2025-10-23T11:48:54-05:00 2025-06-30 550526247 KOZICKI HUGHES TICKERHOOF PLLC 32 TWENTIETH STREET SUITE 300 WHEELING WV 26003 990 2024-07-01 550357035 THE LINSLY SCHOOL INCORPORATED LINS 3042333260 60 KNOX LANE WHEELING WV 260036430 GREG MARTIN DIRECTOR OF OPERATIONS 3042333260 2025-10-23 1 NANCY HUGHES CPA P01447261 3042322280 2025-10-22 2024 2025-03-06 01:10:19Z GREG MARTIN 60 KNOX LANE WHEELING WV 26003 27436263 0 X WWW.LINSLY.ORG X 1814 WV The School is committed to a rigourous college preparatory program, providing opportunities in academics, athletics, and extracurricular activities. 19 19 150 0 0 0 4041012 4840432 13079254 13543085 1291232 2152458 220637 195939 18632135 20731914 5592975 5679824 0 0 5618467 5911828 114864 80497 618927 5340572 5530390 16666878 17202539 1965257 3529375 59922471 66800738 6537080 5397381 53385391 61403357 X THE LINSLY SCHOOL IS A PRIVATE, INDEPENDENT DAY AND BOARDING SCHOOL FOR STUDENTS IN GRADES 5 THROUGH 12. THE COLLEGE PREPARATORY CURRICULUM THAT COMBINES THE TRADITIONAL VALUES OF HARD WORK, RESPECT, HONOR, HONESTY, AND SELF DISCIPLINE WITHIN A CHALLENGING ACADEMIC PROGRAM DESIGNED TO UNLOCK THE POTENTIAL OF EACH STUDENT. 0 0 11615326 5679824 13579095 THE SCHOOL COLLECTS TUITION, ROOM, BOARD, AND OTHER FEES AND PROVIDES FINANCIAL ASSISTANCE TO FAMILIES IN NEED THROUGH FINANCIAL AID. EXPENSES DIRECTLY RELATED TO THE EDUCATIONAL PROGRAM ARE SALARIES, TAXES AND BENEFITS.THE SCHOOL BELIEVES THAT AN EDUCATION INCLUDES MUCH MORE THAN SCHOOL WORK AND OFFERS EXTRA CIRRICULAR ACTIVITIES TO ALL STUDENTS. 2352389 81678 THE SCHOOL'S CAMPUS CONSISTS OF MULTIPLE BUILDINGS, ATHLETIC FIELDS AND HOUSING THAT SUPPORT THE SCHOOL'S MISSION. 13967715 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 150 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 X X THE LINSLY SCHOOL CO GREG MARTIN 3042333260 KNOX LANE WHEELING WV 26003 X KATE PLEMICH TRUSTEE 2.00 X 0 0 0 JOHN BAILEY II TRUSTEE 2.00 X 0 0 0 HARLEY CARROLL TRUSTEE 2.00 X 0 0 0 KERMIT COOK TRUSTEE 2.00 X 0 0 0 WILLIAM GUMMER TRUSTEE 2.00 X 0 0 0 KRISTINE MOLNAR TRUSTEE 2.00 X 0 0 0 LEE PAULL TRUSTEE 2.00 X 0 0 0 ELIZABETH POGGI TRUSTEE 2.00 X 0 0 0 JOHN HOLLOWAY TRUSTEE 2.00 X 0 0 0 ROBERT SINCAVICH TRUSTEE 2.00 X 0 0 0 JAMES SQUIBB TRUSTEE 2.00 X 0 0 0 SUZANNE GAISER TRUSTEE 2.00 X 0 0 0 MICHAEL PURPURA TRUSTEE 2.00 X 0 0 0 SHAWN TURAK TRUSTEE 2.00 X 0 0 0 ALAN BOZICH TRUSTEE 2.00 X 0 0 0 GARY GLESSNER CPA CHAIRMEN 5.00 X 0 0 0 DAVID SIMMONS VICE CHAIRMEN 2.00 X 0 0 0 ANDREW ROCK TREASURER 2.00 X 0 0 0 CHERYL RILEY SECRETARY 2.00 X 0 0 0 JUSTIN ZIMMERMAN HEAD OF SCHOOL 60.00 X 223300 0 25507 223300 0 25507 1 0 1 0 ALADDIN FOODS 16567 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CAFETERIA SERVICE 1124309 KALKREUTH ROOFING & SHEET METAL 53 14TH ST 100 WHEELING WV 26003 ROOFING 241750 COLAIANNI CONSTRUCTION 2141 OH-150 DILLONVALE OH 43917 GENERAL CONTRACTOR 150900 JOHNSON BOILER WORKS INC 53 MARSHALL ST N BENWOOD WV 26031 AC,HEATING, PLUMBING 101614 4 66020 4774412 23693 4840432 TUITION 611710 9730450 9730450 ROOM AND BOARD 611710 3250795 3250795 PAYMENT RELATED FEE INCOME 611710 52938 52938 FEES 611710 18294 18294 490608 490608 13543085 1106250 1106250 38828 0 38828 38828 38828 7690154 6643946 1046208 1046208 1046208 125390 60403 64987 64987 MISCELLANEOUS 611710 92124 18190 73934 92124 20731914 14593373 0 1298109 5679824 5679824 4579003 3442007 799195 337801 88542 54491 24860 9191 922926 739225 114942 68759 321357 241317 55846 24194 30460 30460 80497 80497 343939 343939 106084 106084 43726 43726 193094 56141 121305 15648 723609 723609 15512 9268 6244 114683 114683 672033 661833 10200 164356 164356 AUXILIARY 1349566 1349566 TUITION REMISSION 679420 532520 146900 0 OTHER ADMINISTRATIVE 504980 428387 76593 EDUCATION AND GENERAL 328622 322826 5796 260306 260306 