2024-03-14T11:46:05-05:00 2023-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2022-07-01 521117092 THE MCLEAN SCHOOL OF MARYLAND INC MCLE 3012998277 8224 LOCHINVER LANE POTOMAC MD 20854 JEFFREY BERMAN CO-HEAD OF SCHOOL 3012998277 2024-03-13 1 JEFFREY BERMAN 999009999 0 PATRICK M HANTSKE CPA P00440640 4102244920 2024-03-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY BERMAN 8224 LOCHINVER LANE POTOMAC MD 20854 33520167 0 X WWW.MCLEANSCHOOL.ORG X 1978 MD PRIVATELY FUNDED, FULL SCOPE, COLLEGE PREPARATORY EDUCATIONAL INSTITUTION DEDICATED TO THE EDUCATION OF STUDENTS FROM KINDERGARTEN THROUGH GRADE 12. 15 15 225 182 0 0 667519 3908194 25352951 27680733 66149 115693 196670 208932 26283289 31913552 5850486 5900368 0 0 14073962 15457964 0 0 532893 5998917 7306895 25923365 28665227 359924 3248325 26269437 34902671 26580010 31904952 -310573 2997719 X MCLEAN SCHOOL'S SMALL CLASSES AND ABILITIES MODEL PREPARE BRIGHT STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADE, INCLUDING THOSE WITH DYSLEXIA, ANXIETY, AND ATTENTION ISSUES, FOR COLLEGE SUCCESS. 0 0 22951725 5900368 27711234 ALONG WITH THE SCHOOL'S MISSION STATEMENT, THE SCHOOL'S DECISION-MAKING IS GUIDED BY ITS STATEMENT OF CORE VALUES AND ITS DIVERSITY/EQUITY STATEMENT. THE CORE VALUES STATE, "AS A COMMUNITY DEDICATED TO A STUDENT CENTERED APPROACH, WHERE THE WELFARE OF THE STUDENT IS A PRIORITY, WE VALUE EQUALLY CREATIVITY, INNOVATION, INTELLECTUAL CURIOSITY AND ACADEMIC ACHIEVEMENT, DIVERSTIY, FLEXIBILITY, RESPECT, A SAFE AND NURTURING ENVIRONMENT, AND A SENSE OF COMMUNITY." THE DIVERSITY/EQUITY STATEMENT BEGINS, "MCLEAN SCHOOL'S COMMITMENT TO DIVERSITY/EQUITY IS AN EXTENSION OF OUR MISSION TO MAKE EDUCATION ACCESSIBLE, STIMULATING, AND MEANINGFUL TO A BROAD RANGE OF LEARNERS." IT ENDS WITH "WE EXPECT THAT ALL COMMUNITY MEMBERS WILL SUPPORT DIVERSITY/EQUITY AT MCLEAN SCHOOL, JUST AS WE EXPECT THAT ALL COMMUNITY MEMBERS WILL BENEFIT FROM THAT WORK." 22951725 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 225 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X THE MCLEAN SCHOOL OF MARYLAND INC 2403952454 8224 LOCHINVER LANE POTOMAC MD 20854 MICHAEL SAXENIAN HEAD OF SCHOOL 60.00 X X 395487 0 45940 MARY WRIGHT VICE CHAIR 2.00 X X 0 0 0 LESLIE CREEDON BOARD MEMBER 2.00 X 0 0 0 JOHN YONEMOTO TREASURER 2.00 X X 0 0 0 JAMES CIGLIANO CHAIR 2.00 X X 0 0 0 MYA FISHER BOARD MEMBER 2.00 X 0 0 0 HARRIS BERGMAN BOARD MEMBER 2.00 X 0 0 0 RAYLENE GRANT PARENTS ASSOC PRESIDENT (NON -VOTING) 2.00 X 0 0 0 FAIZA EL-HIBRI BOARD MEMBER 2.00 X 0 0 0 LEAH LARSON-RABIN BOARD MEMBER 2.00 X 0 0 0 DEV TALVADKAR BOARD MEMBER 2.00 X 0 0 0 MARY A MURPHY SECRETARY 2.00 X X 0 0 0 JAMES WILSON BOARD MEMBER 2.00 X 0 0 0 JENNIFER ANOPOLSKY BOARD MEMBER 2.00 X 0 0 0 MARK GRANADA BOARD MEMBER 2.00 X 0 0 0 MATTHEW MCNALLY BOARD MEMBER 2.00 X 0 0 0 JOY RUSSELL BOARD MEMBER 2.00 X 0 0 0 JEFFREY BERMAN ASSISTANT HEAD OF SCHOOL 40.00 X 236403 0 28255 MELISSA GRAY-HUGHES ASSISTANT HEAD OF SCHOOL 40.00 X 199076 0 7963 JENNIFER GAYLE WHICHARD ASST HEAD OF MS 40.00 X 160107 0 12907 CHAPIN MILLER HEAD OF UPPER SCHOOL 40.00 X 