ASHLEY HALL FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ASHLEY HALL FOUNDATION (EIN 57-0314364)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2024-08-27
- IRS object ID
- 202432409349301658
- Schema version
- 2021v4.2
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-27T14:34:12-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MOREHEAD STREET SUITE 700 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570314364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHL | BusinessNameControlTxt |
| Phone | 8437224088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PALMER BALL | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 8437224088 | PhoneNum |
| Signature | 2024-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043338881 | PhoneNum |
| Preparation | 2024-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | PALMER BALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,375,898 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | TO CONDUCT A SCHOOL FOR EDUCATIONAL PURPOSE ON A NONPROFIT BASIS AND SUCH OTHER THINGS AS NECESSARY OR USEFUL IN THE ACCOMPLISHMENT OF SAID PURPOSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 292 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,293,177 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,393,430 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,353,831 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,328,705 | CYProgramServiceRevenueAmt |
| PY Investment Income | $245,135 | PYInvestmentIncomeAmt |
| CY Investment Income | $455,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | $129,190 | PYOtherRevenueAmt |
| CY Other Revenue | $45,296 | CYOtherRevenueAmt |
| PY Total Revenue | $20,021,333 | PYTotalRevenueAmt |
| CY Total Revenue | $22,222,757 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,487,545 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,454,906 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,985,791 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,819,235 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $692,251 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $6,228,023 | CYOtherExpensesAmt |
| PY Total Expenses | $14,473,336 | PYTotalExpensesAmt |
| CY Total Expenses | $22,502,164 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,547,997 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$279,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,611,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,965,491 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,288,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,290,825 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,323,326 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,674,666 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CONDUCT A SCHOOL FOR EDUCATIONAL PURPOSE ON A NONPROFIT BASIS AND SUCH OTHER THINGS AS NECESSARY OR USEFUL IN THE ACCOMPLISHMENT OF SAID PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,621,378 | ExpenseAmt |
| Grant | $2,454,906 | GrantAmt |
| Revenue | $18,374,001 | RevenueAmt |
| Desc | EDUCATION PROVIDED TO KINDERGARTEN THROUGH 12TH GRADE STUDENTS, AFTER SCHOOL AND SUMMER PROGRAMS FOR THE STUDENTS AS WELL AS EARLY CHILDHOOD PROGRAMS FOR YOUNGER CHILDREN. | Desc |
| Total Program Service Expenses | $16,621,378 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 292 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTEW D SEMO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8437224088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| ARTIE I RICHARDS | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KENNETH W HARRELL | |||||||
| CHAIRPERSON | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH FORT | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HUGH C LANE JR | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MRJIANZHENG CEN | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMMIE AICHELE DAWSON | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP L HORN JR | |||||||
| VICE-CHAIRPERSON | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE A HOST | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LENNA KIRCHNER | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK FAVA | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RHETT RAMSAY OUTTEN | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN JENKINS PHILLIPS | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELA HAKLISCH | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDRA HAMILTON | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC STRICKLAND | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA DEWOLF | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNIE FRANCIS BLEEKER | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL S MUTI | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $472,835 | $0 | $34,000 | ||
| MATTHEW D SEMO | |||||||
| CFO | 40.00 | Yes (X) | $164,404 | $0 | $8,880 | ||
| ANNE WESTON | |||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $169,305 | $0 | $8,737 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $806,544 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $51,617 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
|---|---|---|---|---|---|
| ALADDIN FOOD MANAGEMENT | |||||
| 6000 TOWN CENTER BLVD | CANONSBURG | PA | 15317 | FOOD SERVICE | $703,755 |
| EMPRESAS AVILA LLC | |||||
| 5001 PARTNER RD | CHARLESTON | SC | 29455 | LANDSCAPING MAINTENANCE | $185,949 |
| SERVICE EXPERTS HEATING AND AIR | |||||
| 1952 BELGRADE AVE | CHARLESTON | SC | 29407 | HVAC SERVICES | $132,827 |
| TELECO OF CHARLESTON | |||||
| 1070 ST ANDREWS BLVD | CHARLESTON | SC | 29407 | TECHNOLOGY | $128,039 |
| SPOLETO STUDY ABROAD | |||||
| 10600 BROWNSBURG PLACE | RALEIGH | NC | 27613 | OVERSEAS STUDY PROGRAM | $125,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,103,619 | GovernmentGrantsAmt |
| All Other Contributions | $2,289,811 | AllOtherContributionsAmt |
| Noncash Contributions | $228,736 | NoncashContributionsAmt |
| Total Contributions | $3,393,430 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $17,339,819 | $17,339,819 |
| AUXILIARY SERVICE | 611710 | $988,886 | $988,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,328,705 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $458,113 | TotalRevenueColumnAmt |
| Exclusion | $458,113 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $150,354 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $153,141 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,787 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,787 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 611710 | $37,323 | $37,323 |
| INTEREST ON LATE PAYMENT | 900099 | $7,973 | $7,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,296 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,222,757 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,371,214 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $458,113 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,454,906 | TotalAmt |
| Program Services | $2,454,906 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,884 | TotalAmt |
| Program Services | $847,468 | ProgramServicesAmt |
| Management And General | $451,072 | ManagementAndGeneralAmt |
| Fundraising | $68,344 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,594,322 | TotalAmt |
| Program Services | $5,925,601 | ProgramServicesAmt |
| Management And General | $3,219,379 | ManagementAndGeneralAmt |
| Fundraising | $449,342 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,646 | TotalAmt |
| Program Services | $219,881 | ProgramServicesAmt |
| Management And General | $117,033 | ManagementAndGeneralAmt |
| Fundraising | $17,732 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,776,071 | TotalAmt |
| Program Services | $1,101,164 | ProgramServicesAmt |
| Management And General | $586,103 | ManagementAndGeneralAmt |
| Fundraising | $88,804 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,312 | TotalAmt |
| Program Services | $450,933 | ProgramServicesAmt |
| Management And General | $240,013 | ManagementAndGeneralAmt |
| Fundraising | $36,366 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,881 | TotalAmt |
| Management And General | $34,881 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,560 | TotalAmt |
| Program Services | $248,804 | ProgramServicesAmt |
| Management And General | $15,175 | ManagementAndGeneralAmt |
| Fundraising | $1,581 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,905 | TotalAmt |
| Program Services | $234,137 | ProgramServicesAmt |
| Management And General | $14,280 | ManagementAndGeneralAmt |
| Fundraising | $1,488 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,772,326 | TotalAmt |
| Program Services | $1,660,500 | ProgramServicesAmt |
| Management And General | $101,276 | ManagementAndGeneralAmt |
| Fundraising | $10,550 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,667 | TotalAmt |
| Program Services | $422,232 | ProgramServicesAmt |
| Management And General | $25,752 | ManagementAndGeneralAmt |
| Fundraising | $2,683 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM AND OPERATIONS | Desc |
| Total | $3,454,684 | TotalAmt |
| Program Services | $3,055,752 | ProgramServicesAmt |
| Management And General | $383,571 | ManagementAndGeneralAmt |
| Fundraising | $15,361 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,502,164 | TotalAmt |
| Program Services | $16,621,378 | ProgramServicesAmt |
| Management And General | $5,188,535 | ManagementAndGeneralAmt |
| Fundraising | $692,251 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,364 | BOYAmt |
| EOY | $251,879 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,304,861 | BOYAmt |
| EOY | $4,177,092 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,681 | BOYAmt |
| EOY | $915,266 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,875 | BOYAmt |
| EOY | $229,712 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,134 | BOYAmt |
| EOY | $165,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,860,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,851,295 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,240,805 | BOYAmt |
| EOY | $41,009,322 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,815,684 | BOYAmt |
| EOY | $7,804,170 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,955 | BOYAmt |
| EOY | $2,162,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,611,359 | BOYAmt |
| EOY | $56,965,491 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,779,414 | BOYAmt |
| EOY | $1,814,703 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,197,359 | BOYAmt |
| EOY | $6,952,988 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,911,446 | BOYAmt |
| EOY | $18,184,446 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,858 | BOYAmt |
| EOY | $79,078 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,310,956 | BOYAmt |
| EOY | $4,259,610 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,288,033 | BOYAmt |
| EOY | $31,290,825 | 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 | $19,226,134 | BOYAmt |
| EOY | $18,056,160 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,097,192 | BOYAmt |
| EOY | $7,618,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,323,326 | BOYAmt |
| EOY | $25,674,666 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,611,359 | BOYAmt |
| EOY | $56,965,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$279,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,369,253 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $88,858 | BeginningBalanceAmt |
| Additions During Year | $497,451 | AdditionsDuringYearAmt |
| Distributions During Year | $507,231 | DistributionsDuringYearAmt |
| Ending Balance | $79,078 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,090,950 | BeginningYearBalanceAmt |
| Contributions | $72,823 | ContributionsAmt |
| Investment Earnings Or Losses | -$539,900 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $121,860 | OtherExpendituresAmt |
| End Year Balance | $4,202,013 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,039,535 | BeginningYearBalanceAmt |
| Contributions | $113,063 | ContributionsAmt |
| Investment Earnings Or Losses | $814,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,875,858 | OtherExpendituresAmt |
| End Year Balance | $5,090,950 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,132,892 | BeginningYearBalanceAmt |
