THE FORMAN SCHOOL INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE FORMAN SCHOOL INC (EIN 06-0646648)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-17
- IRS object ID
- 202421089349300422
- 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 K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-17T12:02:21-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061053627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Connell Pace & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 Silas Deane Hwy Ste 301 | AddressLine1Txt |
| City | Wethersfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06109 | 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 | 060646648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forman School Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORM | BusinessNameControlTxt |
| Phone | 8605671807 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 80 | AddressLine1Txt |
| City | Litchfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06759 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Maltby | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 8605671807 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Peter | PersonFirstNm |
| Person Last | Maltby | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mario Pace | PreparerPersonNm |
| PTIN | P00171616 | PTIN |
| Phone | 8602473917 | PhoneNum |
| Preparation | 2024-04-17 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | Adam Man | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Norfolk Road | AddressLine1Txt |
| City | Litchfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,975,840 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.formanschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | The Forman School is an independent, coeducational college preparatory school for boarding and day students with identified learning differences. Forman develops the whole student so that | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 179 | TotalEmployeeCnt |
| Total Volunteers | 99 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,766,493 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,321,665 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,733,673 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,536,665 | CYProgramServiceRevenueAmt |
| PY Investment Income | $353,469 | PYInvestmentIncomeAmt |
| CY Investment Income | $543,828 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,670 | PYOtherRevenueAmt |
| CY Other Revenue | $30,704 | CYOtherRevenueAmt |
| PY Total Revenue | $22,916,305 | PYTotalRevenueAmt |
| CY Total Revenue | $24,432,862 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,140,614 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,956,586 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,525,941 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,074,755 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,051,821 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,249,943 | PYOtherExpensesAmt |
| CY Other Expenses | $8,804,291 | CYOtherExpensesAmt |
| PY Total Expenses | $22,916,498 | PYTotalExpensesAmt |
| CY Total Expenses | $23,835,632 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$193 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $597,230 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,375,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,520,660 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,924,344 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,152,644 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,451,453 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,368,016 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Forman School is an independent, coeducational college preparatory school for boarding and day students with identified learning differences. Forman develops the whole student so that | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,561,064 | ExpenseAmt |
| Grant | $2,956,586 | GrantAmt |
| Revenue | $20,536,665 | RevenueAmt |
| Desc | Operate and maintain a private school (grades 9-12) for children with specific learning differences and to prepare them for a college curriculum. | Desc |
| Total Program Service Expenses | $18,561,064 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 179 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Maltby | PersonNm |
| Phone | 8605671807 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Norfolk Road | AddressLine1Txt |
| City | Litchfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06759 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Anne Quilhot Buckley | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Garber Daniels | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| L Laird Davis | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Gluck | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Annette R Jenner-Matthews | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Preethi Krishna | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Langan | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gregory Loss | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cameron Sherrill | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David White | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy Wills | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Yormark | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Ebbert | |||||||
| President/Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Barbara Chace | |||||||
| Vice President/Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| David Shaggy | |||||||
