LONG TRAIL SCHOOL INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LONG TRAIL SCHOOL INC (EIN 03-0253366)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-04-02
IRS object ID: 202420939349300902
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-02T07:57:09-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	161131146	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BONADIO & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6 WEMBLEY CT	AddressLine1Txt
City	ALBANY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12205	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	030253366	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LONG TRAIL SCHOOL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LONG	BusinessNameControlTxt
Phone	8028675717	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1045 KIRBY HOLLOW ROAD	AddressLine1Txt
City	DORSET	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05251	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	COLIN IGOE	PersonNm
Person Title	HEAD OF SCHOOL	PersonTitleTxt
Phone	8028675717	PhoneNum
Signature	2024-03-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	COLIN	PersonFirstNm
Person Last	IGOE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEVIN TESTO	PreparerPersonNm
PTIN	P01435881	PTIN
Phone	5184644080	PhoneNum
Preparation	2024-03-29	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	COLIN IGOE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1045 KIRBY HOLLOW ROAD	AddressLine1Txt
City	DORSET	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05251	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$8,878,381	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LONGTRAILSCHOOL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1975	FormationYr
Legal Domicile State	VT	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE AN INTELLECTUALLY ENRICHING COLLEGE-PREPARATORY CURRICULUM IN A SUPPORTIVE, CARING ENVIRONMENT TO FOSTER IN EACH STUDENT A LIFELONG COMMITMENT TO EXCELLENCE.	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	93	TotalEmployeeCnt
Total Volunteers	5	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,012,498	PYContributionsGrantsAmt
CY Contributions Grants	$643,444	CYContributionsGrantsAmt
PY Program Service Revenue	$5,274,863	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,489,085	CYProgramServiceRevenueAmt
PY Investment Income	$561,146	PYInvestmentIncomeAmt
CY Investment Income	$217,783	CYInvestmentIncomeAmt
PY Other Revenue	$2,900	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$7,851,407	PYTotalRevenueAmt
CY Total Revenue	$6,350,312	CYTotalRevenueAmt
PY Grants And Similar Paid	$765,445	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$701,775	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,992,313	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,872,281	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$237,261	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,683,240	PYOtherExpensesAmt
CY Other Expenses	$1,596,496	CYOtherExpensesAmt
PY Total Expenses	$6,440,998	PYTotalExpensesAmt
CY Total Expenses	$6,170,552	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,410,409	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$179,760	CYRevenuesLessExpensesAmt
Total Assets BOY	$16,971,743	TotalAssetsBOYAmt
Total Assets EOY	$17,783,889	TotalAssetsEOYAmt
Total Liabilities BOY	$525,861	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$507,781	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$16,445,882	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$17,276,108	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE AN INTELLECTUALLY ENRICHING COLLEGE-PREPARATORY CURRICULUM IN A SUPPORTIVE, CARING ENVIRONMENT TO FOSTER IN EACH STUDENT A LIFELONG COMMITMENT TO EXCELLENCE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$5,364,832	ExpenseAmt
Grant	$701,775	GrantAmt
Revenue	$5,526,784	RevenueAmt
Desc	THE SCHOOL OPERATES AS A SECONDARY-LEVEL SCHOOL FOR GRADES 6 TO 12. DURING THE FISCAL YEAR 2023, THE SCHOOL PROVIDED EDUCATION TO APPROXIMATELY 238 STUDENTS.	Desc
Total Program Service Expenses	$5,364,832	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	29	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	93	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	6	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	VT	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COURTNEY BISHOP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8028675717	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1045 KIRBY HOLLOW ROAD	AddressLine1Txt
City	DORSET	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05251	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
AMY THEBAULT
CHAIR	5.00	Yes (X)	Yes (X)	$0	$0	$0
TOM WHALEN
TREASURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
JULIE FOSTER
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
JEFF YATES
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
KATHERINE ROCKWELL MACLAUCHLAN
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
PARKER RICE
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
STEPHEN DRUNSIC
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
CHARLES SCRANTON
INTERIM HEAD OF SCHOOL	40.00		Yes (X)	$140,000	$0	$0
COLIN IGOE
HEAD OF SCHOOL	40.00		Yes (X)	$93,033	$0	$11,576
