THADEN SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THADEN SCHOOL (EIN 47-5317135)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-04
- IRS object ID
- 202420959349300907
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-04T13:51:25-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PKWY 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | 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 | 475317135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THADEN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THAD | BusinessNameControlTxt |
| Phone | 4792685321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SE C ST | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM STRICKLAND | PersonNm |
| Person Title | CHIEF FINANCE & OPERATIONS OFFICER | PersonTitleTxt |
| Phone | 4792685321 | PhoneNum |
| Signature | 2024-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIM | PersonFirstNm |
| Person Last | STRICKLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Preparation | 2024-04-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | KIM STRICKLAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SE C ST | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,302,728 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THADENSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | AR | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE AN INDEPENEDENT SCHOOL AND PROVIDE A BALANCED AND CHALLENGING EDUCATION THAT IGNITES IN OUR STUDENTS A PASSION FOR DISCOVERY AND LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 136 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,905,092 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,805,589 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,698,560 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,319,564 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,268 | PYInvestmentIncomeAmt |
| CY Investment Income | $110,295 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$210,744 | PYOtherRevenueAmt |
| CY Other Revenue | $57,662 | CYOtherRevenueAmt |
| PY Total Revenue | $18,394,176 | PYTotalRevenueAmt |
| CY Total Revenue | $18,293,110 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,642,713 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,935,253 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,053,083 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,726,912 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $415,131 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,285,695 | PYOtherExpensesAmt |
| CY Other Expenses | $6,139,072 | CYOtherExpensesAmt |
| PY Total Expenses | $18,981,491 | PYTotalExpensesAmt |
| CY Total Expenses | $20,801,237 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$587,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,508,127 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,458,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,656,066 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,268,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $878,234 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,189,613 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,777,832 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO OPERATE AN INDEPENDENT SCHOOL AND PROVIDE A BALANCED EDUCATION THAT IGNITES A PASSION FOR DISCOVERY AND LEARNING, PREPARES STUDENTS TO SUCCEED IN COLLEGE, AND INSPIRES THEM TO LEAD LIVES OF INTEGRITY, PURPOSE AND RESPONSIBLE GLOBAL CITIZENSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,005,518 | ExpenseAmt |
| Grant | $4,809,101 | GrantAmt |
| Revenue | $8,319,564 | RevenueAmt |
| Desc | THADEN SCHOOL PROVIDES A BALANCED AND CHALLENGING EDUCATION THAT IGNITES IN OUR STUDENTS A PASSION FOR DISCOVERY AND LEARNING, PREPARES THEM TO SUCCEED IN COLLEGE, AND INSPIRES THEM TO LEAD LIVES OF INTEGRITY, PURPOSE, AND RESPONSIBLE GLOBAL CITIZENSHIP. | Desc |
| Total Program Service Expenses | $17,005,518 | 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 | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 136 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | AR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM STRICKLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4792685321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SE C ST | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID SLONE | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KERRY KOTOUC | ||||||||
| VP/SECRETARY (THRU 06/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ISAAC CODY | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AL DOMINGUEZ | ||||||||
| DIRECTOR (THRU 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM FAHEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE LEANOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT O'REILLY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARKITA ROGERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARI STEIGER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LATRIECE WATKINS | ||||||||
| DIRECTOR (THRU 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAYTON MARSH | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $544,464 | $0 | $27,180 | |||
| KIM STRICKLAND | ||||||||
| CHIEF FIN AND OPERATIONS | 40.00 | Yes (X) | $234,323 | $0 | $22,504 | |||
