WESTMINSTER SCHOOLS INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER SCHOOLS INC (EIN 58-0566206)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201821319349303897
- Schema version
- 2016v3.1
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T14:26:51-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 PEACHTREE STREET SUITE 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Westminster Schools Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RON TURNER | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4043558673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 West Paces Ferry Road | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI BOYD | PersonNm |
| Person Title | VP Finance and Ops | PersonTitleTxt |
| Phone | 4048013486 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele N Melchior | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 4043302000 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Keith Evans | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 West Paces Ferry Road | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $94,550,183 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.westminster.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | CHRISTIAN, INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS, WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 889 | TotalEmployeeCnt |
| Total Volunteers | 735 | TotalVolunteersCnt |
| Total Gross UBI | -$408,516 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$415,008 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,214,406 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,760,004 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $49,222,582 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,206,965 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,182,143 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,216,128 | CYInvestmentIncomeAmt |
| PY Other Revenue | $844,985 | PYOtherRevenueAmt |
| CY Other Revenue | $973,592 | CYOtherRevenueAmt |
| PY Total Revenue | $59,464,116 | PYTotalRevenueAmt |
| CY Total Revenue | $66,156,689 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,780,907 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,192,389 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,923,364 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,626,387 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,141,077 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,115,667 | PYOtherExpensesAmt |
| CY Other Expenses | $23,053,134 | CYOtherExpensesAmt |
| PY Total Expenses | $67,819,938 | PYTotalExpensesAmt |
| CY Total Expenses | $69,871,910 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,355,822 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,715,221 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $354,106,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $373,128,616 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,004,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,046,608 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $292,102,066 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $306,082,008 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS, WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $57,561,702 | ExpenseAmt |
| Grant | $5,192,389 | GrantAmt |
| Revenue | $49,715,727 | RevenueAmt |
| Desc | ELEMENTARY & SECONDARY EDUCATION, GENERAL ORDER: THE SCHOOL ENROLLED 1864 STUDENTS IN THE YEAR ENDED JUNE 30, 2017 WITH 33% MINORITY ENROLLMENT. LOW CLASS SIZE ENCOURAGES ACADEMIC ACHIEVEMENTS REFLECTED BY STUDENTS' ACCOMPLISHMENTS INCLUDING 16 NATIONAL MERIT FINALISTS, 17 SEMIFINALISTS AND 36 COMMENDED STUDENTS. THE MOST RECENT SAT RANGE FOR THE MIDDLE 50% OF THE SENIOR CLASS WAS 1340-1500. THE SCHOOL'S FACULTY, WITH 226 ADVANCED DEGREES, REPRESENTS AN INTEGRAL COMPONENT OF EACH STUDENT'S EDUCATION. ANOTHER SIGNIFICANT COMPONENT OF THEIR EDUCATION IS THE SCHOOL'S 3 LIBRARIES WHICH HOUSE 82,000 VOLUMES. WESTMINSTER'S STUDENTS' INTERESTS EXTEND BEYOND ACADEMICS, AND INCLUDE ATHLETIC PURSUITS, ARTISTIC ACCOMPLISHMENTS, AND COMMUNITY SERVICE. IN THE 2016-2017 SCHOOL YEAR, THE SCHOOL WON 7 STATE CHAMPIONSHIPS IN ATHLETIC COMPETITIONS, WITH OVER 80% OF STUDENTS INVOLVED IN ATHLETIC ACTIVITIES. THE ARTS ARE HISTORICALLY VERY STRONG AT WESTMINSTER. OVER 54% OF STUDENTS IN THE MIDDLE SCHOOL AND 31% OF STUDENTS IN THE UPPER SCHOOL PARTICIPATE IN THE PERFORMING ARTS. THE BAND, ORCHESTRA, AND CHORAL PROGRAMS HAVE A NUMBER OF OFFERINGS IN EACH DIVISION OF THE SCHOOL, AND CONSISTENTLY RECEIVE SUPERIOR RATING IN COMPETITIONS. WESTMINSTER IS DEDICATED TO THE CONCEPT OF COMMUNITY SERVICE AND STUDENTS HAVE A STRONG TRADITION OF INVOLVEMENT IN THEIR SCHOOL AND THE WIDER COMMUNITY. MOST STUDENTS PARTICIPATE IN VOLUNTARY COMMUNITY SERVICE. ALL DIVISIONS OF THE SCHOOL PARTICIPATE IN SERVICE OPPORTUNITIES THROUGHOUT THE SCHOOL YEAR. THROUGH ITS ENDOWMENT, WESTMINSTER HAS BEEN ABLE TO PROVIDE EDUCATIONAL OPPORTUNITIES TO STUDENTS WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN PRIVATE EDUCATION. IN THE 2016-2017 SCHOOL YEAR, 13% OF THE STUDENTS RECEIVED NEED-BASED FINANCIAL AID WHICH MADE ATTENDANCE AT WESTMINSTER POSSIBLE. FOOD SERVICES PROVIDES 2,300 LUNCHES EACH DAY FOR STUDENTS, FACULTY AND STAFF, PLUS A NUMBER OF ADDITIONAL MEALS AT EVENTS AT THE SCHOOL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,713,510 | ExpenseAmt |
