2025-04-21T12:38:30-05:00 2024-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-07-01 310977200 WELLINGTON SCHOOL WELL 6144577883 3650 REED ROAD COLUMBUS OH 43220 KELLY HEINEIKE CONTROLLER 6144577883 2025-04-21 1 0 KATHY M MOSELEY P00116760 6142211120 2025-04-21 2023 2025-03-06 01:10:19Z ELIZA MCLAREN 3650 REED ROAD COLUMBUS OH 43220 23803225 0 X WWW.WELLINGTON.ORG X 1988 OH WE HELP STUDENTS FIND THEIR PURPOSE AND REALIZE THEIR POTENTIAL FOR TOMORROW'S WORLD. 18 18 263 125 0 0 5108900 3617112 19116585 19770794 134072 402460 -8690 12859 24350867 23803225 2350697 2420627 0 0 11803085 12618978 0 0 153401 7138469 7673315 21292251 22712920 3058616 1090305 43599011 41370448 12806174 8947032 30792837 32423416 X THE WELLINGTON SCHOOL IS AN INDEPENDENT, COEDUCATIONAL, PRESCHOOL THROUGH 12, COLLEGE-PREPARATORY DAY SCHOOL DEDICATED TO PREPARING CITIZENS WHO ACHIEVE, LEAD AND FIND FULFILLMENT IN THE GLOBAL COMMUNITY. THE WELLINGTON FAMILY EXPECTS INTEGRITY, FOSTERS MUTUAL RESPECT, EMBRACES DIVERSITY, INSPIRES EACH PERSON TO DISCOVER AND STRIVE TO MEET HIS OR HER UNIQUE POTENTIAL, AND CELEBRATES EXCELLENCE IN CHARACTER, ACADEMICS, THE ARTS AND ATHLETICS. 0 0 17442838 2420627 19633267 AN INDEPENDENT, COEDUCATIONAL, PRESCHOOL THROUGH 12, COLLEGE PREPARATORY DAY SCHOOL WITH AN ENROLLMENT OF 711 STUDENTS. 175238 0 137527 THE WELLINGTON INITIATIVE IS A PROGRAM DESIGNED TO MONITOR STUDENT ENGAGEMENT THROUGH TECHNOLOGICAL MEANS. SOFTWARE WAS DESIGNED FOR THE PURPOSE OF ALLOWING TEACHERS TO PINPOINT THE NEEDS OF THEIR STUDENTS. FEEDBACK IS GATHERED FROM STUDENTS 6 TIMES A YEAR, AND THE DATA IS THEN PROCESSED TO GIVE EDUCATORS NECESSARY INFORMATION TO BUILD UPON THEIR CURRENT METHODOLOGY. THIS SOFTWARE IS DISTRIBUTED TO OTHER EDUCATIONAL ESTABLISHMENTS. 17618076 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 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 53 0 1 263 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X ELIZA MCLAREN 6144577883 3650 REED ROAD COLUMBUS OH 432204800 X MARY AUGSBURGER TRUSTEE 2.50 X 0 0 0 TUCKER BOHM TRUSTEE 2.50 X 0 0 0 GERRI BRAND TRUSTEE 2.50 X 0 0 0 JIM CROFT CHAIR 2.50 X X 0 0 0 LISA EDWARDS TRUSTEE 2.50 X 0 0 0 SHARI HICKS-GRAHAM SECRETARY 2.50 X X 0 0 0 SAAMI KALULE-SABITI TRUSTEE 2.50 X 0 0 0 STANLEY LAN TRUSTEE 2.50 X 0 0 0 CATHY LANNING TRUSTEE 2.50 X 0 0 0 TED MANLEY PAST CHAIR 2.50 X 0 0 0 SOPHA MOHR TRUSTEE 2.50 X 0 0 0 JACOB ROBINSON TRUSTEE 2.50 X 0 0 0 MATT SCANTLAND VICE CHAIR 2.50 X X 0 0 0 MICHELLE SCANTLAND TRUSTEE 2.50 X 0 0 0 JOANNE STRASSER TRUSTEE 2.50 X 0 0 0 ANDY THOMAS MD TREASURER 2.50 X X 0 0 0 BEN THOMPSON TRUSTEE 2.50 X 0 0 0 BOB WHEELER TRUSTEE 2.50 X 0 0 0 LAURIE BETH SWEENEY CXO 40.00 X 169041 0 45064 JEFF TERWIN HEAD OF SCHOOL (THRU 6/30/24) 40.00 X 318417 0 29651 RISHIKESH RAGHUNATHAN HEAD OF UPPER SCHOOL 40.00 X 124548 0 43373 LINDSEY SMITH COO 40.00 X 149501 0 31822 JOHN KRUZAN DIRECTOR OF IT 40.00 X 173504 0 18611 KELLY HEINEIKE DIRECTOR OF BUSINESS OPERA 40.00 X 116016 0 23364 SHELLEY BROWN HEAD OF EARLY CHILDHOOD 40.00 X 116132 0 33138 1167159 0 225023 7 0 1 0 ALADDIN FOOD MANAGEMENT SERVICES LL 21 ARMORY DR WHEELING WV 26603 DINNING ROOM MGT 752692 LEGACY COMMERCIAL CLEANING LLC 2475 SCIOTO