2026-04-23T13:14:02-05:00 2025-06-30 731185089 ARLEDGE & ASSOCIATES PC 832 NW 70TH ST OKLAHOMA CITY OK 73116 990 2024-07-01 730730839 WESTMINSTER SCHOOL WEST 4055240631 600 NW 44TH STREET OKLAHOMA CITY OK 73118 DARREN TAWWATER PRESIDENT 4055240631 2026-04-04 1 0 JENNIFER LINDSTROM P02083973 4053480615 2024 2025-03-06 01:10:19Z DARREN TAWWATER 600 NW 44TH OKLAHOMA CITY OK 73118 12496478 0 X WWW.WESTMINSTERSCHOOL.ORG X 1963 OK ESTABLISH, MAINTAIN, AND CONDUCT A SCHOOL FOR THE INSTRUCTION AND TRAINING OF YOUTH. 23 22 143 378 0 0 358801 371776 9855867 10434546 668840 743212 57937 -19534 10941445 11530000 793198 763557 0 0 6642787 7721711 0 0 118229 2628899 2435798 10064884 10921066 876561 608934 31941232 33534651 3367268 2380006 28573964 31154645 TO EDUCATE CHILDREN BY ENGAGING THEM ACTIVELY IN EXPERIENCES THAT CHALLENGE STUDENTS TO SOLVE PROBLEMS AS COOPERATIVE, CONFIDENT, AND RESPONSIBLE LEARNERS. 0 0 8364987 763557 10434546 EDUCATIONAL PROGRAMS FOR CHILDREN OF PRESCHOOL AGE THROUGH EIGHTH GRADE. 8364987 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 45 0 1 143 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X DEBBY GRAHAM 4055240631 600 NW 44TH OKLAHOMA CITY OK 73118 AARON HORTON TRUSTEE 1.00 X 0 0 0 ANDREW HWANG TRUSTEE 1.00 X 0 0 0 BOBBY NELSON TRUSTEESHIP CHAIR 1.00 X 0 0 0 CANDACE WILLIAMS LISLE TRUSTEE 1.00 X 0 0 0 DARREN TAWWATER PRESIDENT 5.00 X X 0 0 0 DAVID GRIFFIN ENDOWMENT CHAIR 1.00 X 0 0 0 DAVID HARRIS TRUSTEE 1.00 X 0 0 0 DAVIS HUDIBURG TREASURER, FINANCE CHAIR 1.00 X X 0 0 0 DIANA HAMPTON MD TRUSTEE 1.00 X 0 0 0 EDIE ROODMAN TRUSTEE 1.00 X 0 0 0 GAYLA JONES PROPERTY CHAIR 1.00 X 0 0 0 JANE PULS MD TRUSTEE 1.00 X 0 0 0 KELLY MOODY TRUSTEE 1.00 X 0 0 0 KRISTIN GREENHAW AUDIT CHAIR 1.00 X 0 0 0 MALLORY VAN HORN FINANCIAL AID CHAIR 1.00 X 0 0 0 MARK GROSSMAN TRUSTEE 1.00 X 0 0 0 MICHAEL NEVARD TRUSTEE 1.00 X 0 0 0 NIKKI EDWARDS H.R./BENEFITS CHAIR 1.00 X 0 0 0 PAIGE BASS VICE PRESIDENT 1.00 X X 0 0 0 ROBERT S VERNON HEAD OF SCHOOL 50.00 X X 297927 0 33022 SARAH PITMAN SECRETARY 1.00 X X 0 0 0 VAN HUGHES TRUSTEE 1.00 X 0 0 0 VICTOR STOLBACH DEVELOPMENT/MARKETING 1.00 X 0 0 0 DEBORAH GRAHAM DIRECTOR OF FINANCE 50.00 X 137918 0 21537 MANDY GODFREY DIRECTOR OF MIDDLE DIVISIO 50.00 X 112218 0 8049 RUTH ANN REGENS ASSISTENT HEAD OF SCHOOL 50.00 X 205140 0 35428 753203 0 98036 4 0 1 0 T SCOTT CONSTRUCTION LLC 3308 NW 174TH STREET EDMOND OK 73012 CONSTRUCTION 206147 LADIES CLEANING SERVICES LLC 6212 S COUNTRY CLUB DR OKLAHOMA CITY OK 73159 CLEANING 157400 2 108398 263378 66206 371776 TUITION 561000 10200996 10200996 ENROLLMENT FEES 561000 233550 233550 10434546 743667 743667 40690 85705 -45015 -45015 -45015 772000 772455 -455 -455 -455 124475 108398 108318 16157 16157 9324 9324 9324 11530000 10434546 0 723678 763557 763557 