Totals
- Total revenue
- $51,996,209
- Total expenses
- $50,597,037
- Contributions and grants received
- $5,398,934
- Grants paid
- $5,792,986
- Program service revenue
- $41,606,980
- Investment income
- $4,989,047
- Other revenue
- $1,248
- Total assets, end of year
- $155,133,986
- Total liabilities, end of year
- $18,832,730
- Net assets or fund balances, end of year
- $136,301,256
- Program services expenses (Part IX)
- $37,057,512
- Management and general expenses
- $12,633,458
- Fundraising expenses
- $906,067
- Program service expenses (Part III)
- $37,057,512
Program services were 73.2% 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.
-
1f · All other contributions, gifts and grants
$5,398,934
-
1g · Noncash contributions included above
$375,856
-
2a · Program service revenue: TUITION AND FEES
total $37,285,016 · related or exempt $37,285,016
-
2b · Program service revenue: AUXILIARY SERVICES
total $2,849,626 · related or exempt $2,432,080 · excluded $417,546
-
2c · Program service revenue: SUMMER PROGRAMS
total $1,472,338 · related or exempt $1,472,338
-
3 · Investment income
total $2,284,946 · unrelated business $1,466 · excluded $2,283,480
-
7a · Gross sales of assets other than inventory
securities $17,539,027 · other assets $260,795
-
7b · Less cost or other basis and sales expenses
securities $15,095,721 · other assets $0
-
7c · Gain or loss
securities $2,443,306 · other assets $260,795
-
7d · Net gain or loss
total $2,704,101 · excluded $2,704,101
-
10a · Gross sales of inventory
$100,288
-
10b · Cost of goods sold
$99,040
-
10c · Net income from sales of inventory
total $1,248 · excluded $1,248
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $5,730,943 · program services $5,730,943
-
3 · Grants to foreign organizations and individuals
total $62,043 · program services $62,043
-
5 · Compensation of officers, directors and key employees
total $1,405,341 · program services $480,980 · management and general $753,576 · fundraising $170,785
-
7 · Other salaries and wages
total $20,026,071 · program services $13,662,805 · management and general $5,916,666 · fundraising $446,600
-
8 · Pension plan contributions
total $1,067,495 · program services $793,654 · management and general $246,228 · fundraising $27,613
-
9 · Other employee benefits
total $4,996,519 · program services $4,251,757 · management and general $698,427 · fundraising $46,335
-
10 · Payroll taxes
total $1,467,398 · program services $1,033,741 · management and general $417,000 · fundraising $16,657
-
11b · Fees: legal
total $92,981 · management and general $92,981
-
11c · Fees: accounting
total $103,928 · management and general $103,928
-
11f · Fees: investment management
total $143,690 · management and general $143,690
-
11g · Fees: other
total $693,114 · program services $693,114
-
12 · Advertising and promotion
total $546,755 · program services $488,083 · fundraising $58,672
-
13 · Office expenses
total $2,152,154 · program services $1,538,227 · management and general $566,129 · fundraising $47,798
-
14 · Information technology
total $714,806 · program services $579,253 · management and general $135,553
-
16 · Occupancy
