2024-10-29T13:23:13-05:00 2024-06-30 471352305 O'CONNELL & COMPANY LLC 165 TOWNSHIP LINE ROAD SUITE 1100 JENKINTOWN PA 190461350 990 2023-07-01 231352619 THE BALDWIN SCHOOL BALD 6105252700 701 MONTGOMERY AVENUE BRYN MAWR PA 19010 BRIAN LORIGAN CFO 6105252700 2024-10-29 1 1 ROBERT J MCNAMEE CPA P01428150 2158874425 2024-10-29 2023 2024-10-15 13:58:12Z BRIAN LORIGAN 701 MONTGOMERY AVENUE BRYN MAWR PA 19010 26785354 0 X BALDWINSCHOOL.ORG X 1888 PA THE BALDWIN SCHOOL, AN INDEPENDENT COLLEGE PREPARATORY SCHOOL, DEVELOPS TALENTED GIRLS INTO CONFIDENT YOUNG WOMEN WITH VISION, GLOBAL UNDERSTANDING AND THE COMPETENCY TO MAKE SIGNIFICANT AND ENDURING CONTRIBUTIONS TO THE WORLD. THE SCHOOL NURTURES OUR STUDENTS' PASSION FOR INTELLECTUAL RIGOR IN ACADEMICS, CREATIVITY IN THE ARTS AND COMPETITION IN ATHLETICS, FORMING WOMEN CAPABLE OF LEADING THEIR GENERATION WHILE LIVING BALANCED LIVES. 29 27 265 197 0 0 5487026 3256711 20918858 21224707 681614 1162776 768354 831693 27855852 26475887 3176730 3232615 0 0 14405852 15243501 0 0 1394884 7349365 7740114 24931947 26216230 2923905 259657 80554802 83744055 19126574 18442171 61428228 65301884 X THE BALDWIN SCHOOL, AN INDEPENDENT COLLEGE PREPARATORY SCHOOL, DEVELOPS TALENTED GIRLS INTO CONFIDENT YOUNG WOMEN WITH VISION, GLOBAL UNDERSTANDING AND THE COMPETENCY TO MAKE SIGNIFICANT AND ENDURING CONTRIBUTIONS TO THE WORLD. THE SCHOOL NURTURES OUR STUDENTS' PASSION FOR INTELLECTUAL RIGOR IN ACADEMICS, CREATIVITY IN THE ARTS AND COMPETITION IN ATHLETICS, FORMING WOMEN CAPABLE OF LEADING THEIR GENERATION WHILE LIVING BALANCED LIVES. 0 0 20773975 3232615 21224707 PRIVATE SCHOOL EDUCATION TO GIRLS IN GRADES PRE-K THROUGH 12. 20773975 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 117 0 1 265 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X BRIAN LORIGAN 6105252700 701 MONTGOMERY AVENUE BRYN MAWR PA 19010 MARJE ARMSTRONG TRUSTEE 2.00 X 0 0 0 TOM BACHRACH TRUSTEE 2.00 X 0 0 0 DARREN BRAMEN TRUSTEE 2.00 X 0 0 0 LOUIS CAPANO TRUSTEE 2.00 X 0 0 0 KATAYOUN COPELAND TRUSTEE 2.00 X 0 0 0 SCOTT DEITZ TRUSTEE 2.00 X 0 0 0 REBECCA FRANK BURNETT PRESIDENT BSPA 2.00 X 0 0 0 PONTEA FAZELI DIXON TRUSTEE 2.00 X 0 0 0 LINDSAY DAVIS FACULTY TRUSTEE 2.00 X 0 0 0 SHAYNA FADER ALUMNAE LEADERSHIP COUNCIL 2.00 X X 0 0 0 KIM HEUER TRUSTEE 2.00 X 0 0 0 THOMAS HEVERIN TRUSTEE 2.00 X 0 0 0 RACHEL FUNK JENKINS HONORARY TRUSTEE 2.00 X 0 0 0 SHARON SIMKISS MERHIGE TRUSTEE 2.00 X 0 0 0 JOHN KARAMATSOUKAS TRUSTEE 2.00 X 0 0 0 RACHEL DEAN MATTHEWS TRUSTEE 2.00 X 0 0 0 MARTHA ORTIZ TREASURER 2.00 X X 0 0 0 SEJITA PAGE SECRETARY 2.00 X X 0 0 0 JOHN PEARLSTEIN TRUSTEE 2.00 X 0 0 0 LYNNE MACZIEWSKI HEAD OF SCHOOL 40.00 X X 196124 0 4375 JULIA PUDLIN TRUSTEE 2.00 X 0 0 0 ALICIA ROEBUCK TRUSTEE 2.00 X 0 0 0 SAMUEL R SCOTT SENIOR TRUSTEE 2.00 X 0 0 0 AMY SOBEL TRUSTEE 2.00 X 0 0 0 BLAIR D STAMBAUGH HONORARY TRUSTEE 2.00 X 0 0 0 RACHEL STERN VICE CHAIR 2.00 X X 0 0 0 PATRICIA WEISER CHAIR OF THE BOARD 2.00 X X 0 0 0 FRED DIBONA TRUSTEE 2.00 X 0 0 0 GENE PRATTER TRUSTEE 2.00 X 0 0 0 SANJEEV SWAMI TRUSTEE 2.00 X 0 0 0 MWANASHA VANWRIGHT TRUSTEE 2.00 X 0 0 0 CHRISTOPHER DWYER CHIEF FINANCIAL OFF 40.00 X 153889 0 8572 LAURA ARMSTRONG CHIEF DEVELOPMENT OF 40.00 X 170961 0 7910 MADELINE PERRY DIRECTOR OF SQUASH 40.00 X 155750 0 4101 DIANNA COLLINS CHIEF ENROLLMENT OFF 40.00 X 154610 0 10820 SHAUNA CARTER DIR OF MIDDLE SCHOOL 40.00 X 150692 0 4406 QUENBY FRIMET LS DIRECTOR 40.00 X 135566 0 4013 MARISA PORGES FORMER HEAD OF SCHOOL 40.00 X 430096 0 11300 1547688 0 55497 15 1 1 0 0 3256711 3256711 TUITION