HARPER DR COLUMBUS OH 43204 CLEANING CREW 192018 JSI JANITORIAL LLC TOTAL 4830 E 49TH STREET CLEVELAND OH 44125 CLEANING CREW 137595 3 867211 2749901 3617112 TUITION AND FEES 611600 18731757 18731757 AUXILIARY SERVICES 611710 901510 901510 WELLINGTON INITIATIVE 611710 137527 137527 19770794 402460 402460 MISCELLANEOUS INCOME 611600 12859 12859 12859 23803225 19770794 0 415319 2420627 2420627 562173 562173 9570391 7710743 1859648 429879 334869 95010 1278090 967649 310441 778445 583514 194931 13788 13788 850671 850671 135761 135761 145356 8490 136866 297997 256277 38740 2980 37703 37703 86776 83761 3015 149927 149927 1606177 1381312 208803 16062 91270 91270 AUXILIARY SERVICES 1772720 1772720 INSTR SUPPLIES/RELATED 735729 732911 2818 TUITION REMISSION 689850 689850 CLEANING SERVICES 408589 351387 57202 651001 323966 192676 134359 22712920 17618076 4941443 153401 179155 312400 7625825 3700307 320198 1948785 46720 26850 347996 324515 43563870 18360662 25455244 25203208 4766768 4428430 4857105 5425953 43599011 41370448 2177349 1789665 6792108 7157367 3836717 0 12806174 8947032 X 28761468 28252739 2031369 4170677 30792837 32423416 43599011 41370448 X 1090305 -28574 568848 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1705880 319009 323767 38113 2310543 1535931 400 197939 11500 16890 1705880 1806910 400 -244171 10500 1572 15136 1535931 1486584 400 341949 22023 1806910 1437361 5050 75423 31250 1486584 0.18330 0.43310 0.38360 1 0 1498586 1498586 39907028 17442629 22464399 2158256 918033 1240223 25203208 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 5425953 5425953 X 21233022 -28574 -2541629 -2570203 23803225 0 23803225 19602443 0 19602443 3110477 3110477 22712920 PART V, LINE 4: THE ENDOWMENT FUNDS EARNINGS ARE RESTRICTED TOWARDS USE OF FACULTY SALARIES, FINANCIAL AID, AND MISCELLANEOUS ITEMS DESIGNATED BY THE DONOR. PART X, LINE 2: THE SCHOOL HAS ADOPTED THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION RELATING TO UNCERTAIN TAX POSITIONS. THE SCHOOL DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 621,662. INTEREST RATE SWAP ADJUSTMENT -52,814. STUDENT FINANCIAL AID, REPORTED ON PART IX, LINE 2 -2,420,627. STUDENT TUITION REMISSIONS, REPORTED ON PART IX, LINE 24 -689,850. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID, REPORTED ON PART IX, LINE 2 2,420,627. STUDENT TUITION REMISSIONS, REPORTED ON PART IX, LINE 24 689,850. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 BASED ON REV. PROC. 75-70 THE WELLINGTON SCHOOL MEETS THE TEST BY INCLUDING A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ADMISSIONS AND APPLICATION MATERIALS. SCHEDULE E, PART I, LINE 6 OHIO DEPARTMENT OF EDUCATION PROGRAM SUPPORT FUNDS FOR AUXILIARY SERVICES $867,211 TOTAL GOVERNMENT AGENCY ASSISTANCE $867,211 1 FINANCIAL AID 201 2420627 0 N/A N/A PART I, LINE 2: FINANCIAL AID IS AWARDED ON AN ANNUAL BASIS. EVERY FAMILY IS REQUIRED ANNUALLY TO COMPLETE THE FINANCIAL AID PROCESS. THE PROCESS INCLUDES COMPLETING A FINANCIAL QUESTIONNAIRE BY SCHOOL & STUDENT SERVICES (SSS) AND SUBMITTING COPIES OF W2'S AND ALL TAX DOCUMENTS. THE SCHOOL'S FINANCIAL AID COMMITTEE ANALYZES EACH APPLICATION AND DETERMINES THE FINANCIAL AID AWARD. ALTHOUGH THE SSS ANALYSIS