BREWSTER ACADEMY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BREWSTER ACADEMY (EIN 02-0223317)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-11
- IRS object ID
- 202130119349300303
- Schema version
- 2019v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-11T06:30:57-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020223317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brewster Academy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREW | BusinessNameControlTxt |
| Phone | 6035697105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 Academy Drive | AddressLine1Txt |
| City | Wolfeboro | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03894 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Mueller | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6035697105 | PhoneNum |
| Signature | 2020-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2020-12-09 | PreparationDt |
| 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 | Craig Gemmell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 Academy Drive | AddressLine1Txt |
| City | Wolfeboro | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,372,928 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.brewsteracademy.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | To provide education to residential and day students. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 290 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $62,265 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,319,375 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,694,670 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,270,784 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,177,490 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,636,767 | PYInvestmentIncomeAmt |
| CY Investment Income | $354,493 | CYInvestmentIncomeAmt |
| PY Other Revenue | $461,140 | PYOtherRevenueAmt |
| CY Other Revenue | $540,598 | CYOtherRevenueAmt |
| PY Total Revenue | $26,414,532 | PYTotalRevenueAmt |
| CY Total Revenue | $29,767,251 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,221,574 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,825,206 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,001,831 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,558,347 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,352,568 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,907,146 | PYOtherExpensesAmt |
| CY Other Expenses | $8,033,280 | CYOtherExpensesAmt |
| PY Total Expenses | $26,130,551 | PYTotalExpensesAmt |
| CY Total Expenses | $26,416,833 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $283,981 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,350,418 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,340,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,295,249 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,003,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,025,597 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,337,058 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,269,652 | NetAssetsOrFundBalancesEOYAmt |
| Mission | An independent college preparatory school which provides students with the academic, personal, and social skills necessary for success in a university or college, and for life. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,087,762 | ExpenseAmt |
| Grant | $5,825,206 | GrantAmt |
| Revenue | $22,854,011 | RevenueAmt |
| Desc | Brewster Academy is a private high school that enrolls both boarding and day students. In addition to a broad educational curriculum, the school provides an extensive athletic program. The Brewster program is designed to meet students at their current level of performance and accelerate them in their mastery of skills and knowledge, ensuring that graduates are prepared for the challenges of college and careers and the skills needed for success in the 21st century. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $672,827 | ExpenseAmt |
| Revenue | $1,323,479 | RevenueAmt |
| Desc | The Summer Program featured remote educational programs and conferences during the summer recess, including the Session and Royal Thai Scholars. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,760,589 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 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 | Yes (1) | 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 | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 290 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 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 | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brewster Business Office | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6035697105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 Academy Drive | AddressLine1Txt |
| City | Wolfeboro | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03894 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Roy Ballentine | |||||||
| Chairman | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Arthur W Coviello Jr | |||||||
