2024-05-15T09:40:00-05:00 2023-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2022-07-01 520591645 OLDFIELDS SCHOOL INC OLDF 4104724800 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 CHRIS SMITH TREASURER 4104724800 2024-05-15 1 CHRIS SMITH 999009999 1 ASHLEY ZUMBRUN P02050856 4104031500 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS SMITH 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 9188544 0 X OLDFIELDSSCHOOL.ORG X 1926 MD OLDFIELDS SCHOOL'S MISSION IS TO EMBRACE EACH STUDENT'S AUTHENTIC SELF, EDUCATE THROUGH COLLABORATION, EMPOWER THE INDIVIDUAL VOICE, AND INSPIRE CONFIDENCE AND CONTINUAL GROWTH, LEADING TO A LIFE OF PURPOSE. 17 17 89 17 0 0 2009339 1780565 5225060 4646576 590671 355109 6793 24246 7831863 6806496 1998290 1874402 0 0 3949706 4756413 0 0 322663 4152366 3736052 10100362 10366867 -2268499 -3560371 22471611 17659735 2681625 1530646 19789986 16129089 OLDFIELDS SCHOOL'S MISSION IS TO EMBRACE EACH STUDENT'S AUTHENTIC SELF, EDUCATE THROUGH COLLABORATION, EMPOWER THE INDIVIDUAL VOICE, AND INSPIRE CONFIDENCE AND CONTINUAL GROWTH, LEADING TO A LIFE OF PURPOSE. 0 0 8156041 1874402 4646576 FOUNDED IN 1867, OLDFIELDS SCHOOL COMBINES TRADITION AND INNOVATION WHILE REMAINING TRUE TO ITS FUNDAMENTAL MOTTO, "COURAGE, HUMILITY, AND LARGENESS OF HEART." THE STUDENT BODY IS MADE UP OF A DIVERSE GROUP OF YOUNG WOMEN FROM ACROSS THE UNITED STATES AND AROUND THE GLOBE. APPROXIMATELY 75+ COURSES, INCLUDING HONORS COURSES, ADVANCED PLACEMENT PREPARATION, SPECIAL SEMINARS, MAY PROGRAM, AND ART ELECTIVES ARE OFFERED. EACH GIRL'S EDUCATION IS TAILORED TO HER ABILITIES WITH AN AVERAGE CLASS SIZE OF 8 STUDENTS AND A 5:1 STUDENT TO FACULTY RATIO. OLDFIELDS FOCUSES ON ENSURING "EACH GIRL'S SUCCESS." OLDFIELDS SCHOOL IS LOCATED ON 140 RURAL ACRES NESTLED IN THE SCENIC HORSE COUNTRY OF NORTH BALTIMORE COUNTY, MARYLAND. 8156041 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 54 0 1 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MD X JEREMY MYERS DIRECTOR OF FINANCE 4436621011 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 CAROL HUBBELL ENGEBRETSON '72 CHAIR 1.00 0.00 X X 0 0 0 ELIZABETH LABROT '76 VICE-CHAIR 1.00 0.00 X X 0 0 0 SCOTT S MENZIES P'03 TREASURER 1.00 0.00 X X 0 0 0 JENNEVEE FRIAS CRESPO '01 SECRETARY 1.00 0.00 X X 0 0 0 DR BARBARA BAISLEY '88 TRUSTEE 1.00 0.00 X 0 0 0 CAITLIN CUNNINGHAM '08 TRUSTEE 1.00 0.00 X 0 0 0 HEIDI DUPONT '95 TRUSTEE 1.00 0.00 X 0 0 0 CHRISTINE EDWARDS '95 TRUSTEE 1.00 0.00 X 0 0 0 LULU LAUBENSTEIN GOOD '72 TRUSTEE 1.00 0.00 X 0 0 0 JAMILA HUBBARD '11 TRUSTEE 1.00 0.00 X 0 0 0 SUSAN ANDREWS LESCHEN '87 TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH TURNER LOVE '90 P'20 TRUSTEE 1.00 0.00 X 0 0 0 BRANT MCDUFF '03 TRUSTEE 1.00 0.00 X 0 0 0 DOMINIQUE R MEJIA '04 P'20 P'21 TRUSTEE 1.00 0.00 X 0 0 0 KAE NOMURA '03 TRUSTEE 1.00 0.00 X 0 0 0 RAMSAY M WHITWORTH ESQ P'19 TRUSTEE 1.00 0.00 X 0 0 0 CAROLYN EWING WOODS '87 TRUSTEE 1.00 0.00 X 0 0 0 NANCY PALMER HEAD OF SCHOOL 40.00 0.00 X 50502 0 0 BRYAN ENGLE DIRECTOR OF FINANCE 40.00 0.00 X 102422 0 32747 DAVID PERFIELD FORMER HEAD OF SCHOOL 40.00 0.00 X 145830 0 36244 298754 0 68991 2 1 1 0 COMPASS GROUP USA INC - FLIK PO BOX 417632 BOSTON MA 02241 FOOD/DINING SERVICES 602947 PPM-MID ATLANTIC 507 WYNGATE ROAD LUTHERVILLE MD 21093 FACILITIES/CUSTODIAL 364826 2 870729 909836 145251 1780565 TUITION & FEES 611710 4041080 4041080 AUXILIARY ACTIVITIES 611710 605496 605496 4646576 152448 152448 15707 15707 2568959 2366298 202661 202661 202661 24289 15750 8539 8539 6806496 4646576 0 379355 X 1874402 1874402 237749 169012 58782 9955 3759862 2669711 933677 156474 92759 66584 22096 4079 364604 261718 86851 16035 301439 216378 71804 13257 129908 129908 57196 57196 21649 21649 1058107 997088 56852 4167 48815 8271 40544 327139 149228 165834 12077 147180 104507 36549 6124 571449 517161 54288 29965 27999 1942 24 51274 51274 653033 590995 62038 207484 147325 51524 8635 EQUESTRIAN 186545 186545 BAD DEBT EXPENSE 83072 4068 79004 STUDENT LIFE 48959 48959 SPECIAL EVENTS 46513 22074 12220 12219 67764 42742 24409 613 10366867 8156041 1888163 322663 1823470 646224 638798 1858552 1905783 1750427 1045785 6457 38137 37387 109998 83856 29417375 18093258 11804768 11324117 1150125 763782 3628363 773712 326384 415221 22471611 17659735 418506 724853 332474 9000 961000 969645 756393 0 40400 2681625 1530646 X 10796956 10320471 8993030 5808618 19789986 16129089 22471611 17659735 -3560371 -100526 0 X 0 1 X 1 0 X 985231 7337922 1613685 2009339 1780565 13726742 985231 7337922 1613685 2009339 1780565 13726742 5679828 8046914 277436 106396 45787 62710 168155 660484 16016 11057 2437 6059 24289 59858 14447084 26176435 0.55700 0.43270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INVENTORY REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5.90 1 1 9.00 6425279 209218 3162545 3471952 8306292 2091680 -897030 3075663 6425279 8515239 5870 1305068 1519885 8306292 9061794 1244500 190437 1981492 8515239 8561459 273186 666313 400000 39164 9061794 0.18360 0.81640 0 0 796298 796298 25059895 15354219 9705676 2306005 2012086 293919 1255177 726953 528224 11324117 LEASE LIABILITIES 40400 40400 X 4825669 -100526 15750 -84776 4910445 21649 1874402 1896051 6806496 8486566 15750 15750 8470816 21649 1874402 1896051 10366867 PART II, LINE 5: IN 2004, A FOREST STEWARDSHIP PLAN WAS PREPARED FOR MARYLAND GRID 907 X 628; TAX MAP 28 PARCEL 195 IN BALTIMORE COUNTY. THIS PLAN OUTLINES RECOMMENDATIONS BASED ON THE GOALS TO PRESERVE THE NATURAL HABITAT AND RESOURCES PRESENT. THE PLAN PROVIDES MANAGEMENT UNIT DESCRIPTIONS AND RECOMMENDED PRACTICES, GENERAL PROPERTY-WIDE RECOMMENDATIONS, COST-SHARE AND TAX ASSISTANCE PROGRAM ANALYSIS, AND A MANAGEMENT PRACTICE SCHEDULE. PART II, LINE 9: THE EASEMENT IS MONITORED, INSPECTED, AND ENFORCED BY THE GROUNDS MAINTENANCE CONTRACTOR OF THE SCHOOL. THE COSTS OF PERFORMING THESE ACTIVITIES ARE NOT SEPARATELY TRACKED, BUT RATHER, ARE INCLUDED IN THE GENERAL SERVICE CONTRACT. PART V, LINE 4: THE SCHOOL USES THE ENDOWMENT FUNDS AS SUPPORT FOR OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE SCHOOL'S EXEMPT PURPOSE. THE ENDOWMENT FUNDS ARE INVESTED UNDER THE SCHOOL'S INVESTMENT POLICY TO COMPLY WITH THE STATE OF MARYLAND UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT. THE BOARD APPROPRIATES THE EARNINGS OF THE ENDOWMENT FUNDS FOR EXPENDITURE TO SUPPORT DONOR STIPULATED PURPOSES. PART X, LINE 2: ASC 740, INCOME TAXES, PRESCRIBES THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE SCHOOL RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE SCHOOL IS REQUIRED TO FILE INFORMATIONAL RETURNS IN VARIOUS JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE 15,750. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECORDED AS A REDUCTION OF REVENUE 1,874,402. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE 15,750. RECOVERY OF BAD DEBT PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECORDED AS A REDUCTION OF REVENUE 1,874,402. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S POLICY IS PUBLISHED IN VARIOUS NEWSPAPERS ANNUALLY. THE POLICY IS ALSO ON THE SCHOOL'S WEBSITE AND THE COMMUNITY GUIDEBOOK. SCHEDULE E, PART I, LINE 6 OLDFIELDS SCHOOL, INC. RECEIVED FUNDS THROUGH THE SMALL BUSINESS ADMINISTRATION'S PAYCHECK PROTECTION PROGRAM. 1 FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AWARDED TO STUDENTS 58 1874402 PART I, LINE 2: THE STUDENTS' PARENT(S) APPLY FOR THE FINANCIAL AID BY COMPLETING THE UNIFORM SSS FORM. MANAGEMENT REVIEWS THE SSS FORM AND AWARDS FINANCIAL AID ON AN AS-NEEDED BASIS. THE AMOUNT OF EACH AWARD IS APPLIED TO THE RESPECTIVE STUDENTS' TUITION BILL. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 DAVID PERFIELD FORMER HEAD OF SCHOOL 115000 0 30000 0 830 0 5920 0 30324 0 182074 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, DAVID PERFIELD WAS PROVIDED ON CAMPUS HOUSING FOR THE CONVENIENCE AND BENEFIT OF THE ORGANIZATION. THIS HOUSING IS NOT TAXABLE AND IS INCLUDED IN NONTAXABLE BENEFITS. X 8 145251 FAIR MARKET VALUE X HORSES 1 0 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE TOTAL IN COLUMN (B) REPRESEENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 33: THE SCHOOL DOES NOT VALUE NONCASH CONTRIBUTIONS FOR PREVIOUSLY OWNED HORSES AND GOODS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT KEEP MINUTES FOR COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. MINUTES ARE ONLY DOCUMENTED FOR MEETINGS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE HEAD OF SCHOOL, DIRECTOR OF FINANCE AND OPERATIONS, AND CONTROLLER PERFORM THE INITIAL REVIEW. AFTER THEIR APPROVAL, THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND IS PRESENTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH NAIS STANDARDS, ALL TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE ADMINISTRATIVE ASSISTANT TO THE HEAD OF THE SCHOOL SENDS ALL TRUSTEES A COPY OF THE CONFLICT OF INTEREST STATEMENT VIA EMAIL TO SIGN AT THE BEGINNING OF EACH FISCAL YEAR. THE STATEMENTS ARE FILED BY THE HEAD'S ADMINISTRATOR AND ARE KEPT ON FILE AND UP TO DATE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE HEAD OF THE SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES HEADS COMMITTEE. THE COMMITTEE USES AIMS SUMMARY REPORTS OF COMPENSATION AS A GUIDELINE FOR SETTING COMPENSATION. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY REVIEW OF COMPARABLE SALARIES AT PEER SCHOOLS AND MARKET REPORTS. THE HEAD OF SCHOOL REVIEWS AND APPROVES THESE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G FOOD SERVICES: PROGRAM SERVICE EXPENSES 595,748. MANAGEMENT AND GENERAL EXPENSES 14,592. FUNDRAISING EXPENSES 4,037. TOTAL EXPENSES 614,377. CONSULTANTS - OTHER: PROGRAM SERVICE EXPENSES 401,340. MANAGEMENT AND GENERAL EXPENSES 42,260. FUNDRAISING EXPENSES 130. TOTAL EXPENSES 443,730. CHARITABLE REMAINDER UNITRUST 200 W LANCASTER AVE WAYNE PA 19087 CHARITABLE REMAINDER UNITRUST PA T 48239 349623 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARITABLE REMAINDER UNITRUST C 48239 FAIR MARKET VALUE