| Contributions | $17,875 | ContributionsAmt |
| Investment Earnings Or Losses | -$51,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,285 | OtherExpendituresAmt |
| End Year Balance | $10,039,535 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,144,919 | BeginningYearBalanceAmt |
| Contributions | $35,800 | ContributionsAmt |
| Investment Earnings Or Losses | $82,383 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,210 | OtherExpendituresAmt |
| End Year Balance | $10,132,892 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,358,065 | BeginningYearBalanceAmt |
| Contributions | $722,278 | ContributionsAmt |
| Investment Earnings Or Losses | $569,170 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,504,594 | OtherExpendituresAmt |
| End Year Balance | $10,144,919 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.69500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13700 | 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 | $7,252,530 | OtherCostOrOtherBasisAmt |
| Book Value | $7,252,530 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,809,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,807,639 | DepreciationAmt |
| Book Value | $22,001,665 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,853,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,162,807 | DepreciationAmt |
| Book Value | $10,690,990 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,810,416 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,880,849 | DepreciationAmt |
| Book Value | $929,567 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,570 | OtherCostOrOtherBasisAmt |
| Book Value | $134,570 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,009,322 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASES PAYABLE | $50,833 |
| REFUNDABLE ADVANCE | $4,208,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,259,610 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,260,098 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,369,253 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,369,253 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,629,351 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $34,881 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,558,525 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,593,406 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,222,757 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,012,377 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,012,377 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $34,881 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,454,906 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,489,787 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,502,164 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE ORGANIZATION MAINTAINS STUDENT ACTIVITY FUNDS |
| PART IV, LINE 2B: | THE ORGANIZATION MAINTAINS STUDENT ACTIVITY ACCOUNTS |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS NET AGAINST AUDITED REVENUE 2,454,906. EMPLOYEE RETENTION CREDIT APPLIED FOR 1,103,619. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS REFLECTED AS GRANTS NET AGAINST AUDIT REVENUE 2,454,906. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | PUBLISHED IN NEWSPAPER DURING ANNUAL SOLICITATION FOR STUDENTS | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 147 | RecipientCnt |
| Cash Grant | $2,454,906 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS CONSIST OF FINANCIAL AID AWARDS MADE TO FAMILIES OF STUDENTS ATTENDING ASHLEY HALL SCHOOL. FINANCIAL AID AWARDS ARE APPLIED TO THE STUDENTS' TUITION BALANCES AND ARE NOT USED IN ANY OTHER MANNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL S MUTI | ||||||||||||||
| HEAD OF SCHOOL | $472,835 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $34,000 | $0 | $506,835 | $0 | $0 | $0 |
| ANNE WESTON | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $169,305 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,737 | $0 | $178,042 | $0 | $0 | $0 |
| MATTHEW D SEMO | ||||||||||||||
| CFO | $164,404 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,880 | $0 | $173,284 | $0 | $0 | $0 |
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 | SC JOBS-ECONOMIC DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 570960018 | BondIssuerEIN |
| Bond Issued | 2015-12-01 | BondIssuedDt |
| Issue Price | $18,740,000 | IssuePriceAmt |
| Purpose | TO REFUND 20,000,00 BONDS | 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 | $18,740,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $325,000 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $18,415,000 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
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 | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | 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 | 0 | ProceduresCorrectiveActionInd |
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 | $228,737 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK BROKERAGE FIRM IS USED TO LIQUIDATE GIFTS OF PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION PROVIDES A COPY OF THE 990 TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR APPROVAL BEFORE IT IS FILED. THE 990 IS AVAILABLE TO ALL MEMBERS OF THE BOARD FOR THEIR REVIEW AT THEIR DISCRETION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION DISTRIBUTES THE DISCLOSURE POLICY AND REQUIRES EACH BOARD MEMBER TO COMPLETE THE DISCLOSURE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES INCLUDES REVIEW AND COMPARISON TO OTHER ORGANIZATIONS COMPENSATION RATES FOR BENCHMARKING PURPOSES, WRITTEN CONTRACTS, AND APPROVAL BY THE HEAD OF SCHOOL. A SUBCOMMITTEE APPOINTED BY THE BOARD OF TRUSTEES DETERMINES COMPENSATION FOR THE HEAD OF SCHOOL BASED ON BENCHMARKING AND PERFORMANCE. THE COMPENSATION IS DOCUMENTED IN A WRITTEN CONTRACT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PAGE 1, LINE B | THE 2021 FORM 990 AND ALL SUPPORTING SCHEDULES HAVE BEEN AMENDED TO REFLECT THE EMPLOYEE RETENTION CREDIT ("ERC") RECEIVED FOR THE FISCAL YEAR ENDED JUNE 30, 2022. |
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