| Vice Chairman | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert Mueller | |||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carlos Noble | |||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Steven Alperin | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Blackburn | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Boykin-Towns | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Ronn Bronzetti | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Zachary Carlile | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Carlson | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Candace Crawshaw | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| James Curvey | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| George J Dohrmann III | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Fix | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Gabrielle Gatta | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Grayson | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Joan Hill | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Yong Hak Huh | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Derek Murphy | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Ashley Pettus | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzie Scanlon Rabinowitz | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Nancy Spencer Smith | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven Webster | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Craig Gemmell | |||||||
| Head of School | 60.00 | Yes (X) | $587,174 | $0 | $47,815 | ||
| Susan Harrington | |||||||
| CFO | 50.00 | Yes (X) | $105,048 | $0 | $12,089 | ||
| Kristy M Kerin | |||||||
| Assoc. Head of School for Academics | 60.00 | $174,619 | $0 | $41,096 | Yes (X) | ||
| Lynne M Palmer | |||||||
| Director of External Affairs | 50.00 | $142,659 | $0 | $9,986 | Yes (X) | ||
| Nick Wilbur | |||||||
| Director of Admissions | 50.00 | $130,048 | $0 | $30,135 | Yes (X) | ||
| Raylene Davis | |||||||
| Asst Head of School | 50.00 | $114,682 | $0 | $19,210 | Yes (X) | ||
| Peter Gilligan | |||||||
| Chief Technology & Ops. Officer | 50.00 | $108,054 | $0 | $36,688 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,362,284 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $197,019 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Perkins Paper LLC | |||||
| 630 John Hancock Rd | Taunton | MA | 02780 | Food Service | $426,087 |
| Donald A Madore dba Donald A Madore | |||||
| 39 Oak Hill Lane | Epping | NH | 03842 | Construction | $330,675 |
| Dewing Schmidt Kearns Architects & Plann | |||||
| 30 Monument Sq Suite 200B | Concord | MA | 01742 | Architectural Design | $320,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,694,670 | AllOtherContributionsAmt |
| Noncash Contributions | $10,054 | NoncashContributionsAmt |
| Total Contributions | $4,694,670 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | 611710 | $21,350,538 | $21,350,538 | |
| Summer Programs | 611710 | $1,323,479 | $1,280,384 | $43,095 |
| Instructional Support | 611710 | $1,210,630 | $1,210,630 | |
| Student Related | 611710 | $251,551 | $251,551 | |
| Miscellaneous Revenue | 611710 | $41,292 | $22,122 | $19,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,177,490 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $352,821 | TotalRevenueColumnAmt |
| Exclusion | $352,821 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $562,697 | SecuritiesAmt |
| Other | $8,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $563,642 | SecuritiesAmt |
| Other | $5,383 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$945 | SecuritiesAmt |
| Other | $2,617 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,672 | TotalRevenueColumnAmt |
| Exclusion | $1,672 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $296,011 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $36,652 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,359 | TotalRevenueColumnAmt |
| Exclusion | $259,359 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Distribution from beneficial trus | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $281,239 | TotalRevenueColumnAmt |
| Exclusion | $281,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $281,239 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,767,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,115,225 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $62,265 | UnrelatedBusinessRevenueAmt |
| Exclusion | $895,091 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,825,206 | TotalAmt |
| Program Services | $5,825,206 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,127 | TotalAmt |
| Management And General | $752,127 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,187,277 | TotalAmt |
| Program Services | $7,272,994 | ProgramServicesAmt |
| Management And General | $985,172 | ManagementAndGeneralAmt |
| Fundraising | $929,111 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,652 | TotalAmt |
| Program Services | $423,271 | ProgramServicesAmt |
| Management And General | $93,307 | ManagementAndGeneralAmt |
| Fundraising | $43,074 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377,604 | TotalAmt |
| Program Services | $1,045,585 | ProgramServicesAmt |
| Management And General | $243,170 | ManagementAndGeneralAmt |
| Fundraising | $88,849 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,687 | TotalAmt |
| Program Services | $520,328 | ProgramServicesAmt |
| Management And General | $111,280 | ManagementAndGeneralAmt |
| Fundraising | $50,079 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,884 | TotalAmt |
| Management And General | $82,884 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,327 | TotalAmt |
| Management And General | $47,327 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,357 | TotalAmt |
| Program Services | $894,649 | ProgramServicesAmt |
| Management And General | $207,190 | ManagementAndGeneralAmt |
| Fundraising | $32,518 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,898 | TotalAmt |
| Program Services | $607 | ProgramServicesAmt |
| Management And General | $3,291 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,092 | TotalAmt |