total $3,539,784 · program services $2,329,316 · management and general $1,210,468
-
17 · Travel
total $532,347 · program services $485,980 · management and general $4,293 · fundraising $42,074
-
19 · Conferences, conventions and meetings
total $28,013 · management and general $28,013
-
20 · Interest
total $402,278 · management and general $402,278
-
22 · Depreciation, depletion and amortization
total $2,791,717 · program services $2,233,374 · management and general $558,343
-
23 · Insurance
total $388,670 · management and general $388,670
-
24a · Other expenses: BUILDINGS AND GROUNDS
total $2,369,654 · program services $1,441,528 · management and general $928,126
-
24b · Other expenses: SUMMER PROGRAMS
total $857,904 · program services $857,904
-
24c · Other expenses: PROFESSIONAL DEVELOPMEN
total $193,485 · program services $192,097 · management and general $1,388
-
24d · Other expenses: COMMUNITY EVENTS
total $188,196 · program services $128,094 · management and general $10,569 · fundraising $49,533
-
24e · All other expenses
total $101,751 · program services $74,619 · management and general $27,132
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,225,938 · end of year $3,158,884
-
2 · Savings and temporary cash investments
beginning of year $13,042,610 · end of year $14,682,172
-
3 · Pledges and grants receivable
beginning of year $9,665,602 · end of year $6,172,222
-
4 · Accounts receivable
beginning of year $707,676 · end of year $576,793
-
8 · Inventories for sale or use
beginning of year $131,590 · end of year $128,359
-
9 · Prepaid expenses and deferred charges
beginning of year $177,565 · end of year $323,446
-
10a · Land, buildings and equipment: cost or other basis
$93,187,324
-
10b · Land, buildings and equipment: accumulated depreciation
$49,604,509
-
10c · Land, buildings and equipment, net
beginning of year $38,865,540 · end of year $43,582,815
-
11 · Investments: publicly traded securities
beginning of year $63,165,122 · end of year $68,417,696
-
12 · Investments: other securities
beginning of year $15,794,545 · end of year $17,542,060
-
15 · Other assets
beginning of year $686,434 · end of year $549,539
-
17 · Accounts payable and accrued expenses
beginning of year $2,271,097 · end of year $3,227,061
-
19 · Deferred revenue
beginning of year $2,636,996 · end of year $2,743,481
-
23 · Secured mortgages and notes payable
beginning of year $6,606,779 · end of year $6,057,800
-
25 · Other liabilities
beginning of year $6,515,723 · end of year $6,804,388
-
27 · Net assets without donor restrictions
beginning of year $39,531,793 · end of year $45,078,223
-
28 · Net assets with donor restrictions
beginning of year $88,900,234 · end of year $91,223,033
Mission and programs · 2023
Mission
SHADY SIDE ACADEMY OFFERS AN EXCEPTIONAL PRE-K THROUGH TWELFTH GRADE ACADEMIC AND BALANCED EDUCATIONAL EXPERIENCE BY CHALLENGING EACH STUDENT TO REALIZE HIS OR HER POTENTIAL IN A STIMULATING AND NURTURING ENVIRONMENT.
Activities or mission (Part I)
PROVIDES EDUCATION TO STUDENTS IN PRE-KINDERGARTEN THROUGH TWELFTH GRADE.
-
