2024-05-14T09:31:05-05:00 2023-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2022-07-01 237063914 TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE TAND 4342961303 279 TANDEM LANE CHARLOTTESVILLE VA 22902 JAMES H SCOTT III CHAIR OF THE FINANCE COMMITTEE 4342961303 2024-04-29 1 JAMES SCOTT III XXX-XX-XXXX 0 P FRANK BERRY P00322544 4342962156 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES H SCOTT III 279 TANDEM LANE CHARLOTTESVILLE VA 22902 14375676 0 X WWW.TANDEMFS.ORG X 1970 VA SEE SCHEDULE O 17 17 98 125 0 0 1892056 581986 6371751 6860694 211804 396269 13204 32019 8488815 7870968 2115709 2028684 0 0 3714362 4125601 0 0 599297 1366191 1362979 7196262 7517264 1292553 353704 10882035 11456340 1821633 1875960 9060402 9580380 ROOTED IN QUAKER VALUES, TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE PREPARES YOUNG PEOPLE FOR HIGHER EDUCATION AND FULFILLING LIVES OF INTEGRITY, CREATIVE EXPRESSION, AND SERVICE. 0 0 6122041 2011664 6524116 INSTRUCTIONAL SERVICES - IN SUPPORT OF ITS MISSION, THE SCHOOL DELIVERED A 9-MONTH, TWO-SEMESTER COMPREHENSIVE COLLEGE-PREPARATORY EDUCATION DURING THE AUGUST - JUNE SCHOOL YEAR, FOR 249 STUDENTS IN GRADES 5-12, AS WELL AS A CO-CURRICULAR PROGRAM OF COMMUNITY ACTIVITIES, AND A DEDICATED COLLEGE COUNSELING SERVICE. WE GRADUATED 33 STUDENTS, ALL OF WHOM WERE ADMITTED TO FOUR-YEAR COLLEGES. EXPENSES FOR THESE SERVICES INCLUDED SALARIES OF TEACHERS, ADMINISTRATION, AND STAFF, AS WELL AS OPERATING EXPENSES SPECIFICALLY NEEDED TO DELIVER AND IMPROVE THESE SERVICES BOTH ON OUR CAMPUS AND IN THE BROADER COMMUNITY. 338812 17020 256690 AUXILIARY SERVICES - TO SUPPLEMENT THE ACADEMIC PROGRAM, THE SCHOOL PROVIDED A RANGE OF OTHER EDUCATIONAL SERVICES AND EXTRACURRICULAR ACTIVITIES, WHICH INCLUDED A LEARNING RESOURCES CENTER STAFFED BY TANDEM FRIENDS TUTORS TO PROVIDE ON-CAMPUS ACADEMIC SUPPORT FOR OUR STUDENTS. APPROXIMATELY, ONE-THIRD OF ENROLLED STUDENTS AVAILED THEMSELVES TO SOME DEGREE IN THIS PROGRAM. TANDEM ALSO OFFERS VARSITY, JUNIOR VARSITY, AND MIDDLE SCHOOL SPORTS FOR STUDENTS IN THREE SEASONS, AND A DRAMA PROGRAM THAT PRODUCED SHORT AND FULL-LENGTH PLAYS AND MUSICALS DURING THE SCHOOL YEAR. EXPENSES FOR THESE PROGRAMS INCLUDED SALARIES OF ADMINISTRATORS, COACHES, AND ANCILLARY SUPPORT PERSONNEL, AS WELL AS MATERIAL OPERATING EXPENSES REQUIRED TO FIELD TEAMS, TUTOR STUDENTS, AND TO PRODUCE THEATRICAL PERFORMANCES. 80831 79888 SUMMER PROGRAM - IN THE SUMMERS OF 2022 AND 2023, THE SCHOOL HOSTED A SUMMER CAMP PROGRAM FOR STUDENTS, AGES 6-13, BOTH FROM TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE AND FROM OUTSIDE THE TANDEM FRIENDS COMMUNITY. THE PROGRAM OFFERED CLASSES IN ARTS, CRAFTS, MUSIC, ATHLETICS, AND OUTDOOR ACTIVITIES. A VARIETY OF FULL-DAY HANDS-ON COURSES WERE DELIVERED IN THREE TWO-WEEK SESSIONS. THE CAMP IS ENTIRELY ADMINISTERED BY TANDEM, WHICH EMPLOYS THE CAMP DIRECTOR AND CAMP COUNSELORS. IN ADDITION TO PUTTING THE BEAUTIFUL TANDEM FRIENDS CAMPUS TO USE DURING THE SUMMER MONTHS, THE CAMP ALSO SERVES AS A VALUABLE MARKETING TOOL TO ATTRACT POTENTIAL NEW ADMISSIONS AND REINFORCES TANDEM FRIENDS' IMAGE AS SCHOOL THAT WELCOMES AND NURTURES CREATIVITY AND FREEDOM OF EXPRESSION. 