| LISA HERSCHBACH | ||||||||
| DEPUTY HEAD OF SCHOOL | 40.00 | $246,665 | $0 | $25,177 | Yes (X) | |||
| MICHAEL MALOY | ||||||||
| ASSOC. HOS, ACADEMIC DEAN | 40.00 | $218,338 | $0 | $13,181 | Yes (X) | |||
| JASON CURTIS | ||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $152,977 | $0 | $4,276 | Yes (X) | |||
| PHILLIP HOOPER | ||||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.00 | $126,258 | $0 | $14,529 | Yes (X) | |||
| MANDI FAHEY | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $116,202 | $0 | $17,624 | Yes (X) | |||
| ROBERT MCGEE | ||||||||
| DIRECTOR OF ATHLETICS | 40.00 | $106,281 | $0 | $17,952 | Yes (X) | |||
| JESSICA BONNEM | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $115,700 | $0 | $7,372 | Yes (X) | |||
| HELENE MENGERT | ||||||||
| DIRECTOR OF ARTS | 40.00 | $112,366 | $0 | $8,550 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,973,574 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $158,345 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NABHOLZ CONSTRUCTION COMPANY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3301 N 2ND STREET | AddressLine1Txt |
| City | ROGERS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION | ServicesDesc |
| Compensation | $661,928 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $679,438 | FundraisingAmt |
| Government Grants | $60,026 | GovernmentGrantsAmt |
| All Other Contributions | $9,066,125 | AllOtherContributionsAmt |
| Noncash Contributions | $50,300 | NoncashContributionsAmt |
| Total Contributions | $9,805,589 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $8,236,913 | $8,236,913 |
| AUXILLARY SERVICES | 611710 | $82,651 | $82,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,319,564 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,295 | TotalRevenueColumnAmt |
| Exclusion | $110,295 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,638 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,638 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,638 | TotalRevenueColumnAmt |
| Exclusion | $33,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,800 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $679,438 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,618 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,182 | TotalRevenueColumnAmt |
| Exclusion | $13,182 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,842 | TotalRevenueColumnAmt |
| Exclusion | $10,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,842 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,293,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,319,564 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $167,957 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,935,253 | TotalAmt |
| Program Services | $4,935,253 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,531,246 | TotalAmt |
| Program Services | $209,206 | ProgramServicesAmt |
| Management And General | $1,147,077 | ManagementAndGeneralAmt |
| Fundraising | $174,963 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,559,259 | TotalAmt |
| Program Services | $5,786,665 | ProgramServicesAmt |
| Management And General | $772,594 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,047 | TotalAmt |
| Program Services | $185,631 | ProgramServicesAmt |
| Management And General | $60,710 | ManagementAndGeneralAmt |
| Fundraising | $1,706 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,264 | TotalAmt |
| Program Services | $668,511 | ProgramServicesAmt |
| Management And General | $143,753 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,096 | TotalAmt |
| Program Services | $431,132 | ProgramServicesAmt |
| Management And General | $141,002 | ManagementAndGeneralAmt |
| Fundraising | $3,962 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,004 | TotalAmt |
| Management And General | $28,004 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,993 | TotalAmt |
| Management And General | $10,993 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,078 | TotalAmt |
| Management And General | $87,078 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,303 | TotalAmt |
| Management And General | $9,303 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,202 | TotalAmt |
| Program Services | $108,758 | ProgramServicesAmt |
| Management And General | $318,843 | ManagementAndGeneralAmt |
| Fundraising | $8,601 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,723 | TotalAmt |
| Program Services | $168,912 | ProgramServicesAmt |
| Management And General | $31,868 | ManagementAndGeneralAmt |
| Fundraising | $36,943 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,534 | TotalAmt |
| Program Services | $228,381 | ProgramServicesAmt |
| Management And General | $240,153 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,244 | TotalAmt |
| Program Services | $2,198 | ProgramServicesAmt |
| Management And General | $12,046 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,510 | TotalAmt |
| Program Services | $429,010 | ProgramServicesAmt |
| Management And General | $43,874 | ManagementAndGeneralAmt |
| Fundraising | $14,626 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,240 | TotalAmt |
| Program Services | $7,235 | ProgramServicesAmt |
| Management And General | $1,855 | ManagementAndGeneralAmt |
