2024-03-06T08:41:57-06:00 2022-06-30 FORVIS LLP 111 E Wayne St Suite 600 Fort Wayne IN 46802 990 2021-07-01 351410931 CANTERBURY SCHOOL INC % JERRY BELCHER CANT 2604324728 3210 SMITH ROAD FORT WAYNE IN 46804 JERRY BELCHER BUSINESS MANAGER 2604324728 2023-05-15 true JERRY BELCHER 999009999 Anne E White P01708202 2604604000 2 2021 2023-04-26 12:10:37Z X WILLIAM DAVID JACKSON 3210 SMITH ROAD FORT WAYNE IN 46804 16969883 false X CANTERBURYSCHOOL.ORG X 1977 IN CANTERBURY AIMS TO DEVELOP STUDENTS WITH A STRONG BASE OF KNOWLEDGE, GENUINE APPRECIATION FOR THE CHALLENGES OF LEARNING, AND UNDERSTANDING THE IMPLICATIONS OF CHRISTIAN PRINCIPLES. 25 23 291 700 0 0 3223313 2490700 13558401 14283296 27 2 276681 67610 17058422 16841608 3206208 2637658 0 0 11019584 10795430 0 0 433749 3406915 4080503 17632707 17513591 -574285 -671983 14789368 14154151 4109200 4380763 10680168 9773388 X CANTERBURY SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL OFFERING A COLLEGE-PREPARATORY EDUCATION TO STUDENTS IN EARLY CHILDHOOD THROUGH GRADE 12. THE SCHOOL SEEKS TO ENROLL STUDENTS OF DIVERSE TALENTS AND BACKGROUNDS. CANTERBURY PROMOTES THE TOTAL DEVELOPMENT OF EACH CHILD IN HIS OR HER INTELLECTUAL, PHYSICAL, SOCIAL AND SPIRITUAL GROWTH. false false 14934563 2637658 14283296 THE GOALS OF CANTERBURY SCHOOL ARE: PROVIDE A CHALLENGING EDUCATIONAL PROGRAM BASED ON A STRONG COLLEGE-PREPARATORY CURRICULUM; PROMOTE INTELLECTUAL CURIOSITY AND CREATIVITY; DEVELOP CRITICAL THINKING AND PROBLEM-SOLVING SKILLS; ENCOURAGE STUDENTS TO DEVELOP THEIR POTENTIAL THROUGH PARTICIPATION IN A FULL RANGE OF SCHOOL PROGRAMS AND ACTIVITIES; NURTURE IN EACH STUDENT SELF-CONFIDENCE, SELF-WORTH AND INTEGRITY; INSTILL A SENSE OF COMMUNITY RESPONSIBILITY AND SERVICE; CREATE AN AWARENESS OF STANDARDS, OBLIGATIONS AND ENDURING VALUES OF LIFE. ENROLLMENT FOR THE 2021-2022 SCHOOL YEAR WAS APPROXIMATELY 850 STUDENTS. 14934563 true true false false false false false false false true true false false false true false false true true false false false false false true false false false true true false false false false false false true false false false false false false true false false false true 26 0 291 true false false false false false false false false false false false false false X 25 23 true false false false false false false true true false false true true true true true true true false false IN X JERRY BELCHER 2604324728 3210 SMITH ROAD FORT WAYNE IN 46804 DAVID JACKSON HEAD OF SCHOOL 50.0 1.0 X X 195144 0 13110 BENJAMIN OTTENWELLER ASSISTANT HEAD OF SCHOOL 40.0 0.0 X 102628 0 18860 JERRY BELCHER BUSINESS MANAGER 40.0 0.0 X 108472 0 11278 MATTHEW WOJEWUCZKI CHAIR 1.0 1.0 X X 0 0 0 LAURENCE WEIGAND VICE CHAIR 1.0 0.0 X X 0 0 0 CHARLES SURACK VICE CHAIR 1.0 0.0 X X 0 0 0 THOMAS TEEL SECRETARY 1.0 0.0 X X 0 0 0 TODD JACOBS TREASURER 1.0 1.0 X X 0 0 0 KATHRYN CALLEN TRUSTEE 0.5 1.0 X 0 0 0 SARA AYRES CRAIG TRUSTEE 1.0 0.0 X 0 0 0 GLEN DIXON TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW ELLIOTT TRUSTEE 1.0 0.0 X 0 0 0 MOHAMMED GHAZALI TRUSTEE 1.0 0.0 X 0 0 0 VICTORIA GRABOWSKI TRUSTEE 1.0 0.0 X 0 0 0 SHANNON HARDIEK TRUSTEE 1.0 0.0 X 0 0 0 BYRON LAMM TRUSTEE 1.0 0.0 X 0 0 0 HENRY NAJDESKI TRUSTEE 1.0 0.0 X 0 0 0 ANDREW HOBBS TRUSTEE 1.0 0.0 X 0 0 0 MOLLY SIGLER TRUSTEE 1.0 0.0 X 0 0 0 