MIDLAND SCHOOL CORPORATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MIDLAND SCHOOL CORPORATION (EIN 95-1684072)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-10
- IRS object ID
- 202520419349300227
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-10T11:48:44-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E CARRILLO ST STE 300 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951684072 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDLAND SCHOOL CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDL | BusinessNameControlTxt |
| Phone | 8056885114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8 | AddressLine1Txt |
| City | LOS OLIVOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANNAH NELSON | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 8056885114 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISLEY N REED CPA | PreparerPersonNm |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HANNAH NELSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8 | AddressLine1Txt |
| City | LOS OLIVOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,016,575 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIDLAND-SCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MIDLAND SCHOOL PROVIDES A DISTINCTIVE CO-EDUCATIONAL BOARDING SCHOOL (SEE SCHEDULE O) EXPERIENCE TO A DIVERSE STUDENT BODY IN GRADES 9-12. THROUGH STUDY AND WORK, MIDLAND TEACHES THE VALUE OF A LIFETIME OF LEARNING, SELF-RELIANCE, SIMPLICITY, RESPONSIBILITY TO COMMUNITY AND A LOVE FOR THE OUTDOORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,288,354 | PYContributionsGrantsAmt |
| CY Contributions Grants | $906,505 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,684,388 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,881,542 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,373,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $886,955 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,345,806 | PYTotalRevenueAmt |
| CY Total Revenue | $7,675,002 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,449,519 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,538,900 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,070,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,477,846 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $239,575 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,300,057 | PYOtherExpensesAmt |
| CY Other Expenses | $2,892,549 | CYOtherExpensesAmt |
| PY Total Expenses | $6,820,323 | PYTotalExpensesAmt |
| CY Total Expenses | $7,909,295 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,525,483 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$234,293 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,854,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,887,691 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,097,910 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,720,728 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,756,186 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,166,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MIDLAND SCHOOL PROVIDES A DISTINCTIVE CO-EDUCATIONAL BOARDING SCHOOL EXPERIENCE TO A DIVERSE STUDENT BODY IN GRADES 9-12. THROUGH STUDY AND WORK, MIDLAND TEACHES THE VALUE OF A LIFETIME OF LEARNING, SELF-RELIANCE, SIMPLICITY, RESPONSIBILITY TO (SEE SCHEDULE O) COMMUNITY AND A LOVE FOR THE OUTDOORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,053,024 | ExpenseAmt |
| Grant | $1,538,900 | GrantAmt |
| Revenue | $5,881,542 | RevenueAmt |
| Desc | MIDLAND SCHOOL, LOCATED ON A 2,860-ACRE RANCH AT THE EDGE OF THE LOS PADRES NATIONAL FOREST IN SANTA BARBARA COUNTY, HAS BEEN THE LEADER OF PLACE-BASED EDUCATION SINCE 1932. EVERYTHING WE DO-FROM THE COURSES WE CHOOSE TO TEACH TO HOW WE MAINTAIN OUR CAMPUS TO THE WAY WE FEED OURSELVES-ORIGINATES FROM AN INTENTIONAL CURRICULUM THAT FOCUSES NOT ONLY ON COLLEGE PREPARATORY CLASSES, BUT ALSO ON LEADERSHIP, COMMUNITY, AND STEWARDSHIP. OUR SCALE EMPOWERS STUDENTS WITH AUTHENTIC LEADERSHIP OPPORTUNITIES, PROVIDES HIGHLY PERSONALIZED LEARNING, AND INSPIRES THE PURSUIT OF INTELLECTUAL PASSIONS. AT MIDLAND, THIRTY-SEVEN PERCENT OF OUR STUDENTS IDENTIFY AS STUDENTS OF COLOR, OVER HALF RECEIVE GENEROUS FINANCIAL AID TO ATTEND, AND THE DEPTH OF OUR BOARDING EXPERIENCE FACILITATES BOTH TOP-TIER COLLEGE ADMISSIONS AND FUTURE SUCCESS. | Desc |
| Total Program Service Expenses | $6,053,024 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEX TATE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056885114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 FIGUEROA MOUNTAIN ROAD | AddressLine1Txt |
| City | LOS OLIVOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93441 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| EDWIN S FRIENDLY III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SCHUYLER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM MONE | |||||||
| PRESIDENT/CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETER EWING | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GRETCHEN COLLARD | |||||||
