ORCHARD SCHOOL FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ORCHARD SCHOOL FOUNDATION INC (EIN 35-0909975)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-21
- IRS object ID
- 202141119349300949
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T14:00:31-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road Suite 400 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402411122 | 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 | 350909975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orchard School Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORCH | BusinessNameControlTxt |
| Phone | 3172519253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 West 64th Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Courtney Williams | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM SCIFRES | PreparerPersonNm |
| PTIN | P00319397 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Courtney Williams | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 West 64th Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,423,059 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORCHARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Orchard School guides each student to develop the knowledge, confidence, and character essential for a life of learning, leadership, and positive contribution to society. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 177 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | -$8,066 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,522,573 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,149,372 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,327,275 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,468,928 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,335,557 | PYInvestmentIncomeAmt |
| CY Investment Income | $945,199 | CYInvestmentIncomeAmt |
| PY Other Revenue | $112,844 | PYOtherRevenueAmt |
| CY Other Revenue | $65,391 | CYOtherRevenueAmt |
| PY Total Revenue | $16,298,249 | PYTotalRevenueAmt |
| CY Total Revenue | $14,628,890 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,889,038 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,966,166 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,211,411 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,643,373 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $73,194 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $71,053 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $454,571 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,952,874 | PYOtherExpensesAmt |
| CY Other Expenses | $3,907,435 | CYOtherExpensesAmt |
| PY Total Expenses | $14,126,517 | PYTotalExpensesAmt |
| CY Total Expenses | $13,588,027 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,171,732 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,040,863 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,327,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,301,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,526,434 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,823,952 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,800,786 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,477,492 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ORCHARD SCHOOL GUIDES EACH STUDENT TO DEVELOP THE KNOWLEDGE, CONFIDENCE, AND CHARACTER ESSENTIAL FOR A LIFE OF LEARNING, LEADERSHIP, AND POSITIVE CONTRIBUTION TO SOCIETY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $5,702,198 | ExpenseAmt |
| Grant | $1,136,109 | GrantAmt |
| Revenue | $6,300,478 | RevenueAmt |
| Desc | THE ELEMENTARY SCHOOL IS COMPRISED OF APPROXIMATELY 320 STUDENTS FROM PRESCHOOL THROUGH THE 4TH GRADE. THE FOCUS IS ON THE DEVELOPMENT OF THE WHOLE CHILD - SOCIALLY, EMOTIONALLY, ARTISTICALLY, AND ETHICALLY WITHIN A SUPPORTIVE AND CHALLENGING ENVIRONMENT. DURING THESE FORMATIVE YEARS, WHEN CHILDREN ARE CURIOUS AND INQUISITIVE, ORCHARD SCHOOL PROVIDES THEM WITH OPPORTUNITIES TO DISCOVER, EXPLORE, AND EXPERIMENT. CHILDREN LEARN BEST BY DOING AND, THEREFORE, ARE ENCOURAGED TO THINK, REASON, CREATE, AND COLLABORATE THROUGH ACTIVE PARTICIPATION IN THE LEARNING PROCESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,116,252 | ExpenseAmt |
| Grant | $791,073 | GrantAmt |
| Revenue | $4,761,703 | RevenueAmt |
| Desc | MIDDLE SCHOOL INCLUDES APPROXIMATELY 230 STUDENTS IN GRADES FIVE THROUGH EIGHT. THE PROGRAM PROVIDES A WELL-ROUNDED EDUCATION, INCLUDING CORE ACADEMICS, ARTS, AND PHYSICAL EDUCATION/ATHLETICS. IT CENTERS AROUND THE ACADEMIC, SOCIAL, AND EMOTIONAL NEEDS OF YOUNG ADOLESCENTS. THE MIDDLE SCHOOL STUDENTS DEVELOP INCREASED INDEPENDENCE, PERSONAL RESPONSIBILITY, AND ACCOUNTABILITY AS THEY ENCOUNTER INCREASINGLY HIGHER EXPECTATIONS FOR ACADEMIC AND BEHAVIORAL EXCELLENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $548,866 | ExpenseAmt |
| Grant | $38,984 | GrantAmt |
| Revenue | $406,747 | RevenueAmt |
| Desc | EXTENSION PROGRAMS ARE AVAILABLE TO ALL STUDENTS AND INCLUDE SUMMER CAMP, AFTER SCHOOL CHILD CARE, CLUBS, CLASSES, LESSONS, AND ATHLETICS. THESE PROGRAMS GIVE STUDENTS A BROAD-BASED EXPERIENCE OUTSIDE OF THE CLASSROOM. SUMMER CAMPS ARE ALSO AVAILABLE TO NON-ORCHARD STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,367,316 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 177 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COURTNEY WILLIAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177035704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WEST 64TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Alicia LAMAGDELEINE | ||||||||
| VICE CHAIR, TRUSTEES (Thru Aug. 2019) | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETSY DUSTMAN | ||||||||