| Revenue | $2,854,483 | RevenueAmt |
| Desc | STUDENT SERVICE PROGRAMS: WESTMINSTER AUXILIARY ENTERPRISES PROVIDE PROGRAMS AND SERVICES WHICH AUGMENT THE SCHOOL'S EDUCATIONAL OBJECTIVES. WESTMINSTER ELEMENTARY SCHOOL'S AFTER-SCHOOL PROGRAM, ASK!, SERVICES APPROXIMATELY 250 STUDENTS. STUDENTS MAY CHOOSE TO PARTICIPATE IN MINI-COURSES IN A VARIETY OF SUBJECT AREAS INCLUDING ACADEMICS, ARTS AND ATHLETICS DURING REGULAR PROGRAM HOURS. WESTMINSTER'S SUMMER PROGRAMS OFFER A WIDE VARIETY OF OPPORTUNITIES FOR WESTMINSTER AND NON-WESTMINSTER STUDENTS AGES 4-16. WESTMINSTER'S NURSERY SERVICES 125 STUDENTS BETWEEN THE AGES OF SIX WEEKS AND FOUR YEARS AND IS AVAILABLE FOR BOTH WESTMINSTER AND NON-WESTMINSTER STUDENTS. CURRICULUM IS DESIGNED TO DEVELOP AND SUSTAIN EACH CHILDS NATURAL CURIOSITY TO INSPIRE A LIFELONG LOVE FOR LEARNING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $60,275,212 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 247 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 889 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON TURNER | PersonNm |
| Phone | 4048013486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272428 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Michael J Egan | |||||||||
| CHAIR | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| B Clayton Rolader | |||||||||
| VICE CHAIR | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lisa Borders | |||||||||
| Secretary | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Claire Arnold | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth K Blake | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Samuel G Candler | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Harold A Dawson Jr | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Stephen Floyd | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jason Fritz | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rebecca Gupta | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rand Glenn Hagen | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Scott D Hawkins | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Katharine W Kelley | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David M Love | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa O McGahan | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Allison Bolch Moran | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| R Brand Morgan | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joel T Murphy | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Usha C Nair-Reichert | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas E Noonan | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John F Oglesby | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rahul Patel | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William T Plybon | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kathy A Regal | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| S Stephen Selig | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey P Small JR | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven D Smith | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| C Austin Stephens | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles W Wickliffe III | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| D Scott Weimer | |||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WENDY BARNHART | |||||||||
| DIR. BUS & FIN (thru 12/2016) | 55.0 | 0.0 | Yes (X) | $215,215 | $0 | $57,951 | |||
| Mary Shivers O'Gara | |||||||||
| SECRETARY - PRESIDENT | 55.0 | 0.0 | Yes (X) | $65,912 | $0 | $36,664 | |||
| KEITH A EVANS | |||||||||
| President | 55.0 | 0.0 | Yes (X) | $505,609 | $0 | $122,397 | |||
| Toni Boyd start 1117 | |||||||||
| VP of Finance and Operations | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EMILIE R HENRY | |||||||||
| VP OF INSTIT ADVANCEMENT | 55.0 | 0.0 | $196,806 | $0 | $87,933 | Yes (X) | |||
| WHITCLIFF A MCKNIGHT | |||||||||
| Head of Lower School | 55.0 | 0.0 | $170,277 | $0 | $26,786 | Yes (X) | |||
| TIMOTHY DOWNES | |||||||||
| Director of Athletics | 55.0 | 0.0 | $180,131 | $0 | $25,284 | Yes (X) | |||
| JOSEPH H DIMON IV | |||||||||
| Asst Headmaster Student Life | 55.0 | 0.0 | $171,314 | $0 | $58,622 | Yes (X) | |||
| COLLEEN A GLAUDE | |||||||||
| Dean of Instructional Tech. | 55.0 | 0.0 | $174,363 | $0 | $50,558 | Yes (X) | |||
| DANETTE MORTON | |||||||||
| Head of Middle School | 55.0 | 0.0 | $157,164 | $0 | $93,173 | Yes (X) | |||
| MARJORIE D MITCHELL | |||||||||
| Dir of Admissions & Enrollment | 55.0 | 0.0 | $141,937 | $0 | $20,294 | Yes (X) | |||
| ROBERT RYSHKE | |||||||||
| EXEC. DIR., CTR FOR TEACHING | 55.0 | 0.0 | $137,721 | $0 | $19,677 | Yes (X) | |||
| THADDEUS W PERSONS | |||||||||
| Dean of Faculty | 55.0 | 0.0 | $134,185 | $0 | $29,148 | Yes (X) | |||
| Steven L Frappier | |||||||||
| Director of College Counseling | 55.0 | 0.0 | $135,416 | $0 | $9,450 | Yes (X) | |||
| Lauren T Flores | |||||||||
| Assoc VP Institutional Adv | 55.0 | 0.0 | $132,565 | $0 | $14,048 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,518,615 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $651,985 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Flik Independent Schools | |||||
| PO Box 50196 | LOS ANGELES | CA | 90074 | Dinning Services | $2,710,152 |
| Gay Construction Company Inc | |||||
| 2907 Log Cabin Drive | ATLANTA | GA | 30339 | Construction | $1,725,601 |
