2026-01-23T14:46:42-05:00 2025-06-30 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2024-07-01 231352667 PERKIOMEN SCHOOL PERK 2156791136 200 SEMINARY STREET PENNSBURG PA 18073 KATIE SCHNECK CFO 2156791136 2026-01-21 true false CYNTHIA BERGVALL CPA P00133440 2153432727 2026-01-23 2024 2025-03-06 01:10:19Z KATIE SCHNECK 200 SEMINARY STREET PENNSBURG PA 18073 36659714 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". 24 23 128 23 0 11458378 4501160 23257557 25341771 1113119 1467641 7025 15168 35836079 31325740 9971293 10424695 0 7629176 8281256 0 1228734 8441238 9418251 26041707 28124202 9794372 3201538 62322899 66402915 20323569 20656649 41999330 45746266 A COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL SERVING STUDENTS IN GRADES 6-12 WITH A MISSION OF "INSPIRING STUDENTS TO RISK BEING THEIR BEST". false false 22982600 10424695 25341771 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. 22982600 true true false false false false false true false true true false false true true true true false true false false false false false false false false false true true false false false false false false false true true false false false false false false false false true 47 0 true 128 true false false false false false false false false false false false false X 24 23 false false false false false false false true true false false false true true true true true true true false PA X KATIE SCHNECK 2156791136 200 SEMINARY STREET PENNSBURG PA 18073 MARK DEVEY HEAD OF SCHO 40.00 X X 696816 0 35023 JIM FINNEGAN CHAIRMAN 1.00 X X 0 0 0 LUANNE STAUFFER VICE CHAIRMA 1.00 X X 0 0 0 HOWARD FORMAN TREASURER 1.00 X X 0 0 0 SCOTT SCHULTZ SECRETARY 1.00 X X 0 0 0 LEANN ASHFORD BOARD MEMBER 1.00 X 0 0 0 CATHY BAKER BOARD MEMBER 1.00 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 LARRY JACKSON BOARD MEMBER 1.00 X 0 0 0 PHIL LLOYD BOARD MEMBER 1.00 X 0 0 0 BRUCE MELGARY 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 RYAN PARK BOARD MEMBER 1.00 X 0 0 0 FRANS PREIDEL BOARD MEMBER 1.00 X 0 0 0 JIM RATIGAN BOARD MEMBER 1.00 X 0 0 0 ETHAN RHODES BOARD MEMBER 1.00 X 0 0 0 JOE RUSSELLA BOARD MEMBER 1.00 X 0 0 0 PETER SHARKEY BOARD MEMBER 1.00 X 0 0 0 MELISSA WEINSTEIN BOARD MEMBER 1.00 X 0 0 0 SUNG SIK YANG BOARD MEMBER 1.00 X 0 0 0 MICHAEL FOUX ASSOC. HD - 40.00 X 288553 0 31647 CAROL DOUGHERTY ASSOC HEAD O 40.00 X 221244 0 27917 KARL WELSH DIR OF DEVEL 40.00 X 228714 0 29273 AMBER GOUPIL ASSOC HEAD-S 40.00 X 105860 0 111823 SANDRA ABRAHAM DIR OF ENROL 40.00 X 132409 0 17846 1673596 253529 6 false true false 4501160 347458 4501160 TUITION, FEES, AUX SERVICES 611600 25341771 25341771 25341771 975450 975450 15168 15168 15168 15168 5826165 5280109 53865 546056 -53865 492191 492191 31325740 25341771 1482809 10424695 10424695 1000283 200056 659822 140405 5656788 4231223 783281 642284 199336 148409 27304 23623 994577 683889 193110 117578 430272 288469 91169 50634 65089 65089 48749 48749 143752 143752 380663 361396 10065 9202 203691 194462 9229 248468 9717 176442 62309 200082 191038 9044 840010 796220 26991 16799 226995 38609 139566 48820 144415 25270 116036 3109 475945 363623 96902 15420 1655402 1377295 256256 21851 200096 15516 184253 327 DINING HALL SERVICES 2135288 2135288 OPERATING SUPPLIES 707390 612765 88929 5696 TUITION REMISSION 690600 690600 STUDENT ACTIVITIES 238601 171978 66623 813015 407582 353029 52404 28124202 22982600 3912868 1228734 243456 143520 7942925 5370247 6630790 5312738 53841 66837 346566 327520 258497 272797 60540277 34085826 26425037 26454451 18728243 19101368 1693544 9353437 62322899 66402915 1665484 2274692 3212060 3067329 15141162 14558581 304863 756047 20323569 20656649 X 17897185 24837615 24102145 20908651 41999330 45746266 62322899 66402915 X 3201538 648775 -103377 X false true X true false X 2472521 1446471 1002191 4153504 3601160 12675847 2472521 1446471 1002191 4153504 3601160 12675847 2781505 9894342 361784 568822 564062 843113 975450 3313231 15989078 100906217 0.61880 0.59140 X SUPPORTING SCHEDULE AMOUNT FROM ESTATE 900,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 12091248 1642182 914180 -481845 14165765 7803323 3624545 1093405 -430025 12091248 7613216 60005 696960 -566858 7803323 9208524 45760 -1087791 -553277 7613216 6634571 1268979 1668879 363905 9208524 0.05780 0.14900 0.79320 false false 2759325 2759325 37131289 17990151 19141138 11426590 8647286 2779304 9223073 7448389 1774684 26454451 CONSTRUCTION IN PROGRESS 8683554 LIFE INSURANCE CASH SURR VALUE 361046 RIGHT TO USE ASSET, NET OF AMORT 198044 DEBT ISSUANCE COSTS 110793 9353437 DEFERRED COMPENSATION 444310 RIGHT OF USE LEASE LIABILITY 200408 DEPOSITS 87825 AGENCY FUNDS 23504 756047 X 21406068 648775 648775 20757293 143752 10424695 10568447 31325740 17555755 17555755 143752 10424695 10568447 28124202 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 STATUTES 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 DETERMINED THAT THE TAX POSITIONS TAKEN 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 TO 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 2022, 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 10,424,695 SCHEDULE D, PAGE 4, PART XII, LINE 4B FINANCIAL AID EXPENSES, NETTED AGAINST REV ON F/S 10,424,695 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 320 10424695 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 696816 17250 17773 731839 MICHAEL FOUX ASSOC. HD - FINANCE 288553 14881 16766 320200 CAROL DOUGHERTY ASSOC HEAD OF SCHOOL 221244 11151 16766 249161 KARL WELSH DIR OF DEVELOPMENT 228714 11500 17773 257987 AMBER GOUPIL ASSOC HEAD-STUD LIFE 105860 5250 106573 217683 SANDRA ABRAHAM DIR OF ENROLL. MGMT 132409 3413 14433 150255 SCOTT SCHULTZ > 35% OWNED 900804 CONSTRUCTION false SCHEDULE L, PART V THE ORGANIZATION IS USING A CONSTRUCTION COMPANY OWNED OVER 35% BY THE SECRETARY OF THE BOARD FOR CONSTRUCTION OF A NEW BUILDING. THE SECRETARY IS NOT INCLUDED IN ANY DECISION MAKING WITH REGARD TO THE CONSTRUCTION COMPANY PER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FAIR MARKET VALUE IS PAID. X 6 343971 FAIR MARKET VALUE X SUPPLIES 1 3487 FAIR MARKET VALUE 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 CFO. 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 -103,377