COURTNEY BISHOP
DIRECTOR OF FINANCE	40.00		Yes (X)	$91,259	$0	$5,743
SETH LINFIELD
FORMER HEAD OF SCHOOL	0.00			$189,267	$0	$8,360	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$513,559	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$25,679	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$147,688	GovernmentGrantsAmt
All Other Contributions	$495,756	AllOtherContributionsAmt
Total Contributions	$643,444	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION	611600	$5,040,549	$5,040,549
PROGRAM SUPPORT	611710	$402,382	$402,382
SUMMER PROGRAMS	611600	$46,154	$46,154

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,489,085	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$180,084	TotalRevenueColumnAmt
Exclusion	$180,084	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,565,768	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,528,069	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$37,699	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$37,699	TotalRevenueColumnAmt
Related Or Exempt Func Income	$37,699	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,350,312	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,526,784	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$180,084	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$701,775	TotalAmt
Program Services	$701,775	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$341,610	TotalAmt
Program Services	$61,152	ProgramServicesAmt
Management And General	$264,767	ManagementAndGeneralAmt
Fundraising	$15,691	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,977,573	TotalAmt
Program Services	$2,795,654	ProgramServicesAmt
Fundraising	$181,919	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$72,618	TotalAmt
Program Services	$49,799	ProgramServicesAmt
Management And General	$16,890	ManagementAndGeneralAmt
Fundraising	$5,929	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$228,932	TotalAmt
Program Services	$194,673	ProgramServicesAmt
Management And General	$21,365	ManagementAndGeneralAmt
Fundraising	$12,894	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$251,548	TotalAmt
Program Services	$208,785	ProgramServicesAmt
Management And General	$32,701	ManagementAndGeneralAmt
Fundraising	$10,062	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$8,656	TotalAmt
Management And General	$8,656	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$42,176	TotalAmt
Management And General	$42,176	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,650	TotalAmt
Program Services	$3,650	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$13,941	TotalAmt
Program Services	$7,085	ProgramServicesAmt
Fundraising	$6,856	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,313	TotalAmt
Management And General	$13,313	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$112,219	TotalAmt
Program Services	$28,055	ProgramServicesAmt
Management And General	$84,164	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$113,021	TotalAmt
Program Services	$111,891	ProgramServicesAmt
Management And General	$1,130	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,217	TotalAmt
Management And General	$2,217	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$273,941	TotalAmt
Program Services	$271,202	ProgramServicesAmt
Management And General	$2,739	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$91,290	TotalAmt
Program Services	$68,468	ProgramServicesAmt
Management And General	$22,822	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
STUDENT ACTIVITIES	$262,630	$262,630
REPAIRS AND MAINTENANCE	$253,538	$253,538
VEHICLES & TRANSPORTATI	$141,071	$141,071
INSTRUCTIONAL	$97,906	$97,906

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$166,927	TotalAmt
Program Services	$107,498	ProgramServicesAmt
Management And General	$55,519	ManagementAndGeneralAmt
Fundraising	$3,910	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,170,552	TotalAmt
Program Services	$5,364,832	ProgramServicesAmt
Management And General	$568,459	ManagementAndGeneralAmt
Fundraising	$237,261	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,179,848	BOYAmt
EOY	$2,053,058	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$70,111	BOYAmt
EOY	$52,310	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$15,676,016	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$6,920,511	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,799,915	BOYAmt
EOY	$8,755,505	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$5,968,197	BOYAmt
EOY	$6,764,524	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$953,672	BOYAmt
EOY	$158,492	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,971,743	BOYAmt
EOY	$17,783,889	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$279,098	BOYAmt
EOY	$285,630	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$236,715	BOYAmt
EOY	$161,288	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$10,048	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$60,863	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$525,861	BOYAmt
EOY	$507,781	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,224,222	BOYAmt
EOY	$11,375,093	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,221,660	BOYAmt
EOY	$5,901,015	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$16,445,882	BOYAmt
EOY	$17,276,108	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$16,971,743	BOYAmt