| Orchestrate HR Inc | |||||
| 5050 Spring Valley Road | DALLAS | TX | 75244 | Benefits Admin | $810,041 |
| DISYS Solutions Inc | |||||
| PO Box 405881 | ATLANTA | GA | 30384 | NETWORK/IT | $662,967 |
| NETPLANNER SYSTEMS INC | |||||
| 3145 NORTHWOODS PARKWAY SUITE 800 | NORCROSS | GA | 30071 | AV SYSTEMS | $268,828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 47 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,760,004 | AllOtherContributionsAmt |
| Noncash Contributions | $175,845 | NoncashContributionsAmt |
| Total Contributions | $5,760,004 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $49,352,482 | $49,352,482 |
| SUMMER PROGRAMS | 900099 | $1,154,280 | $1,154,280 |
| NURSERY | 900099 | $1,145,067 | $1,145,067 |
| EXTENDED DAY PROGRAMS | 900099 | $555,136 | $555,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,206,965 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $666,174 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$408,516 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,074,690 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $304,541 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $119,902 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $184,639 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,639 | TotalRevenueColumnAmt |
| Exclusion | $184,639 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,431,908 | SecuritiesAmt |
| Other | $690,168 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,531,295 | SecuritiesAmt |
| Other | $40,827 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,900,613 | SecuritiesAmt |
| Other | $649,341 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,549,954 | TotalRevenueColumnAmt |
| Exclusion | $6,549,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 | $1,041,881 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $701,470 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,411 | TotalRevenueColumnAmt |
| Exclusion | $340,411 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| SNACK BAR SALES | 900099 | $85,297 | $85,297 | |
| ATHLETIC EVENT GATE FEES | 900099 | $32,702 | $32,702 | |
| ALUMNI EVENTS | 900099 | $7,430 | $7,430 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $323,113 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $323,113 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $448,542 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,156,689 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,570,210 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$408,516 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,234,991 | 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 | $5,192,389 | TotalAmt |
| Program Services | $5,192,389 | 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 | $2,061,916 | TotalAmt |
| Program Services | $929,036 | ProgramServicesAmt |
| Management And General | $915,809 | ManagementAndGeneralAmt |
| Fundraising | $217,071 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,042 | TotalAmt |
| Program Services | $94,042 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,314,362 | TotalAmt |
| Program Services | $26,080,615 | ProgramServicesAmt |
| Management And General | $4,240,999 | ManagementAndGeneralAmt |
| Fundraising | $992,748 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719,490 | TotalAmt |
| Program Services | $1,386,113 | ProgramServicesAmt |
| Management And General | $280,615 | ManagementAndGeneralAmt |
| Fundraising | $52,762 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,110,761 | TotalAmt |
| Program Services | $3,252,983 | ProgramServicesAmt |
| Management And General | $686,968 | ManagementAndGeneralAmt |
| Fundraising | $170,810 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,325,816 | TotalAmt |
| Program Services | $1,884,981 | ProgramServicesAmt |
| Management And General | $357,369 | ManagementAndGeneralAmt |
| Fundraising | $83,466 | FundraisingAmt |
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 | $116,856 | TotalAmt |
| Management And General | $116,856 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,082 | TotalAmt |
| Management And General | $142,082 | 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 | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,834 | TotalAmt |
| Management And General | $151,834 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,654,376 | TotalAmt |
| Program Services | $851,634 | ProgramServicesAmt |
| Management And General | $785,906 | ManagementAndGeneralAmt |
| Fundraising | $16,836 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,422 | TotalAmt |
| Program Services | $2,887 | ProgramServicesAmt |
| Management And General | $35,535 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,283,877 | TotalAmt |
| Program Services | $1,462,160 | ProgramServicesAmt |
| Management And General | $671,478 | ManagementAndGeneralAmt |
| Fundraising | $150,239 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,980,928 | TotalAmt |
| Program Services | $1,562,389 | ProgramServicesAmt |
| Management And General | $389,273 | ManagementAndGeneralAmt |
| Fundraising | $29,266 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $969,655 | TotalAmt |
| Management And General | $969,655 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644,249 | TotalAmt |
| Program Services | $1,582,858 | ProgramServicesAmt |
| Management And General | $25,057 | ManagementAndGeneralAmt |
| Fundraising | $36,334 | FundraisingAmt |
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 | $1,314,833 | TotalAmt |
| Program Services | $908,292 | ProgramServicesAmt |
| Management And General | $158,388 | ManagementAndGeneralAmt |
| Fundraising | $248,153 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,009 | TotalAmt |
| Management And General | $582,009 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,175,014 | TotalAmt |
| Management And General | $7,175,014 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,814 | TotalAmt |
| Management And General | $655,814 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $1,692,577 | $1,692,577 | ||
| REPAIRS AND MAINTENANCE | $1,675,269 | $154,739 | $1,520,530 | |
| MEMBERSHIP DUES | $366,299 | $200,919 | $155,637 | $9,743 |
| PLANT ALLOCATION | $12,723,836 | -$12,809,355 | $85,519 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,040 | TotalAmt |
| Program Services | $312,762 | ProgramServicesAmt |
| Management And General | $248,148 | ManagementAndGeneralAmt |
| Fundraising | $48,130 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,871,910 | TotalAmt |
| Program Services | $60,275,212 | ProgramServicesAmt |
| Management And General | $7,455,621 | ManagementAndGeneralAmt |
| Fundraising | $2,141,077 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,268,565 | BOYAmt |
| EOY | $1,656,004 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,308,605 | BOYAmt |
| EOY | $22,576,126 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,391 | BOYAmt |
| EOY | $2,256,764 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,498,933 | BOYAmt |
| EOY | $2,781,924 | 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 | $499,101 | BOYAmt |
| EOY | $358,755 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,829 | BOYAmt |
| EOY | $1,694,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $171,560,537 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,882,446 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,384,550 | BOYAmt |
| EOY | $80,678,091 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,779,887 | BOYAmt |
| EOY | $138,951,099 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,868,393 | BOYAmt |
| EOY | $121,165,067 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,211,709 | 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 | $1,011,915 | BOYAmt |
| EOY | $1,009,880 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,106,878 | BOYAmt |
| EOY | $373,128,616 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,344,836 | BOYAmt |
| EOY | $12,504,518 | 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 | $32,438,480 | BOYAmt |
| EOY | $33,758,769 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,230,000 | BOYAmt |
| EOY | $19,230,000 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $1,991,496 | BOYAmt |
| EOY | $1,553,321 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,004,812 | BOYAmt |
| EOY | $67,046,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,820,655 | BOYAmt |
| EOY | $145,180,350 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,574,476 | BOYAmt |
| EOY | $74,267,622 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,706,935 | BOYAmt |
| EOY | $86,634,036 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,102,066 | BOYAmt |
| EOY | $306,082,008 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,106,878 | BOYAmt |
| EOY | $373,128,616 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,715,221 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,129,931 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $565,232 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,401,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,191,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,556,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,214,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,760,004 | CurrentTaxYearAmt |
| Total | $30,124,195 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,401,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,191,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,556,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,214,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,760,004 | CurrentTaxYearAmt |
| Total | $30,124,195 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,724,230 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,399,965 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $489,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $528,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $659,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,269,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $970,715 | CurrentTaxYearAmt |
| Total | $3,917,757 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $994,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $941,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,082,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,190,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,127,178 | CurrentTaxYearAmt |
| Total | $5,335,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,377,677 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $236,776,712 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72122 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67149 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II | FormAndLineReferenceDesc |
