2026-04-29T17:49:30-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-07-01 520635092 LANDON SCHOOL LAND 3013203200 6101 WILSON LANE BETHESDA MD 20817 BENJAMIN J THOMAS CFO 3013203200 2026-04-28 1 1 LAURA KIELCZEWSKI P00740769 3016529100 2026-04-28 2024 2025-03-06 01:10:19Z JAMES NEILL 6101 WILSON LANE BETHESDA MD 20817 47713032 0 X WWW.LANDON.NET X 1936 MD MAINTAINING EDUCATIONAL PROGRAMS FOR STUDENTS AT THE ELEMENTARY, MIDDLE SCHOOL AND HIGH SCHOOL LEVELS. 22 21 424 350 45307 0 8256900 4807024 37791509 40237041 1289005 1288122 154193 887898 47491607 47220085 6590540 7024526 0 0 22109632 23884131 0 35000 1727519 13860316 14222369 42560488 45166026 4931119 2054059 143946361 161516607 70417695 82925839 73528666 78590768 X LANDON SCHOOL IS COMMITTED TO THE ETHICAL, INTELLECTUAL, AND PERSONAL DEVELOPMENT OF BOYS. WE CHALLENGE AND INSPIRE THEM TO THINK DEEPLY, INDIVIDUALLY, AND BROADLY; TO LIVE WITH RESPECT AND HONOR; AND TO GROW INTO HEALTHY, WELL-ROUNDED MEN OF INTEGRITY AND CHARACTER WHO SEEK TO MAKE A POSITIVE DIFFERENCE IN THE WORLD AROUND THEM. 0 0 36081815 7024526 40550046 MAINTAINING EDUCATIONAL PROGRAMS FOR STUDENTS AT THE ELEMENTARY, MIDDLE SCHOOL AND HIGH SCHOOL LEVELS. 36081815 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 133 0 1 424 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BENJAMIN J THOMAS 3013203200 6101 WILSON LANE BETHESDA MD 20817 JAMES NEILL PRESIDENT/HEAD OF SCHOOL 60.00 X X 655310 0 83945 ADAM WENCHEL TREASURER 1.50 X X 0 0 0 ALI AL-ATTAR TRUSTEE 1.50 X 0 0 0 BILL MAGRUDER CHAIR 1.50 X X 0 0 0 BRIEN WHITE TREASURER 1.50 X X 0 0 0 BROOKE SEAWELL TRUSTEE 1.50 X 0 0 0 BURNELL E HOLLAND III SECRETARY 1.50 X X 0 0 0 DEBRA GRAHAM TRUSTEE 1.50 X 0 0 0 DR INGER ROSNER TRUSTEE 1.50 X 0 0 0 DWAINE ALLEYNE TRUSTEE 1.50 X 0 0 0 EDWARD LAMADE OUTGOING DIRECTOR 1.50 X 0 0 0 JEFF ANSARY OUTGOING DIRECTOR 1.50 X 0 0 0 JOHN BOTTI TRUSTEE 1.50 X 0 0 0 KENDALL JESMER TRUSTEE 1.50 X 0 0 0 KRISTEN BEST TRUSTEE 1.50 X 0 0 0 LAURA HOFFMAN TRUSTEE 1.50 X 0 0 0 LISA ELLIS WILLIAMS TRUSTEE 1.50 X 0 0 0 LISA HERTZBERG TREASURER 1.50 X 0 0 0 MATT HOLLERAN TRUSTEE 1.50 X 0 0 0 MIKE VORIS TRUSTEE 1.50 X 0 0 0 NICK FREEMAN VICE CHAIR 1.50 X X 0 0 0 NII AMAAH K OFOSU-AMAAH TRUSTEE 1.50 X 0 0 0 PETER VENTIMIGLIA TRUSTEE 1.50 X 0 0 0 TED LAMADE TRUSTEE 1.50 X 0 0 14 BENJAMIN THOMAS CFO/COO (AS OF 07/01/2024) 60.00 X 67677 0 48543 STEVE KING OUTGOING INTERIM CFO 60.00 X 104593 0 5400 PETER GALLO DIRECTOR OF DEVELOPMENT 60.00 X 246358 0 71570 KATHERINE HARVEY DIR. OF ADMISSIONS/OUTREACH/ENROLL. 