| Fundraising | $2,150 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,511 | TotalAmt |
| Program Services | $89,157 | ProgramServicesAmt |
| Management And General | $22,857 | ManagementAndGeneralAmt |
| Fundraising | $26,497 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,723,179 | TotalAmt |
| Program Services | $2,396,398 | ProgramServicesAmt |
| Management And General | $245,086 | ManagementAndGeneralAmt |
| Fundraising | $81,695 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,477 | TotalAmt |
| Program Services | $145,135 | ProgramServicesAmt |
| Management And General | $37,208 | ManagementAndGeneralAmt |
| Fundraising | $43,134 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT PROGRAMS | $564,064 | $564,064 | ||
| CULINARY SERVICES | $366,326 | $366,326 | ||
| TRANSPORTATION | $109,656 | $109,656 | ||
| SCHOOL EQUIPMENT | $73,141 | $47,079 | $12,070 | $13,992 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,887 | TotalAmt |
| Program Services | $126,811 | ProgramServicesAmt |
| Management And General | $14,214 | ManagementAndGeneralAmt |
| Fundraising | $6,862 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,801,237 | TotalAmt |
| Program Services | $17,005,518 | ProgramServicesAmt |
| Management And General | $3,380,588 | ManagementAndGeneralAmt |
| Fundraising | $415,131 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,864 | BOYAmt |
| EOY | $148,438 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,613,813 | BOYAmt |
| EOY | $349,527 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,733 | BOYAmt |
| EOY | $157,479 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,130 | BOYAmt |
| EOY | $63,794 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,500 | BOYAmt |
| EOY | $26,582 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,248 | BOYAmt |
| EOY | $14,521 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,843 | BOYAmt |
| EOY | $400,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,226,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,739,480 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,019,372 | BOYAmt |
| EOY | $67,487,304 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,007,838 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,458,503 | BOYAmt |
| EOY | $74,656,066 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,992 | BOYAmt |
| EOY | $574,869 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,573 | BOYAmt |
| EOY | $303,365 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,325 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,268,890 | BOYAmt |
| EOY | $878,234 | 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 | $66,379,979 | BOYAmt |
| EOY | $64,174,968 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,809,634 | BOYAmt |
| EOY | $9,602,864 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,189,613 | BOYAmt |
| EOY | $73,777,832 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,458,503 | BOYAmt |
| EOY | $74,656,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,508,127 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $96,346 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,400,000 | OtherCostOrOtherBasisAmt |
| Book Value | $9,400,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,745,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,606,216 | DepreciationAmt |
| Book Value | $54,139,237 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,040,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $984,548 | DepreciationAmt |
| Book Value | $3,056,240 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,040,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,148,716 | DepreciationAmt |
| Book Value | $891,827 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,487,304 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,580,670 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $96,346 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,809,101 | OtherRevenueAmt |
| Revenue Not Reported | -$4,712,755 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,293,425 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,303 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$9,618 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$315 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,293,110 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,992,451 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $9,618 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,618 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,982,833 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,303 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,809,101 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,818,404 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,801,237 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE CONSIDERED NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TUITION ASSISTANCE -4,809,101. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES FUNDRAISING EXPENSES -9,618. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES FUNDRAISING EXPENSES 9,618. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 4,809,101. |
