Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|
| Software ID: | 22015553 |
| Software Version: | 2022v5.0 |
| Return Reference | Explanation |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | The Meadows School admits students of any race, color, religion, sex, or national origin to all programs and activities. The schools practices fairness in the administration of its educational policies, athletics, hiring procedures and other school administered programs. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
| Software ID: | 22015553 |
| Software Version: | 2022v5.0 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Matthew B. Becker and April L. Becker have a family relationship. Archibald C. Rufty Jr. and Diane B. Rufty have a family relationship. Matthew C. Chilton and Jaime M. Chilton have a family relationship. Joshua S. Ford and Naz A. Ford have a family relationship. John H. Falb and Joanna M. Falb have a family relationship. Justin M. Michaels and Stacie T. Michaels have a family relationship. Dr. Paul H. Janda and Monica Janda have a family relationship. Matthew J. and Ashley L. Levin have a family relationship. Dr. Shahab Khan and Dr. Sharlin Ahmed-Khan have a family relationship. Conor Flynn & Harmoney Letizia have a family relationship. |
| Form 990, Part VI, Section B, Line 11b | A review of the form 990 is conducted by the Chief Financial Officer prior to filing. |
| Form 990, Part VI, Section B, Line 12c | A board member conflict of interest policy is included in Section F of the school's bylaws. Each board member is required to sign a conflict of interest policy agreeing to disclose to the board chair any personal interests that may pose a conflict of interest. The board chair and the executive committee enforces this policy, requiring the trustee to refrain from participation in any discussion or decision on such matter. If the board member fails to make this disclosure, the board may request the resignation of such board member. |
| Form 990, Part VI, Section B, Line 15b | Salary and benefits for officers and key employees is approved by the related board committee. |
| Form 990, Part VI, Section C, Line 19 | The Meadows School does not generally make governing documents, policies, and financial statements available to the public. |
| FORM 990 PART VI, SECTION B, LINE 11B | A REVIEW OF THE FORM 990 IS CONDUCTED BY THE CHIEF FINANCIAL OFFICERPRIOR TO FILING. |
| FORM 990 PART VI, SECTION B, QUESTION 15 | SALARY AND BENEFITS FOR OFFICERS AND KEY EMPLOYEES IS APPROVED BY THERELATED BOARD COMMITTEE. |
| FORM 990 PART VI, SECTION C, QUESTION 19 | THE MEADOWS SCHOOL DOES NOT GENERALLY MAKE GOVERNING DOCUMENTS, POLICIES,AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART III - PROGRAM SERVICE, LINE 4A | THE MEADOWS SCHOOL EDUCATES 847 STUDENTS, RANGING FROM GRADESPREK-12. OUR APPROACH TO LEARNING COMBINES A TRADITIONAL EDUCATIONWITH A FOCUS ON 21ST CENTURY SKILLS. TO THIS END, COMMUNICATION,COLLABORATION, CRITICAL THINKING, AND CREATIVITY ARE MAINSTAYS OFTHE CLASSROOM EXPERIENCE. STUDENTS AT THE MEADOWS SCHOOL LEARNTHAT EDUCATION