497927 497927 5718502 3977902 1678436 62164 372161 267956 100483 3722 707313 509265 190975 7073 425808 306582 114968 4258 65386 61711 3675 11892 11892 33900 33900 28545 28545 22690 22690 17186 17186 239408 227331 10789 1288 177810 168840 8013 957 289589 275109 11584 2896 719431 683460 28777 7194 229278 217814 9171 2293 REPAIRS & MAINTENANCE 414761 394023 16590 4148 DUPLICATION 60036 57007 2706 323 DEVELOPMENT 49917 31679 18238 POSTAGE AND SHIPPING 18329 18329 57640 18214 39426 10921066 8364987 2437850 118229 2915942 1218037 1029424 973206 26435 21587 145044 166322 22153472 16921505 5294645 5231967 22399469 25783936 130273 139596 31941232 33534651 372753 415754 2994515 1964252 3367268 2380006 X 27559892 30110881 1014072 1043764 28573964 31154645 31941232 33534651 608934 1971747 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19777105 724560 2334712 22836377 16414799 1051553 2310753 19777105 14075128 704012 1635659 16414799 14880961 1151639 -1957472 14075128 10338115 2182971 2796025 436150 14880961 0.04080 0.95920 1 0 2437807 2437807 18733135 16229739 2503396 982530 691766 290764 5231967 X 12907863 1971751 13545 156124 2141420 10766443 763557 763557 11530000 10327182 13545 156128 169673 10157509 763557 763557 10921066 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS FOR THE TAX EXEMPT MISSION OF THE ORGANIZATION, INCLUDING FUNDING FOR FINANCIAL AID FOR STUDENTS, AND FOR FACULTY AND STAFF SALARIES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT FOR AMOUNTS RELATING TO UNRELATED BUSINESS INCOME. THERE WERE NO UNRELATED BUSINESS INCOME TAXES INCURRED IN EITHER FISCAL YEAR 2025 OR 2024. IT IS ALSO EXEMPT FROM STATE TAXES AS AN INSTITUTION ORGANIZED FOR EDUCATIONAL PURPOSES. ACCORDINGLY, NO PROVISION FOR TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS REVIEWED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL IN THE FINANCIAL STATEMENTS OR DISCLOSURE IN THE FOOTNOTES TO BE IN COMPLIANCE WITH AUTHORITATIVE LITERATURE. GENERALLY, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSE 85,705. RECLASS OF FUNDRAISING EXPENSE 70,419. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED NET ON FINANCIALS 763,557. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSE 85,709. RECLASS OF FUNDRAISING EXPENSE 70,419. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED NET ON FINANCIALS 763,557. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SEE SUPPLEMENTAL PAGE NONDISCRIMINATORY POLICY - SCHEDULE E, PART I, LINE 3 WESTMINSTER SCHOOL, INC. DISPLAYS A NOTICE OF ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE AT ALL TIMES DURING ITS TAXABLE YEAR (EXCLUDING TEMPORARY OUTAGES DUE TO WEBSITE MAINTENANCE OR TECHNICAL PROBLEMS) IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE. AUCTION 221519 108398 113121 500 