2024-05-13T13:26:47-05:00 2023-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2022-07-01 814726551 JULIE BILLIART NETWORK JULI 2163811191 4982 CLUBSIDE ROAD LYNDHURST OH 44124 ALAINE M DAVIS PRESIDENT/CEO 2163811191 2024-05-13 1 ALAINE DAVIS 999009999 0 CHRISTOPHER B ANDERSON P00226559 2163630100 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALAINE M DAVIS 4982 CLUBSIDE ROAD LYNDHURST OH 44124 8399075 0 0928 X N/A X 2017 OH THE MISSION OF JULIE BILLIART SCHOOLS IS TO NURTURE AND EMPOWER STUDENTS WITH SPECIAL LEARNING NEEDS. AS CATHOLIC K-8 SCHOOLS ROOTED IN THE EDUATIONAL PRINCIPLES OF THE SISTERS OF NOTRE DAME, WE WELCOME DIVERSE FAITH TRADITIONS. JULIE BILLIART NETWORK SUPPORTS THE FOUR SCHOOLS IN THE NETWORK OF SCHOOLS: JULIE BILLIART SCHOOL, LYNDHURST; JULIE BILLIART SCHOOL OF ST. SEBASTIAN PARISH, AKRON, JULIE BILLIART SCHOOL, BRECKSVILLE AND JULIE BILLIART SCHOOL, WESTAKE. THE NETWORK PROVIDES MANAGEMENT, GOVERNANCE, STATEGIC DIRECTION AND ADMINISTRATIVE SERVICES INCLUDING: ACCOUNTING, MARKETING, ENROLLMENT MANAGEMENT, ADVANCEMENT, PAYROLL, AND HUMAN RESOURCES. 12 12 123 0 0 0 632448 554294 6239624 7753430 0 6696 -28356 454 6843716 8314874 596359 586755 0 0 5669380 7193293 0 0 706313 251508 344566 6517247 8124614 326469 190260 828070 1397395 18436 397501 809634 999894 X THE MISSION OF JULIE BILLIART SCHOOLS IS TO NURTURE AND EMPOWER STUDENTS WITH SPECIAL LEARNING NEEDS. AS CATHOLIC K-8 SCHOOLS ROOTED IN THE EDUATIONAL PRINCIPLES OF THE SISTERS OF NOTRE DAME, WE WELCOME DIVERSE FAITH TRADITIONS. JULIE BILLIART NETWORK SUPPORTS THE FOUR SCHOOLS IN THE NETWORK OF SCHOOLS: JULIE BILLIART SCHOOL, LYNDHURST; JULIE BILLIART SCHOOL OF ST. SEBASTIAN PARISH, AKRON, JULIE BILLIASRT SCHOOL, BRECKSVILLE AND JULIE BILLIART SCHOOL, WESTAKE. THE NETWORK PROVIDES MANAGEMENT, GOVERNANCE, STATEGIC DIRECTION AND ADMINISTRATIVE SERVICES INCLUDING: ACCOUNTING, MARKETING, ENROLLMENT MANAGEMENT, ADVANCEMENT, PAYROLL, AND HUMAN RESOURCES. 0 0 5676248 0 5676248 JULIE BILLIART NETWORK PROVIDES STAFFING NECESSARY TO OPERATE THE JULIE BILLIART SCHOOLS. 792904 586755 2096660 JULIE BILLIART NETWORK PROVIDES SUPPORT SERVICES TO THE JULIE BILLIART SCHOOLS INCLUDING MANAGEMENT, ADVANCEMENT, MARKETING, ENROLLMENT MANAGEMENT, ACCOUNTING, FINANCIAL PLANNING AND BUDGETING, HUMAN RESOURCES, AND PAYROLL SERVICES. 6469152 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 123 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X JUDY KREGER 2163811191 4982 CLUBSIDE ROAD LYNDHURST OH 44124 DAVID ANTHONY DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM BRANCOVSKY DIRECTOR 1.00 0.00 X 0 0 0 RICHARD CAVOLO DIRECTOR 1.00 0.00 X 0 0 0 TIMOTHY COMPAN TREASURER 1.00 0.00 X X 0 0 0 ELIZABETH DELLINGER DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA C GERAK CHAIR 1.00 0.00 X X 0 0 0 SR LISA NOVAK SND DIRECTOR 1.00 0.00 X 0 0 0 PATRICK O PETERS SECRETARY 1.00 0.00 X X 0 0 0 GEORGE C REIDER DIRECTOR 1.00 0.00 X 0 0 0 DAVID L ROUSH VICE CHAIR 1.00 0.00 X X 0 0 0 NICHOLAS RUSSO DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ZUMWALT DIRECTOR 1.00 0.00 X 0 0 0 ALAINE M DAVIS PRESIDENT/CEO 5.00 40.00 X 242381 0 13417 JUDITH L KREGER CFO 5.00 40.00 X 123188 0 11621 JUDITH JOHNSTON DIR.