TAIPEI AMERICAN SCHOOL FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TAIPEI AMERICAN SCHOOL FOUNDATION (EIN 51-0255746)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-12-01
- IRS object ID
- 202123359349301132
- Schema version
- 2020v4.1
- 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 | 2021-12-01T16:03:52-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH HOPE STREET SUITE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 510255746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIPEI AMERICAN SCHOOL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAIP | BusinessNameControlTxt |
| Phone | 3102013584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVE OF THE STARS 7FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRACE SHANG CHENG | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 3102013584 | PhoneNum |
| Signature | 2021-12-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GRACE | PersonFirstNm |
| Person Last | SHANG CHENG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN LIST | PreparerPersonNm |
| PTIN | P01679255 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2021-11-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIPEI AMERICAN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GRACE SHANG CHENG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVE OF THE STARS 7FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,398,703 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TAS.EDU.TW | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TAIPEI AMERICAN SCHOOL'S ("TAS") MISSION IS TO CULTIVATE AN ENDURING COMMITMENT TO LEARNING, PERSONAL WELL-BEING, AND SERVICE. TAS SERVES STUDENTS FROM PRE-KINDERGARTEN THROUGH GRADE 12 AND PROVIDES A BROAD AMERICAN-BASED EDUCATION WITH A GLOBAL PERSPECTIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 632 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,865,716 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,042,851 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $75,411,587 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,872,364 | CYProgramServiceRevenueAmt |
| PY Investment Income | $585,034 | PYInvestmentIncomeAmt |
| CY Investment Income | $457,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,437,219 | PYOtherRevenueAmt |
| CY Other Revenue | $3,822,617 | CYOtherRevenueAmt |
| PY Total Revenue | $82,299,556 | PYTotalRevenueAmt |
| CY Total Revenue | $92,195,624 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $112,476 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $185,778 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $57,601,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,966,601 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $941,683 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,983,122 | PYOtherExpensesAmt |
| CY Other Expenses | $21,047,517 | CYOtherExpensesAmt |
| PY Total Expenses | $76,697,101 | PYTotalExpensesAmt |
| CY Total Expenses | $87,199,896 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,602,455 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,995,728 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $188,977,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,209,383 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,971,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,884,175 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $131,006,389 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $144,325,208 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TAIPEI AMERICAN SCHOOL'S ("TAS") MISSION IS TO CULTIVATE AN ENDURING COMMITMENT TO LEARNING, PERSONAL WELL-BEING, AND SERVICE. TAS SERVES STUDENTS FROM PRE-KINDERGARTEN THROUGH GRADE 12 AND PROVIDES A BROAD AMERICAN-BASED EDUCATION WITH A GLOBAL PERSPECTIVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $76,442,364 | ExpenseAmt |
| Grant | $185,778 | GrantAmt |
| Revenue | $85,872,364 | RevenueAmt |
| Desc | TAIPEI AMERICAN SCHOOL PROVIDES A FULL EDUCATION PROGRAM (KA- GRADE 12) TO 2,424 STUDENTS FROM 34 COUNTRIES. TAS IS KNOWN FOR ITS RIGOROUS ACADEMIC PROGRAM, DYNAMIC INTEGRATION OF TECHNOLOGY ACROSS THE CURRICULUM, EXTENSIVE CO-CURRICULAR ACTIVITIES, RICH HISTORY OF COMMUNITY SERVICE IN TAIWAN AND ASIA, AND SIGNATURE FINE ARTS PROGRAMS WHERE OVER EIGHTY PERCENT OF THE STUDENTS ARE INVOLVED IN CREATING ART, MUSIC, DANCE, OR THEATRE. | Desc |
