THE HARKER SCHOOL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HARKER SCHOOL (EIN 94-1613808)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-03-09
- IRS object ID
- 202110689349301136
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-09T18:22:17-06:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941613808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARKER SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARK | BusinessNameControlTxt |
| Phone | 4085535770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 UNION AVE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTY BRADFORD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4085335770 | PhoneNum |
| Signature | 2021-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN YAGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 UNION AVE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $113,264,638 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARKER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | COLLEGE PREP EDUCATION WITH EMPHASIS ON KINDNESS, RESPECT AND INTEGRITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1020 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,910,533 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,777,836 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $99,566,680 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $102,242,303 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,860,705 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,994,837 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$11,830 | PYOtherRevenueAmt |
| CY Other Revenue | $774,259 | CYOtherRevenueAmt |
| PY Total Revenue | $108,326,088 | PYTotalRevenueAmt |
| CY Total Revenue | $112,789,235 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,026,497 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,894,394 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $54,647,539 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,673,333 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,003,355 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,175,616 | PYOtherExpensesAmt |
| CY Other Expenses | $25,857,783 | CYOtherExpensesAmt |
| PY Total Expenses | $89,849,652 | PYTotalExpensesAmt |
| CY Total Expenses | $91,425,510 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,476,436 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,363,725 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $216,128,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $231,890,385 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,842,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,235,585 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $166,285,836 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $189,654,800 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SCHOOL'S MISSION IS TO EDUCATE STUDENTS FOR SUCCESS AT COLLEGE AND BEYOND, AND TO FOSTER KINDNESS, RESPECT AND INTEGRITY WITHIN A SAFE AND NURTURING ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $76,799,842 | ExpenseAmt |
| Grant | $8,894,394 | GrantAmt |
| Revenue | $102,288,187 | RevenueAmt |
| Desc | THE HARKER SCHOOL IS A COEDUCATIONAL, INDEPENDENT, COLLEGE-PREPARATORY DAY SCHOOL SERVING STUDENTS IN PRE-SCHOOL-12TH GRADE. THE SCHOOL'S GOAL IS TO DEVELOP LIFELONG LEARNERS AND WELL-ROUNDED GLOBAL CITIZENS. THROUGH COMPREHENSIVE ACADEMIC AND CHARACTER DEVELOPMENT PROGRAMS, THE HARKER SCHOOL PROVIDES A CHALLENGING AND BALANCED EDUCATION FOR COLLEGE-BOUND STUDENTS. | Desc |
| Total Program Service Expenses | $76,799,842 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 210 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1020 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTY BRADFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085535770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 UNION AVENUE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95124 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SALLY ANDERSON | ||||||||
| SECRETARY OF THE BOARD | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYNETTE STAPLETON | ||||||||
| TRUSTEE AND PICNIC COORDIN | 35.00 | Yes (X) | $56,318 | $0 | $16,537 | |||
| MARIE CLIFFORD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT ZECHER | ||||||||
| CHAIRMAN OF THE BOARD | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKY COX | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WINSTON CHEN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA SABEH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HUALI CHAI STANEK | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE LAJALA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN B OWENS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SURBHI SARNA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SATISH DHARMARAJ | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN YAGER | ||||||||
