SHERIDAN SCHOOL INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHERIDAN SCHOOL INC (EIN 53-6019409)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-18
- IRS object ID
- 202441099349300909
- 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 K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-18T08:39:47-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 536019409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERIDAN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 2023627900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 36TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAVAN KHOOBCHANDANI | PersonNm |
| Person Title | BOARD CHAIR & PRESIDENT | PersonTitleTxt |
| Phone | 2023627900 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAVAN | PersonFirstNm |
| Person Last | KHOOBCHANDANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2024-03-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | COURTNEY MARTIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 36TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,488,372 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHERIDANSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL SERVICES TO CHILDREN FROM KINDERGARTEN THROUGH EIGHTH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 154 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,512,352 | PYContributionsGrantsAmt |
| CY Contributions Grants | $407,305 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,823,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,552,830 | CYProgramServiceRevenueAmt |
| PY Investment Income | $193,155 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,260 | CYInvestmentIncomeAmt |
| PY Other Revenue | $92,978 | PYOtherRevenueAmt |
| CY Other Revenue | $48,098 | CYOtherRevenueAmt |
| PY Total Revenue | $11,622,358 | PYTotalRevenueAmt |
| CY Total Revenue | $11,055,493 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,755,416 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,581,914 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,146,808 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,659,476 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $169,797 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,461,383 | PYOtherExpensesAmt |
| CY Other Expenses | $2,794,240 | CYOtherExpensesAmt |
| PY Total Expenses | $10,363,607 | PYTotalExpensesAmt |
| CY Total Expenses | $11,035,630 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,258,751 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,863 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,562,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,976,299 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,001,784 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,557,081 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,560,238 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,419,218 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHERIDAN SCHOOL'S MISSION IS TO CREATE AN INCLUSIVE, VIBRANT LEARNING COMMUNITY. WE TAKE JOY IN LEARNING, SHOW KINDNESS AND EMPATHY TOWARDS OTHERS, EMBRACE NEW EXPERIENCES AND IDEAS, AND CONTINUALLY SEEK A DEEPER AND FULLER UNDERSTANDING OF THE WORLD. WE SEEK TO INSPIRE SELF-KNOWLEDGE, INTELLECTUAL DISCIPLINE, AND PERSONAL INTEGRITY IN OUR COMMUNITY MEMBERS. AT BOTH OUR CITY AND MOUNTAIN CAMPUSES, THE SHERIDAN COMMUNITY CHALLENGES ITSELF TO LIVE THE IDEAL OF RESPECT FOR ONESELF, OTHERS, AND THE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,560,597 | ExpenseAmt |
| Grant | $1,474,197 | GrantAmt |
| Revenue | $9,305,380 | RevenueAmt |
| Desc | EDUCATION PROGRAM: AS AN ACCREDITED SCHOOL, WE PROVIDE AN EDUCATION FOR APPROXIMATELY 230 CHILDREN FROM KINDERGARTEN TO GRADE EIGHT AT OUR CITY AND MOUNTAIN CAMPUSES. WE SEEK TO NURTURE AND CHALLENGE CHILDREN THROUGH A COLLECTION OF ACADEMIC SUBJECTS AND ENRICHING ACTIVITIES THAT ENCOURAGE CHILDREN TO TAKE RESPONSIBILITY FOR THEIR LEARNING AND SOCIAL DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $719,488 | ExpenseAmt |
| Grant | $44,010 | GrantAmt |
| Revenue | $810,681 | RevenueAmt |
| Desc | SUMMER CAMP: THE SCHOOL CONDUCTS A SUMMER CAMP IN THREE TWO-WEEK SESSIONS OF APPROXIMATELY 230 CHILDREN AGES 3 TO 16 EACH SUMMER. CHILDREN DEVELOP NEW SKILLS, SPECIAL TALENTS, EMERGING INTERESTS AND SELF-CONFIDENCE BY EXPLORATION AND CELEBRATION OF THE VISUAL AND PERFORMING ARTS, CULINARY ARTS, AND SPORTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $445,850 | ExpenseAmt |
| Grant | $63,707 | GrantAmt |
| Revenue | $436,769 | RevenueAmt |