-ACADEMICS&TEACHER DEV. 5.00 40.00 X 115650 0 4506 JASON WOJNICZ PRINCIPAL 0.00 40.00 X 101358 0 3934 SAMANTHA VOSHALL DIR.-ENROLLMENT & MARKETING 5.00 40.00 X 101000 0 3800 683577 0 37278 5 0 1 0 0 10000 342874 201420 554294 SALARY AND WAGE REIMB. 900099 5676248 5676248 NETWORK SERVICE FEE 900099 2077182 2077182 7753430 6696 6696 65177 342874 84201 -19024 -19024 OTHER INCOME 900099 19478 19478 19478 8314874 7772908 0 -12328 586755 586755 410107 344199 35094 30814 6565062 5509990 561797 493275 40110 5229 27971 6910 83263 13304 40154 29805 94751 9675 47433 37643 13989 13989 24650 24650 16250 16250 42426 42426 63107 63107 4460 2156 2304 94112 62239 31873 4635 4635 15568 15568 5901 5872 29 6705 6705 LEASE EXPENSE 18000 18000 DUES & SUBSCRIPTIONS 15308 14469 839 OTHER EXPENSES 13676 9741 3935 FUNDRAISING EXPENSES 5779 5779 8124614 6469152 949149 706313 687700 1248976 27100 36250 48550 0 40400 94555 33527 15913 24320 17614 828070 1397395 18389 181922 47 0 0 215579 18436 397501 X 801020 919894 8614 80000 809634 999894 828070 1397395 190260 0 X 0 1 X 1 0 X X 4 SISTERS OF NOTRE DAME OF CHARDON OHIO 340174382 1 1 0 0 JULIE BILLIART SCHOOL LYNDHURST 340827831 2 1 42301 0 JULIE BILLIART SCHOOL OF STSEBASTIAN PARISHAKRON 813064101 2 1 109063 0 JULIE BILLIART SCHOOL WESTLAKE 851425489 2 1 155768 0 4 307132 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SEC. A, LINE 2 - IRS DETERMINATION OF STATUS: ALL OF THE SUPPORTED ORGANIZATIONS ARE LISTED IN THE OFFICIAL CATHOLIC DIRECTORY WHICH SERVES AS THE GROUP RULING OF EXEMPT ORGANIZATIONS FOR THE CATHOLIC CHURCH IN THE UNITED STATES. BECAUSE OF THE INCLUSION IN THE CATHOLIC CHURCH'S GROUP RULING, NONE OF THE ENTITIES HAS A DETERMINATION LETTER FROM THE IRS REGARDING EACH ENTITY'S PUBLIC CHARITY STATUS. HOWEVER, THE SISTERS OF NOTRE DAME OF CHARDON, OHIO IS AN ORDER OF CATHOLIC NUNS, AND AS SUCH, THE ENTITY'S PUBLIC CHARITY STATUS IS GRANTED BY IRC SECTION 170(B)(1)(A)(I). THE THREE SCHOOLS ARE GRANTED PUBLIC CHARITY STATUS UNDER IRC SECTION 170(B)(1)(A)(II). THUS, ALL FOUR SUPPORTED ORGANIZATIONS ARE PUBLIC CHARITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 16250 0 0 16250 0 PART II-B, LINE 1: STUDENTS AT JULIE BILLIART SCHOOLS ACCESS SCHOLARSHIPS FOR STUDENTS WITH LEARNING DIFFERENCES THAT ARE MADE AVAILABLE THROUGH THE OHIO DEPARTMENT OF EDUCATION. JULIE BILLIART NETWORK FEELS THAT IT IS CRITICAL TO HAVE THE OPPORTUNITY TO EXPLAIN TO LEGISLATORS WHY THE STATE-FUNDED VOUCHER AND SCHOLARSHIP PROGRAMS ARE ESSENTIAL TO OUR ORGANIZATION AND TO EXPLAIN WHY FUNDING FOR THESE IMPORTANT PROGRAMS SHOULD REMAIN INTACT. 