INSTRUCTIONAL:FOUNDED IN 1883, SHADY SIDE ACADEMY'S PRIMARY PROGRAM SERVICE IS THE EDUCATION OF STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE 12 IN A COED SCHOOL ENVIRONMENT, WITH AN OPTIONAL BOARDING EXPERIENCE IN HIGH SCHOOL. WE OFFER PITTSBURGH-AREA FAMILIES FOUR CAMPUSES, INCLUDING THE CHOICE BETWEEN TWO ELEMENTARY SCHOOLS (PK-5): THE COUNTRY DAY SCHOOL IN FOX CHAPEL, NESTLED IN THE NORTH SUBURBS, AND THE JUNIOR SCHOOL IN POINT BREEZE, LOCATED IN THE HEART OF THE CITY'S EAST END. OUR MIDDLE SCHOOL (6-8) AND SENIOR SCHOOL (9-12) CAMPUSES ARE BOTH LOCATED IN SUBURBAN FOX CHAPEL AND DRAW STUDENTS FROM ACROSS THE REGION. THE ACADEMY ENROLLED APPROXIMATELY 1,221 STUDENTS ACROSS ALL FOUR CAMPUSES DURING THE 2023/2024 ACADEMIC YEAR. SEE CONTINUATION ON SCHEDULE O.THE ACADEMY'S MISSION IS TO CHALLENGE STUDENTS TO THINK EXPANSIVELY, ACT ETHICALLY AND LEAD RESPONSIBLY. INSPIRED BY THIS MISSION, SHADY SIDE'S DRIVING PURPOSE REMAINS THE DEVELOPMENT OF RESPONSIBLE, TRANSFORMATIVE LEADERS FOR THE CITY OF PITTSBURGH AND BEYOND. THIS REASON FOR EXISTING WAS EMBEDDED AT OUR INCEPTION. WE DELIVER ON OUR MISSION BY CREATING A UNIQUE AND VALUABLE EDUCATION FOR FAMILIES AND BRIGHT, CURIOUS STUDENTS WHO WANT SMALL CLASSES AND BIG OPPORTUNITIES, DESIRE A BALANCED AND INFORMED WORLDVIEW, AND WHO SEEK REAL-WORLD LEARNING AND TO BECOME THE LEADERS OF A CONNECTED, DIGITAL FUTURE.SHADY SIDE IS INTIMATE ENOUGH TO KNOW, SUPPORT AND CARE FOR INDIVIDUAL LEARNERS, BUT ALSO LARGE ENOUGH TO OFFER A PROGRAM WHERE ALL STUDENTS CAN FIND THEIR PLACE TO CONNECT, LEAD, AND SUCCEED, OFTEN ON THE BIGGEST STAGE AND UNDER THE BRIGHTEST LIGHTS. SHADY SIDE PAIRS WESTERN PENNSYLVANIA'S MOST GEOGRAPHICALLY DIVERSE STUDENT BODY (114 ZIP CODES, 16 STATES AND FIVE COUNTRIES) WITH A BROAD AND BALANCED CURRICULUM, CHALLENGING STUDENTS WHO SEE THE WORLD IN REMARKABLY DIFFERENT WAYS TO ENGAGE IN A DIALOGUE THAT IS ESSENTIAL TO EXPANSIVE THOUGHT AND RESPONSIBLE LEADERSHIP. WE EMPOWER OUR STUDENTS TO ENGAGE CONFIDENTLY IN CIVIL DISCOURSE AND FOSTER PRODUCTIVE RELATIONSHIPS THAT PROMOTE UNITY AND BRIDGE DIVIDES BOTH LOCALLY AND GLOBALLY.AS PITTSBURGH CONTINUES TO EVOLVE AS A HUB FOR TECHNOLOGY, RESEARCH, AND DESIGN, SSA HAS MADE STRATEGIC INVESTMENTS IN THESE AREAS AND NOW HAS THE DISTINCTIVE OPPORTUNITY TO DEVELOP LEADERS AT THE EXPANDING NEXUS OF TECHNOLOGY AND THE LIBERAL ARTS. THE ACADEMY HAS THE CAPACITY TO PROVIDE OUR STUDENTS WITH REAL-WORLD LEARNING EXPERIENCES THAT WILL PREPARE THEM TO BECOME ETHICAL, HUMANE LEADERS IN A RAPIDLY CHANGING WORLD. TO FURTHER ENHANCE THESE THREE UNIQUE POINTS OF VALUE, SHADY SIDE CONTINUES TO MAKE APPROPRIATE INVESTMENTS IN THE PEOPLE, PROGRAM, AND PLACES THAT BRING OUR MISSION AND STRATEGY TO LIFE FOR STUDENTS. AT SHADY SIDE, WE MAKE ROOM FOR STUDENTS TO MAKE THEIR MOVE. WE BELIEVE LEARNING SHOULD BE EXPANSIVE AND EXCITING FOR STUDENTS, SO THEY CAN BE THE ARCHITECTS OF THEIR OWN ADVENTURE. WE EMPOWER TEACHERS WHO LOVE TEACHING, SO STUDENTS CAN FEEL JOY IN EVERY CLASSROOM. WE GO BEYOND STANDARD EDUCATION, SO GRADUATES WILL BE READY FOR COLLEGE AND EVERYTHING AFTER. WE MOVE WITH THE WORLD, SO OUR STUDENTS CAN TOO. ATHLETICS: ALL SHADY SIDE ACADEMY STUDENTS ARE OFFERED A WIDE RANGE OF PHYSICAL ACTIVITIES THROUGHOUT THE SCHOOL YEAR TO ENCOURAGE HEALTHY CHOICES, DEVELOP SKILLS AND LEARN THE IMPORTANCE OF SPORTSMANSHIP.
