2025-03-07T16:44:08-06:00 2024-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2023-07-01 521117092 THE MCLEAN SCHOOL OF MARYLAND INC MCLE 3012998277 8224 LOCHINVER LANE POTOMAC MD 20854 JEFFREY BERMAN ASSOCIATE HEAD OF SCHOOL 3012998277 2025-03-07 1 0 PATRICK M HANTSKE CPA P00440640 4102244920 2025-02-28 2023 2025-03-06 01:10:19Z JEFFREY BERMAN 8224 LOCHINVER LANE POTOMAC MD 20854 33020433 0 X WWW.MCLEANSCHOOL.ORG X 1978 MD PRIVATELY FUNDED, FULL SCOPE, COLLEGE PREPARATORY EDUCATIONAL INSTITUTION DEDICATED TO THE EDUCATION OF STUDENTS FROM KINDERGARTEN THROUGH GRADE 12. 17 17 225 158 0 0 3908194 1650238 27680733 28058703 115693 605601 208932 124643 31913552 30439185 5900368 6155191 0 0 15457964 16265545 0 0 603472 7306895 7794099 28665227 30214835 3248325 224350 34902671 37581415 31904952 34127274 2997719 3454141 MCLEAN SCHOOL'S SMALL CLASSES AND ABILITIES MODEL PREPARE BRIGHT STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADE, INCLUDING THOSE WITH DYSLEXIA, ANXIETY, AND ATTENTION ISSUES, FOR COLLEGE SUCCESS. 0 0 24091853 6155191 28095947 MCLEAN SCHOOL'S MISSION IS TO MAKE EDUCATION ACCESSIBLE, STIMULATING, AND MEANINGFUL TO A BROAD RANGE OF BRIGHT K-12 LEARNERS. WE UNDERSTAND EACH STUDENT'S UNIQUE STRENGTHS AND CHALLENGES, AND SUPPORT BOTH IN A WAY THAT FOSTERS INTELLECTUAL GROWTH AS WELL AS CONFIDENCE, SELF-ADVOCACY, EMPATHY, AND CONNECTION. AT MCLEAN, STUDENTS SUCCEED BECAUSE THEY LEARN HOW TO LEARN IN A COMMUNITY OF CARING TEACHERS AND PEERS. 24091853 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 225 1 0 0 0 0 0 1 1 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 1 0 MD X THE MCLEAN SCHOOL OF MARYLAND INC 2403952454 8224 LOCHINVER LANE POTOMAC MD 20854 LESLI CREEDON BOARD MEMBER 2.00 X 0 0 0 JOHN YONEMOTO TREASURER 2.00 X X 0 0 0 JAMES CIGLIANO CHAIR 2.00 X X 0 0 0 MYA FISHER BOARD MEMBER 2.00 X 0 0 0 HARRIS BERGMAN BOARD MEMBER 2.00 X 0 0 0 FAIZA EL-HIBRI BOARD MEMBER 2.00 X 0 0 0 LEAH LARSON-RABIN BOARD MEMBER 2.00 X 0 0 0 DEV TALVADKAR BOARD MEMBER 2.00 X 0 0 0 MARY A MURPHY SECRETARY 2.00 X X 0 0 0 JENNIFER ANOPOLSKY VICE CHAIR 2.00 X X 0 0 0 MARK GRANADA BOARD MEMBER 2.00 X 0 0 0 MATTHEW MCNALLY BOARD MEMBER 2.00 X 0 0 0 JOY RUSSELL BOARD MEMBER 2.00 X 0 0 0 JEREMY DRESNER BOARD MEMBER 2.00 X 0 0 0 BETHY ISING BOARD MEMBER 2.00 X 0 0 0 JENNIFER WALSH BOARD MEMBER 2.00 X 0 0 0 BRIAN JACOBSON PRESIDENT OF PARENTS ASSOCIATION 2.00 X X 0 0 0 MEREDITH SHEARS BOARD MEMBER 2.00 X 0 0 0 JEFFREY BERMAN ASSOCIATE HEAD OF SCHOOL 37.50 X 292928 0 52219 MELISSA GRAY-HUGHES ASSOCIATE HEAD OF SCHOOL 37.50 X 249164 0 43735 JENNIFER WHICHARD INTERIM HEAD OF LOWER SCHOOL 37.50 X 180825 0 15000 DAVID ROTH HEAD OF MIDDLE SCHOOL 37.50 X 163172 0 20088 CHAPIN MILLER HEAD OF UPPER SCHOOL 37.50 X 144024 0 25944 CATHERINE SWIFT PATTERSON DIRECTOR OF ADMISSION 37.50 X 135890 0 27938 ROBERT EDWARDS DIRECTOR OF COMMUNITY INCLUSION AND EXTERNAL RELAT 37.50 X 138631 0 12933 DAMON V PERRY II DIRECTOR OF ATHLETIC DEPARTMENT 37.50 X 117411 0 18674 GLEN PEDERSEN DIRECTOR OF FACILITY 37.50 X 112686 0 20673 MICHAEL SAXENIAN FORMER HEAD OF SCHOOL 37.50 X 243665 0 14618 1778396 