ACADEMY AT CHARLEMONT: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ACADEMY AT CHARLEMONT (EIN 04-2724993)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202411359349308441
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T12:37:58-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061053627PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'Connell Pace & Company PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1449 Silas Deane Hwy Ste 301AddressLine1Txt
CityWethersfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042724993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Academy at Charlemont IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACADBusinessNameControlTxt
Phone4133394912PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11359 Mohawk Trail Route 2AddressLine1Txt
CityCharlemontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01339ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonShelley Borror JacksonPersonNm
Person TitleChairPersonTitleTxt
Phone4133394912PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstShelleyPersonFirstNm
Person LastBorror JacksonPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMario PacePreparerPersonNm
PTINP00171616PTIN
Phone8602473917PhoneNum
Preparation2024-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerShelley Borror JacksonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11359 Mohawk Trail Route 2AddressLine1Txt
CityCharlemontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01339ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,244,381GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCHARLEMONT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1981FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionNURTURES CREATIVITY, INDEPENDENT THINKING AND EMPATHY SO THAT OUR STUDENTS BECOME THEIR BEST SELVESActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee50TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$859,288PYContributionsGrantsAmt
CY Contributions Grants$685,330CYContributionsGrantsAmt
PY Program Service Revenue$2,027,357PYProgramServiceRevenueAmt
CY Program Service Revenue$2,539,259CYProgramServiceRevenueAmt
PY Investment Income$88PYInvestmentIncomeAmt
CY Investment Income$3,461CYInvestmentIncomeAmt
PY Other Revenue$9,476PYOtherRevenueAmt
CY Other Revenue$12,355CYOtherRevenueAmt
PY Total Revenue$2,896,209PYTotalRevenueAmt
CY Total Revenue$3,240,405CYTotalRevenueAmt
PY Grants And Similar Paid$877,901PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,172,125CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,190,781PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,324,831CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,243CYTotalFundraisingExpenseAmt
PY Other Expenses$624,066PYOtherExpensesAmt
CY Other Expenses$710,343CYOtherExpensesAmt
PY Total Expenses$2,692,748PYTotalExpensesAmt
CY Total Expenses$3,207,299CYTotalExpensesAmt
PY Revenues Less Expenses$203,461PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$33,106CYRevenuesLessExpensesAmt
Total Assets BOY$2,723,185TotalAssetsBOYAmt
Total Assets EOY$2,929,199TotalAssetsEOYAmt
Total Liabilities BOY$1,040,257TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,213,165TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,682,928NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,716,034NetAssetsOrFundBalancesEOYAmt
MissionTHE ACADEMY AT CHARLEMONT DELIVERS A RIGOROUS EDUCATION AND FOSTERS JOYFUL ENGAGEMENT, ACTIVE CITIZENSHIP, AND THE DESIRE FOR JUSTICE IN EACH STUDENT. OUR COMMUNITY NUTURES CREATIVITY, INDEPENDENT THINKING, AND EMPATHY SO THAT OUR STUDENTS BCOME THEIR BEST SELVES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,791,033ExpenseAmt
Grant$1,172,125GrantAmt
Revenue$2,539,259RevenueAmt
DescTHE ACADEMY IS A PUBLIC-SPIRITED INDEPENDENT SCHOOL THAT COMBINES THE BEST OF THE CLASSICAL ACADEMIC TRADITION WITH A VISIBLE COMMITMENT TO BUIDLING AND SUSTAINING COMMUNITY. WE BELIEVES THAT THE ACADEMIC, LIBERAL ARTS TRADITION IS A CHALLENGING, INTELLECTUALLY STIMULATING GROUND ON WHICH YOUNG PEOPLE CAN BOTH LEARN TO USE THEIR MINDS WELL, AND FURNISH THOSE MINDS WITH THE KIND OF BROAD, BASIC KNOWLEDGE NEEDED TO SUCCEED IN COLLEGE AND AS CITIZENS OF THE WORLD, WE BELEVE IN EMPHASIZING CONNECTIONS AMOUNG THE ACADEMIC DISCIPLINES BECAUSE REAL WORLD CHALLENGES REQUIRE CITIZENS TO THINK BEYOND THE DISCRETE BOUNDARIES OF ACADEMIC DISCIPLINES, TO LOOK AT THINGS FROM MANY DIFFERENT ANGLES. WE BELIEVE THAT A SCHOOL COMMUNITY BASED ON THE VALUES OF SELF-RELIANCE, INDUSTRY, INTEGRITY, AND COMPASSION ENCOURAGES THE DEVELOPMENT OF INTELLECTUAL AND SOCIAL STANDARDS THAT REFLECT THOSE VALUES. WE BELIEVE THAT AFFIRMING THE UNIQUENESS OF EACH INDIVIDUAL AND AT THE SAME TIME INSISTING THAT THE INDIVDUALS SUBSCRIBE TO A SET OF COMMONLY HELD STANDARDS: CIVILITY, RESPECT, CONCERN FOR OTHERS, PRODUCES A HEALTHY TENSION THAT HELPS STUDENTS LEARN, GROW, AND BECOME PRODUCTIVE CITIZENS.Desc
Total Program Service Expenses$2,791,033TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee50EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJEFF NOVICKPersonNm
Phone4133394912PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11359 Mohawk Trail Route 2AddressLine1Txt
CityCharlemontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01339ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
John Schatz
Associate Head of School40.00Yes (X)$89,598$0$0
Nora Bates Zale
Associate Head of School40.00Yes (X)$69,481$0$10,118
Neale Gay
Associate Head of School40.00Yes (X)$78,324$0$2,575
