SHADY SIDE ACADEMY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHADY SIDE ACADEMY (EIN 25-0965561)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-07
- IRS object ID
- 202141279349301639
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T10:44:50-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 250965561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADY SIDE ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 4129683137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 423 FOX CHAPEL ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152382296 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE FREDRIKSEN | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Phone | 4129683137 | PhoneNum |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARTLEY P GRIFFITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 423 FOX CHAPEL ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152382296 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,064,204 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHADYSIDEACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1883 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES EDUCATION TO STUDENTS IN PRE-KINDERGARTEN THROUGH TWELFTH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 533 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,338,848 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,529,644 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,012,747 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,754,608 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,850,962 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,742,168 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$176,930 | PYOtherRevenueAmt |
| CY Other Revenue | -$28,586 | CYOtherRevenueAmt |
| PY Total Revenue | $35,025,627 | PYTotalRevenueAmt |
| CY Total Revenue | $36,997,834 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,293,923 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,602,304 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,759,870 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,566,252 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,052,015 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,957,075 | PYOtherExpensesAmt |
| CY Other Expenses | $11,652,819 | CYOtherExpensesAmt |
| PY Total Expenses | $38,010,868 | PYTotalExpensesAmt |
| CY Total Expenses | $39,821,375 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,985,241 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,823,541 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,163,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,206,770 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,863,815 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,574,505 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,299,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $91,632,265 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHADY SIDE ACADEMY OFFERS AN EXCEPTIONAL PRE-K THROUGH TWELFTH GRADE ACADEMIC AND BALANCED EDUCATIONAL EXPERIENCE BY CHALLENGING EACH STUDENT TO REALIZE HIS OR HER POTENTIAL IN A STIMULATING AND NURTURING ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $26,079,713 | ExpenseAmt |
| Grant | $4,602,304 | GrantAmt |
| Revenue | $26,693,713 | RevenueAmt |
| Desc | INSTRUCTIONAL:-THE ACADEMY ENROLLS APPROXIMATELY 1,008 STUDENTS (PRE K - 12). THE ACADEMY IS COLLEGE PREPARATORY WITH MOST SENIORS CONTINUING ON TO HIGHER EDUCATION. THE ACADEMY OPERATES FOUR SEPARATE CAMPUSES FOR COUNTRY DAY, JUNIOR, MIDDLE AND SENIOR SCHOOLS.-ATHLETICS: ALL SHADY SIDE ACADEMY STUDENTS ARE OFFERED A WIDE RANGE OF PHYSICAL ACTIVITIES THROUGHOUT THE SCHOOL YEAR TO ENCOURAGE HEALTHY CHOICES, DEVELOP SKILLS AND LEARN THE IMPORTANCE OF SPORTSMANSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,658,996 | ExpenseAmt |
| Revenue | $1,855,805 | RevenueAmt |