0 251822 21 1 1 0 COUGHLIN TRANSPORTATION 7961 QUEENAIR DR GAITHERSBURG MD 20879 TRANSPORTATION 1160593 MONTGOMERY COUNTY PUBLIC SCHOOLS DIVISION OF CONTROLLER ROCKVILLE MD 20850 LEASING SERVICES 603461 WASHINGTON HEBREW CONGREGATION 11810 FALLS ROAD POTOMAC MD 20854 LEASING SERVICES 484372 CTI III LLC 1720 PRAIRIE CITY RD FOLSOM CA 95630 ERC CONSULTANT 328546 COMPUTERWARE INC 8480 I TYCO RD VIENNA VA 22182 IT MANAGEMENT 192859 10 21450 1628788 1650238 TUITION AND RELATED FEES 611110 26337801 26337801 AUXILIARY SERVICES 611710 1301070 1301070 SUMMER PROGRAM 611710 360020 360020 PARENT ASSOCIATION 611710 59812 59812 28058703 544212 544212 18200 0 18200 18200 18200 2572185 2510796 61389 61389 61389 157851 21450 70452 87399 87399 MISCELLANEOUS 611710 19044 19044 19044 30439185 28095947 0 693000 6155191 6155191 826863 640405 164794 21664 11773815 9118523 2346956 308336 325739 294334 27756 3649 2404267 1767717 576027 60523 934861 719975 187686 27200 36068 27935 7188 945 63979 49552 12751 1676 262568 203359 52330 6879 558489 552621 5868 701425 403586 268332 29507 1082180 844100 205615 32465 1057980 1057980 815380 631493 162533 21354 579185 448565 115452 15168 98133 76002 19561 2570 EDUCATION EXPENSES 880458 789941 90517 REPAIRS AND MAINTENANCE 823569 358757 451013 13799 PROFESSIONAL DEVELOPMEN 324187 189218 125154 9815 ANCILLARY 270825 270825 239673 44395 153224 42054 30214835 24091853 5519510 603472 500 500 7052164 6571615 22947 1222420 82099 6092 3403 187850 328515 24656886 11549433 12826551 13107453 8313557 9878976 5293537 7585907 34902671 37581415 1554656 1555540 9982726 9865525 11476071 11568454 8891499 11137755 31904952 34127274 X 1764565 1108206 1233154 2345935 2997719 3454141 34902671 37581415 224350 232072 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1066868 1066928 102416 97561 2138651 985408 81460 1066868 1138659 -153251 985408 1138659 8686 8686 1138659 138659 1000000 2368 2368 1138659 0.00000 1.00000 0 0 23005013 10212728 12792285 1588173 1336705 251468 63700 63700 13107453 DEFERRED COMPENSATION ASSET 54325 OPERATING RIGHT OF USE ASSET 7531582 7585907 DEFERRED COMPENSATION PAYABLE 54325 OPERATING RIGHT OF USE LIABILITY 11083430 11137755 X 24516066 232072 232072 24283994 6155191 6155191 30439185 24059644 0 24059644 6155191 6155191 30214835 PART V, LINE 4: NEED-BASED SCHOLARSHIPS TO STUDENTS PART X, LINE 2: THE SCHOOL ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE SCHOOL DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE SCHOOL'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NEED-BASED SCHOLARSHIPS 6,155,191. PART XII, LINE 4B - OTHER ADJUSTMENTS: NEED-BASED SCHOLARSHIPS 6,155,191. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS STATED IN ADVERTISEMENTS, ADMISSION MATERIALS, PARENT AND STUDENT HANDBOOK, AND EMPLOYEE HANDBOOK. GALA / AUCTION 179301 21450 157851 48030 13611 8811 179301 21450 157851 48030 13611 8811 70452 87399 1 NEED-BASED SCHOLORSHIPS TO STUDENTS 242 6155191 FMV FINANCIAL AID PART I, LINE 2: THE SCHOOL HAS A FINANCIAL ASSISTANCE COMMITTEE THAT IS RESPONSIBILE FOR DISBURSING BOARD APPROVED NEED-BASED SCHOLARSHIPS TO STUDENTS