LISA SMITS TRUSTEE 1.0 0.0 X 0 0 0 ALISA STOVALL TRUSTEE 1.0 0.0 X 0 0 0 RICHARD WATERFIELD TRUSTEE 1.0 1.0 X 0 0 0 STEVE ZACHER TRUSTEE 1.0 0.0 X 0 0 0 MATT BIERBAUM TRUSTEE 1.0 0.0 X 0 0 0 DARA SPEARMAN-WARDLOW TRUSTEE 1.0 0.0 X 0 0 0 BROOKE STEWART TRUSTEE 1.0 0.0 X 0 0 0 ARV SURENDRAN TRUSTEE 1.0 0.0 X 0 0 0 406244 0 43248 3 false true false 0 78880 877214 1534606 2490700 TUITION AND FEES 900099 14283296 14283296 14283296 2 2 0 0 8080 8080 0 8080 8080 0 187805 78880 128275 59530 59530 0 0 0 0 0 0 0 16841608 14283296 67612 0 2637658 2637658 0 0 332569 292661 39077 831 79308 69791 9319 198 7895877 6948372 927765 19740 303407 214719 79940 8748 1573016 1364416 188680 19920 611253 443716 147431 20106 0 665 665 48625 48625 0 0 0 524281 461367 61603 1311 451861 106319 33447 312095 360801 317505 42394 902 106821 94002 12552 267 0 621684 457965 144073 19646 177859 156516 20898 445 0 81796 71981 9611 204 29741 26172 3495 74 0 763427 562380 176921 24126 105751 77895 24513 3343 INSTRUCTIONAL/STUDENT SERVICES 717191 631128 84270 1793 BAD DEBT 90000 90000 17513591 14934563 2145279 433749 1200 1200 251948 399140 0 0 4951833 4653944 0 0 0 0 0 0 0 0 245042 116563 27014155 18030851 9339345 8983304 0 0 0 0 0 0 0 0 0 0 14789368 14154151 1263354 1308530 0 0 816192 901666 0 0 0 0 0 0 1850000 2000000 0 0 179654 170567 4109200 4380763 X 8471315 7970780 2208853 1802608 10680168 9773388 14789368 14154151 X -671983 -234797 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2208854 -249398 156847 1802609 1896424 519827 207397 2208854 2101747 47108 252431 1896424 2252455 114407 265115 2101747 2350438 172539 270522 2252455 1.00000 false false 763204 763204 13764750 7718551 6046199 1735361 572692 1162669 10750840 9739608 1011232 8983304 0 FUNDS HELD ON BEHALF OF OTHERS 170567 170567 13289851 128275 128275 13161576 3680032 3680032 16841608 14196632 128275 128275 14068357 3445234 3445234 17513591 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D PART V ENDOWMENT FUNDS CANTERBURY SCHOOL HAS ADOPTED AN INVESTMENT AND SPENDING POLICY FOR ENDOWMENT ASSETS THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY THEIR ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT FUNDS ARE RESTRICTED TO SUPPORT SCHOLARSHIPS, PROFESSIONAL DEVELOPMENT, TECHNOLOGY, AND DEPARTMENT SUPPORT. SCHEDULE D PART XI LINE 2D DIRECT FUNDRAISING EXPENSES $ 128,275 TOTAL $ 128,275 LINE 4B SCHOLARSHIPS $2,637,658 DISCOUNTS $ 807,576 DECREASE IN ASSETS HELD IN FOUNDATION $ 234,798 TOTAL $3,680,032 SCHEDULE D PART XII LINE 2D DIRECT FUNDRAISING EXPENSES $ 128,275 LINE 4B SCHOLARSHIPS $2,637,658 DISCOUNTS $ 807,576 TOTAL $3,445,234 true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS STATED ON THE SCHOOL WEBSITE AND IN ALL NEWSPAPER/BROADCAST MEDIA SOLICITATIONS AS PART OF THE ANNOUNCEMENTS AND DESCRIPTION OF THE SCHOOL. LAUGHING CAVAIL 254145 77870 176275 60687 27054 8875 23343 CAVALIER OPEN 12540 1010 11530 2738 5578 0 266685 78880 187805 63425 27054 8875 28921 128275 59530 true FINANCIAL AID TO STUDENTS 291 2637658 SCHEDULE I, PART I, LINE 2 FINANCIAL AID IS AWARDED ON THE BASIS OF NEED AS DETERMINED BY AN INDEPENDENT ANALYSIS OF A FAMILY'S RESOURCES AND COMMITMENTS. FINANCIAL AID APPLICATIONS ARE COMPLETED ON AN ANNUAL BASIS AND REVIEWED BY THE FINANCIAL AID COMMITTEE. THE APPLICATIONS, AS