| Total Program Service Expenses | $76,442,364 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 632 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | TW | ForeignCountryCd |
| 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 | Yes (1) | 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 | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHY C HSU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8862775099 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 ZHONGSHAN N RD SECTION 6 | AddressLine1Txt |
| City | TAIPEI | CityNm |
| Country | TW | CountryCd |
| Foreign Postal | 11152 | ForeignPostalCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| SHARON HENNESSY | |||||||||
| HEAD OF SCHOOL - UNTIL 9/2020 | 40.00 | 0.00 | Yes (X) | $1,414,720 | $0 | $113,293 | |||
| KATHRYN LOUISE LIMMER | |||||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | 0.00 | $361,057 | $0 | $92,078 | Yes (X) | |||
| ANDREW LOWMAN | |||||||||
| US PRINCIPAL | 40.00 | 0.00 | $234,329 | $0 | $120,746 | Yes (X) | |||
| LARRY KRAUT | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $318,556 | $0 | $35,859 | Yes (X) | |||
| GRACE SHANG CHENG | |||||||||
| INTERIM HEAD OF SCHOOL- FROM 9/2020 | 40.00 | 0.00 | Yes (X) | $285,486 | $0 | $41,307 | |||
| NATHANIEL SMITH | |||||||||
| DEAN OF FACULTY | 40.00 | 0.00 | $221,977 | $0 | $92,674 | Yes (X) | |||
| JOSH BUDDE | |||||||||
| MS PRINCIPAL | 40.00 | 0.00 | $222,628 | $0 | $71,931 | Yes (X) | |||
| TARA SIMEONIDIS | |||||||||
| LS PRINCIPAL | 40.00 | 0.00 | $259,536 | $0 | $31,959 | Yes (X) | |||
| CATHY HSU | |||||||||
| CONTROLLER | 40.00 | 0.00 | $248,653 | $0 | $33,545 | Yes (X) | |||
| SAMUEL QUEK | |||||||||
| IT ASSOCIATE DIRECTOR | 40.00 | 0.00 | $219,934 | $0 | $57,169 | Yes (X) | |||
| DAN HUDKINS | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 0.00 | $235,086 | $0 | $30,019 | Yes (X) | |||
| ADAM NELSON | |||||||||
| INTERIM DEPUTY HEAD OF SCHOOL | 40.00 | 0.00 | $231,899 | $0 | $31,689 | Yes (X) | |||
| MATT FAGEN | |||||||||
| DIR. OF TECHCUBE | 40.00 | 0.00 | $170,747 | $0 | $83,476 | Yes (X) | |||
| JUDE CLAPPER | |||||||||
| US DIR. SCIENTIFIC RESEARCH | 40.00 | 0.00 | $170,742 | $0 | $78,222 | Yes (X) | |||
| BECKY KLAR | |||||||||
| LS ASSOCIATE PRINCIPAL | 40.00 | 0.00 | $157,095 | $0 | $85,810 | Yes (X) | |||
| ALLAN BAYNTUN | |||||||||
| TEACHER | 40.00 | 0.00 | $162,123 | $0 | $78,552 | Yes (X) | |||
| DANIEL LONG | |||||||||
| US DEAN OF STUDENTS | 40.00 | 0.00 | $181,245 | $0 | $53,718 | Yes (X) | |||
| BRANDON MAGUIRE | |||||||||
| TEACHER | 40.00 | 0.00 | $169,561 | $0 | $55,689 | Yes (X) | |||
| GARY PETTIGREW | |||||||||
| MS ASSOCIATE PRINCIPAL | 40.00 | 0.00 | $182,925 | $0 | $41,145 | Yes (X) | |||
| CAROL CHEN | |||||||||
| HUMAN RESOURCES DIRECTOR | 40.00 | 0.00 | $179,285 | $0 | $22,722 | Yes (X) | |||
| KIM KAWAMOTO | |||||||||
| ATHLETIC DIRECTOR | 40.00 | 0.00 | $174,785 | $0 | $17,463 | Yes (X) | |||
| RICK RABON | |||||||||
| LS ASSOCIATE PRINCIPAL | 40.00 | 0.00 | $155,372 | $0 | $19,953 | Yes (X) | |||
| JOHN VANDENBOOM | |||||||||
| US ASSOCIATE PRINCIPAL | 40.00 | 0.00 | $150,340 | $0 | $22,947 | Yes (X) | |||
| JULIANA FINUCANE | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| TIM MORTON | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GAYLE TSIEN | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHARLOTTE ACKERT | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| VERA WU | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CARL WEGNER | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAY CHENG | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EDMOND NG | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| TK CHIANG | |||||||||
| BOARD OF DIRECTORS | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH HEI | |||||||||
| SECRETARY, BOD | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ELIZABETH WANG | |||||||||
| M&R CHAIR, BOD | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ALEX HSU | |||||||||
| VICE CHAIR, BOD | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TINA KOO | |||||||||
| CHAIRMAN, BOD | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,108,081 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,311,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 201 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLANE MIDDLETON | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ELM STREET PO BOX 326 | AddressLine1Txt |
| City | MANCHES | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICES | ServicesDesc |
| Compensation | $101,619 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,922 | GovernmentGrantsAmt |
| All Other Contributions | $2,029,929 | AllOtherContributionsAmt |
| Total Contributions | $2,042,851 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSTRUCTIONAL PROGRAMS | 900099 | $85,753,446 | $85,753,446 |
| USE OF SCHOOL FACILITY | 900099 | $118,918 | $118,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,872,364 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $496,232 | TotalRevenueColumnAmt |
| Exclusion | $496,232 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $29,777 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $68,217 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$38,440 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,440 | TotalRevenueColumnAmt |
| Exclusion | -$38,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $215,338 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $134,862 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,476 | TotalRevenueColumnAmt |
| Exclusion | $80,476 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA SERVICE | 900099 | $1,887,250 | $1,887,250 |
| STUDENT BUS | 480000 | $1,771,591 | $1,771,591 |
| SWIMMING POOL | 900099 | $17,918 | $17,918 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,382 | TotalRevenueColumnAmt |
| Exclusion | $65,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,742,141 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,195,624 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,872,364 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,280,409 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,778 | TotalAmt |
| Program Services | $185,778 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,142,757 | TotalAmt |
| Program Services | $2,035,161 | ProgramServicesAmt |
| Management And General | $3,673,007 | ManagementAndGeneralAmt |
| Fundraising | $434,589 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,324,757 | TotalAmt |
| Program Services | $36,398,250 | ProgramServicesAmt |
| Management And General | $1,646,279 | ManagementAndGeneralAmt |
| Fundraising | $280,228 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,565,535 | TotalAmt |
| Program Services | $3,357,118 | ProgramServicesAmt |
| Management And General | $182,693 | ManagementAndGeneralAmt |
| Fundraising | $25,724 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,757,186 | TotalAmt |
| Program Services | $15,200,064 | ProgramServicesAmt |
| Management And General | $512,711 | ManagementAndGeneralAmt |
| Fundraising | $44,411 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,366 | TotalAmt |
| Program Services | $2,023,872 | ProgramServicesAmt |
| Management And General | $146,452 | ManagementAndGeneralAmt |
| Fundraising | $6,042 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,205 | TotalAmt |
| Management And General | $602,205 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,515 | TotalAmt |
| Management And General | $81,515 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,086 | TotalAmt |
| Management And General | $689,086 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,478 | TotalAmt |
| Management And General | $21,415 | ManagementAndGeneralAmt |
| Fundraising | $54,063 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,820 | TotalAmt |
| Program Services | $536,702 | ProgramServicesAmt |
| Management And General | $455,915 | ManagementAndGeneralAmt |
| Fundraising | $19,203 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,743 | TotalAmt |
| Program Services | $1,182,743 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,977,517 | TotalAmt |
| Program Services | $3,777,576 | ProgramServicesAmt |
