2024-05-15T08:25:25-05:00 2023-06-30 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE DAYTON OH 45342 990 2022-07-01 310591154 EDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL EDUC 9374344444 5151 DENISE DR DAYTON OH 45429 ANN KNERR-SMITH ASST HEAD SCHOOL - FIN & OPERS 9374344444 2024-05-14 1 ANN KNERR-SMITH 999009999 1 NATOSHA CARR P01225377 9372260070 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID LONG 5151 DENISE DR DAYTON OH 45429 10180187 0 X WWW.MVSCHOOL.COM X 1964 OH INDEPENDENT COLLEGE-PREPARATORY EDUCATION 17 17 193 184 0 0 663766 847086 8323269 8748620 479155 264544 278583 195506 9744773 10055756 40000 45325 0 0 7537681 8011709 0 0 413670 2591391 2465080 10169072 10522114 -424299 -466358 21098796 22197898 5059403 5679881 16039393 16518017 WE CHALLENGE YOUNG PEOPLE OF PROMISE TO BECOME SELF-SUSTAINING LEARNERS AND COMPASSIONATE GLOBAL CITIZENS. MIAMI VALLEY SCHOOL IS COMMITTED TO THE HIGHEST QUALITY EDUCATIONAL EXPERIENCE, COMBINED WITH PERSONAL ATTENTION AND IN-DEPTH EXPERIENTIAL LEARNING OPPORTUNITIES. 0 0 8428796 45325 8805893 MIAMI VALLEY SCHOOL IS AN INDEPENDENT, COLLEGE-PREPARATORY SCHOOL FOR GRADES PRE-K THROUGH 12. DURING THE 2022-2023 SCHOOL YEAR, 488 STUDENTS WERE ENROLLED FROM THE EARLY CHILDHOOD PROGRAM THROUGH GRADE 12. THE SCHOOL'S STUDENTS PRODUCE SOME OF THE HIGHEST STANDARDIZED TEST SCORES IN THE AREA AND ACHIEVE 100% COLLEGE PLACEMENT. 8428796 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 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 12 0 1 193 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DAVID LONG 9374344444 5151 DENISE DR DAYTON OH 45429 RADHA REDDY MD TRUSTEE - PRESIDENT 2.00 X X 0 0 0 RICK STOVER TRUSTEE - VICE PRESIDENT 2.00 X X 0 0 0 STEVE HARLAMERT TRUSTEE - TREASURER 2.00 X X 0 0 0 KERI BROWN KIRSCHMAN TRUSTEE - SECRETARY 2.00 X X 0 0 0 KIMBERLY JARVIS TRUSTEE - AT LARGE 2.00 X X 0 0 0 JOHN BOMMER TRUSTEE 2.00 X 0 0 0 STEPHEN CHAMBAL TRUSTEE 2.00 X 0 0 0 SHELLEY DICKSTEIN TRUSTEE 2.00 X 0 0 0 VINCENT LEWIS TRUSTEE 2.00 X 0 0 0 SCOTT MACDONALD TRUSTEE 2.00 X 0 0 0 DAVID MONTGOMERY TRUSTEE 2.00 X 0 0 0 SANJEETH PAI TRUSTEE 2.00 X 0 0 0 MICHAEL ROEDIGER TRUSTEE 2.00 X 0 0 0 MARK SHAKER TRUSTEE 2.00 X 0 0 0 LOLA SIGNOM TRUSTEE 2.00 X 0 0 0 TIFFANY TAYLOR SMITH TRUSTEE 2.00 X 0 0 0 TRACEY TOMME TRUSTEE 2.00 X 0 0 0 ELIZABETH CLEARY HEAD OF SCHOOL 40.00 X 233416 0 20898 ANN KNERR-SMITH ASST HEAD SCHOOL FIN & OPS 40.00 X 137066 0 16258 MICHAEL BOYER DIRECTOR OF MIDDLE SCHOOL 40.00 X 101211 0 18024 MICHELE GAUDET DIRECTOR OF LOWER SCHOOL 40.00 X 100275 0 30464 571968 0 85644 4 0 1 0 0 574930 272156 96095 847086 TUITION 611600 7855453 7855453 STATE ADMIN. REIMB. 