Expenses $33,621,414 · Grants $5,792,986 · Revenue $37,285,016
-
AUXILIARY SERVICES:-RESIDENTIAL LIFE PROGRAM: THE ACADEMY OPERATES A FIVE AND SEVEN DAY BOARDING PROGRAM. IN THE 2023/2024 ACADEMIC YEAR, THERE WERE APPROXIMATELY 72 SENIOR SCHOOL STUDENT BOARDERS. THE STUDENTS ARE HOUSED IN ACADEMY DORMITORIES LOCATED ON THE SENIOR SCHOOL CAMPUS. ADMINISTRATORS AND TEACHERS OVERSEE AND OPERATE THE RESIDENTIAL LIFE PROGRAM.SEE CONTINUATION ON SCHEDULE O.-AFTER SCHOOL PROGRAM: OUR UNIQUE AFTER SCHOOL PROGRAM THAT RUNS FROM 3-6 P.M., MONDAY THROUGH FRIDAY AT OUR JUNIOR AND COUNTRY DAY SCHOOLS FOR GRADES PRE-K-5. STUDENTS RECEIVE A FUN AND ENGAGING EXPERIENCE THAT CAN BE CUSTOMIZED TO FIT THEIR INDIVIDUAL NEEDS AND INTERESTS. OPTIONS INCLUDE ENRICHMENT CLASSES, MUSIC LESSONS, STUDY CENTER, UNSTRUCTURED PLAY, ORGANIZED GAMES AND MORE.-FOOD SERVICE: THE DAY STUDENTS AT THE ACADEMY ARE SERVED LUNCH AND STUDENTS WHO PARTICIPATE IN THE ACADEMY RESIDENTIAL LIFE PROGRAM ARE SERVED BREAKFAST, LUNCH AND DINNER.-SPIRIT STORE: THE STORE IS LOCATED ON THE SENIOR SCHOOL CAMPUS OF THE ACADEMY AND OFFERS INDIVIDUALS THE OPPORTUNITY TO PURCHASE ACADEMY APPAREL AND ACCESSORIES, AS WELL AS SCHOOL SUPPLIES. ORDERS CAN ALSO BE PLACED ONLINE THROUGH THE ACADEMY SPIRIT STORE WEBSITE.-YOUTH HOCKEY PROGRAMMING: THE ACADEMY OFFERS YOUTH HOCKEY PROGRAMS AT THE ROY MCKNIGHT HOCKEY CENTER ON CAMPUS, ENGAGING APPROXIMATELY 200 LOCAL AND SCHOOL STUDENTS EACH YEAR. THE PROGRAMS ARE OVERSEEN AND OPERATED BY THE ACADEMY'S HOCKEY DIRECTORS AND COACHING STAFF.
Expenses $2,902,408 · Revenue $2,432,080
-
SUMMER PROGRAMS:SSA SUMMER EXTENDS THE RELATIONAL LEARNING AND ROBUST OPPORTUNITIES THAT ARE UNIQUE TO SHADY SIDE ACADEMY DURING THE SCHOOL YEAR, LONG INTO THE SUMMER MONTHS. AFTER THE SCHOOL YEAR ENDS, SUMMER CAMP IS OFFERED FOR STUDENTS WHO ARE ENTERING PRE-K THROUGH 12TH GRADE THE FOLLOWING SCHOOL YEAR. THE SUMMER CAMPS PROVIDE CAMPERS THE OPPORTUNITY TO DISCOVER NEW PASSIONS, HONE EXISTING TALENTS, AND FORGE NEW FRIENDSHIPS. SEE CONTINUATION ON SCHEDULE O.IN ADDITION TO THE TRADITIONAL DAY CAMPS OFFERED AT THE ACADEMY'S JUNIOR SCHOOL AND SENIOR SCHOOL CAMPUSES, THE FOLLOWING CAMPS ARE OFFERED:-SPORTS CAMP IS OFFERED TO CAMPERS ENTERING GRADES KINDERGARTEN THROUGH 8TH AT THE ACADEMY'S SENIOR SCHOOL CAMPUS. THIS COED CAMP WELCOMES CAMPERS OF ALL ABILITY LEVELS, FROM BEGINNERS WHO WANT TO TRY A SPORT FOR THE FIRST TIME, TO INTERMEDIATE CAMPERS WHO ARE LOOKING TO ENHANCE THEIR SKILLS. -FOCUS CAMP IS OFFERED TO CAMPERS ENTERING GRADES KINDERGARTEN THROUGH 5TH AT THE ACADEMY'S SENIOR SCHOOL CAMPUS. FOCUS CAMP PROVIDES CAMPERS WITH THE OPPORTUNITY TO LEARN SPECIFIC SKILLS TO FURTHER DEVELOP THEIR MIND, BODY, AND SPIRIT.-STEAM (SCIENCE, TECHNOLOGY, ENGINEERING, ART AND MATH) CAMP IS OFFERED TO CAMPERS ENTERING GRADES 3RD THROUGH 8TH. THIS CAMP IS OFFERED IN OUR STATE-OF-THE-ART GLIMCHER TECH & DESIGN HUB LOCATED ON THE ACADEMY'S SENIOR SCHOOL CAMPUS.
