HAMPTON ROADS ACADEMY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HAMPTON ROADS ACADEMY (EIN 54-0659912)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-03
- IRS object ID
- 202010349349300286
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-03T12:26:46-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Boush Street Suite 1100 | AddressLine1Txt |
| City | Norfolk | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540659912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hampton Roads Academy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE OFFICERS | InCareOfNm |
| Business Name Control | HAMP | BusinessNameControlTxt |
| Phone | 7578849100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 Academy Lane | AddressLine1Txt |
| City | Newport News | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MERTZ | PersonNm |
| Person Title | HEADMASTER | PersonTitleTxt |
| Phone | 7578849152 | PhoneNum |
| Signature | 2019-12-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James E Prince III | PreparerPersonNm |
| PTIN | P00559346 | PTIN |
| Phone | 7576407190 | PhoneNum |
| Preparation | 2019-12-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.30.229.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54222620200345000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-02-03 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD20C639064E5323A576B6DADCB5D8D641F2BD99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 43F1791EC8C5CA1F20FD56D5F8567203A611C732 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER MERTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 Academy Lane | AddressLine1Txt |
| City | Newport News | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,459,189 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hra.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Hampton Roads Academy is a co-ed, private, independent, day school for grades Pre-K through 12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 251 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,279,898 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,961,518 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,774,759 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,008,753 | CYProgramServiceRevenueAmt |
| PY Investment Income | $268,829 | PYInvestmentIncomeAmt |
| CY Investment Income | $89,201 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,995 | PYOtherRevenueAmt |
| CY Other Revenue | $22,187 | CYOtherRevenueAmt |
| PY Total Revenue | $15,336,481 | PYTotalRevenueAmt |
| CY Total Revenue | $16,081,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,470,866 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,288,424 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,415,917 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,277,660 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $153,052 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $172,512 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,404,430 | PYOtherExpensesAmt |
| CY Other Expenses | $3,119,095 | CYOtherExpensesAmt |
| PY Total Expenses | $13,291,213 | PYTotalExpensesAmt |
| CY Total Expenses | $12,838,231 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,045,268 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,243,428 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,001,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,809,395 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,893,291 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,496,722 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,108,428 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,312,673 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HAMPTON ROADS ACADEMY PREPARES STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE 12 INTELLECTUALLY, ARTISTICALLY, PHYSICALLY AND MORALLY FOR HIGHER EDUCTION AND FOR LIFE WITHIN AN INCLUSIVE COMMUNITY OF SERVICE, COMPASSION AND EXCELLENCE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,934,571 | ExpenseAmt |
| Revenue | $11,331,402 | RevenueAmt |
| Desc | INSTRUCTION AND STUDENT ACTIVITIES FOR 624 STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,288,424 | ExpenseAmt |
| Grant | $1,288,424 | GrantAmt |
| Desc | FINANCIAL AID FOR 135 STUDENTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $427,318 | ExpenseAmt |
| Revenue | $677,351 | RevenueAmt |
| Desc | BOARDING FOR INTERNATIONAL STUDENTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,650,313 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 251 | 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 | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | 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 |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE OFFICERS | PersonNm |
| Phone | 7578849100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 ACADEMY LANE | AddressLine1Txt |
| City | Newport News | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23602 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Alison V Lennarz | |||||||
| Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Thomas Meehan | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Keith Vander Vennet | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Bruce Gearey | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| David Abbott | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jenny David | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Vernon M Geddy | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Michael Helpinstill | |||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Naved Jafri | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Wendy Montgomery | |||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tracy Shackelford | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Allison Parks Hale | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mary P Blalock | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| W Bruce Jackson | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Phillip C Jones | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Terry L Tang | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mark S Sarrett | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Brantlee Lemmink | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Drina Northam | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Larry Pope | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Tasha Rose | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Peter W Mertz | |||||||
| Headmaster | 50.0 | 0.0 | Yes (X) | $275,274 | $0 | $19,984 | |
| Ronald DeChirico | |||||||
