2024-05-03T07:19:10-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 231728281 THE WOODLYNDE SCHOOL CORPORATION WOOD 6106879660 445 UPPER GULPH ROAD STRAFFORD PA 19087 AMY CLEMONS HEAD OF SCHOOL 6106879660 2024-05-01 1 AMY CLEMONS XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-05-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY CLEMONS 445 UPPER GULPH ROAD STRAFFORD PA 19087 13104416 0 X WWW.WOODLYNDE.ORG X 1976 PA CO-EDUCATIONAL, COLLEGE PREPARATORY, INDEPENDENT SCHOOL SERVING KINDERGARTEN - 12TH GRADE. 20 20 83 50 0 0 2554226 1214590 9457945 9044881 408377 428635 116391 123783 12536939 10811889 1964274 1911051 0 0 6814208 7039056 0 0 771378 2878861 2962248 11657343 11912355 879596 -1100466 25281495 23856270 8504466 8205916 16777029 15650354 WOODLYNDE SERVES STUDENTS WITH DIVERSE LEARNING STYLES AND EMPOWERS THEM TO BECOME STRATEGIC LEARNERS AND SELF-ADVOCATES IN AN ENVIRONMENT THAT PROVIDES BOTH CHALLENGE AND SUPPORT. 0 0 9189633 1911051 9044881 WOODLYNDE SCHOOL WELCOMES AND SERVES K-12 STUDENTS WHO LEARN DIFFERENTLY. THE SCHOOL'S COMMITMENT TO STRUCTURED LITERACY, DIRECT AND MULTI-SENSORY INSTRUCTIONAL PRACTICES, EXECUTIVE FUNCTION SKILLS BUILDING, EDUCATIONAL TECHNOLOGY, AND A SYSTEMATIC, EXPLICIT APPROACH TO SOCIAL-EMOTIONAL LEARNING BUILDS CONFIDENCE IN LEARNING AND CONFIDENCE FOR LIFE IN STUDENTS WHO STRUGGLE IN TRADITIONAL CLASSROOM SETTINGS. STUDENTS AT WOODLYNDE ARE UNDERSTOOD IN THEIR WHOLENESS: THEIR INTELLECTUAL, EMOTIONAL, AND INTERPERSONAL GROWTH IS STRENGTHENED THROUGH A RICH SLATE OF CO-CURRICULAR ACTIVITIES, ROBUST FINE AND PERFORMING ARTS PROGRAMS, AND AN INCLUSIVE, EDUCATION-BASED ATHLETICS PROGRAM. 193 STUDENTS WERE SERVED DURING THE YEAR. 9189633 1 1 0 0 0 0 0 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 0 0 0 0 1 8 0 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X IRENE VAN ZIJL DIRECTOR OF FINANCE 6102936558 445 UPPER GULPH ROAD STRAFFORD PA 19087 SARAH HOUSTON BOARD CHAIR 12.00 X X 0 0 0 JOHN C WILLIAMS JR BOARD CO-VICE-CHAIR 1.00 X X 0 0 0 JOHN PARK BOARD CO-VICE-CHAIR/TREASURER 1.00 X X 0 0 0 DANA MCGILVERY SECRETARY 1.00 X X 0 0 0 ANDREW GERARDI BOARD MEMBER 1.00 X 0 0 0 DAVID VIRGIL BOARD MEMBER 1.00 X 0 0 0 DAWN RYAN BOARD MEMBER 1.00 X 0 0 0 DR JENNIFER HITT BOARD MEMBER 1.00 X 0 0 0 JOHN MULLANY BOARD MEMBER 1.00 X 0 0 0 JOHN SCHMADER BOARD MEMBER 1.00 X 0 0 0 MIKE TREVISAN BOARD MEMBER 1.00 X 0 0 0 PETER K CLASSEN BOARD MEMBER 1.00 X 0 0 0 RICHARD HINCKLEY BOARD MEMBER 1.00 X 0 0 0 VINCENT JOHNSON BOARD MEMBER 1.00 X 0 0 0 MARY BUDZILOWICZ BOARD MEMBER 1.00 X 0 0 0 KEVIN DONNELLY BOARD MEMBER 1.00 X 0 0 0 RANDIE BENEDICT BOARD MEMBER 1.00 X 0 0 0 EILEEN SALIMBENE BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MAGLIO BOARD MEMBER 1.00 X 0 0 0 MELISSA TRALA BOARD MEMBER 1.00 X 0 0 0 AMY CLEMONS HEAD OF SCHOOL 40.00 X 274640 0 20099 IRENE VAN ZIJL DIRECTOR OF FINANCE 40.00 X 141598 0 15762 BRITTANY SMITH UPPER