ACADEMY AT CHARLEMONT: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ACADEMY AT CHARLEMONT (EIN 04-2724993)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202311359349300241
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T08:01:44-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060903326PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITTLESEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 BOBALA RDAddressLine1Txt
CityHOLYOKECityNm
State AbbreviationMAStateAbbreviationCd
ZIP01040ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

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)
PersonBILL CORWINPersonNm
Person TitleCHAIRPersonTitleTxt
Phone4133394912PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBILLPersonFirstNm
Person LastCORWINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA WILLSPreparerPersonNm
PTINP01828548PTIN
Phone4135363970PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBILL CORWINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11359 MOHAWK TRAIL ROUTE 2AddressLine1Txt
CityCHARLEMONTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01339ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,905,376GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
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 Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee48TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$552,212PYContributionsGrantsAmt
CY Contributions Grants$859,288CYContributionsGrantsAmt
PY Program Service Revenue$1,790,135PYProgramServiceRevenueAmt
CY Program Service Revenue$2,027,357CYProgramServiceRevenueAmt
PY Investment Income$703PYInvestmentIncomeAmt
CY Investment Income$88CYInvestmentIncomeAmt
PY Other Revenue$1,965PYOtherRevenueAmt
CY Other Revenue$9,476CYOtherRevenueAmt
PY Total Revenue$2,345,015PYTotalRevenueAmt
CY Total Revenue$2,896,209CYTotalRevenueAmt
PY Grants And Similar Paid$794,611PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$877,901CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,120,020PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,190,781CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,945CYTotalFundraisingExpenseAmt
PY Other Expenses$425,187PYOtherExpensesAmt
CY Other Expenses$624,066CYOtherExpensesAmt
PY Total Expenses$2,339,818PYTotalExpensesAmt
CY Total Expenses$2,692,748CYTotalExpensesAmt
PY Revenues Less Expenses$5,197PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$203,461CYRevenuesLessExpensesAmt
Total Assets BOY$2,734,310TotalAssetsBOYAmt
Total Assets EOY$2,723,185TotalAssetsEOYAmt
Total Liabilities BOY$1,254,843TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,040,257TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,479,467NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,682,928NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ACADEMY AT CHARLEMONT DELIVERS A RIGOROUS EDUCATION AND FOSTERS JOYFUL ENGAGEMENT, ACTIVE CITIZENSHIP, AND THE DESIRE FOR JUSTICE IN EACH STUDENT. OUR COMMUNITY NURTURES CREATIVITY, INDEPENDENT THINKING, AND EMPATHY SO THAT OUR STUDENTS BECOME THEIR BEST SELVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,251,681ExpenseAmt
Grant$877,901GrantAmt
Revenue$2,028,163RevenueAmt
DescTHE ACADEMY IS A PUBLIC-SPIRITED INDEPENDENT SCHOOL THAT COMBINES THE BEST OF THE CLASSICAL ACADEMIC TRADITION WITH A VISIBLE COMMITMENT TO BUILDING 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 BELIEVE IN EMPHASIZING CONNECTIONS AMONG 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 INDIVIDUALS 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$2,251,681TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee48EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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 Line1ROUTE 2 MOHAWK TRAILAddressLine1Txt
CityCHARLEMONTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01339ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BILL CORWIN
BOARD CHAIR2.00Yes (X)Yes (X)$0$0$0
ELIZABETH SLOWINSKI
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
JAKA SAARONY
TREASURER2.00Yes (X)Yes (X)$0$0$0
PAUL CATANZARO
CLERK, ASSISTANT TREASURER0.50Yes (X)Yes (X)$0$0$0
NORA BATES - ZALE
ASSOCIATE HEAD OF SCHOOL40.00Yes (X)$66,116$0$10,825
SHELLEY BORROR JACKSON
TRUSTEE0.50Yes (X)$0$0$0
SEAN DACUS
TRUSTEE0.50Yes (X)$0$0$0
NEALE GAY
ASSISTANT HEAD OF SCHOOL/TRUSTEE40.00Yes (X)$75,219$0$985
TUPSHIN HARPER
TRUSTEE0.50Yes (X)$0$0$0
DAVID HOWE
TRUSTEE0.50Yes (X)$0$0$0
ZACHARY KOLODIN
TRUSTEE0.50Yes (X)$0$0$0
ABEL MCDONNELL
TRUSTEE0.50Yes (X)$0$0$0
CORNELIA REID
TRUSTEE0.50Yes (X)$0$0$0
JENNIFER ROSNER
TRUSTEE0.50Yes (X)$0$0$0
JOHN SCHATZ
ASSOCIATE HEAD OF SCHOOL40.00Yes (X)$85,319$0$985
HANNAH LESSELS
TRUSTEE0.50Yes (X)$0$0$0
PETER STEVENS
TRUSTEE0.50Yes (X)$0$0$0
ELINOR TODD
TRUSTEE0.50Yes (X)$0$0$0
DONALD YOUNG
TEACHER/TRUSTEE40.00Yes (X)$44,262$0$0
PAM PORTER
TRUSTEE0.50Yes (X)$0$0$0
TALIA GEE
TRUSTEE0.50Yes (X)$0$0$0
JULIET CORWIN
STUDENT REPRESENTATIVE0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$270,916TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$12,795TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FM KUZMESKUSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 MAIN ROADAddressLine1Txt
CityGILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01354ZIPCd
FieldValueIRS element (for citing)
ServicesTRANSPORTATIONServicesDesc
Compensation$170,001CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$206,057GovernmentGrantsAmt
All Other Contributions$653,231AllOtherContributionsAmt
Total Contributions$859,288TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION611110$1,903,274$1,903,274
STUDENT FEES/SERVICES624100$124,083$124,083
FieldValueIRS element (for citing)
Total Program Service Revenue$2,027,357TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$88TotalRevenueColumnAmt
Exclusion$88ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$17,837FundraisingGrossIncomeAmt
Fundraising Direct Expenses$9,167FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,670TotalRevenueColumnAmt
Exclusion$8,670ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business611110BusinessCd
Total Revenue Column$806TotalRevenueColumnAmt
Related Or Exempt Func Income$806RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$806OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,896,209TotalRevenueColumnAmt
Related Or Exempt Func Income$2,028,163RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,758ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$877,901TotalAmt
Program Services$877,901ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,029,846TotalAmt
Program Services$767,019ProgramServicesAmt
Management And General$249,604ManagementAndGeneralAmt
Fundraising$13,223FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$64,831TotalAmt
Program Services$48,624ProgramServicesAmt
Management And General$15,559ManagementAndGeneralAmt
Fundraising$648FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$96,104TotalAmt
Program Services$72,078ProgramServicesAmt
Management And General$23,065ManagementAndGeneralAmt
Fundraising$961FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,425TotalAmt
Management And General$14,425ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,036TotalAmt
Management And General$30,036ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$30,449TotalAmt
Program Services$24,059ProgramServicesAmt
Management And General$6,134ManagementAndGeneralAmt
Fundraising$256FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,320TotalAmt
Program Services$1,320ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$77,847TotalAmt
Program Services$58,385ProgramServicesAmt
Management And General$18,684ManagementAndGeneralAmt
Fundraising$778FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$176,506TotalAmt
Program Services$176,506ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,544TotalAmt
Program Services$20,544ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$80,142TotalAmt
Program Services$60,107ProgramServicesAmt
Management And General$19,234ManagementAndGeneralAmt
Fundraising$801FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,805TotalAmt
Program Services$19,354ProgramServicesAmt
Management And General$6,193ManagementAndGeneralAmt
Fundraising$258FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SERVICES$114,746$114,746
DUES AND SUBSCRIPTION$36,613$36,613
BAD DEBT$9,513$9,513
MISCELLANEOUS EXPENSES$6,120$1,525$4,575$20

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,692,748TotalAmt
Program Services$2,251,681ProgramServicesAmt
Management And General$424,122ManagementAndGeneralAmt
Fundraising$16,945FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$786,960BOYAmt
EOY$651,978EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$377,161BOYAmt
EOY$595,617EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$155BOYAmt
EOY$4,568EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,978BOYAmt
EOY$7,275EOYAmt

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$15,333BOYAmt
EOY$6,166EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,935,844LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,479,263LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,536,723BOYAmt
EOY$1,456,581EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,734,310BOYAmt
EOY$2,723,185EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$109,508BOYAmt
EOY$100,930EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$377,742BOYAmt
EOY$388,133EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$548,150BOYAmt
EOY$538,290EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$219,443BOYAmt
EOY$12,904EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,254,843BOYAmt
EOY$1,040,257EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,133,491BOYAmt
EOY$1,536,864EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$345,976BOYAmt
EOY$146,064EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,479,467BOYAmt
EOY$1,682,928EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,734,310BOYAmt
EOY$2,723,185EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$203,461ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

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$381,688BeginningYearBalanceAmt
Investment Earnings Or Losses$21InvestmentEarningsOrLossesAmt
End Year Balance$381,709EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$605,724BeginningYearBalanceAmt
Contributions$7,851ContributionsAmt
Investment Earnings Or Losses$1,375InvestmentEarningsOrLossesAmt
End Year Balance$614,950EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.10000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.05000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.85000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,157,910OtherCostOrOtherBasisAmt
Depreciation$1,324,883DepreciationAmt
Book Value$833,027BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$100,931OtherCostOrOtherBasisAmt
Depreciation$84,481DepreciationAmt
Book Value$16,450BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$74,959OtherCostOrOtherBasisAmt
Depreciation$69,899DepreciationAmt
Book Value$5,060BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,456,581TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO INTERNAL MEMBER GROUPSDesc
Amt$12,904Amt
FieldValueIRS element (for citing)
Total Liability$12,904TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,027,475TotalRevEtcAuditedFinclStmtAmt
Other Revenue$9,167OtherRevenueAmt
Revenue Not Reported$9,167RevenueNotReportedAmt
Revenue Subtotal$2,018,308RevenueSubtotalAmt
Other Revenues Not Included$877,901OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$877,901RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,896,209TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,824,014TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$9,167OtherExpensesIncludedAmt
Expenses Not Reported$9,167ExpensesNotReportedAmt
Expenses Subtotal$1,814,847ExpensesSubtotalAmt
Other Expenses Not Included$877,901OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$877,901ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,692,748TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 9,167.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS 877,901.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 9,167.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS 877,901.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationOUR RACIALLY NONDISCRIMINATORY 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$17,837GrossReceiptsEvent1Amt
Gross Revenue Event1$17,837GrossRevenueEvent1Amt
Other Direct Expenses Event1$9,167OtherDirectExpensesEvent1Amt
Gross Receipts Total$17,837GrossReceiptsTotalAmt
Gross Revenue Total Events$17,837GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$9,167OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$9,167DirectExpenseSummaryEventsAmt
Net Income Summary$8,670NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeNEED-BASED FINANCIAL AID TO OVER HALF OF OUR STUDENTS.GrantTypeTxt
Recipient44RecipientCnt
Cash Grant$877,901CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PROVIDES NEED-BASED FINANCIAL AID GRANTS TO STUDENTS. THE ORGANIZATION REQUIRES APPLICATIONS FOR FINANCIAL AID. THE APPLICATIONS ARE REVIEWED, APPROVED, AND MAINTAINED BY THE ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD AUTHORIZED THE HEADS OF SCHOOL TO REVIEW AND APPROVE THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD OF TRUSTEES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE HEADS OF SCHOOL MASTER MONITORS COMPLIANCE WITH THE POLICY
FORM 990, PART VI, SECTION B, LINE 15ATHE HEADS OF SCHOOL'S COMPENSATION IS DETERMINED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. COMPARABILITY DATA ARE USED IN SETTING COMPENSATION FOR THE HEADS OF SCHOOL.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHERE WAS NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.

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