17202539 13967715 2615897 618927 477918 461810 103973 2974308 2921908 3947228 145339 26966 50395 47809 172771 121723 27387327 12844123 13949093 14543204 38516699 38706965 3584163 5926114 212 44611 59922471 66800738 735685 759832 1039044 1073389 2183045 1792602 1734788 965869 844518 805689 6537080 5397381 X 20953455 23629852 32431936 37773505 53385391 61403357 59922471 66800738 X 3529375 3836893 651696 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 34869460 3087061 4757897 -5602999 37111419 28856771 3896874 4280740 -2164926 34869460 25771061 2372280 3422982 -2709552 28856771 30556779 951902 -4563980 1173640 25771061 25076832 890158 6132169 1542380 30556779 0 0 1124426 1124426 21517193 10731217 10785976 1030623 431889 598734 2468258 1660617 807641 1246827 20400 1226427 14543204 POOLED PRIVATE EQUITY 5926114 F 5926114 DEFERRED RENTAL INCOME 805689 805689 18545045 3836893 -6023763 -2186870 20731915 0 20731915 11178776 -6023763 -6023763 17202539 0 17202539 Part III, Line 1a: The School has adopted the policy of not capitalizing any collection items received or obtained for use in the Linsly Museum. No assets are recognized from the acquisition of collection items, which include uniforms, books, and other memorabilia. Generally, all additions to the Linsly Museum are obtained through donations and have no financial significance in relation to the operations of the School. Collection items are included in both in-kind contributions and in-kind goods and services reflected in the Statements of Activities. Part XI, Line 2d - Other Adjustments: INVESTMENT FEES NETTED AGAINST INVESTMENT INCOME -343,939. FINANCIAL AID NETTED AGAINST TUITION INCOME -5,679,824. Part XII, Line 2d - Other Adjustments: INVESTMENT FEES NETTED AGAINST INVESTMENT INCOME -343,939. FINANCIAL AID NETTED AGAINST TUITION INCOME -5,679,824. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 THE LOCAL NEWSPAPERS AND NATIONAL MAGAZINE ADS INCLUDE STANDARD NONDISCRIMITORY DESCRIPTIONS Schedule E, Part I, Line 6 THE SCHOOL RECEIVED $697,806 FROM THE IRS FOR THE ERC. $545,254 FOR A REFUND OF PAYROLL TAXES FOR THE YEAR ENDED JUNE 30, 2021 AND $152,552 IN INTEREST. THE INTEREST WAS ALLOCATED AS FOLLOWS: $2,966 JUNE 30, 2021; $18,982 JUNE 30, 2022; $36,658 JUNE 30, 2023; $47,836 JUNE 30, 2024; $46,110 JUNE 30, 2025. X X X X X 1 BOB CARTER COMPANIES 2145 14th AVENUE SUITE 26 VERO BEACH FL 32960 PAID CONSULTANT 0 0 75400 -75400 75400 -75400 GOLF OUTING 72800 72800 19737 SPRING SOIREE 52040 52040 15676 2 550 550 24990 125390 125390 60403 60403 64987 0 FINANCIAL AID FOR STUDENTS ATTENDING THE SCHOOL FMV TUITION, ROOM, BOARD X 0 0 X X X X 0 0 0 0 0 0 0 0 0 JUSTIN ZIMMERMAN HEAD OF SCHOOL 223300 0 0 0 0 0 6699 0 18808 0 248807 0 0 0 A THE OHIO COUNTY COMMISSION (UNITED BANK) 556009203 2012-10-31 6000000 CONSTRUCTION, RENOVATIONS, REPAIRS, TECHNOLOGY UPDATE 0 0 0 A 4500000 59395 4440605 2014 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 PAULL ASSOCIATES ENTITY OWNED BY TRUSTEE, LEE C PAULL IV 46840 INSURANCE 0 BEYOND MARKETING ENTITY OWNED BY TRUSTEE, JIM SQUIBB 16737 MARKETING AND PROMOTION 0 UNIFIED BANK GARY GLESSNER ON UNIFIED BANK BOARD 36493 INTEREST 0 Form 990, Part VI, Section B, line 11b THE RETURN IS REVIEWED BY THE SCHOOL'S CONTROLLER AND BUSINESS MANAGER PRIOR TO BEING FILED. INTERESTED TRUSTEES ARE PROVIDED A COPY OF THE 990 FOR REVIEW. Form 990, Part VI, Section B, line 12c ANNUAL CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FOR ALL TRUSTEES. Form 990, Part VI, Section B, line 15a PERIODIC REVIEWS OF COMPENSATION AND BENEFITS ARE COMPLETED BY A SPECIAL COMMITTEE Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, POLICIES AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON REQUEST Form 990, Part XI, line 9: PRIOR PERIOD ADJUSTMENT; ERC RECEIVED 651,696.