SCHOOL HEAD 40.00 X 117552 0 17180 PENNY MOLDOFSKY DIRECTOR OF THE LITERACY INSTITUTE 40.00 X 132839 0 15327 CHRISTOPHER KRAMARIC ASST HEAD OF SCHOOL FOR EXT AFFAIRS 40.00 X 131900 0 15308 DWIGHT BAZEMORE DIRECTOR OF TECHNOLOGY 40.00 X 117552 0 7587 916081 0 91263 6 0 1 0 0 75023 1139567 33323 1214590 TUITION 611710 9044881 9044881 9044881 242869 242869 34113 17006 17107 17107 17107 2461287 2275521 185766 185766 185766 FOOD SERVICE INCOME 611600 106676 106676 106676 10811889 9044881 0 552418 1911051 1911051 255595 255595 5600669 4451630 773364 375675 139644 111271 20008 8365 612472 484599 88767 39106 430676 334307 67920 28449 19607 19607 39115 39115 24435 24435 211702 211702 152237 7717 144520 521435 218898 156174 146363 208646 36583 172063 240664 221237 14158 5269 128884 119166 7082 2636 2898 2898 231300 213861 12709 4730 795364 735398 43701 16265 DEPARTMENT EXPENSES 220306 220306 CAFETERIA 112595 112595 PROF. DEVELOPMENT 18731 18731 DUES & SUBSCRIPTIONS 18545 18545 15784 15784 11912355 9189633 1951344 771378 660 660 4831390 3416761 330173 255825 8832 35246 262113 142688 25102262 11430613 13910195 13671649 5938132 6258603 74838 25281495 23856270 762780 710938 897730 717831 6843956 6702309 0 74838 8504466 8205916 X 16192174 14952263 584855 698091 16777029 15650354 25281495 23856270 X -1100466 -6709 -19500 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1662005 90582 81737 1670850 1802427 -61126 79296 1662005 1507462 369554 74589 1802427 1507458 100 73298 73394 1507462 1506975 72354 71871 1507458 0.96140 0.02360 0.01500 0 0 200000 200000 19567213 7433860 12133353 5265233 3996753 1268480 69816 69816 13671649 OPERATING LEASE LIABILITIES 74838 74838 X 8886700 -6709 -1935486 -1942195 10828895 -17006 -17006 10811889 10013375 36506 36506 9976869 1935486 1935486 11912355 PART V, LINE 4: THE ENDOWMENT IS USED TO AUGMENT CAPITAL IMPROVEMENT FUNDS AND TO PROVIDE ADDITIONAL FUNDS FOR STUDENT SCHOLARSHIPS. PART X, LINE 2: THE SCHOOL ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -1,911,051. INVESTMENT FEES -24,435. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -17,006. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 17,006. UNCOLLECTIBLE PLEDGES 19,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,911,051. INVESTMENT FEES 24,435. 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 PUBLICLY STATES IN THE LOCAL NEWSPAPER ITS RACIALLY NON-DISCRIMINATORY POLICY AS TO STUDENTS. SCHEDULE E, PART I, LINE 6 WOODLYNDE SCHOOL RECEIVED A GRANT FROM THE STATE OF PENNSYLVANIA FOR THE PURCHASE OF TEXT BOOKS AND OTHER EDUCATION SUPPLIES. THE STATE DIRECTLY PURCHASES THESE ITEMS BASED ON AN APPLICATION SENT IN BY WOODLYNDE SCHOOL. 