| Desc | AFTER SCHOOL PROGRAM: THE AFTER SCHOOL PROGRAMS MIRROR THE SCHOOL'S CHILD-ORIENTED PHILOSOPHY; CHILDREN ARE ENCOURAGED TO PURSUE THEIR INDIVIDUAL INTERESTS. WITHIN THE PROGRAM, CHILDREN MAY FOCUS ON EDUCATIONAL, ARTISTIC, OR PHYSICAL ACTIVITIES, INCLUDING ENRICHMENT CLASSES, STUDY HALL, GAMES, AND ART PROJECTS. THE PROGRAM ALSO INCLUDES STRUCTURED ACTIVITIES FOR HALF- AND FULL-DAY PROGRAMS DURING CONFERENCE DAYS OR DUE TO EARLY DISMISSAL FROM SCHOOL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $382,220 | SUPPORT SERVICES: DURING THE SCHOOL YEAR, THE SCHOOL PROVIDES DAILY NUTRITIOUS HOT LUNCH AND SNACKS FOR ALL STUDENTS, FACULTY, AND STAFF. | |
| OTHER PROGRAM-RELATED ACTIVITIES | $55,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $382,220 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $55,677 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,108,155 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 154 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE BADOUX CO SHERIDAN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023627900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 36TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200084208 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PAVAN KHOOBCHANDANI | |||||||
| BOARD CHAIR & PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES HULME | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUSTIN GALEN | |||||||
| ASST TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHANNON EGGER | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARRY REEDER | |||||||
| 1ST VICE CHAIR & 1ST VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRACY MANN | |||||||
| 2ND VICE CHAIR & 2ND VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY GARIGLIANO | |||||||
| 3RD VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMELIA MATTLER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY WEIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ASAKI BRADFORD | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER MILLER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE NAGUIB | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| INDIRA MARTELL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE ZIEGLER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARI MCDONALD | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LAWRENCE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIE CAMPBELL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA DIEFENBACH | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SAPNA MEHTA | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VALAIDA WISE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA DONOVAN | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $343,280 | $0 | $35,685 | ||
| SUZANNE BADOUX | |||||||
| DIRECTOR OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $161,092 | $0 | $23,768 | ||
| TIPHANIE EDWARDS | |||||||
| ASST. HEAD OF SCHOOL | 40.00 | $126,434 | $0 | $45,086 | Yes (X) | ||
| MELANIE AUERBACH | |||||||
| DIRECTOR OF STUDENT SUPPORT | 40.00 | $124,230 | $0 | $101,161 | Yes (X) | ||
| LAURA GARCIA DE MENDOZA | |||||||
| MUSIC TEACHER | 40.00 | $122,099 | $0 | $6,086 | Yes (X) | ||
| ROBERT BRADFORD | |||||||
| LOWER SCHOOL HEAD | 40.00 | $112,956 | $0 | $26,581 | Yes (X) | ||
| KAREN O'CONNOR-FLOMAN | |||||||
| DIRECTOR OF ENROLLMENT MGMT | 40.00 | $103,938 | $0 | $16,084 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,094,029 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $254,451 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERIWETHER GODSEY | |||||
| 4944 OLD BOONSBORO RD | LYNCHBURG | VA | 24503 | FOOD SERVICE | $376,986 |
| CARNEY SANDOE & ASSOCIATES | |||||
| 5070 N HWY A1A SUITE 610 | VERO BEACH | FL | 32963 | EMPLOYEE RECRUITMENT | $124,633 |
| MTFA DES & PRESERVATION | |||||
| 316 PENNSYLVANIA AVE SE SUITE 401 | WASHINGTON | DC | 20003 | ARCHITECTURE & DESIGN SERVICES | $120,462 |
| CAMP HORIZONS | |||||
| 3586 HORIZONS WAY | HARRISONBURG | VA | 22802 | OUTDOOR EDUCATION | $110,517 |
| MCDONALD CLEANING SYSTEMS | |||||
| 2121 WISCONSIN AVE NW SUITE 61 | WASHINGTON | DC | 20007 | JANITORIAL SERVICES | $103,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $65,994 | FundraisingAmt |
| Government Grants | $63,372 | GovernmentGrantsAmt |
| All Other Contributions | $277,939 | AllOtherContributionsAmt |
| Noncash Contributions | $100,182 | NoncashContributionsAmt |
| Total Contributions | $407,305 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611110 | $9,305,380 | $9,305,380 |