| TREASURER, GOVERNORS (Thru Feb. 2020) | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN O'BRIEN | ||||||||
| CHAIR, TRUSTEES | 8.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAWN BATSON | ||||||||
| VICE CHAIR, TRUSTEES (Beg. Aug. 2019) | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM COMBS | ||||||||
| SECRETARY, TRUSTEES | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JORDAN KRANER | ||||||||
| TREASURER, TRUSTEES | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULIE MANNING-MAGID | ||||||||
| VICE PRESIDENT, GOVERNORS | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MARTIN | ||||||||
| TREASURER, GOVERNORs (Beg. Feb. 2020) | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHILIP GENETOS | ||||||||
| PRESIDENT, GOVERNORS | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUZIE FEHSENFELD | ||||||||
| SECRETARY, GOVERNORS | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADRIANNE SMITH | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW APPEL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| AYANA ROWLEY HENDERSON | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| BRANDON SORGE | ||||||||
| TRUSTEE | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| CATHY ROONEY | ||||||||
| GOVERNOR | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAN APPEL | ||||||||
| GOVERNOR | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL ELSENER | ||||||||
| GOVERNOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES BETLEY | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER SHIN | ||||||||
| TRUSTEE | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN BIRGE | ||||||||
| GOVERNOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| KRISTY SHERMAN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| KURT WEIPER | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| LESLEY AKOSA | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA HAMILTON | ||||||||
| GOVERNOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MANDY MOORE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MARCHA BENNETT | ||||||||
| GOVERNOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY CAITO | ||||||||
| GOVERNOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MATT EDWARDS | ||||||||
| TRUSTEE | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MEGAN VAN VALER | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MEREDITH WHITE | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| RICH MICHAL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT HIRSCHMAN | ||||||||
| GOVERNOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SUE LERCHEN | ||||||||
| GOVERNOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| TINA KORTY | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM ELDER JR | ||||||||
| GOVERNOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| COURTNEY WILLIAMS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | Yes (X) | $112,894 | $0 | $7,803 | |||
| SHERRI HELVIE PhD | ||||||||
| HEAD OF SCHOOL | 40.0 | Yes (X) | $222,015 | $0 | $77,471 | |||
| HAROLD SCHWARTZ | ||||||||
| EARLY CHILDHOOD & ELEMENTARY SCHOOL DIRECTOR | 40.0 | $116,781 | $0 | $28,530 | Yes (X) | |||
| NICHOLAS EBLE | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.0 | $127,697 | $0 | $8,899 | Yes (X) | |||
| THOMAS ROSENBLUTH | ||||||||
| FORMER HEAD OF SCHOOL | 0.0 | $134,301 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $713,688 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,703 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEYER NAJEM CONSTRUCTION LLC | |||||
| 11787 LANTERN ROAD STE 100 | FISHERS | IN | 46038 | CONSTRUCTION | $1,177,115 |
| ALADDIN FOOD MANAGEMENT SERVICES LLC | |||||
| 16567 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | CAFETERIA SERVICES | $482,134 |
| ABM | |||||
| 14141 SOUTHWEST FREEWAY STE 400 | SUGAR LAND | TX | 77478 | JANITORIAL SERVICES | $252,437 |
| TRANE US INC | |||||
| 3600 PAMMEL CREEK ROAD | LA CROSSE | WI | 54601 | HVAC SERVICE | $139,291 |
| HALSTEAD ARCHITECTS | |||||
| 1139 SHELBY STREET | INDIANAPOLIS | IN | 46203 | ARCHITECTURE | $119,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $49,043 | MembershipDuesAmt |
| Fundraising | $145,136 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $1,955,193 | AllOtherContributionsAmt |
| Noncash Contributions | $603,227 | NoncashContributionsAmt |
| Total Contributions | $2,149,372 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $11,043,221 | $11,043,221 |
| EXTENSION PROGRAMS | 611110 | $406,747 | $406,747 |
| ADMISSION FEES | 611110 | $18,960 | $18,960 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,468,928 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $897,071 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$8,066 | UnrelatedBusinessRevenueAmt |
| Exclusion | $905,137 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,028 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,173 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,855 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,855 | TotalRevenueColumnAmt |
| Exclusion | $64,855 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,636,945 | SecuritiesAmt |
| Other | $5,994 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,594,811 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,134 | SecuritiesAmt |
| Other | $5,994 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,128 | TotalRevenueColumnAmt |
| Exclusion | $48,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $107,082 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $145,136 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $132,983 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,901 | TotalRevenueColumnAmt |
| Exclusion | -$25,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $2,460 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $854 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,606 | TotalRevenueColumnAmt |
| Exclusion | $1,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $24,124 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $18,348 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,776 | TotalRevenueColumnAmt |
| Exclusion | $5,776 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,055 | TotalRevenueColumnAmt |
| Exclusion | $19,055 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,055 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,628,890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,468,928 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$8,066 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,018,656 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,966,166 | TotalAmt |
| Program Services | $1,966,166 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,503 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $365,450 | ManagementAndGeneralAmt |
| Fundraising | $54,053 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,762,768 | TotalAmt |
| Program Services | $4,539,858 | ProgramServicesAmt |
| Management And General | $1,076,375 | ManagementAndGeneralAmt |
| Fundraising | $146,535 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,069 | TotalAmt |
| Program Services | $225,363 | ProgramServicesAmt |
| Management And General | $53,432 | ManagementAndGeneralAmt |
| Fundraising | $7,274 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,909 | TotalAmt |
| Program Services | $580,006 | ProgramServicesAmt |
| Management And General | $142,198 | ManagementAndGeneralAmt |
| Fundraising | $18,705 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,124 | TotalAmt |
| Program Services | $321,801 | ProgramServicesAmt |
| Management And General | $98,675 | ManagementAndGeneralAmt |
| Fundraising | $13,648 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,390 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $54,390 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,170 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $43,170 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,053 | TotalAmt |
| Fundraising | $71,053 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,838 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $100,838 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,811 | TotalAmt |
| Program Services | $78,119 | ProgramServicesAmt |
| Management And General | $93,863 | ManagementAndGeneralAmt |
| Fundraising | $21,829 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,105 | TotalAmt |
| Program Services | $6,087 | ProgramServicesAmt |
| Management And General | $133,643 | ManagementAndGeneralAmt |
| Fundraising | $21,375 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,755 | TotalAmt |
| Program Services | $152,473 | ProgramServicesAmt |
| Management And General | $38,164 | ManagementAndGeneralAmt |
| Fundraising | $8,118 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,601 | TotalAmt |
| Program Services | $75,163 | ProgramServicesAmt |
| Management And General | $58,407 | ManagementAndGeneralAmt |
| Fundraising | $37,031 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,304 | TotalAmt |
| Program Services | $679,892 | ProgramServicesAmt |
| Management And General | $171,168 | ManagementAndGeneralAmt |
| Fundraising | $8,244 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,135 | TotalAmt |
| Program Services | $47,903 | ProgramServicesAmt |
| Management And General | $19,398 | ManagementAndGeneralAmt |
| Fundraising | $4,834 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,995 | TotalAmt |
| Program Services | $28,868 | ProgramServicesAmt |
| Management And General | $25,545 | ManagementAndGeneralAmt |
| Fundraising | $4,582 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,418 | TotalAmt |
| Program Services | $172,418 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,807 | TotalAmt |
| Program Services | $923,244 | ProgramServicesAmt |
| Management And General | $205,165 | ManagementAndGeneralAmt |
| Fundraising | $11,398 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,540 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $48,540 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $425,187 | $421,894 | $3,293 | $0 |
| ACTIVITIES AND EVENTS | $178,576 | $148,061 | $15,394 | $15,121 |
| OTHER EXPENSES | $29,803 | $0 | $19,032 | $10,771 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,588,027 | TotalAmt |
| Program Services | $10,367,316 | ProgramServicesAmt |
| Management And General | $2,766,140 | ManagementAndGeneralAmt |
| Fundraising | $454,571 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,420,906 | BOYAmt |
| EOY | $7,884,590 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,578,480 | BOYAmt |
| EOY | $1,148,706 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,536 | BOYAmt |
| EOY | $175,564 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,416 | BOYAmt |
| EOY | $4,064 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,512 | BOYAmt |
| EOY | $87,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,323,984 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,975,979 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,125,461 | BOYAmt |
| EOY | $10,348,005 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,445,863 | BOYAmt |
| EOY | $27,954,701 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,421,667 | BOYAmt |
| EOY | $4,569,170 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,879 | BOYAmt |
| EOY | $128,850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,327,220 | BOYAmt |
| EOY | $52,301,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,259,353 | BOYAmt |
| EOY | $1,680,155 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,686 | BOYAmt |
| EOY | $276,525 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,769,395 | BOYAmt |
| EOY | $4,429,372 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,437,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,526,434 | BOYAmt |
| EOY | $7,823,952 | 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 | $34,534,504 | BOYAmt |
| EOY | $35,556,854 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,266,282 | BOYAmt |
| EOY | $8,920,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,800,786 | BOYAmt |
| EOY | $44,477,492 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,327,220 | BOYAmt |
| EOY | $52,301,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,040,863 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$361,128 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,029 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,416,302 | BeginningYearBalanceAmt |
| Contributions | $456,858 | ContributionsAmt |
| Investment Earnings Or Losses | $432,694 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,892,934 | OtherExpendituresAmt |
| End Year Balance | $34,412,920 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,424,822 | BeginningYearBalanceAmt |
| Contributions | $1,333,963 | ContributionsAmt |
| Investment Earnings Or Losses | $1,905,069 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,247,552 | OtherExpendituresAmt |
| End Year Balance | $35,416,302 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,216,474 | BeginningYearBalanceAmt |
| Contributions | $708,572 | ContributionsAmt |
| Investment Earnings Or Losses | $1,996,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,496,746 | OtherExpendituresAmt |
| End Year Balance | $34,424,822 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,727,934 | BeginningYearBalanceAmt |
| Contributions | $495,878 | ContributionsAmt |
| Investment Earnings Or Losses | $3,250,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,257,689 | OtherExpendituresAmt |
| End Year Balance | $33,216,474 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,078,816 | BeginningYearBalanceAmt |
| Contributions | $1,042,540 | ContributionsAmt |
| Investment Earnings Or Losses | -$780,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,613,392 | OtherExpendituresAmt |
| End Year Balance | $31,727,934 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.8012 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.1786 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0202 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $784,042 | OtherCostOrOtherBasisAmt |
| Book Value | $784,042 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,115,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,336,315 | DepreciationAmt |
| Book Value | $8,779,049 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,922,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,639,664 | DepreciationAmt |
| Book Value | $282,654 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $502,260 | OtherCostOrOtherBasisAmt |
| Book Value | $502,260 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,348,005 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $4,569,170 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,569,170 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grant Advance Liability | Desc |
| Amt | $1,437,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,437,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,401,087 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$364,157 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,966,166 | OtherRevenueAmt |
| Revenue Not Reported | -$2,326,323 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,727,410 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $100,838 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$199,358 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$98,520 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,628,890 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,724,381 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $199,358 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $203,358 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,521,023 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $100,838 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,966,166 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,067,004 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,588,027 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ENDOWMENT FUNDS ALLOW THE ORGANIZATION TO ENHANCE ITS MISSION OF DEVELOPING EACH STUDENT'S KNOWLEDGE, CONFIDENCE, AND CHARACTER BY SUPPLEMENTING THE OPERATIONAL BUDGET. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Orchard is generally exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, Orchard has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit will be recorded. Orchard does not expect the total amount of unrecorded tax benefits to significantly change in the next 12 months. Orchard recognizes interest and/or penalties related to income tax matters in income tax expense. Orchard did not have any amounts accrued for interest and penalties at June 30, 2020 or 2019. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | FINANCIAL AID TO STUDENTS - -1966166 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | FUNDRAISING EVENT EXPENSES - -132983 RENTAL EXPENSES - -47173 COST OF GOODS SOLD - -18348 GAMING EXPENSES - -854 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | FUNDRAISING EVENT EXPENSES - 132983 RENTAL EXPENSES - 47173 COST OF GOODS SOLD - 18348 GAMING EXPENSES - 854 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | FINANCIAL AID TO STUDENTS - 1966166 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | The admission policy is as follows: The Orchard School Foundation, Inc. provides an education founded on an appreciation of childhood and family. This requires the creation of a school community where the human differences present in the school and in society are acknowledged, respected, esteemed, and viewed as essential and where ideas and behaviors that oppress others are challenged and addressed through the education process. These differences include but are not limited to race, gender, ethnic, cultural, social, sexual orientation, economic, and religious as well as the variety of physical, intellectual, and spiritual qualities that make unique individuals of everyone. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | ,PASSIVE INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,783,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,783,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,783,000 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| EVOLVE PHILANTHROPY LLC | ||||||||
| 111 E 44TH STREET | INDIANAPOLIS | IN | 46205 | CAPITAL CAMPAIGN FUNDRAISING CONSULTANT | false | $1,638,323 | $70,840 | $1,567,483 |
| JOHNSON GROSSNICKLE & ASSOCIATES | ||||||||
| 29 S PARK BLVD | GREENWOOD | IN | 46143 | CAPITAL CAMPAIGN FUNDRAISING CONSULTANT | false | $4,915 | $213 | $4,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,643,238 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $71,053 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,572,185 | TotalNetToOrganizationAmt |
| Licensed States | IN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION NIGHT | Event1Nm |
| Gross Receipts Event1 | $241,086 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $139,816 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $101,270 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,312 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,381 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $110,724 | OtherDirectExpensesEvent1Amt |
| Event2 | PANCAKE BREAKFAST | Event2Nm |
| Gross Receipts Event2 | $11,132 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,320 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,812 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,691 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,375 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $252,218 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $145,136 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $107,082 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,312 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,072 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $112,099 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $132,983 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,901 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 186 | RecipientCnt |
| Cash Grant | $1,966,166 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The organization gives students financial aid in the form of tuition credits. These tuition credits are applied directly to the students' tuition accounts, and no cash is given to the students. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHERRI HELVIE PhD | ||||||||||||||
| HEAD OF SCHOOL | $214,172 | $0 | $0 | $0 | $7,843 | $0 | $8,049 | $0 | $69,422 | $0 | $299,486 | $0 | $0 | $0 |
| THOMAS ROSENBLUTH | ||||||||||||||
| FORMER HEAD OF SCHOOL | $0 | $0 | $0 | $0 | $134,301 | $0 | $0 | $0 | $0 | $0 | $134,301 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | An appropriate house on campus is provided to the Head of School. This benefit is not treated as taxable compensation to the recipient. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | A corporate fitness membership is offered to all employees (60% paid by the organization, 40% by the employee). This benefit is not treated as taxable compensation to the recipients. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | THOMAS ROSENBLUTH, FORMER HEAD OF SCHOOL, WAS PAID A SEVERANCE EQUAL TO THE REMAINING SALARY DUE TO HIM UNDER HIS CONTRACT FOR THE SCHOOL YEAR ENDING JUNE 30, 2019. DURING CALENDAR YEAR 2019, HE RECEIVED $134,301 IN SEVERANCE PAYMENTS. |
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 | INDIANA FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 351602316 | BondIssuerEIN |
| CUSIP | 455057Y86 | CUSIPNum |
| Bond Issued | 2012-02-09 | BondIssuedDt |
| Issue Price | $7,106,817 | IssuePriceAmt |
| Purpose | CURRENT REFUND SERIES 2004 BONDS ISSUED ON 3/10/04 | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,677,445 | RetiredAmt |
| Total Proceeds | $7,106,817 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $135,258 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $6,971,559 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | BOARD MEMBERS CHILDREN RECEIVE FINANCIAL ASSISTANCE | RelationshipWithOrgTxt |
| Cash Grant | $33,374 | CashGrantAmt |
| Type Of Assistance | FINANCIAL ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL ASSISTANCE | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND APPEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DANIEL APPEL (BOARD MEMBER, ORCHARD SCHOOL) IS AN OFFICER OF GREGORY AND APPEL | RelationshipDescriptionTxt |
| Transaction | $125,582 | TransactionAmt |
| Transaction | BUSINESS INSURANCE - INDEPENDENT ANALYSIS BY A THIRD PARTY HAS INDICATED THAT ORCHARD'S INSURANCE RATES ARE FAIRLY MARKETED AND THAT ORCHARD RECEIVES COMPETITIVE PREMIUM RATES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $490,890 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction Items | 179 | $75,948 | NONE |