| Explanation | THE WESTMINSTER SCHOOLS ARE COMPLETING SCHEDULE A PART II IN ORDER TO UTILIZE THE SPECIAL RULE ON 990 SCHEDULE B. SCHEDULE B IDENTIFIES THAT THE SPECIAL RULE MAY BE UTILIZED BY ORGANIZATIONS THAT MET THE 33 1/3% SUPPORT TEST AND CHECKED THE BOX ON SCHEDULE A PART II LINE 13, 16A, OR 16B. THE WESTMINSTER SCHOOLS MET THE 33 1/3% SUPPORT TEST FOR THE FISCAL YEAR ENDED JUNE 30, 2017 AND HAVE CHECKED THE BOX ON SCHEDULE A PART II LINE 16A. | ExplanationTxt |
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 | $245,079,949 | BeginningYearBalanceAmt |
| Contributions | $1,060,201 | ContributionsAmt |
| Investment Earnings Or Losses | $23,535,721 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,925,075 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,986,633 | OtherExpendituresAmt |
| End Year Balance | $259,764,163 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $260,801,016 | BeginningYearBalanceAmt |
| Contributions | $712,714 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,390,966 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,916,304 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,126,511 | OtherExpendituresAmt |
| End Year Balance | $245,079,949 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,754,396 | BeginningYearBalanceAmt |
| Contributions | $2,403,572 | ContributionsAmt |
| Investment Earnings Or Losses | $8,373,294 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,846,310 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,883,936 | OtherExpendituresAmt |
| End Year Balance | $260,801,016 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,053,597 | BeginningYearBalanceAmt |
| Contributions | $4,386,397 | ContributionsAmt |
| Investment Earnings Or Losses | $28,607,474 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,718,222 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,574,850 | OtherExpendituresAmt |
| End Year Balance | $259,754,396 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $223,835,729 | BeginningYearBalanceAmt |
| Contributions | $4,207,275 | ContributionsAmt |
| Investment Earnings Or Losses | $21,167,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,456,782 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,700,089 | OtherExpendituresAmt |
| End Year Balance | $240,053,597 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | 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 | $9,603,563 | OtherCostOrOtherBasisAmt |
| Book Value | $9,603,563 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,304,912 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,404,349 | DepreciationAmt |
| Book Value | $46,900,563 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,444,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,682,244 | DepreciationAmt |
| Book Value | $18,762,654 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,207,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,795,853 | DepreciationAmt |
| Book Value | $5,411,311 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,678,091 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE AND MUTUAL FUNDS | $95,631,626 | F |
| REAL ESTATE FUNDS | $2,642,515 | F |
| PRIVATE EQUITY FUNDS | $22,890,926 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $121,165,067 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP | $1,037,228 |
| AGENCY ACCOUNTS | $516,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,553,321 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $79,329,002 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,129,931 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,627,157 | OtherRevenueAmt |
| Revenue Not Reported | $12,502,774 | RevenueNotReportedAmt |
| Revenue Subtotal | $66,826,228 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $151,834 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$821,373 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$669,539 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,156,689 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $65,349,060 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $821,373 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $821,373 | ExpensesNotReportedAmt |
| Expenses Subtotal | $64,527,687 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $151,834 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,192,389 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,344,223 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $69,871,910 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USES OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 THE PREEMINENT FUNCTION OF THE WESTMINSTER SCHOOLS ENDOWMENT FUND IS TO PROVIDE FINANCIAL RESOURCES TO HELP UNDERWRITE THE EDUCATIONAL NEEDS OF CURRENT AND FUTURE GENERATIONS OF STUDENTS AND TO ENHANCE THE FINANCIAL WELL-BEING OF THE WESTMINSTER SCHOOLS. |
| LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) | SCHEDULE D, PART X, LINE 2 THE SCHOOL IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE SCHOOL PROVIDES FOR INCOME TAXES BASED ON FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES WHICH ESTABLISHES THE CRITERION THAT AN INDIVIDUAL TAX POSITION HAS TO MEET FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN THE SCHOOLS FINANCIAL STATEMENTS. THE SCHOOL IS REQUIRED TO DETERMINE THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE TAX POSITION FOLLOWING AN AUDIT. THE SCHOOL HAS APPLIED THIS CRITERION TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATION REMAINS OPEN. TAX YEARS OPEN TO EXAMINATION BY TAX AUTHORITIES UNDER THE STATUTE OF LIMITATIONS INCLUDE FISCAL 2014-2017. THE SCHOOL HAS DETERMINED THAT ITS TAX POSITIONS SATISFY THE MORE LIKELY THAN NOT CRITERION AND THAT NO PROVISION FOR INCOME TAXES IS REQUIRED AT JUNE 30, 2017 AND 2016. THE SCHOOLS POLICY IS TO RECORD INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. FOR YEARS ENDED JUNE 30, 2017 AND 2016, NO SUCH INTEREST AND PENALTIES WERE RECORDED. |
| SCHEDULE D, PART XI, LINE 2D | FINANCIAL AID ($5,192,389) INCREASE IN CSV OF LIFE INS. $1,759 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT $6,496 UNREALIZED LOSS FROM INTEREST SWAP $568,431 UNCOLLECTIBLE GRANTS ($11,454) TOTAL ($4,627,157) |
| SCHEDULE D, PART XI, LINE 4B | BOOKSTORE COGS ($701,470) RENTAL EXPENSES ($119,902) ROUNDING ($1) TOTAL ($821,373) |
| SchedSCHEDULE D, PART XII, LINE 2D | BOOKSTORE COGS $701,470 RENTAL EXPENSES $119,902 Rounding $1 TOTAL $821,373 |
| SCHEDULE D, PART XII, LINE 4B | FINANCIAL AID $5,192,389 |
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 | PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | SCHEDULE E, PART I, LINE 3 THE WESTMINSTER SCHOOLS, AN INCLUSIVE EDUCATIONAL AND SPIRITUAL COMMUNITY, EMBRACES AND VALUES THE UNIQUE QUALITIES AND TRAITS OF EACH OF ITS MEMBERS. WE RECOGNIZE THAT AN INFORMED UNDERSTANDING OF ONE'S OWN IDENTITY NOT ONLY CONTRIBUTES TO THE DEVELOPMENT OF A HEALTHY, EMPOWERED YOUNG ADULT BUT ALSO ENHANCES THE LEARNING EXPERIENCE FOR EACH AND EVERY MEMBER OF THE COMMUNITY. CONSEQUENTLY, WE CELEBRATE OUR GROWING DIVERSITY THROUGH PROTECTION AND EXPLORATION OF INDIVIDUAL DIFFERENCE ARTICULATED ALONG A WIDE SPECTRUM THAT INCLUDES, BUT CERTAINLY IS NOT LIMITED TO RACE, CLASS, GENDER, RELIGION, AND SEXUAL ORIENTATION. THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S WEBSITE (HTTPS://WWW.WESTMINSTER.NET/EQUITY-INCLUSION), PRINTED MATERIAL PROVIDED TO EVERY PROSPECTIVE STUDENT, AND IN ANY LOCAL NEWSPAPER OR NATIONAL MAGAZINE IN WHICH THE SCHOOL PLACES AN ADVERTISEMENT. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| South America | Program Services | International Learning | $51,081 |
| East Asia and the Pacific | Program Services | International Learning | $44,862 |
| Central America and the Caribbean | Program Services | International Learning | $23,965 |
| Europe (Including Iceland and Greenland) | Program Services | International Learning | $60,668 |
| Europe (Including Iceland and Greenland) | Program Services | International Learning | $36,996 |
| South America | Program Services | International Learning | $55,247 |
| Europe (Including Iceland and Greenland) | Program Services | International Learning | $514,630 |
| Sub-Saharan Africa | Program Services | International Learning | $37,281 |
| Central America and the Caribbean | Investments | $67,396,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $68,221,594 | SubtotalSpentAmt |
| Total Spent | $68,221,594 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 3(1) - ARGENTINA: | THIS PROGRAM IS DESIGNED FOR STUDENTS TO ACHIEVE ADVANCED COMPETENCY IN WRITTEN AND ORAL COMMUNICATION IN SPANISH. DURING THIS IMMERSION SUMMER PROGRAM, TEACHERS AND STUDENTS VISIT BUENOS AIRES, TOURING HISTORIC SITES, TAKING A TANGO CLASS, AND ATTENDING A TANGO-FOLKLORE DINNER SHOW. THEN FOR TWO WEEKS, STUDENTS LIVE WITH HOST FAMILIES WHILE ATTENDING HOLY TRINITY COLLEGE IN MAR DEL PLATA, MAXIMIZING THEIR OPPORTUNITY TO SPEAK SPANISH AND TO LEARN ABOUT THE CULTURE. EXPENSES RELATED TO THE PROGRAM ARE: $51,081 |
| SCHEDULE F, PART I, LINE 3 (2) - CHINA: | MIDDLE AND UPPER SCHOOL STUDENTS IMPROVE CONVERSATIONAL LANGUAGE SKILLS WHILE SIMULTANEOUSLY GAINING DIVERSE CULTURAL PERSPECTIVES OF CHINA. THE PROGRAM, WHICH IS ALSO OPEN TO NON-CHINESE LEARNERS, INCLUDES VARIOUS CULTURAL ACTIVITIES, EXPOSURE TO MULTI-NATIONAL CORPORATIONS TO LEARN ABOUT GLOBAL TRADE, SERVICE LEARNING OPPORTUNITIES, AND OTHER UNIQUE EXPERIENCES. PRIOR TO THE TRIP, STUDENTS PRACTICE THEIR CHINESE SKILLS AND GET TO KNOW THEIR HOST FAMILIES THROUGH LETTERS AND VIDEO MESSAGING. LATER, WESTMINSTER STUDENTS HAVE THE OPPORTUNITY TO HOST THEIR EXCHANGE STUDENT WHEN THEIR CHINESE PEERS VISIT ATLANTA. EXPENSES RELATED TO THE PROGRAM ARE: $44,862 |
| SCHEDULE F, PART I, LINE 3 (3) - BAHAMAS: | THE DISCOVERY SPRING BREAK TRIP TO THE ISLAND SCHOOL IN ELEUTHERA BAHAMAS IS A 7-DAY TRIP FOR FRESHMEN. WHILE AT THE ISLAND SCHOOL, STUDENTS WILL EXPLORE THE FRAMEWORK OF ELEUTHERA'S CULTURAL AND ENVIRONMENTAL LANDSCAPE THROUGH STUDENT-CENTERED ACADEMICS, OUTDOOR PROGRAMS THAT SUPPORT PERSONAL GROWTH AND LEADERSHIP DEVELOPMENT, AND OUTREACH PROGRAMS THAT PRACTICE A PROJECT-BASED APPROACH TO LOCAL COLLABORATION. EXPENSES RELATED TO THE PROGRAM ARE: $23,965 |
| SCHEDULE F, PART I, LINE 3 (4) - FRANCE: | MIDDLE AND UPPER SCHOOL STUDENTS EXPERIENCE LIFE IN BEAUTIFUL FRANCE DURING THE SUMMER. MIDDLE SCHOOL STUDENTS LIVE WITH FRENCH FAMILIES IN BARBEZIEUX SAINT-HILAIRE FOR TWO WEEKS. THEY ATTEND THE TOWN'S PRIVATE SCHOOL AND EXPLORE AS THEY HIKE, BIKE, KAYAK AND RIDE HORSES IN THE REGION. UPPER SCHOOL STUDENTS MAKE STRASBOURG THEIR HOME BASE. THEY ENROLL IN ONE OF FRANCE'S MOST PRESTIGIOUS SCHOOLS AND LEARN ABOUT THE CULTURE AS THEY TAKE EXCURSIONS THROUGHOUT THE ALSACE REGION AND GERMANY TO VISIT HISTORIC SITES. EXPENSES RELATED TO THE PROGRAM ARE: $60,668 |