DETERMINES AN APPROPRIATE CONTRIBUTION AMOUNT BY A FAMILY, THE FINANCIAL AID COMMITTEE HAS THE DISCRETION TO DETERMINE THE AWARD AMOUNT BASED ON A VARIETY OF FACTORS INCLUDING BUT NOT LIMITED TO FAMILY SIZE, GRADE LEVEL, ACADEMIC AND OTHER TALENTS, AND AVAILABLE FUNDS. IN FISCAL YEAR 2024, THE SCHOOL SWITCHED FROM USING SSS TO CLARITY. X 0 0 0 0 0 0 0 0 0 JEFF TERWIN HEAD OF SCHOOL (THRU 6/30/24) 316417 0 0 0 2000 0 18000 0 11651 0 348068 0 0 0 LAURIE BETH SWEENEY CXO 167041 0 0 0 2000 0 8476 0 36588 0 214105 0 0 0 JOHN KRUZAN DIRECTOR OF IT 113504 0 0 0 60000 0 6960 0 11651 0 192115 0 0 0 LINDSEY SMITH COO 145051 0 2000 0 2450 0 7384 0 24438 0 181323 0 0 0 RISHIKESH RAGHUNATHAN HEAD OF UPPER SCHOOL 115948 0 1600 0 7000 0 5791 0 37582 0 167921 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL WILL BE REIMBURSED FOR REASONABLE EXPENSES HE INCURS IN PERFORMING HIS DUTIES UNDER THIS AGREEMENT INCLUDING REASONABLE ATTENDANCE AT CONFERENCES INVOLVING THE ADMINISTRATION AND GOVERNANCE OF INDEPENDENT SCHOOLS. THESE REIMBURSABLE EXPENSES SHALL INCLUDE TRAVEL EXPENSES, MEALS AND LODGING WHILE ON SCHOOL BUSINESS, PROFESSIONAL DUES, AND OTHER ON-TIME EXPENSES AS APPROVED BY THE BOARD. FOR ALL SUCH REIMBURSEMENTS, THE HEAD OF SCHOOL MUST SUBMIT RECEIPTS IN ACCORDANCE WITH THE SCHOOL'S PROCEDURES AND IRS REPORTING RULES. ALL REIMBURSEMENTS ARE SUBJECT TO SUCH LIMITATION AND CONDITIONS AS THE BOARD MAY IMPOSE FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MATT SCANTLAND AND MICHELLE SCANTLAND HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 IN DETAIL AND THEN DISTRIBUTES IT TO BOTH THE FINANCE COMMITTEE AND BOARD OF DIRECTORS BEFORE FILING ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES ARE REQUIRED TO REVEAL CONFLICT OF INTEREST WHEN THEY ARE HIRED. THE EMPLOYEE MANUAL, SEC. 4.01, STATES, "IT IS THE POLICY OF THE SCHOOL THAT ANY POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED TO THE SCHOOL. THE SCHOOL'S CONFLICT OF INTEREST POLICY IS ATTACHED AS APPENDIX B. ALL EMPLOYEES WILL BE REQUIRED TO PERIODICALLY CONFIRM THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY." MEMBERS OF THE BOARD OF TRUSTEES ARE ALSO REQUIRED TO DO THE SAME. THE STATEMENT OR DISCLOSURE REQUIRES EMPLOYEES AND TRUSTEES "TO PROVIDE INFORMATION WITH RESPECT TO YOUR DEALINGS WITH THE SCHOOL AND WITH RESPECT TO THE DEALINGS OF CERTAIN PARTIES THAT ARE RELATED TO YOU." FORM 990, PART VI, SECTION B, LINE 15A IN DETERMINING THE COMPENSATION FOR THE HEAD OF SCHOOL, AN INDEPENDENT COMMITTEE OF THE BOARD ANALYZED COMPARABLE DATA AND ULTIMATELY APPROVED A WRITTEN COMPENSATION AGREEMENT. THE RESULTS OF THE DELIBERATIONS WERE SUBSTANTIATED IN HIS EMPLOYMENT AGREEMENT. THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR HAVE ANY OTHER KEY EMPLOYEES. IF THEY WERE TO COMPENSATE, THEY WOULD EMPLOY SIMILAR PROCEDURES. FORM 990, PART VI, SECTION C, LINE 18 THE FORMS 990 AND 1023 ARE AVAILABLE UPON REQUEST. FURTHER, THE FORM 990 IS AVAILABLE ON ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: FAIR MARKET ADJUSTMENT ON INTEREST RATE SWAP -52,814. INCREASE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 621,662. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEARS.