2021-11-15T08:19:52-06:00 2021-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2020-07-01 270407231 ANNA JULIA COOPER SCHOOL ANNA 8048226610 2124 NORTH 29TH STREET RICHMOND VA 23223 MIKE MARUCA HEAD OF SCHOOL 8048226610 2021-11-15 1 MIKE MARUCA 999009999 VIRGINIA R BELCHER P00421964 8047470000 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X MIKE MARUCA 2124 NORTH 29TH STREET RICHMOND VA 23223 7144886 0 X ANNAJULIACOOPEREPISCOPALSCHOOL.ORG X 2009 VA ANNA JULIA COOPER SCHOOL IS AN INDEPENDENT, FAITH-BASED SCHOOL FOR STUDENTS OF LIMITED RESOURCES PRIMARILY FROM RICHMOND'S EAST END NEIGHBORHOODS. ALL STUDENTS RECEIVE A FULL TUITION SCHOLARSHIP. 19 19 32 75 0 0 4119679 7067607 37724 6798 20123 61378 0 9103 4177526 7144886 353925 180814 0 0 1581457 1671059 0 0 272666 492146 450723 2427528 2302596 1749998 4842290 12375544 18854064 307928 2429452 12067616 16424612 X ANNA JULIA COOPER SCHOOL IS AN INDEPENDENT, FAITH-BASED SCHOOL FOR STUDENTS OF LIMITED RESOURCES PRIMARILY FROM RICHMOND'S EAST END NEIGHBORHOODS. ALL STUDENTS RECEIVE A FULL TUITION SCHOLARSHIP. 0 0 1313167 15901 THE SCHOOL SERVES BOYS AND GIRLS IN 4TH - 8TH GRADES. CORE CLASSES CONSIST OF MATH, SCIENCE,HISTORY AND ENGLISH WITH ART, MUSIC, CHAPEL, SWIMMING AND OTHER SPECIAL ACTIVITIES THROUGHOUT THE WEEK. THE REQUIRED SUMMER PROGRAM OFFERS MATH AND ENGLISH CLASSES AS WELL AS ATHLETICS, FINE ARTS AND OTHER ENRICHMENT ACTIVITIES. 285184 96113 GRADUATE PLACEMENT - THE SCHOOL ASSISTED WITH TUITION FOR ABOUT 23 STUDENTS AND PROVIDED SUPPORT SERVICES FOR AN ADDITIONAL 199 STUDENTS. SUPPORT SERVICES INCLUDED COLLEGE ASSISTANCE, HIGH SCHOOL SUPPORT, MATERIALS & SUPPLIES, SUMMER JOBS, TESTING AND TRANSPORTATION. 87400 84700 THE ANNA JULIA COOPER SCHOOL SCHOLARSHIP FOUNDATION WAS ESTABLISHED IN 2013 TO PROVIDE SCHOLARSHIPS FOR STUDENTS OF LIMITED RESOURCES, PRIMARILY FROM RICHMOND'S EAST END, TO ATTEND ANNA JULIA COOPER SCHOOL AND OTHER INDEPENDENT SCHOOLS IN RICHMOND, VA. INDIVIDUALS AND BUSINESSES WHO CONTRIBUTE TO THE SCHOLARSHIP FUND AND PAY TAXES IN THE COMMONWEALTH OF VIRGINIA ARE ELIGIBLE TO RECEIVE A 65% STATE TAX CREDIT AS PART OF THE EDUCATION IMPROVEMENT SCHOLARSHIP TAX CREDIT PROGRAM. 23062 FAMILY ASSISTANCE - DURING THE YEAR THE SCHOOL PROVIDED EMERGENCY ASSISSTANCE TO 176 SCHOOL AND GRAD FAMILIES IN NEED. ASSISTANCE PROVIDED TO FAMILIES INCLUDED FOOD, RENT, UTILITIES AND GASOLINE. 