Donald Young
Teacher/Trustee40.00Yes (X)$45,682$0$3,268
Shelley Borror Jackson
Board Chair2.00Yes (X)$0$0$0Yes (X)
Elizabeth Slowinski
Vice Chair1.00Yes (X)$0$0$0Yes (X)
Jaka Saarony
Treasurer2.00Yes (X)$0$0$0Yes (X)
Paul Catanzaro
Clerk, Assistant Treasurer0.50Yes (X)$0$0$0Yes (X)
Bill Corwin
Trustee0.50Yes (X)$0$0$0
Talia Gee
Trustee0.50Yes (X)$0$0$0
Tupshin Harper
Trustee0.50Yes (X)$0$0$0
David Howe
Trustee0.50Yes (X)$0$0$0
Hannah Lessels
Clerk/Trustee0.50Yes (X)$0$0$0
Will Paulding
Trustee0.50Yes (X)$0$0$0
Cornelia Reid
Trustee0.50Yes (X)$0$0$0
Jennifer Rosner
Trustee0.50Yes (X)$0$0$0
Ryan Schiff
Trustee0.50Yes (X)$0$0$0
Peter Stevens
Trustee0.50Yes (X)$0$0$0
Elinor Todd
Trustee0.50Yes (X)$0$0$0
Caden Adair
Student Representive0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$283,085TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$15,961TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonFM KuzmeskusPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 Main RoadAddressLine1Txt
CityGillCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01354ZIPCd
FieldValueIRS element (for citing)
ServicesTransportationServicesDesc
Compensation$173,332CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$101,526GovernmentGrantsAmt
All Other Contributions$583,804AllOtherContributionsAmt
Total Contributions$685,330TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION611110$2,423,949$0$0
STUDENT FEES/SERVICES624100$115,310$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$2,539,259TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,461TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,461ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$16,331FundraisingGrossIncomeAmt
Fundraising Direct Expenses$3,976FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,355TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,355ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business611110BusinessCd
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,240,405TotalRevenueColumnAmt
Related Or Exempt Func Income$2,539,259RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$15,816ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,172,125TotalAmt
Program Services$1,172,125ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,152,546TotalAmt
Program Services$916,852ProgramServicesAmt
Management And General$216,773ManagementAndGeneralAmt
Fundraising$18,921FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$72,708TotalAmt
Program Services$57,839ProgramServicesAmt
Management And General$13,675ManagementAndGeneralAmt
Fundraising$1,194FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$99,577TotalAmt
Program Services$79,214ProgramServicesAmt
Management And General$18,728ManagementAndGeneralAmt
Fundraising$1,635FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,011TotalAmt
Program Services$0ProgramServicesAmt
Management And General$21,011ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$53,093TotalAmt
Program Services$53,093ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$36,795TotalAmt
Program Services$0ProgramServicesAmt
Management And General$36,795ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,785TotalAmt
Program Services$19,717ProgramServicesAmt
Management And General$4,661ManagementAndGeneralAmt
Fundraising$407FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,845TotalAmt
Program Services$10,845ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$113,818TotalAmt
Program Services$87,397ProgramServicesAmt
Management And General$25,364ManagementAndGeneralAmt
Fundraising$1,057FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$173,332TotalAmt
Program Services$173,332ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,359TotalAmt
Program Services$20,359ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$75,256TotalAmt
Program Services$56,442ProgramServicesAmt
Management And General$18,061ManagementAndGeneralAmt
Fundraising$753FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,555TotalAmt
Program Services$20,666ProgramServicesAmt
Management And General$6,613ManagementAndGeneralAmt
Fundraising$276FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SERVICES$110,416$110,416$0$0
DUES AND SUBSCRIPTION$24,920$0$24,920$0
BAD DEBT$12,736$12,736$0$0
Miscellaneous$5,422$0$5,422$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,207,299TotalAmt
Program Services$2,791,033ProgramServicesAmt
Management And General$392,023ManagementAndGeneralAmt
Fundraising$24,243FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$651,978BOYAmt
EOY$700,159EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$595,617BOYAmt
EOY$383,393EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,568BOYAmt
EOY$16,443EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,275BOYAmt
EOY$5,524EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$1,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,166BOYAmt
EOY$19,074EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,963,785LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,568,470LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,456,581BOYAmt
EOY$1,395,315EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$399,354EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$8,937EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,723,185BOYAmt
EOY$2,929,199EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$100,930BOYAmt
EOY$129,747EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$388,133BOYAmt
EOY$533,478EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$538,290BOYAmt
