The Birch Wathen Lenox School

“After the form 990 is prepared, it is reviewed by both the director of finance and the headmaster.”

“Conflict of interest forms are required to be signed by all trustees and key employees on an annual basis outlining any possible conflicts of interest. Vendor relationships are monitored by the headmaster and the director of finance on an ongoing basis to identify any potential conflicts and refer them to the board.”

“Headmaster compensation is decided upon by the full board of trustees, based on information about headmaster salaries at comparable institutions. The decision is recorded at the minutes and transmitted in writing. This process was last undertaken in december 2015.”

“The school furnishes the form 990, audited financial statements, conflict of interest policy and its governing documents upon request.”

“The birch wathen lenox school finance committee assumes responsiblity for the review and oversight of the audit and financial statements. The organization has not changed its selection of an independent accountant for the year ended 06/30/21.”

“Due to certain informational errors discovered by management subsequent to filing, the return has been amended to reflect changes to the following form 990 sections: part i, line 5 & part v, line 2a - originally reported 234 employed individuals, changed to 205 employed individuals. Part i, line 6 - originally reported 100 volunteers, changed to 75 volunteers. Part iii, line 4a - originally reported 580 students, changed to 402 students. Part iv, line 27 - originally reported "no", changed to "yes". Part v, line 1a - originally reported 46, changed to 58. Part vii, section a - originally sage kelly, board member not reported. Part vii, section a - originally reported brendan dillon, board member, removed - term ended 6/30/2020. Part vii, section a - originally reported laura beinner, board member & vice chair, removed - term ended 6/30/2020. Part vii, section a - originally reported natasha silver, board member, removed - term ended 6/30/2020. Part vii, section a - originally reported judith decanio, board member, removed - term ended 6/30/2020. Part vii, section a, line 1b - originally compensation not reported, officers, key employees and hce compensation disclosed. Part vii, section a, line 1d, col. D - originally reported zero, changed to $2,099,609. Part vii, section a, line 1d, col. F - originally reported zero, changed to $259,626. Part vii, section a, line 2 - originally reported 8, updated to 41. Part vii, section b, line 1, col. C - originally reported $120,367, updated to $132,639. Part viii, line 1c - originally reported $54,531, changed to $47,131. Part viii, line 8a - originally reported $0, changed to $7,400. Part ix, line 5, col. A - originally reported $1,606,697, changed to $1,510,634. Part ix, line 7, col. A - originally reported $12,910,447, changed to $13,017,691. Part ix, line 8, col. A - originally reported $450,897, changed to $465,923. Part ix, line 9, col. A - originally reported $1,690,612, changed to $1,664,404. Schedule g, part ii, col. A, line 2 - originally reported $54,531, changed to $47,131. Schedule g, part ii, col. A, line 3 - originally reported $0, changed to $7,400. Schedule i, part iii, col. B, merit scholarships - originally reported 6, changed to 19. Schedule i, part iii, col. C, merit scholarships - originally reported $216,593, changed to $141,168 schedule i, part iii, col. B, need based - originally reported 211, changed to 189. Schedule i, part iii, col. B, need based - originally reported $7,875,581, changed to $7,951,006. Schedule j, part ii - originally no reporting disclosed. Schedule j, part ii, col. A(1) - added frank j. Carnabuci iii, headmaster - ex officio. Schedule j, part ii, col. B(i)(1) - added $588,624. Schedule j, part ii, col. B(iii)(1) - added $1,524. Schedule j, part ii, col. C(1) - added $24,828. Schedule j, part ii, col. D(1) -added $17,966. Schedule j, part ii, col. E(1) -added $632,942. Schedule j, part ii, col. A(2) - added janine hopley karbon, assistant head. Schedule j, part ii, col. B(i)(2) - added $311,133. Schedule j, part ii, col. B(iii)(2) - added $559. Schedule j, part ii, col. C(2) - added $14,695. Schedule j, part ii, col. D(2) -added $17,527. Schedule j, part ii, col. E(2) -added $343,914. Schedule j, part ii, col. A(3) - added richard pan, director of technology. Schedule j, part ii, col. B(i)(3) - added $235,123. Schedule j, part ii, col. B(iii)(3) - added $322. Schedule j, part ii, col. C(3) - added $11,698. Schedule j, part ii, col. D(3) -added $43,564. Schedule j, part ii, col. E(3) -added $290,707. Schedule j, part ii, col. A(4) - added curtis march, director of upper school. Schedule j, part ii, col. B(i)(4) - added $206,971. Schedule j, part ii, col. B(iii)(4) - added $924. Schedule j, part ii, col. C(4) - added $11,394. Schedule j, part ii, col. D(4) -added $18,528. Schedule j, part ii, col. E(4) -added $237,817. Schedule j, part ii, col. A(5) - added kevie michael, head of lower school. Schedule j, part ii, col. B(i)(5) - added $195,107.”