Form 990 for tax year 2024

Filed by SHADY SIDE ACADEMY.

Totals

Total revenue: $56,787,975
Total expenses: $52,905,377
Contributions and grants received: $6,305,703
Grants paid: $5,586,794
Program service revenue: $45,890,928
Investment income: $4,580,215
Other revenue: $11,129
Total assets, end of year: $167,410,614
Total liabilities, end of year: $20,459,600
Net assets or fund balances, end of year: $146,951,014
Program services expenses (Part IX): $38,003,942
Management and general expenses: $14,132,922
Fundraising expenses: $768,513
Program service expenses (Part III): $38,003,942

Program services were 71.8% 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

$6,305,703
1g · Noncash contributions included above

$150,479
2a · Program service revenue: TUITION AND FEES

total $41,255,348 · related or exempt $41,255,348
2b · Program service revenue: AUXILIARY SERVICES

total $3,060,809 · related or exempt $2,538,775 · excluded $522,034
2c · Program service revenue: SUMMER PROGRAMS

total $1,574,771 · related or exempt $1,574,771
3 · Investment income

total $2,048,379 · unrelated business $2,604 · excluded $2,045,775
7a · Gross sales of assets other than inventory

securities $20,284,456
7b · Less cost or other basis and sales expenses

securities $17,681,091 · other assets $71,529
7c · Gain or loss

securities $2,603,365 · other assets -$71,529
7d · Net gain or loss

total $2,531,836 · excluded $2,531,836
10a · Gross sales of inventory

$128,236
10b · Cost of goods sold

$117,107
10c · Net income from sales of inventory

total $11,129 · excluded $11,129

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $5,534,287 · program services $5,534,287
3 · Grants to foreign organizations and individuals

total $52,507 · program services $52,507
5 · Compensation of officers, directors and key employees

total $1,827,765 · program services $745,595 · management and general $910,176 · fundraising $171,994
7 · Other salaries and wages

total $20,171,412 · program services $13,648,961 · management and general $6,191,523 · fundraising $330,928
8 · Pension plan contributions

total $1,125,419 · program services $783,983 · management and general $318,668 · fundraising $22,768
9 · Other employee benefits

total $6,133,322 · program services $4,953,325 · management and general $1,116,932 · fundraising $63,065
10 · Payroll taxes

total $1,591,811 · program services $1,055,925 · management and general $498,043 · fundraising $37,843
11b · Fees: legal

total $71,017 · management and general $71,017
11c · Fees: accounting

total $73,775 · management and general $73,775
11f · Fees: investment management

total $398,929 · management and general $398,929
11g · Fees: other

total $597,090 · program services $597,090
12 · Advertising and promotion

total $394,999 · program services $336,501 · management and general $22,501 · fundraising $35,997
13 · Office expenses

total $3,083,353 · program services $2,369,225 · management and general $697,413 · fundraising $16,715
14 · Information technology

total $751,591 · program services $608,601 · management and general $142,990
16 · Occupancy

total $3,968,265 · program services $2,747,211 · management and general $1,221,054
17 · Travel

total $653,012 · program services $616,317 · management and general $2,887 · fundraising $33,808
19 · Conferences, conventions and meetings

total $11,556 · management and general $11,556
20 · Interest

total $323,029 · management and general $323,029
22 · Depreciation, depletion and amortization

total $2,872,940 · program services $2,298,352 · management and general $574,588
23 · Insurance

total $381,684 · management and general $381,684
24a · Other expenses: SUMMER PROGRAMS

total $1,130,523 · program services $1,130,523
24b · Other expenses: BUILDINGS AND GROUNDS

total $1,096,101 · program services $12,022 · management and general $1,084,079
24c · Other expenses: COMMUNITY EVENTS

total $209,397 · program services $153,773 · management and general $229 · fundraising $55,395
24d · Other expenses: PROFESSIONAL DEVELOPMEN

total $196,363 · program services $188,648 · management and general $7,715
24e · All other expenses

total $255,230 · program services $171,096 · management and general $84,134

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $3,158,884 · end of year $4,517,841
2 · Savings and temporary cash investments

beginning of year $14,682,172 · end of year $10,543,405
3 · Pledges and grants receivable

beginning of year $6,172,222 · end of year $1,837,794
4 · Accounts receivable

beginning of year $576,793 · end of year $506,901
8 · Inventories for sale or use

beginning of year $128,359 · end of year $97,232
9 · Prepaid expenses and deferred charges

beginning of year $323,446 · end of year $298,043
10a · Land, buildings and equipment: cost or other basis

