2024-03-06T08:43:20-06:00 2023-06-30 FORVIS LLP 111 E Wayne St Suite 600 Fort Wayne IN 46802 990 2022-07-01 351410931 CANTERBURY SCHOOL INC % JERRY BELCHER CANT 2604324728 3210 SMITH ROAD FORT WAYNE IN 46804 JERRY BELCHER BUSINESS MANAGER 2604324728 2024-05-15 true JERRY BELCHER 999009999 Anne E White P01708202 2604604000 3 2022 2023-04-26 12:10:37Z WILLIAM DAVID JACKSON 3210 SMITH ROAD FORT WAYNE IN 46804 29616715 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. 26 25 284 700 0 0 2490700 14568878 14283296 14657361 2 0 67610 264766 16841608 29491005 2637658 3217815 0 0 10795430 10079511 0 0 578871 4080503 4097275 17513591 17394601 -671983 12096404 14154151 27369305 4380763 5319470 9773388 22049835 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 14678741 2885780 14745868 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 2022-2023 SCHOOL YEAR WAS APPROXIMATELY 700 STUDENTS. 14678741 true true false false false false false false false true true false false false true false false true true false false false false true 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 0 284 true false false false false false false false false false false false false false X 26 25 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 228395 0 7517 JERRY BELCHER BUSINESS MANAGER 40.0 0.0 X 109836 0 10730 TODD JACOBS CHAIR 1.0 0.0 X X 0 0 0 HENRY NAJDESKI TRUSTEE (LEFT 04/2023) 1.0 0.0 X 0 0 0 DARA SPEARMAN-WARDLOW TRUSTEE 1.0 0.0 X 0 0 0 ARV SURENDRAN TRUSTEE 1.0 0.0 X 0 0 0 MATT BIERBAUM TRUSTEE 1.0 0.0 X 0 0 0 KEVAN BIGGS TRUSTEE 1.0 0.0 X 0 0 0 KATHRYN CALLEN TRUSTEE 0.5 1.0 X 0 0 0 NIKOLE CARVER TRUSTEE 1.0 0.0 X 0 0 0 SARA 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 SAAD 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 ANDREW HOBBS TRUSTEE 1.0 0.0 X 0 0 0 BYRON LAMM TRUSTEE 1.0 0.0 X 0 0 0 BETH LIAPPLE TRUSTEE 1.0 0.0 X 0 0 0 MOLLY SIGLER TRUSTEE 1.0 0.0 X 0 0 0 GREG SHERMAN TRUSTEE 1.0 0.0 X 0 0 0 LISA SMITS TRUSTEE 1.0 0.0 X 0 0 0 BROOKE STEWART TRUSTEE 1.0 0.0 X 0 0 0 CHARLES SURACK VICE CHAIR 1.0 0.0 X X 0 0 0 RICHARD WATERFIELD TRUSTEE 1.0 0.0 X 0 0 0 LAURENCE WEIGAND VICE CHAIR 1.0 0.0 X X 0 0 0 MATTHEW WOJEWUCZKI TRUSTEE 1.0 0.0 X 0 0 0 STEVEN ZACHER TRUSTEE 1.0 0.0 X 0 0 0 338231 0 18247 2 false true false 0 11000 589546 1058263 12910069 14568878 TUITION AND FEES 900099 14657361 14657361 14657361 0 0 0 10680 10680 0 10680 10680 0 291289 11000 125710 165579 165579 0 0 0 0 0 0 OTHER INCOME 900099 88507 88507 88507 29491005 14745868 176259 0 3217815 3217815 0 0 332569 292661 39077 831 25888 22781 3042 65 8185398 7203150 961784 20464 270189 199850 63663 6676 647579 440944 186839 19796 617888 441591 155306 20991 0 0 15715 15715 61300 61300 0 0 330801 291105 38869 827 583329 111136 36204 435989 327236 287968 38450 818 95724 84237 11248 239 0 648615 567983 41602 39030 191934 168902 22552 480 0 98292 86497 11549 246 85292 75057 10022 213 0 860329 631956 200968 27405 108319 79566 25303 3450 INSTRUCTIONAL/STUDENT SERVICES 540389 475542 63496 1351 BAD DEBT 150000 150000 17394601 14678741 2136989 578871 1200 1200 399140 286441 0 0 4653944 16470064 0 0 0 0 0 0 0 0 116563 143068 28584183 18600185 8983304 9983998 0 0 0 0 0 0 0 0 0 484534 14154151 27369305 1308530 2129378 0 0 901666 842301 0 0 0 0 0 0 2000000 1750000 0 0 170567 597791 4380763 5319470 X 7970780 8164663 1802608 13885172 9773388 22049835 14154151 27369305 X 12096404 180043 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1802609 371834 169968 8604 2335807 2208854 -249398 156847 1802609 1896424 519827 207397 2208854 2101747 47108 252431 1896424 2252455 114407 265115 2101747 1.00000 false false 763204 763204 13791878 8057925 5733953 1639020 538298 1100722 12390081 10003962 2386119 9983998 0 FUNDS HELD ON BEHALF OF OTHERS 104337 OPERATING LEASE LIABILITIES 493454 597791 26578943 305753 305753 26273190 3217815 3217815 29491005 14302496 125710 125710 14176786 3217815 3217815 17394601 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 $ 125,710 INCREASE IN ASSETS HELD IN FOUNDATION $ 180,043 TOTAL $ 305,753 LINE 4B SCHOLARSHIPS $2,890,875 DISCOUNTS $ 326,940 TOTAL $3,217,815 SCHEDULE D PART XII LINE 2D DIRECT FUNDRAISING EXPENSES $ 125,710 LINE 4B SCHOLARSHIPS $2,890,875 DISCOUNTS $ 326,940 TOTAL $3,217,815 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. false LAUGHING CAVALI 278505 11000 267505 10542 35650 44796 31789 CAVALIER OPEN 23784 23784 534 2399 0 302289 11000 291289 10542 36184 44796 34188 125710 165579 true FINANCIAL AID TO STUDENTS 254 2890875 TUITION DISCOUNTS 73 326940 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 208395 0 20000 0 0 2117 0 5400 0 235912 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 25888 EMPLOYEE OF ORGANIZATION FORM 990, PART VI, LINE 1A DAVID JACKSON IS CONSIDERED A NON-INDEPENDENT VOTING MEMBER BECAUSE HE IS A COMPENSATED EMPLOYEE OF CANTERBURY SCHOOL. 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 $4,532,330 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: $180,043 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 589546 CASH VALUE