WILBERFORCE SCHOOL INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILBERFORCE SCHOOL INC (EIN 20-1961626)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-24
- IRS object ID
- 202220249349300332
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-24T09:57:09-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223403296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON FINANCIAL GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1540 KUSER ROAD SUITE A4 | AddressLine1Txt |
| City | MERCERVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 086193828 | 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 | 201961626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILBERFORCE SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILB | BusinessNameControlTxt |
| Phone | 6099246111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAPLETON ROAD | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWE WHITMAN JR | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 6099246111 | PhoneNum |
| Signature | 2021-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWE | PersonFirstNm |
| Person Last | WHITMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES S ALFIERI | PreparerPersonNm |
| PTIN | P00365757 | PTIN |
| Phone | 6095810300 | PhoneNum |
| Preparation | 2022-01-24 | 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 | ARUNA DAVID | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAPLETON ROAD | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,564,610 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILBERFORCESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THE WILBERFORCE SCHOOL WAS FOUNDED TO PROVIDE A DISTINCTLY CHRISTIAN EDUCATION CHARACTERIZED BY ACADEMIC EXCELLENCE AND JOYFUL DISCOVERY WITHIN A CLASSICAL FRAMEWORK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,500,838 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,778,119 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,753,818 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,531,466 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,666 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,286 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,204 | PYOtherRevenueAmt |
| CY Other Revenue | $43,251 | CYOtherRevenueAmt |
| PY Total Revenue | $6,288,526 | PYTotalRevenueAmt |
| CY Total Revenue | $8,360,122 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,742,271 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,054,807 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,070,371 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,145,077 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $152,411 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,585,267 | PYOtherExpensesAmt |
| CY Other Expenses | $1,515,436 | CYOtherExpensesAmt |
| PY Total Expenses | $6,397,909 | PYTotalExpensesAmt |
| CY Total Expenses | $6,715,320 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$109,383 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,644,802 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,529,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,923,894 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,438,188 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,484,565 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,091,310 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,439,329 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE WILBERFORCE SCHOOL WAS FOUNDED TO PROVIDE A DISTINCTLY CHRISTIAN EDUCATION CHARACTERIZED BY ACADEMIC EXCELLENCE AND JOYFUL DISCOVERY WITHIN A CLASSICAL FRAMEWORK. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,496,980 | ExpenseAmt |
| Grant | $2,054,807 | GrantAmt |
| Revenue | $5,531,466 | RevenueAmt |
| Desc | FOR THE 2020-2021 ACADEMIC YEAR THE WILBERFORCE SCHOOL MOVED TO A NEW CAMPUS IN PRINCETON, NJ. THERE WERE 257 STUDENTS ENROLLED, OF WHOM 57% RECEIVED A GRANT IN THE FORM OF A MERIT SCHOLARSHIP, FINANCIAL AID, OR TUITION REMISSION. | Desc |
| Total Program Service Expenses | $5,496,980 | 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 | false | ConservationEasementsInd |
| Collections Of Art | false | 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 81 | 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 |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (true) | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILBERFORCE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6094543395 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAPLETON ROAD | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|
| HOWE WHITMAN JR | |||||||
| HEAD OF SCHO | 40.00 | Yes (X) | Yes (X) | $131,288 | $0 | $11,615 | |
| DANIEL BROX | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ARUNA DAVID | |||||||
| CHAIRPERSON | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN MCLEAN JR | |||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RUSS NIXON | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY REYNOLDS | |||||||
| SECRETARY | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ROWE | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CAROLEE VANDERVORT | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN CHUN | |||||||
| TRUSTEE | 1.50 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $131,288 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $11,615 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $594,275 | GovernmentGrantsAmt |
| All Other Contributions | $2,183,844 | AllOtherContributionsAmt |
| Noncash Contributions | $825,826 | NoncashContributionsAmt |
| Total Contributions | $2,778,119 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $5,531,466 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,531,466 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,531,466 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,774 | TotalRevenueColumnAmt |
| Exclusion | $5,774 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $206,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $204,488 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,512 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,512 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $43,251 | TotalRevenueColumnAmt |
| Exclusion | $43,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,251 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,360,122 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,532,978 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $49,025 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,054,807 | TotalAmt |
| Program Services | $2,054,807 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,566 | TotalAmt |
| Management And General | $130,853 | ManagementAndGeneralAmt |
| Fundraising | $32,713 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,563,922 | TotalAmt |
| Program Services | $1,916,061 | ProgramServicesAmt |
| Management And General | $577,922 | ManagementAndGeneralAmt |
| Fundraising | $69,939 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,830 | TotalAmt |
| Program Services | $129,295 | ProgramServicesAmt |
| Management And General | $53,848 | ManagementAndGeneralAmt |
| Fundraising | $3,687 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,759 | TotalAmt |
| Program Services | $170,094 | ProgramServicesAmt |
| Management And General | $52,990 | ManagementAndGeneralAmt |
| Fundraising | $7,675 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,760 | TotalAmt |
| Management And General | $49,760 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,013 | TotalAmt |
| Program Services | $13,551 | ProgramServicesAmt |
| Management And General | $36,462 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,139 | TotalAmt |
| Management And General | $77,139 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,678 | TotalAmt |
| Program Services | $3,900 | ProgramServicesAmt |
| Management And General | $20,419 | ManagementAndGeneralAmt |
| Fundraising | $2,359 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,933 | TotalAmt |
| Program Services | $797,997 | ProgramServicesAmt |
| Management And General | $33,957 | ManagementAndGeneralAmt |
| Fundraising | $16,979 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,261 | TotalAmt |
| Program Services | $43,376 | ProgramServicesAmt |
| Management And General | $15,885 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTION/SCHOOL SUPPLI | $149,878 | $149,878 | ||
| $63,463 | $59,657 | $2,538 | $1,268 | |
| STAFF DEVELOPMENT | $59,821 | $59,821 | ||
| FIELD TRIPS/SPECIAL EVENT | $45,738 | $45,738 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,752 | TotalAmt |
| Program Services | $52,805 | ProgramServicesAmt |
| Management And General | $14,156 | ManagementAndGeneralAmt |
| Fundraising | $17,791 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,715,320 | TotalAmt |
| Program Services | $5,496,980 | ProgramServicesAmt |
| Management And General | $1,065,929 | ManagementAndGeneralAmt |
| Fundraising | $152,411 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,682,315 | BOYAmt |
| EOY | $366,643 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,102,059 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,192 | BOYAmt |
| EOY | $4,329 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,175,506 | BOYAmt |
| EOY | $1,797,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $882,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $408,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,985 | BOYAmt |
| EOY | $473,858 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,549 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,500 | BOYAmt |
| EOY | $167,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,529,498 | BOYAmt |
| EOY | $6,923,894 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,532 | BOYAmt |
| EOY | $93,579 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,080,812 | BOYAmt |
| EOY | $2,782,543 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,844 | BOYAmt |
| EOY | $608,443 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,438,188 | BOYAmt |
| EOY | $3,484,565 | 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 | $2,065,030 | BOYAmt |
| EOY | $3,411,049 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,280 | BOYAmt |
| EOY | $28,280 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091,310 | BOYAmt |
| EOY | $3,439,329 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,529,498 | BOYAmt |
| EOY | $6,923,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,644,802 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,816 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$298,599 | OtherChangesInNetAssetsAmt |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,000 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,049 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $300 | AdministrativeExpensesAmt |
| End Year Balance | $8,749 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $2,000 | ContributionsAmt |
| End Year Balance | $2,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $341,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,324 | DepreciationAmt |
| Book Value | $146,021 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $541,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,525 | DepreciationAmt |
| Book Value | $327,837 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $473,858 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED LEASE INCENTIVE | Desc |
| Amt | $608,443 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $608,443 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,307,130 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,816 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,816 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,305,314 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,054,808 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,054,808 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,360,122 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,959,111 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $298,599 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $298,599 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,660,512 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,054,808 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,054,808 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,715,320 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | GENERAL ENDOWMENT FUND TO SUPPORT MISSION OF SCHOOL. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | SCHOLARSHIPS AND TUITION REMISSION 2,054,808 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | DEFERRED RENT 298,599 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCHOLARSHIPS AND TUITION REMISSION 2,054,808 |
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 | THE INFORMATION IS INCLUDED IN THE FOLDERS GIVEN TO ALL POTENTIAL STUDENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID | 85 | $995,094 | FMV | FINANCIAL AID |
| TUITION AND FEE REMISSION | 56 | $794,173 | FMV | TUITION REMISSI |
| SCHOLARSHIP | 18 | $265,540 | FMV | SCHOLARSHIP |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND TUITION REMISSION ARE PROVIDED TO SELECTED STUDENTS BASED ON MERIT AND FINANCIAL NEED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $825,826 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV FROM BROKERAGE STMT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS PROVIDE HELP AT SCHOOL EVENTS AND ACT AS CHAPERONES ON FIELD TRIPS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE DRAFT FORM 990 IS CIRCULATED TO THE FULL BOARD FOR REVIEW PRIOR TO THE BOARD MEETING. THE RETURN IS DISCUSSED AND APPROVED AT THE NEXT BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD IS AWARE OF ALL TRANSACTIONS BETWEEN BOARD MEMBERS AND THE SCHOOL DUE TO THE SMALL SIZE OF THE BOARD AND FREQUENT MEETINGS AND INTERACTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS VOTES ON THE HEADMASTER'S AND ACADEMIC HEAD OF SCHOOL'S SALARIES AT ITS ANNUAL BUDGET BOARD MEETING. THE BOARD DOES COMPARATIVE ANALYSIS WITH OTHER PRIVATE SCHOOLS TO DETERMINE SALARY LEVELS AND COMPETITIVENESS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS VOTES ON THE HEADMASTER'S AND ACADEMIC HEAD OF SCHOOL'S SALARIES AT ITS ANNUAL BUDGET BOARD MEETING. THE BOARD DOES COMPARATIVE ANALYSIS WITH OTHER PRIVATE SCHOOLS TO DETERMINE SALARY LEVELS AND COMPETITIVENESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST BY DONOR OR FAMILY ENROLLED IN THE SCHOOL. |
| FORM 990, PART XI, LINE 9 | DEFERRED RENT -298,599 |
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