1 FINANCIAL AID 82 1911051 0 PART I, LINE 2: THE FINANCIAL AID BUDGET IS SET ANNUALLY BY THE SCHOOL AND APPROVED BY THE BOARD OF TRUSTEES. THE SCHOOL'S FINANCIAL AID COMMITTEE IS RESPONSIBLE FOR THE ALLOCATION OF ALL FUNDS TO RECIPIENTS WHO DEMONSTRATE NEED. PARENTS WHO APPLY FOR AID ARE REQUIRED TO SUBMIT THEIR FEDERAL AND STATE TAX RETURNS AS WELL AS A FINANCIAL STATEMENT. THESE MATERIALS ARE REVIEWED BY THE FINANCIAL AID COMMITTEE, AND A DECISION FOR THE AMOUNT OF AID IS REACHED. ALL DECISIONS ARE FOR A ONE YEAR COMMITMENT ONLY. IF AID IS REQUIRED IN SUBSEQUENT YEARS THE PROCESS IS REPEATED. THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE FINANCIAL AID EXPENDITURES ENSURING THAT THE TOTALS REMAIN WITHIN THE BUDGETED AMOUNTS. X X 0 0 0 0 0 0 0 0 0 AMY CLEMONS HEAD OF SCHOOL 274640 0 0 0 0 0 9792 0 10307 0 294739 0 0 0 IRENE VAN ZIJL DIRECTOR OF FINANCE 141598 0 0 0 0 0 5658 0 10104 0 157360 0 0 0 X 33323 PURCHASE PRICE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE DIRECTOR OF FINANCE. ONCE THE INTERNAL REVIEW IS COMPLETE, THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW. IT IS THEN DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES FOR COMMENT BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS AN INDEPENDENT SCHOOL WITH LIMITED RESOURCES, THE ORGANIZATION IS VERY CAREFUL WHEN ENTERING INTO ANY AGREEMENT THAT MAY RESULT IN A CONFLICT OF INTEREST. THE SCHOOL'S MANAGEMENT REQUIRES MULTIPLE BIDS ON ALL CONTRACTS, REQUIRING THAT AT LEAST ONE BIDDER BE COMPLETELY INDEPENDENT OF THE SCHOOL. ON THE VERY RARE OCCURRENCE THAT THE SUCCESSFUL BIDDER IS A STAKEHOLDER IN THE SCHOOL, THE SCHOOL IS VERY CAREFUL TO COMMUNICATE UP FRONT THAT NO SPECIAL TREATMENT WILL BE AFFORDED TO ANY STUDENT-RELATED CONTRACTOR. ADDITIONALLY, ALL BOARD TRUSTEES SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE SPECIFICALLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AND IS MONITORED BY THE CHAIRMAN OF THE BOARD AND/OR CHAIRS OF SUB-COMMITTEES. SHOULD A CONFLICT, POTENTIAL OR ACTUAL, BECOME APPARENT, THE CONFLICT IS REPORTED TO THE CHAIRMAN OF THE BOARD OR CHAIRMAN OF A SUB-COMMITTEE CLOSEST TO THE CONFLICT. THE CHAIR OF THE BOARD (OR CHAIRMAN OF THE AFFECTED SUB-COMMITTEE) WILL BRING THE ISSUE TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL MAKE A FORMAL ASSESSMENT OF THE POTENTIAL CONFLICT AND WILL ENSURE ANY INTERESTED PARTY DOES NOT PARTICIPATE IN ANY DISCUSSIONS OR DECISIONS INVOLVING THE CONFLICT. ALL DISCUSSIONS AND ACTIONS ARE REPORTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD, WITH THE APPROVAL OF THE FULL BOARD OF TRUSTEES. COMPENSATION IS SET BASED ON PERFORMANCE. THE COMPENSATION PACKAGES OF HEADS AT COMPARABLE SCHOOLS ARE ALSO CONSIDERED TO ENSURE COMPENSATION IS SET WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL BOARD-LEVEL COMPENSATION DISCUSSIONS ARE RECORDED IN BOARD MINUTES. COMPENSATION FOR ALL OTHER SCHOOL EMPLOYEES, INCLUDING TOP MANAGEMENT OFFICIALS, IS DETERMINED BY THE HEAD OF SCHOOL. COMPENSATION IS BASED ON PERFORMANCE. THE SCHOOL'S GOAL, SUPPORTED BY THE BOARD, IS THAT ALL FACULTY AND STAFF BE PAID AT MARKET RATES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -19,500.