| HEAD OF SCHOOL | 50.00 | $498,274 | $0 | $59,822 | Yes (X) | |||
| MARTIN BRADFORD | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $289,050 | $0 | $48,272 | Yes (X) | |||
| GREG LAWSON | ||||||||
| ASST. TO HEAD NON ACADEMIC | 50.00 | $228,484 | $0 | $44,481 | Yes (X) | |||
| JOSEPH ROSENTHAL | ||||||||
| DIRECTOR OF ELI AND SUMMER | 50.00 | $169,933 | $0 | $23,371 | Yes (X) | |||
| JENNIFER GARGANO | ||||||||
| ASST. HEAD OF SCHOOL | 50.00 | $329,730 | $0 | $32,146 | Yes (X) | |||
| SAMUEL KELLER | ||||||||
| HEAD OF UPPER SCHOOL | 50.00 | $231,807 | $0 | $33,771 | Yes (X) | |||
| KIMBERLY LOBE | ||||||||
| DIRECTOR OF ADVANCEMENT | 50.00 | $221,414 | $0 | $31,311 | Yes (X) | |||
| SARAH J LEONARD | ||||||||
| EMPLOYEE | 40.00 | $217,311 | $0 | $27,873 | Yes (X) | |||
| ANITA CHETTY | ||||||||
| EMPLOYEE | 40.00 | $185,277 | $0 | $32,939 | Yes (X) | |||
| KRISTIN GIAMMONA | ||||||||
| EMPLOYEE | 40.00 | $180,969 | $0 | $48,621 | Yes (X) | |||
| LAURA LANG-REE | ||||||||
| EMPLOYEE | 40.00 | $179,199 | $0 | $27,931 | Yes (X) | |||
| EVAN BARTH | ||||||||
| EMPLOYEE | 40.00 | $174,291 | $0 | $37,638 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,962,057 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $464,713 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DEVCON CONSTRUCTION INC | |||||
| 690 GIBRALTAR DRVIE | MILPITAS | CA | 95035 | CONSTRUCTION SERVICES | $1,832,603 |
| ACADEMIC EXPEDITIONS INC | |||||
| PO BOX 1579 | NEW YORK | NY | 10159 | TRAVEL SERVICES | $755,815 |
| ACCOUNTING MICRO SYSTEMS INC | |||||
| 1700 MONTGOMERY ST | SAN FRANCISCO | CA | 94111 | CONSULTING SERVICES | $246,499 |
| WORLD PROJECTS CORPORATION | |||||
| 110 E D ST SUITE K | BENICIA | CA | 94510 | TRAVEL SERVICES | $220,517 |
| PAYCOM | |||||
| 7501 W MEMORIAL RD | OKLAHOMA CITY | OK | 73142 | PAYROLL FEES | $210,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,777,836 | AllOtherContributionsAmt |
| Noncash Contributions | $400,659 | NoncashContributionsAmt |
| Total Contributions | $7,777,836 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $102,241,653 | $102,241,653 |
| OTHER INCOME | 611710 | $650 | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $102,242,303 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,954,724 | TotalRevenueColumnAmt |
| Exclusion | $1,954,724 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $751,741 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $751,741 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $751,741 | TotalRevenueColumnAmt |
| Exclusion | $751,741 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $400,969 | SecuritiesAmt |
| Other | $73,689 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $406,740 | SecuritiesAmt |
| Other | $27,805 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,771 | SecuritiesAmt |
| Other | $45,884 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,113 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,884 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$5,771 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $63,376 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $40,858 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,518 | TotalRevenueColumnAmt |
| Exclusion | $22,518 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,789,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,288,187 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,723,212 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,894,394 | TotalAmt |
| Program Services | $8,894,394 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383,133 | TotalAmt |
| Program Services | $267,109 | ProgramServicesAmt |
| Management And General | $1,574,607 | ManagementAndGeneralAmt |
| Fundraising | $541,417 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,374,537 | TotalAmt |
| Program Services | $36,651,443 | ProgramServicesAmt |
| Management And General | $5,204,619 | ManagementAndGeneralAmt |
| Fundraising | $518,475 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,709,244 | TotalAmt |
| Program Services | $7,122,804 | ProgramServicesAmt |
| Management And General | $1,382,326 | ManagementAndGeneralAmt |
| Fundraising | $204,114 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,206,419 | TotalAmt |
| Program Services | $2,644,881 | ProgramServicesAmt |