| Desc | AUXILIARY SERVICES:-RESIDENTIAL LIFE PROGRAM: THE ACADEMY OPERATES A FIVE AND SEVEN DAY BOARDING PROGRAM FOR APPROXIMATELY 79 STUDENT BOARDERS. THE STUDENTS ARE HOUSED IN ACADEMY DORMITORIES WITH ADMINISTRATORS AND TEACHERS WHO OVERSEE AND OPERATE THE RESIDENTIAL LIFE PROGRAM.-FOOD SERVICE: SERVES DAY STUDENTS LUNCH AND SERVES THOSE INVOLVED IN RESIDENTIAL LIFE PROGRAM BREAKFAST, LUNCH AND DINNER.-BOOK AND ATHLETIC STORES: THE STORES OFFER INDIVIDUALS THE OPPORTUNITY TO PURCHASE EDUCATIONAL TEXTBOOKS AND SUPPLIES AND ATHLETIC EQUIPMENT AND CLOTHING. THE ACADEMY REQUIRES ATHLETIC AND HEALTH CREDITS FOR GRADUATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $841,939 | ExpenseAmt |
| Revenue | $1,106,277 | RevenueAmt |
| Desc | SUMMER PROGRAMS:-SHADY SIDE ACADEMY'S SUMMER PROGRAMS PROVIDE AN ENDLESS ARRAY OF POSSIBILITIES FOR ALL KIDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,580,648 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 533 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHARINE FREDRIKSEN CFOO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129683034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 423 FOX CHAPEL ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| AMY NIXON | |||||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | 0.00 | Yes (X) | $202,750 | $0 | $37,292 | |||
| BARTLEY P GRIFFITH JR | |||||||||
| PRESIDENT | 40.00 | 0.00 | $152,750 | $0 | $65,909 | Yes (X) | |||
| GILBERT SCHNEIDER | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | $177,419 | $0 | $28,818 | Yes (X) | |||
| SOPHIE LAU | |||||||||
| HEAD OF SENIOR SCHOOL | 40.00 | 0.00 | $121,512 | $0 | $69,283 | Yes (X) | |||
| EUGENE DEAL | |||||||||
| ATHLETIC DIRECTOR | 40.00 | 0.00 | $110,259 | $0 | $36,032 | Yes (X) | |||
| TIMOTHY WINNER | |||||||||
| DIRECTOR OF EDUCATIONAL TECH | 40.00 | 0.00 | $119,916 | $0 | $23,108 | Yes (X) | |||
| ALLISON SARAS | |||||||||
| DIRECTOR ALUMNI AND DEVELOPMENT | 40.00 | 0.00 | $121,750 | $0 | $13,453 | Yes (X) | |||
| DEBRA MAUDER | |||||||||
| SECRETARY OF THE BOARD | 40.00 | 0.00 | $98,687 | $0 | $35,925 | Yes (X) | |||
| KATHERINE MIHM | |||||||||
| DIRECTOR OF ENROLLMENT MANAGEMENT | 40.00 | 0.00 | $107,327 | $0 | $13,168 | Yes (X) | |||
| MICHAEL J HANNON | |||||||||
| IMMEDIATE PAST CHAIR | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| JONATHAN M KAMIN | |||||||||
| CHAIR OF THE BOARD | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| THOMAS KARET VICE CHAIR | |||||||||
| FOR BUILDINGS AND GROUNDS | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| JEFFREY A MCDANIEL | |||||||||
| VICE CHAIR FOR COMMUNITY LIFE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| ROBERT S MULLIN | |||||||||
| VICE CHAIR FOR FINANCE, TREASURER | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| LAUREN O'BRIEN TROUTMAN | |||||||||
| VICE CHAIR FOR DEVELOPMENT | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| NICOLLE BAGNELL | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES BERNIER | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT E COCHRAN | |||||||||
| CHAIR COMMITTEE ON TRUSTEES | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KARA SALVITTI CONOMIKES | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROLAND J COSTON-CRISWELL | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DEBRA KLINE DEMCHAK | |||||||||
| CHAIR ENDOWMENT | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANNIE HANNA ENGEL | |||||||||
| CHAIR AUDIT | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM GENERETT JR | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BRYAN P GENTILE | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT GLIMCHER | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| AMIT SINGH GROVER | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHELE JEGASOTHY | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH L KELLEY | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MARY ANNE HANNA LANG | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHERYL L LITTLE | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MIROYA MONSOUR | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PRADEEP NARAYAN | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GREGG M PERELMAN | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES E ROHR JR | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SARA SCAIFE | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANN GIBBONS SCHERLIS | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| VANCE M SMITH IV | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GEORGE L STEWART II | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY B TODD | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KRISTIN WELLS | |||||||||
| TRUSTEE | 3.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,212,370 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $322,988 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| METZ CULINARY MANAGEMENT | |||||
| TWO WOODLAND DRIVE | DALLAS | PA | 18612 | FOOD SERVICE/CATERING | $1,799,861 |
| RULLI GENERAL CONSTRUCTION | |||||
| 126 23RD STREET | PITTSBURGH | PA | 15215 | CONSTRUCTION LABOR | $370,715 |
| GREG INDUSTRIES INC | |||||
| PO BOX 175 | GLENSHAW | PA | 15215 | CONSTRUCTION LABOR | $334,258 |
| NICK SCOTTI CONCRETE CONTRACTOR | |||||
| 3041 CANTERBURY DRIVE | ALLISION PARK | PA | 15101 | CONCRETE/MASONRY WORK | $226,500 |
| DRAZ'S PAINTING LLC | |||||
| 406 CHURCH LANE | ALLISION PARK | PA | 15101 | PAINTING | $179,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,529,644 | AllOtherContributionsAmt |
| Noncash Contributions | $473,600 | NoncashContributionsAmt |
| Total Contributions | $4,529,644 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | $26,693,713 | $26,693,713 | |
| AUXILIARY SERVICES | 900099 | $1,954,618 | $1,855,805 | $98,813 |
| SUMMER PROGRAMS | 900099 | $1,106,277 | $1,106,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,754,608 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,363,574 | TotalRevenueColumnAmt |
| Exclusion | $1,363,574 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,266,231 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,887,637 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,378,594 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,378,594 | TotalRevenueColumnAmt |
| Exclusion | $1,378,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $150,147 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $178,733 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,586 | TotalRevenueColumnAmt |
| Exclusion | -$28,586 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,997,834 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,655,795 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,812,395 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,569,980 | TotalAmt |
| Program Services | $4,569,980 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,324 | TotalAmt |
| Program Services | $32,324 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,146 | TotalAmt |
| Program Services | $328,985 | ProgramServicesAmt |
| Management And General | $475,016 | ManagementAndGeneralAmt |
| Fundraising | $82,145 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,615,655 | TotalAmt |
| Program Services | $11,617,861 | ProgramServicesAmt |
| Management And General | $4,374,742 | ManagementAndGeneralAmt |
| Fundraising | $623,052 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,111 | TotalAmt |
| Program Services | $583,202 | ProgramServicesAmt |
| Management And General | $222,240 | ManagementAndGeneralAmt |
| Fundraising | $42,669 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,990,524 | TotalAmt |
| Program Services | $3,203,141 | ProgramServicesAmt |
| Management And General | $718,257 | ManagementAndGeneralAmt |
| Fundraising | $69,126 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,225,816 | TotalAmt |
| Program Services | $812,902 | ProgramServicesAmt |
| Management And General | $361,450 | ManagementAndGeneralAmt |
| Fundraising | $51,464 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,273 | TotalAmt |
| Management And General | $19,273 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,382 | TotalAmt |
| Management And General | $77,382 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,784 | TotalAmt |
| Management And General | $116,784 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,928 | TotalAmt |
| Program Services | $305,928 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,117 | TotalAmt |
| Management And General | $309,543 | ManagementAndGeneralAmt |
| Fundraising | $64,574 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,493 | TotalAmt |
| Program Services | $798,738 | ProgramServicesAmt |
| Management And General | $410,193 | ManagementAndGeneralAmt |
| Fundraising | $53,562 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,922 | TotalAmt |
| Program Services | $599,783 | ProgramServicesAmt |
| Management And General | $261,139 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,272,527 | TotalAmt |
| Program Services | $1,272,527 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,146 | TotalAmt |
| Program Services | $132,851 | ProgramServicesAmt |
| Management And General | $2,063 | ManagementAndGeneralAmt |
| Fundraising | $15,232 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,391 | TotalAmt |
| Management And General | $8,391 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,715 | TotalAmt |
| Management And General | $92,715 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,389,957 | TotalAmt |
| Program Services | $1,911,966 | ProgramServicesAmt |
| Management And General | $477,991 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,322 | TotalAmt |
| Management And General | $322,322 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BUILDINGS AND GROUNDS | $3,336,542 | $1,469,276 | $1,867,266 | |
| SUMMER PROGRAMS | $841,939 | $841,939 | ||
| ENTERTAINMENT | $120,462 | $38,705 | $9,974 | $71,783 |
| EXEC SEARCH EXPENSE | $67,810 | $8,129 | $59,681 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,109 | TotalAmt |
| Program Services | $52,411 | ProgramServicesAmt |
| Management And General | $2,290 | ManagementAndGeneralAmt |
| Fundraising | -$21,592 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,821,375 | TotalAmt |
| Program Services | $28,580,648 | ProgramServicesAmt |
| Management And General | $10,188,712 | ManagementAndGeneralAmt |
| Fundraising | $1,052,015 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,715,698 | BOYAmt |
| EOY | $2,536,282 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,649,451 | BOYAmt |
| EOY | $3,553,367 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,988 | BOYAmt |
| EOY | $1,275,571 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,849 | BOYAmt |
| EOY | $833,527 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,079 | BOYAmt |
| EOY | $167,511 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,361 | BOYAmt |
| EOY | $444,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,762,529 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,148,521 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,549,859 | BOYAmt |
| EOY | $36,614,008 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,632,876 | BOYAmt |
| EOY | $56,781,765 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,163,161 | BOYAmt |
| EOY | $102,206,770 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892,592 | BOYAmt |
| EOY | $2,255,722 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,359,532 | BOYAmt |
| EOY | $2,021,690 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000,000 | BOYAmt |
| EOY | $5,787,476 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,691 | BOYAmt |
| EOY | $509,617 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,863,815 | BOYAmt |
| EOY | $10,574,505 | 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 | $31,952,606 | BOYAmt |
| EOY | $29,759,617 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,346,740 | BOYAmt |
| EOY | $61,872,648 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,299,346 | BOYAmt |
| EOY | $91,632,265 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,163,161 | BOYAmt |
| EOY | $102,206,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,823,541 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,843,540 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,109,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,173,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,149,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,338,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,529,644 | CurrentTaxYearAmt |
| Total | $28,301,153 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,109,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,173,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,149,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,338,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,529,644 | CurrentTaxYearAmt |
