ACADEMY AT CHARLEMONT: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY AT CHARLEMONT (EIN 04-2724993)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-04-25
- IRS object ID
- 201911159349300516
- Schema version
- 2017v2.3
- 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 | 2019-04-25T09:58:15-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 BOBALA RD | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042724993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY AT CHARLEMONT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 4133394912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 MOHAWK TRAIL ROUTE 2 | AddressLine1Txt |
| City | CHARLEMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNY FULLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4133394912 | PhoneNum |
| Signature | 2019-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA WILLS | PreparerPersonNm |
| PTIN | P01828548 | PTIN |
| Phone | 4135363970 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.250.21.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-25 | IPDt |
| IP Tm | 10:57:34 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E984043FD9B765523CC92293D5408ABE50B3F6B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EF506A115BF6E711F9FB79CAB7F93C2F027FBF95 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN BLOOMFIELD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 MOHAWK TRAIL ROUTE 2 | AddressLine1Txt |
| City | CHARLEMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,518,169 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CHARLEMONT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | INDEPENDENT SECONDARY COLLEGE PREPARATORY SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $213,965 | PYContributionsGrantsAmt |
| CY Contributions Grants | $284,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,066,030 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,210,551 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,861 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,594 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,464 | PYOtherRevenueAmt |
| CY Other Revenue | $19,059 | CYOtherRevenueAmt |
| PY Total Revenue | $2,349,320 | PYTotalRevenueAmt |
| CY Total Revenue | $2,515,662 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $646,849 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $797,690 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,499,836 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,396,316 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $61,762 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $574,755 | PYOtherExpensesAmt |
| CY Other Expenses | $633,788 | CYOtherExpensesAmt |
| PY Total Expenses | $2,721,440 | PYTotalExpensesAmt |
| CY Total Expenses | $2,827,794 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$372,120 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$312,132 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,953,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,675,664 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,141,239 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,175,277 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,812,519 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,500,387 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ACADEMY AT CHARLEMONT SEEKS TO GRADUATE YOUNG MEN AND WOMEN PREPARED TO BE SUCCESSFUL COLLEGE STUDENTS, LIFETIME LEARNERS, PRODUCTIVE GLOBAL CITIZENS, AND CAPABLE STEWARDS OF THE PLANET'S RESOURCES. OUR PROGRAM EMPHASIZES BALANCE AMONG ACADEMIC, ARTISTIC, AND ATHLETIC PURSUITS TOWARD THE END OF DEVELOPING WELL-ROUNDED, CIVIC-MINDED, AND ENTERPRISING INDIVIDUALS. THE ACADEMY MAKES ITS PROGRAMS AVAILABLE TO QUALIFIED STUDENTS FROM THE TOWNS OF WESTERN MASSACHUSETTS, SOUTHERN VERMONT, AND TO A SMALL NUMBER OF STUDENTS FROM OTHER COUNTRIES AND AREAS OF THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,293,617 | ExpenseAmt |
| Grant | $797,690 | GrantAmt |
| Revenue | $2,210,551 | RevenueAmt |
| Desc | PROVIDED CO-EDUCATIONAL, COLLEGE-PREPARATORY DAY SCHOOL EDUCATION FOR 86 STUDENTS IN GRADES SEVEN THROUGH POST-GRAD. | Desc |
| Total Program Service Expenses | $2,293,617 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 61 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN BLOOMFIELD | PersonNm |
| Phone | 4133394912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROUTE 2 MOHAWK TRAIL | AddressLine1Txt |
| City | CHARLEMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01339 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SEAN DACUS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DENNY FULLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH SLOWINSKI | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAKA SAARONY | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID EPSTEIN | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BO PEABODY | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRUCE LESSELS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CORNELIA REID | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ABEL MCDONNELL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE OSBORNE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RACHEL SUMNER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ROSNER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETER STEVENS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BEN THOMPSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELINOR TODD | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ZACHARY KOLODIN | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL CORWIN | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRIAN BLOOMFIELD | ||||||
| HEAD OF SCHOOL | 40.00 | $129,542 | $0 | $10,552 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $129,542 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,552 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVENSVILLE CORPORATION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 768 BERKSHIRE TRAIL | AddressLine1Txt |
| City | CUMMINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TRANSPORTATION SERVICES | ServicesDesc |
| Compensation | $103,894 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $284,458 | AllOtherContributionsAmt |
| Total Contributions | $284,458 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 900099 | $1,949,320 | $1,949,320 |
| STUDENT FEES/SERVICES | 900099 | $261,231 | $261,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,210,551 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,594 | TotalRevenueColumnAmt |
| Exclusion | $1,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,566 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $2,507 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,059 | TotalRevenueColumnAmt |
| Exclusion | $19,059 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,515,662 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,210,551 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,653 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,690 | TotalAmt |
| Program Services | $797,690 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,053 | TotalAmt |
| Management And General | $108,350 | ManagementAndGeneralAmt |
| Fundraising | $5,703 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,235 | TotalAmt |
| Program Services | $852,404 | ProgramServicesAmt |
| Management And General | $213,608 | ManagementAndGeneralAmt |
| Fundraising | $43,223 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,480 | TotalAmt |
| Program Services | $54,163 | ProgramServicesAmt |
| Management And General | $5,292 | ManagementAndGeneralAmt |
| Fundraising | $5,025 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,548 | TotalAmt |
| Program Services | $76,946 | ProgramServicesAmt |
| Management And General | $27,357 | ManagementAndGeneralAmt |
| Fundraising | $4,245 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,630 | TotalAmt |
| Management And General | $2,630 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,800 | TotalAmt |
| Management And General | $10,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015 | TotalAmt |
| Management And General | $2,015 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,990 | TotalAmt |
