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Nonprofit · EIN 34-0714451

LAUREL SCHOOL

Tax-exempt · SHAKER HTS, OH 44122

Financials

$26.2M$29.2M2023$31.1M$29.7M2024
Revenue Expenses · by fiscal year end
Financials of LAUREL SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$31,104,358$29,742,468$1,361,890$91,179,965$21,967,369$69,212,596
June 30, 2024990$26,183,828$29,169,506-$2,985,678$87,357,030$19,864,180$67,492,850
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$5,659,622
of which government grants
$609,083
Program service revenue
$20,094,091
Investment income
$5,223,535
Net rental income
$127,110
Net gain from sales of assets
$3,371,784
Other revenue
$127,110

Expenses

Grants and similar amounts paid
$5,670,087
Compensation of officers, directors and key employees
$662,471
Other salaries and wages
$10,566,745
Salaries, compensation and benefits (total)
$15,586,859
Professional fundraising fees
$147,600
Legal fees
$40,757
Occupancy
$961,323
Travel
$253,258
Depreciation
$1,274,142
Program services (functional)
$19,553,712
Management and general (functional)
$9,298,567
Fundraising (functional)
$890,189

Balance sheet and other

Total assets, start of year
$87,357,030
Total assets, end of year
$91,179,965
Total liabilities, end of year
$21,967,369
Net assets, end of year
$69,212,596
Land, buildings and equipment
$29,384,709
Publicly traded securities
$36,755,519
Net assets without donor restrictions
$26,217,173
Net assets with donor restrictions
$42,995,423
Gross unrelated business income
$85,921
Gross receipts
$93,118,246
Employees
353
Volunteers
55
Year formed
1926
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ANN KLOTZHEAD OF SCHOOL
Officer
40$542,625$48,695
HEATHER DALYASSOCIATE HEAD OF SCHOOL
Key employee
40$183,370$28,017
ANDREA AUSPERKCHIEF FINANCIAL OFFICER
Officer
40$149,755$25,992
RACHEL HERLEINASSOCIATE HEAD OF SCHOOL
Highest-paid employee
40$148,641$26,914
ALLISON GRANTDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$136,959$26,022
MARY ANN FLETCHERDIRECTOR OF FACILITIES
Highest-paid employee
40$114,677$17,448
MEGAN WEISKOPFDIRECTOR OF TEACHING AND LEARNING
Highest-paid employee
40$107,972$15,985
ANDREW CRUSEDIRECTOR OF COLLEGE GUIDANCE
Highest-paid employee
40$102,613$15,872
MEGAN LUM MEHALKOCHAIR
Trustee or director, Officer
2$0$0
CAREY JAROSVICE CHAIR
Trustee or director, Officer
2$0$0
SUSAN SHONS LURIASECRETARY
Trustee or director, Officer
2$0$0
BETHANY BRYANTTREASURER
Trustee or director, Officer
2$0$0
SUSAN OPATRNY ALTHANSDIRECTOR
Trustee or director
2$0$0
ZAHRAH AZHARDIRECTOR
Trustee or director
2$0$0
KRISTINE SWAILS BRYANDIRECTOR
Trustee or director
2$0$0
21 more people on this return
NameTitleHours / weekCompensation
GAUSIA CHOWDHURYDIRECTOR
Trustee or director
2$0
VINCE COLEYDIRECTOR
Trustee or director
2$0
MIKE CONWAYDIRECTOR
Trustee or director
2$0
ALISA S T COWENDIRECTOR
Trustee or director
2$0
ANNE R DALTONDIRECTOR
Trustee or director
2$0
KAREN MCCARTAN DESANTISDIRECTOR
Trustee or director
2$0
ERICA LEE MARKUM DENNINGSDIRECTOR
Trustee or director
2$0
TAYLOR GOODMANDIRECTOR
Trustee or director
2$0
APRIL HAWKINSDIRECTOR
Trustee or director
2$0
MARGARET SCHUMANN IPPOLITODIRECTOR
Trustee or director
2$0
KATHLEEN JEAVONSDIRECTOR
Trustee or director
2$0
MICHAEL ANNE JOHNSONDIRECTOR
Trustee or director
2$0
AARON KAMATDIRECTOR
Trustee or director
2$0
MATTHEW KRUGDIRECTOR
Trustee or director
2$0
ANITA J LEEDIRECTOR
Trustee or director
2$0
DAVID MARKOWITZDIRECTOR
Trustee or director
2$0
LYNNE SHEFFLER MEGERIANDIRECTOR
Trustee or director
2$0
CHAUNDRA KING MONDAYDIRECTOR
Trustee or director
2$0
BETH SHEELERDIRECTOR
Trustee or director
2$0
KIM E SIMPSONDIRECTOR
Trustee or director
2$0
SUSAN SCHULZE TAYLORDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 36 people
NameTitleHours / weekCompensationOther / benefits
ANN KLOTZHEAD OF SCHOOL
Officer
40$547,700$67,878
HEATHER DALYASSOCIATE HEAD OF SCHOOL
Key employee
40$183,892$22,453
ANDREA AUSPERKCHIEF FINANCIAL OFFICER
Officer
40$146,654$25,992
RACHEL HERLEINASSOCIATE HEAD OF SCHOOL
Highest-paid employee
40$148,857$20,249
ALLISON GRANTDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$123,055$25,408
MARY ANN FLETCHERDIRECTOR OF FACILITIES
Highest-paid employee
40$110,407$19,032
MEGAN WEISKOPFDIRECTOR OF TEACHING AND LEARNING
Highest-paid employee
40$105,274$14,766
ANDREW CRUSEDIRECTOR OF COLLEGE GUIDANCE
Highest-paid employee
40$102,651$9,041
MEGAN LUM MEHALKOCHAIR
Trustee or director, Officer
2$0$0
CAREY JAROSVICE CHAIR
Trustee or director, Officer
2$0$0
SUSAN SHONS LURIASECRETARY
Trustee or director, Officer
2$0$0
BETHANY BRYANTTREASURER
Trustee or director, Officer
2$0$0
SUSAN OPATRNY ALTHANSDIRECTOR
Trustee or director
2$0$0
ZAHRAH AZHARDIRECTOR
Trustee or director
2$0$0
KRISTINE SWAILS BRYANDIRECTOR
Trustee or director
2$0$0
GAUSIA CHOWDHURYDIRECTOR
Trustee or director
2$0$0
VINCE COLEYDIRECTOR
Trustee or director
2$0$0
MIKE CONWAYDIRECTOR
Trustee or director
2$0$0
ALISA S T COWENDIRECTOR
Trustee or director
2$0$0
ANNE R DALTONDIRECTOR
Trustee or director
2$0$0
KAREN MCCARTAN DESANTISDIRECTOR
Trustee or director
2$0$0
ERICA LEE MARKUM DENNINGSDIRECTOR
Trustee or director
2$0$0
TAYLOR GOODMANDIRECTOR
Trustee or director
2$0$0
APRIL HAWKINSDIRECTOR
Trustee or director
2$0$0
MARGARET SCHUMANN IPPOLITODIRECTOR
Trustee or director
2$0$0
KATHLEEN JEAVONSDIRECTOR
Trustee or director
2$0$0
MICHAEL ANNE JOHNSONDIRECTOR
Trustee or director
2$0$0
AARON KAMATDIRECTOR
Trustee or director
2$0$0
MATTHEW KRUGDIRECTOR
Trustee or director
2$0$0
ANITA J LEEDIRECTOR
Trustee or director
2$0$0
DAVID MARKOWITZDIRECTOR
Trustee or director
2$0$0
LYNNE SHEFFLER MEGERIANDIRECTOR
Trustee or director
2$0$0
CHAUNDRA KING MONDAYDIRECTOR
Trustee or director
2$0$0
BETH SHEELERDIRECTOR
Trustee or director
2$0$0
KIM E SIMPSONDIRECTOR
Trustee or director
2$0$0
SUSAN SCHULZE TAYLORDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
1 LYMAN CIR, SHAKER HTS, OH 44122-2110
In care of
% ANN KLOTZ
Principal officer (990 for 2024)
ANN V KLOTZ, 1 LYMAN CIRCLE, SHAKER HEIGHTS, OH 44122
Signed the 990
ANDREA AUSPERK, CHIEF FINANCIAL OFFICER
Phone
(216) 464-1441
Return prepared by
SIKICH LLC