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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE. THIS POLICY IS ALSO CONTAINED IN THE ORGANIZATION'S GOVERNING DOCUMENTS AND WILL BE DISCLOSED IN OTHER MATERIALS. |
| SCHEDULE E, PART I, LINE 6 | THADEN SCHOOL RECEIVED A GRANT FROM THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS (EANS) PROGRAM. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $663,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $640,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,800 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $111 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,936 | OtherDirectExpensesEvent1Amt |
| Event2 | BINGO NIGHT | Event2Nm |
| Gross Receipts Event2 | $39,238 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $39,238 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $2,191 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $380 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $702,238 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $679,438 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,800 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,191 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $111 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,316 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,618 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,182 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| INDEXED TUITION | 296 | $4,802,197 | FMV | DIRECT CREDIT TO STUDENT ACCOUNT |
| SCHOLARSHIPS | 18 | $6,904 | FMV | DIRECT CREDIT TO STUDENT ACCOUNT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THADEN SCHOOL HAS AN APPLICATION PROCESS FOR INDEXED TUITION AVAILABLE TO ALL FAMILIES. ON THE APPLICATION, FAMILIES ARE REQUIRED TO DISCLOSE FINANCIAL INFORMATION AND DOCUMENTS. THE INDEXED TUITION COMMITTEE USES THE SUBMITTED INFORMATION TO DETERMINE THE LEVEL OF TUITION FOR EACH QUALIFIED FAMILY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLAYTON MARSH | ||||||||||||||
| HEAD OF SCHOOL | $502,954 | $0 | $0 | $0 | $41,510 | $0 | $12,200 | $0 | $14,980 | $0 | $571,644 | $0 | $0 | $0 |
| LISA HERSCHBACH | ||||||||||||||
| DEPUTY HEAD OF SCHOOL | $246,665 | $0 | $0 | $0 | $0 | $0 | $10,197 | $0 | $14,980 | $0 | $271,842 | $0 | $0 | $0 |
| KIM STRICKLAND | ||||||||||||||
| CHIEF FIN AND OPERATIONS | $209,323 | $0 | $25,000 | $0 | $0 | $0 | $8,579 | $0 | $13,925 | $0 | $256,827 | $0 | $0 | $0 |
| MICHAEL MALOY | ||||||||||||||
| ASSOC. HOS, ACADEMIC DEAN | $214,706 | $0 | $0 | $0 | $3,632 | $0 | $9,003 | $0 | $4,178 | $0 | $231,519 | $0 | $0 | $0 |
| JASON CURTIS | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $152,977 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,276 | $0 | $157,253 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THADEN SCHOOL REIMBURSES THE DUES TO A SOCIAL CLUB THAT THE HEAD OF SCHOOL USES TO MEET WITH VARIOUS INDIVIDUALS INCLUDING POTENTIAL EMPLOYEES, VENDORS, & DONORS. THE AMOUNTS ARE INCLUDED AS TAXABLE WAGES IN ON SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 7 | THE CHIEF FINANCE AND OPERATIONS OFFICER RECEIVED A NON-FIXED BONUS OF $25,000 FOR THE 2022 CALENDAR YEAR, WHICH WAS APPROVED BY THE BOARD FOR CARRYING ADDITIONAL RESPONSIBILITIES FOR THE YEAR. THIS IS INCLUDED IN HER WAGES ON SCHEDULE J, PART II, COLUMN B(II). |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAYTON MARSH | PersonNm |
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | TUITION REIMBURSEMENT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $162,000 | OriginalPrincipalAmt |
| Balance Due | $26,582 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $26,582 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANDI FAHEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $122,641 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: MANDI FAHEY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:RELATED TO BOARD MEMBER | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PHOTO PRINTERS (3) | 1 | $36,000 | FMV |
| Yes (X) | GRAND PIANO | 1 | $12,000 | FMV |
| Yes (X) | BOARD GAMES (75) | 1 | $1,500 | FMV |
| Yes (X) | VINTAGE BICYCLE | 1 | $800 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MANDI FAHEY AND TOM FAHEY HAVE A FAMILIAL RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY MANAGEMENT WITH THE ASSISTANCE OF A PAID PREPARER. A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO FILL OUT THE CONFLICT OF INTEREST FORM WHERE THEY MUST DISCLOSE ANY RELATIONSHIPS WITH PAST OR FUTURE VENDORS. THE FORM IS REVIEWED BY THE BUSINESS OFFICE FOR ACCURACY. ANY CONFLICTS MUST BE APPROVED BY THE CHIEF FINANCE AND OPERATIONS OFFICER AND/OR THE HEAD OF SCHOOL BEFORE PROCEEDING WITH THE VENDOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN DETERMINING COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL, AND OTHER KEY EMPLOYEES, THE ORGANIZATION REVIEWS AND CONSIDERS INFORMATION ON WHAT SIMILARLY-SITUATED ORGANIZATIONS PROVIDE FOR SIMILAR SERVICES AND ON WHAT IS APPROPRIATE AND NECESSARY TO ATTRACT AND MAINTAIN WELL-QUALIFIED INDIVIDUALS TO SERVE IN THESE POSITIONS FOR THE ORGANIZATION. AFTER OBTAINING AND REVIEWING THIS INFORMATION, THE BOARD OF DIRECTORS DETERMINES COMPENSATION FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL DETERMINES COMPENSATION FOR ALL OTHER EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
Comments