136723 0 21939 CATHERINE SWIFT PATTERSON DIRECTOR OF ADMISSION 40.00 X 123426 0 23699 DAVID ROTH HEAD OF MS 40.00 X 150487 0 17420 1401709 0 158123 14 0 1 0 COUGHLIN TRANSPORTATION 7961 QUEENAIR DR GAITHERSBURG MD 20879 TRANSPORTATION 1915579 CTI III LLC 1720 PRAIRIE CITY RD 120 FOLSOM CA 95630 ERC CONSULTANT 160230 829 STUDIOS PO BOX 1323 BRATTLEBORO VT 05302 ADVERTISING 147779 CARNEY SANDOE & ASSOCIATES 5070 HIGHWAY A1A VERO BEACH FL 32963 EMPLOYEE RECRUITMENT 145708 CONSTRUCTION INSIGHT LLC 4120 GREAT OAK ROAD ROCKVILLE MD 20853 BUILDING UPGRADES/REPAIRS 135347 5 18150 3258511 631533 3908194 TUITION AND RELATED FEES 611110 25789308 25789308 AUXILIARY SERVICES 611710 1477860 1477860 SUMMER PROGRAM 611710 351205 351205 PARENT ASSOCIATION 611710 62360 62360 27680733 116679 116679 14450 0 14450 14450 14450 1541788 1542774 -986 -986 -986 242272 18150 63841 178431 178431 MISCELLANEOUS 611710 16051 16051 16051 31913552 27711234 0 294124 5900368 5900368 913123 715066 174224 23833 10973406 8592755 2093854 286797 323768 195468 103169 25131 2368369 1866889 459739 41741 879298 674934 173709 30655 33111 25929 6318 864 40924 32048 7808 1068 407034 318748 77662 10624 615770 615770 605216 351447 235338 18431 749905 584926 142482 22497 965416 965416 814280 637627 155373 21280 563499 441251 107522 14726 115611 90517 22057 3037 EDUCATION EXPENSES 1238764 1054467 184297 REPAIRS AND MAINTENANCE 467975 278469 178796 10710 PROFESSIONAL DEVELOPMEN 327961 109732 212954 5275 HOSPITALITY AND GIFTS 150024 133800 16224 211405 115668 95737 28665227 22951725 5180609 532893 500 500 11029466 7052164 55855 181593 1222420 7007 6092 150762 187850 23857470 11030919 13161083 12826551 1502192 8313557 180979 5293537 26269437 34902671 1553989 1554656 9733600 9982726 11455292 11476071 3837129 8891499 26580010 31904952 X -1599582 1764565 1289009 1233154 -310573 2997719 26269437 34902671 3248325 59967 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 985408 81460 1066868 1138659 -153251 985408 1138659 8686 8686 1138659 138659 1000000 2368 2368 1138659 188659 2986 52986 138659 0.00000 1.00000 0 0 22315650 9736024 12579626 1482959 1294895 188064 58861 58861 12826551 DEFERRED COMPENSATION ASSET 235646 OPERATING RIGHT OF USE ASSET 5057891 5293537 DEFERRED COMPENSATION PAYABLE 241858 OPERATING RIGHT OF USE LIABILITY 8649641 8891499 X 26073151 59967 59967 26013184 5900368 5900368 31913552 22764859 0 22764859 5900368 5900368 28665227 PART V, LINE 4: NEED-BASED SCHOLARSHIPS TO STUDENTS PART X, LINE 2: THE SCHOOL ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE SCHOOL DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE SCHOOL'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NEED-BASED SCHOLARSHIPS 5,900,368. PART XII, LINE 4B - OTHER ADJUSTMENTS: NEED-BASED SCHOLARSHIPS 5,900,368. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS STATED IN ADVERTISEMENTS, ADMISSION MATERIALS, PARENT AND STUDENT HANDBOOK, AND EMPLOYEE HANDBOOK. GALA / AUCTION 260422 18150 242272 24847 30844 8150 260422 18150 242272 24847 30844 8150 63841 178431 1 NEED-BASED SCHOLORSHIPS TO STUDENTS 222 5900368 FMV FINANCIAL AID PART I, LINE 2: THE SCHOOL HAS A FINANCIAL ASSISTANCE COMMITTEE THAT IS RESPONSIBILE FOR DISBURSING BOARD APPROVED NEED-BASED SCHOLARSHIPS TO STUDENTS TO REDUCE THEIR TUITION COSTS. X 1 0 X X X X X 0 1 0 0 0 0 0 0 0 MICHAEL SAXENIAN HEAD OF SCHOOL 395487 0 0 0 0 0 34875 0 11065 0 441427 0 0 0 JEFFREY BERMAN ASSISTANT HEAD OF SCHOOL 236403 0 0 0 0 0 9904 0 18351 0 264658 0 0 0 MELISSA GRAY-HUGHES ASSISTANT HEAD OF SCHOOL 199076 0 0 0 0 0 7963 0 0 0 207039 0 0 0 JENNIFER GAYLE WHICHARD ASST HEAD OF MS 160107 0 0 0 0 0 6516 0 6391 0 173014 0 0 0 DAVID ROTH HEAD OF MS 150487 0 0 0 0 0 6355 0 11065 0 167907 0 0 0 CHAPIN MILLER HEAD OF UPPER SCHOOL 136723 0 0 0 0 0 3588 0 18351 0 158662 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE PROVIDED TO HEAD OF SCHOOL. PART I, LINE 4B MICHAEL SAXENIAN, HEAD OF SCHOOL, PARTICIPATED IN A 457 B PLAN OFFERED BY THE SCHOOL. THE SCHOOL CONTRIBUTED 20,500 INTO THE 457 B PLAN DURING THE FISCAL YEAR ENDING JUNE 30, 2023. A MONTGOMERY COUNTY MARYLAND 2019-01-11 12000000 FINANCE AND REFINANCE COSTS OF RENOVATIONS AND UPGRADES OF SCHOOL CAMPUS 0 0 0 A 12000000 277823 2019 0 1 1 1 A 0 0 0 0 0 0 0 0 0 A 0 MATTHEW MCNALLY BOARD MEMBER 25325 FINANCIAL AID FINANCIAL AID JOY RUSSELL BOARD MEMBER 40000 FINANCIAL AID FINANCIAL AID RAYLENE GRANT BOARD MEMBER 31325 FINANCIAL AID FINANCIAL AID FORM 990, PART VI, SECTION B, LINE 11B THE ASSISTANT HEAD OF SCHOOL REVIEWS THE 990 AND THEN FORWARDS IT TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL. THE 990 IS THEN CIRCULATED TO ALL TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE OF THE BOARD REVIEWS DISCLOSURES AND DETERMINES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS, AND WHETHER OR NOT SUCH CONFLICT MATERIALLY AND ADVERSELY AFFECTS THE INTERESTS OF THE SCHOOL. THE MEMBER OF THE BOARD WHOSE POTENTIAL CONFLICT IS UNDER REVIEW MAY NOT DEBATE, VOTE, OR OTHERWISE PARTICIPATE IN SUCH DETERMINATION. IF THE AUDIT COMMITTEE DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST DOES EXIST, IT IS REFERRED TO THE FULL BOARD OF TRUSTEES, WHICH DETERMINES AN APPROPRIATE REMEDY PURSUANT TO THE PROCEDURES SET FORTH IN THE CONFILICT OF INTEREST COMPLIANCE AND RESOLUTION PROCEDURES. SUCH REMEDY MAY INCLUDE THE RECUSAL OF THE CONFLICTED MEMBER OF THE BOARD FROM CERTAIN MATTERS PENDING BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS SET ANNUALLY BY THE BOARD CHAIR IN CONSULTATION WITH OTHER MEMBERS OF THE BOARD, PURSUANT TO THE PARAMETERS ESTABLISHED IN THE HEAD OF SCHOOL'S CONTRACT. IN FORMULATING THAT CONTRACT THEY REVIEW OTHER LEVELS OF COMPENSATION AMOUNG PEERS, GEOGRAPHY, SIZE OF SCHOOL, AND LENGTH OF SERVICE WHEN SETTING THE LEVEL OF COMPENSATION. THE ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON (AISGW) PUBLISHES THIS DATA FOR ALL INDEPENDENT SCHOOLS IN THE DC AREA. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND 990 ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART XII LINE 2 C FINANCIAL STATEMENTS AND REPORTING THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION OF THE INDEPENDENT AUDITOR PROCESS FROM THE PRIOR YEAR.