| VICE PRESIDENT/CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANDREW MCCARTHY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MANUEL ESPITIA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC HOLDEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| J SASSAMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON BURNS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HOP HOPKINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN BARAL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA DAVIS-SUSKIND | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIEGO MARCOGLIESE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD MCCOY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FANRUI SHA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM XU | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA GARRETT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BEDONNA SMITH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER BARNES | |||||||
| HEAD OF SCHOOL | 40.00 | $269,955 | $0 | $33,284 | Yes (X) | ||
| ALEX TATE | |||||||
| DIRECTOR OF FINANCE & OPS | 40.00 | $83,258 | $0 | $7,957 | Yes (X) | ||
| CIERRA RICKMAN | |||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | $117,588 | $0 | $9,562 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $470,801 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,803 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FRANK SCHIPPER CONSTRUCTION COMPANY | |||||
| 610 E COTA ST | SANTA BARBARA | CA | 93103 | CONSTRUCTION | $944,185 |
| LITLE CONSTRUCTION INC | |||||
| 3027 TIANA DR | SANTA YNEZ | CA | 93460 | CONSTRUCTION | $168,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $906,505 | AllOtherContributionsAmt |
| Total Contributions | $906,505 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $5,782,026 | $5,782,026 |
| MISCELLANEOUS | 611600 | $99,516 | $99,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,881,542 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,269 | TotalRevenueColumnAmt |
| Exclusion | $404,269 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,824,259 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,341,573 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $482,686 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $482,686 | TotalRevenueColumnAmt |
| Exclusion | $482,686 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,675,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,881,542 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $886,955 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,538,900 | TotalAmt |
| Program Services | $1,538,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,162 | TotalAmt |
| Management And General | $411,030 | ManagementAndGeneralAmt |
| Fundraising | $33,132 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,456,458 | TotalAmt |
| Program Services | $1,918,952 | ProgramServicesAmt |
| Management And General | $436,362 | ManagementAndGeneralAmt |
| Fundraising | $101,144 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,781 | TotalAmt |
| Program Services | $103,591 | ProgramServicesAmt |
| Management And General | $14,702 | ManagementAndGeneralAmt |
| Fundraising | $5,488 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,892 | TotalAmt |
| Program Services | $183,817 | ProgramServicesAmt |
| Management And General | $70,792 | ManagementAndGeneralAmt |
| Fundraising | $14,283 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,553 | TotalAmt |
| Program Services | $120,049 | ProgramServicesAmt |
| Management And General | $54,728 | ManagementAndGeneralAmt |
| Fundraising | $9,776 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,328 | TotalAmt |
| Management And General | $19,328 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,324 | TotalAmt |
| Management And General | $60,324 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,951 | TotalAmt |
| Management And General | $88,951 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,109 | TotalAmt |
| Program Services | $36,936 | ProgramServicesAmt |
| Management And General | $90,173 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,023 | TotalAmt |
| Program Services | $36 | ProgramServicesAmt |
| Management And General | $643 | ManagementAndGeneralAmt |
| Fundraising | $41,344 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,874 | TotalAmt |
| Program Services | $998 | ProgramServicesAmt |
| Management And General | $31,582 | ManagementAndGeneralAmt |
| Fundraising | $2,294 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,179 | TotalAmt |
| Program Services | $60,523 | ProgramServicesAmt |
| Management And General | $13,729 | ManagementAndGeneralAmt |
| Fundraising | $11,927 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,734 | TotalAmt |
| Program Services | $167,946 | ProgramServicesAmt |
| Management And General | $2,340 | ManagementAndGeneralAmt |
| Fundraising | $1,448 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,452 | TotalAmt |
| Program Services | $22,866 | ProgramServicesAmt |
| Management And General | $9,688 | ManagementAndGeneralAmt |
| Fundraising | $11,898 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,372 | TotalAmt |
| Program Services | $22,340 | ProgramServicesAmt |
| Management And General | $7,284 | ManagementAndGeneralAmt |
| Fundraising | $1,748 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,568 | TotalAmt |
| Management And General | $127,568 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,527 | TotalAmt |
| Program Services | $794,527 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,773 | TotalAmt |
| Program Services | $417,773 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $196,457 | $195,211 | $823 | $423 |
| ANIMAL CARE | $165,154 | $165,154 | ||
| ADMISSIONS | $152,763 | $152,763 | ||
| REPAIRS AND MAINTENANCE | $124,910 | $123,595 | $1,116 | $199 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,051 | TotalAmt |
| Program Services | $179,810 | ProgramServicesAmt |
| Management And General | $22,770 | ManagementAndGeneralAmt |
| Fundraising | $4,471 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,909,295 | TotalAmt |
| Program Services | $6,053,024 | ProgramServicesAmt |
| Management And General | $1,616,696 | ManagementAndGeneralAmt |
| Fundraising | $239,575 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,193,521 | BOYAmt |
| EOY | $4,371,429 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,439 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,065 | BOYAmt |
| EOY | $42,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,259,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,466,894 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,676,081 | BOYAmt |
| EOY | $16,792,361 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,224,990 | BOYAmt |
| EOY | $17,681,664 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,854,096 | BOYAmt |
| EOY | $38,887,691 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,909 | BOYAmt |
| EOY | $196,670 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602,996 | BOYAmt |
| EOY | $2,548,220 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,975,005 | BOYAmt |
| EOY | $3,975,838 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,097,910 | BOYAmt |
| EOY | $6,720,728 | 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 | $17,919,434 | BOYAmt |
| EOY | $18,166,499 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,836,752 | BOYAmt |
| EOY | $14,000,464 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,756,186 | BOYAmt |
| EOY | $32,166,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,854,096 | BOYAmt |
| EOY | $38,887,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$234,293 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,645,070 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 2727.00 | TotalAcreageCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,924,430 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,443,074 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $414,744 | OtherExpendituresAmt |
| End Year Balance | $17,952,760 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,480,562 | BeginningYearBalanceAmt |
| Contributions | $35,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,641,279 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,232,411 | OtherExpendituresAmt |
| End Year Balance | $15,924,430 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,919,319 | BeginningYearBalanceAmt |
| Contributions | $31,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,910,357 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,559,400 | OtherExpendituresAmt |
| End Year Balance | $15,480,562 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,363,850 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $5,242,600 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $687,231 | OtherExpendituresAmt |
| End Year Balance | $22,919,319 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,168,724 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | $855,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $661,467 | OtherExpendituresAmt |
| End Year Balance | $18,363,850 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28960 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71040 | PrmnntEndowmentBalanceEOYPct |
| 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 | $54,639 | OtherCostOrOtherBasisAmt |
| Book Value | $54,639 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,490,549 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,798,676 | DepreciationAmt |
| Book Value | $14,691,873 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $786,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $193,611 | DepreciationAmt |
| Book Value | $592,770 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,387,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $341,672 | DepreciationAmt |
| Book Value | $1,046,079 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $539,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,935 | DepreciationAmt |
| Book Value | $407,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,792,361 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,692,221 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,645,070 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,645,070 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,047,151 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $88,951 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,538,900 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,627,851 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,675,002 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,281,444 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,281,444 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $88,951 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,538,900 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,627,851 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,909,295 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED EITHER BY DONORS AND OR BY RESOURCES SET ASIDE BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. DONOR-RESTRICTED ENDOWMENT FUNDS ARE FURTHER DIVIDED INTO THOSE THAT PROVIDE A PERPETUAL SOURCE OF SUPPORT FOR THE SCHOOL'S ACTIVITIES AND THOSE THAT ARE RESTRICTED BY DONORS TO INVESTMENT FOR A SPECIFIED TERM. |
| PART X, LINE 2: | THE SCHOOL IS A CALIFORNIA NONPROFIT CORPORATION, WHICH IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION NUMBER 501(C)(3) AND STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D); THEREFORE, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE SCHOOL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. THE SCHOOL EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLE ESTIMABLE. AS OF JUNE 30, 2024, THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE SCHOOL FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED BEFORE JUNE 30, 2020 AND 2019, RESPECTIVELY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE 1,538,900. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE 1,538,900. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORGIN TO ALL RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, FINANCIAL ASSISTANCE, AND OTHER SCHOOL-ADMINISTERED PROGRAMS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 36 | RecipientCnt |
| Cash Grant | $1,538,900 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL ASSISTANCE IS IN THE FORM OF FINANCIAL ASSISTANCE AND IS USED FOR TUITION FOR SELECTED STUDENTS IN ORDER FOR THEM TO ATTEND THE SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER BARNES | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $269,955 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $26,712 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,572 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $303,239 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | MIDLAND SCHOOL CORPORATION IS AN INDEPENDENT BOARDING SCHOOL. AS A CONVENIENCE TO THE SCHOOL AND INTEGRAL TO OUR PROGRAM, WE REQUIRE MOST FACULTY MEMBERS AND SEVERAL ADMINISTRATORS TO LIVE IN ON-CAMPUS HOUSING IN ORDER TO OFFER EXPERIENTIAL LEARNING OPPORTUNITIES TO STUDENTS OUTSIDE OF REGULAR CLASSROOM HOURS AND TO PROVIDE RESIDENTIAL LIFE AND JOBS PROGRAM SUPPORT SERVICES TO OUR STUDENTS. OUR HEAD OF SCHOOL'S HOME IS ALSO USED TO HOST STUDENTS DURING WEEKLY CLUB NIGHTS AND TO ENTERTAIN ALUMNI, BOARD TRUSTEES, STUDENTS, AND FACULTY THROUGHOUT THE YEAR. THIS HOUSING IS A SPECIFIC CONDITION OF EMPLOYMENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE IRS FORM 990 IS FIRST REVIEWED BY THE AUDIT, FINANCE, AND EXECUTIVE COMMITTEES OF THE BOARD IN ADDITION TO THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS. NEXT, AN ELECTRONIC COPY IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW AND COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD, OFFICERS, AND KEY EMPLOYEES ARE ANNUALLY PROVIDED A COPY OF THE TRUSTEE'S HANDBOOK, WHICH INCLUDES THE SCHOOL'S CONFLICT OF INTEREST POLICY. AS A PART OF THE SCHOOL'S ANNUAL AUDIT PROCESS, TRUSTEES ARE ASKED TO COMPLETE A WRITTEN QUESTIONNAIRE DECLARING ANY CONFLICTS OR KNOWLEDGE THEREOF. THE CHAIR OF THE AUDIT COMMITTEE IS NOTIFIED OF ANY POTENTIAL CONFLICTS AND TAKES APPROPRIATE ACTION AS NEEDED. IF THE AUDIT COMMITTEE CHAIR IS A PARTY TO THE CONFLICT, THE EXECUTIVE COMMITTEE OF THE BOARD IS NOTIFIED AND TAKES APPROPRIATE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANALYZES, REVIEWS, AND SETS THE COMPENSATION FOR THE HEAD OF SCHOOL. AS A PART OF THAT PROCESS, THE EXECUTIVE COMMITTEE UTILIZES COMPARATIVE COMPENSATION DATA FROM PEER SCHOOLS AND FROM INDEPENDENT SCHOOL BENCHMARKING METRICS AND ASSESSES THE HEAD OF SCHOOL'S ATTAINMENT OF SPECIFIC GOALS AND PERFORMANCE MEASURES. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C: | THE SCHOOL HAS ESTABLISHED AN AUDIT COMMITTEE TO OVERSEE THE ANNUAL FINANCIAL STATEMENT AUDIT. |
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