| Management And General | $485,079 | ManagementAndGeneralAmt |
| Fundraising | $76,459 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,654 | TotalAmt |
| Management And General | $96,654 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,773 | TotalAmt |
| Management And General | $85,773 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,201 | TotalAmt |
| Management And General | $96,201 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,370 | TotalAmt |
| Program Services | $179,140 | ProgramServicesAmt |
| Management And General | $55,648 | ManagementAndGeneralAmt |
| Fundraising | $14,582 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,376,665 | TotalAmt |
| Program Services | $1,135,548 | ProgramServicesAmt |
| Management And General | $208,517 | ManagementAndGeneralAmt |
| Fundraising | $32,600 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,508,087 | TotalAmt |
| Program Services | $6,175,045 | ProgramServicesAmt |
| Management And General | $288,013 | ManagementAndGeneralAmt |
| Fundraising | $45,029 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,777 | TotalAmt |
| Program Services | $5,418 | ProgramServicesAmt |
| Management And General | $23,359 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,949 | TotalAmt |
| Program Services | $188,457 | ProgramServicesAmt |
| Management And General | $94,347 | ManagementAndGeneralAmt |
| Fundraising | $11,145 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,215 | TotalAmt |
| Management And General | $650,215 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,370,286 | TotalAmt |
| Program Services | $4,429,703 | ProgramServicesAmt |
| Management And General | $813,411 | ManagementAndGeneralAmt |
| Fundraising | $127,172 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,458 | TotalAmt |
| Program Services | $345,167 | ProgramServicesAmt |
| Management And General | $63,382 | ManagementAndGeneralAmt |
| Fundraising | $9,909 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER DEPARTMENT EXPENS | $3,706,502 | $3,381,089 | $206,033 | $119,380 |
| OUTSIDE SERVICES | $2,573,803 | $1,866,390 | $604,887 | $102,526 |
| STUDENT TRIPS | $2,446,332 | $2,440,819 | $5,341 | $172 |
| ACADEMICS/STUDENT RELAT | $701,517 | $701,517 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255,194 | TotalAmt |
| Program Services | $370,918 | ProgramServicesAmt |
| Management And General | $683,901 | ManagementAndGeneralAmt |
| Fundraising | $200,375 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,425,510 | TotalAmt |
| Program Services | $76,799,842 | ProgramServicesAmt |
| Management And General | $12,622,313 | ManagementAndGeneralAmt |
| Fundraising | $2,003,355 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,995,768 | BOYAmt |
| EOY | $794,963 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,855,833 | BOYAmt |
| EOY | $65,454,097 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,110,499 | BOYAmt |
| EOY | $2,014,528 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,879 | BOYAmt |
| EOY | $53,137 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,619 | BOYAmt |
| EOY | $207,720 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,535 | BOYAmt |
| EOY | $694,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $186,462,057 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,630,064 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,185,811 | BOYAmt |
| EOY | $132,831,993 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,904,046 | BOYAmt |
| EOY | $29,713,866 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,300 | BOYAmt |
| EOY | $125,300 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,128,290 | BOYAmt |
| EOY | $231,890,385 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,544,677 | BOYAmt |
| EOY | $10,922,915 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,445,936 | BOYAmt |
| EOY | $7,609,868 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,730,260 | BOYAmt |
| EOY | $23,408,657 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,581 | BOYAmt |
| EOY | $294,145 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,842,454 | BOYAmt |
| EOY | $42,235,585 | 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 | $165,532,098 | BOYAmt |
| EOY | $188,905,241 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $753,738 | BOYAmt |
| EOY | $749,559 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,285,836 | BOYAmt |
| EOY | $189,654,800 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,128,290 | BOYAmt |
| EOY | $231,890,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $21,363,725 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,005,239 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,662,450 | BeginningYearBalanceAmt |
| Contributions | $635,166 | ContributionsAmt |
| Investment Earnings Or Losses | $378,951 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $109,682 | AdministrativeExpensesAmt |
| End Year Balance | $3,786,249 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,729,102 | BeginningYearBalanceAmt |
| Contributions | $697,045 | ContributionsAmt |
| Investment Earnings Or Losses | $344,278 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $107,975 | AdministrativeExpensesAmt |
| End Year Balance | $2,662,450 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,696,224 | BeginningYearBalanceAmt |
| Contributions | $100,042 | ContributionsAmt |
| Investment Earnings Or Losses | $90,572 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $157,736 | AdministrativeExpensesAmt |
| End Year Balance | $1,729,102 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,585,118 | BeginningYearBalanceAmt |
| Contributions | $92,793 | ContributionsAmt |
| Investment Earnings Or Losses | $157,736 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $139,423 | AdministrativeExpensesAmt |
| End Year Balance | $1,696,224 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,161,454 | BeginningYearBalanceAmt |
| Contributions | $319,062 | ContributionsAmt |
| Investment Earnings Or Losses | $139,423 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $34,821 | AdministrativeExpensesAmt |
| End Year Balance | $1,585,118 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02610 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,248,009 | OtherCostOrOtherBasisAmt |
| Book Value | $23,248,009 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,368,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,011,761 | DepreciationAmt |
| Book Value | $103,356,653 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,545,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,458,337 | DepreciationAmt |
| Book Value | $2,087,521 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,299,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,159,966 | DepreciationAmt |
| Book Value | $4,139,810 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $132,831,993 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATIONS | Desc |
| Amt | $294,145 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $294,145 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $104,003,876 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,005,239 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,800,003 | OtherRevenueAmt |
| Revenue Not Reported | $205,236 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,798,640 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $96,201 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $8,894,394 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,990,595 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $112,789,235 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $80,634,912 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $80,634,912 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $96,201 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,694,397 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,790,598 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $91,425,510 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| PART X, LINE 2: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF MAY 31, 2020, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON TERMINATION OF FACULITY LEASE -1,800,000. ROUNDING -3. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS RECORDED IN THE AUDITED FINANCIAL STATEMENTS AS NET OF REVENUES 8,894,394. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS RECORDED IN THE FINANCIAL STATEMENTS AS NET OF REVENUES 8,894,394. LOSS ON TERMINATION OF FACULITY LEASE 1,800,000. ROUNDING 3. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | 0 | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE HARKER SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC OR OTHER SCHOOL ADMINISTERED PROGRAMS. |
| SCHEDULE E, PART I, LINE 7 | THE HARKER SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC OR OTHER SCHOOL ADMINISTERED PROGRAMS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PICNIC | Event1Nm |
| Gross Receipts Event1 | $63,376 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $63,376 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $17,923 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,708 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,255 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,972 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $63,376 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $63,376 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,923 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,708 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,255 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,972 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $40,858 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $22,518 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID AND STAFF TUITION REDUCTION. | GrantTypeTxt |
| Recipient | 272 | RecipientCnt |
| Cash Grant | $8,894,394 | CashGrantAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN YAGER | ||||||||||||||
| HEAD OF SCHOOL | $373,274 | $0 | $50,000 | $0 | $75,000 | $0 | $22,400 | $0 | $37,422 | $0 | $558,096 | $0 | $0 | $0 |
| MARTIN BRADFORD | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $267,904 | $0 | $20,000 | $0 | $1,146 | $0 | $21,205 | $0 | $27,067 | $0 | $337,322 | $0 | $0 | $0 |
| GREG LAWSON | ||||||||||||||
| ASST. TO HEAD NON ACADEMIC | $226,961 | $0 | $0 | $0 | $1,523 | $0 | $18,096 | $0 | $26,385 | $0 | $272,965 | $0 | $0 | $0 |
| JOSEPH ROSENTHAL | ||||||||||||||
| DIRECTOR OF ELI AND SUMMER | $168,251 | $0 | $0 | $0 | $1,682 | $0 | $13,439 | $0 | $9,932 | $0 | $193,304 | $0 | $0 | $0 |
| JENNIFER GARGANO | ||||||||||||||
| ASST. HEAD OF SCHOOL | $326,025 | $0 | $0 | $0 | $3,705 | $0 | $22,400 | $0 | $9,746 | $0 | $361,876 | $0 | $0 | $0 |
| SAMUEL KELLER | ||||||||||||||
| HEAD OF UPPER SCHOOL | $230,813 | $0 | $0 | $0 | $994 | $0 | $18,273 | $0 | $15,498 | $0 | $265,578 | $0 | $0 | $0 |
| KIMBERLY LOBE | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $220,420 | $0 | $0 | $0 | $994 | $0 | $4,912 | $0 | $26,399 | $0 | $252,725 | $0 | $0 | $0 |
| SARAH J LEONARD | ||||||||||||||
| EMPLOYEE | $211,317 | $0 | $5,000 | $0 | $994 | $0 | $16,813 | $0 | $11,060 | $0 | $245,184 | $0 | $0 | $0 |
| ANITA CHETTY | ||||||||||||||
| EMPLOYEE | $184,825 | $0 | $0 | $0 | $452 | $0 | $14,719 | $0 | $18,220 | $0 | $218,216 | $0 | $0 | $0 |
| KRISTIN GIAMMONA | ||||||||||||||
| EMPLOYEE | $179,989 | $0 | $0 | $0 | $980 | $0 | $14,332 | $0 | $34,289 | $0 | $229,590 | $0 | $0 | $0 |
| LAURA LANG-REE | ||||||||||||||
| EMPLOYEE | $178,747 | $0 | $0 | $0 | $452 | $0 | $14,033 | $0 | $13,898 | $0 | $207,130 | $0 | $0 | $0 |
| EVAN BARTH | ||||||||||||||
| EMPLOYEE | $173,311 | $0 | $0 | $0 | $980 | $0 | $13,858 | $0 | $23,780 | $0 | $211,929 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | ||||||||
| A | 943130123 | 00037EDY9 | 1998-01-01 | $18,230,000 | TO FINANCE THE FACILITY ACQUISITION, CONSTRUCTION, RENOVATION & EQUIPMENT | 0 | 0 | 0 |
| ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | ||||||||
| B | 943130123 | 00037CLP3 | 2007-08-01 | $20,000,000 | TO DEVELOP THE SCIENCE AND TECHNOLOGY CENTER | 0 | 0 | 0 |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY REVENUE BOND | ||||||||
| C | 201563466 | 13048TPXO | 2015-12-31 | $20,000,000 | TO DEVELOP THE GYM AND THEATRE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|
| A | $18,230,000 | $270,596 | 1998 | 0 | 0 | 0 | Yes (1) | |
| B | $20,000,000 | $29,717,128 | 2008 | 0 | 0 | 0 | Yes (1) | $450,142 |
| C | $20,000,000 | $27,457,130 | 2006 | 0 | 0 | 0 | Yes (1) | $364,795 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 61 | ContributionCnt |
| Noncash Contributions Rpt F990 | $211,168 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HI/LOW GIFT DATE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COMPUTER HARDWARE | 78 | $177,874 | FMV |
| Yes (X) | HOSTING OF EVENTS | 2 | $11,542 | FMV |
| Yes (X) | EQUIPMENT, FOOD AND SUPPLIES | 1 | $75 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT OF THE FORM 990 IS SUBMITTED TO THE CHAIR OF THE AUDIT COMMITTEE (A SUBCOMMITTEE OF THE BOARD OF TRUSTEES). THE AUDIT COMMITTEE IS AUTHORIZED TO APPROVE THE FORM 990 FOR PUBLICATION. THIS PROCEDURE HAS BEEN APPROVED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS BROADCASTED TO ALL FACULTY AND STAFF VIA THE EMPLOYEE HANDBOOK WHICH EACH EMPLOYEE IS RESPONSIBLE FOR REVIEWING. THE POLICY IS ALSO AVAILABLE ONLINE AT THE HARKER'S INTRANET WEBSITE. THE REPORTING PROCEDURAL INFORMATION IS EMBEDDED IN THE TEXT OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSTAION PACKAGE IS REVIEWED BY THE COMPENSTATION COMMITTEE AND THEN REVIEWED BY AN INDEPENDENT COMPESNATION CONSULTING FIRM FOR REASONABLENESS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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