| AUXILIARY PROGRAMS | 611110 | $1,247,450 | $1,247,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,552,830 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,555 | TotalRevenueColumnAmt |
| Exclusion | $221,555 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $221,664 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $395,926 | SecuritiesAmt |
| Other | $33 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$174,262 | SecuritiesAmt |
| Other | -$33 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$174,295 | TotalRevenueColumnAmt |
| Exclusion | -$174,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,341 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $65,994 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,920 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,579 | TotalRevenueColumnAmt |
| Exclusion | -$7,579 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARENT ASSOCIATION DUES | 900099 | $22,786 | $22,786 |
| FORFEITED ENROLLMENT DEPOSITS | 900099 | $16,100 | $16,100 |
| APPLICATION FEES | 900099 | $6,420 | $6,420 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,371 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,371 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $55,677 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,055,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,608,507 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,681 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,581,914 | TotalAmt |
| Program Services | $1,581,914 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,296 | TotalAmt |
| Management And General | $570,296 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,107,454 | TotalAmt |
| Program Services | $4,564,189 | ProgramServicesAmt |
| Management And General | $446,660 | ManagementAndGeneralAmt |
| Fundraising | $96,605 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,996 | TotalAmt |
| Program Services | $195,086 | ProgramServicesAmt |
| Management And General | $17,781 | ManagementAndGeneralAmt |
| Fundraising | $4,129 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,306 | TotalAmt |
| Program Services | $287,127 | ProgramServicesAmt |
| Management And General | $51,224 | ManagementAndGeneralAmt |
| Fundraising | $5,955 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,424 | TotalAmt |
| Program Services | $340,395 | ProgramServicesAmt |
| Management And General | $72,824 | ManagementAndGeneralAmt |
| Fundraising | $7,205 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,013 | TotalAmt |
| Management And General | $17,013 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,000 | TotalAmt |
| Management And General | $62,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,225 | TotalAmt |
| Management And General | $42,225 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,518 | TotalAmt |
| Program Services | $620,324 | ProgramServicesAmt |
| Management And General | $113,167 | ManagementAndGeneralAmt |
| Fundraising | $21,027 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,472 | TotalAmt |
| Program Services | $3,399 | ProgramServicesAmt |
| Management And General | $4,073 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,530 | TotalAmt |
| Program Services | $316,983 | ProgramServicesAmt |
| Management And General | $36,577 | ManagementAndGeneralAmt |
| Fundraising | $6,970 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,460 | TotalAmt |
| Program Services | $129,060 | ProgramServicesAmt |
| Management And General | $48,576 | ManagementAndGeneralAmt |
| Fundraising | $12,824 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,131 | TotalAmt |
| Program Services | $385,239 | ProgramServicesAmt |
| Management And General | $135,159 | ManagementAndGeneralAmt |
| Fundraising | $6,733 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,034 | TotalAmt |
| Program Services | $142,711 | ProgramServicesAmt |
| Management And General | $11,307 | ManagementAndGeneralAmt |
| Fundraising | $16 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,956 | TotalAmt |
| Program Services | $54,796 | ProgramServicesAmt |
| Management And General | $9,144 | ManagementAndGeneralAmt |
| Fundraising | $16 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,826 | TotalAmt |
| Program Services | $323,718 | ProgramServicesAmt |
| Management And General | $69,256 | ManagementAndGeneralAmt |
| Fundraising | $6,852 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,373 | TotalAmt |
| Program Services | $472 | ProgramServicesAmt |