| Total | $28,301,153 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,027,184 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,273,969 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $824,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $939,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,072,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,269,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,363,547 | CurrentTaxYearAmt |
| Total | $5,469,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,770,638 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $145,246,843 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,911,287 | BeginningYearBalanceAmt |
| Contributions | $346,468 | ContributionsAmt |
| Investment Earnings Or Losses | $763,153 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,749,683 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,987,978 | OtherExpendituresAmt |
| End Year Balance | $61,283,247 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,282,177 | BeginningYearBalanceAmt |
| Contributions | $513,664 | ContributionsAmt |
| Investment Earnings Or Losses | $3,199,497 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,259,441 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,824,610 | OtherExpendituresAmt |
| End Year Balance | $63,911,287 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,565,023 | BeginningYearBalanceAmt |
| Contributions | $749,569 | ContributionsAmt |
| Investment Earnings Or Losses | $5,640,642 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,077,705 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,595,352 | OtherExpendituresAmt |
| End Year Balance | $63,282,177 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,790,169 | BeginningYearBalanceAmt |
| Contributions | $1,668,834 | ContributionsAmt |
| Investment Earnings Or Losses | $7,890,219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,062,724 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,721,475 | OtherExpendituresAmt |
| End Year Balance | $59,565,023 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,060,433 | BeginningYearBalanceAmt |
| Contributions | $1,877,406 | ContributionsAmt |
| Investment Earnings Or Losses | -$206,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,008,904 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,932,593 | OtherExpendituresAmt |
| End Year Balance | $52,790,169 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $555,564 | OtherCostOrOtherBasisAmt |
| Book Value | $555,564 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,328,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,809,874 | DepreciationAmt |
| Book Value | $34,518,480 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,150,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,693,868 | DepreciationAmt |
| Book Value | $456,260 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,728,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,644,779 | DepreciationAmt |
| Book Value | $1,083,704 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,614,008 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $32,919 |
| LEASE PAYABLE | $476,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $509,617 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,622,323 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,843,540 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,602,304 | OtherRevenueAmt |
| Revenue Not Reported | -$6,445,844 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,068,167 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $116,784 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$187,117 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$70,333 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,997,834 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,289,404 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $187,117 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $187,117 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,102,287 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $116,784 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,602,304 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,719,088 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,821,375 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | SHADY SIDE ACADEMY MAINTAINS ARCHIVES OF OLD PHOTOS AND SCHOOL RECORDS OF THE ACADEMY. ALL OF THE CAMPUSES DISPLAY PHOTOS AND ARTWORK BY MAINLY FORMER STUDENTS OR ALUMNI. THESE ARCHIVES PRESERVE THE HISTORY OF THE ACADEMY AND FURTHER IT'S EXEMPT PURPOSE. |
| PART V, LINE 4: | THE ACADEMY'S ENDOWMENT CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR SUPPORT OF THE ORGANIZATION'S MISSION. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE ACADEMY TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. INTERPRETATION OF RELEVANT LAW - THE TRUSTEES OF THE ACADEMY HAVE ELECTED TO BE GOVERNED BY THE COMMONWEALTH OF PENNSYLVANIA'S ACT 141 (ACT 141). ACT 141 IS A TOTAL RETURN POLICY THAT ALLOWS A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S PERMANENTLY RESTRICTED INVESTMENTS AS INCOME EACH YEAR. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS THE AMOUNT. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OF THE BOARD, IN WRITING, MUST ELECT A SPENDING RATE OF BETWEEN 2% AND 7%. IN ACCORDANCE WITH ACT 141, THE ACADEMY ANNUALLY TRANSFERS BETWEEN 5% AND 7% OF THE PREVIOUS THREE YEARS' MARKET VALUE AVERAGE OF THE RESTRICTED ENDOWMENT FUND. THIS PERCENTAGE IS APPLIED TO A 12-QUARTER AVERAGE MARKET VALUE OF THE INVESTMENTS AT JUNE 30 OF THE PREVIOUS YEAR. THE ACADEMY CLASSIFIES AS NET ASSETS RESTRICTED IN PERPETUITY ENDOWMENT FUNDS THE ORIGINAL AND SUBSEQUENT VALUE OF GIFTS DONATED TO THE ENDOWMENT. IN ACCORDANCE WITH ACT 141, THE ACADEMY HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT FUND. THE ACADEMY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND. 2. PRESERVING THE SPENDING POWER OF THE ASSETS. 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION. 4. COMPLYING WITH APPLICABLE LAWS. |
| PART X, LINE 2: | THE ACADEMY IS A NOT-FOR-PROFIT ENTITY AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ACADEMY HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. MANAGEMENT BELIEVES THAT THE ACADEMY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS PRIOR TO 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS/FINANCIAL AID -4,602,304. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -178,733. AUXILIARY EXPENSES NETTED AGAINST INCOME -8,384. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 178,733. AUXILIARY EXPENSES NETTED AGAINST INCOME 8,384. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS/FINANCIAL AID 4,602,304. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | EMPLOYMENT AND STUDENT HANDBOOKS, WEBSITE AND EMPLOYMENT ADS |
| SCHEDULE E, PART I, LINE 6 | THE ACADEMY RECEIVES DIRECT FUNDING FOR TEXTBOOKS, INSTRUCTIONAL MATERIALS AND EQUIPMENT THROUGH PENNSYLVANIA ACTS 195/90/35. THE ACADEMY RECEIVES GIFT FUNDING THAT IS MADE POSSIBLE THROUGH PARTICIPATION IN THE EITC PROGRAMS WHICH PROVIDES A TAX CREDIT TO THE BUSINESSES WHO PARTICIPATE IN THIS PROGRAM. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL PROGRAMS | $4,500 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, EQUADOR | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL PROGRAMS | $7,959 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL PROGRAMS | $6,236 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL PROGRAMS | $5,125 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL PROGRAMS | $4,500 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL PROGRAMS | $4,004 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $1,744,524 |
| 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 | $1,776,848 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,776,848 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 1 | $5,125 | DIRECT DEPOSIT OR CHECK | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 2 | $6,236 | DIRECT DEPOSIT OR CHECK | N/A | N/A |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 1 | $4,500 | DIRECT DEPOSIT OR CHECK | N/A | N/A |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 1 | $4,500 | DIRECT DEPOSIT OR CHECK | N/A | N/A |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 1 | $4,004 | DIRECT DEPOSIT OR CHECK | N/A | N/A |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 2 | $7,959 | DIRECT DEPOSIT OR CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ACADEMY AWARDS FINANCIAL AID TO QUALIFYING INDIVIDUALS TO OFFSET THE COST OF TUITION. THE PROCESS IS MANAGED BY THE ACADEMY'S BUSINESS OFFICE AND USES AN OUTSIDE PARTY TO ASSIST IN COLLECTING FINANCIAL INFORMATION FROM PARENTS. MOST FUNDING IS AWARDED BASED ON DEMONSTRATED ECONOMIC NEED AND FUNDING AVAILABLE. A VERY LIMITED NUMBER OF AWARDS ARE BASED ON OTHER MERIT CRITERIA. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID | 211 | $4,367,551 | N/A | N/A |
| TUITION DISCOUNTS | 145 | $165,479 | N/A | N/A |
| AUGUSTUS SCHROEDER AWARDS | 47 | $19,000 | N/A | N/A |
| JS DESIGNATED SCHOLAR | 1 | $17,950 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ACADEMY AWARDS FINANCIAL AID TO QUALIFYING INDIVIDUALS TO OFFSET THE COST OF TUITION. THE PROCESS IS MANAGED BY THE ACADEMY'S BUSINESS OFFICE AND USES AN OUTSIDE PARTY TO ASSIST IN COLLECTING FINANCIAL INFORMATION FROM PARENTS. MOST FUNDING IS AWARDED BASED ON DEMONSTRATED ECONOMIC NEED AND FUNDING AVAILABLE. A VERY LIMITED NUMBER OF AWARDS ARE BASED ON OTHER MERIT CRITERIA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY NIXON | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $202,500 | $0 | $250 | $0 | $0 | $0 | $14,490 | $0 | $22,802 | $0 | $240,042 | $0 | $0 | $0 |
| BARTLEY P GRIFFITH JR | ||||||||||||||
| PRESIDENT | $152,500 | $0 | $250 | $0 | $0 | $0 | $7,320 | $0 | $58,589 | $0 | $218,659 | $0 | $0 | $0 |
| GILBERT SCHNEIDER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $177,169 | $0 | $250 | $0 | $0 | $0 | $12,915 | $0 | $15,903 | $0 | $206,237 | $0 | $0 | $0 |
| SOPHIE LAU | ||||||||||||||
| HEAD OF SENIOR SCHOOL | $121,262 | $0 | $250 | $0 | $0 | $0 | $8,841 | $0 | $60,442 | $0 | $190,795 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT DOES HAVE A DISCRETIONARY SPENDING ACCOUNT BUT IT IS FOR SPECIFIC PURPOSES RELATED TO OPERATIONS, PROGRAMMING AND/OR PROFESSIONAL DEVELOPMENT. TO CONDUCT BUSINESS AND TO CARRY OUT THE MISSION OF THE ORGANIZATION, THE ORGANIZATION PROVIDES THE PRESIDENT WITH A MEMBERSHIP TO THE FOX CHAPEL GOLF CLUB. BARTLEY GRIFFITH, DEBRA MAUDER, EUGENE DEAL, AMY NIXON AND SOPHIE LAU RECEIVED NON-TAXABLE HOUSING PROVIDED BY SHADY SIDE ACADEMY IN 2019. |
| PART I, LINE 7 | AT THE DISCRETION OF THE ACADEMY BOARD OF TRUSTEES, THE PRESIDENT OF THE ACADEMY RECEIVES AN ANNUAL PERFORMANCE BONUS AND ALL EMPLOYEES RECEIVE AN ANNUAL BONUS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $473,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF STOCK CONTRIBUTIONS THROUGH JUNE 30, 2020. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DUE TO COVID, THE ACADEMY HAD TO MAKE MANY SIGNIFICANT CHANGES TO PROGRAM SERVICES. FIRST, IN-PERSON CLASSROOM INSTRUCTION CEASED IN MID-MARCH AND REMAINED A REMOTE LEARNING ENVIRONMENT THROUGH THE END OF THE ACADEMIC YEAR. SECOND, THE DORMITORIES WERE CLOSED TO STUDENTS FROM END OF MARCH THROUGH THE END OF THE ACADEMIC YEAR. THIRD, ALL RENTALS OF ACADEMY GROUNDS AND BUILDINGS CEASED IN MID-MARCH THROUGH THE REMAINDER OF THE FISCAL YEAR. FOURTH, MOST SUMMER PROGRAMS WERE CANCELED WITH THE EXCEPTION OF A FEW SUMMER SCHOOL CLASSES WHICH WERE ABLE TO PIVOT TO AN ONLINE FORMAT. FINALLY, ALL AFTER SCHOOL, IN-SERVICE DAY AND BREAK CAMPS WERE CANCELED FROM MID-MARCH THROUGH THE END OF THE FISCAL YEAR. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE, WHEN NECESSARY OR DESIRABLE BETWEEN MEETINGS OF THE BOARD, HAVE AND PERFORM ALL THE POWERS AND DUTIES OF THE BOARD; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE ANY OF THE POWERS SPECIFICALLY RESERVED TO THE BOARD BY LAW OR THESE BY-LAWS OR THE POWER TO ALTER THE FUNDAMENTAL POLICIES OF THE BOARD. THE ESTABLISHMENT OF AN EXECUTIVE COMMITTEE AND THE DELEGATION THERETO OF POWER AND AUTHORITY SHALL NOT RELIEVE ANY TRUSTEE OF HIS FIDUCIARY RELATIONSHIP AND RESPONSIBILITY TO THE ACADEMY, AND EACH TRUSTEE SHALL DISCHARGE HIS DUTIES IN GOOD FAITH AND WITH THAT DILIGENCE, CARE AND SKILL WHICH AN ORDINARILY PRUDENT PERSON WOULD EXERCISE UNDER SIMILAR CIRCUMSTANCES. |
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES MARY ANNE HANNA LANG AND ANNIE HANNA ENGEL HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | AN INDIVIDUAL ELECTED PRESIDENT OF THE ALUMNI COUNCIL SHALL COMMENCE TO SERVE A THREE YEAR TERM AS TRUSTEE ON THE JULY 1 NEXT FOLLOWING THE ASSUMPTION OF OFFICE AS PRESIDENT OF THE ALUMNI COUNCIL. PURSUANT TO THE AFFILIATION AGREEMENT DATED AUGUST 11, 2016 BETWEEN FOX CHAPEL COUNTRY DAY SCHOOL INC. (HEREINAFTER REFERRED TO AS "FCCDS") AND THE ACADEMY, THE INDIVIDUAL WHO WAS THE PRESIDENT OF THE FCCDS BOARD OF TRUSTEES AS OF AUGUST 11, 2016 (IN CONSULTATION WITH THE HEAD OF SCHOOL OF FCCDS) SHALL ELECT (I) TWO TRUSTEES TO SERVE TERMS BEGINNING JULY 1, 2016, (II) TWO TRUSTEES TO SERVE TERMS BEGINNING JULY 1, 2017, (III) TWO TRUSTEES TO SERVE TERMS BEGINNING JULY 1, 2019 (WHICH TRUSTEES MAY BE THE SAME TRUSTEES ELECTED PURSUANT TO SECTION 1.10(A)(I)), AND (IV) TWO TRUSTEES TO SERVE TERMS BEGINNING JULY 1, 2020 (WHICH TRUSTEES MAY BE THE SAME TRUSTEES ELECTED PURSUANT TO SECTION 1.10(A)(II)) |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY MANAGEMENT AND BY THE AUDIT COMMITTEE. A COPY OF FORM 990 IS DISTRIBUTED TO BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN EXPLANATION OF THE CONFLICT OF INTEREST POLICY IS PRESENTED TO ALL BOARD OF TRUSTEE MEMBERS AT THE START OF EACH SCHOOL YEAR. ANNUAL DISCLOSURE FORMS ARE DISTRIBUTED AND INFORMATION IS THEN SENT TO THE BUSINESS OFFICE WHERE IT IS REVIEWED AND MAINTAINED ON FILE THROUGHOUT THE YEAR. CONFLICTS OF INTEREST DISCLOSURE FORMS ARE FORWARDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ACADEMY'S CHAIRMAN OF THE BOARD SELECTS CERTAIN BOARD MEMBERS TO COMPRISE A COMPENSATION COMMITTEE. THIS GROUP ANALYZES DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND OTHER LOCAL SURVEYS TO DETERMINE APPROPRIATE SALARY RANGES FOR THE POSITIONS OF PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE ACADEMY. IN ADDITION, THE ACADEMY ENGAGES THE SERVICES OF LOCAL LEGAL COUNSEL TO ASSIST IN THE REVIEW AND PREPARATION OF EMPLOYMENT CONTRACTS AND/OR AGREEMENTS. THE ACADEMY'S PRESIDENT ANALYZES DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, THE PENNSYLVANIA ASSOCIATION OF INDEPENDENT SCHOOLS, AND OTHER LOCAL SURVEYS TO DETERMINE APPROPRIATE SALARY RANGES FOR OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | SHADY SIDE ACADEMY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY STATEMENT AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST THROUGH THE ACADEMY'S BUSINESS OFFICE. |
| FORM 990, PART VII, EMERITI TRUSTEES WITH NO VOTING RIGHTS: | G. NICHOLAS BECKWITH, III; PAUL BENEDUM, JR.; MICHAEL P. CASEY; FLOYD A. CEPHAS, SR.; MARY ELLEN COSTA; JOHN P. DAVIS, JR.; JOHN H. DEMMLER; DIANE M. FISHER; WILLIAM P. GETTY; LAWRENCE N. GUMBERG; STEPHEN F. HALPERN; KARL F. KRIEGER; J. STEPHEN LEE; ANNE V. LEWIS; W. THOMAS MCGOUGH, JR.; EDWIN F. SCHEETZ, JR.; SUSANNE C. WEAN; JAMES H. WOLF. |
| FORM 990, PART XII, QUESTION 2C, FINANCIAL STATEMENTS AND REPORTING: | AS A SUB-COMMITTEE OF THE FINANCE COMMITTEE, THE AUDIT COMMITTEE IS CHARGED WITH THE SELECTION OF AN OUTSIDE INDEPENDENT AUDIT FIRM. THIS IS REVIEWED ANNUALLY AND, BASED ON CONTRACT TERMS WITH THE CURRENT FIRM AT THE TIME, THE COMMITTEE DETERMINES WHEN TO NEGOTIATE CONTINUED RATES AND/OR TO REQUEST BIDS FROM OTHER FIRMS. PRIOR TO THE RELEASE OF THE FINAL FINANCIAL STATEMENTS THE AUDIT COMMITTEE MEETS WITH THE AUDIT TEAM FROM THE INDEPENDENT AUDIT FIRM AS WELL AS MANAGEMENT CHARGED WITH AUDIT RESPONSIBILITIES TO REVIEW AND DISCUSS THE DRAFT FINANCIAL STATEMENTS AND THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SHADY SIDE ACADEMY FOUNDATION | ||||||||||
| 423 FOX CHAPEL ROAD | PITTSBURGH | PA | 15238 | 251754941 | INACTIVE | PA | 501(C)(3) | LINE 12A, I | SHADY SIDE ACADEMY | Yes (1) |
| FOX CHAPEL COUNTRY DAY SCHOOL | ||||||||||
| 620 SQUAW RUN ROAD EAST | PITTSBURGH | PA | 15238 | 250952071 | SUPPORTING ORG | PA | 501(C)(3) | LINE 12A, I | SHADY SIDE ACADEMY | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLED INCOME FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SPLIT-INTEREST TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | 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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