$105,197,633
10b · Land, buildings and equipment: accumulated depreciation

$48,286,077
10c · Land, buildings and equipment, net

beginning of year $43,582,815 · end of year $56,911,556
11 · Investments: publicly traded securities

beginning of year $68,417,696 · end of year $72,875,028
12 · Investments: other securities

beginning of year $17,542,060 · end of year $19,452,883
15 · Other assets

beginning of year $549,539 · end of year $369,931
17 · Accounts payable and accrued expenses

beginning of year $3,227,061 · end of year $3,984,678
19 · Deferred revenue

beginning of year $2,743,481 · end of year $3,854,374
23 · Secured mortgages and notes payable

beginning of year $6,057,800 · end of year $5,508,040
25 · Other liabilities

beginning of year $6,804,388 · end of year $7,112,508
27 · Net assets without donor restrictions

beginning of year $45,078,223 · end of year $58,276,102
28 · Net assets with donor restrictions

beginning of year $91,223,033 · end of year $88,674,912

Mission and programs · 2024

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. IN JANUARY 2026, THE ACADEMY CONSOLIDATED FROM FOUR CAMPUSES TO THREE.THE ACADEMY ENROLLED APPROXIMATELY 1,265 STUDENTS ACROSS ALL FOUR CAMPUSES DURING THE 2024/2025 ACADEMIC YEAR. 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 (125 ZIP CODES, 14 STATES AND FOUR 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 SPORTSMANSHIPSHADY 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.

Expenses $33,987,562 · Grants $5,586,794 · Revenue $41,255,348
AUXILIARY SERVICES:-RESIDENTIAL LIFE PROGRAM: THE ACADEMY OPERATES A FIVE AND SEVEN DAY BOARDING PROGRAM. IN THE 2024/2025 ACADEMIC YEAR, THERE WERE APPROXIMATELY 68 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.-TRANSPORTATION OF STUDENTS

Expenses $2,897,632 · Revenue $2,538,775
SUMMER PROGRAMS:SHADY SIDE ACADEMY 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 $1,118,748 · Revenue $1,574,771

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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
William Generett JrWILLIAM GENERETT JR

