2025-04-02T10:56:52-05:00 2024-05-31 611064249 Deming Malone Livesay & Ostroff PSC 9300 Shelbyville Road Suite 1100 Louisville KY 402225187 990 2023-06-01 237339248 Meredith-Dunn School Inc MERE 5024565819 3023 Melbourne Avenue Louisville KY 40220 Rebecca Roberts Head of School 5024565819 2025-04-02 1 0 SARAH K ANTLE P01391676 5024269660 2025-03-31 2023 2025-03-06 01:10:19Z X Rebecca Roberts 3023 Melbourne Avenue Louisville KY 40220 3492831 0 X www.meredithdunnschool.org X 1973 KY To provide perspective instruction in a nurturing environment designed to empower students who learn differently in becoming accomplished learners and resilient individuals. 13 13 75 12 0 0 469354 877996 2947938 2569918 1184 2433 304314 22909 3722790 3473256 0 0 0 0 2620967 2693663 0 14785 101943 1017626 884419 3638593 3592867 84197 -119611 3893231 4230843 341784 626998 3551447 3603845 X To provide prescriptive instruction in a nurturing environment desinged to empower students who learn differently in becoming accomplished learners and resilient individuals. 0 0 2478464 2477151 School services - School base distinction specializing in learning differences. 41002 44095 Evaluation - Comprehensive psychoeducational evaluation for students. 34977 56000 Afterschool Care - After school homework help and activities for students needing services after school hours. 19367 22896 Summer School/Tutoring - Tutoring and program help for students during the summer. 19367 22896 2573810 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 5 0 1 75 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X Rebecca Roberts 5024565819 3023 Melbourne Avenue Louisville KY 40220 Steve DeWeese Chair 1.00 X X 0 0 0 Reed Weinberg Vice Chair 1.00 X X 0 0 0 Ray Dickison Treasurer 1.00 X X 0 0 0 Jeff Rogers Secretary 1.00 X X 0 0 0 William Bennett Jr Trustee 1.00 X 0 0 0 Tom Boblitt Trustee 1.00 X 0 0 0 Jan Kottke Trustee 1.00 X 0 0 0 Mark Lichtefeld Trustee 1.00 X 0 0 0 Robin Lusk Trustee 1.00 X 0 0 0 Rory McMahan Trustee 1.00 X 0 0 0 Bill Simpson Trustee 1.00 X 0 0 0 Mollie Gaines Smith Trustee 1.00 X 0 0 0 Alli Truttmann Trustee 1.00 X 0 0 0 Dr Robin Johnstone Head of School 40.00 X 139918 0 11239 Scott Sullivan Business Manager - thru 7.2023 40.00 X 43626 0 2656 Kimberly Luna Director of Finance - eff. 8.2023 40.00 X 20000 0 1200 203544 0 15095 1 0 1 0 Lichtefeld Inc 908 S 8th Street Suite 102 Louisville KY 40203 Construction Contractor 270499 1 200311 677685 877996 Tuition and Fees 611710 2446927 2446927 After School Program 611710 56000 56000 Evaluation 611710 44095 44095 Summer Program 611710 17220 17220 Tutoring 611710 5676 5676 2569918 2993 2993 560 -560 -560 -560 11700 200311 19015 -7315 -7315 Miscellaneous Income 900099 30224 30224 30224 3473256 2600142 0 -4882 220557 220557 2185811 1736665 373764 75382 114983 89502 21598 3883 172312 123338 43207 5767 2845 2845 14785 14785 4002 3075 927 4976 4976 23466 23466 16643 12064 4055 524 221697 199527 22170 28011 28011 177460 159714 17746 44396 44396 Departmental costs 173981 173981 Bad debt 83385 83385 Food 56163 56163 Other 39987 15449 23863 675 7407 7407 3592867 2573810 917114 101943 78424 196157 523014 287681 386851 231449 15012 14361 32087 5032914 1815772 3044096 3217142 1887 0 95913 3893231 4230843 27103 352490 66119 271753 200000 42928 8389 341784 626998 X 3001319 2302376 550128 1301469 3551447 3603845 3893231 4230843 -119611 172009 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 194800 194800 4041395 1516335 2525060 476904 299437 177467 319815 319815 3217142 Operating lease liability 8389 8389 X 3492271 19015 19015 3473256 0 3473256 3611882 19015 19015 3592867 0 3592867 Part X, Line 2: The School is exempt from federal, state and local income taxes as a not-for-profit organization described under section 501(c)(3) of the internal revenue code. The School files an informational tax return in the U.S. Federal Jurisdiction. However, income from certain activities not directly related to the School's tax exempt purpose may be subject to taxation as unrelated business income. As of May 31, 2024 and 2023, the School did not have any accrued interest or penalties related to income tax liabilities, and no interest or penalties have been charged to operations for the years then ended. Part XI, Line 2d - Other Adjustments: Special event direct expenses 19,015. Part XII, Line 2d - Other Adjustments: special event direct expenses 19,015. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Nondiscriminatory policy is displayed on all marketing materials, including the school's website, admissions brochures, etc. It is also evident in student handbooks, employee handbooks and personnel policies. Take Heart Gala 180887 169187 11700 700 13213 500 2392 Color Fun Run 31124 31124 200 423 370 1217 212011 200311 11700 900 423 370 13213 500 3609 19015 -7315 X X 0 0 0 0 0 0 0 0 0 Dr Robin Johnstone Head of School 139918 0 0 0 0 0 3599 0 7640 0 151157 0 0 0 Lichtefeld Inc Company is owned by Board Member and Family 270499 Construction Services 0 Form 990, Part VI, Section B, line 11b A copy of the 990 is provided to the Board of Trustees for review prior to filing the return. Form 990, Part VI, Section B, line 12c All business relationships are monitored by the Head of School for potential conflicts of interest. Form 990, Part VI, Section B, line 15a Compensation for these individuals is reviewed and set by the Finance Committee of the Board of Trustees. Form 990, Part VI, Section C, line 19 The School makes its governing documents, conflict of interest policy and financial statements available to the public upon request.