| Director of Finance&Operations | 50.0 | 0.0 | Yes (X) | $123,750 | $0 | $6,776 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $399,024 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,760 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W M Jordan Company | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11010 Jefferson Avenue | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Construction | ServicesDesc |
| Compensation | $2,324,921 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $29,875 | FundraisingAmt |
| All Other Contributions | $3,931,643 | AllOtherContributionsAmt |
| Total Contributions | $3,961,518 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TUITION AND FEES | $10,601,601 | $10,601,601 |
| BOARDING REVENUE | $677,351 | $677,351 |
| AUXILIARY SERVICES | $506,448 | $506,448 |
| PARENTS' ASSOCIATION | $33,430 | $33,430 |
| MISCELLANEOUS | $173,452 | $173,452 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,471 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,471 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,008,753 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,535 | TotalRevenueColumnAmt |
| Exclusion | $69,535 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,279,256 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,259,590 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,666 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,666 | TotalRevenueColumnAmt |
| Exclusion | $19,666 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,748 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $29,875 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,667 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81 | TotalRevenueColumnAmt |
| Exclusion | $81 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $124,380 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $102,273 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,106 | TotalRevenueColumnAmt |
| Exclusion | $22,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,081,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,008,753 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $111,388 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,424 | TotalAmt |
| Program Services | $1,288,424 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,516 | TotalAmt |
| Program Services | $140,000 | ProgramServicesAmt |
| Management And General | $275,516 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,489,246 | TotalAmt |
| Program Services | $4,762,259 | ProgramServicesAmt |
| Management And General | $1,726,987 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,644 | TotalAmt |
| Program Services | $214,233 | ProgramServicesAmt |
| Management And General | $71,411 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,012 | TotalAmt |
| Program Services | $451,509 | ProgramServicesAmt |
| Management And General | $150,503 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,242 | TotalAmt |
| Program Services | $339,670 | ProgramServicesAmt |
| Management And General | $145,572 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125 | TotalAmt |
| Management And General | $125 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,685 | TotalAmt |
| Management And General | $88,685 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,052 | TotalAmt |
| Fundraising | $153,052 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,045 | TotalAmt |
| Program Services | $2,045 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,370 | TotalAmt |
| Management And General | $58,370 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,614 | TotalAmt |
| Program Services | $316,483 | ProgramServicesAmt |
| Management And General | $208,328 | ManagementAndGeneralAmt |
| Fundraising | $12,803 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,494 | TotalAmt |
| Program Services | $256,494 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,091 | TotalAmt |
| Program Services | $364,647 | ProgramServicesAmt |
| Management And General | $76,444 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,921 | TotalAmt |
| Program Services | $42,891 | ProgramServicesAmt |
| Management And General | $36,030 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,448 | TotalAmt |
| Program Services | $59,460 | ProgramServicesAmt |
| Management And General | $9,425 | ManagementAndGeneralAmt |
| Fundraising | $3,563 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,874 | TotalAmt |
| Program Services | $659,874 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,735 | TotalAmt |
| Management And General | $78,735 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INSTRUCTION EXPENSE | $121,443 | $113,623 | $7,820 |
| INTERNATIONAL PROGRAM | $427,318 | $427,318 | |
| ATHLETICS | $86,262 | $86,262 | |
| MISCELLANEOUS | $81,834 | $48,484 | $33,350 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,836 | TotalAmt |
| Program Services | $76,637 | ProgramServicesAmt |
| Management And General | $48,105 | ManagementAndGeneralAmt |
| Fundraising | $3,094 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,838,231 | TotalAmt |
| Program Services | $9,650,313 | ProgramServicesAmt |
| Management And General | $3,015,406 | ManagementAndGeneralAmt |
| Fundraising | $172,512 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,934 | BOYAmt |
| EOY | $2,160,707 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,983,324 | BOYAmt |
| EOY | $3,177,224 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,823 | BOYAmt |
| EOY | $594,631 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| 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 | $9,230 | BOYAmt |
| EOY | $5,510 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,383 | BOYAmt |
| EOY | $22,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,926,670 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,905,118 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,682,567 | BOYAmt |
| EOY | $14,021,552 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,433,299 | BOYAmt |
| EOY | $2,825,170 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,159 | BOYAmt |
| EOY | $1,729 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,001,719 | BOYAmt |
| EOY | $22,809,395 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,358 | BOYAmt |
| EOY | $806,461 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091,022 | BOYAmt |
| EOY | $2,669,394 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,145,483 | BOYAmt |
| EOY | $2,890,767 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,428 | BOYAmt |
| EOY | $130,100 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,893,291 | BOYAmt |
| EOY | $6,496,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,561,639 | BOYAmt |
| EOY | $9,886,183 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,723,273 | BOYAmt |