| Vice President/Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michael Cook | |||||||
| Secretary/Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| John Finnerty | |||||||
| Treasurer/Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Adam K Man | |||||||
| Head of School/Trustee | 60.00 | Yes (X) | $486,675 | $0 | $184,794 | Yes (X) | |
| Peter Maltby | |||||||
| Chief Financial Officer | 60.00 | Yes (X) | $151,528 | $0 | $30,416 | Yes (X) | |
| Edward Kowalchik | |||||||
| Assistant Head of School for Enrollment & Programs | 60.00 | $271,543 | $0 | $36,874 | Yes (X) | ||
| Maryellen Ruth | |||||||
| Director of the Forman Diagnostic Center | 60.00 | $129,797 | $0 | $28,359 | Yes (X) | ||
| Jaime Feinman | |||||||
| Director of Admission | 60.00 | $144,528 | $0 | $17,290 | Yes (X) | ||
| Martin Bozak | |||||||
| Director of Operations | 60.00 | $108,832 | $0 | $21,888 | Yes (X) | ||
| Ashley Banks | |||||||
| Director of Student Health | 60.00 | $112,848 | $0 | $15,736 | Yes (X) | ||
| Kerry Conroy | |||||||
| Director of Communications | 60.00 | $100,184 | $0 | $25,652 | Yes (X) | ||
| Donald Levinsky | |||||||
| Director of Information Technology | 60.00 | $102,248 | $0 | $9,001 | Yes (X) | ||
| John Strawson | |||||||
| Athletics Director | 60.00 | $105,657 | $0 | $12,473 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,713,840 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $382,483 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Culinart Group | |||||
| PO Box 417632 | Boston | MA | 022417632 | Dining Hall Services | $1,247,205 |
| Eversource | |||||
| 56 Prospect Street | Hartford | CT | 06103 | Electrical Services | $292,355 |
| Casey Fuel dba Marondola Fuel Service | |||||
| 91 Kent Road | New Milford | CT | 06776 | Fuel Services | $220,444 |
| Fay Design LLC | |||||
| 5 Douth Oxford Street Apt D1 | Brooklyn | NY | 11217 | Graphic Design Services | $209,195 |
| Windows of Connecticut | |||||
| 10 Horace Street | Torrington | CT | 06790 | Construction Services | $138,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,693,948 | GovernmentGrantsAmt |
| All Other Contributions | $1,627,717 | AllOtherContributionsAmt |
| Noncash Contributions | $166,749 | NoncashContributionsAmt |
| Total Contributions | $3,321,665 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Tuition Income | 611110 | $20,464,679 | $0 | $0 |
| Auxilary Enterprises | 611110 | $28,913 | $0 | $0 |
| Other Income | 611710 | $43,073 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,536,665 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $416,018 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $416,018 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,541,378 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,413,568 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $127,810 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $127,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $160,114 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $129,410 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,704 | TotalRevenueColumnAmt |
| Exclusion | $30,704 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,432,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,536,665 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $574,532 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,956,586 | TotalAmt |
| Program Services | $2,956,586 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694,794 | TotalAmt |
| Program Services | $1,357,661 | ProgramServicesAmt |
| Management And General | $210,094 | ManagementAndGeneralAmt |
| Fundraising | $127,039 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,285,067 | TotalAmt |
| Program Services | $5,179,801 | ProgramServicesAmt |
| Management And General | $1,509,528 | ManagementAndGeneralAmt |
| Fundraising | $595,738 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,609 | TotalAmt |
| Program Services | $371,662 | ProgramServicesAmt |
| Management And General | $180,319 | ManagementAndGeneralAmt |
| Fundraising | $46,628 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,836,528 | TotalAmt |
| Program Services | $1,441,362 | ProgramServicesAmt |
| Management And General | $314,879 | ManagementAndGeneralAmt |
| Fundraising | $80,287 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,757 | TotalAmt |
| Program Services | $499,739 | ProgramServicesAmt |
| Management And General | $114,039 | ManagementAndGeneralAmt |
| Fundraising | $45,979 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,706 | TotalAmt |
| Program Services | $428,131 | ProgramServicesAmt |
| Management And General | $576,857 | ManagementAndGeneralAmt |
| Fundraising | $11,718 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,513 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
| Management And General | $424,543 | ManagementAndGeneralAmt |
| Fundraising | $49,970 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,193 | TotalAmt |
| Program Services | $122,793 | ProgramServicesAmt |
| Management And General | $341,312 | ManagementAndGeneralAmt |
| Fundraising | $9,088 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,256 | TotalAmt |
| Program Services | $152,302 | ProgramServicesAmt |
| Management And General | $32,804 | ManagementAndGeneralAmt |
| Fundraising | $14,150 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,583,671 | TotalAmt |
| Program Services | $1,412,691 | ProgramServicesAmt |
| Management And General | $165,094 | ManagementAndGeneralAmt |
| Fundraising | $5,886 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,186 | TotalAmt |
| Program Services | $97,464 | ProgramServicesAmt |
| Management And General | $56,800 | ManagementAndGeneralAmt |
| Fundraising | $53,922 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,725 | TotalAmt |
| Program Services | $245,563 | ProgramServicesAmt |
| Management And General | $15,139 | ManagementAndGeneralAmt |
| Fundraising | $1,023 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,112,283 | TotalAmt |
| Program Services | $1,981,844 | ProgramServicesAmt |
| Management And General | $122,182 | ManagementAndGeneralAmt |
| Fundraising | $8,257 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,809 | TotalAmt |
| Program Services | $412,650 | ProgramServicesAmt |
| Management And General | $25,440 | ManagementAndGeneralAmt |
| Fundraising | $1,719 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Departmental Expenses | $467,227 | $333,093 | $133,717 | $417 |
| Food Service | $1,200,009 | $1,200,009 | $0 | $0 |
| Student Activities | $365,713 | $365,713 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,835,632 | TotalAmt |
| Program Services | $18,561,064 | ProgramServicesAmt |
| Management And General | $4,222,747 | ManagementAndGeneralAmt |
| Fundraising | $1,051,821 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,612 | BOYAmt |
| EOY | $3,566 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,192,743 | BOYAmt |
| EOY | $11,094,175 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,614 | BOYAmt |
| EOY | $71,160 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,018 | BOYAmt |
| EOY | $72,488 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,656 | BOYAmt |
| EOY | $250,754 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,150 | BOYAmt |
| EOY | $971,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,643,901 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,648,019 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,072,150 | BOYAmt |
| EOY | $23,995,882 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,779,854 | BOYAmt |
| EOY | $9,061,090 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,375,797 | BOYAmt |
| EOY | $45,520,660 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,064 | BOYAmt |
| EOY | $1,434,258 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,369,443 | BOYAmt |
| EOY | $3,535,164 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,698,124 | BOYAmt |
| EOY | $2,482,004 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,544,713 | BOYAmt |
| EOY | $3,701,218 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,924,344 | BOYAmt |
| EOY | $11,152,644 | 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 | $22,566,561 | BOYAmt |
| EOY | $22,629,986 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,884,892 | BOYAmt |
| EOY | $11,738,030 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,451,453 | BOYAmt |
| EOY | $34,368,016 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,375,797 | BOYAmt |
| EOY | $45,520,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $597,230 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $319,333 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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 | $8,587,318 | BeginningYearBalanceAmt |
| Contributions | $32,980 | ContributionsAmt |
| Investment Earnings Or Losses | $604,869 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $346,380 | OtherExpendituresAmt |
| End Year Balance | $8,878,787 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,672,725 | BeginningYearBalanceAmt |
| Contributions | $444,399 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,201,756 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $328,050 | OtherExpendituresAmt |
| End Year Balance | $8,587,318 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,181,750 | BeginningYearBalanceAmt |
| Contributions | $23,052 | ContributionsAmt |
| Investment Earnings Or Losses | $1,795,501 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $327,578 | OtherExpendituresAmt |
| End Year Balance | $9,672,725 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,194,972 | BeginningYearBalanceAmt |
| Contributions | $37,686 | ContributionsAmt |
| Investment Earnings Or Losses | $269,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $320,175 | OtherExpendituresAmt |
| End Year Balance | $8,181,750 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,296,136 | BeginningYearBalanceAmt |
| Contributions | $45,651 | ContributionsAmt |
| Investment Earnings Or Losses | $302,924 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $449,739 | OtherExpendituresAmt |
| End Year Balance | $8,194,972 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09420 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62970 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27610 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,605,777 | OtherCostOrOtherBasisAmt |
| Book Value | $1,605,777 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,275,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,266,954 | DepreciationAmt |
| Book Value | $21,008,940 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,082,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,381,065 | DepreciationAmt |
| Book Value | $701,342 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $679,823 | OtherCostOrOtherBasisAmt |
| Book Value | $679,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,995,882 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Income Taxes Payable | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,925,019 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $319,333 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $129,410 | OtherRevenueAmt |