| Management And General | $9,891 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMISSION & ENTRANCE FE | $73,152 | $73,092 | $55 | $5 |
| OTHER MAINTENANCE | $53,263 | $46,834 | $5,850 | $579 |
| OTHER EQUIPMENT | $19,590 | $17,993 | $1,060 | $537 |
| BAD DEBTS | $5,022 | $5,022 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,675 | TotalAmt |
| Program Services | $24,823 | ProgramServicesAmt |
| Management And General | $28,518 | ManagementAndGeneralAmt |
| Fundraising | $334 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,035,630 | TotalAmt |
| Program Services | $9,108,155 | ProgramServicesAmt |
| Management And General | $1,757,678 | ManagementAndGeneralAmt |
| Fundraising | $169,797 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,811,276 | BOYAmt |
| EOY | $6,330,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,484 | BOYAmt |
| EOY | $65,764 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,046 | BOYAmt |
| EOY | $49,076 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,224 | BOYAmt |
| EOY | $15,681 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,381 | BOYAmt |
| EOY | $102,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,146,963 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,983,436 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,290,416 | BOYAmt |
| EOY | $4,163,527 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,173,098 | BOYAmt |
| EOY | $5,834,053 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $227,420 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,097 | BOYAmt |
| EOY | $5,187,827 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,562,022 | BOYAmt |
| EOY | $21,976,299 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,707 | BOYAmt |
| EOY | $791,726 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,961,980 | BOYAmt |
| EOY | $3,306,585 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $188,008 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $82,935 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,097 | BOYAmt |
| EOY | $5,187,827 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,001,784 | BOYAmt |
| EOY | $9,557,081 | 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 | $9,690,393 | BOYAmt |
| EOY | $10,368,241 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,869,845 | BOYAmt |
| EOY | $2,050,977 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,560,238 | BOYAmt |
| EOY | $12,419,218 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,562,022 | BOYAmt |
| EOY | $21,976,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,863 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $824,320 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $14,797 | DonatedServicesAndUseFcltsAmt |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,290,001 | BeginningYearBalanceAmt |
| Contributions | $1,501,500 | ContributionsAmt |
| Investment Earnings Or Losses | $786,296 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $158,700 | OtherExpendituresAmt |
| End Year Balance | $7,419,097 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,320,628 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,032,127 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,290,001 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,949,874 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | $1,511,799 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $142,545 | OtherExpendituresAmt |
| End Year Balance | $6,320,628 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,970,740 | BeginningYearBalanceAmt |
| Contributions | $1,600 | ContributionsAmt |
| Investment Earnings Or Losses | $70,482 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,948 | OtherExpendituresAmt |
| End Year Balance | $4,949,874 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,906,426 | BeginningYearBalanceAmt |
| Contributions | $4,000 | ContributionsAmt |
| Investment Earnings Or Losses | $67,805 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,491 | OtherExpendituresAmt |
| End Year Balance | $4,970,740 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.77830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15790 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,056 | OtherCostOrOtherBasisAmt |
| Book Value | $217,056 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,847,729 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,401,975 | DepreciationAmt |
| Book Value | $3,445,754 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $788,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $581,461 | DepreciationAmt |