611600 623650 623650 AUX. STUDENT SERVICES 611600 181524 181524 STUDENT FEES 611600 87993 87993 8748620 264544 264544 13890 0 13890 13890 13890 152240 574930 124431 27809 27809 MISCELLANEOUS INCOME 900099 89051 89051 MVX REVENUE 900099 30357 30357 PERFORMING ARTS PERFORMANCE 900099 15365 15365 19034 11551 7483 153807 10055756 8805893 0 402777 45325 45325 407638 76294 318628 12716 5875025 5080802 579412 214811 226286 158317 58749 9220 1034500 704521 287670 42309 468260 309052 140478 18730 45507 45507 48275 48275 89538 89538 108157 68768 15340 24049 208083 197679 5202 5202 40605 38575 1015 1015 684252 650050 17101 17101 84552 80324 2114 2114 CLASSROOM SUPPLIES 294014 294014 REPAIRS AND MAINTENANCE 165056 155523 5299 4234 STUDENT SUPPORT 150038 133016 9324 7698 EMPLOYEE RECRUITING 138599 47237 91362 408404 299761 54172 54471 10522114 8428796 1679648 413670 2549815 2650320 680110 547490 278824 340637 219746 286582 85368 114522 22830271 14330944 8842713 8499327 8074789 9284328 273431 283915 94000 190777 21098796 22197898 891212 1154200 3452583 3755084 678694 626112 36914 144485 5059403 5679881 X 7523066 7199077 8516327 9318940 16039393 16518017 21098796 22197898 -466358 944982 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8348220 1275193 9866 45304 9568243 10061000 -1322256 335912 54612 8348220 8221252 2275707 393331 42628 10061000 8209031 370661 319729 38711 8221252 8108498 3015 426659 322000 7141 8209031 0.10500 0.58000 0.31500 1 0 217223 217223 20099504 12333934 7765570 968694 744817 223877 1544850 1252193 292657 8499327 AGENCY FUNDS 15225 RETIREMENT PLAN OBLIGATION 30431 LEASE LIABILITIES 98829 144485 10955413 944982 944982 10010431 45325 45325 10055756 10476789 0 10476789 45325 45325 10522114 PART V, LINE 4: THE ENDOWMENT FUNDS ARE UTILIZED TO SUPPORT THE TAX EXEMPT ACTIVITIES OF THE SCHOOL. THE MAJORITY OF ENDOWMENT EXPENDITURES ARE USED TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO REQUIRE FINANCIAL ASSISTANCE IN ORDER TO ATTEND THE SCHOOL. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLORSHIP EXPENSE INCLUDED IN INCOME 45,325. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLORSHIP EXPENSE INCLUDED IN INCOME 45,325. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 IN LOCAL ADVERTISEMENTS AND ITS WEBSITE. AUCTION 679752 574930 104822 14811 42215 3206 50591 GOLF 47418 47418 1912 8794 2902 727170 574930 152240 16723 51009 3206 53493 124431 27809 1 SCHOLARSHIP 15 45325 X X X 0 0 0 0 0 0 0 0 0 ELIZABETH CLEARY HEAD OF SCHOOL 233416 0 0 0 0 0 11795 0 9103 0 254314 0 0 0 ANN KNERR-SMITH ASST HEAD SCHOOL FIN & OPS 137066 0 0 0 0 0 7155 0 9103 0 153324 0 0 0 X OTHER 135 54548 SELLING PRICE X EVENT TICKETS 2 36000 SELLING PRICE X TRAVEL 6 28300 SELLING PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER MANAGEMENT REVIEW, THE BOARD OF TRUSTEES ARE PROVIDED THE OPPORTUNITY TO REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY RELATIONSHIPS THAT MAY GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST. IN ADDITION, THE BOARD OF TRUSTEES MONITORS ANY ACTIVITIES THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST ON AN "AS NEEDED" BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE DETERMINES AND EVALUATES THE COMPENSATION OF THE HEADMASTER. UTILIZING PRIVATE SCHOOL INDUSTRY DATA, LOCAL MARKET KNOWLEDGE AND PERFORMANCE EVALUATION FACTORS. THE HEADMASTER EVALUATES AND ADJUSTS COMPENSATION OF OTHER SCHOOL PERSONNEL UNDER THE GUIDELINES ESTABLISHED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 2C: THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES HAS OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR.