INLY SCHOOL INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INLY SCHOOL INC (EIN 04-2526455)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-12
- IRS object ID
- 202331029349300423
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-12T11:14:47-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 042526455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INLY SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INLY | BusinessNameControlTxt |
| Phone | 7815455544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 WATCH HILL DRIVE | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA DEASY | PersonNm |
| Person Title | DIR OF FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 7815455544 | PhoneNum |
| Signature | 2023-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | DEASY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BUCKLEY CPA | PreparerPersonNm |
| PTIN | P00830631 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2023-04-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA DEASY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 WATCH HILL DRIVE | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,572,480 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INLYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE AN INDEPENDENT SCHOOL APPLYING INLY'S DYNAMIC, MONTESSORI PRACTICES FOR TEACHING CHILDREN FROM 18 MONTHS TO 14 YEARS OF AGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 104 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,402,210 | PYContributionsGrantsAmt |
| CY Contributions Grants | $716,262 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,554,766 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,632,527 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,823 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,827 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $139,893 | CYOtherRevenueAmt |
| PY Total Revenue | $8,970,799 | PYTotalRevenueAmt |
| CY Total Revenue | $10,498,509 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,002,976 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,086,869 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,364,678 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,089,470 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $315,110 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,891,949 | PYOtherExpensesAmt |
| CY Other Expenses | $3,155,326 | CYOtherExpensesAmt |
| PY Total Expenses | $9,259,603 | PYTotalExpensesAmt |
| CY Total Expenses | $10,331,665 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$288,804 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $166,844 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,549,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,613,460 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,459,365 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,384,688 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,090,038 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,228,772 | NetAssetsOrFundBalancesEOYAmt |
| Mission | INLY'S DYNAMIC, MONTESSORI PRACTICES INSPIRE OUR INCLUSIVE COMMUNITY OF LEARNERS TO EXPLORE AND SHAPE OURSELVES AND THE WORLD WITH JOYFUL CURIOSITY, COURAGE AND COMPASSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,787,930 | ExpenseAmt |
| Grant | $1,086,869 | GrantAmt |
| Revenue | $9,702,100 | RevenueAmt |
| Desc | TO OPERATE AN INDEPENDENT SCHOOL APPLYING INLY'S DYNAMIC, MONTESSORI PRACTICES FOR TEACHING CHILDREN FROM 18 MONTHS TO 14 YEARS OF AGE. | Desc |
| Total Program Service Expenses | $7,787,930 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 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 | 88 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 104 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA MILANI LUTHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7815455544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 WATCH HILL DRIVE | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVENPORT CROCKER JR | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STACEY BEST | ||||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH FEEHERRY | ||||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA TYRRELL | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL ANTICO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDY KRONITIS-SIPOLS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONOR COOPER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM RUSSO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOIRA KELLY | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| RYAN PENA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| POLINA HASEOTES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN ENGLISH | ||||||||
| TRUSTEE (UNTIL 1/26/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN HANSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA MILANI LUTHER | ||||||||
| HEAD OF SCHOOL | 40.00 | $373,477 | $0 | $30,546 | Yes (X) | |||
| RICHARD WILSON | ||||||||
| DIR. FINANCE & OPERATIONS (UNTIL 08/2022) | 40.00 | $177,797 | $0 | $34,354 | Yes (X) | |||
| COURTNEY RUSSILLO | ||||||||
| ADMISSIONS DIRECTOR | 40.00 | $128,436 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $679,710 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,900 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KROKIDAS & BLUESTEIN LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 ATLANTIC AVE 1900 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICES | ServicesDesc |
| Compensation | $123,578 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $66,330 | FundraisingAmt |
| All Other Contributions | $649,932 | AllOtherContributionsAmt |
| Noncash Contributions | $71,807 | NoncashContributionsAmt |
| Total Contributions | $716,262 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $9,632,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,632,527 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,632,527 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,798 | TotalRevenueColumnAmt |
| Exclusion | $9,798 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,235 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,206 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29 | TotalRevenueColumnAmt |
| Exclusion | $29 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $142,085 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $66,330 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,765 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,320 | TotalRevenueColumnAmt |
| Exclusion | $70,320 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $69,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,573 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,573 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,498,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,702,100 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $80,147 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,869 | TotalAmt |
| Program Services | $1,086,869 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,207 | TotalAmt |
| Management And General | $297,991 | ManagementAndGeneralAmt |
| Fundraising | $110,216 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,689,603 | TotalAmt |
| Program Services | $3,638,116 | ProgramServicesAmt |
| Management And General | $984,450 | ManagementAndGeneralAmt |
| Fundraising | $67,037 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,824 | TotalAmt |
| Program Services | $51,811 | ProgramServicesAmt |
| Management And General | $13 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,595 | TotalAmt |
| Program Services | $384,436 | ProgramServicesAmt |
| Management And General | $139,251 | ManagementAndGeneralAmt |
| Fundraising | $11,908 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,241 | TotalAmt |
| Program Services | $284,910 | ProgramServicesAmt |
| Management And General | $105,992 | ManagementAndGeneralAmt |
| Fundraising | $13,339 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,389 | TotalAmt |
| Program Services | $63,943 | ProgramServicesAmt |
| Management And General | $57,679 | ManagementAndGeneralAmt |
| Fundraising | $3,767 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,721 | TotalAmt |
| Program Services | $11,588 | ProgramServicesAmt |
| Management And General | $10,452 | ManagementAndGeneralAmt |
| Fundraising | $681 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,891 | TotalAmt |
| Program Services | $50,330 | ProgramServicesAmt |
| Management And General | $23,640 | ManagementAndGeneralAmt |
| Fundraising | $20,921 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,759 | TotalAmt |
| Program Services | $99,175 | ProgramServicesAmt |
| Management And General | $61,428 | ManagementAndGeneralAmt |
| Fundraising | $10,156 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,614 | TotalAmt |
| Program Services | $221,630 | ProgramServicesAmt |
| Management And General | $73,869 | ManagementAndGeneralAmt |
| Fundraising | $21,115 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,231 | TotalAmt |
| Program Services | $77,862 | ProgramServicesAmt |
| Management And General | $28,920 | ManagementAndGeneralAmt |
| Fundraising | $4,449 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,604 | TotalAmt |
| Program Services | $294,423 | ProgramServicesAmt |
| Management And General | $109,357 | ManagementAndGeneralAmt |
| Fundraising | $16,824 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,163 | TotalAmt |
| Program Services | $51,914 | ProgramServicesAmt |
| Management And General | $19,282 | ManagementAndGeneralAmt |
| Fundraising | $2,967 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REMISSIONS | $813,501 | $813,501 | ||
| SCHOOL EVENTS | $246,636 | $106,183 | $135,488 | $4,965 |
| CONTRACTED SERVICES | $245,592 | $117,184 | $116,611 | $11,797 |
| SCHOOL ACTIVITIES | $191,593 | $191,593 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,632 | TotalAmt |
| Program Services | $242,462 | ProgramServicesAmt |
| Management And General | $64,202 | ManagementAndGeneralAmt |
| Fundraising | $14,968 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,331,665 | TotalAmt |
| Program Services | $7,787,930 | ProgramServicesAmt |
| Management And General | $2,228,625 | ManagementAndGeneralAmt |
| Fundraising | $315,110 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,670,706 | BOYAmt |
| EOY | $3,135,416 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,805 | BOYAmt |
| EOY | $171,286 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,430 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,718 | BOYAmt |
| EOY | $10,029 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,064 | BOYAmt |
| EOY | $374,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,493,615 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,911,216 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,451,981 | BOYAmt |
| EOY | $11,582,399 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,699 | BOYAmt |
| EOY | $139,700 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,549,403 | BOYAmt |
| EOY | $15,613,460 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,675 | BOYAmt |
| EOY | $268,333 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,550,424 | BOYAmt |
| EOY | $3,800,432 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,961,283 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,434,753 | BOYAmt |
| EOY | $3,315,923 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,230 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,459,365 | BOYAmt |
| EOY | $7,384,688 | 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 | $7,775,893 | BOYAmt |
| EOY | $7,610,019 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,145 | BOYAmt |
| EOY | $618,753 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,090,038 | BOYAmt |
| EOY | $8,228,772 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,549,403 | BOYAmt |
| EOY | $15,613,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $166,844 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$28,110 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $314,145 | BeginningYearBalanceAmt |
| Contributions | $418,873 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,719 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $93,546 | OtherExpendituresAmt |
| End Year Balance | $618,753 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,993 | BeginningYearBalanceAmt |
| Contributions | $92,256 | ContributionsAmt |
| Investment Earnings Or Losses | $62,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $90,269 | OtherExpendituresAmt |
| End Year Balance | $314,145 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $284,738 | BeginningYearBalanceAmt |
| Contributions | $189,100 | ContributionsAmt |
| Investment Earnings Or Losses | $2,595 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $226,440 | OtherExpendituresAmt |
| End Year Balance | $249,993 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $276,482 | BeginningYearBalanceAmt |
| Contributions | $166,266 | ContributionsAmt |
| Investment Earnings Or Losses | $6,718 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $164,728 | OtherExpendituresAmt |
| End Year Balance | $284,738 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $192,449 | BeginningYearBalanceAmt |
| Contributions | $161,918 | ContributionsAmt |
| Investment Earnings Or Losses | $10,657 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,542 | OtherExpendituresAmt |
| End Year Balance | $276,482 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | 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 | $1,273,938 | OtherCostOrOtherBasisAmt |
| Book Value | $1,273,938 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,334,253 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,410,876 | DepreciationAmt |
| Book Value | $9,923,377 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $885,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $500,340 | DepreciationAmt |
| Book Value | $385,084 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,582,399 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,641,794 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$28,110 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $71,765 | OtherRevenueAmt |
| Revenue Not Reported | $43,655 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,598,139 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,900,370 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,900,370 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,498,509 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,503,060 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $71,765 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $71,765 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,431,295 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,900,370 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,900,370 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,331,665 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2022. THE SCHOOL'S INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 71,765. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,900,370. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 71,765. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,900,370. |
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 | THE POLICY IS PUBLICIZED BY THE ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND (AISNE), PUBLISHED IN THE BOSTON GLOBE AND ON ITS WEBSITE AT WWW.AISNE.ORG. THE PUBLIC ANNOUNCEMENTS INCLUDES A STATEMENT THAT THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGIOUS AFFILIATION, NATIONAL AND ETHNIC ORIGIN OR QUALIFIED HANDICAPPED STUDENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING AUCTION | Event1Nm |
| Gross Receipts Event1 | $208,415 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $66,330 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $142,085 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $15,979 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,191 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,110 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $35,485 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $208,415 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $66,330 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $142,085 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,979 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,191 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,110 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,485 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,765 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $70,320 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 76 | RecipientCnt |
| Non Cash Assistance | $1,086,869 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | REDUCTION TO TUITION AND FEES | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONNA MILANI LUTHER | ||||||||||||||
| HEAD OF SCHOOL | $373,477 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $4,546 | $0 | $404,023 | $0 | $0 | $0 |
| RICHARD WILSON | ||||||||||||||
| DIR. FINANCE & OPERATIONS (UNTIL 08/ | $177,797 | $0 | $0 | $0 | $0 | $0 | $17,659 | $0 | $16,695 | $0 | $212,151 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | 2 TRUSTEES | RelationshipWithOrgTxt |
| Cash Grant | $41,086 | CashGrantAmt |
| Type Of Assistance | NEED BASED FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION REDUCTION | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,470 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $8,561 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,947 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CERTIFICATES | 61 | $21,465 | FMV |
| Yes (X) | LODGING | 7 | $17,101 | FMV |
| Yes (X) | MISCELLANEOUS | 15 | $6,408 | FMV |
| Yes (X) | PAINTINGS/PORTRAITS | 9 | $5,790 | FMV |
| Yes (X) | TICKETS | 12 | $5,416 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE AND OPERATIONS PRESENTS THE COMPLETED FORM 990 AND ITS SCHEDULES TO THE MEMBERS OF THE AUDIT WORKING GROUP OF THE BOARD OF TRUSTEES AND THE PRESIDENT AND TREASURER OF INLY SCHOOL FOR REVIEW AND COMMENT. ONCE ALL NECESSARY CHANGES ARE MADE, THE FORM 990 AND ITS SCHEDULES WILL BE PRESENTED TO THE FULL BOARD OF TRUSTEES FOR A FINAL REVIEW AND APPROVAL. UPON APPROVAL, THE FORM 990 AND ITS SCHEDULES WILL BE SIGNED BY THE DIRECTOR OF FINANCE AND OPERATIONS AS A DIRECTED OFFICER OF INLY SCHOOL, DATED AND SUBMITTED BY THE FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE IN WRITING IF THEY OR ANY MEMBER OF THEIR FAMILIES, OR ANY ORGANIZATION WITH WHICH THEY ARE AFFILIATED, PRESENTLY TRANSACT ANY BUSINESS OR MIGHT REASONABLY BE EXPECTED TO DO SO IN THE FUTURE. MINUTES OF APPROPRIATE MEETINGS ARE TO REFLECT SUCH DISCLOSURE AND THAT SUCH BOARD MEMBER ABSTAINED FROM VOTING AND WAS NOT COUNTED FOR THE PURPOSE OF DETERMINING A QUORUM. BOARD MEMBERS MAINTAINING NO SUCH RELATIONSHIPS ATTEST TO THAT FACT IN WRITING AND AGREE TO NOTIFY THE BOARD SHOULD THEIR STATUS CHANGE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS ADOPTED A POLICY FOR HIRING AND FOR SETTING COMPENSATION FOR THE HEAD OF SCHOOL WHICH PROVIDES FOR A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THE REVIEW INCLUDES A REVIEW OF COMPARABILITY DATA FROM VARIOUS SOURCES FOR SIMILAR ORGANIZATIONS. THE BOARD WILL RETAIN DOCUMENTATION OF DELIBERATIONS AND DECISIONS. THE ORGANIZATION HAS ADOPTED A POLICY FOR HIRING AND FOR SETTING COMPENSATION FOR OTHER KEY EMPLOYEES WHICH PROVIDES FOR A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THE REVIEW INCLUDES A REVIEW OF COMPENSATION PAID FOR SIMILAR POSITIONS FROM VARIOUS SOURCES FOR SIMILAR ORGANIZATIONS. THE COMPENSATION AMOUNT WILL THEN BE INCLUDED IN AN EMPLOYMENT CONTRACT FOR THESE KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | INDIVIDUALS MAY CONTACT THE BUSINESS OFFICE TO SCHEDULE AN APPOINTMENT DURING NORMAL BUSINESS HOURS TO REVIEW THE DOCUMENTS. COPIES WILL BE PROVIDED FOR IN-PERSON, WRITTEN, TELEPHONE OR E-MAIL REQUESTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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