| Book Value | $207,379 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,338 | OtherCostOrOtherBasisAmt |
| Book Value | $293,338 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,163,527 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION CONTRACT RECEIVABLE | Desc |
| Book Value | $5,187,827 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,187,827 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION CONTRACT LIABILITY | Desc |
| Amt | $5,187,827 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,187,827 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,307,391 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $824,320 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $14,797 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,581,914 | OtherRevenueAmt |
| Revenue Not Reported | -$742,797 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,050,188 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $42,225 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$36,920 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,305 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,055,493 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,448,411 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,544,994 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,544,994 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,993,405 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $42,225 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $42,225 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,035,630 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE EARNINGS FROM INVESTING OF ENDOWMENT FUNDS WILL BE USED TO PROVIDE NEED-BASED FINANCIAL AID AND SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND COMPENSATION FOR TEACHERS, AS WELL AS OTHER PROGRAM NEEDS, INCLUDING CAPITAL EXPENDITURES. |
| PART X, LINE 2: | MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -1,581,914. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EVENT EXPENSES -36,920. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -1,581,914. EVENT EXPENSES 36,920. |
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 RACIAL NONDISCRIMINATION POLICY IS PUBLICIZED THROUGH THROUGH AISGW (THE ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON). A GROUP NOTICE OF NON-DISCRIMINATORY POLICY IS PUBLISHED IN THE WASHINGTON POST ANNUALLY. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL APPLIES FOR AND RECEIVES FUNDING FROM DISTRICT OF COLUMBIA PUBLIC SCHOOLS (DCPS) TO FUND TITLE I, TITLE II AND TITLE IV INITIATIVES FOR STUDENTS, FACULTY AND STAFF. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $95,335 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $65,994 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,341 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $19,512 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $900 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $16,508 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $95,335 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $65,994 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,341 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $19,512 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,508 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,920 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,579 | 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 |
|---|---|---|---|---|
| TUITION AND AFTER SCHOOL PROGRAMS | 55 | $1,537,904 | FMV | FINANCIAL AID TO ATTEND THE SCHOOL AND RELATED AFTER SCHOOL PROGRAMS |
| SUMMER CAMP | 27 | $44,010 | FMV | FINANCIAL AID TO ATTEND SUMMER CAMP CONDUCTED BY THE SCHOOL |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AWARDED ON THE BASIS OF FINANCIAL NEED. RECIPIENT'S FAMILY MUST SUBMIT AN APPLICATION FOR FINANCIAL ASSISTANCE, WHICH IS REVIEWED BY AN INDEPENDENT SERVICE. THE INDEPENDENT SERVICE'S RECOMMENDATIONS ARE THEN EVALUATED BY THE SCHOOL'S FINANCIAL AID COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JESSICA DONOVAN | ||||||||||||||
| HEAD OF SCHOOL | $305,800 | $0 | $0 | $0 | $37,480 | $0 | $15,250 | $0 | $20,435 | $0 | $378,965 | $0 | $0 | $0 |
| MELANIE AUERBACH | ||||||||||||||
| DIRECTOR OF STUDENT SUPPORT | $122,823 | $0 | $0 | $0 | $1,407 | $0 | $6,191 | $0 | $94,970 | $0 | $225,391 | $0 | $0 | $0 |
| SUZANNE BADOUX | ||||||||||||||
| DIRECTOR OF FINANCE & OPERATIONS | $159,612 | $0 | $0 | $0 | $1,480 | $0 | $8,424 | $0 | $15,344 | $0 | $184,860 | $0 | $0 | $0 |