TO REDUCE THEIR TUITION COSTS. X 1 0 X X X X X 0 1 0 0 0 0 0 0 0 JEFFREY BERMAN ASSOCIATE HEAD OF SCHOOL 292928 0 0 0 0 0 35453 0 16766 0 345147 0 0 0 MELISSA GRAY-HUGHES ASSOCIATE HEAD OF SCHOOL 249164 0 0 0 0 0 33579 0 10156 0 292899 0 0 0 MICHAEL SAXENIAN FORMER HEAD OF SCHOOL 243665 0 0 0 0 0 7875 0 6743 0 258283 0 0 0 JENNIFER WHICHARD INTERIM HEAD OF LOWER SCHOOL 180825 0 0 0 0 0 7335 0 7665 0 195825 0 0 0 DAVID ROTH HEAD OF MIDDLE SCHOOL 163172 0 0 0 0 0 6705 0 13383 0 183260 0 0 0 CHAPIN MILLER HEAD OF UPPER SCHOOL 144024 0 0 0 0 0 3785 0 22159 0 169968 0 0 0 CATHERINE SWIFT PATTERSON DIRECTOR OF ADMISSION 135890 0 0 0 0 0 5779 0 22159 0 163828 0 0 0 ROBERT EDWARDS DIRECTOR OF COMMUNITY INCLUSION AND 138631 0 0 0 0 0 5642 0 7291 0 151564 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE PROVIDED TO HEAD OF SCHOOL. PART I, LINE 4B JEFFREY BERMAN AND MELISSA GRAY, ASSOCIATE HEADS OF SCHOOL, PARTICIPATED IN A 457 F PLAN OFFERED BY THE SCHOOL. THE SCHOOL CONTRIBUTED 25,000 INTO EACH 457 F PLAN DURING THE FISCAL YEAR ENDING JUNE 30, 2024. A MONTGOMERY COUNTY MARYLAND 2019-01-11 12000000 FINANCE AND REFINANCE COSTS OF RENOVATIONS AND UPGRADES OF SCHOOL CAMPUS 0 0 0 A 12000000 277823 2019 0 1 1 1 A 0 0 0 0 0 0 0 0 0 A 0 MATTHEW MCNALLY BOARD MEMBER 48650 FINANCIAL AID FINANCIAL AID JOY RUSSELL BOARD MEMBER 40425 FINANCIAL AID FINANCIAL AID FORM 990, PART VI, SECTION B, LINE 11B THE ASSISTANT HEAD OF SCHOOL REVIEWS THE 990 AND THEN FORWARDS IT TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL. THE 990 IS THEN CIRCULATED TO ALL TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE OF THE BOARD REVIEWS DISCLOSURES AND DETERMINES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS, AND WHETHER OR NOT SUCH CONFLICT MATERIALLY AND ADVERSELY AFFECTS THE INTERESTS OF THE SCHOOL. THE MEMBER OF THE BOARD WHOSE POTENTIAL CONFLICT IS UNDER REVIEW MAY NOT DEBATE, VOTE, OR OTHERWISE PARTICIPATE IN SUCH DETERMINATION. IF THE AUDIT COMMITTEE DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST DOES EXIST, IT IS REFERRED TO THE FULL BOARD OF TRUSTEES, WHICH DETERMINES AN APPROPRIATE REMEDY PURSUANT TO THE PROCEDURES SET FORTH IN THE CONFILICT OF INTEREST COMPLIANCE AND RESOLUTION PROCEDURES. SUCH REMEDY MAY INCLUDE THE RECUSAL OF THE CONFLICTED MEMBER OF THE BOARD FROM CERTAIN MATTERS PENDING BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS SET ANNUALLY BY THE BOARD CHAIR IN CONSULTATION WITH OTHER MEMBERS OF THE BOARD, PURSUANT TO THE PARAMETERS ESTABLISHED IN THE HEAD OF SCHOOL'S CONTRACT. IN FORMULATING THAT CONTRACT THEY REVIEW OTHER LEVELS OF COMPENSATION AMOUNG PEERS, GEOGRAPHY, SIZE OF SCHOOL, AND LENGTH OF SERVICE WHEN SETTING THE LEVEL OF COMPENSATION. THE ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON (AISGW) PUBLISHES THIS DATA FOR ALL INDEPENDENT SCHOOLS IN THE DC AREA. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND 990 ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART XII LINE 2 C FINANCIAL STATEMENTS AND REPORTING THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION OF THE INDEPENDENT AUDITOR PROCESS FROM THE PRIOR YEAR.