| EOY | $5,602,974 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,516 | BOYAmt |
| EOY | $823,516 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,108,428 | BOYAmt |
| EOY | $16,312,673 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,001,719 | BOYAmt |
| EOY | $22,809,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,243,428 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$39,183 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,503,671 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,492 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $2,042,163 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,323,238 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $180,433 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,503,671 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,137,970 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $238,268 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,000 | OtherExpendituresAmt |
| End Year Balance | $2,323,238 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,209,018 | BeginningYearBalanceAmt |
| Contributions | $1,764 | ContributionsAmt |
| Investment Earnings Or Losses | -$72,812 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,137,970 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,185,256 | BeginningYearBalanceAmt |
| Contributions | $1,288 | ContributionsAmt |
| Investment Earnings Or Losses | $22,474 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,209,018 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.40330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.59670 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,723 | OtherCostOrOtherBasisAmt |
| Book Value | $70,723 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,075,724 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,091,179 | DepreciationAmt |
| Book Value | $10,984,545 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $624,441 | OtherCostOrOtherBasisAmt |
| Depreciation | $624,427 | DepreciationAmt |
| Book Value | $14 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,418,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,189,512 | DepreciationAmt |
| Book Value | $228,719 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,737,551 | OtherCostOrOtherBasisAmt |
| Book Value | $2,737,551 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,021,552 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND DEPOSITS | Desc |
| Amt | $130,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $130,100 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI & XII, LINE 2D - OTHER ADJUSTMENTS | COST OF GOODS SOLD 102,273; FUNDRAISER EXPENSES 15,667 |
| TAX DISCLOSURE | THE ACADEMY AND THE FOUNDATION ARE NONPROFIT ORGANIZATIONS DESCRIBED IN 501 (C) (3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FORM FEDERAL AND STATE INCOME TAXES. EXEMPT ORGANIZATIONS ARE SUBJECT TO TAX ON INCOME FROM REGULARLY CONDUCTED TRADE OR BUSINESS ACTIVITIES THAT ARE NOT SUBSTANTIALLY RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATIONS FOR THREE YEARS FROM THE DATE FILED. THIS PERIOD OF LIMITATIONS HAS EXPIRED FOR RETURNS FILED FOR TAX YEARS 2013 AND EARLIER. MANAGEMENT CONTINUALLY EVALUATES THE TAX POSITIONS REFLECTED IN THE ACADEMY'S TAX FILINGS AND DOES NOT BELIEVE ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. |
| PART V, LINE 4 | SCHOLARSHIPS, OPERATING REVENUE AND GROWTH FOR SCHOOL FUTURE. |
| Part XI & XII, Line 4b - Other Adjustments | Financial Aid 1,470,866 |
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 | FormAndLineReferenceDesc |
| Explanation | policy is printed on all literature and print ads used for marketing and solicitation | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $45,624 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $29,876 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,748 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,740 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,934 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,993 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $45,624 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $29,876 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,748 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,740 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,934 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,993 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,667 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $81 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NEED BASED FINANCIAL AID | GrantTypeTxt |
| Recipient | 135 | RecipientCnt |
| Cash Grant | $1,288,424 | CashGrantAmt |
| Valuation Method Used | BOOK VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I PART IV | FormAndLineReferenceDesc |
| Explanation | ALL FINANCIAL AID IS BASED ON NEED. APPLICANTS SUBMIT PROOF OF INCOME (E.G.,BFEDERAL INCOME TAX RETURNS) WITH THE FINANCIAL AID APPLICATION. FINANCIAL AID APPLICATIONS WITH SUPPORTING DOCUMENTS ARE REVIEWED BY A NON-PARTISAN COMMITTEE. | 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 |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter W Mertz | PersonNm |
| Title | Headmaster | TitleTxt |
| Base Compensation Filing Org | $275,274 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $19,984 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $295,258 | TotalCompensationFilingOrgAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD REVIEWS AND APPROVES FORM 990 PREPARED BY A QUALIFIED, INDEPENDENT ACCOUNTING FIRM |
| FORM 990, PART VI, SECITON B, LINE 12C | IN THE EVENT THE SCHOOL IS IN NEED OF GOODS AND SERVICES THAT MAY BE PROVIDED BY AN ORGANIZATION OR COMPANY WHICH A TRUSTEE IS PART OF, IT IS ALWAYS DISCUSSED AT THE BOARD LEVEL AND ADDITIONAL BIDS ARE OBTAINED. ALL BOARD MEMBERS ARE MADE KNOWN OF THE POTENTIAL CONFLICT OF INTEREST AND ALLOWED TO SPEAK ON IT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEADMASTER IS THE ONLY PERSON THAT IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. HE IS EVALUATED USING THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) GUIDELINES AND HIS CONTRACT IS ISSUED USING NAIS COMPARATIVE DATA AND GUIDELINES. |
| FORM 990, PART VI, SECITON C, LINE 19 | NON-PUBLIC, ONLY AVAILABLE TO EMPLOYEES AND TRUSTEES UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRA SCHOLARSHIP FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 ACADEMY LANE | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811823465 | EIN |
| Primary Activities | FINANCIAL AID | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRA SCHOLARSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $20,648 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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