Expenses $533,690 · Revenue $1,472,338
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bartley P Griffith JrBARTLEY P GRIFFITH JR
PRESIDENT
- Total calculated
- $748,295
- From this org
- $521,109
- From related orgs
- $0
- Other
- $227,186
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $470,609
- Bonus
- $50,500
- Other
- $0
- Deferred
- $88,100
- Nontaxable benefits
- $139,086
- Filer's total
- $748,295
-
Rosalynd SabundayoROSALYND SABUNDAYO
SENIOR SCHOOL - HEAD OF SCHOOL
- Total calculated
- $290,177
- From this org
- $174,463
- From related orgs
- $0
- Other
- $115,714
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,963
- Bonus
- $500
- Other
- $0
- Deferred
- $11,381
- Nontaxable benefits
- $104,333
- Filer's total
- $290,177
-
Jennifer AsmongaJENNIFER ASMONGA
HEAD OF COUNTRY DAY SCHOOL
- Total calculated
- $181,634
- From this org
- $163,580
- From related orgs
- $0
- Other
- $18,054
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,080
- Bonus
- $500
- Other
- $0
- Deferred
- $11,424
- Nontaxable benefits
- $6,630
- Filer's total
- $181,634
-
Amy SzlachetkaAMY SZLACHETKA
CHIEF FINANCIAL OFFICER
- Total calculated
- $159,684
- From this org
- $148,588
- From related orgs
- $0
- Other
- $11,096
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $148,088
- Bonus
- $500
- Other
- $0
- Deferred
- $10,366
- Nontaxable benefits
- $730
- Filer's total
- $159,684
-
Timothy WinnerTIMOTHY WINNER
DIRECTOR OF ED. TECHNOLOGY
- Total calculated
- $190,164
- From this org
- $143,253
- From related orgs
- $0
- Other
- $46,911
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,753
- Bonus
- $500
- Other
- $0
- Deferred
- $10,413
- Nontaxable benefits
- $36,498
- Filer's total
- $190,164
-
Sean SimmonsSEAN SIMMONS
DIRECTOR OF ATHLETICS
- Total calculated
- $146,956
- From this org
- $128,339
- From related orgs
- $0
- Other
- $18,617
- Hours/week
- 40
-
Bareara SullivanBAREARA SULLIVAN
CHIEF ENROLLMONT OFFICER
- Total calculated
- $152,084
- From this org
- $123,000
- From related orgs
- $0
- Other
- $29,084
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,500
- Bonus
- $500
- Other
- $0
- Deferred
- $7,650
- Nontaxable benefits
- $21,434
- Filer's total
- $152,084
-
Paul FrancioniPAUL FRANCIONI
DIRECTOR OF FACILITIES
- Total calculated
- $137,990
- From this org
- $122,900
- From related orgs
- $0
- Other
- $15,090
- Hours/week
- 40
-
Debra MauderDEBRA MAUDER
SECRETARY OF THE BOARD
- Total calculated
- $132,886
- From this org
- $118,179
- From related orgs
- $0
- Other
- $14,707
- Hours/week
- 40
-
Jamie ScottJAMIE SCOTT
DIRECTOR OF DEVELOPMENT
- Total calculated
- $193,948
- From this org
- $111,044
- From related orgs
- $0
- Other
- $82,904
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $110,544
- Bonus
- $500
- Other
- $0
- Deferred
- $7,987
- Nontaxable benefits
- $74,917
- Filer's total
- $193,948
-
Robert S MullinROBERT S MULLIN
CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 3.5
-
Jonathan M KaminJONATHAN M KAMIN
PAST CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 3.5
-
Thomas Karet Vice ChairTHOMAS KARET VICE CHAIR
FOR BUILDINGS AND GROUNDS
- Total calculated
- $0
- Hours/week
- 3.5
-
Pradeep Narayan Vice ChairPRADEEP NARAYAN VICE CHAIR
FOR FINANCE, TREASURER
- Total calculated
- $0
- Hours/week
- 3.5
-
Sloan OverstromSLOAN OVERSTROM
