2024-11-11T00:02:03-06:00 2024-06-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2023-07-01 231352656 LINDEN HALL SCHOOL FOR GIRLS LIND 7176268512 212 EAST MAIN STREET LITITZ PA 17543 ELIZABETH BRENNAN TREASURER 7176268512 2024-11-08 1 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-11-08 2023 2024-10-15 13:58:12Z DR NAN WODARZ 212 EAST MAIN STREET LITITZ PA 17543 8269751 0 X WWW.LINDENHALL.ORG X 1746 PA PRIVATE BOARDING SCHOOL FOR GIRLS IN GRADES 6-12 SERVING APPROXIMATELY 110 STUDENTS, OFFERING BOTH BOARDING AND DAY STUDENT PROGRAMS. 19 19 88 19 0 0 455328 531725 5437215 5810999 317843 477211 657612 11396 6867998 6831331 1491505 1462498 0 0 3540001 3706827 0 0 195761 1660300 1703569 6691806 6872894 176192 -41563 15760318 16207540 918560 1166285 14841758 15041255 COMMITTED TO EXCELLENCE IN THE EDUCATION OF YOUNG WOMEN IN A DIVERSE COMMUNITY, LINDEN HALL PROVIDES A RIGOROUS AND MULTIFACETED COLLEGE-PREPATORY EXPERIENCE WHERE EACH STUDENT IS NURTURED AND INSPIRED TO REACH HER HIGHEST POTENTIAL. 0 0 5905437 1462498 5825849 LINDEN HALL SCHOOL FOR GIRLS PROVIDES AN EXCEPTIONAL EDUCATIONAL EXPERIENCE FOR YOUNG WOMEN. HERE, EACH STUDENT IS NURTURED AND INSPIRED TO REACH HER HIGHEST PERSONAL POTENTIAL. WE ARE A DIVERSE COMMUNITY OF LIFE-LONG LEARNERS, SET IN A STRUCTURED, FAMILY-CENTERED ENVIRONMENT. OUR COMMUNITY VALUES SCHOLARLY ACHIEVEMENT, CHARACTER DEVELOPMENT, CULTURAL AWARENESS, AND PHYSICAL WELLNESS, AS IT STRIVES TO PREPARE YOUNG WOMEN TO ASSUME THE LEADERSHIP ROLES OF THEIR GENERATION. 5905437 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 88 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 7176268512 212 EAST MAIN STREET LITITZ PA 17543 MS HEATHER ANN WILSON BOARD CHAIR 3.00 X X 0 0 0 MS TIJA HILTON-PHILLIPS BOARD VICE-CHAIR 3.00 X X 0 0 0 MS ANGELA BOATENG BOARD SECRETARY 3.00 X X 0 0 0 MS ELIZABETH BRENNAN BOARD TREASURER 3.00 X X 0 0 0 MR JASON BRILL MEMBER 1.00 X 0 0 0 MR CHAO GUO MEMBER 1.00 X 0 0 0 MS LISA HERMAN MEMBER 1.00 X 0 0 0 MR MICHAEL MARTIN MEMBER 1.00 X 0 0 0 MS CINDY MEIER MEMBER 1.00 X 0 0 0 MS COURTNEY MYERS MEMBER 1.00 X 0 0 0 MS REBECCA MERRITT MEMBER 1.00 X 0 0 0 MR CHET PATEL MEMBER 1.00 X 0 0 0 MR DOUG PLANETA MEMBER 1.00 X 0 0 0 MR RALPH SIMPSON MEMBER 1.00 X 0 0 0 MR STEVEN B SOPPE MEMBER 1.00 X 0 0 0 MS PRISCILLA STONER MEMBER 1.00 X 0 0 0 MR RICHARD THIEROLF MEMBER 1.00 X 0 0 0 MS ELAYNE RECUPERO MEMBER (START 7/23) 1.00 X 0 0 0 MS LIESL WOLF MEMBER (START 7/23) 1.00 X 0 0 0 DR NAN WODARZ HEAD OF SCHOOL 40.00 X 238578 0 61888 MS MELISSA LANDIS DIRECTOR OF FINANCE 40.00 X 74672 0 12008 MS LAUREN DENNIS UNTIL 1223 DIRECTOR OF ENROLLMENT MGM 40.00 X 100761 0 15908 MS DEBBIE HURD DIRECTOR OF ADVANCEMENT 40.00 X 122210 0 3900 536221 0 93704 3 0 1 0 0 32128 499597 50628 531725 TUITION AND FEES 611110 5769279 5769279 CAMP INCOME 611110 41720 41720 5810999 291256 291256 3585 0 3585 3585 3585 1596278 1410323 185955 185955 185955 21058 32128 28097 -7039 -7039 MISCELLANEOUS REVENUE 611110 14850 14850 14850 6831331 5825849 0 473757 200 200 873581 873581 588717 588717 342471 25634 291203 25634 2872646 2689452 65945 117249 15000 12714 1620 666 242453 215430 16334 10689 234257 198548 25304 10405 2596 2596 17267 17267 21983 21983 81739 30071 51668 25263 25263 82917 50230 32687 67756 67756 344793 318992 18283 7518 1008 1008 281 15 266 312 312 531331 450338 57393 23600 93808 93808 INSTRUCTIONAL EXPENSES 354812 316787 38025 BAD DEBT 39031 39031 COMMUNICATIONS 19102 19102 EQUIPMENT RENTAL 16131 1727 14404 3439 162 3277 6872894 5905437 771696 195761 422556 1558 2052265 3111961 8331 0 636680 368958 26020 7520 20450704 11853397 8945471 8597307 3526448 3968576 142547 151660 15760318 16207540 263087 226261 579995 865759 8688 4043 66790 70222 918560 1166285 X 10753398 10769246 4088360 4272009 14841758 15041255 15760318 16207540 X -41563 233695 7365 X X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 3665990 76101 542843 147466 21983 4115485 3319841 81269 424100 143290 15930 3665990 4083096 51179 -678642 118004 17788 3319841 3011861 183895 990961 87564 16057 4083096 2913892 33815 160414 81660 14600 3011861 0.04190 0.95810 0.00000 1 0 43236 43236 17382227 9334384 8047843 2507362 2102221 405141 517879 416792 101087 8597307 CLASS AND CLUB FUNDS 70222 70222 X PART III, LINE 4: THE ORGANIZATION HAS ANTIQUE NEEDLEPOINT WORKS OF LINDEN HALL ALUMNAE. THE WORKS ARE APPRAISED AND INSURED AND STORED AT LINDEN HALL. THESE WORKS ARE MAINTAINED AS PART OF A COLLECTION TO PRESERVE FOR FUTURE GENERATIONS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR AWARDING SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ORGANIZATION INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 IT IS LISTED ON THE ORGANIZATION'S WEBSITE ON THE "MISSIONS" PAGE. 1 0 0 0 0 0 0 0 0 0 FINANCIAL AID SCHOLARSHIPS EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 12 158506 FINANCIAL AID SCHOLARSHIPS FAIR MARKET VALUE FINANCIAL AID SCHOLARSHIPS RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 1 45085 FINANCIAL AID SCHOLARSHIPS FAIR MARKET VALUE FINANCIAL AID SCHOLARSHIPS SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 5 173944 FINANCIAL AID SCHOLARSHIPS FAIR MARKET VALUE FINANCIAL AID SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 3 135850 FINANCIAL AID SCHOLARSHIPS FAIR MARKET VALUE FINANCIAL AID SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN 1 54357 FINANCIAL AID SCHOLARSHIPS FAIR MARKET VALUE FINANCIAL AID SCHOLARSHIPS NORTH AMERICA 2 20975 FINANCIAL AID SCHOLARSHIPS FAIR MARKET VALUE 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS OF THE SCHOLARSHIPS AND FINANCIAL AID THAT ARE AWARDED EACH YEAR. ALL OF THE AWARD NOTIFICATIONS ARE GENERATED BY THE ADMISSION OFFICE. ANY AWARDS ACCEPTED ARE RECORDED BY THE BUSINESS OFFICE SO THAT THESE AWARDS ARE REFLECTED ON THE STUDENT'S STATEMENTS. ALL GRANTS, FINANCIAL AID, OR SCHOLARSHIPS ARE CREDITED DIRECTLY BY THE ORGANIZATION AGAINST THE STUDENT'S TUITION ACCOUNT TO REDUCE THE AMOUNTS DUE FOR THAT PERIOD. NO ACTUAL CASH IS EXCHANGED. SCHOLARSHIP AWARDS ARE GRANTED BASED ON ABOVE AVERAGE PERFORMANCE ON CERTAIN ACADEMIC TESTS. SCHOLARSHIP