VICE CHAIR FOR COMMUNITY LIFE

Total calculated

$0

Hours/week

3.5
Joyce FuJOYCE FU

VICE CHAIR FOR DEVELOPMENT

Total calculated

$0

Hours/week

3.5
Michael HaggertyMICHAEL HAGGERTY

VICE CHAIR OF FINANCE, TREASURER

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

Total calculated

$0

Hours/week

3.5
Bart BrushBART BRUSH

TRUSTEE

Total calculated

$0

Hours/week

3.5
David GrubmanDAVID GRUBMAN

TRUSTEE

Total calculated

$0

Hours/week

3.5
Lisa HaleyLISA HALEY

TRUSTEE

Total calculated

$0

Hours/week

3.5
Melissa Maxwell KawaiMELISSA MAXWELL KAWAI

TRUSTEE

Total calculated

$0

Hours/week

3.5
Gregory L LignelliGREGORY L LIGNELLI

TRUSTEE

Total calculated

$0

Hours/week

3.5
Margo LitwinMARGO LITWIN

TRUSTEE

Total calculated

$0

Hours/week

3.5
Douglas G MancoshDOUGLAS G MANCOSH

TRUSTEE

Total calculated

$0

Hours/week

3.5
Caitlin McLaughlinCAITLIN MCLAUGHLIN

TRUSTEE

Total calculated

$0

Hours/week

3.5
Whitney MenarcheckWHITNEY MENARCHECK

TRUSTEE

Total calculated

$0

Hours/week

3.5
Pradeep NarayanPRADEEP NARAYAN

TRUSTEE

Total calculated

$0

Hours/week

3.5
Sloan OverstromSLOAN OVERSTROM

TRUSTEE

Total calculated

$0

Hours/week

3.5
Joseph ReschiniJOSEPH RESCHINI

TRUSTEE

Total calculated

$0

Hours/week

3.5
Andrew RossANDREW ROSS

TRUSTEE

Total calculated

$0

Hours/week

3.5
Miriam ShapiraMIRIAM SHAPIRA

TRUSTEE

Total calculated

$0

Hours/week

3.5
Henry StaffordHENRY STAFFORD

TRUSTEE

Total calculated

$0

Hours/week

3.5
Mauricio UlloaMAURICIO ULLOA

TRUSTEE

Total calculated

$0

Hours/week

3.5
Bartley P Griffith JrBARTLEY P GRIFFITH JR

PRESIDENT

Total calculated

$896,590

From this org

$672,115

From related orgs

$0

Other

$224,475

Hours/week

50

Schedule J breakdown matched by us

Base

$594,580

Bonus

$60,500

Other

$17,035

Deferred

$89,150

Nontaxable benefits

$135,325

Filer's total

$896,590
Amy SzlachetkaAMY SZLACHETKA

VP OF FINANCE

Total calculated

$207,305

From this org

$193,000

From related orgs

$0

Other

$14,305

Hours/week

50

Schedule J breakdown matched by us

Base

$192,500

Bonus

$500

Other

$0

Deferred

$13,475

Nontaxable benefits

$830

Filer's total

$207,305
Debra MauderDEBRA MAUDER

SECRETARY OF THE BOARD

Total calculated

$139,298

From this org

$122,766

From related orgs

$0

Other

$16,532

Hours/week

40
Rosalynd SabundayoROSALYND SABUNDAYO

SENIOR SCHOOL - HEAD OF SCHOOL

Total calculated

$304,867

From this org

$179,921

From related orgs

$0

Other

$124,946

Hours/week

40

Schedule J breakdown matched by us

Base

$179,421

Bonus

$500

Other

$0

Deferred

$12,758

Nontaxable benefits

$112,188

Filer's total

$304,867
Jennifer AsmongaJENNIFER ASMONGA

HEAD OF COUNTRY DAY SCHOOL

Total calculated

$192,117

From this org

$172,484

From related orgs

$0

Other

$19,633

Hours/week

40

Schedule J breakdown matched by us

Base

$169,484

Bonus

$3,000

Other

$0

Deferred

$11,910

Nontaxable benefits

$7,723

Filer's total

$192,117
Michelle MersonMICHELLE MERSON

HEAD OF SCHOOL

Total calculated

$269,151

From this org

$164,559

From related orgs

$0

Other

$104,592

Hours/week

40

Schedule J breakdown matched by us

Base

$164,059

Bonus

$500

Other

$0

Deferred

$10,245

Nontaxable benefits

$94,347

Filer's total

$269,151
Timothy WinnerTIMOTHY WINNER

DIRECTOR OF ED. TECHNOLOGY

Total calculated

$175,913

From this org

$154,383

From related orgs

$0

Other

$21,530

Hours/week

40

Schedule J breakdown matched by us

Base

$153,883

Bonus

$500

Other

$0

Deferred

$11,094

Nontaxable benefits

$10,436

Filer's total

$175,913
Paul FrancioniPAUL FRANCIONI

DIRECTOR OF FACILITIES

Total calculated

$154,620

From this org

$137,480

From related orgs

$0

Other

$17,140

Hours/week

40

Schedule J breakdown matched by us

Base

$129,480

Bonus

$8,000

Other

$0

Deferred

$9,093

Nontaxable benefits

$8,047

Filer's total

$154,620
Bareara SullivanBAREARA SULLIVAN

CHIEF ENROLLMONT OFFICER

Total calculated

$162,880

From this org

$130,925

From related orgs

$0

Other

$31,955

Hours/week

40

Schedule J breakdown matched by us

Base

$127,925

Bonus

$3,000

Other

$0

Deferred

$8,655

Nontaxable benefits

$23,300

Filer's total

$162,880
Sean SimmonsSEAN SIMMONS

DIRECTOR OF ATHLETICS

Total calculated

$196,020

From this org

$126,876

From related orgs

$0

Other

$69,144

Hours/week

40

Schedule J breakdown matched by us

Base

$126,376

Bonus

$500

Other

$0

Deferred

$8,707

Nontaxable benefits

$60,437

Filer's total

$196,020
Jamie ScottJAMIE SCOTT

CHIEF DEVELOPMENT OFFICER

Total calculated

$221,442

From this org

$124,669

From related orgs

$0

Other

$96,773

Hours/week

40

Schedule J breakdown matched by us

Base

$124,169

Bonus

$500

Other

$0

Deferred

$9,305

Nontaxable benefits

$87,468

Filer's total

$221,442
Diana TooleDIANA TOOLE

CHIEF MARKETING SCHOOL

Total calculated

$132,845

From this org

$106,501

From related orgs

$0

Other

$26,344

Hours/week

40

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. IN ADDITION, THE HEAD OF SCHOOL AND DIRECTOR OF ATHLETICS ALSO RECEIVE CAMPUS HOUSING.
PART I, LINE 4B: THE PRESIDENT, BARTLEY GRIFFITH PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN IN FY 2025. $65,000 WAS ACCRUED ON 6/30/2025.
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, MICHELLE MERSON AND DIANA TOOLE EACH RECEIVED A BONUS IN 2024. 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.

SHADY SIDE ACADEMY FOUNDATION

501(C)(3) · INACTIVE · PA · controlled entity

Directly controlled by SHADY SIDE ACADEMY
FOX CHAPEL COUNTRY DAY SCHOOL

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.

POOLED INCOME FUND

SPLIT-INTEREST TRUST · PA

Provenance

Return type: form_990
Tax year: 2024
Filed: 30 April 2026
IRS schema version: 2024v5.5
Source object: 202621249349300417

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