| Management And General | $170,858 | ManagementAndGeneralAmt |
| Fundraising | $29,083 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,972 | TotalAmt |
| Program Services | $234,356 | ProgramServicesAmt |
| Management And General | $4,616 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,670 | TotalAmt |
| Program Services | $124,250 | ProgramServicesAmt |
| Management And General | $51,420 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,176 | TotalAmt |
| Management And General | $94,176 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,611,158 | TotalAmt |
| Program Services | $6,278,829 | ProgramServicesAmt |
| Management And General | $283,989 | ManagementAndGeneralAmt |
| Fundraising | $48,340 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,937 | TotalAmt |
| Program Services | $185,937 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CO-CURRICULAR ACT. | $1,300,661 | $1,300,661 |
| TEXTBOOKS/TEACHING MAT. | $1,264,485 | $1,264,485 |
| CAFETERIA SERVICE COST | $1,048,527 | $1,048,527 |
| STUDENT BUS RENTAL | $1,021,873 | $1,021,873 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,485,694 | TotalAmt |
| Program Services | $286,182 | ProgramServicesAmt |
| Management And General | $1,199,512 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,199,896 | TotalAmt |
| Program Services | $76,442,364 | ProgramServicesAmt |
| Management And General | $9,815,849 | ManagementAndGeneralAmt |
| Fundraising | $941,683 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,275 | BOYAmt |
| EOY | $3,222 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,865,658 | BOYAmt |
| EOY | $131,023,234 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,068,337 | BOYAmt |
| EOY | $4,718,580 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,247 | BOYAmt |
| EOY | $125,051 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,921 | BOYAmt |
| EOY | $166,032 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,594,917 | BOYAmt |
| EOY | $1,747,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,453,472 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,217,543 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,431,261 | BOYAmt |
| EOY | $66,235,929 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,230 | BOYAmt |
| EOY | $811,199 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,600 | BOYAmt |
| EOY | $1,378,379 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,977,446 | BOYAmt |
| EOY | $206,209,383 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,637,270 | BOYAmt |
| EOY | $8,304,127 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,143,813 | BOYAmt |
| EOY | $42,975,625 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,634,759 | BOYAmt |
| EOY | $7,555,837 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,555,215 | BOYAmt |
| EOY | $3,048,586 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,971,057 | BOYAmt |
| EOY | $61,884,175 | 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 | $121,017,909 | BOYAmt |
| EOY | $132,252,920 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,988,480 | BOYAmt |
| EOY | $12,072,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,006,389 | BOYAmt |
| EOY | $144,325,208 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,977,446 | BOYAmt |
| EOY | $206,209,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,995,728 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $8,323,091 | OtherChangesInNetAssetsAmt |
| 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 | $48,998,556 | BeginningYearBalanceAmt |
| Contributions | $1,494,422 | ContributionsAmt |
| Investment Earnings Or Losses | $227,758 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$358,938 | OtherExpendituresAmt |
| Administrative Expenses | -$2,947,117 | AdministrativeExpensesAmt |
| End Year Balance | $54,026,791 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,091,823 | BeginningYearBalanceAmt |
| Contributions | $11,564,382 | ContributionsAmt |
| Investment Earnings Or Losses | $311,257 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$337,496 | OtherExpendituresAmt |
| Administrative Expenses | -$1,693,598 | AdministrativeExpensesAmt |
| End Year Balance | $48,998,556 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,028,982 | BeginningYearBalanceAmt |
| Contributions | $1,117,603 | ContributionsAmt |
| Investment Earnings Or Losses | $280,633 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$321,957 | OtherExpendituresAmt |
| Administrative Expenses | $657,352 | AdministrativeExpensesAmt |
| End Year Balance | $35,091,823 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,124,350 | BeginningYearBalanceAmt |
| Contributions | $2,371,899 | ContributionsAmt |
| Investment Earnings Or Losses | $245,306 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$328,299 | OtherExpendituresAmt |
| Administrative Expenses | $40,872 | AdministrativeExpensesAmt |
| End Year Balance | $34,028,982 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,672,737 | BeginningYearBalanceAmt |
| Contributions | $117,035 | ContributionsAmt |
| Investment Earnings Or Losses | $252,682 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$328,731 | OtherExpendituresAmt |
| Administrative Expenses | -$1,753,165 | AdministrativeExpensesAmt |
| End Year Balance | $31,124,350 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97220 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.02780 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,916,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,959,689 | DepreciationAmt |
| Book Value | $37,956,460 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,492,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,173,547 | DepreciationAmt |
| Book Value | $22,318,814 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,044,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,084,307 | DepreciationAmt |
| Book Value | $5,960,655 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $66,235,929 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT CLUBS PAYABLES | $1,448,830 |
| ASSET RETIREMENT OBLIGATIONS | $1,599,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,048,586 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $92,398,728 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $203,104 | OtherRevenueAmt |
| Revenue Not Reported | $203,104 | RevenueNotReportedAmt |
| Revenue Subtotal | $92,195,624 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,195,624 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $87,403,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $203,104 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $203,104 | ExpensesNotReportedAmt |
| Expenses Subtotal | $87,199,896 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $87,199,896 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS INCLUDE QUASI-ENDOWMENT FUND AND EMERGENCY RESERVE FUND. QUASI-ENDOWMENT FUND IS A RESERVE THAT PROTECTS THE SCHOOL AGAINST UNEXPECTED EVENTS, AND PROVIDES FUNDING FOR THE CURRENT OPERATION, IF NEEDED. EMERGENCY RESERVE FUND IS A RESERVE SET ASIDE FOR EMERGENCY SUPPORT OF OPERATIONS SHOULD THE SCHOOL BE TEMPORARILY OR PERMANENTLY CLOSED BY ORDER OF R.O.C. GOVERNMENT OR THE BOARD OF DIRECTORS AS A RESULT OF A FORCE MAJEURE SITUATION, NATURAL DISASTERS THAT HAVE A MAJOR IMPACT ON THE SCHOOL OR ANY OTHER EMERGENCIES ISSUES RESULTING IN ECONOMIC DISTRESS. |
| PART X, LINE 2: | THE SCHOOL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS IN THE U.S.A, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF ASSETS SOLD 68,217. STUDENT STORE COST OF GOODS SOLD 134,887. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF ASSETS SOLD 68,217. STUDENT STORE COST OF GOODS SOLD 134,887. |
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 | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 6 | FormAndLineReferenceDesc |
| Explanation | AMERICAN INSTITUTE IN TAIWAN HAS PROVIDED SPECIAL GRANTS IN THE AMOUNT OF $12,922 IN 2020 TO SUPPORT ADMINISTRATORS AND FACULTY PROFESSIONAL DEVELOPMENT. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 1 | 632 | PROGRAM SERVICES | K-12 EDUCATION | $87,014,118 |
| EAST ASIA AND THE PACIFIC | GRANT MAKING | $185,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 632 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 632 | TotalEmployeeCnt |
| Subtotal Spent | $87,199,896 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $87,199,896 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $185,778 | CashGrantAmt |
| Manner Of Cash Disbursement | BANK TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE SCHOOL HAS WRITTEN PROCEDURES FOR AWARDING SCHOLARSHIP GRANTS. THIS PROCEDURE CLEARLY OUTLINES THE SCHOLARSHIP COMMITTEE MEMBERS' AUTHORITY AND SELECTION PROCESS OF COMMITTEE MEMBERS. |
| PART I, LINE 3: | THE SCHOOL HAS USED ACCRUAL METHOD OF ACCOUNTING FOR EXPENDITURES. |
| PART III ACCOUNTING METHOD: | |
| PART III: | THE SCHOOL HAS USED ACCRUAL METHOD OF ACCOUNTING FOR FOREIGN GRANTS TO INDIVIDUALS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHARON HENNESSY | ||||||||||||||
| HEAD OF SCHOOL - UNTIL 9/2020 | $366,475 | $0 | $120,000 | $0 | $928,245 | $0 | $30,483 | $0 | $82,810 | $0 | $1,528,013 | $0 | $240,000 | $0 |
| KATHRYN LOUISE LIMMER | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $298,954 | $0 | $2,500 | $0 | $59,603 | $0 | $48,469 | $0 | $43,609 | $0 | $453,135 | $0 | $0 | $0 |
| ANDREW LOWMAN | ||||||||||||||
| US PRINCIPAL | $188,090 | $0 | $2,500 | $0 | $43,739 | $0 | $18,809 | $0 | $101,937 | $0 | $355,075 | $0 | $0 | $0 |
| LARRY KRAUT | ||||||||||||||
| CHIEF OPERATING OFFICER | $207,066 | $0 | $17,500 | $0 | $93,990 | $0 | $20,932 | $0 | $14,927 | $0 | $354,415 | $0 | $0 | $0 |
| GRACE SHANG CHENG | ||||||||||||||
| INTERIM HEAD OF SCHOOL- FROM 9/2020 | $244,870 | $0 | $5,000 | $0 | $35,616 | $0 | $24,627 | $0 | $16,680 | $0 | $326,793 | $0 | $0 | $0 |
| NATHANIEL SMITH | ||||||||||||||
| DEAN OF FACULTY | $173,863 | $0 | $0 | $0 | $48,114 | $0 | $17,386 | $0 | $75,288 | $0 | $314,651 | $0 | $0 | $0 |
| JOSH BUDDE | ||||||||||||||
| MS PRINCIPAL | $183,509 | $0 | $0 | $0 | $39,119 | $0 | $18,553 | $0 | $53,378 | $0 | $294,559 | $0 | $0 | $0 |
| TARA SIMEONIDIS | ||||||||||||||
| LS PRINCIPAL | $183,509 | $0 | $2,500 | $0 | $73,527 | $0 | $18,553 | $0 | $13,406 | $0 | $291,495 | $0 | $0 | $0 |
| CATHY HSU | ||||||||||||||
| CONTROLLER | $192,164 | $0 | $7,000 | $0 | $49,489 | $0 | $19,295 | $0 | $14,250 | $0 | $282,198 | $0 | $0 | $0 |
| SAMUEL QUEK | ||||||||||||||
| IT ASSOCIATE DIRECTOR | $153,623 | $0 | $10,000 | $0 | $56,311 | $0 | $15,362 | $0 | $41,807 | $0 | $277,103 | $0 | $0 | $0 |
| DAN HUDKINS | ||||||||||||||
| CHIEF INFORMATION OFFICER | $169,619 | $0 | $2,500 | $0 | $62,967 | $0 | $17,078 | $0 | $12,941 | $0 | $265,105 | $0 | $0 | $0 |
| ADAM NELSON | ||||||||||||||
| INTERIM DEPUTY HEAD OF SCHOOL | $187,916 | $0 | $0 | $0 | $43,983 | $0 | $18,792 | $0 | $12,897 | $0 | $263,588 | $0 | $0 | $0 |
| MATT FAGEN | ||||||||||||||
| DIR. OF TECHCUBE | $91,470 | $0 | $0 | $0 | $79,277 | $0 | $9,147 | $0 | $74,329 | $0 | $254,223 | $0 | $0 | $0 |
| JUDE CLAPPER | ||||||||||||||
| US DIR. SCIENTIFIC RESEARCH | $98,410 | $0 | $0 | $0 | $72,332 | $0 | $9,841 | $0 | $68,381 | $0 | $248,964 | $0 | $0 | $0 |
| BECKY KLAR | ||||||||||||||
| LS ASSOCIATE PRINCIPAL | $116,580 | $0 | $0 | $0 | $40,515 | $0 | $11,658 | $0 | $74,152 | $0 | $242,905 | $0 | $0 | $0 |
| ALLAN BAYNTUN | ||||||||||||||
| TEACHER | $98,411 | $0 | $0 | $0 | $63,712 | $0 | $9,841 | $0 | $68,711 | $0 | $240,675 | $0 | $0 | $0 |
| DANIEL LONG | ||||||||||||||
| US DEAN OF STUDENTS | $98,518 | $0 | $0 | $0 | $82,727 | $0 | $9,852 | $0 | $43,866 | $0 | $234,963 | $0 | $0 | $0 |
| BRANDON MAGUIRE | ||||||||||||||
| TEACHER | $118,222 | $0 | $0 | $0 | $51,339 | $0 | $11,822 | $0 | $43,867 | $0 | $225,250 | $0 | $0 | $0 |
| GARY PETTIGREW | ||||||||||||||
| MS ASSOCIATE PRINCIPAL | $142,498 | $0 | $0 | $0 | $40,427 | $0 | $14,250 | $0 | $26,895 | $0 | $224,070 | $0 | $0 | $0 |
| CAROL CHEN | ||||||||||||||
| HUMAN RESOURCES DIRECTOR | $163,676 | $0 | $2,300 | $0 | $13,309 | $0 | $16,436 | $0 | $6,286 | $0 | $202,007 | $0 | $0 | $0 |
| KIM KAWAMOTO | ||||||||||||||
| ATHLETIC DIRECTOR | $91,571 | $0 | $0 | $0 | $83,214 | $0 | $9,157 | $0 | $8,306 | $0 | $192,248 | $0 | $0 | $0 |
| RICK RABON | ||||||||||||||
| LS ASSOCIATE PRINCIPAL | $121,404 | $0 | $0 | $0 | $33,968 | $0 | $12,190 | $0 | $7,763 | $0 | $175,325 | $0 | $0 | $0 |
| JOHN VANDENBOOM | ||||||||||||||