EOY	$17,783,889	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$179,760	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$695,575	NetUnrlzdGainsLossesInvstAmt
Investment Expense	-$45,109	InvestmentExpenseAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (1)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	0	FSAuditedInd
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,595,703	BeginningYearBalanceAmt
Contributions	$0	ContributionsAmt
Investment Earnings Or Losses	$747,713	InvestmentEarningsOrLossesAmt
Other Expenditures	$0	OtherExpendituresAmt
End Year Balance	$6,343,416	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,170,032	BeginningYearBalanceAmt
Contributions	$130,500	ContributionsAmt
Investment Earnings Or Losses	-$517,067	InvestmentEarningsOrLossesAmt
Other Expenditures	$187,762	OtherExpendituresAmt
End Year Balance	$5,595,703	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,197,782	BeginningYearBalanceAmt
Contributions	$55,000	ContributionsAmt
Investment Earnings Or Losses	$1,190,295	InvestmentEarningsOrLossesAmt
Other Expenditures	$273,045	OtherExpendituresAmt
End Year Balance	$6,170,032	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,099,715	BeginningYearBalanceAmt
Contributions	$5,000	ContributionsAmt
Investment Earnings Or Losses	$480,612	InvestmentEarningsOrLossesAmt
Other Expenditures	$387,545	OtherExpendituresAmt
End Year Balance	$5,197,782	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,703,704	BeginningYearBalanceAmt
Contributions	$107,500	ContributionsAmt
Investment Earnings Or Losses	$466,241	InvestmentEarningsOrLossesAmt
Other Expenditures	$177,730	OtherExpendituresAmt
End Year Balance	$5,099,715	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.09000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.53000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.38000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$412,539	OtherCostOrOtherBasisAmt
Book Value	$412,539	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,821,784	OtherCostOrOtherBasisAmt
Depreciation	$5,554,250	DepreciationAmt
Book Value	$8,267,534	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,441,693	OtherCostOrOtherBasisAmt
Depreciation	$1,366,261	DepreciationAmt
Book Value	$75,432	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,755,505	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LEASE LIABILITIES	Desc
Amt	$60,863	Amt

Field	Value	IRS element (for citing)
Total Liability	$60,863	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$6,299,003	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$695,575	NetUnrealizedGainsInvstAmt
Other Revenue	-$701,775	OtherRevenueAmt
Revenue Not Reported	-$6,200	RevenueNotReportedAmt
Revenue Subtotal	$6,305,203	RevenueSubtotalAmt
Investment Expenses Not Incld	$45,109	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$45,109	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$6,350,312	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$5,468,777	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$701,775	OtherExpensesIncludedAmt
Expenses Not Reported	-$701,775	ExpensesNotReportedAmt
Expenses Subtotal	$6,170,552	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,170,552	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:	FINANCIAL AID -701,775.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	FINANCIAL AID -701,775.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE E, PART I, LINE 6	FormAndLineReferenceDesc
Explanation	DURING 2022, THE SCHOOL CLAIMED A EMPLOYEE RETENTION CREDIT TOTALING $912,793 WITH THE IRS BASED ON ELIGIBLE WAGES INCURRED DURING THE PERIOD OF COVID-19 DISRUPTION. AT JUNE 30, 2023, $31,451 WAS LEFT TO BE COLLECTED AND RECORDED AS OTHER RECEIVABLES.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FINANCIAL AID	GrantTypeTxt
Recipient	63	RecipientCnt
Cash Grant	$701,775	CashGrantAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	SETH LINFIELD	PersonNm
Title	FORMER HEAD OF SCHOOL	TitleTxt
Base Compensation Filing Org	$189,267	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$7,400	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$960	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$197,627	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	THE SCHOOL PAYS FOR HEAD OF SCHOOL'S COUNTRY CLUB MEMBERSHIP	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE DIRECTOR, THE HEAD OF SCHOOL AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. IT IS THEN MADE AVAILABLE TO THE ENTIRE BOARD BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH ALL.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION OF THE HEAD OF SCHOOL IS RECOMMENDED TO THE BOARD OF TRUSTEES FOR THEIR APPROVAL. THE BOARD OF TRUSTEES BASE THEIR RECOMMENDATION BASED UPON USING COMPARABILITY DATA OBTAINED FROM A SERVICE THAT PROVIDES REGIONAL AND STATEWIDE COMPARABLE SALARIES. AN AGREEMENT IS THEN DRAFTED SETTING FORTH THE COMPENSATION AND THE AGREEMENT IS SIGNED BY THE HEAD OF SCHOOL AND THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	THE SCHOOL MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL REPORT TO THE GENERAL PUBLIC AT THE SCHOOL'S MAIN OFFICE AT 1045 KIRBY HOLLOW ROAD, DORSET, VT.
FORM 990, PART XII, LINE 2C:	NO CHANGES FROM THE PRIOR YEAR.