60.00 X 171310 0 5198 EHREN FEDEROWICZ HEAD OF UPPER SCHOOL 60.00 X 151208 0 75714 TARA MONTAGUE ASSISTANT HEAD OF SCHOOL 60.00 X 177359 0 48775 FRED HALLER CHIEF TECHNOLOGY OFFICER 60.00 X 166738 0 15215 WILLIAM BRADY DIRECTOR OF ATHLETICS 60.00 X 152360 0 58829 ERIN DUFFY HEAD OF MIDDLE SCHOOL 60.00 X 153163 0 67993 2046076 0 481196 63 0 1 0 WILLIAMS & CONNOLLY LLP 680 MAINE AVE SW WASHINGTON DC 20024 LEGAL SERVICES 607267 SIMPLY FRESH EVENTS LLC 7621 RICKENBACKER DRIVE SUITE 500 GAITHERSBURG MD 20879 EVENT PLANNING SERVICES 427063 MARQUEZ TREE SERVICES LLC 1 MILL ST PITTSTOWN NJ 08867 LANDSCAPING SERVICES 225471 RJM BUSINESS SERVICES LLC 330 CHANGEBRIDGE RD PINE BROOK NJ 07058 CONSULTING SERVICES 164048 ARC ENVIRONMENTAL LLC 1311 HAUBERT ST BALTIMORE MD 21230 PROFESSIONAL SERVICES 155000 6 224575 4582449 1183561 4807024 TUITION & FEES 611110 37057869 37057869 AUXILIARY SERVICES 611710 3179172 3179172 40237041 789032 789032 516731 0 516731 516731 45307 471424 561845 62755 499090 499090 499090 300533 224575 242371 58162 58162 349308 187821 161487 161487 151518 151518 151518 47220085 40550046 45307 1817708 7024526 7024526 1551552 1314155 172899 64498 17899639 15144344 2004443 750852 925905 793676 97598 34631 2099443 1799621 221298 78524 1407592 1206574 148371 52647 409456 409456 56700 56700 35000 35000 66179 66179 1069275 192051 877224 175017 63320 100997 10700 905244 480592 377228 47424 1303455 1303455 1079566 958342 22319 98905 580576 147510 384060 49006 3248571 2705085 403473 140013 291288 291288 FOOD SERVICES 1361845 6311 1355534 EQUIPMENT RENTAL AND MA 987356 976422 10934 ACADEMICS AND ATHLETICS 893092 890895 2197 SUMMER CAMP 525430 525430 1269319 549506 354494 365319 45166026 36081815 7356692 1727519 307 307 13533576 22307856 10211661 4393116 47891 528838 230017 234617 90206 78362 671648 658152 159120866 58672238 91471508 100448628 27450329 32597103 239218 269628 143946361 161516607 7248198 2034803 9297071 14542181 52820797 65390869 811519 789329 240110 168657 70417695 82925839 X 33243733 40890661 40284933 37700107 73528666 78590768 143946361 161516607 2054059 3008043 0 X 0 1 X 1 0 X 12069881 18867639 4671339 8256900 4807024 48672783 12069881 18867639 4671339 8256900 4807024 48672783 5996651 42676132 472877 741749 993957 875420 1260456 4344459 49792 177034 58888 58162 343876 116768 98231 91624 126176 151518 584317 53945435 181176534 0.79110 0.79200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 116,768. 2021 AMOUNT: $ 98,231. 2022 AMOUNT: $ 91,624. 2023 AMOUNT: $ 126,176. 2024 AMOUNT: $ 151,518. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28886397 1524884 3789721 495666 33705336 24577521 1548085 3300791 540000 28886397 22079303 595645 2418573 516000 24577521 24989567 1287834 -3491137 706961 22079303 19664065 909632 5107753 691883 24989567 0.00000 0.68610 0.31390 0 0 1309749 1309749 140781318 57706101 83075217 16978415 966137 16012278 51384 51384 100448628 CAPITAL LEASE OBLIGATIONS 168657 168657 X 43567615 3008043 -7024526 -4016483 47584098 66179 -430192 -364013 47220085 38505513 430192 430192 38075321 66179 7024526 7090705 45166026 PART V, LINE 4: THE DRAW FROM ENDOWMENT IS USED TO SUPPORT GENERAL PROGRAM SERVICES AS WELL AS FOR DESIGNATED PURPOSES, INCLUDING SCHOLARSHIPS, ETHICS FORUMS AND OTHER PROGRAMS (COMMUNITY SERVICE, ACADEMICS, ATHLETICS). PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SCHOOL'S TAX-EXEMPT PURPOSE IS SUBJECTED TO TAXATION AS UNRELATED BUSINESS INCOME. THE SCHOOL REPRESENTS THAT THERE IS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THE MANAGEMENT OF THE SCHOOL DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED, TAX YEARS SINCE 2022 REMAIN OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS -7,024,526. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD GROUPED WITH EXPENSES ON FINANCIAL STATEMENTS -187,821. FUNDRAISING EXPENSES -242,371. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD GROUPED WITH EXPENSES ON FINANCIAL STATEMENTS 187,821. FUNDRAISING EXPENSES 242,371. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 7,024,526. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AN ANNUAL ANNOUNCEMENT IS PLACED IN THE WASHINGTON POST NEWSPAPER PUBLICIZING THE SCHOOL'S NONDISCRIMINATION POLICY BY AISGW (ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON) AS A GROUP ANNOUNCEMENT ON BEHALF OF MEMBER SCHOOLS. X X X X X 1 SCULLY ASSOCIATES 4753 NORMANDY LANE MEMPHIS TN 38117 FUNDRAISING CONSULTANT 0 0 35000 0 35000 MD AZALEA FESTIVAL/HOLIDAY GREENS 525108 224575 300533 66279 6875 169217 525108 224575 300533 66279 6875 169217 242371 58162 1 TUITION FINANCIAL AID 185 6899949 SCHOLARSHIPS 13 124577 PART I, LINE 2: THE SCHOOL PROVIDES FINANCIAL ASSISTANCE BASED ON BOTH FINANCIAL NEED AND ACADEMIC MERIT. THE SCHOOL HAS AN INDEPENDENT PROCEDURE TO DETERMINE QUALIFICATION FOR FINANCIAL ASSISTANCE. THE SCHOOL HAS STRICT RULES TO PREVENT RELATED PARTIES SUCH AS DISQUALIFIED PERSONS FROM BENEFITING FROM FINANCIAL ASSISTANCE. X X X 1 1 X X 0 1 0 0 0 0 0 1 0 JAMES NEILL PRESIDENT/HEAD OF SCHOOL 507664 0 75000 0 72646 0 21888 0 62057 0 739255 0 0 0 PETER GALLO DIRECTOR OF DEVELOPMENT 194939 0 50000 0 1419 0 11988 0 59582 0 317928 0 0 0 EHREN FEDEROWICZ HEAD OF UPPER SCHOOL 149885 0 0 0 1323 0 9677 0 66037 0 226922 0 0 0 TARA MONTAGUE ASSISTANT HEAD OF SCHOOL 175500 0 500 0 1359 0 8775 0 40000 0 226134 0 0 0 ERIN DUFFY HEAD OF MIDDLE SCHOOL 152235 0 0 0 928 0 7886 0 60107 0 221156 0 0 0 WILLIAM BRADY DIRECTOR OF ATHLETICS 150637 0 500 0 1223 0 9330 0 49499 0 211189 0 0 0 FRED HALLER CHIEF TECHNOLOGY OFFICER 164904 0 500 0 1334 0 14850 0 365 0 181953 0 0 0 KATHERINE HARVEY DIR. OF ADMISSIONS/OUTREACH/ENROLL. 