| SCHEDULE F, PART I, LINE 3 (5) - SPAIN: | IN VALENCIA, SPAIN, MIDDLE SCHOOL STUDENTS EXPAND THEIR HORIZONS AND INCREASE PROFICIENCY BY FULLY IMMERSING IN AUTHENTIC SPANISH LANGUAGE AND CULTURE. STUDENTS ATTEND CLASSES AT SEMINARIO SEGORBE, OUR PARTNER EXCHANGE SCHOOL. THEY CONNECT WITH MULTINATIONAL CORPORATIONS AND ENGAGE IN HANDS-ON EXPERIENCES WITH RENOWNED EXPERTS TO MEET STUDENT INTERESTS AND PASSIONS. THE PROGRAM INCLUDES A WIDE VARIETY OF OPPORTUNITIES TO GET STUDENTS OUT OF THEIR COMFORT ZONE, INCLUDING VARIOUS CULTURAL ACTIVITIES, SERVICE LEARNING, LOCAL EXCURSIONS, AND A HOME STAY COMPONENT WITH A SCHOOL CLASSMATE TO EXPERIENCE LIVING AS A SPANIARD. EXPENSES RELATED TO THE PROGRAM ARE: $36,996 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Tuition and Fees | GrantTypeTxt |
| Recipient | 265 | RecipientCnt |
| Cash Grant | $5,192,389 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2 THE ORGANIZATION PROVIDES FINANCIAL AID TO STUDENTS ATTENDING THE SCHOOL AND THE AMOUNT PROVIDES FOR TUITION AND FEES. THE GRANTS ARE TREATED AS A REDUCTION OF REVENUE AND ARE APPLIED DIRECTLY TO TUITION. NO FORMAL MONITORING PROCESS IS NECESSARY BECAUSE RECIPIENTS DO NOT HAVE CONTROL OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WENDY BARNHART | ||||||||||||||
| DIR. BUS & FIN (thru 12/2016) | $214,212 | $0 | $0 | $0 | $1,003 | $0 | $13,599 | $0 | $44,352 | $0 | $273,166 | $0 | $0 | $0 |
| KEITH A EVANS | ||||||||||||||
| President | $385,315 | $0 | $76,500 | $0 | $43,794 | $0 | $55,900 | $0 | $66,497 | $0 | $628,006 | $0 | $0 | $0 |
| EMILIE R HENRY | ||||||||||||||
| VP OF INSTIT ADVANCEMENT | $195,897 | $0 | $0 | $0 | $909 | $0 | $12,115 | $0 | $75,818 | $0 | $284,739 | $0 | $0 | $0 |
| WHITCLIFF A MCKNIGHT | ||||||||||||||
| Head of Lower School | $135,840 | $0 | $0 | $0 | $34,437 | $0 | $10,156 | $0 | $16,630 | $0 | $197,063 | $0 | $0 | $0 |
| TIMOTHY DOWNES | ||||||||||||||
| Director of Athletics | $136,736 | $0 | $0 | $0 | $43,395 | $0 | $9,384 | $0 | $15,900 | $0 | $205,415 | $0 | $0 | $0 |
| JOSEPH H DIMON IV | ||||||||||||||
| Asst Headmaster Student Life | $164,194 | $0 | $0 | $0 | $7,120 | $0 | $15,762 | $0 | $42,860 | $0 | $229,936 | $0 | $0 | $0 |
| COLLEEN A GLAUDE | ||||||||||||||
| Dean of Instructional Tech. | $173,576 | $0 | $0 | $0 | $787 | $0 | $10,496 | $0 | $40,062 | $0 | $224,921 | $0 | $0 | $0 |
| DANETTE MORTON | ||||||||||||||
| Head of Middle School | $156,386 | $0 | $0 | $0 | $778 | $0 | $10,372 | $0 | $82,801 | $0 | $250,337 | $0 | $0 | $0 |
| MARJORIE D MITCHELL | ||||||||||||||
| Dir of Admissions & Enrollment | $141,259 | $0 | $0 | $0 | $678 | $0 | $10,938 | $0 | $9,356 | $0 | $162,231 | $0 | $0 | $0 |
| ROBERT RYSHKE | ||||||||||||||
| EXEC. DIR., CTR FOR TEACHING | $133,969 | $0 | $0 | $0 | $3,752 | $0 | $8,697 | $0 | $10,980 | $0 | $157,398 | $0 | $0 | $0 |
| THADDEUS W PERSONS | ||||||||||||||
| Dean of Faculty | $132,636 | $0 | $0 | $0 | $1,549 | $0 | $12,981 | $0 | $16,167 | $0 | $163,333 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | SCHEDULE J, PART I, LINE 1A AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL, SELECTED MEMBERS OF THE SCHOOL MANAGEMENT TEAM ARE REQUIRED TO RESIDE IN HOUSING LOCATED ON THE CAMPUS. BASED UPON THE FACTS AND CIRCUMSTANCES OF THE REQUIREMENTS OF THEIR RESPECTIVE ROLES AND RESPONSIBILITIES AT THE SCHOOL, IT IS MANAGEMENT'S POSITION THAT THE HOUSING IS NON-TAXABLE TO THE EMPLOYEE. THE CIRCUMSTANCES OF THE HOUSING BENEFIT ARE REVIEWED ON AN ANNUAL BASIS TO DETERMINE IF THE EXCLUSION UNDER SECTION 119 IS APPLICABLE. |
| TRAVEL FOR COMPANIONS | SCHEDULE J, PART I, LINE 1A THE SCHOOL PAYS FOR TRAVEL AND RELATED PROFESSIONAL BUSINESS EXPENSES WHEN THE PRESIDENT'S SPOUSE ACCOMPANIES THE PRESIDENT ON SCHOOL RELATED EVENTS INCLUDING (A) ALUMNI EVENTS, (B) FUNDRAISING, (C) STUDENT PERFORMANCES AND TRIPS AS WELL AS (D) PROFESSIONAL EDUCATIONAL ACTIVITIES, WHICH REQUIRE THE SPOUSE TO ATTEND. THE PRESIDENT AND SPOUSE'S ATTENDANCE AT THESE EVENTS ON BEHALF OF THE SCHOOL ARE DEEMED AS INTEGRAL AND ARE REQUIRED TO REPRESENT THE SCHOOL'S FAMILY AT THOSE EVENTS. IT IS MANAGEMENT'S POSITION THAT THE SPOUSAL TRAVEL IS NON-TAXABLE TO THE EMPLOYEE. |
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | SCHEDULE J, PART I, LINE 1A THE SCHOOL ALLOWS EMPLOYEES USE OF THE SCHOOL'S HEALTH AND ATHLETIC FACILITIES FOR ALL FULL-TIME EMPLOYEES AT THE SCHOOL. IN ADDITION, THE SCHOOL PROVIDES MEMBERSHIP TO SELECTED CLUBS IN THE AREA FOR BUSINESS ENTERTAINMENT IN ORDER TO ADVANCE THE MISSION OF THE SCHOOL. THE SCHOOL PAYS THE ANNUAL DUES FOR INDIVIDUALS WHO REQUIRE MEMBERSHIP BY THEIR POSITION TO UTILIZE THE CLUB. IT IS MANAGEMENT'S POSITION THAT THESE AMENITIES ARE NON-TAXABLE TO THE EMPLOYEE. |
| PERSONAL SERVICES | SCHEDULE J, PART I, LINE 1A THE SCHOOL, THROUGH THE HOUSEKEEPING DEPARTMENT, PROVIDED HOUSEKEEPING SERVICES FOR PRESIDENT EVANS' ON CAMPUS RESIDENCE FOR SPECIAL EVENTS AND MEETINGS IN THE RESIDENCE. IT IS MANAGEMENT'S POSITION THAT THESE AMENITIES ARE NON-TAXABLE TO THE EMPLOYEE. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B THE SCHOOL SPONSORS A NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. UNDER THE NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, THE SCHOOL'S CONTRIBUTION WHICH IS BASED UPON A PREDETERMINED SCHEDULE AS WELL AS THE PERFORMANCE OF THE PRESIDENT IS ANNUALLY APPROVED BY THE SCHOOL'S BOARD OF TRUSTEES. THE CONTRIBUTIONS AND EARNINGS THEREIN ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVELOPMENT AUTHORITY OF FULTON COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 581506878 | BondIssuerEIN |