WELL AS AWARD RECEIPT INFORMATION, ARE KEPT ON FILE AND HELD ACCORDING TO THE DOCUMENT RETENTION AND DESTRUCTION POLICY. X true true X false false false false false false false false false DAVID JACKSON HEAD OF SCHOOL 195144 0 0 0 0 0 2000 0 11110 0 208254 0 SCHEDULE J, PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE IN A HOUSE OWNED BY CANTERBURY SCHOOL AS PART OF HIS EMPLOYMENT AGREEMENT FOR THE CONVENIENCE OF CANTERBURY SCHOOL. THE HOUSE IS FULLY OWNED AND NOT DEBT FINANCED. IT IS ADJACENT TO THE CAMPUS AND THE HEAD OF SCHOOL CONDUCTS JOB-RELATED ACTIVITIES OUT OF THE HOME. THE SCHOOL PAYS UTILITIES ON THE HOUSE. REED BELCHER SON OF JERRY BELCHER 19485 EMPLOYEE OF ORGANIZATION false PATRICE TEEL WIFE OF TOM TEEL 55490 EMPLOYEE OF ORGANIZATION false FORM 990, PART VI, LINE 1A DAVID JACKSON IS CONSIDERED A NON-INDEPENDENT VOTING MEMBER BECAUSE HE IS A COMPENSATED EMPLOYEE OF CANTERBURY SCHOOL. THOMAS TEEL IS CONSIDERED A NON-INDEPENDENT VOTING MEMBER DUE TO A TRANSACTION LISTED ON SCHEDULE L. FORM 990, PART VI, SECTION A, LINE 2 GLEN DIXON AND HENRY NAJDESKI HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 AND RELATED SCHEDULES IS PERFORMED BY THE BUSINESS MANAGER AND AN INDEPENDENT CPA FIRM. THE FORM 990 AND SCHEDULES ARE THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICT OF INTEREST. ANY CONFLICTS DISCLOSED ARE DEALT WITH AT THE DISCRETION OF THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL RENEWS HIS EMPLOYMENT CONTRACT EVERY 3 YEARS. AT THAT TIME, A COMMITTEE OF THE BOARD REVIEWS COMPARABILITY DATA, GOALS AND OBJECTIVES SET FORTH AND ACHIEVED, AND OTHER PERTINENT INFORMATION IN ORDER TO ESTABLISH A PROPER COMPENSATION. THE HEAD OF SCHOOL PERFORMS THE REVIEW FOR OTHER OFFICERS AND KEY EMPLOYEES. THIS REVIEW INVOLVES A COMPARABILITY STUDY AS WELL AS A REVIEW OF GOALS AND OBJECTIVES SET FORTH AND ACHIEVED. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART X $3,980,453 OF THE ACCOUNTS RECEIVABLE FOR THE SCHOOL ARE HELD ON BEHALF OF THE SCHOOL BY CANTERBURY FOUNDATION, A RELATED ENTITY. FORM 990, PART XI OTHER CHANGES IN NET ASSETS OR FUND BALANCES: $(234,796) FORM 990, PAGE 1, ITEM B THE FORM 990 FOR 06/30/2022 IS BEING AMENDED TO CORRECTLY REPORT COMPENSATION AND BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS. ON THE INTITAL RETURN FILED, THE CALENDAR YEAR 2022 COMPENSATION AND BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS WERE INADVERTENTLY USED. DURING THE PREPARATION OF THE 6/30/2023 RETURN, THESE ERRORS WERE IDENTIFIED AND ARE BEING AMENDED TO REPORT THE CALENDAR 2021 COMPENSATION AND BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS. THE FOLLOWING LINES/SCHEDULES HAVE BEEN CORRECTED: PART VII, LINES 1 AND 2, COLUMNS E AND F, AND SCHEDULE J CHANGED TO REPORT THE APPROPRIATE COMPENSATION. PART VII HAS BEEN UPDATED TO INCLUDE A HIGHEST COMPENSATED EMPLOYEE INADVERTENTLY LEFT OFF PART VII. SCHEDULE L, LINES 1 AND 2, COLUMN C CHANGED TO REPORT THE APPROPRIATE AMOUNT OF TRANSACTIONS INVOLVING INTERESTED PERSONS. CANTERBURY SCHOOL FOUNDATION 3210 SMITH ROAD FORT WAYNE IN 46804 311125105 SUPPORT IN 501 (C) (3) 12A NA false false false true false false false false false false false false false false false false false false false false CANTERBURY SCHOOL FOUNDATION C 877214 CASH VALUE