EOY$537,061EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,904BOYAmt
EOY$12,879EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,040,257BOYAmt
EOY$1,213,165EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,536,864BOYAmt
EOY$1,557,772EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$146,064BOYAmt
EOY$158,262EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,682,928BOYAmt
EOY$1,716,034EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,723,185BOYAmt
EOY$2,929,199EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$33,106ReconcilationRevenueExpnssAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$381,789BeginningYearBalanceAmt
Contributions$44,950ContributionsAmt
Investment Earnings Or Losses$80InvestmentEarningsOrLossesAmt
Other Expenditures$39,308OtherExpendituresAmt
Administrative Expenses$200,000AdministrativeExpensesAmt
End Year Balance$187,511EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$381,688BeginningYearBalanceAmt
Investment Earnings Or Losses$101InvestmentEarningsOrLossesAmt
End Year Balance$381,789EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$381,667BeginningYearBalanceAmt
Investment Earnings Or Losses$21InvestmentEarningsOrLossesAmt
End Year Balance$381,688EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$481,511BeginningYearBalanceAmt
Investment Earnings Or Losses$156InvestmentEarningsOrLossesAmt
Administrative Expenses$100,000AdministrativeExpensesAmt
End Year Balance$381,667EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$614,950BeginningYearBalanceAmt
Contributions$16,532ContributionsAmt
Investment Earnings Or Losses$29InvestmentEarningsOrLossesAmt
Administrative Expenses$150,000AdministrativeExpensesAmt
End Year Balance$481,511EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.16000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$602,044OtherCostOrOtherBasisAmt
Book Value$602,044BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,160,900OtherCostOrOtherBasisAmt
Depreciation$1,392,585DepreciationAmt
Book Value$768,315BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$100,931OtherCostOrOtherBasisAmt
Depreciation$86,976DepreciationAmt
Book Value$13,955BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$99,910OtherCostOrOtherBasisAmt
Depreciation$88,909DepreciationAmt
Book Value$11,001BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,395,315TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to internal member groupsDesc
Amt$12,879Amt
FieldValueIRS element (for citing)
Total Liability$12,879TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,072,256TotalRevEtcAuditedFinclStmtAmt
Other Revenue$3,976OtherRevenueAmt
Revenue Not Reported$3,976RevenueNotReportedAmt
Revenue Subtotal$2,068,280RevenueSubtotalAmt
Other Revenues Not Included$1,172,125OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,172,125RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,240,405TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,039,150TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,976OtherExpensesIncludedAmt
Expenses Not Reported$3,976ExpensesNotReportedAmt
Expenses Subtotal$2,035,174ExpensesSubtotalAmt
Other Expenses Not Included$1,172,125OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,172,125ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,207,299TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt XI, Line 2dFundraising expenses
Pt XI, Line 4bScholarships
Pt XII, Line 2dFundraising expenses
Pt XII, Line 4bScholarships

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLine 3FormAndLineReferenceDesc
ExplanationOur racially nondiscrimiatory policy is included in all our advertisements and promotional materials.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AuctionEvent1Nm
Gross Receipts Event1$16,331GrossReceiptsEvent1Amt
Gross Revenue Event1$16,331GrossRevenueEvent1Amt
Other Direct Expenses Event1$3,976OtherDirectExpensesEvent1Amt
Gross Receipts Total$16,331GrossReceiptsTotalAmt
Gross Revenue Total Events$16,331GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$3,976OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,976DirectExpenseSummaryEventsAmt
Net Income Summary$12,355NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeNeed based financial aidGrantTypeTxt
Recipient79RecipientCnt
Cash Grant$0CashGrantAmt
Non Cash Assistance$1,172,125NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceFinancial AssistanceNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt I Line 2FormAndLineReferenceDesc
ExplanationThe Organization provides need-based financial aid grants to students. The Organization requires applications for financial aid. The applications are reviewed, approved, and maitained by the Organization.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bThe Board of Trustees authorized the Audit Committee to review the Form 990 and the Heads of School to review and approve the Form 990.
Pt VI, Line 12cMembers of the Board of Trustees sign a conflict of interest statement annually. The Heads of School monitor compliance with the policy.
Pt VI, Line 15aThe Heads of School's compensation is determined annually by the Governance Committee of the Board of Trustees. Comparability data is used in setting the compensation for the Heads of School.
Pt VI, Line 19The Organization makes its governing documents, conflict of interest,policy,and financial statementys available to the public upon request.
Pt XII, Line 2cThere were no changes in the oversight or selection process during the year.

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