| Bond Issued | 2009-08-20 | BondIssuedDt |
| Issue Price | $19,470,000 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $240,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $19,470,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $19,470,000 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20. | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TAX EXEMPT BONDS - DESCRIPTION OF PURPOSE | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE K, PART I, LINE A(F) THE ORIGINAL INDENTURE WAS ISSUED NOVEMBER 13, 2003, WITH THE ORIGINAL PROJECT COMPLETED IN 2006. THE REISSUANCE IS TO AMEND THE ORIGINAL INDENTURE TO PERMIT THE REFUNDED BONDS TO BE CONVERTED TO A MODE THAT WILL ALLOW FOR THE REFUNDED BONDS TO BE PURCHASED BY A BANK AND TO BEAR INTEREST AT THE RATES APPLICABLE DURING THE BANK RATE PERIOD. THE REFUNDED BONDS ARE BEING REISSUED IN ACCORDANCE WITH THE PROVISIONS OF THE ORIGINAL INDENTURE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $114,147 | CashGrantAmt |
| Type Of Assistance | Financial Aid | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION ASSISTANCE | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY P SMALL JR | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $94,042 | TransactionAmt |
| Transaction | COMPENSATION OF FAMILY MEMBER | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IV, LINE 1 JEFFREY P. SMALL, JR., BOARD MEMBER OF THE ORGANIZATION, HAS A FAMILY MEMBER WHO IS EMPLOYED BY THE ORGANIZATION. THE RELATIONSHIP WITH THE BOARD MEMBER HAS NO BEARING ON EMPLOYMENT AND COMPENSATION IS DETERMINED ON AN ARM'S LENGTH BASIS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 57 | ContributionCnt |
| Noncash Contributions Rpt F990 | $161,345 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | CONTRIBUTIONS RECEIVED | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 9, COLUMN B COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 POWERS OF THE EXECUTIVE COMMITEE | FORM 990, PART VI, LINE 1A THE EXECUTIVE COMMITTEE SHALL DECIDE ALL QUESTIONS AFFECTING THE INTERESTS OF THE SCHOOL WHICH MAY BE BROUGHT BEFORE IT BETWEEN MEETINGS OF THE BOARD, IN MATTERS CONSISTENT WITH PREVIOUS DECISIONS AND EXISTING POLICIES OF THE BOARD. NO COMMITTEE, INCLUDING THE EXECUTIVE COMMITTEE, SHALL HAVE THE POWER TO AUTHORIZE ANY DISTRIBUTION OF ASSETS, INCOME OR PROPERTY TO TRUSTEES OR OFFICERS OF THE SCHOOL (OTHER THAN AS PAYMENT OF INDEMNIFICATION OR REASONABLE COMPENSATION, FEES OR EXPENSES INCURRED IN THE PERFORMANCE OF DUTIES ON BEHALF OF THE SCHOOL); APPROVE THE DISSOLUTION, MERGER OR SALE, PLEDGE, OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE SCHOOL; ELECT, APPOINT OR REMOVE TRUSTEES OR FILL VACANCIES ON THE BOARD OF TRUSTEES, OR ANY OF ITS COMMITTEES; ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OF THE SCHOOL. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11B PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, THE FORM 990 IS SUBJECT TO MULTIPLE LEVELS OF REVIEW. IT IS FIRST REVIEWED BY THE CONTROLLER AND VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND THEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL BOARD MEMBERS. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | FORM 990, PART VI, LINE 12C FOR BOARD MEMBERS, COMPLIANCE IS REQUIRED ANNUALLY AT BOARD/COMMITTEE MEETINGS. THE ASSISTANT SECRETARY OF THE BOARD COLLECTS AND MONITORS COMPLIANCE. FOR EMPLOYEES, PER THE EMPLOYEE CODE OF BUSINESS CONDUCT AND ETHICS WITHIN THE EMPLOYEE HANDBOOK, EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS TO THE PRESIDENT. THIS PROCESS IS COMPLETED ANNUALLY. UNDER THE ORGANIZATION'S RULES FOR REPORTING AND ACCOUNTABILITY, CONFLICTS OF INTEREST INVOLVING THE PRESIDENT ARE REPORTED DIRECTLY TO THE BOARD OF TRUSTEES. ALL CONFLICTS ARE DISCLOSED TO THE BOARD AND VOTING TAKES PLACE IN THE ABSENCE OF THE CONFLICTED PARTY. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15A & 15B THE ORGANIZATION USES A PERSONNEL COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD TO DETERMINE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND VICE PRESIDENT FOR FINANCE AND OPERATIONS/TREASURER. THE COMPENSATION REVIEW PROCESS FOR KEY EMPLOYEES REPORTED ON THE 990 INCLUDES REVIEW BY THE PRESIDENT, VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND COMPENSATION COMMITTEE, AS WELL AS COMPARATIVE DATA FROM SURVEYS FROM LIKE INSTITUTIONS AND AN EXECUTIVE COMPENSATION CONSULTANT. THE FINAL COMPENSATION DETERMINATIONS ARE DOCUMENTED BY THE ORGANIZATION. |
| HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 UNREALIZED GAIN FROM INTEREST SWAP $568,431 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $6,496 INCREASE IN CSV OF LIFE INSURANCE $1,759 UNCOLLECTIBLE GRANTS ($11,454) TOTAL $565,232 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Odyssey Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 West Paces Ferry Road NW | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582537795 | EIN |
| Primary Activities | SUPPORT ORG | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11-A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER | 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 | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Odyssey Inc | ||
| N | $130,007 | FMV |
| Odyssey Inc | ||
| Q | $568,986 | Cost |
Comments