VICE CHAIR FOR DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 3.5
-
William Generett JrWILLIAM GENERETT JR
VICE CHAIR FOR COMMUNITY LIFE
- Total calculated
- $0
- Hours/week
- 3.5
-
James G AmbroseJAMES G AMBROSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Nicolle BagnellNICOLLE BAGNELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Lara Patrinos BentzLARA PATRINOS BENTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
James S BernierJAMES S BERNIER
TRUSTEE & CHAIR OF ENDOWMENT
- Total calculated
- $0
- Hours/week
- 3.5
-
Joyce FuJOYCE FU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Robert GlimcherROBERT GLIMCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Michael HaggertyMICHAEL HAGGERTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Melissa Maxwell KawaiMELISSA MAXWELL KAWAI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Joseph L Kelley MDJOSEPH L KELLEY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Gregory L LignelliGREGORY L LIGNELLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Douglas G MancoshDOUGLAS G MANCOSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Caitlin McLaughlin TrusteeCAITLIN MCLAUGHLIN TRUSTEE
CHAIR OF COMMITTEE ON TRUSTEES
- Total calculated
- $0
- Hours/week
- 3.5
-
Joseph ReschiniJOSEPH RESCHINI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Henry Stafford Trustee ChairHENRY STAFFORD TRUSTEE CHAIR
OF AUDIT & INSTITUTIONAL RISK
- Total calculated
- $0
- Hours/week
- 3.5
-
Jeffrey B ToddJEFFREY B TODD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
Kristin WellsKRISTIN WELLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
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
- 1a · Discretionary spending account
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE PRESIDENT HAS A DISCRETIONARY SPENDING ACCOUNT BUT IT IS FOR SPECIFIC PURPOSES RELATED TO OPERATIONS, PROGRAMMING AND/OR PROFESSIONAL DEVELOPMENT. TO CONDUCT BUSINESS AND TO CARRY OUT THE MISSION OF THE ORGANIZATION, THE ORGANIZATION PROVIDES THE PRESIDENT WITH A MEMBERSHIP TO THE FOX CHAPEL COUNTRY CLUB. THE PRESIDENT IS PROVIDED A RESIDENCE ON CAMPUS WITH CLEANING SERVICES. ALL OF THESE BENEFITS ARE DEEMED NONTAXABLE.
- PART I, LINE 4B
- THE PRESIDENT, BARTLEY GRIFFITH PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN IN FY 2024. $65,000 WAS ACCRUED ON 6/30/2024.
- PART I, LINE 7
- AT THE DISCRETION OF THE ACADEMY BOARD OF TRUSTEES, THE PRESIDENT OF THE ACADEMY RECEIVES AN ANNUAL PERFORMANCE BONUS. IN ADDITION, ROSALYND SABUNDAYO, TIMOTHY WINNER, JENNIFER ASMONGA, BAREARA SULLIVAN, SEAN SIMMONS, PAUL FRANCIONI, DEBRA MAUDER, AMY SZLACHETKA, JAMIE SCOTT AND LAUREN LIEBERMAN EACH RECEIVED A BONUS IN 2023. PART II, COLUMN (D): CONTAINS NONTAXABLE BENEFITS THAT INCLUDE HOUSING, TUITION REMISSION, HEALTH INSURANCE, AND LIFE/DISABILITY INSURANCE.
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.
-
501(C)(3) · INACTIVE · PA · controlled entity
Directly controlled by SHADY SIDE ACADEMY
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501(C)(3) · SUPPORTING ORG · PA · controlled entity
Directly controlled by SHADY SIDE ACADEMY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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POOLED INCOME FUND
SPLIT-INTEREST TRUST · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501259349302190
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