Mission

THE MISSION OF LAUREL SCHOOL IS TO INSPIRE EACH GIRL TO FULFILL HER PROMISE AND TO BETTER THE WORLD.

990 for the year ended June 30, 2025

Program accomplishments

  • LAUREL SCHOOL FOUDNED IN 1896, IS A NATIONALLY-RECOGNIZED COLLEGE PREPARATORY, INDEPENDENT DAY SCHOOL FOR GIRLS, KIDERGARTEN THROUGH GRADE 12, WITH COEDUCATIONAL EARLY CHILDHOOD PROGRAM. LAUREL SCHOOL HAS TWO CAMPUSES AFFORDING STUDENTS OPPORTUNITIES TO LEARN IN TRADITIONAL SETTINGS SUCH AS LABS, STUDIOS, AND LIBRARIES, AS WELL AS IN OUR UNIQUE ENVIRONMENTAL CLASSROOMS. THE LYMAN CIRCLE CAMPUS IS HOME TO ALL FOUR ACADEMIC DIVISIONS. THE BUTLER CAMPUS HAS EXTENSIVE ATHLETIC FACILITIES AND OPPORTUNITIES FOR OUTDOOR EDUCATION AND LEADERSHIP-BUILDING PROGRAMS. LAUREL SCHOOL HAS APPROXIMATELY 578 STUDENTS ENROLLED IN 2023-24 AND 589 IN 2024-25.
    Expenses $19,553,712 · grants $5,670,087 · revenue $20,094,091

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-0714451
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1940
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B200)
Assets (IRS master file)
$91,179,965
Income (IRS master file)
$93,118,246

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990-TJune 2025–––IRS
990June 2024–––IRS
990-TJune 2024–––IRS
990June 2023$26,038,377$28,535,316$87,463,834IRS
990-TJune 2023–––IRS
990June 2022$34,767,736$25,250,664$86,712,318IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about LAUREL SCHOOL

What is the EIN of LAUREL SCHOOL?
The employer identification number (EIN) of LAUREL SCHOOL is 34-0714451.
Is LAUREL SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
Are donations to LAUREL SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAUREL SCHOOL file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAUREL SCHOOL due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAUREL SCHOOL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of LAUREL SCHOOL?
The 990 for the year ended June 30, 2025 names ANN V KLOTZ.
Who are the officers and directors of LAUREL SCHOOL?
The 990 for the year ended June 30, 2025 lists 36 people; 8 received compensation from the organization, the highest $542,625 (ANN KLOTZ, HEAD OF SCHOOL).
How much revenue does LAUREL SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $31,104,358, expenses of $29,742,468 and total assets of $91,179,965 at year end.

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