| Program Services | $148,580 | ProgramServicesAmt |
| Management And General | $107,352 | ManagementAndGeneralAmt |
| Fundraising | $49,160 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,013 | TotalAmt |
| Program Services | $988,193 | ProgramServicesAmt |
| Management And General | $13,820 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,392 | TotalAmt |
| Program Services | $383,796 | ProgramServicesAmt |
| Management And General | $58,763 | ManagementAndGeneralAmt |
| Fundraising | $58,833 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,525 | TotalAmt |
| Program Services | $699,568 | ProgramServicesAmt |
| Management And General | $73,957 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,314 | TotalAmt |
| Program Services | $1,778,431 | ProgramServicesAmt |
| Management And General | $27,883 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,447 | TotalAmt |
| Management And General | $228,447 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Equipment & Maintenance | $538,966 | $448,157 | $67,402 | $23,407 |
| Dining Hall | $535,268 | $512,187 | $11,969 | $11,112 |
| Student Related | $305,627 | $305,627 | ||
| Goods Held for Resale | $77,993 | $77,993 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,177 | TotalAmt |
| Program Services | $435,417 | ProgramServicesAmt |
| Management And General | $188,335 | ManagementAndGeneralAmt |
| Fundraising | $66,425 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,416,833 | TotalAmt |
| Program Services | $21,760,589 | ProgramServicesAmt |
| Management And General | $3,303,676 | ManagementAndGeneralAmt |
| Fundraising | $1,352,568 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,853,320 | BOYAmt |
| EOY | $3,025,464 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,231,186 | BOYAmt |
| EOY | $9,981,556 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,950 | BOYAmt |
| EOY | $1,113,728 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,469 | BOYAmt |
| EOY | $3,780 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,192 | BOYAmt |
| EOY | $56,434 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,037 | BOYAmt |
| EOY | $176,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,931,551 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,059,484 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,307,038 | BOYAmt |
| EOY | $34,872,067 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,158,633 | BOYAmt |
| EOY | $12,128,809 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,461,778 | BOYAmt |
| EOY | $8,936,856 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,340,603 | BOYAmt |
| EOY | $70,295,249 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $777,745 | BOYAmt |
| EOY | $821,781 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,066,355 | BOYAmt |
| EOY | $5,481,541 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,462,792 | BOYAmt |
| EOY | $15,036,887 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,593 | BOYAmt |
| EOY | $88,056 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $921,142 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,836,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,918 | BOYAmt |
| EOY | $761,132 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,003,545 | BOYAmt |
| EOY | $24,025,597 | 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 | $21,209,080 | BOYAmt |
| EOY | $22,676,284 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,127,978 | BOYAmt |
| EOY | $23,593,368 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,337,058 | BOYAmt |
| EOY | $46,269,652 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,340,603 | BOYAmt |
| EOY | $70,295,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,350,418 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $213,484 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$631,308 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,198,521 | BeginningYearBalanceAmt |
| Contributions | $75,135 | ContributionsAmt |
| Investment Earnings Or Losses | $439,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $542,061 | OtherExpendituresAmt |
| End Year Balance | $12,170,635 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,940,461 | BeginningYearBalanceAmt |
| Contributions | $93,590 | ContributionsAmt |
| Investment Earnings Or Losses | $789,482 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $625,012 | OtherExpendituresAmt |
| End Year Balance | $12,198,521 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,303,269 | BeginningYearBalanceAmt |
| Contributions | $698,485 | ContributionsAmt |
| Investment Earnings Or Losses | $585,425 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $646,718 | OtherExpendituresAmt |
| End Year Balance | $11,940,461 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,824,765 | BeginningYearBalanceAmt |
| Contributions | $96,392 | ContributionsAmt |
| Investment Earnings Or Losses | $1,082,464 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $700,352 | OtherExpendituresAmt |
| End Year Balance | $11,303,269 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,847,178 | BeginningYearBalanceAmt |
| Contributions | $169,563 | ContributionsAmt |
| Investment Earnings Or Losses | $274,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $466,347 | OtherExpendituresAmt |
| End Year Balance | $10,824,765 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74860 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25140 | 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 | $2,285,479 | OtherCostOrOtherBasisAmt |
| Book Value | $2,285,479 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,163,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,481,446 | DepreciationAmt |
| Book Value | $27,682,238 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,764,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,692,879 | DepreciationAmt |
| Book Value | $1,071,208 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,718,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,885,159 | DepreciationAmt |
| Book Value | $3,833,142 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,872,067 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Compensation Plans | $429,990 |
| Beneficial Interest in Perpetual Trust | $7,479,678 |
| Charitable Gift Annuity | $623,281 |
| Accrued Investment Interest Receivable | $66 |
| Property held for investment | $403,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,936,856 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Charitable Gift Annuity | $331,142 |
| Deferred Compensation Payable | $429,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $761,132 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $23,560,873 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $213,484 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $36,652 | OtherRevenueAmt |
| Revenue Not Reported | $250,136 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,310,737 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,456,514 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,456,514 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,767,251 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,628,279 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $36,652 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $36,652 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,591,627 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,825,206 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,825,206 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,416,833 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The Organization has custodial fund accounts held for students. Funds are deposited in a debit account and are held on the student's behalf. |
| Part V, Line 4: | The Academy's endowment consists of funds established for a variety of purposes, including scholarships and operations. Its endowment includes donor-restricted endowment funds. |
| Part XI, Line 2d - Other Adjustments: | Fundraising Expenses 36,652. |
| Part XI, Line 4b - Other Adjustments: | Finanical Aid Grants 5,825,206. Change in Pledge Disounting & Allowance for Pledges 32,816. Change in Beneficial Interest in Perpetual Trust 565,475. Change in Value of Charitable Gift Annuity 33,017. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expenses 36,652. |
| Part XII, Line 4b - Other Adjustments: | Financial Aid Grants 5,825,206. |
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 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Through newspaper, television, and radio advertising, and in school literature. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|
| East Asia and the Pacific - | Fundraising and Parent/Alumni relations | $9,158 | ||
| Europe (Including Iceland & Greenland) | Program Services | $153,643 | 8 | Trimesters abroad in Spain |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 8 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Subtotal Spent | $162,801 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $162,801 | TotalSpentAmt |
| 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Accounting Method: | |
| Schedule F, Part I, Line 3: | Brewster Academy currently has 33 students from Asia and 9 students from Spain. As a result of the trip for fundraising and parent/alumni relations, Brewster Academy received $694,486 worth of contributions from sources in Asia and zero from sources in Spain. |
| Schedule F, Part I, line 3, Column (e): | Trimester abroad offerings involved trips to Santiago de Compestello, Spain in the Fall and Tenerife, Canary Islands, Spain in the Winter. Students engaged in location-specific classes and curriculum, while maintaining on-campus classes with the support of Brewster faculty who traveled for the program. Students lived with host families and engaged in numerous service-learning opportunities important to the regions. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Family Weekend Auction | Event1Nm |
| Gross Receipts Event1 | $246,911 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $246,911 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $8,849 | OtherDirectExpensesEvent1Amt |
| Event2 | Bobcat Open | Event2Nm |
| Gross Receipts Event2 | $49,100 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $49,100 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $27,803 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $296,011 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $296,011 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,652 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,652 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $259,359 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Aid | GrantTypeTxt |
| Recipient | 152 | RecipientCnt |
| Non Cash Assistance | $5,825,206 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Brewster Academy provides financial aid to students based on need | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Grants and Other Assistance to Individuals - The Academy provides scholarships to students in need as a reduction in tuition. No funds are transferred to the recipients. |