33527 15913 17614 17614 RELATED PARTY PAYABLE 65602 CUSTODIAL LIABILITY 149977 215579 GALA 408051 342874 65177 6292 37674 24578 15657 408051 342874 65177 6292 37674 24578 15657 84201 -19024 1 JULIE BILLIART SCHOOL-WESTLAKE 3600 CROCKER ROAD WESTLAKE OH 44145 851425489 501(C)(3) 155768 0 NET CONTRIBUTION TO CAPITAL FUND JULIE BILLIART SCHOOL-LYNDHURST 4982 CLUBSIDE ROAD LYNDHURST OH 44124 340827831 501(C)(3) 42301 0 NETWORK CAPITAL DISTRIBUTION JULIE BILLIART SCHOOL-AKRON 380 MINEOLA AVENUE AKRON OH 44320 813064101 501(C)(3) 109063 0 NETWORK CAPITAL DISTRIBUTION JULIE BILLIART SCHOOL-BRECKSVILLE 8611 WIESE RD BRECKSVILLE OH 44141 884147564 501(C)(3) 279623 0 INITIAL START-UP FUNDING 4 0 PART I, LINE 2: MONITORING USE OF GRANT FUNDS - BECAUSE OF THE CLOSE CONNECTION BETWEEN JULIE BILLIART NETWORK ("JBN") AND ITS SUPPORTED ORGANIZATIONS, INCLUDING THE PROVISION OF ACCOUNTING AND MANAGEMENT SERVICES TO THE FOUR SCHOOLS, JBN IS ASSURED THAT ITS GRANTS ARE USED FOR THE INTENDED PURPOSES. X 0 0 0 0 0 0 0 0 0 ALAINE M DAVIS PRESIDENT/CEO 222381 0 20000 0 0 0 0 0 13417 0 255798 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - THE BOARD OF TRUSTEES REVIEWS FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE NETWORK'S CONFLICT OF INTEREST POLICY IS INCLUDED IN THE JULIE BILLIART SCHOOLS BOARD OF DIRECTORS POLICY MANUAL. IT IS PROVIDED TO NEW DIRECTORS DURING ONBOARDING AND IS MADE AVAILABLE TO ALL DIRECTORS IN BOARD ON TRACK. WHEN A CONFLICT ARISES, THE INDIVIDUAL IS NOT PERMITTED TO VOTE OR PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION. PERSONS THAT ARE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT MAKE THE DECISION ABOUT THE TRANSACTION. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL- THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES A REVIEW BY AN HR ATTORNEY,MARKET RESEARCH, AND A REVIEW OF PERFORMANCE. THE CEO HAS A 3 YEAR CONTRACT. NEGOTIATIONS FOR THE CONTRACT TAKE PLACE EVERY 3 YEARS, BUT THE PERFORMANCE OF THE CEO IS REVIEWED ANNUALLY AND INCREMENTAL INCREASES IN PAY ARE IMPLEMENTED AS INDICATED BY PERFORMANCE. COMPENSATION FOR OTHER KEY POSITIONS, INCLUDING THE DIRECTOR OF ADVANCEMENT AND CFO, IS DETERMINED BASED ON MARKET RATES FOR THE POSITIONS. THESE POSITIONS WERE REVIEWED IN 2018. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE NETWORK MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. JULIE BILLIART SCHOOL- LYNDHURST 4982 CLUBSIDE ROAD LYNDHURST OH 44124 340827831 SCHOOL OH 501(C)(3) LINE 2 N/A 0 JULIE BILLIART SCHOOL OF ST SEBASTIAN PARISH AKRON 380 MINEOLA AVENUE AKRON OH 44320 813064101 SCHOOL OH 501(C)(3) LINE 2 N/A 0 SISTERS OF NOTRE DAME OF CHARDON OHIO 13000 AUBURN ROAD CHARDON OH 44024 340174382 CHURCH OH 501(C)(3) LINE 1 N/A 0 JULIE BILLIART SCHOOL-WESTLAKE 3600 CROCKER ROAD WESTLAKE OH 44145 851425489 SCHOOL OH 501(C)(3) LINE 2 N/A 0 JULIE BILLIART SCHOOL-BRECKSVILLE 8611 WIESE RD BRECKSVILLE OH 44141 884147564 SCHOOL OH 501(C)(3) LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0