| Management And General | $28,990 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,178 | TotalAmt |
| Program Services | $8,854 | ProgramServicesAmt |
| Management And General | $25,138 | ManagementAndGeneralAmt |
| Fundraising | $186 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,465 | TotalAmt |
| Program Services | $13,465 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,433 | TotalAmt |
| Program Services | $59,311 | ProgramServicesAmt |
| Management And General | $1,873 | ManagementAndGeneralAmt |
| Fundraising | $1,249 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,199 | TotalAmt |
| Management And General | $4,199 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,793 | TotalAmt |
| Program Services | $23,596 | ProgramServicesAmt |
| Management And General | $5,197 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,786 | TotalAmt |
| Program Services | $81,496 | ProgramServicesAmt |
| Management And General | $2,574 | ManagementAndGeneralAmt |
| Fundraising | $1,716 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,742 | TotalAmt |
| Program Services | $19,705 | ProgramServicesAmt |
| Management And General | $622 | ManagementAndGeneralAmt |
| Fundraising | $415 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TRANSPORTATION | $101,793 | $101,793 |
| STUDENT SERVICES | $66,369 | $66,369 |
| STUDENT ACTIVITIES | $53,182 | $53,182 |
| LUNCHES | $34,270 | $34,270 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,143 | TotalAmt |
| Program Services | $50,373 | ProgramServicesAmt |
| Management And General | $33,770 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,827,794 | TotalAmt |
| Program Services | $2,293,617 | ProgramServicesAmt |
| Management And General | $472,415 | ManagementAndGeneralAmt |
| Fundraising | $61,762 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,717 | BOYAmt |
| EOY | $333,928 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,625 | BOYAmt |
| EOY | $227,296 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,520 | BOYAmt |
| EOY | $313,141 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,025 | BOYAmt |
| EOY | $15,363 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,254 | BOYAmt |
| EOY | $6,254 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,939 | BOYAmt |
| EOY | $16,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,934,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,172,208 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,793,576 | BOYAmt |
| EOY | $1,762,126 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,953,758 | BOYAmt |
| EOY | $2,675,664 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,617 | BOYAmt |
| EOY | $90,062 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,212 | BOYAmt |
| EOY | $645,070 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,410 | BOYAmt |
| EOY | $440,145 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,141,239 | BOYAmt |
| EOY | $1,175,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,662 | BOYAmt |
| EOY | $882,325 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,077 | BOYAmt |
| EOY | $60,431 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,780 | BOYAmt |
| EOY | $557,631 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,812,519 | BOYAmt |
| EOY | $1,500,387 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,953,758 | BOYAmt |
| EOY | $2,675,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$312,132 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $605,724 | BeginningYearBalanceAmt |
| Contributions | $7,851 | ContributionsAmt |
| Investment Earnings Or Losses | $1,375 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $614,950 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $588,345 | BeginningYearBalanceAmt |
| Contributions | $3,909 | ContributionsAmt |
| Investment Earnings Or Losses | $13,470 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $605,724 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $591,596 | BeginningYearBalanceAmt |
| Contributions | $625 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,876 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $588,345 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $584,554 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,042 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $591,596 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $598,630 | BeginningYearBalanceAmt |
| Contributions | $21,490 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,566 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $584,554 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06390 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02930 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $602,044 | OtherCostOrOtherBasisAmt |
| Book Value | $602,044 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,613,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $841,670 | DepreciationAmt |
| Book Value | $771,830 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $526,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $209,892 | DepreciationAmt |
| Book Value | $316,393 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,430 | DepreciationAmt |
| Book Value | $7,165 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,910 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,216 | DepreciationAmt |
| Book Value | $64,694 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,762,126 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PREPAID TUITION AND FEES | $428,301 |
| DUE TO OTHERS | $11,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $440,145 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,720,479 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$797,690 | OtherRevenueAmt |
| Revenue Not Reported | -$797,690 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,518,169 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2,507 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,507 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,515,662 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,032,611 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,507 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,507 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,030,104 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $797,690 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $797,690 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,827,794 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS OF $797,690 -797,690. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AUCTION EXPENSES OF $2,507 -2,507. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AUCTION EXPENSES OF $2,507 2,507. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS OF $797,690 797,690. |
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 | OUR RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL OUR ADVERTISEMENTS AND PROMOTIONAL MATERIALS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $21,566 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $21,566 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,507 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $21,566 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $21,566 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,507 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,507 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,059 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NEED-BASED FINANCIAL AID TO OVER HALF OF OUR STUDENTS. | GrantTypeTxt |
| Recipient | 58 | RecipientCnt |
| Cash Grant | $797,690 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES NEED-BASED FINANCIAL AID GRANTS TO STUDENTS. THE ORGANIZATION REQUIRES APPLICATIONS FOR FINANCIAL AID. THE APPLICATIONS ARE REVIEWED, APPROVED, AND MAINTAINED BY THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD AUTHORIZED THE HEAD OF SCHOOL TO REVIEW AND APPROVE THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE HEADMASTER MONITORS COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEADMASTER'S (CEO'S) COMPENSATION IS DETERMINED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, AS PER THE LETTER OF AGREEMENT BOTH PARTIES HAVE SIGNED. COMPARABILITY DATA ARE USED IN SETTING COMPENSATION FOR THE HEADMASTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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