2025-11-13T11:09:26-06:00 2025-05-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-06-01 237339248 MEREDITH-DUNN SCHOOL INC MERE 5024565819 3023 MELBOURNE AVENUE LOUISVILLE KY 40220 REBECCA ROBERTS HEAD OF SCHOOL 5024565819 2025-11-13 1 0 SARAH K ANTLE P01391676 5024269660 2025-11-07 2024 2025-03-06 01:10:19Z REBECCA ROBERTS 3023 MELBOURNE AVENUE LOUISVILLE KY 40220 3596456 0 X WWW.MEREDITHDUNNSCHOOL.ORG X 1973 KY TO PROVIDE PERSPECTIVE INSTRUCTION IN A NURTURING ENVIRONMENT DESIGNED TO EMPOWER STUDENTS WHO LEARN DIFFERENTLY IN BECOMING ACCOMPLISHED LEARNERS AND RESILIENT INDIVIDUALS. 12 12 64 12 0 0 877996 948985 2569918 2578359 2433 9192 22909 31695 3473256 3568231 0 0 0 0 2693663 2412335 14785 3260 91129 884419 811498 3592867 3227093 -119611 341138 4230843 8140558 626998 4195575 3603845 3944983 X TO PROVIDE PRESCRIPTIVE INSTRUCTION IN A NURTURING ENVIRONMENT DESINGED TO EMPOWER STUDENTS WHO LEARN DIFFERENTLY IN BECOMING ACCOMPLISHED LEARNERS AND RESILIENT INDIVIDUALS. 0 0 2163271 2510139 SCHOOL SERVICES - SCHOOL BASE DISTINCTION SPECIALIZING IN LEARNING DIFFERENCES. 40584 54979 EVALUATION - COMPREHENSIVE PSYCHOEDUCATIONAL EVALUATION FOR STUDENTS. 51371 35534 AFTERSCHOOL CARE - AFTER SCHOOL HOMEWORK HELP AND ACTIVITIES FOR STUDENTS NEEDING SERVICES AFTER SCHOOL HOURS. 25462 26587 SUMMER SCHOOL/TUTORING - TUTORING AND PROGRAM HELP FOR STUDENTS DURING THE SUMMER. 25462 26587 2280688 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 8 0 1 64 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X REBECCA ROBERTS 5024565819 3023 MELBOURNE AVENUE LOUISVILLE KY 40220 STEVE DEWEESE CHAIR 1.00 X X 0 0 0 REED WEINBERG VICE CHAIR 1.00 X X 0 0 0 RAY DICKISON TREASURER 1.00 X X 0 0 0 JEFF ROGERS SECRETARY 1.00 X X 0 0 0 TOM BOBLITT TRUSTEE 1.00 X 0 0 0 MARK LICHTEFELD TRUSTEE 1.00 X 0 0 0 ROBIN LUSK TRUSTEE 1.00 X 0 0 0 RORY MCMAHAN TRUSTEE 1.00 X 0 0 0 BILL SIMPSON TRUSTEE 1.00 X 0 0 0 ALLI TRUTTMANN TRUSTEE 1.00 X 0 0 0 KATHY BEAM TRUSTEE 1.00 X 0 0 0 RACHEL BUFFORD TRUSTEE 1.00 X 0 0 0 REBECCA ROBERTS HEAD OF SCHOOL (EFF. 6.2024) 40.00 X 92257 0 6372 KIMBERLY LUNA DIRECTOR OF FINANCE 40.00 X 70487 0 3600 ROBIN JOHNSTONE HEAD OF SCHOOL (THRU 6.2024) 40.00 X 93160 0 6545 255904 0 16517 0 0 0 0 LICHTEFELD INC 908 S 8TH STREET SUITE 102 LOUISVILLE KY 40203 CONSTRUCTION CONTRACTOR 1232677 1 191651 757334 948985 TUITION AND FEES 611710 2461259 2461259 EVALUATION 611710 54979 54979 AFTER SCHOOL PROGRAM 611710 35534 35534 SUMMER PROGRAM 611710 21119 21119 TUTORING 611710 5468 5468 2578359 9192 9192 11040 191651 28225 -17185 -17185 MISCELLANEOUS INCOME 900099 48880 48880 48880 3568231 2627239 0 -7993 183111 183111 1974871 1509319 390170 75382 93149 71238 18353 3558 161204 113082 42355 5767 565 565 3260 3260 39869 39620 249 9400 9400 14399 14399 53664 37678 14104 1882 196107 176496 19611 21345 21345 171767 154590 17177 59972 59972 DEPARTMENTAL COSTS 127223 127223 FOOD 51945 51945 OTHER 40951 32931 6989 1031 BAD DEBT 18105 18105 6186 6186 3227093 2280688 855276 91129 196157 406933 287681 166606 386851 302214 15012 71840 32087 25654 9150063 1987539 3217142 7162524 95913 4787 4230843 8140558 352490 904833 66119 44165 200000 3241790 8389 4787 626998 4195575 X 2302376 2096593 1301469 1848390 3603845 3944983 4230843 8140558 341138 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 194800 194800 4041395 1651599 2389796 501922 335940 165982 4411946 4411946 7162524 OPERATING LEASE LIABILITY 4787 4787 X 3596456 28225 28225 3568231 0 3568231 3255318 28225 28225 3227093 0 3227093 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SCHOOL'S TAX EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF MAY 31, 2025 AND 2024, THE SCHOOL DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES 28,225. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES 28,225. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY IS DISPLAYED ON ALL MARKETING MATERIALS, INCLUDING THE SCHOOL'S WEBSITE, ADMISSIONS BROCHURES, ETC. IT IS ALSO EVIDENT IN STUDENT HANDBOOKS, EMPLOYEE HANDBOOKS AND PERSONNEL POLICIES. TAKE HEART GALA 170707 159667 11040 700 11037 550 12710 COLOR FUN RUN 31984 31984 200 845 775 1408 202691 191651 11040 900 845 775 11037 550 14118 28225 -17185 LICHTEFELD INC COMPANY IS OWNED BY BOARD MEMBER AND FAMILY 1232677 CONSTRUCTION SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL BUSINESS RELATIONSHIPS ARE MONITORED BY THE HEAD OF SCHOOL FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THESE INDIVIDUALS IS REVIEWED AND SET BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.