AND FEES 611600 21224707 21224707 21224707 1162776 1162776 63879 184943 -121064 -121064 -121064 278010 124524 153486 153486 AUXILIARY ENTERPRISES 611710 799271 799271 799271 26475887 21224707 0 1994469 3232615 3232615 767012 150750 465512 150750 11644688 9839639 1266963 538086 435980 350928 60856 24196 1467282 1181040 204809 81433 928539 717219 162553 48767 70629 70629 58916 58916 212037 212037 224047 195593 22763 5691 305360 266580 31024 7756 188624 69401 79025 40198 588652 588652 1699918 1484029 172712 43177 261079 227922 26526 6631 PLANT, OPERATIONS AND M 1518984 1326073 154329 38582 GENERAL SUPPLIES AND EX 838324 498898 209770 129656 UTILITIES 555811 485223 56470 14118 TRAVEL AND TRANSPORTATI 363075 290495 48358 24222 854658 457570 155467 241621 26216230 20773975 4047371 1394884 14786756 14796419 833797 652659 21014 34729 99461 140422 413961 515584 46153956 20095031 27214421 26058925 36699427 41028313 485965 517004 80554802 83744055 2623646 2814970 4183146 4766905 11255113 10585542 1064669 274754 19126574 18442171 X 26111939 26298580 35316289 39003304 61428228 65301884 80554802 83744055 X 259657 3808938 -194939 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35221681 174097 4449273 637510 39207541 29829155 3037397 2943624 588495 35221681 32366778 1981375 -4032133 486865 29829155 18382532 7542461 6848195 406410 32366778 16968942 2072068 207319 865797 18382532 0.07140 0.92860 0 0 1375065 1375065 43566494 19438258 24128236 1212397 656773 555624 26058925 GIFT ANNUITY LIABILITY 274754 274754 X 27042214 3808938 -3427554 381384 26660830 -184943 -184943 26475887 23168558 184943 184943 22983615 3232615 3232615 26216230 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS WERE ESTABLISHED TO FUND SCHOLARSHIPS, FACULTY ENHANCEMENT, AND OTHER PROGRAM EXPENSES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE SCHOOL HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,232,615. INCREASE IN VALUE OF INTEREST RATE SWAP 128,909. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 31,039. LOSS ON EXTINGUISHMENT OF DEBT -354,887. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE -184,943. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 184,943. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,232,615. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN LOCAL NEWSPAPER AND ON THE SCHOOL'S WEBSITE. GALA 268116 268116 122301 268116 268116 122301 122301 145815 1 FINANCIAL AID 160 3232615 BOOK FINANCIAL AID X 1 0 0 0 0 0 0 0 0 0 0 MARISA PORGES FORMER HEAD OF SCHOOL 237096 0 193000 0 0 0 0 0 11300 0 441396 0 0 0 LYNNE MACZIEWSKI HEAD OF SCHOOL 196124 0 0 0 0 0 0 0 4375 0 200499 0 0 0 LAURA ARMSTRONG CHIEF DEVELOPMENT OF 170961 0 0 0 0 0 0 0 7910 0 178871 0 0 0 DIANNA COLLINS CHIEF ENROLLMENT OFF 154610 0 0 0 0 0 0 0 10820 0 165430 0 0 0 CHRISTOPHER DWYER CHIEF FINANCIAL OFF 153889 0 0 0 0 0 0 0 8572 0 162461 0 0 0 MADELINE PERRY DIRECTOR OF SQUASH 155750 0 0 0 0 0 0 0 4101 0 159851 0 0 0 SHAUNA CARTER DIR OF MIDDLE SCHOOL 150692 0 0 0 0 0 0 0 4406 0 155098 0 0 0 A MC INDUSTRIAL DEVELOPMENT AUTHORITY 2023-12-28 11307500 REFINANCE 0 0 0 A 552500 11307500 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS AND UPDATES THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S SALARY IS APPROVED BY A COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS THE SALARY AND LOOKS AT COMPARABLE DATA TO DETERMINE SALARY RATES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 31,039. CHANGE IN VALUE OF INTEREST RATE SWAP LIABILITY 128,909. LOSS ON EXTINGUISHMENT OF DEBT -354,887.