| Yes (X) | Educational Supplies | 4 | $7,340 | NONE |
| Yes (X) | Food & Beverage | 3 | $3,875 | NONE |
| Yes (X) | Gaming Prizes | 7 | $174 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Other - Auction Items - NUMBER OF CONTRIBUTIONS Other - Educational Supplies - NUMBER OF CONTRIBUTIONS Other - Food & Beverage - NUMBER OF CONTRIBUTIONS Other - Gaming Prizes - NUMBER OF CONTRIBUTIONS Art - Works of art - NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 3 Significant changes in program services | In December 2019, a novel strain of coronavirus surfaced and spread around the world, with resulting business and social disruption. The coronavirus was declared a Public Health Emergency of International Concern by the World Health Organization on January 30, 2020. In response to the pandemic and in compliance with various state and local ordinances, Orchard moved to online instruction from March 2020 through the end of the 2019-2020 academic year. In addition, all extension programs were cancelled during that time. |
| Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES | THE COMPENSATION OF THE CFO IS DETERMINED BY THE HEAD OF SCHOOL. THE HEAD OF SCHOOL USES COMPENSATION SURVEYS TO DETERMINE REASONABLE COMPENSATION. THE PROCESS AND DECISION IS DOCUMENTED IN THE EMPLOYEES COMPENSATION FILE. CFO compensation was reviewed upon the commencement of the current CFO's employment with Orchard School Foundation. The CFO receives the same compensation increase annually as all other employees. |
| Form 990, Part VI, Line 1a Material differences in voting rights | The organization divides its governing body into two units: the Board of Governors and the Board of Trustees. The members of both units have voting rights; however, differences in the powers of each of the two units exist. The Board of Governors shall have the power to manage the Corporation and has general charge and control of the affairs, funds, property, and policies of the Corporation. The Board of Governors may exercise all powers of the Corporation. The Board of Trustees shall exercise general supervision over the management of the School and the agents/employees thereof, initiating and implementing such programs as it shall deem advisable for the efficient operation and welfare of the school. The Board of Governors and the Board of Trustees have the duty to consult with each other in certain circumstances: -The Board of Governors, while retaining general charge and control of the basic policies and finances of the School, shall make no major change in such policies, nor take action calculated to have a substantial effect on the finances of the School, without first consulting and giving careful consideration to the views of the Board of Trustees. -Any proposed action of the Board of Trustees which involves a major change in the educational program, facilities, finances, or policies of the School shall be subject to the advance approval of the Board of Governors. -The employment or discharge of the Head of School shall require the advance approval of both the Board of Governors and the Board of Trustees. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The governing body delegates broad authority to the Executive Committee. The Executive Committee is composed of the officers of the corporation, the Chair of the Board of Trustees, and one other member of the Board of Governors selected by the President. The Executive Committee is authorized to fulfill the functions of the Board of Governors between meetings of the Board of Governors, including the fixing or change from time to time of the compensation of the Head of School, subject to two limitations: 1) Unless expressly authorized by resolution of the Board of Governors, the Executive Committee shall not authorize corporate expenditures in excess of a cumulative total of $50,000 in any twelve month period, and 2) The Executive Committee shall give written notice to each member of the Board of Governors of all actions taken by the Executive Committee. Such notice shall be given prior to the next meeting of the Board of Governors following the date of the Executive Committee meeting at which such action is taken, but in no event more than 30 days after the date of such action. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | ANDREW APPEL AND DAN APPEL - Family relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS REVIEWED BY THE CFO AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. THE FORM 990 IS MADE AVAILABLE TO MEMBERS OF THE BOARD OF GOVERNORS AND TO ANY INTERESTED INDIVIDUALS UPON THEIR REQUEST. |
| Form 990, Part VI, Line 12c Conflict of interest policy | CONFLICTS OF INTEREST, IF ANY, ARE ADDRESSED BY THE LEADERSHIP OF THE BOARD OF GOVERNORS AND EXECUTIVE STAFF. INDEPENDENT REVIEW OF THE SITUATION BY A CPA FIRM OR SIMILAR IS AVAILABLE. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | A COMPENSATION COMMITTEE OF THE BOARD OF GOVERNORS IS GIVEN AUTHORITY TO DEVELOP A WRITTEN CONTRACT WITH THE HEAD OF SCHOOL AND TO SET HIS OR HER WAGE, ENSURING THAT THE WAGE IS MARKET DRIVEN AND FAIR. DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS IS UTILIZED TO COMPARE COMPENSATION. HEADMASTER COMPENSATION WAS LAST REVIEWED DURING FYE 6/30/2020. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Beneficial Interest in Charitable Remainder Unitrust - -3029; |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | N/A | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $128,850 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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