2025-07-07T14:22:29-05:00 2024-06-30 060903326 WHITTLESEY PC 14 BOBALA RD HOLYOKE MA 01040 990 2023-07-01 042163044 STONELEIGH-BURNHAM SCHOOL STON 4137742711 574 BERNARDSTON ROAD GREENFIELD MA 01301 LAURIE LAMBERT HEAD OF SCHOOL 4137742711 2025-07-07 1 1 THOMAS DOWLING P01232667 4135363970 2023 2025-03-06 01:10:19Z X ANNETTE CAZENAVE 574 BERNARDSTON ROAD GREENFIELD MA 01301 7116195 0 X SBSCHOOL.ORG X 1869 MA ACADEMIC COMMUNITY THAT INSPIRES GIRLS TO PURSUE MEANINGFUL LIVES BASED ON HONOR AND RESPECT. 17 17 179 0 0 0 1385170 842618 5165873 5324106 20991 676227 1451936 94136 8023970 6937087 1414813 1360527 0 0 4895877 4437375 0 0 825673 2950110 2976532 9260800 8774434 -1236830 -1837347 8106734 8270445 4803371 6741998 3303363 1528447 STONELEIGH-BURNHAM SCHOOL IS AN ACADEMIC COMMUNITY THAT FOSTERS AN INTERNATIONAL PERSPECTIVE. WE INSPIRE GIRLS TO PURSUE MEANINGFUL LIVES BASED ON HONOR, RESPECT AND INTELLECTUAL CURIOSITY. 0 0 6193081 1360527 5388240 STONELEIGH-BURNHAM SCHOOL IS AN ACADEMIC COMMUNITY THAT FOSTERS AN INTERNATIONAL PERSPECTIVE. STONELEIGH-BURNHAM SCHOOL OFFERS THE INTERNATIONAL BACCALAUREATE (IB) DIPLOMA. EACH STUDENT IS CHALLENGED TO DISCOVER HER BEST SELF AND GRADUATE WITH CONFIDENCE TO THINK INDEPENDENTLY AND ACT ETHICALLY, SECURE IN THE KNOWLEDGE THAT HER VOICE WILL BE HEARD. 6193081 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 179 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 MA X THE ORGANIZATION 4137742711 574 BERNARDSTON ROAD GREENFIELD MA 01301 X STEPHANIE LUEBBERS HEAD OF SCHOOL (FORMER) 40.00 X 104862 0 13670 LAURIE LAMBERT HEAD OF SCHOOL 40.00 X 98182 0 13542 DR MARY MALONEY CHAIR 1.00 X X 0 0 0 BARBARA MAYO LLEWELLYN VICE CHAIR 1.00 X X 0 0 0 ANNETTE CAZENAVE TREASURER 1.00 X X 0 0 0 PAMELA BENSEN SECRETARY 1.00 X 0 0 0 SUSANNAH WELLS TRUSTEE 1.00 X 0 0 0 SHARON LEWIS GAFFEY TRUSTEE 1.00 X 0 0 0 MEREDITH MERYMAN LANDIS TRUSTEE 1.00 X 0 0 0 LAURA B RICHARDS TRUSTEE 1.00 X 0 0 0 JUNE COOLIDGE SCOTT TRUSTEE 1.00 X 0 0 0 KATE STROUSSE TRUSTEE 1.00 X 0 0 0 JOYHDAE ALBERT TRUSTEE 1.00 X 0 0 0 DR DENISE BRUNER TRUSTEE 1.00 X 0 0 0 DARCY TARBELL TRUSTEE 1.00 X 0 0 0 BRIDGET OBRIEN TRUSTEE 1.00 X 0 0 0 ANNE QUANTRELL DENNEN TRUSTEE 1.00 X 0 0 0 ALLISON PORTER TRUSTEE 1.00 X 0 0 0 CYD SCOTT TRUSTEE 1.00 X 0 0 0 ELAINE CHOW TRUSTEE 1.00 X 0 0 0 203044 0 27212 1 0 0 0 0 842618 842618 TUITION,ROOM & BOARD 900099 4098526 4098526 FEES & SERVICES 611710 547905 547905 RIDING PROGRAM 611710 404969 404969 SUMMER PROGRAM 611710 272706 272706 5324106 55335 55335 800000 179108 620892 620892 620892 MISCELLANEOUS REVENUE 900099 94136 94136 94136 6937087 5418242 0 676227 1360527 1360527 210973 200303 10670 3486215 2513153 570927 402135 120920 82195 25224 13501 314375 213696 65578 35101 304892 207250 63600 34042 251366 23280 130004 98082 57465 5676 51789 17033 17033 130430 103292 26262 876 617258 524669 61726 30863 78397 16558 9278 52561 236278 236278 368156 312932 36816 18408 176513 176513 RIDING 254511 254511 FOOD SERVICES 244456 244456 SUMMER PROGRAMS 188638 188638 MISCELLANEOUS EXPENSES 154569 50160 68642 35767 201462 92088 84529 24845 8774434 6193081 1755680 825673 3724 1853 713081 381637 566493 167098 8068 4015 33691 8763 115651 132392 13664154 10056371 4064171 3607783 2601855 2719680 0 1247224 8106734 8270445 396289 670777 3306483 3407427 1100599 2663794 4803371 6741998 X 644336 -1189711 2659027 2718158 3303363 1528447 8106734 8270445 -1837347 62431 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2810159 13853 117766 62488 2879290 2736972 208304 73187 208304 2810159 3375939 -415052 220881 3034 2736972 2968939 22374 560491 175865 3375939 2938925 69510 110004 149500 2968939 1.00000 0 0 41643 41643 10152657 7443461 2709196 1941405 1686456 254949 1528449 926454 601995 3607783 OPERATING LEASE - RIGHT OF USE ASSET 1247224 1247224 ADVANCE TUITION DEPOSITS 1416570 OPERATING LEASE - CURRENT PORTION 60 OPERATING LEASE - LONG TERM 1247164 2663794 5638991 62431 62431 5576560 1360527 1360527 6937087 7413907 0 7413907 1360527 1360527 8774434 PART V, LINE 4: INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS STONELEIGH-BURNHAM SCHOOL USES THE ENDOWMENT FUNDS TO SUPPORT THE GENERAL OPERATIONS OF THE SCHOOL. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION REMISSION 1,360,527. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION REMISSION 1,360,527. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL DISPLAYS ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS PUBLICLY ACCESSIBLE WEBSITE. 1 SCHOLARSHIPS FOR ATTENDING STONELEIGH-BURNHAM 58 1360527 FORM 990, SCHEDULE I, PAGE 1, PART 1, QUESTION 2 PROCESS FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES STONELEIGH-BURNHAM SCHOOL AWARDS SCHOLARSHIPS TO QUALIFYING STUDENTS AS A REDUCTION OF THEIR TUITION. THE SCHOOL CLOSELY MONITORS THE PROGRESS OF THE STUDENTS AND TRACKS MONTHLY THE PAYMENTS MADE TOWARD THEIR OUTSTANDING ACCOUNT BALANCE. X 1 1 X X X 0 0 0 0 0 0 0 0 0 PART I, LINE 1A RESIDENCE FOR PERSONAL USE STEPHANIE LUEBBERS, HEAD OF SCHOOL, WAS PROVIDED A RESIDENCE FOR PERSONAL USE. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. X 4 480076 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990 THE FORM 990 IS PRESENTED TO AND REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ON-GOING BASIS THROUGHOUT THE YEAR. EACH POTENTIAL CONFLICT OF INTEREST IS REPORTED TO THE BOARD OF TRUSTEES AND THE BOARD DETERMINES HOW TO PROCEED. EACH MEMBER OF THE BOARD OF TRUSTEES AND EACH COMMITTEE MEMBER WHO IS NOT A TRUSTEE ANNUALLY RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY FOR SIGNATURE AND RETURNS A SIGNED COPY TO THE CHAIR BEFORE THE CONCLUSION OF THE BOARD MEETING HELD IMMEDIATELY FOLLOWING DISTRIBUTION OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING COMPENSATION OF THE HEAD OF SCHOOL THE EXECUTIVE COMMITTEE DRAFTS THE CONTRACT AND COUNSEL REVIEWS IT. THE CONTRACT IS THEN SIGNED BY THE CHAIR OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF GOVERNING DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF THE INTERESTED PARTY. FORM 990, PAGE 1, ITEM B THE SCHOOL IS AMENDING THE ORIGINAL FORM 990 TO INCLUDE FINAL ADJUSTMENTS RELATED TO THE PLEDGES RECEIVABLE AND CLASSIFICATION OF NET ASSETS.