| US ASSOCIATE PRINCIPAL | $115,001 | $0 | $0 | $0 | $35,339 | $0 | $11,500 | $0 | $11,447 | $0 | $173,287 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL PROVIDES LIVELIHOOD SUPPLEMENTS WHICH INCLUDE HOUSING ALLOWANCES TO OVERSEAS HIRED FACULTY AND ADMINISTRATORS TO SUPPLEMENT A PORTION OF HIS OR HER LIVING EXPENSES IN TAIWAN. NINETEEN PERSONS, INCLUDING FOURTEEN KEY EMPLOYEES AND FIVE HIGHEST COMPENSATED EMPLOYEES LISTED ON PART II RECEIVED THE LIVELIHOOD SUPPLEMENTS DURING THE YEAR. THE LIVELIHOOD SUPPLEMENTS ARE REPORTED AS TAXABLE COMPENSATION. THE HEAD/INTERIM HEAD OF SCHOOL'S MONTHLY DUES OF AMERICAN CLUB IN TAIPEI ARE REIMBURSED BY THE SCHOOL. THE SCHOOL ALSO REIMBURSES THE INITIATION FEE FOR THREE ADMINISTRATORS TO JOIN THE AMERICAN CLUB IN TAIPEI. THE CLUB DUES AND INITIATION FEE ARE CONSIDERED REASONABLE BUSINESS EXPENSES AND THUS NOT REPORTED AS TAXABLE COMPENSATION. AS A CONDITION OF EMPLOYMENT, THE HEAD/INTERIM HEAD OF SCHOOL IS PROVIDED AN APARTMENT NEARBY CAMPUS. THE APARTMENT IS AVAILABLE FOR SCHOOL SPONSORED EVENTS AND TO CONDUCT SCHOOL BUSINESS OUTSIDE NORMAL BUSINESS HOURS. THE HOUSEKEEPING SERVICES AND UTILITIES ALLOCABLE TO BUSINESS PORTION ARE REPORTED AS BUSINESS EXPENSES. THE PORTION OF THE HOUSEKEEPING EXPENSES AND UTILITIES ALLOCABLE TO THE HEAD/INTERIM HEAD OF SCHOOL'S PERSONAL QUARTERS IS A TAXABLE BENEFIT. THE VALUE OF THE HOUSING AND BUSINESS PORTION OF HOUSEKEEPING SERVICES AND UTILITIES IS TREATED AS NON-TAXABLE COMPENSATION UNDER SECTION 119 (A) AND IS REPORTED ON SCHEDULE J, PART II, AND COLUMN (D). AS STIPULATED IN THE HEAD/INTERIM HEAD OF SCHOOL'S EMPLOYMENT CONTRACT, CERTAIN TRAVEL OF A FAMILY MEMBER ARE BORNE BY THE SCHOOL AND APPROPRIATELY REPORTED AS TAXABLE COMPENSATION TO THE INDIVIDUAL. |
| PART I, LINE 4A | THE DEFERRED COMPENSATION FOR SHARON HENNESSY, HEAD OF SCHOOL, IN THE AMOUNT OF $240,000 WAS VESTED ON JUNE 30, 2020, AND REPORTED IN SCHEDULE J, PART II, AND COLUMN (C) LAST YEAR. THIS TAXABLE COMPENSATION WAS SUBSEQUENTLY PAID DURING THIS TAX YEAR AND REPORTED IN SCHEDULE J, PART II, AND COLUMN (B)III THIS TAX YEAR. ANOTHER DEFERRED COMPENSATION OF $60,000 FOR THEHEAD OF SCHOOL, SHARON HENNESSY, WAS FULLY VESTED AND BE PAID SHORTLY THEREAFTER DURING THIS TAX YEAR. IT WAS ALSO REPORTED IN SCHEDULE J, PART II, AND COLUMN (B)III. A RETIREMENT PROVISION BENEFIT OF $531,792 FOR THE HEAD OF SCHOOL, SHARON HENNESSY, WAS PAID DURING THIS TAX YEAR. THIS IS REPORTED WITHIN SCHEDULE J, PART II, AND COLUMN (B)III. |
| PART I, LINE 7 | THE HEAD OF SCHOOL AND EIGHT ADMINISTRATORS RECEIVED DISCRETIONARY BONUSES DURING THIS TAX YEAR. THE BONUSES HAVE BEEN REPORTED ON SCHEDULE J, PART II, COLUMN II |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE SCHOOL'S BYLAWS WERE AMENDED IN MAY 2021 TO ADD AN APPOINTED BOARD SEAT DESIGNATED FOR A REPRESENTATIVE FROM AMERICAN INSTITUTE IN TAIWAN ("AIT") IN RECOGNITION OF THE UNIQUE RELATIONSHIP BETWEEN TAS AND AIT. TAS MISSION STATEMENT WAS UPDATED AND REVISED TO REFLECT CURRENT THINKING, PRACTICES, AND ASPIRATIONS IN LINE WITH WHAT IS BEING ARTICULATED IN THE RECENT STRATEGIC PLAN. THE NEW MISSION STATEMENT INCORPORATES ALL ELEMENTS OF THE OLD MISSION STATEMENT WITH A SHARPER FOCUS I) TO INSTILL LIFELONG LOVE OF LEARNING, DEDICATION TO PERSONAL WELLNESS AND SERVICE TO OTHERS II) TAS'S ASPIRATION THAT ITS GRADUATES WILL BE ADAPTABLE, RESILIENT, MORAL AND HAPPY IN THEIR PURSUITS, ACADEMIC OR OTHERWISE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SCHOOL SHALL HAVE TWO CLASSES OF MEMBERSHIP, GENERAL MEMBERS AND SPECIAL MEMBERS. EACH PARENT OF A STUDENT AT ANY TIME THEN CURRENTLY ENROLLED IN THE SCHOOL SHALL AUTOMATICALLY BECOME A GENERAL MEMBER. EACH PERSON ELECTED OR APPOINTED TO SCHOOL'S BOARD OF DIRECTORS (INCLUDING BOTH ELECTED DIRECTORS AND APPOINTED DIRECTORS) SHALL AUTOMATICALLY BE A SPECIAL MEMBER, UNTIL SUCH STATUS IS TERMINATED. STATUS AS A SPECIAL MEMBER SHALL NOT AFFECT AN INDIVIDUAL'S STATUS AS A GENERAL MEMBER, IF ANY. AT ANY MEETING OF THE GENERAL MEMBERS OR SPECIAL MEMBERS, EACH MEMBER PRESENT, IN PERSON OR BY PROXY, WILL BE ENTITLED TO ONE (1) VOTE. THE GENERAL MEMBERS SHALL HAVE NO VOTING RIGHTS IN THEIR CAPACITY AS MEMBERS OTHER THAN THE RIGHT TO ELECT THE ELECTED DIRECTORS AS PROVIDED IN ARTICLE III, SECTION 3. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT ALL TIMES THE BOARD OF DIRECTORS SHALL BE COMPRISED OF A MINIMUM OF NINE (9) AND A MAXIMUM OF FOURTEEN (14) INDIVIDUALS AS FOLLOWS:(A) A MINIMUM OF SEVEN (7) AND A MAXIMUM OF NINE (9) INDIVIDUALS ELECTED BY THE GENERAL MEMBERS (B) A MINIMUM OF TWO (2) AND A MAXIMUM OF FIVE (5) INDIVIDUALS APPOINTED BY THE SPECIAL MEMBERS. ONE (1) OF SUCH APPOINTED DIRECTOR SEATS SHALL BE RESERVED FOR AN EMPLOYEE OF THE AIT. THE ELECTED DIRECTORS SHALL BE ELECTED FROM TIME TO TIME BY A MAJORITY VOTE OF THE GENERAL MEMBERS OF THE SCHOOL, FOLLOWING THE NOMINATION PROCEDURES PROVIDED IN SECTION 5 OF THE ARTICLE. EACH FULL TERM OF AN ELECTED DIRECTOR SHALL BE THIRTY-SIX (36) MONTHS. THE APPOINTED DIRECTORS SHALL BE APPOINTED FROM TIME TO TIME BY A TWO-THIRDS (2/3) VOTE OF THE SPECIAL MEMBERS. EACH FULL TERM OF AN APPOINTED DIRECTOR SHALL BE FORTY-EIGHT (48) MONTHS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM BEFORE SENDING IT TO THE HEAD OF SCHOOL AND CHAIRPERSON OF THE BOARD. SUBSEQUENT TO THE HEAD OF SCHOOL'S AND CHAIR'S REVIEW, ALL BOARD MEMBERS WERE PROVIDED A COMPLETE COPY OF THE FORM 990. THE FORM 990 WAS THEN FILED WITH THE INTERNAL REVENUE SERVICE FOLLOWING THE VOTING BOARD MEMBERS' REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS IS THE AUTHORIZED BODY EMPOWERED TO REVIEW AND APPROVE CONFLICT OF INTEREST TRANSACTIONS. COVERED PERSONS (ANY BOARD MEMBERS AND WITH THEIR FAMILY MEMBERS OR THEIR BUSINESSES) INTERESTED IN A TRANSACTION WITH TAS SHALL PROMPTLY ADVISE AND DISCLOSE ALL MATERIAL FACTS TO THE AUTHORIZED BODY, WHICH SHALL DETERMINE (A) WHETHER A CONFLICT EXISTS AND, IF SO (B) WHETHER IT IS PROPER LEGALLY AND ETHICALLY TO ENTER INTO THE TRANSACTION. EACH COVERED PERSON SHALL ANNUALLY SIGN A STATEMENT THAT (A) THE PERSON HAS RECEIVED A COPY OF THIS POLICY, HAS READ AND UNDERSTOOD IT, AND HAS AGREED TO COMPLY WITH IT; AND (B) IF REQUIRED, DISCLOSES THE PERSON'S FINANCIAL INTERESTS AND FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS, NONE OF WHOM HAD A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, EVALUATED THE HEAD OF SCHOOL'S COMPENSATION DURING THE TAX YEAR. THE SALARY ADJUSTMENT, IF ANY, WAS REVIEWED BY THE COMPENSATION COMMITTEE WHICH CONSISTS OF THE BOARD CHAIR, VICE CHAIR, SECRETARY, THE GOVERNANCE COMMITTEE CHAIR AND THE M&R (MANAGEMENT & RESOURCES) COMMITTEE CHAIR. IT WAS THEN APPROVED BY THE FULL BOARD OF DIRECTORS BEFORE BECOMING PART OF THE BUDGET. THE BOARD SOUGHT FEEDBACK FROM AN INDEPENDENT COMPENSATION & BENEFIT FIRM, GATHERED BENCHMARKING DATA FROM COMPARABLE SCHOOLS IN THE EARCOS REGION AND REVIEWED THE HEAD OF SCHOOL'S COMPENSATION AS DISCLOSED IN FORM 990S OF SIMILARLY SIZED PRIVATE SCHOOLS. THE COMMITTEE'S DISCUSSIONS AND DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15B: THE ADMINISTRATORS' COMPENSATION IS DETERMINED BY THE HEAD OF SCHOOL UPON INITIAL HIRE USING BENCHMARK COMPENSATION OF SIMILAR SIZE OVERSEAS SCHOOLS. PERIODIC SALARY ADJUSTMENTS ARE APPROVED BY THE HEAD OF SCHOOL AND ARE PROVIDED TO HUMAN RESOURCES AND CONTROLLER OFFICES FOR INCLUSION IN THE ANNUAL BUDGET CYCLE FOR BOARD OF DIRECTORS' APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | TAS POLICY MANUAL INCLUDING GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE AT SECURED SCHOOL PORTALS. THE AUDITED FINANCIAL STATEMENTS ARE NOT OPEN TO THE PUBLIC EXCEPT THE DATA CONTAINED IN FORM 990. |
| FORM 990, PART XI, LINE 9: | CURRENCY EXCHANGE GAIN 8,323,091. |
| GENERAL EXPLANATION ATTACHMENT: | STATE OF LEGAL DOMICILE (ITEM M), THE SCHOOL IS LOCATED IN 800 ZHONGSHAN N. RD., SEC. 6, TAIPEI, TAIWAN ROC 11152 (TW). TOTAL NUMBER OF EMPLOYEES (PART I, LINE 5), 634 EMPLOYEES INCLUDED 253 U.S. EMPLOYEES AND 381 NON-U.S. EMPLOYEES AS OF DECEMBER 31, 2020. THE STATES WITH WHICH A COPY OF THIS FORM 990 IS REQUIRED TO BE FILED (PART VI, LINE 17), THE SCHOOL IS NOT REQUIRED TO FILE FORM 990 IN ANY STATE. STATE THE NAME, PHYSICAL ADDRESS, AND TELEPHONE NUMBER OF THE PERSON WHO POSSESSES THE BOOKS AND RECORDS OF THE ORGANIZATION (PART VI, LINE 20), CATHY C HSU, CONTROLLER, TAIPEI AMERICAN SCHOOL FOUNDATION, 800 ZHONGSHAN N. RD., SEC. 6, TAIPEI, TAIWAN ROC 11152, +886-2-7750-9900 EXT. 332. DUE TO SOFTWARE LIMITATIONS, THE TAIWAN TELEPHONE NUMBER DOES NOT APPEAR ON PART VI, LINE 20. |
Comments