2026-04-21T13:11:09-05:00 2025-06-30 202253063 TANNER LLP 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2024-07-01 753048375 THE MCGILLIS SCHOOL MCGI 8015830094 668 SOUTH 1300 EAST SALT LAKE CITY UT 84102 JIM BREWER HEAD OF SCHOOL 8015830094 2026-03-23 1 0 MARC A METCALF P00170461 8015327444 2026-03-23 2024 2025-03-06 01:10:19Z JIM BREWER 668 SOUTH 1300 EAST SALT LAKE CITY UT 84102 17177325 0 X WWW.MCGILLISSCHOOL.ORG X 2002 UT OUR MISSION IS TO EDUCATE CHILDREN AND INSTILL IN OUR STUDENTS A LOVE OF LEARNING AND THE ABILITIES TO THINK CRITICALLY, LIVE ETHICALLY AND APPRECIATE THE VALUE OF EACH INDIVIDUAL. 21 21 149 75 0 0 548857 6400298 9436235 10138062 313104 313673 241219 64812 10539415 16916845 627803 763250 0 0 7714028 8496895 0 0 715450 2611717 2658829 10953548 11918974 -414133 4997871 21947108 27682630 3858666 4288079 18088442 23394551 THE MCGILLIS SCHOOL EMPOWERS CHILDREN TO BECOME ENTHUSIASTIC LEARNERS AND ETHICAL AND ACTIVE CITIZENS AS THEY EACH CREATE THEIR OWN PLACE IN THE WORLD. 0 0 8169751 763250 9734766 EDUCATION PROGRAM - ACCREDITED ELEMENTARY AND MIDDLE SCHOOL CURRICULUM, AS WELL AS PUBLICATIONS, MEDIA RELATIONS, COMMUNITY OUTREACH, TRAINING SESSIONS AND CONFERENCES. 474468 335857 LUNCH PROGRAM - PROVIDE LUNCH FACILITY AND SERVICES FOR STUDENTS. 8644219 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 64 0 149 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X THE MCGILLIS SCHOOL CO KEVIN HANSON 8015830094 668 SOUTH 1300 EAST SALT LAKE CITY UT 84102 EVAN BURBIDGE TRUSTEE 3.00 X 0 0 0 CANDACE CHOW TRUSTEE 2.00 X 0 0 0 SUSANNA COHEN VICE CHAIR 4.00 X X 0 0 0 CHRIS EISENBERG TRUSTEE 2.00 X 0 0 0 ALYSSA FIRSZT TRUSTEE 2.00 X 0 0 0 ELIZABETH GOLDSMITH TRUSTEE 2.00 X 0 0 0 TIM GRAYSON SECRETARY 3.00 X X 0 0 0 MATT HABER TRUSTEE 2.00 X 0 0 0 DAVID HECHT TREASURER 4.00 X X 0 0 0 ERIC HU TRUSTEE 2.00 X 0 0 0 DOUG JAMISON TRUSTEE 2.00 X 0 0 0 KELLY MANNING TRUSTEE 2.00 X 0 0 0 LAUREN RICKS TRUSTEE 2.00 X 0 0 0 ELLEN ROSSI TRUSTEE 5.00 X 0 0 0 ALEX SHAPIRO TRUSTEE 3.00 X 0 0 0 CORY SINCLAIR CHAIR 5.00 X X 0 0 0 EMILY SPIVAK TRUSTEE 2.00 X 0 0 0 ERIN SULLIVAN TRUSTEE 3.00 X 0 0 0 AMY TAYLOR TRUSTEE 2.00 X 0 0 0 CHRIS TOWSON TRUSTEE 2.00 X 0 0 0 MICHAEL YOUNG TRUSTEE 2.00 X 0 0 0 JIM BREWER HEAD OF SCHOOL 50.00 X 287570 0 60570 KEVIN HANSON DIRECTOR OF FINANCE 50.00 X 134154 0 33245 TIMOTHY CAMPBELL MIDDLE SCHOOL DIRECTOR 50.00 X 122968 0 50831 JESSIE COYLE LOWER SCHOOL DIRECTOR 50.00 X 120816 0 23108 MELINDA KAUFMAN DIRECTOR OF ACADEMIC AFFAIRS 50.00 X 106259 0 27786 MARY KIMBALL TLC DIRECTOR 50.00 X 109911 0 24668 MICHAEL VANTYNE DIRECTOR OF OPERATIONS 50.00 X 122566 0 23108 1004244 0 243316 7 0 1 0 OKLAND CONSTRUCTION 1978 S WEST TEMPLE SALT LAKE CITY UT 84115 GENERAL CONTRACTOR - CONSTRUCTION 171686 SHEARS ADKINS ROCKMORE (SAR) 1550 WYNKOOP ST STE 100 DENVER CO 80202 ARCHITECTS 142638 MOUNTAIN ALARM SECURITY PO BOX 735358 DALLAS TX 75373 ALARM SECURITY SYSTEMS 109920 NICHOLAS & COMPANY PO BOX 45005 SALT LAKE CITY UT 84145 FOOD SUPPLY SERVICES 103414 4 6400298 6400298 TUITION AND FEES 611110 10138062 10138062 10138062 437809 437809 56696 0 56696 56696 56696 132243 0 256379 132243 -256379 -124136 -256379 132243 12217 4101 8116 8116 16916845 9938379 0 578168 763250 763250 1247560 877346 307916 62298 6095963 4334605 1419074 342284 394867 277690 97459 19718 758505 485795 272710 46600 46600 41921 5895 13732 22294 122120 122120 628135 617189 10946 PROGRAM EXPENSE 576551 457931 118620 PLANT OPERATIONS 535723 509291 26432 ADMINISTRATIVE EXPENSE 314934 208288 106347 299 ADVANCEMENT 261360 261360 131485 106939 17349 7197 11918974 8644219 2559305 715450 1322524 2770745 2415196 2192333 243865 1618352 28638 77468 214633 168969 20323088 7978364 11632743 12344724 