AWARDS GENERALLY RANGE FROM 15% TO 75% OF TUITION, THOUGH IT VARIES EACH YEAR DEPENDING ON THE APPLICATION POOL. GALA 52980 32128 20852 11561 2506 9291 960 2162 52980 32128 20852 11561 2506 9291 960 2162 26480 -5628 1 FINANCIAL AID SCHOLARSHIPS 33 0 873581 FAIR MARKET VALUE FINANCIAL AID SCHOLARSHIPS PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS OF THE SCHOLARSHIPS AND FINANCIAL AID THAT ARE AWARDED EACH YEAR. ALL OF THE AWARD NOTIFICATIONS ARE GENERATED BY THE ADMISSION OFFICE. ANY AWARDS ACCEPTED ARE RECORDED BY THE BUSINESS OFFICE SO THAT THESE AWARDS ARE REFLECTED ON THE STUDENT'S STATEMENTS. ALL GRANTS, FINANCIAL AID, OR SCHOLARSHIPS ARE CREDITED DIRECTLY BY THE ORGANIZATION AGAINST THE STUDENT'S TUITION ACCOUNT TO REDUCE THE AMOUNTS DUE FOR THAT PERIOD. NO ACTUAL CASH IS EXCHANGED. SCHOLARSHIP AWARDS ARE GRANTED BASED ON ABOVE AVERAGE PERFORMANCE ON CERTAIN ACADEMIC TESTS. SCHOLARSHIP AWARDS GENERALLY RANGE FROM 15% TO 75% OF TUITION, THOUGH IT VARIES EACH YEAR DEPENDING ON THE APPLICATION POOL. AS FOR FINANCIAL AID, THE ORGANIZATION REQUIRES EACH FAMILY TO COMPLETE AN APPLICATION THROUGH NAIS SCHOOL AND STUDENT SERVICES. THE SSS EVALUATES A FAMILY'S POTENTIAL CONTRIBUTION TO TUITION. THE FINANCIAL AID COMMITTEE WORKS TO MEET THE DEMONSTRATED NEED OF THE SSS REPORT. THE SSS RECOMMENDATIONS ARE USED AS A GUIDELINE FOR FINANCIAL AID DECISIONS, AS THE ORGANIZATION MUST CONSIDER HOW THE NUMBER OF APPLICATIONS AND THE SIZE OF THE AWARDS WILL AFFECT THE BUDGET. X 1 1 X X 0 0 0 0 0 0 0 0 0 DR NAN WODARZ HEAD OF SCHOOL 238578 0 0 0 0 0 56000 0 5888 0 300466 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A HOUSING ALLOWANCE. THIS HOUSING ALLOWANCE IS INCLUDED AS TAXABLE COMPENSATION. X 2 31667 FAIR MARKET VALUE X AUCTION ITEMS 78 11561 AUCTION PROCEEDS X MISCELLANEOUS IN-KIND CONTRIBUTIONS 2 7400 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO REFLECT A CHANGE IN THE DISTRIBUTION OF ASSETS IN DISSOLUTION. THE AMENDED BYLAWS ALSO ADDED HEAD OF SCHOOL DUTIES AND RESPONSIBILITIES AS AN EX OFFICIO NON-VOTING MEMBER OF THE ALL COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B COPIES ARE PRESENTED FOR REVIEW TO THE FINANCE COMMITTEE AND DISTRIBUTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH BOARD MEMBER ON AN ANNUAL BASIS AT LEAST. THE BOARD SECRETARY REVIEWS THE CONFLICT OF INTEREST STATEMENTS PRIOR TO BOARD MEETINGS AT WHICH A VOTE WILL TAKE PLACE IN ORDER TO IDENTIFY KNOWN CONFLICTS. THE BOARD CO-CHAIRS MAKE A VERBAL REQUEST FOR SELF-IDENTIFICATION OF ADDITIONAL CONFLICTS OF INTEREST PRIOR TO DISCUSSION AND VOTING ON ANY ITEMS. ANY MEMBER WITH A CONFLICT OF INTEREST ABSTAINS FROM VOTING ON THAT PARTICULAR ITEM. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES USES COMPARATIVE DATA, PROVIDED BY NAIS, TO DETERMINE THE APPROPRIATE COMPENSATION AND BENEFITS FOR THE TOP OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS FOR THE PREVIOUS THREE YEARS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PERPETUAL TRUST 7,365. PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.