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← ENDOWMENT GROWTH FUND OF MAUMEE VALLEY COUNTRY DAY SCHOOL

Form 990 for tax year 2022

Filed by ENDOWMENT GROWTH FUND OF MAUMEE VALLEY COUNTRY DAY SCHOOL.

Totals

Total revenue
$61,878
Total expenses
$11,899
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$61,878
Other revenue
$0
Total assets, end of year
$2,553,056
Total liabilities, end of year
$936,121
Net assets or fund balances, end of year
$1,616,935
Program services expenses (Part IX)
$11,899
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$11,899

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $61,882 · excluded $61,882

  • 7b · Less cost or other basis and sales expenses

    securities $4

  • 7c · Gain or loss

    securities -$4

  • 7d · Net gain or loss

    total -$4 · excluded -$4

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $11,899 · program services $11,899

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $2,386,013 · end of year $2,553,056

  • 25 · Other liabilities

    beginning of year $1,024,121 · end of year $936,121

  • 28 · Net assets with donor restrictions

    beginning of year $1,361,892 · end of year $1,616,935

Mission and programs · 2022

Mission

THE SOLE PURPOSE OF THE ENDOWMENT GROWTH FUND IS TO SUPPORT THE MAUMEE VALLEY COUNTRY DAY SCHOOL.

  • THE ENDOWMENT GROWTH FUND OF MAUMEE VALLEY COUNTRY DAY SCHOOL EXISTS TO MANAGE THE ENDOWMENT FUND ASSETS THAT HELP PROVIDE FUNDING FOR THE SCHOOL.

    Expenses $11,899

As filed on the 2022 return.

Listed in Part VII

  • Joel Gorski

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Carter Bayer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Michael Briley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • David Cohen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • William Foster

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Bradford Koles Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Richard Newcomb

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Patty Wise

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Lynn Casto

    HEAD OF SCHOOL

    Total calculated
    $284,181
    From this org
    $0
    From related orgs
    $255,733
    Other
    $28,448
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,733 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,507 related
    Nontaxable benefits
    $0 + $14,941 related
    Filer's total
    $0 + $284,181 related

  • James Kirtland

    DIRECTOR OF FINANCE & OPER

    Total calculated
    $146,684
    From this org
    $0
    From related orgs
    $126,501
    Other
    $20,183
    Hours/week
    1 + 40 related

  • Chris Holinski

    DIRECTOR OF ADVANCEMENT

    Total calculated
    $128,192
    From this org
    $0
    From related orgs
    $112,790
    Other
    $15,402
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349304321

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