6541684 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 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 31 0 98 1 0 0 0 0 0 0 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 0 0 X THE ORGANIZATION 4342961303 279 TANDEM LANE CHARLOTTESVILLE VA 22902 SUSAN BEERS TRUSTEE 5.00 X 0 0 0 MARC BOSTON TRUSTEE 5.00 X 0 0 0 MARGARET MCNETT BURRUSS TRUSTEE 5.00 X 0 0 0 GEOFFREY CARTER SECRETARY 5.00 X X 0 0 0 ROXANNE CARTER-JOHNSON TRUSTEE 5.00 X 0 0 0 MARY CHINN CO-CHAIR 5.00 X X 0 0 0 SHARON DEAL TRUSTEE 5.00 X 0 0 0 ROBERT FUDGE TRUSTEE 5.00 X 0 0 0 LAUREL HENNEMAN CO-CHAIR 5.00 X X 0 0 0 MEREDITH KALNITE TRUSTEE 5.00 X 0 0 0 JOHN MINTURN TRUSTEE 5.00 X 0 0 0 ERIC PEIFER TRUSTEE 5.00 X 0 0 0 JOHN PEPPER TRUSTEE 5.00 X 0 0 0 KAREN RATZLAFF TRUSTEE 5.00 X 0 0 0 JAMES H SCOTT III TREAURER 5.00 X X 0 0 0 CICELY SHELTON-BARNES TRUSTEE 5.00 X 0 0 0 LARRY VAN METER TRUSTEE 5.00 X 0 0 0 WHITNEY THOMPSON HEAD OF SCHOOL 40.00 X 223152 0 16490 MICHELLE SCHLESINGER DIRECTOR OF FINANCE AND OP 40.00 X 129200 0 12109 PETER GAINES ASSISTANT HEAD OF SCHOOL 40.00 X 115485 0 6033 467837 0 34632 3 0 1 0 0 581986 581986 TUITION AND FEES 611600 6692326 6692326 SUMMER PROGRAM TUITION 611710 79888 79888 OTHER PROGRAM SERVICE REVENUE 611710 45628 45628 STUDENT ACTIVITIES 611710 42852 42852 6860694 180094 180094 12205 0 12205 12205 12205 6720853 30 6504457 251 216396 -221 216175 216175 19814 0 19814 19814 7870968 6860694 0 428288 2028684 2028684 345037 260854 58928 25255 3107688 2662674 64120 380894 134914 111130 5270 18514 285127 256064 7630 21433 252835 214407 8306 30122 29443 20573 3712 5158 5323 4045 905 373 20000 15200 3400 1400 16227 16227 3387 2575 575 237 73197 2175 71022 12217 9285 2077 855 138019 104822 22455 10742 444117 337533 102046 4538 20995 18847 2036 112 17125 12145 1608 3372 708 538 120 50 236240 179543 54335 2362 55905 42488 9504 3913 CURRICULUM 217638 211299 4490 1849 PROFESSIONAL DEVELOPMEN 36632 27286 6070 3276 EQUIPMENT & FURNITURE ( 13835 12680 1107 48 FUNDRAISING EXPENDITURE 11287 11287 10684 6837 1362 2485 7517264 6541684 376283 599297 1523771 1532254 370479 312786 1738 3171 104746 84270 8323112 5385730 1704501 2937382 3242383 3325563 2684489 3065595 1249928 195319 10882035 11456340 519785 518766 1301848 1336865 0 20329 1821633 1875960 X 3105562 2671345 5954840 6909035 9060402 9580380 10882035 11456340 353704 166274 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5926871 185150 546537 267401 6391157 6431123 672033 -942944 233341 5926871 3278938 2331865 1004920 184600 6431123 3346506 82432 150000 3278938 3327459 169047 150000 3346506 0.86670 0.13330 1 0 656800 656800 6730495 4601585 2128910 935817 784145 151672 2937382 FRIENDS FIDUCIARY POOLED INVESTMENT FUND 3065594 F 3065594 CAPITAL LEASE OBLIGATION 20329 20329 X 5992331 166274 166274 5826057 16227 2028684 2044911 7870968 5472353 0 5472353 16227 2028684 2044911 7517264 PART V, LINE 4: EARNINGS FROM THE SCHOOL'S ENDOWMENT FUNDS SUPPORT FINANCIAL AID, FACULTY SALARIES AND DEVELOPMENT, AND OTHER SCHOOL PROGRAMS. PART X, LINE 2: THE SCHOOL HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE SCHOOL. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,028,684. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,028,684. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF THE NONDISCRIMINATORY POLICY OF TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE IS PRINTED IN ALL SIGNIFICANT PUBLICATIONS OF THE SCHOOL. ALL SUCH MATERIALS CONTAIN A CLEAR AND UNEQUIVOCAL STATEMENT OF THE SCHOOL'S NONDISCRIMINATORY POLICY IN ADMINISTRATION OF ITS EDUCATION POLICIES, HIRING POLICIES, ADMISSIONS POLICIES, FINANCIAL AID, SCHOLARSHIPS AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. TANDEM SPEAKS 2023 18675 18675 18675 18675 18675 1 TUITION REDUCTIONS - SCHOLARSHIPS/FINANCIAL AID 105 2028684 BOOK VALUE-COST THE SCHOOL PROVIDED NON-CASH FINANCIAL AID TO 105 STUDENTS IN THE FORM OF REDUCED TUITION. PART I, LINE 2: THE SCHOOL GRANTS SCHOLARSHIPS TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS. NO FUNDS ARE DISTRIBUTED TO INDIVIDUALS. 1 X X 0 0 0 0 0 0 0 0 0 WHITNEY THOMPSON HEAD OF SCHOOL 205128 0 18024 0 0 0 10256 0 6234 0 239642 0 0 0 X 2 190391 AVERAGE QUOTED VALUE 0 1 1 PART I, LINE 32B: THE SCHOOL HAS A BROKERAGE ACCOUNT TO RECEIVE AND IMMEDIATELY LIQUIDATE GIFTS OF SECURITIES. FORM 990, PART I, LINE 1 MISSION: ROOTED IN QUAKER VALUES, TANDEM FRIENDS SCHOOL PREPARES YOUNG PEOPLE FOR HIGHER EDUCATION AND FULFILLING LIVES OF INTEGRITY, CREATIVE EXPRESSION AND SERVICE. AT TANDEM FRIENDS SCHOOL, WE BELIEVE THAT THE FINEST EDUCATION IS ACHIEVED THROUGH AN ACTIVE PARTNERSHIP BETWEEN FACULTY AND STUDENTS. WE HONOR STUDENTS BY HOLDING THEM TO HIGH STANDARDS. TEACHERS ARE DEDICATED TO THE INTELLECTUAL, AESTHETIC AND MORAL GROWTH OF EACH STUDENT. IN TURN, OUR STUDENTS ARE EXPECTED TO ENTER INTO THIS PARTNERSHIP WITH A SENSE OF RESPONSIBILITY AND RESPECT FOR THEIR MENTORS AND FOR THE ENTIRE SCHOOL COMMUNITY. OUR COMMUNITY HAS A REMARKABLE TRADITION OF EDUCATING YOUNG LEARNERS TO BECOME POWERFUL AND PURPOSEFUL ADULTS. STUDENTS AT TANDEM FRIENDS ARE HONORED AND RESPECTED AS THEY GROW INTO ADULTHOOD. PROVIDING AN EXEMPLARY ACADEMIC EXPERIENCE IN A SPIRITUAL COMMUNITY BASED ON QUAKER VALUES IS AN UPLIFTING AND SUSTAINING MISSION THAT BINDS US TOGETHER IN A SHARED VISION. PHILOSOPHY: THE ESSENCE OF OUR PHILOSOPHY IS CAPTURED IN THE SCHOOL'S UNOFFICIAL MOTTOES: "FREEDOM WITH RESPONSIBILITY AND "KINDNESS AND WISDOM." FORM 990, PART VI, SECTION B, LINE 11B TANDEM FRIENDS' ANNUAL INFORMATIONAL RETURN (FORM 990) IS REVIEWED IN DRAFT FORM BY MANAGEMENT AND BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. A FINAL DRAFT OF FORM 990 IS CIRCULATED TO THE ENTIRE BOARD FOR REVIEW AND COMMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TANDEM FRIENDS HAS A CONFLICT OF INTEREST POLICY, WHICH IS ARTICULATED IN ITS EMPLOYMENT PRACTICES MANUAL. TANDEM FRIENDS MONITORS RELATIONSHIPS FOR CONFLICTS OF INTEREST BETWEEN ITS VENDORS AND ITS EMPLOYEES. THE BOARD OF TRUSTEES IS APPRISED ANNUALLY OF TANDEM FRIENDS POLICY, AND EACH TRUSTEE SIGNS A DOCUMENT CONFIRMING THAT NO CONFLICTS EXIST OR DISCLOSING ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THE BOARD OF TRUSTEES, CHAIRED BY THE CHAIR OF THE BOARD, NEGOTIATES A CONTRACT FOR THE HEAD OF SCHOOL, THE TOP MANAGEMENT OFFICIAL AT TANDEM FRIENDS. IN DETERMINING THE TERMS OF EMPLOYMENT AND COMPENSATION, THE COMMITTEE EMPLOYED AN OUTSIDE CONSULTANT AND CONDUCTED A SURVEY OF COMPENSATION AT COMPARABLE INDEPENDENT SCHOOLS. THE COMMITTEE ALSO BENCHMARKED COMPENSATION DATA COMPILED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). THIS LAST OCCURRED IN JANUARY 2017. THE COMMITTEE PERFORMS AN ANNUAL APPRAISAL OF THE HEAD'S JOB PERFORMANCE AND BASES ANY CHANGES IN COMPENSATION ON THIS EVALUATION. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE KEPT IN THE BUSINESS OFFICE AND ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST THROUGH THE BUSINESS MANAGER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.