CARRIES WITH IT A RESPONSIBILITY TO ONE'S SELF,FAMILY, AND COMMUNITY. SERVICE LEARNING IS EMPHASIZED IN ALLGRADES, CULMINATING WITH SPECIFIC HOUR REQUIREMENTS IN THE UPPERSCHOOL AND AN ALL-SCHOOL DAY OF SERVICE IN THE SPRING. OUR LIBERALARTS PHILOSOPHY TOWARDS TEACHING ENSURES STUDENTS GRADUATE WITH ALOVE OF LEARNING AND A WELL-ROUNDED PORTFOLIO OF EDUCATIONALEXPERIENCES. AT THE MEADOWS, WE BELIEVE THAT THE MOST PRODUCTIVEMEMBERS OF SOCIETY ARE EXPOSED TO ALL SCHOLASTIC DISCIPLINES. TOTHAT END, FUTURE LAWYERS STUDY PHYSICS AND FUTURE DOCTORS READSHAKESPEARE. SINCE OUR FIRST GRADUATING CLASS IN 1991, 100% OF TMSALUMNI HAVE BEEN ACCEPTED TO 4-YEAR COLLEGES AND UNIVERSITIES.THEY ARRIVE TO THEIR NEW CAMPUSES WITH CURIOUS, CREATIVE MINDSREADY TO CHANGE THE WORLD. |
| FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION | THE MEADOWS SCHOOL DEVELOPS IN ITS STUDENTS A LOVE OF, AND RESPECTFOR, LEARNING. INSPIRING THEM TO SEEK KNOWLEDGE INDEPENDENTLY ANDPREPARING THEM FOR HIGHER ACADEMIC PURSUITS. THE SCHOOL MAINTAINSHIGH STANDARDS AND SEEKS TO INSTILL IN ITS STUDENTS THE CONCEPT THATEDUCATION CARRIES WITH IT AN OBLIGATION TO SELF, FAMILY, ANDCOMMUNITY. IT ENCOURAGES EACH STUDENT TO BECOME A COMPASSIONATE ANDPRODUCTIVE MEMBER OF THE INCRESINGLY GLOBAL SOCIETY OF THE 21STCENTURY. |
| FORM 990, PART VI, SECTION A, QUESTION 2 - FAMILY RELATIONSHIPS | IKE LAWRENCE EPSTEIN & MICHELLE EPSTEIN HAVE A FAMILY RELATIONSHIP.DOUGLAS W. HERNDON & CARRIE F. HERNDON HAVE A FAMILY RELATIONSHIP. DONALDE. BUCHANAN & JANET KOFKIN HAVE A FAMILY RELATIONSHIP. GIRISH H. DAULAT &VRUSHALI G. DAULAT HAVE A FAMILY RELATIONSHIP. MATTHEW B. BECKER & APRILL. BECKER HAVE A FAMILY RELATIONSHIP. ARCHIBALD C. RUFTY JR. & DIANE B.RUFTY HAVE A FAMILY RELATIONSHIP. MATTHEW C. CHILTON & JAMIE M. CHILTONHAVE A FAMILY RELATIONSHIP. JOSHUA S. FORD & NAZANIN A. FORD HAVE AFAMILY RELATIONSHIP. BRIAN K. IRIYE & KELLY A. IRIYE HAVE A FAMILYRELATIONSHIP. JOHN M. MCGRAW & DEANNA BERGQUIST MCGRAW HAVE A FAMILYRELATIONSHIP. JOHN H. FALB & JOANNA M. FALB HAVE A FAMILY RELATIONSHIP.JUSTIN M. MICHAELS & STACIE T. MICHAELS HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, QUESTION 12C | A BOARD MEMBER CONFLICT OF INTEREST POLICY IS INCLUDED IN SECTION F OFTHE SCHOOL'S BYLAWS. EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OFINTEREST POLICY AGREEING TO DISCLOSE TO THE BOARD CHAIR ANY PERSONALINTERESTS THAT MAY POSE A CONFLICT OF INTEREST. THE BOARD CHAIR AND THEEXECUTIVE COMMITTEE ENFORCES THIS POLICY, REQUIRING THE TRUSTEE TOREFRAIN FROM PARTICIPATION IN ANY DISCUSSION OR DECISION ON SUCH MATTER.IF THE BOARD MEMBER FAILS TO MAKE THIS DISCLOSURE, THE BOARD MAY REQUESTTHE RESIGNATION OF SUCH BOARD MEMBER. |
| FORM 990, PART VII, SECTION A | MANY OF THE BOARD OF TRUSTEE POSITIONS ARE HELD BY COUPLES. EACH TRUSTEEPOSITION THAT IS HELD BY A COUPLE ONLY HAS ONE VOTE WITH THE BOARD. INTOTAL THERE ARE 13 TRUSTEES. |
| FORM 990, PART XI, LINE 9 - OTHER CHANGES IN FUND BALANCE | BOOK TAX DIFFERENCE DEPRECIATION 119,167 --------- TOTAL LINE 119,167 |
| Software ID: | 22015553 |
| Software Version: | 2022v5.0 |