| TIPHANIE EDWARDS | ||||||||||||||
| ASST. HEAD OF SCHOOL | $125,015 | $0 | $0 | $0 | $1,419 | $0 | $3,855 | $0 | $41,231 | $0 | $171,520 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | JESSICA DONOVAN, HEAD OF SCHOOL, RECEIVED $36,000 AS A TAXABLE HOUSING ALLOWANCE. | ExplanationTxt |
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 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2022-07-14 | BondIssuedDt |
| Issue Price | $6,120,000 | IssuePriceAmt |
| Purpose | RENOVATIONS ON EXISTING SCHOOL BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $188,008 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $122,400 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $65,608 | OtherSpentProceedsAmt |
| Unspent | $5,931,992 | UnspentAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | 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 | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THIS AMOUNT DIFFERS FROM THE ISSUE PRICE IN PART I BY THE PORTION OF THE DISTRICT OF COLUMBIA SERIES 2022 BOND PROCEEDS WHICH HAVE NOT BEEN DRAWN UPON. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $56,899 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION AND AFTER SCHOOL PROGRAMS | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,810 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BOOKS, COMPUTER HARDWARE, ONLINE EDUCATIONAL SUBSCRIPTIONS, ETC. | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $63,372 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | AMOUNTS IN COLUMN (B) WERE DETERMINED USING A COMBINATION OF THE TWO METHODS ABOVE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, THE MANAGEMENT TEAM, CONSISTING OF THE DIRECTOR OF FINANCE, SENIOR FINANCE STAFF AND HEAD OF SCHOOL REVIEWED THE DRAFT FORM 990 PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS. THE DRAFT FORM 990, WITH DONOR NAMES REDACTED, WAS THEN MADE AVAILABLE TO THE AUDIT COMMITTEE FOR REVIEW. THE MEMBERSHIP OF THE AUDIT COMMITTEE INCLUDES TRUSTEES WITH PRACTICAL AND/OR PROFESSIONAL EXPERTISE, SUCH AS NONPROFIT MANAGEMENT, ACCOUNTING, AND FEDERAL TAX LAW GOVERNING EXEMPT ORGANIZATIONS. BEFORE THE ORGANIZATION SUBMITTED FORM 990 TO THE IRS, THE AUDIT COMMITTEE REPORTED TO THE BOARD OF TRUSTEES THAT THE AUDIT COMMITTEE HAD, TO THE BEST OF ITS ABILITY, DETERMINED THAT THE DRAFT FORM 990 WAS COMPLETE, ACCURATE AND CORRECT. THE DRAFT 990, WITH DONOR NAMES REDACTED, WAS THEN MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING. AT THAT TIME THE TRUSTEES WERE ALSO PROVIDED WITH THE OPPORTUNITY TO REQUEST AN UNREDACTED DRAFT FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | FULL DISCLOSURE OF ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST IS REQUIRED. EACH TRUSTEE AND OFFICER OF THE SCHOOL IS REQUIRED TO DISCLOSE ANY AND ALL FACTS THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST ANNUALLY VIA A FORM AND QUESTIONNAIRE, AS WELL AS WHENEVER SUCH ACTUAL OR POTENTIAL CONFLICT OCCURS BEFORE ANY RELEVANT ACTION BY THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD. THE FORMS ARE REVIEWED BY THE DIRECTOR OF FINANCE TO IDENTIFY ANY POTENTIAL CONFLICTS TO BE REVIEWED WITH THE AUDIT COMMITTEE. THE COMMITTEE WILL REVIEW WHETHER OR NOT A CONFLICT EXISTS AND WHETHER IT MAY MATERIALLY OR ADVERSELY AFFECT THE INTERESTS OF THE SCHOOL. THE TRUSTEE WITH THE POTENTIAL CONFLICT MAY NOT PARTICIPATE IN THIS DETERMINATION BY THE COMMITTEE. IF THE COMMITTEE DETERMINES THAT A CONFLICT MAY EXIST, THE BOARD OF TRUSTEES SHALL DETERMINE AN APPROPRIATE REMEDY. THIS REMEDY MAY INCLUDE THE RECUSAL OF THE TRUSTEE FROM CERTAIN MATTERS PENDING BEFORE THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEAD OF SCHOOL'S COMPENSATION WAS SET UNDER A THREE-YEAR CONTRACT EXECUTED IN NOVEMBER 2020 AND EFFECTIVE IN JULY 2021. THE BOARD OF TRUSTEES FORMED A COMMITTEE FOR THE PURPOSES OF NEGOTIATING THE CONTRACT WITH THE HEAD OF SCHOOL. THE COMMITTEE LOOKED AT COMPARABLE COMPENSATION DATA FROM PEER SCHOOLS, (FROM FORMS 990 AND A COMPENSATION SURVEY) WHEN ESTABLISHING THE COMPENSATION IN THE CONTRACT. THE CONTRACT WAS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AT A PORTION OF A MEETING AT WHICH THE HEAD OF SCHOOL WAS NOT PRESENT. THE CONTRACT PROVIDES FOR AN INCREASE OF 2.0% TO THE BASE SALARY IN EACH SUCCESSIVE YEAR OF THE CONTRACT. ANNUALLY, A REVIEW OF THE PERFORMANCE OF THE HEAD OF SCHOOL IS CARRIED OUT BY A COMMITTEE CONSISTING OF TRUSTEES WHO ARE OFFICERS OR CHAIRS OF COMMITTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE SCHOOL ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |