2025-02-10T11:48:44-06:00 2024-06-30 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO ST STE 300 SANTA BARBARA CA 93101 990 2023-07-01 951684072 MIDLAND SCHOOL CORPORATION MIDL 8056885114 PO BOX 8 LOS OLIVOS CA 93441 HANNAH NELSON HEAD OF SCHOOL 8056885114 2025-02-10 1 1 CHRISLEY N REED CPA P00025230 8059629175 2023 2025-03-06 01:10:19Z HANNAH NELSON PO BOX 8 LOS OLIVOS CA 93441 13016575 0 X WWW.MIDLAND-SCHOOL.ORG X 1932 CA MIDLAND SCHOOL PROVIDES A DISTINCTIVE CO-EDUCATIONAL BOARDING SCHOOL (SEE SCHEDULE O) EXPERIENCE TO A DIVERSE STUDENT BODY IN GRADES 9-12. THROUGH STUDY AND WORK, MIDLAND TEACHES THE VALUE OF A LIFETIME OF LEARNING, SELF-RELIANCE, SIMPLICITY, RESPONSIBILITY TO COMMUNITY AND A LOVE FOR THE OUTDOORS. 19 19 50 0 0 0 1288354 906505 5684388 5881542 1373064 886955 0 0 8345806 7675002 1449519 1538900 0 0 3070747 3477846 0 0 239575 2300057 2892549 6820323 7909295 1525483 -234293 37854096 38887691 7097910 6720728 30756186 32166963 X MIDLAND SCHOOL PROVIDES A DISTINCTIVE CO-EDUCATIONAL BOARDING SCHOOL EXPERIENCE TO A DIVERSE STUDENT BODY IN GRADES 9-12. THROUGH STUDY AND WORK, MIDLAND TEACHES THE VALUE OF A LIFETIME OF LEARNING, SELF-RELIANCE, SIMPLICITY, RESPONSIBILITY TO (SEE SCHEDULE O) COMMUNITY AND A LOVE FOR THE OUTDOORS. 0 0 6053024 1538900 5881542 MIDLAND SCHOOL, LOCATED ON A 2,860-ACRE RANCH AT THE EDGE OF THE LOS PADRES NATIONAL FOREST IN SANTA BARBARA COUNTY, HAS BEEN THE LEADER OF PLACE-BASED EDUCATION SINCE 1932. EVERYTHING WE DO-FROM THE COURSES WE CHOOSE TO TEACH TO HOW WE MAINTAIN OUR CAMPUS TO THE WAY WE FEED OURSELVES-ORIGINATES FROM AN INTENTIONAL CURRICULUM THAT FOCUSES NOT ONLY ON COLLEGE PREPARATORY CLASSES, BUT ALSO ON LEADERSHIP, COMMUNITY, AND STEWARDSHIP. OUR SCALE EMPOWERS STUDENTS WITH AUTHENTIC LEADERSHIP OPPORTUNITIES, PROVIDES HIGHLY PERSONALIZED LEARNING, AND INSPIRES THE PURSUIT OF INTELLECTUAL PASSIONS. AT MIDLAND, THIRTY-SEVEN PERCENT OF OUR STUDENTS IDENTIFY AS STUDENTS OF COLOR, OVER HALF RECEIVE GENEROUS FINANCIAL AID TO ATTEND, AND THE DEPTH OF OUR BOARDING EXPERIENCE FACILITATES BOTH TOP-TIER COLLEGE ADMISSIONS AND FUTURE SUCCESS. 6053024 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA X ALEX TATE 8056885114 5100 FIGUEROA MOUNTAIN ROAD LOS OLIVOS CA 93441 EDWIN S FRIENDLY III TRUSTEE 2.00 X 0 0 0 PETER SCHUYLER TRUSTEE 2.00 X 0 0 0 TOM MONE PRESIDENT/CHAIR 5.00 X X 0 0 0 PETER EWING SECRETARY 5.00 X X 0 0 0 GRETCHEN COLLARD VICE PRESIDENT/CHAIR 5.00 X X 0 0 0 ANDREW MCCARTHY TRUSTEE 2.00 X 0 0 0 MANUEL ESPITIA TRUSTEE 2.00 X 0 0 0 MARC HOLDEN TRUSTEE 2.00 X 0 0 0 J SASSAMAN TRUSTEE 2.00 X 0 0 0 JASON BURNS TRUSTEE 2.00 X 0 0 0 HOP HOPKINS TRUSTEE 2.00 X 0 0 0 ROBIN BARAL TRUSTEE 2.00 X 0 0 0 REBECCA DAVIS-SUSKIND TRUSTEE 2.00 X 0 0 0 DIEGO MARCOGLIESE TRUSTEE 2.00 X 0 0 0 HOWARD MCCOY TRUSTEE 2.00 X 0 0 0 FANRUI SHA TRUSTEE 2.00 X 0 0 0 ADAM XU TRUSTEE 2.00 X 0 0 0 REBECCA GARRETT TRUSTEE 2.00 X 0 0 0 BEDONNA SMITH TRUSTEE 2.00 X 0 0 0 CHRISTOPHER BARNES HEAD OF SCHOOL 40.00 X 269955 0 33284 ALEX TATE DIRECTOR OF FINANCE & OPS 40.00 X 83258 0 7957 CIERRA RICKMAN DIRECTOR OF ADVANCEMENT 40.00 X 117588 0 9562 470801 0 50803 2 0 1 0 FRANK SCHIPPER CONSTRUCTION COMPANY 610 E COTA ST SANTA BARBARA CA 93103 CONSTRUCTION 944185 LITLE CONSTRUCTION INC 3027 TIANA DR SANTA YNEZ CA 93460 CONSTRUCTION 168968 2 906505 906505 TUITION 611600 5782026 5782026 MISCELLANEOUS 611600 99516 99516 5881542 404269 404269 5824259 5341573 482686 482686 482686 7675002 5881542 0 886955 1538900 1538900 444162 411030 33132 2456458 1918952 436362 101144 123781 103591 14702 5488 268892 183817 70792 14283 184553 120049 54728 9776 19328 19328 60324 60324 88951 88951 127109 36936 90173 42023 36 643 41344 34874 998 31582 2294 86179 60523 13729 11927 171734 167946 2340 1448 44452 22866 9688 11898 31372 22340 7284 1748 127568 127568 794527 794527 417773 417773 FOOD 196457 195211 823 423 ANIMAL CARE 165154 165154 ADMISSIONS 152763 152763 REPAIRS AND MAINTENANCE 124910 123595 1116 199 207051 179810 22770 4471 7909295 6053024 1616696 239575 6193521 4371429 550439 209065 42237 22259255 5466894 15676081 16792361 15224990 17681664 37854096 38887691 519909 196670 2602996 2548220 3975005 3975838 7097910 6720728 X 17919434 18166499 12836752 14000464 30756186 32166963 37854096 38887691 -234293 1645070 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 2727.00 1 15924430 2443074 414744 17952760 15480562 35000 1641279 1232411 15924430 22919319 31000 -3910357 3559400 15480562 18363850 100 5242600 687231 22919319 18168724 600 855993 661467 18363850 0.28960 0.71040 0 0 54639 54639 19490549 4798676 14691873 786381 193611 592770 1387751 341672 1046079 539935 132935 407000 16792361 X 7692221 1645070 1645070 6047151 88951 1538900 1627851 7675002 6281444 0 6281444 88951 1538900 1627851 7909295 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED EITHER BY DONORS AND OR BY RESOURCES SET ASIDE BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. DONOR-RESTRICTED ENDOWMENT FUNDS ARE FURTHER DIVIDED INTO THOSE THAT PROVIDE A PERPETUAL SOURCE OF SUPPORT FOR THE SCHOOL'S ACTIVITIES AND THOSE THAT ARE RESTRICTED BY DONORS TO INVESTMENT FOR A SPECIFIED TERM. PART X, LINE 2: THE SCHOOL IS A CALIFORNIA NONPROFIT CORPORATION, WHICH IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION NUMBER 501(C)(3) AND STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D); THEREFORE, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE SCHOOL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. THE SCHOOL EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLE ESTIMABLE. AS OF JUNE 30, 2024, THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE SCHOOL FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED BEFORE JUNE 30, 2020 AND 2019, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 1,538,900. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 1,538,900. 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 ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORGIN TO ALL RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, FINANCIAL ASSISTANCE, AND OTHER SCHOOL-ADMINISTERED PROGRAMS. 1 FINANCIAL ASSISTANCE 36 1538900 BOOK FINANCIAL AID PART I, LINE 2: ALL ASSISTANCE IS IN THE FORM OF FINANCIAL ASSISTANCE AND IS USED FOR TUITION FOR SELECTED STUDENTS IN ORDER FOR THEM TO ATTEND THE SCHOOL. X 1 1 X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER BARNES HEAD OF SCHOOL 269955 0 0 0 0 0 26712 0 6572 0 303239 0 0 0 PART I, LINE 1A MIDLAND SCHOOL CORPORATION IS AN INDEPENDENT BOARDING SCHOOL. AS A CONVENIENCE TO THE SCHOOL AND INTEGRAL TO OUR PROGRAM, WE REQUIRE MOST FACULTY MEMBERS AND SEVERAL ADMINISTRATORS TO LIVE IN ON-CAMPUS HOUSING IN ORDER TO OFFER EXPERIENTIAL LEARNING OPPORTUNITIES TO STUDENTS OUTSIDE OF REGULAR CLASSROOM HOURS AND TO PROVIDE RESIDENTIAL LIFE AND JOBS PROGRAM SUPPORT SERVICES TO OUR STUDENTS. OUR HEAD OF SCHOOL'S HOME IS ALSO USED TO HOST STUDENTS DURING WEEKLY CLUB NIGHTS AND TO ENTERTAIN ALUMNI, BOARD TRUSTEES, STUDENTS, AND FACULTY THROUGHOUT THE YEAR. THIS HOUSING IS A SPECIFIC CONDITION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS FIRST REVIEWED BY THE AUDIT, FINANCE, AND EXECUTIVE COMMITTEES OF THE BOARD IN ADDITION TO THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS. NEXT, AN ELECTRONIC COPY IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD, OFFICERS, AND KEY EMPLOYEES ARE ANNUALLY PROVIDED A COPY OF THE TRUSTEE'S HANDBOOK, WHICH INCLUDES THE SCHOOL'S CONFLICT OF INTEREST POLICY. AS A PART OF THE SCHOOL'S ANNUAL AUDIT PROCESS, TRUSTEES ARE ASKED TO COMPLETE A WRITTEN QUESTIONNAIRE DECLARING ANY CONFLICTS OR KNOWLEDGE THEREOF. THE CHAIR OF THE AUDIT COMMITTEE IS NOTIFIED OF ANY POTENTIAL CONFLICTS AND TAKES APPROPRIATE ACTION AS NEEDED. IF THE AUDIT COMMITTEE CHAIR IS A PARTY TO THE CONFLICT, THE EXECUTIVE COMMITTEE OF THE BOARD IS NOTIFIED AND TAKES APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANALYZES, REVIEWS, AND SETS THE COMPENSATION FOR THE HEAD OF SCHOOL. AS A PART OF THAT PROCESS, THE EXECUTIVE COMMITTEE UTILIZES COMPARATIVE COMPENSATION DATA FROM PEER SCHOOLS AND FROM INDEPENDENT SCHOOL BENCHMARKING METRICS AND ASSESSES THE HEAD OF SCHOOL'S ATTAINMENT OF SPECIFIC GOALS AND PERFORMANCE MEASURES. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE SCHOOL HAS ESTABLISHED AN AUDIT COMMITTEE TO OVERSEE THE ANNUAL FINANCIAL STATEMENT AUDIT.