37898 2971 27993 3738 24521 CARNIVAL 11354 11354 372 1125 1224 7976 232873 108398 124475 872 37898 4096 29217 3738 32497 108318 16157 1 FINANCIAL AID 71 763557 PART I, LINE 2: FINANCIAL ASSISTANCE IS AWARDED BASED ON FINANCIAL NEED. THE AID IS AWARDED BY THE SCHOOL OBJECTIVELY IN A NON-DISCRIMINATORY MANNER. X X X 0 1 0 0 0 0 0 0 0 ROBERT S VERNON HEAD OF SCHOOL 297927 0 0 0 0 0 24275 0 8747 0 330949 0 0 0 RUTH ANN REGENS ASSISTENT HEAD OF SCHOOL 205140 0 0 0 0 0 18031 0 17397 0 240568 0 0 0 DEBORAH GRAHAM DIRECTOR OF FINANCE 137918 0 0 0 0 0 12777 0 8760 0 159455 0 0 0 PART I, LINE 4B REPORT ROBERT S. VERNON RECEIVED $200,000 UNDER A SECTION 457(F) SUPPLEMENTAL RETIREMENT PLAN AS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN COMPENSATION. 14225 SCHOLARSHIP FINANCIAL AID REBECCA SKARKY FAMILY MEMBER OF ROBERT VERNON, HEAD OF SCHOOL 107975 FULL TIME EMPLOYEE AS DIRECTOR OF ADMISSION 0 GAYLA JONES TRUSTEE 5000 COMMISSION FEE FOR THE PURCHASE OF A HOUSE 0 X 2 27508 X AUCTION ITEMS 171 37898 X SCHOOL SUPPLIES 2 800 0 1 0 PART I, COLUMN (B): THE NUMBER IS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B IN CONJUNCTION WITH SCHEDULE O EXPLANATION, PART XII, LINE 2C, THE ORGANIZATION WILL MAKE THE FORM 990 AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY AFTER THE AUDIT COMMITTEE'S INITIAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED TO SERVE WESTMINSTER SCHOOL AND ITS CONSTITUENCIES. THE INDIVIDUALS WHO ACCEPT THIS POSITION ARE EXPECTED TO CARRY OUT THEIR DUTIES IN A MANNER WHICH INSPIRES AND ASSURES THE CONFIDENCE OF THE SCHOOL AND THE BROADER COMMUNITY. THE TRUSTEES SHALL EXERCISE THE UTMOST GOOD FAITH IN ALL TRANSACTIONS TOUCHING UPON THEIR DUTIES TO THE SCHOOL AND ITS PROPERTY. IN THEIR DEALINGS WITH AND ON BEHALF OF THE SCHOOL, THEY ARE HELD TO A STRICT RULE OF HONEST AND FAIR DEALINGS BETWEEN THEMSELVES AND THE SCHOOL. THEY SHALL NOT USE THEIR POSITIONS AS TRUSTEES, OR KNOWLEDGE GAINED THEREFROM, SO THAT A CONFLICT MIGHT ARISE BETWEEN THE SCHOOL'S INTEREST AND THAT OF ANY INDIVIDUAL TRUSTEE. A CONFLICT OF INTEREST ARISES WHEN A TRUSTEE: (1) (A) IS AUTHORIZED TO OR (B) PARTICIPATES IN THE DECISION TO AUTHORIZE OTHERS TO ENTER A BUSINESS TRANSACTION ON BEHALF OF THE SCHOOL, WHICH BUSINESS TRANSACTIONS MAY DIRECTLY OR INDIRECTLY MATERIALLY BENEFIT THAT TRUSTEE OR ANY RELATED OR AFFILIATED PERSON OR ENTITY; OR (2) IS INVOLVED IN ANY ACTIVITY WHICH COULD ADVERSELY AFFECT HIS OR HER JUDGEMENT WITH RESPECT TO THE BUSINESS OF THE SCHOOL. IT IS UNDERSTOOD THAT MANY TRUSTEES ARE ALSO MEMBERS OF WESTMINSTER PRESBYTERIAN CHURCH AND/OR PARENTS/GRANDPARENTS OF STUDENTS AT WESTMINSTER SCHOOL AND THESE ARE NOT CONSIDERED TO BE MATERIAL CONFLICTS. EACH POTENTIAL CONFLICT OF INTEREST SHALL BE REPORTED IN WRITING TO THE BOARD OF