23062 1708813 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 24 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 8048226610 2124 NORTH 29TH STREET RICHMOND VA 23223 JILL HUNTER CHAIR 0.00 X X 0 0 0 CHRISTOPHER SNOW TREASURER 0.00 X X 0 0 0 BETSY FAUNTLEROY SECRETARY 0.00 X X 0 0 0 GUSSIE BANNARD DIRECTOR 0.00 X 0 0 0 RAE COUSINS DIRECTOR 0.00 X 0 0 0 ED COWELL DIRECTOR 0.00 X 0 0 0 SHELTON HORSLEY DIRECTOR 0.00 X 0 0 0 TOM HORTON DIRECTOR 0.00 X 0 0 0 CHARLES KLEINDIENST DIRECTOR 0.00 X 0 0 0 DEB LAWRENCE DIRECTOR 0.00 X 0 0 0 MAGGIE MCGEORGE DIRECTOR 0.00 X 0 0 0 TANISHA MOYER DIRECTOR 0.00 X 0 0 0 JOHN PULLEN DIRECTOR 0.00 X 0 0 0 WILLIAM SHUMATE DIRECTOR 0.00 X 0 0 0 MEG WALKER DIRECTOR 0.00 X 0 0 0 MIKE WALKER DIRECTOR 0.00 X 0 0 0 ELIZABETH WALLACE DIRECTOR 0.00 X 0 0 0 BRENT WINN DIRECTOR 0.00 X 0 0 0 MICHAEL MARUCA HEAD OF SCHOOL 40.00 X 101274 0 15147 101274 0 15147 1 0 0 0 0 699 54624 7012284 699525 7067607 ENROLLMENT FEES 611710 6273 6273 RELATED PROG SVC CONTR 611710 525 525 6798 51829 51829 9549 0 9549 9549 9549 0 699 0 0 MISCELLANEOUS 611710 9103 9103 9103 7144886 15901 0 61378 84700 84700 96114 96114 1307904 982094 147453 178357 75040 56347 8459 10234 184223 138331 20768 25124 103892 78011 11712 14169 17473 17473 5264 5264 13106 17 12790 299 89531 79683 7162 2686 11216 11216 38102 38102 61213 54019 5232 1962 22250 22250 SCHOOL SUPPLIES & COMPU 72653 69277 3376 USDA EXPENSES 49617 49617 COMMUNICATION EXPENSES 38458 38458 MISCELLANEOUS 18414 3041 14566 807 13426 6346 6510 570 2302596 1708813 321117 272666 X 2224988 2823986 1301745 1260976 6557464 6983453 6402600 28888 4000 1737889 370883 2251459 1367006 11000 12043 12375544 18854064 307928 129452 2300000 307928 2429452 X 3377209 3614388 8690407 12810224 12067616 16424612 12375544 18854064 X 4842290 -485294 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 372651 372651 1.00000 0 0 287949 287949 950591 102191 848400 99873 83905 15968 399476 184787 214689 1367006 X PART X, LINE 2: THE SCHOOL FOLLOWS FASB GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SCHOOL'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITION AND CONCLUDED THAT THE SCHOOL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE SCHOOL IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES THE POLICY IN ALL ADMISSIONS FLIERS, DOCUMENTS AND ADVERTISEMENTS. 1 CARDINAL NEWMAN ACADEMY 8706 QUAKER LANE RICHMOND VA 23235 471875674 22000 USED FOR LOW-INCOME CHILDREN TO ATTEND NONPUBLIC SCHOOL IN VIRGINIA. TRINITY EPISCOPAL SCHOOL 3850 PITTAWAY DR RICHMOND VA 23235 540891886 35000 USED FOR LOW-INCOME CHILDREN TO ATTEND NONPUBLIC SCHOOL IN VIRGINIA. THE STEWARD SCHOOL 11600 GAYTON RD RICHMOND VA 23238 540914765 22700 USED FOR LOW-INCOME CHILDREN TO ATTEND NONPUBLIC SCHOOL IN VIRGINIA. CHRISTCHURCH SCHOOL 49 SEAHORSE LANE CHRISTCHURCH VA 23031 510236362 5000 USED FOR LOW-INCOME CHILDREN TO ATTEND NONPUBLIC SCHOOL IN VIRGINIA. 4 GRADUATE SUPPORT - COLLEGE ASSISTANCE, GPS, MATERIAL & SUPPLIES, TESTING, TRANSPORTATION, TUITION & FEES 142 96113 PART I, LINE 2: THE ANNA JULIA COOPER SCHOLARSHIP FOUNDATION, AN OPERATING FUNCTION OF ANNA JULIA COOPER SCHOOL, IS A QUALIFIED SCHOLARSHIP FOUNDATION UNDER THE EDUCATION IMPROVEMENT SCHOLARSHIPS TAX CREDITS PROGRAM (EISTC). EISTC IS ADMINISTERED BY THE VIRGINIA DEPARTMENT OF EDUCATON. DONORS TO THE PROGRAM RECEIVE A VIRGINIA STATE TAX CREDIT. CONTRIBUTIONS ARE USED FOR SCHOLARSHIPS FOR LOW-INCOME CHILDREN TO ATTEND NON-PUBLIC SCHOOL IN VIRGINIA. THE ANNA JULIA COOPER SCHOLARSHIP FOUNDATION AWARDS AND ADMINISTERS SUCH SCHOLARSHIPS ACCORDING TO THE GUIDELINES ESTABLISHED BY THE VIRGINIA DEPARTMENT OF EDUCATION IN CONJUNCTION WITH SECTIONS 58.1-439.25-28 OF THE CODE OF VIRGINIA. X 20 699525 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 ANNA JULIA COOPER EPISCOPAL SCHOOL AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS TO REFLECT A NAME CHANGE TO "ANNA JULIA COOPER SCHOOL AND TO UPDATE LANGUAGE DESCRIBING THE ORGANIZATION'S PURPOSE AS FOLLOWS: "THE SCHOOL IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITIABLE AND EDUCATIONAL PURPOSES INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. A SPECIFIC PURPOSE OF THE SCHOOL IS TO ESTABLISH AN INDEPENDENT, FULL-TUITION SCHOLARSHIP SCHOOL PRIMARILY FOR CHILDREN OF LOW INCOME FAMILIES PRIMARILY LIVING IN THE EAST END OF THE CITY OF RICHMOND. AN ADDITIONAL PURPOSE OF THE SCHOOL IS TO PROVIDE FINANCIAL AID FOR THE EDUCATION OF STUDENTS OF LOW INCOME FAMILIES RESIDING IN THE COMMONWEALTH OF VIRGINIA." FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND EMAILED TO THE BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNA JULIA COOPER SCHOOL HAS A CONFLICT OF INTEREST POLICY. EACH YEAR EVERY BOARD MEMBER REVIEWS THE POLICY AND SIGNS A STATEMENT AFFIRMING THEY UNDERSTAND AND AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE OF THE BOARD DECIDES THE COMPENSATION FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL THEN DETERMINES THE COMPENSATION FOR ALL EMPLOYEES AND PRESENTS THE BUDGET TO THE FINANCE COMMITTEE FOR APPROVAL. THE ENTIRE BUDGET IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART X, LINES 27 & 28, COLUMN (A) DURING 2021, THE SCHOOL DETERMINED THAT THERE WAS AN ENTRY NEEDED TO ACCURATELY REFLECT THE BALANCES OF NET ASSETS AS OF JUNE 30, 2020 IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES. ACCORDINGLY, PREVIOUSLY REPORTED NET ASSETS WITH DONOR RESTRICTIONS WAS INCREASED BY $725,665 AND PREVIOUSLY REPORTED NET ASSETS WITHOUT DONOR RESTRICTIONS WAS DECREASED BY THE SAME AMOUNT. FORM 990, PART XI, LINE 9: INVESTMENT IN HOLDING COMPANY -485,294. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS AUDIT OVERSIGHT PROCESS DURING THE YEAR. ANNA JULIA COOPER RE HOLDING COMPANY INC 2124 N 29TH STREET RICHMOND VA 23223 851884451 REAL ESTATE HOLDING COMPANY VA 501(C)(2) ANNA JULIA COOPER SCHOOL 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNA JULIA COOPER RE HOLDING COMPANY INC B 527386 FMV