6089509 8510039 21947108 27682630 918638 1366997 1488036 1469101 1451992 1451981 3858666 4288079 X 10093725 9172602 7994717 14221949 18088442 23394551 21947108 27682630 4997871 308238 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6229009 1819498 396996 8445503 5805701 20000 403308 6229009 237457 5506250 61994 5805701 259362 -21905 237457 277010 11352 29000 259362 1.00000 0.00000 0 0 809500 809500 14401481 5478671 8922810 2629222 855938 1773284 1911347 1643755 267592 571538 571538 12344724 RESTRICTED INVESTMENT 8510039 8510039 X 16419334 308238 4101 312339 16106995 46600 763250 809850 16916845 11113226 4101 4101 11109125 46600 763250 809850 11918975 PART X, LINE 2: THE SCHOOL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN AND TO BE TAKEN ON ITS INFORMATIONAL RETURN. A LIABILITY FOR AN UNCERTAIN TAX POSITION INITIALLY NEEDS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2025, THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 4,101. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 763,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 4,101. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 763,250. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 LITERATURE AND BROCHURES SPECIFICALLY WELCOME ALL RACES AND RELIGIONS. THE MCGILLIS SCHOOL ALSO ADVERTISE THEIR NON-DISCRIMINATION POLICY ON AN ANNUAL BASIS IN THE SALT LAKE TRIBUNE AND DESERET NEWS NEWSPAPERS. 1 FAMILY TRIVIA NIGHT 12217 12217 4101 12217 12217 4101 4101 8116 1 FINANCIAL AID 75 763250 FMV TUITION X 1 0 X X X 0 0 0 0 0 0 0 0 0 JIM BREWER HEAD OF SCHOOL 287570 0 0 0 0 0 0 0 60570 0 348140 0 0 0 TIMOTHY CAMPBELL MIDDLE SCHOOL DIRECTOR 122968 0 0 0 0 0 0 0 50831 0 173799 0 0 0 KEVIN HANSON DIRECTOR OF FINANCE 134154 0 0 0 0 0 0 0 33245 0 167399 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE HEAD OF SCHOOL AND BOARD TREASURER ARE REQUIRED TO REVIEW THE 990 IN DETAIL AND THEN THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD FOR REVIEW BEFORE BEING FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C FOR MEMBERS OF THE BOARD OF TRUSTEES, A CONFLICT OF INTEREST STATEMENT IS SIGNED AT THE FIRST BOARD MEETING OF EACH YEAR. THE FORMS ARE HOUSED WITH THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY REVIEWING COMPARABLE SALARIES OF OTHER INDEPENDENT SCHOOL HEADS. THIS INFORMATION IS GATHERED BY AND OBTAINED FROM THE NATIONAL AND REGIONAL ACCREDITATION ORGANIZATION (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS) OF WHICH OUR SCHOOL IS A MEMBER. LOCAL SALARY COMPARISONS FOR SIMILAR POSITIONS ARE ALSO REVIEWED. THE CHAIR AND CHAIR-ELECT/PAST CHAIR OF THE BOARD OF TRUSTEES REVIEWS THE COMPARABLE DATA WITH CONSIDERATION OF THE ANNUAL BUDGET, AND MAKES A RECOMMENDATION TO THE BOARD TREASURER. A VOTE OF THE FULL BOARD IS OBTAINED FOR HIRING AND RETAINING HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 ARTICLES DEVELOPED BY MEMBERS OF THE BOARD OF TRUSTEES ARE INCLUDED IN THE SCHOOL NEWSLETTERS, WHICH ARE DISTRIBUTED TO THE ENTIRE SCHOOL COMMUNITY AS WELL AS DONORS, EXTENDED FAMILY MEMBERS, COMMUNITY MEMBERS AND OTHER INTERESTED INDIVIDUALS. IN SOME OF THESE ARTICLES, READERS ARE REMINDED THAT A NOTEBOOK OF BOARD AND EXECUTIVE COMMITTEE MINUTES ARE INCLUDED IN A BINDER THAT IS AVAILABLE IN THE SCHOOL'S MAIN OFFICE. THE ROLE OF THE GOVERNANCE COMMITTEE IS SHARED ALONG WITH THE NAME OF THE GOVERNANCE CHAIR. BOARD MEMBERS AND THEIR POSITIONS ARE ALSO LISTED ON THE SCHOOL WEBSITE. BOARD MEETINGS ARE INCLUDED ON THE SCHOOL CALENDAR AND ARE OPEN TO THE PUBLIC. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PARLIAMENT LLC 668 SOUTH 1300 EAST SALT LAKE CITY UT 84102 841890460 INVESTMENT AND MANAGEMENT OF REAL ESTATE HOLDINGS UT 38043 96175 THE MCGILLIS SCHOOL