169125 0 0 0 2185 0 5198 0 0 0 176508 0 0 0 PART I, LINE 1A TAX GROSS-UP PAYMENTS WERE MADE FOR VARIOUS TAXABLE BENEFITS PROVIDED TO THE HEAD OF SCHOOL. THE HEAD OF SCHOOL HOLDS VARIOUS BUSINESS MEETINGS THROUGHOUT THE YEAR IN HIS RESIDENCE AND THEREFORE, RECEIVES PERSONAL SERVICES TO MAINTAIN THE UPKEEP OF THE RESIDENCE FOR BUSINESS PURPOSES. THESE AMOUNTS ARE TREATED AS NONTAXABLE BENEFITS AND INCLUDED IN PART II COL D. A NON-TAXABLE HOUSING BENEFIT WAS PROVIDED TO INDIVIDUALS AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. THE FOLLOWING INDIVIDUALS RECEIVED THE HOUSING BENEFIT: BENJAMIN THOMAS - $40,000 JAMES NEILL - $40,000 PETER GALLO - $40,000 EHREN FEDEROWICZ- $40,000 TARA MONTAGUE - $40,000 ERIN DUFFY - $40,000 WILLIAM BRADY - $40,000 PART I, LINE 4B THE HEAD OF SCHOOL PARTICIPATED IN A 457F PLAN AND RECEIVED A CONTRIBUTION OF $60,469. A MHHEFA SERIES 2022A & 2022B 520936091 2022-03-03 66000000 SEE SCHEDULE K, PART VI 1 1 0 A 278776 66000000 50001 62231213 3718785 2025 1 1 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 SCHEDULE K, PART I, LINE A, COLUMN (F) - (I) PART I BOND ISSUE CONSISTS OF: (1) 2022 BOND A - REFINANCE 2011 BOND DEBT AND PROVIDE FIXED FINANCING FOR MASTER PLAN CONSTRUCTION. DEBT UP TO $46,000,000. INTEREST ONLY UNTIL APRIL 2025. COL (G) DEFEASED - YES; COL (H) ON BEHALF OF ISSUER - YES; COL (I) POOLED FINANCING - NO. (2) 2022 BOND B - PROVIDE BRIDGE FINANCING FOR MASTER PLAN CONSTRUCTION PLEDGE RECEIVABLES PAYMENTS. DEBT UP TO $20,000,000. PRINCIPAL DUE AT MATURITY (2032) EXCEPT FOR REQUIRED PREPAYMENTS WITH THE PROCEEDS OF CERTAIN CAPITAL CAMPAIGN PLEDGES. COL (G) DEFEASED - NO; COL (H) ON BEHALF OF ISSUER - NO; COL (I) POOLED FINANCING - NO. X 32 1183561 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) OF PART I REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM ENGAGED BY THE SCHOOL. THE RETURN IS REVIEWED BY THE PRESIDENT/HEAD OF SCHOOL, CFO, CONTROLLER, AND AUDIT AND RISK MANAGEMENT COMMITTEE BEFORE APPROVAL BY THE AUDIT AND RISK MANAGEMENT COMMITTEE AND MADE AVAILABLE TO THE TRUSTEES VIA A SECURE WEBSITE PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS POSTED TO THE BOARD'S SECURE WEBSITE PORTAL. TRUSTEES ARE ASKED TO READ AND SIGN THE POLICY AT THE BEGINNING OF EACH YEAR AND ADVISE THE SECRETARY OF ANY ISSUES THAT MIGHT BE OF CONCERN. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES OF THE OFFICERS ARE DECIDED BY THE USE OF COMPARABLE SALARY DATA AS PROVIDED BY AISGW AND THE ASSOCIATION OF MARYLAND INDEPENDENT SCHOOLS. IN ADDITION, THE HEAD OF SCHOOL'S COMPENSATION WAS SUBJECT TO APPROVAL BY THE BOARD. 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.