SANTA FE PREPARATORY SCHOOL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SANTA FE PREPARATORY SCHOOL (EIN 85-0165745)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202211319349304091
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T13:48:28-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203746583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR ROTH AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GRANT ST STE 205 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802032944 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850165745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA FE PREPARATORY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 5059821829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE SACHS | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 5059823181 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | SACHS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON L GILLILAND | PreparerPersonNm |
| PTIN | P02243875 | PTIN |
| Phone | 3038308109 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON SCHUBACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,397,621 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SFPREP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 153 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,691,401 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,318,682 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,812,943 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,155,637 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,312,575 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,660,250 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,665 | PYOtherRevenueAmt |
| CY Other Revenue | -$22,764 | CYOtherRevenueAmt |
| PY Total Revenue | $14,863,584 | PYTotalRevenueAmt |
| CY Total Revenue | $36,111,805 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,964,230 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,467,149 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,981,492 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,470,028 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $369,793 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,682,649 | PYOtherExpensesAmt |
| CY Other Expenses | $2,227,014 | CYOtherExpensesAmt |
| PY Total Expenses | $16,628,371 | PYTotalExpensesAmt |
| CY Total Expenses | $19,164,191 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,764,787 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,947,614 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,010,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,113,849 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,426,725 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,396,605 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,583,959 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,717,244 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,565,987 | ExpenseAmt |
| Grant | $1,189,411 | GrantAmt |
| Revenue | $8,155,637 | RevenueAmt |
| Desc | THE SCHOOL PROVIDES A COLLEGE PREPARATORY EDUCATION TO 330 STUDENTS IN GRADES 7 THROUGH 12. THE SCHOOL ALSO HOSTS THE EE FORD SUMMER TEACHERS COLLOQUIUM SERVING 40 TEACHERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,718,015 | ExpenseAmt |
| Grant | $8,277,738 | GrantAmt |
| Desc | DAVIS NEW MEXICO SCHOLARS AND BREAKTHROUGH SANTA FE (BREAKTHROUGH): BREAKTHROUGH IS A PREP PROGRAM THAT ASSISTS STUDENTS IN GRADES 7 THROUGH 12 FROM UNDERSERVED PUBLIC SCHOOLS TO BECOME THE FIRST IN THEIR FAMILIES TO GO TO COLLEGE. STUDENTS COMMIT TO THE PROGRAM FOR 6 YEARS AND PARTICIPATE IN SUMMER PROGRAMING, SCHOOL YEAR SUPPORT, AND ONE-ON-ONE COLLEGE COUNSELING. BREAKTHROUGH SANTA FE ALSO PARTNERS WITH THE SHELBY CULLOM DAVIS CHARITABLE FUND, INC. TO ADMINISTER AND AWARD FULL-TUITION COLLEGE SCHOLARSHIPS TO STUDENTS PARTICIPATING IN THE DAVIS NEW MEXICO SCHOLARS PROGRAM (DAVIS NEW MEXICO). AS OF JUNE 30, 2021, 141 DAVIS NEW MEXICO SCHOLARSHIP RECEIPIENTS ARE ENROLLED IN COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,284,002 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 104 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 153 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE SACHS | PersonNm |
| Phone | 5059821829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LIZ BREMNER | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN MILLS BADGER II | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSIAH CHILD | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA BOAZ COOPER | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD GALE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ADELMA HNASKO | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY KAUFMAN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KOCON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIQUELA SALAZAR KORTE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE LEHMAN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX LORUSSO | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED NATHAN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEJANDRA CASTILLO ROTH | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNA SCANLAN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL SCHILIRO | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LEAH SWANSON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIAN WEICHSEL | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTINA ALLEY | |||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELICIA MONTOYA | |||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILL HALM | |||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PHIL MURRAY | |||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AARON SCHUBACH | |||||||
| HEAD OF SCHO | 40.00 | $149,492 | $0 | $11,538 | Yes (X) | ||
| BRUCE SACHS | |||||||
| DIRECTOR OF | 40.00 | $116,711 | $0 | $22,223 | Yes (X) | ||
| SUSAN MATTHEWS | |||||||
| DIRECTOR OF | 40.00 | $135,471 | $0 | $13,119 | Yes (X) | ||
| JOHN UTSEY | |||||||
| DIR OF TECHN | 40.00 | $110,189 | $0 | $21,655 | Yes (X) | ||
| JAMES LEONARD | |||||||
| PAST HEAD OF | 40.00 | $843,276 | $0 | $17,494 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,355,139 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $86,029 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $80,995 | FundraisingAmt |
| Government Grants | $855,277 | GovernmentGrantsAmt |
| All Other Contributions | $25,382,410 | AllOtherContributionsAmt |
| Noncash Contributions | $29,402 | NoncashContributionsAmt |
| Total Contributions | $26,318,682 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $8,148,098 | $8,148,098 |
| COURSE FEES | 611600 | $7,539 | $7,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,155,637 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $346,433 | TotalRevenueColumnAmt |
| Exclusion | $346,433 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $899 | TotalRevenueColumnAmt |
| Exclusion | $899 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,500 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,500 | TotalRevenueColumnAmt |
| Exclusion | $1,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,574,681 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,260,864 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,313,817 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,313,817 | TotalRevenueColumnAmt |
| Exclusion | $1,313,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $80,995 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,952 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,952 | TotalRevenueColumnAmt |
| Exclusion | -$18,952 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| GRANT REFUNDS | 611600 | -$1,118 | -$1,118 | |
| CHANGE IN VALUE LIFE INSURANC | 611600 | -$5,093 | -$5,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$6,211 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,111,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,154,519 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,638,604 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,975 | TotalAmt |
| Program Services | $267,975 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,199,174 | TotalAmt |
| Program Services | $9,199,174 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,774 | TotalAmt |
| Program Services | $165,393 | ProgramServicesAmt |
| Management And General | $285,642 | ManagementAndGeneralAmt |
| Fundraising | $31,739 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,046,836 | TotalAmt |
| Program Services | $3,793,339 | ProgramServicesAmt |
| Management And General | $1,062,680 | ManagementAndGeneralAmt |
| Fundraising | $190,817 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,035 | TotalAmt |
| Program Services | $208,860 | ProgramServicesAmt |
| Management And General | $60,580 | ManagementAndGeneralAmt |
| Fundraising | $10,595 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,288 | TotalAmt |
| Program Services | $929,093 | ProgramServicesAmt |
| Management And General | $282,309 | ManagementAndGeneralAmt |
| Fundraising | $48,886 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,095 | TotalAmt |
| Program Services | $288,427 | ProgramServicesAmt |
| Management And General | $95,707 | ManagementAndGeneralAmt |
| Fundraising | $15,961 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,402 | TotalAmt |
| Management And General | $20,402 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,291 | TotalAmt |
| Management And General | $40,291 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,622 | TotalAmt |
| Management And General | $31,622 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,013 | TotalAmt |
| Program Services | $32,690 | ProgramServicesAmt |
| Management And General | $32,025 | ManagementAndGeneralAmt |
| Fundraising | $298 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,283 | TotalAmt |
| Program Services | $8,851 | ProgramServicesAmt |
| Management And General | $94,732 | ManagementAndGeneralAmt |
| Fundraising | $700 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,704 | TotalAmt |
| Program Services | $171,621 | ProgramServicesAmt |
| Management And General | $303,730 | ManagementAndGeneralAmt |
| Fundraising | $23,353 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,967 | TotalAmt |
| Program Services | $89,066 | ProgramServicesAmt |
| Management And General | $17,901 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,773 | TotalAmt |
| Program Services | $10,963 | ProgramServicesAmt |
| Management And General | $810 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,202 | TotalAmt |
| Program Services | $216,422 | ProgramServicesAmt |
| Management And General | $67,936 | ManagementAndGeneralAmt |
| Fundraising | $11,844 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,856 | TotalAmt |
| Program Services | $14,435 | ProgramServicesAmt |
| Management And General | $4,616 | ManagementAndGeneralAmt |
| Fundraising | $805 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,428 | TotalAmt |
| Program Services | $26,234 | ProgramServicesAmt |
| Management And General | $9,081 | ManagementAndGeneralAmt |
| Fundraising | $3,113 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,829 | TotalAmt |
| Program Services | $505,839 | ProgramServicesAmt |
| Management And General | $41,462 | ManagementAndGeneralAmt |
| Fundraising | $5,528 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,875 | TotalAmt |
| Program Services | $67,482 | ProgramServicesAmt |
| Management And General | $23,326 | ManagementAndGeneralAmt |
| Fundraising | $4,067 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TEXTBOOKS | $124,059 | $124,059 | ||
| PROFESSIONAL DEVELOPMENT | $35,534 | $18,247 | $10,543 | $6,744 |
| LIBRARY MTLS, TECHNOLOGY | $33,612 | $33,612 | ||
| STIPENDS | $28,700 | $28,700 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,864 | TotalAmt |
| Program Services | $83,520 | ProgramServicesAmt |
| Management And General | $25,001 | ManagementAndGeneralAmt |
| Fundraising | $15,343 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,164,191 | TotalAmt |
| Program Services | $16,284,002 | ProgramServicesAmt |
| Management And General | $2,510,396 | ManagementAndGeneralAmt |
| Fundraising | $369,793 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,841,467 | BOYAmt |
| EOY | $10,684,312 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,458 | BOYAmt |
| EOY | $61,726 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,172,440 | BOYAmt |
| EOY | $33,292,816 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,879 | BOYAmt |
| EOY | $106,959 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,499 | BOYAmt |
| EOY | $134,353 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,117 | BOYAmt |
| EOY | $397,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,806,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,098,718 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,163,275 | BOYAmt |
| EOY | $8,707,795 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,268,485 | BOYAmt |
| EOY | $25,602,011 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,565 | BOYAmt |
| EOY | $107,256 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,499 | BOYAmt |
| EOY | $19,455 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,010,684 | BOYAmt |
| EOY | $79,113,849 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,148 | BOYAmt |
| EOY | $712,914 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,300,268 | BOYAmt |
| EOY | $17,235,890 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,026,032 | BOYAmt |
| EOY | $2,447,801 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,277 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,426,725 | BOYAmt |
| EOY | $20,396,605 | 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 | $6,864,594 | BOYAmt |
| EOY | $23,202,098 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,719,365 | BOYAmt |
| EOY | $35,515,146 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,583,959 | BOYAmt |
| EOY | $58,717,244 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,010,684 | BOYAmt |
| EOY | $79,113,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,947,614 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,185,671 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 19.49 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 20.00 | StaffHoursSpentEnforcementCnt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $270,907 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,480,355 | BeginningYearBalanceAmt |
| Contributions | $33,200 | ContributionsAmt |
| Investment Earnings Or Losses | $5,772,876 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$971,140 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,315,291 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,584,864 | BeginningYearBalanceAmt |
| Contributions | $2,789,163 | ContributionsAmt |
| Investment Earnings Or Losses | $706,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$599,898 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,480,355 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,067,836 | BeginningYearBalanceAmt |
| Contributions | $361,086 | ContributionsAmt |
| Investment Earnings Or Losses | $1,040,214 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$884,272 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,584,864 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,237,345 | BeginningYearBalanceAmt |
| Contributions | $41,518 | ContributionsAmt |
| Investment Earnings Or Losses | $1,371,291 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$494,736 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$87,582 | AdministrativeExpensesAmt |
| End Year Balance | $18,067,836 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,256,826 | BeginningYearBalanceAmt |
| Contributions | $393,450 | ContributionsAmt |
| Investment Earnings Or Losses | $2,163,827 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$393,034 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$183,724 | OtherExpendituresAmt |
| End Year Balance | $17,237,345 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.53350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,917 | OtherCostOrOtherBasisAmt |
| Book Value | $133,917 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,708,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,415,927 | DepreciationAmt |
| Book Value | $7,292,341 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,745,548 | OtherCostOrOtherBasisAmt |
| Depreciation | $656,014 | DepreciationAmt |
| Book Value | $1,089,534 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $817,152 | OtherCostOrOtherBasisAmt |
| Depreciation | $715,313 | DepreciationAmt |
| Book Value | $101,839 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $401,628 | OtherCostOrOtherBasisAmt |
| Depreciation | $311,464 | DepreciationAmt |
| Book Value | $90,164 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,707,795 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,076,443 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,185,671 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,189,411 | OtherRevenueAmt |
| Revenue Not Reported | $2,996,260 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,080,183 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $31,622 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $31,622 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,111,805 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,943,158 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,189,411 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,189,411 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,132,569 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $31,622 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $31,622 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,164,191 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | THE ORGANIZATION HAS A WRITTEN POLICY REGARDING MONITORING, INSPECTING, AND ENFORCING THE VIOLATION OF EASEMENT AGREEMENTS. |
| SCHEDULE D, PAGE 1, PART II, LINE 9 | THE SCHOOL INCLUDES THE CONSERVATION EASEMENT, VALUED AT 45,000, IN THE "PROPERTY AND EQUIPMENT" OF THE STATEMENT OF FINANCIAL POSITION. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE TO BE USED TO PRODUCE PRESENT AND FUTURE RETURNS TO BE EXPENDED OR ADDED TO PRINCIPAL. THE SCHOOL CURRENTLY HAS UNRESTRICTED AND DONOR-RESTRICTED ENDOWMENT FUNDS THAT BENEFIT THE SCHOOL AND ITS OPERATIONS, PROVIDE FUNDS FOR FACULTY DEVELOPMENT AND RECOGNITION, AND PROVIDE FUNDS FOR STUDENT FINANCIAL AID. |
| SCHEDULE D, PAGE 3, PART X | THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | STUDENT FINANCIAL ASSISTANCE -1,189,411 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | STUDENT FINANCIAL ASSISTANCE -1,189,411 |
| SCHEDULE D, PAGE 4, PART XIII | PART XI AND PART XII, LINE 2D AMOUNT IS FOR THE FINANCIAL ASSISTANCE FOR 115 STUDENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ALL INFORMATION PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LIP SYNC GALA C | Event1Nm |
| Gross Receipts Event1 | $86,995 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $80,995 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $6,000 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,952 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $86,995 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $80,995 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $6,000 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,952 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,952 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,952 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR TECHNOLOGY AND | ||||||||
| THE CLASSICS | 74 A VAN NU PO | SANTA FE | NM | 87508 | 856000016 | 501C3 | $9,975 | COLLEGE READINESS |
| SANTA FE PUBLIC SCHOOLS AVID PRGRM | ||||||||
| 1300 CAMINO SIERRA VISTA | SANTA FE | NM | 87505 | 856000169 | 501C3 | $30,000 | COLLEGE READINESS | |
| NACA INSPIRED SCHOOLS NETWORK | ||||||||
| 1000 INDIAN SCHOOL RD NW | ALBUQUERQUE | NM | 87104 | 472981893 | 501C3 | $30,000 | COLLEGE READINESS | |
| NEW MEXICO SIMON SCHOLARS PROGRAM | ||||||||
| 524 DON GASPAR | SANTA FE | NM | 87505 | 273309123 | 501C3 | $30,000 | COLLEGE READINESS | |
| SOUTH VALLEY ACADEMY | ||||||||
| 3426 BLAKE RD SW | ALBUQUERQUE | NM | 87105 | 850467121 | 501C3 | $30,000 | COLLEGE READINESS | |
| THE MASTERS PROGRAM | ||||||||
| 6401 RICHARDS AVE | SANTA FE | NM | 87508 | 800477817 | 501C3 | $20,000 | COLLEGE READINESS | |
| COLLEGE HORIZONS | ||||||||
| PO BOX 1262 | PENA BLANCA | NM | 87041 | 201730126 | 501C3 | $30,000 | COLLEGE READINESS | |
| BREAKTHROUGH SANTA FE | ||||||||
| 1101 CAMINO DE LA CRUZ BLANCA | SANTA FE | NM | 87505 | 850165745 | 501C3 | $10,000 | COLLEGE READINESS | |
| UPWARD BOUND ESPANOLA | ||||||||
| 921 N PASEO DE ONATE | ESPANOLA | NM | 87532 | 856000545 | 501C3 | $18,000 | COLLEGE READINESS | |
| NAVAJO PREPARATORY SCHOOL | ||||||||
| 1220 W APACHE ST | FARMINGTON | NM | 87401 | 850395073 | 501C3 | $30,000 | COLLEGE READINESS | |
| POJOAQUE VALLEY SCHOOL | ||||||||
| 1574 STATE ROAD 502 WEST | SANTA FE | NM | 87506 | 811176194 | 501C3 | $30,000 | COLLEGE READINESS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| COLLEGE TUITION | 141 | $7,697,731 | ||
| FINANCIAL AID | 115 | $1,189,411 | ||
| EDUCATIONAL SUPPORT | 141 | $312,032 | TUTORING/TRAVEL |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | SFPS AWARDS SCHOLARSHIPS BASED ON NEED. PARENTS COMPLETE APPLICATIONS WITH AN OUTSIDE VENDOR WHO THEN PROVIDES A LISTING TO SFPS OF THE FAMILIES' NEED TO ATTEND SCHOOL. SFPS THEN USES THAT FIGURE AS A STARTING POINT TO AWARD GRANTS. THE SCHOOL DOES NOT ISSUE MERIT AID. |
| SCHEDULE I, PAGE 4, PART IV | SCHEDULE I, PART II, GRANTS AND ASSISTANCE TO DOMESTIC ORGANIZATION: THE FINANCIAL STATEMENTS INCLUDE GRANT EXPENSE OF 267,975 TO SUPPORT COLLEGE READINESS EDUCATIONAL PROGRAMS THROUGHOUT THE STATE OF NEW MEXICO. SCHEDULE I, PART III, GRANTS AND ASSISTANCE TO DOMESTIC INDIVIDUALS: A TOTAL OF 312,032 WAS EXPENDED TO PROVIDE NON-CASH SUPPORT FOR STUDENTS IN THE DAVIS NEW MEXICO SCHOLARS PROGRAM. THE SUPPORT INCLUDED PAYMENTS TO THIRD PARTIES ON BEHALF OF THE STUDENTS FOR SUPPLIES, TUTORING, TRAVEL AND LIVING EXPENSES. DURING THE YEAR ENDED JUNE 30, 2021, 7,697,731 WAS EXPENDED FOR COLLEGE TUITION SCHOLARSHIP EXPENSE WHICH INCLUDES AN ACCRUAL OF 4 YEARS' COLLEGE EXPENSE FOR THE 51 STUDENTS ENTERING THE NEW MEXICO DAVIS SCHOLARS PROGRAM AS OF JUNE 30, 2021, NET OF THE PRESENT VALUE DISCOUNT CHARGE. TOTAL OUTSTANDING SCHOLARSHIPS PAYABLE FOR THE NEW MEXICO DAVIS SCHOLARS PROGRAM AS OF JUNE 30, 2021, IS 17,235,890. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|
| AARON SCHUBACH | ||||||
| HEAD OF SCHOOL | $149,492 | $6,417 | $5,121 | $161,030 | ||
| JAMES LEONARD | ||||||
| PAST HEAD OF SCHOOL | $136,232 | $17,494 | $860,770 | $707,044 | $520,000 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 4 | JAMES LEONARD 0 707,044 0 |
| SCHEDULE J, PART III | PART I, LINE 4B: THE DEFERRED COMPENSATION LIABILITY AS OF JUNE 30, 2020, FOR JAMES LEONARD, PRIOR HEAD OF SCHOOL, WAS 520,000. 187,044 WAS CHARGED AS AN EXPENSE OF THE SCHOOL DURING THE YEAR ENDED JUNE 30, 2021, WHICH WAS THE DIFFERENCE BETWEEN THE LIABILITY OF 520,000 AND THE FINAL PAYOUT OF THE DEFERRED COMPENSATION PLAN OF 707,044. THE PLAN WAS FUNDED BY A WHOLE LIFE INSURANCE POLICY AND THE PAYOUT OF 707,044 WAS MADE IN SEPTEMBER 2020. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,669 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,733 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES AN UNRELATED INVESTMENT FIRM TO PROCESS/SELL STOCK CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS PROVIDED ASSISTANCE PRIMARILY WITH SOLICITATION OF DONATIONS. BOARD MEMBERS ALSO SERVED ON A VOLUNTEER BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | ONCE THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD, THE SCHOOL E-MAILS THE PUBLIC DISCLOSURE COPY TO EACH BOARD MEMBER FOR THEIR REVIEW. AT THE NEXT BOARD MEETING, THE BOARD MEMBERS DISCUSS ANY ISSUES THEY MAY HAVE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | SANTA FE PREPARATORY SCHOOL MONITORS CONFLICT OF INTEREST YEARLY. THE CONTRACTS THAT FACULTY AND STAFF SIGN EVERY YEAR HAVE A CLAUSE THAT PROHIBITS CONFLICT OF INTEREST, AND IF ANY EMPLOYEE SEEKS OUTSIDE ADDITIONAL EMPLOYMENT OR WORK, THE HEAD OF SCHOOL MUST APPROVE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE SCHOOL HAS A SALARY SCALE AND LOOKS AT BENCHMARKS FROM OTHER ISAS AND NAIS SCHOOLS IN DETERMINING COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 17 | NORTH CAROLINA, NEW HAMPSHIRE, NEW JERSEY, NEVADA, NEW YORK, SOUTH CAROLINA, OHIO, OKLAHOMA, OREGON, SOUTH CAROLINA, TEXAS, WASHINGTON, UTAH, VIRGINIA |
| FORM 990, PAGE 6, PART VI, LINE 19 | INFORMATION IS MAILED OUT OR AVAILABLE TO BE PICKED UP AT THE SCHOOL UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | STUDENT FINANCIAL ASSISTANCE -1,189,411 STUDENT FINANCIAL ASSISTANCE 1,189,411 |
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