| Revenue Not Reported | $448,743 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,476,276 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,956,586 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,956,586 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,432,862 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,008,456 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $129,410 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $129,410 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,879,046 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,956,586 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,956,586 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,835,632 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | The School invests its endowment funds to generate income and long-term growth. The income of which is utilized in accordance with donor stipulations, if any, and support of the School's exempt activites. The appreciation is utilized in accordance with the School's spending policy. |
| Pt XI, Line 2d | $129,410 Cost of Goods Sold on School store sales. |
| Pt XI, Line 4b | $2,956,586 Financial Aid to Students. |
| Pt XII, Line 2d | $129,410 Cost of Goods Sold on School store sales. |
| Pt XII, Line 4b | $2,956,586 Financial Aid to Students. |
| Pt X, Line 2 | Management believes the School has no uncertain tax positions as of June 30, 2023. The Federal Form 990 and 990-T are subject to examination by the IRS, generally for three years after they were filed. The School's Federal and State tax filings prior to the year ended June 30, 2020 are closed. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Line 3 | FormAndLineReferenceDesc |
| Explanation | A statement of nondiscrimination is included on the registration form and on the School's Website. The School's nondiscrimination policy was included in student registration documents, School's website, and newspaper advertisements. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial aid to students | GrantTypeTxt |
| Recipient | 76 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $2,956,586 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Financial Aid | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Adam K Man | |||||||||||||
| $486,675 | $0 | $0 | $0 | $0 | $0 | $74,400 | $0 | $110,394 | $0 | $671,469 | $0 | $0 | $0 |
| Peter Maltby | |||||||||||||
| $151,528 | $0 | $0 | $0 | $0 | $0 | $12,614 | $0 | $17,802 | $0 | $181,944 | $0 | $0 | $0 |
| Edward Kowalchik | |||||||||||||
| $271,543 | $0 | $0 | $0 | $0 | $0 | $19,043 | $0 | $17,830 | $0 | $308,416 | $0 | $0 | $0 |
| Maryellen Ruth | |||||||||||||
| $129,797 | $0 | $0 | $0 | $0 | $0 | $10,612 | $0 | $17,747 | $0 | $158,156 | $0 | $0 | $0 |
| Jaime Feinman | |||||||||||||
| $144,528 | $0 | $0 | $0 | $0 | $0 | $10,452 | $0 | $6,838 | $0 | $161,818 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 1b | The Head of School is required to live on campus in order to effectively perform his duties, which includes hosting events and to be available to faculty and students. "Personal Services" consist of approximately 5 hours of housekeeping services per week at the residence of the Head of School. |
| Pt I Line 4b | The School's employees participate in a section 457(b)and a section 457(f) nonqualified retirement plan. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2013-03-28 | BondIssuedDt |
| Issue Price | $4,700,000 | IssuePriceAmt |
| Purpose | Capital Projects | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,093,849 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $4,700,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $251,599 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $4,448,401 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0.00000 | ChangeInUseBondFinancedPropPct |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 0.000000000000 | TermOfHedgePct |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0.000000000000 | TermOfGICPct |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Man | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Wife of Head of School | RelationshipDescriptionTxt |
| Transaction | $46,873 | TransactionAmt |
| Transaction | Compensation as faculty, archivist, special events | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $166,749 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Form 990 is initially reviewed by Management of the School and subsequently made available to the Board of Directors for review and comment prior to its submission to the IRS. |
| Pt VI, Line 12c | The School has a formal written conflict of interest policy and each Board Member is required to submit a signed conflict of interest disclosure statement annually. The copies of the signed statements are maintained by the assistant to the Head of School. |
| Pt VI, Line 15a | The Compensation Committee of the School uses school comparability statistics and National Association of Independant Schools benchmark studies to determine compensation of the Head of School. |
| Pt VI, Line 15b | The Head of School uses school comparability statistics and National Association of Independant Schools benchmark studies to determine compensation of all other key employees and other officers of the School. |
| Pt VI, Line 19 | The School has made the Form 990, governing documents, conflict of interest policy, and financial statements available in a file maintained in the administrative office of the School available upon request. |
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