF ANOTHER PERSON, INFLUENCE THEIR JUDGMENT. THE BOARD AS A WHOLE HAS A DUTY TO DISCLOSE SPECIFIC CONFLICTS OF INTERESTS TO THE BOARD WHERE THAT INTEREST MAY, IN THEIR JUDGMENT, AFFECT THE REPUTATION OR CREDIBILITY OF THE SCHOOL, AND TO DISCLOSE THE BOARD'S PROCEDURE FOR OPERATING IN THE PRESENCE OF SUCH CONFLICTS. TRUSTEES HAVE A DUTY TO RECUSE THEMSELVES FROM PARTICIPATING IN ANY DISCUSSION AND VOTING ON MATTERS WHERE THEY HAVE, OR MAY BE PERCEIVED AS HAVING, A CONFLICT OF INTEREST. SUCH EXEMPTIONS WILL BE RECORDED IN MINUTES OF MEETINGS. ANY BUSINESS RELATIONSHIP BETWEEN AN INDIVIDUAL (OR COMPANY WHERE THE INDIVIDUAL IS AN OWNER OR IN THE POSITION OF AUTHORITY) AND THE SCHOOL, OUTSIDE OF THE RELATIONSHIP AS A TRUSTEE MUST BE FORMALIZED IN WRITING AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMPENSATION COMMITTEE, CONSISTING OF THE BOARD CHAIR, VICE-CHAIR, AND TREASURER, DETERMINES THE COMPENSATION AND BENEFITS OF THE HEAD OF SCHOOL. A FORMALIZED COMPENSATION POLICY HAS BEEN IMPLEMENTED. THE COMMITTEE WILL USE COMPARABILITY DATA TO DETERMINE THE HEAD OF THE SCHOOL'S SALARY. THE COMMITTEE WILL PROVIDE AMPLE DOCUMENTATION TO JUSTIFY COMPENSATION LEVELS. ALL COMMITTEE DOCUMENTATION IS SAVED IN A FILE. FOR OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, THE HEAD USES COMPARABILITY DATA, AND PERSONAL INTERVIEWS AND OBSERVATIONS, TO DETERMINE THE COMPENSATION OF EACH PERSON. THE BOARD APPROVES THE TOTAL COMPENSATION AMOUNT OF THE ORGANIZATION EACH YEAR IN THE BUDGET PROCESS, BUT NOT EACH INDIVIDUAL'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE GUIDESTAR WEBSITE, WHICH GETS ITS INFORMATION FROM THE FORM 990 FILED WITH THE IRS. MEMBERS OF THE SCHOOL'S PARENT BODY, ALUMNI, AND CERTAIN OTHER INDIVIDUALS RECEIVE A PRINTED COPY, VIA MAIL, OF SELECTED, SUMMARIZED BALANCE SHEET AND INCOME STATEMENT DATA, IN THE SCHOOL'S ANNUAL PRINTED STATE OF THE SCHOOL REPORT. DONORS, OR OTHER INDIVIDUALS, AT THEIR REQUEST, RECEIVE A COPY OF THE LATEST AVAILABLE AUDITED FINANCIAL STATEMENTS AND/OR FORM 990 TAX RETURN. WE CURRENTLY DO NOT MAKE THE SCHOOL'S GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS AND RECOMMENDS ITS APPROVAL TO THE BOARD.