TRUSTEES BEFORE ANY ACTION AFFECTING THE PARTICULAR MATTER IS TAKEN AND THE BOARD SHALL DETERMINE HOW TO PROCEED. EACH MEMBER OF THE BOARD OF TRUSTEES SHALL ANNUALLY RECEIVE A COPY OF THE CONFLICT OF INTEREST STATEMENT AND SHALL RETURN A SIGNED COPY TO THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A AN EVALUATION IS PERFORMED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE CURRENT PRESIDENT OF THE BOARD THEN REVIEWS THE EVALUATION USING STATISTICAL DATA FROM SURVEYS SUBMITTED BY VARIOUS MEMBER SCHOOLS OF THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST (ISAS) FOR COMPARATIVE PURPOSES. AT THE CONCLUSION OF THIS PROCESS, THE BOARD PRESIDENT APPROVES AND SIGNS THE SALARY AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15B: THE HEAD OF SCHOOL IS THE TOP MANAGEMENT OFFICIAL AND, AS SUCH, THE SCHOOL DOES NOT COMPENSATE ANYONE ADDITIONAL WHO FITS THE DEFINITION OF AN OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 1A: THE BOARD OF TRUSTEES MAY APPOINT AN EXECUTIVE COMMITTEE CONSISTING OF THE PRESIDENT, VARIOUS VICE-PRESIDENTS, THE SECRETARY, THE TREASURER, AND THE CHAIRMEN OF COMMITTEES SO DESIGNATED BY THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES WHEN THE BOARD IS NOT IN SESSION, EXCEPT THAT THE ACQUISITION OR THE DISPOSITION OF ANY REAL PROPERTY BY THE CORPORATION SHALL HAVE THE PRIOR APPROVAL OF THE BOARD OF TRUSTEES. VACANCIES IN THE EXECUTIVE COMMITTEE SHALL BE FILLED BY THE BOARD OF TRUSTEES. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE HELD AT ANY TIME UPON CALL OF THE PRESIDENT, OR DURING HIS ABSENCE, UPON THE WRITTEN REQUEST OF ANY TWO MEMBERS OF THE COMMITTEE. MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE NOTIFIED OF ALL REGULAR AND SPECIAL MEETINGS, BUT SUCH NOTICE NEED NOT BE IN WRITING. ANY MEMBER OF THE EXECUTIVE COMMITTEE MAY WAIVE NOTICE OF ANY MEETING OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2: A NUMBER OF TRUSTEES, OR THEIR SPOUSES, ARE EMPLOYED AT COMPANIES THAT OFFER INSURANCE, REAL ESTATE, OR FINANCIAL SERVICES, OR ARE PROFESSIONALS WHO OFFER SERVICES, AND MAY THEREFORE HAVE ONGOING OR OCCASIONAL BUSINESS OR PROFESSIONAL SERVICE RELATIONSHIPS WITH OTHER TRUSTEES. THESE BUSINESS OR PROFESSIONAL SERVICE RELATIONSHIPS ARE UNRELATED TO SERVICE ON THE ORGANIZATION'S BOARD OF TRUSTEES. THE EXISTENCE OR POSSIBILITY OF SUCH RELATIONSHIPS DOES NOT CREATE ANY ISSUES OR CONFLICTS IMPACTING THE OPERATIONS OF THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS A DRAFT OF THE FORM 990 PRIOR TO FILING THE FORM. SUBSEQUENT TO THE AUDIT COMMITTEE REVIEW, THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY. ONCE THE APPROVAL OF THE AUDIT COMMITTEE IS RECEIVED, AND THE GOVERNING BODY ACCEPTS THE AUDIT COMMITTEE REPORT OF THE FORM 990, THE FORM IS FILED.