TY 2016 Form 990 Schedule O

Instrumentl eFile RenderObject ID: 201810439349301136 - Rendered 2024-05-06 TIN: 86-0172671

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2016

Open to Public
Inspection

Name of the organization

PHOENIX COUNTRY DAY SCHOOL

Employer identification number

86-0172671

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED BY THE CONTROLLER AND CFO. THE DRAFT IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL AND THEN THE FINAL FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C	ON AN ANNUAL BASIS, ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A COMPLIANCE CERTIFICATE VERIFYING THAT 1) THEY HAVE RECEIVED AND READ THE PCDS CONFLICT OF INTEREST POLICY, 2) THEY AGREE TO COMPLY WITH THE POLICY, 3) THEY HAVE NOT KNOWINGLY VIOLATED ANY PROVISION OF THE POLICY SINCE THEIR INITIAL APPOINTMENT TO THE BOARD, AND 4) THEY HAVE ATTACHED A LISTING OF ANY INTEREST THAT MAY GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST BETWEEN THEMSELVES AND THE SCHOOL, INCLUDING ANY TRANSACTIONS OR RELATIONSHIPS WITH PCDS INVOLVING IMMEDIATE FAMILY MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15	DETERMINATION OF COMPENSATION FOR HEADMASTER: THE BOARD OF TRUSTEES OBTAINS AND RELIES ON APPROPRIATE DATA PRIOR TO MAKING COMPENSATION DECISIONS. RELEVANT INFORMATION INCLUDES, BUT IS NOT LIMITED TO, INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITION IN SIMILAR ORGANIZATIONS, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, OR OTHER COMPARABLE DATA. DETERMINATION OF COMPENSATION FOR OFFICERS AND KEY EMPLOYEES: THE HEAD OF SCHOOL OBTAINS AND RELIES ON APPROPRIATE DATA FOR COMPARABILITY PRIOR TO MAKING COMPENSATION DECISIONS. RELEVANT INFORMATION INCLUDES, BUT IS NOT LIMITED TO, INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, OR OTHER COMPARABLE DATA.
FORM 990, PART VI, SECTION C, LINE 19	THE SCHOOL DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES OR AUDITED FINANCIAL STATEMENTS, HOWEVER ALL SUCH DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE ALSO MADE AVAILABLE TO CERTAIN INTERESTED THIRD PARTIES SUCH AS ITS ACADEMIC ACCREDITATION ORGANIZATION, BANKS, DONORS, POTENTIAL DONORS, AND PARENTS.
FORM 990, PART XII, LINE 2C - OVERSIGHT AND SELECTION PROCESS	THE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART VI, LN 18- EXPLANATION OF AVAILABILITY FOR PUBLIC INSPECTION	THE SCHOOL'S FORM 990 IS AVAILABLE ON THE GUIDESTAR WEBSITE AND IS AVAILABLE UPON REQUEST.

Return Reference

Explanation

FORM 990, PART VI, SECTION B, LINE 11B

THE FORM 990 IS REVIEWED BY THE CONTROLLER AND CFO. THE DRAFT IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL AND THEN THE FINAL FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS.

FORM 990, PART VI, SECTION B, LINE 12C

ON AN ANNUAL BASIS, ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A COMPLIANCE CERTIFICATE VERIFYING THAT 1) THEY HAVE RECEIVED AND READ THE PCDS CONFLICT OF INTEREST POLICY, 2) THEY AGREE TO COMPLY WITH THE POLICY, 3) THEY HAVE NOT KNOWINGLY VIOLATED ANY PROVISION OF THE POLICY SINCE THEIR INITIAL APPOINTMENT TO THE BOARD, AND 4) THEY HAVE ATTACHED A LISTING OF ANY INTEREST THAT MAY GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST BETWEEN THEMSELVES AND THE SCHOOL, INCLUDING ANY TRANSACTIONS OR RELATIONSHIPS WITH PCDS INVOLVING IMMEDIATE FAMILY MEMBERS.

FORM 990, PART VI, SECTION B, LINE 15

DETERMINATION OF COMPENSATION FOR HEADMASTER: THE BOARD OF TRUSTEES OBTAINS AND RELIES ON APPROPRIATE DATA PRIOR TO MAKING COMPENSATION DECISIONS. RELEVANT INFORMATION INCLUDES, BUT IS NOT LIMITED TO, INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITION IN SIMILAR ORGANIZATIONS, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, OR OTHER COMPARABLE DATA. DETERMINATION OF COMPENSATION FOR OFFICERS AND KEY EMPLOYEES: THE HEAD OF SCHOOL OBTAINS AND RELIES ON APPROPRIATE DATA FOR COMPARABILITY PRIOR TO MAKING COMPENSATION DECISIONS. RELEVANT INFORMATION INCLUDES, BUT IS NOT LIMITED TO, INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, OR OTHER COMPARABLE DATA.

FORM 990, PART VI, SECTION C, LINE 19

THE SCHOOL DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES OR AUDITED FINANCIAL STATEMENTS, HOWEVER ALL SUCH DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE ALSO MADE AVAILABLE TO CERTAIN INTERESTED THIRD PARTIES SUCH AS ITS ACADEMIC ACCREDITATION ORGANIZATION, BANKS, DONORS, POTENTIAL DONORS, AND PARENTS.

FORM 990, PART XII, LINE 2C - OVERSIGHT AND SELECTION PROCESS

THE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.

FORM 990, PART VI, LN 18- EXPLANATION OF AVAILABILITY FOR PUBLIC INSPECTION

THE SCHOOL'S FORM 990 IS AVAILABLE ON THE GUIDESTAR WEBSITE AND IS AVAILABLE UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2016

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