| Schedule I, Part III, Line F | Brewster Academy provides financial aid to students based on need. The amount of financial aid given and the names and addresses of the recipients are on file in the business office. |
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 |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Craig Gemmell | ||||||||||||||
| Head of School | $522,079 | $0 | $65,095 | $0 | $0 | $0 | $19,600 | $0 | $28,215 | $0 | $634,989 | $0 | $0 | $0 |
| Kristy M Kerin | ||||||||||||||
| Assoc. Head of School for Academics | $163,150 | $0 | $11,469 | $0 | $0 | $0 | $13,116 | $0 | $27,980 | $0 | $215,715 | $0 | $0 | $0 |
| Lynne M Palmer | ||||||||||||||
| Director of External Affairs | $142,659 | $0 | $0 | $0 | $0 | $0 | $9,986 | $0 | $0 | $0 | $152,645 | $0 | $0 | $0 |
| Nick Wilbur | ||||||||||||||
| Director of Admissions | $115,048 | $0 | $15,000 | $0 | $0 | $0 | $8,502 | $0 | $21,633 | $0 | $160,183 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Housing was provided to Head of School, Director of Admissions, Director of External Affairs, and Associate Head of School in the amount of $14,900 each. |
| Part I, Line 4b | Craig Gemmell Head of School, participates in a 457f plan. Brewster Academy contributed $32,000 on his behalf into the plan. |
| Part I, Line 7 | Craig Gemmell, Head of School, Nick Wilbur, Director of Admissions, and Kristy Kerin, Associate Head of School, received a bonus during the year based on goals established in their contracts which were met during the prior year. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Hampshire Health and Education Facilities Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 020279866 | BondIssuerEIN |
| Bond Issued | 2011-02-04 | BondIssuedDt |
| Issue Price | $18,000,000 | IssuePriceAmt |
| Purpose | Capital Improvements | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,787,057 | RetiredAmt |
| Total Proceeds | $18,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $260,239 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,514,158 | CapitalExpendituresAmt |
| Other Spent Proceeds | $16,225,603 | OtherSpentProceedsAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Auction items | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Donor estimated valu | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 33: | FormAndLineReferenceDesc |
| Explanation | For various auctioned items, the Organization does not record revenue when items are donated, but rather when the items are sold at the auction event. The donor estimated value of auctioned items was $110,924. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7a | Commonwealth of MA has the right to appoint members of the Brewster Trust, who are members of the Board of Trustees under the Charter. |
| Form 990, Part VI, Section B, line 11b | The Audit Committee reviews, approves and recommends acceptance of the Form 990 by the Finance Committee. After the review and recommendation to accept the Form 990 by the Audit Committee, the Finance Committee reviews and recommends acceptance of the completed Form 990 to the Board, along with the Audit Committee. Then it is sent to all other board members and the Head of School for their review and approval. |
| Form 990, Part VI, Section B, line 12c | All present Trustees and each new Trustee, prior to taking his/her position on the Board shall submit in writing to the Chairman of the Board a list of all businesses or other organizations of which s/he is an officer, director, trustee, member, owner, shareholder, employee or agent, with which Brewster Academy has, or might reasonably in the future enter into, a relationship or transaction in which the Trustee would have conflicting interests. This disclosure shall be provided by each Board Member to the Chairman of the Board on an annual basis. The Chairman of the Board shall become familiar with the statements of all trustees in order to guide appropriate conduct should a conflict arise. Voting - At such time as any matter comes before the Board in such a way as to give rise to a conflict of interest, the affected Trustee shall make known the potential conflict, whether disclosed by his/her written statement or not, and after answering any questions that might be asked of him/her, shall withdraw from the Board meeting for so long as the matter shall continue under discussion. The Conflict of Interest Policy must be signed individually by members of the Board of Trustees, and there is an annual review of the conflict of interest statements. |
| Form 990, Part VI, Section B, line 15 | The Board of Trustees retained an employment consultant to determine the salary for the Head of School. |
| 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. |
| Form 990, Part X, Line 10: Land, Buildings, and Equipment | Section 1.263(a)-3(n) Election: Brewster Academy 80 Academy Drive, Wolfeboro, NH 03894 EIN 02-0223317 Brewster Academy is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990, Part XI, line 9: | Change in Value of Charitable Gift Annuity -33,017. Change in Value of Beneficial Interest in Perpetual Trust -565,475. Change in Pledge Discounting and Allowance for Pledges -32,816. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The John Brewster Trust | |||||||||||||
| 1550 Worcester Road 607 | Framingham | MA | 01702 | 046289100 | Perpetual Trust | NH | N/A | T | $281,239 | $7,479,678 | 0.70000 | 0 | |
| BA International LLC | |||||||||||||
| 80 Academy Drive | Wolfeboro | NH | 03894 | 851684404 | Educational Services | NH | C | 1.00000 | Yes (1) | Brewster Academy | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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