2024-05-10T13:20:31-05:00 2023-06-30 060903326 WHITTLESEY PC 14 BOBALA RD HOLYOKE MA 01040 990 2022-07-01 042163044 STONELEIGH-BURNHAM SCHOOL STON 4137742711 574 BERNARDSTON ROAD GREENFIELD MA 01301 ANNETTE CAZENAVE TREASURER 4137742711 2024-05-09 1 ANNETTE CAZENAVE 999009999 0 THOMAS DOWLING P01232667 4135363970 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNETTE CAZENAVE 574 BERNARDSTON ROAD GREENFIELD MA 01301 8023970 0 X SBSCHOOL.ORG X 1869 MA ACADEMIC COMMUNITY THAT INSPIRES GIRLS TO PURSUE MEANINGFUL LIVES BASED ON HONOR AND RESPECT. 17 17 172 0 0 0 1949259 1385170 5113923 5165873 103797 20991 72664 1451936 7239643 8023970 1510409 1414813 0 0 4501450 4895877 0 0 1068027 2345229 2950110 8357088 9260800 -1117445 -1236830 8586592 8106734 4098595 4803371 4487997 3303363 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 6462768 1414813 6617809 STONELEIGH-BURNHAM SCHOOL IS AN ACADEMIC COMMUNITY THAT FOSTERS AN INTERNATIONAL PERSPECTIVE. STONELEIGH-BURNHAM SCHOOL OFFERS THE INTERNATIONAL BACCALAUREATE (IB) DIPLOMA. IN ADDITION, STONELEIGH-BURNHAM HAS AN EQUESTRIAN PROGRAM OFFERING THE BRITISH HORSE SOCIETY (BHS) CERTIFICATION. 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. 6462768 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 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 17 0 1 172 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 SUSANNAH WELLS TRUSTEE 1.00 X 0 0 0 SHARON LEWIS GAFFEY TRUSTEE 1.00 X 0 0 0 GRAYDON VIGNEAU JR TRUSTEE 1.00 X 0 0 0 LESLIE POWERS 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 MARY MALONEY CHAIR 1.00 X X 0 0 0 DR DENISE BRUNER TRUSTEE 1.00 X 0 0 0 DARCY TARBELL TRUSTEE 1.00 X 0 0 0 STEPHANIE KROFT TRUSTEE 1.00 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 ANNE QUANTRELL DENNEN TRUSTEE 1.00 X 0 0 0 ALLISON PORTER TRUSTEE 1.00 X 0 0 0 BRUCE WILLIAM SCOTT TRUSTEE 1.00 X 0 0 0 STEPHANIE LUEBBERS HEAD OF SCHOOL (FORMER) 40.00 X 193562 0 16250 LAURIE LAMBERT HEAD OF SCHOOL 40.00 X 0 0 0 BRYANT MORGAN DIRECTOR OF FINANCE (FORME 40.00 X 123840 0 3688 317402 0 19938 2 0 1 0 0 1385170 1385170 TUITION,ROOM & BOARD 900099 4342175 4342175 RIDING PROGRAM 611710 333669 333669 SUMMER PROGRAM 611710 266009 266009 FEES & SERVICES 611710 224020 224020 5165873 20991 20991 MISCELLANEOUS REVENUE 900099 1451936 1451936 1451936 8023970 6617809 0 20991 1414813 1414813 346287 324772 21515 3763441 2765825 421425 576191 139585 93940 25344 20301 305920 205883 55545 44492 340644 229252 61850 49542 9779 9779 24000 24000 379029 45936 193511 139582 85395 11449 73946 4777 4777 129244 49249 79045 950 561606 476556 56915 28135 63158 10414 1032 51712 131747 131747 355819 301934 36060 17825 155207 155207 RIDING 291008 291008 FOOD SERVICES 252959 252959 SUMMER PROGRAMS 231144 231144 BAD DEBT EXPENSE 97995 97995 177243 77629 55778 43836 9260800 6462768 1730005 1068027 4569 3724 1093382 713081 370290 566493 10642 8068 34674 33691 149463 115651 14002756 9938585 4186600 4064171 2736972 2601855 8586592 8106734 470200 396289 2002590 3306483 1625805 1100599 4098595 4803371 X 1153851 644336 3334146 2659027 4487997 3303363 8586592 8106734 -1236830 52196 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2736972 208304 73187 208304 2810159 3375939 -415052 220881 3034 2736972 2968939 22374 560491 175865 3375939 2938925 69510 110004 149500 2968939 2314927 640391 149315 165708 2938925 1.00000 0 0 138243 138243 10433550 7433119 3000431 1910293 1640624 269669 1520670 864842 655828 4064171 ADVANCE TUITION DEPOSITS 1100599 1100599 6661353 52196 52196 6609157 1414813 1414813 8023970 7845987 0 7845987 1414813 1414813 9260800 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 1,414,813. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION REMISSION 1,414,813. 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 68 1414813 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 STEPHANIE LUEBBERS HEAD OF SCHOOL (FORMER) 193562 0 0 0 0 0 0 0 16250 0 209812 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. 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.