AD FONTES DUCATIONAL TRUST: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AD FONTES DUCATIONAL TRUST (EIN 54-1780628)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201701359349307885
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T14:06:49-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800005634 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORFLEET MUSSELMAN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 PROFESSIONAL ROAD SUITE 100 | AddressLine1Txt |
| City | N CHESTERFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541780628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AD FONTES EDUCATIONAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADFO | BusinessNameControlTxt |
| Phone | 7036731145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 916 | AddressLine1Txt |
| City | CENTREVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN K LUCKENBAUGH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5712715660 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN NORFLEET | PreparerPersonNm |
| PTIN | P00634553 | PTIN |
| Phone | 8043274454 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AD FONTES ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEAN K LUCKENBAUGH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 916 | AddressLine1Txt |
| City | CENTREVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,226,384 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADFONTES.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT FOR CHRISTIAN BASED EDUCATION PROGRAMS. PROVIDE A SCHOOL FOR CHRISTIAN BASED EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $202,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $162,333 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,821,440 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,046,232 | CYProgramServiceRevenueAmt |
| PY Investment Income | $729 | PYInvestmentIncomeAmt |
| CY Investment Income | -$896 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,024,803 | PYTotalRevenueAmt |
| CY Total Revenue | $2,207,669 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $266,345 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $321,986 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,273,217 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,365,004 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,693 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $550,850 | PYOtherExpensesAmt |
| CY Other Expenses | $656,573 | CYOtherExpensesAmt |
| PY Total Expenses | $2,090,412 | PYTotalExpensesAmt |
| CY Total Expenses | $2,343,563 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$65,609 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$135,894 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,387,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,341,424 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,624,223 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,714,115 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$236,797 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$372,691 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE AD FONTES MISSION IS TO GLORIFY GOD BY ASSISTING CHRISTIAN PARENTS IN EQUIPPING THEIR CHILDREN TO BE LEADERS THROUGH A SUPERIOR CLASSICAL EDUCATION BASED ON ETERNAL BIBLICAL TRUTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,165,652 | ExpenseAmt |
| Grant | $321,986 | GrantAmt |
| Revenue | $2,046,232 | RevenueAmt |
| Desc | SUPPORT CHRISTIAN BASED EDUCATION PROGRAMS, INCLUDING OPERATION OF A K-12 SCHOOL, WHICH PROVIDED A CHRISTIAN BASED EDUCATION TO 216 STUDENTS FOR THE 2015/2016 SCHOOL YEAR. | Desc |
| Total Program Service Expenses | $2,165,652 | 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 | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE JEFFREY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036731145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15452 LEE HIGHWAY | AddressLine1Txt |
| City | CENTREVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20120 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROB HUGHES | ||||||
| PAST CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM HADLEY | ||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE MURRELL | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT SHORTMEYER | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH MOUTON | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ELKHOURI | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KEN HESS | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN KOTOWSKI | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN LUCKENBAUGH | ||||||
| PRESIDENT | 50.00 | Yes (X) | $112,548 | $0 | $8,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $112,548 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,800 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,907 | FundraisingAmt |
| All Other Contributions | $159,426 | AllOtherContributionsAmt |
| Noncash Contributions | $18,715 | NoncashContributionsAmt |
| Total Contributions | $162,333 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $1,973,073 | $1,973,073 |
| STUDENT ACTIVITY FEES | 611710 | $73,159 | $73,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,046,232 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19 | TotalRevenueColumnAmt |
| Exclusion | $19 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,800 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,715 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$915 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$915 | TotalRevenueColumnAmt |
| Exclusion | -$915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,907 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,207,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,046,232 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$896 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,986 | TotalAmt |
| Program Services | $321,986 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,952 | TotalAmt |
| Program Services | $17,393 | ProgramServicesAmt |
| Management And General | $86,964 | ManagementAndGeneralAmt |
| Fundraising | $11,595 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150,575 | TotalAmt |
| Program Services | $1,092,465 | ProgramServicesAmt |
| Management And General | $58,110 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,477 | TotalAmt |
| Program Services | $87,494 | ProgramServicesAmt |
| Management And General | $10,123 | ManagementAndGeneralAmt |
| Fundraising | $860 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,531 | TotalAmt |
| Management And General | $1,531 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,490 | TotalAmt |
| Management And General | $7,490 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,463 | TotalAmt |
| Program Services | $5,463 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,572 | TotalAmt |
| Program Services | $70,572 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,279 | TotalAmt |
| Program Services | $241,279 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,875 | TotalAmt |
| Program Services | $12,875 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,712 | TotalAmt |
| Program Services | $63,712 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,537 | TotalAmt |
| Program Services | $47,537 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,395 | TotalAmt |
| Program Services | $10,395 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| SCHOOL EVENTS,EXTRACURR | $91,838 | $91,838 | |
| CLASSROOM & CURRICULUM | $69,280 | $69,280 | |
| OTHER EXPENSES | $17,620 | $16,382 | $1,238 |
| FORGIVEN TUITION, UNCOL | $13,342 | $13,342 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,639 | TotalAmt |
| Program Services | $3,639 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,343,563 | TotalAmt |
| Program Services | $2,165,652 | ProgramServicesAmt |
| Management And General | $164,218 | ManagementAndGeneralAmt |
| Fundraising | $13,693 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,094 | BOYAmt |
| EOY | $40,860 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,861 | BOYAmt |
| EOY | $32,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,226,132 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,308 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,214,471 | BOYAmt |
| EOY | $1,171,824 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $96,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,426 | BOYAmt |
| EOY | $1,341,424 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,919 | BOYAmt |
| EOY | $8,456 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,634 | BOYAmt |
| EOY | $228,078 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,140 | BOYAmt |
| EOY | $494,718 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,740 | BOYAmt |
| EOY | $507,730 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,790 | BOYAmt |
| EOY | $475,133 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,223 | BOYAmt |
| EOY | $1,714,115 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$236,797 | BOYAmt |
| EOY | -$372,691 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$236,797 | BOYAmt |
| EOY | -$372,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,426 | BOYAmt |
| EOY | $1,341,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$135,894 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $660,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,454 | DepreciationAmt |
| Book Value | $646,307 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $542,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,095 | DepreciationAmt |
| Book Value | $524,749 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,700 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $827 | OtherCostOrOtherBasisAmt |
| Depreciation | $59 | DepreciationAmt |
| Book Value | $768 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,171,824 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TUITION | Desc |
| Amt | $475,133 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $475,133 | TotalLiabilityAmt |
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 | NOTIFICATION HAS BEEN MADE ON THE WEBSITE AND HANDBOOKS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION REDUCTION/FINANCIAL AID | GrantTypeTxt |
| Recipient | 138 | RecipientCnt |
| Non Cash Assistance | $321,986 | NonCashAssistanceAmt |
| Valuation Method Used | REDUCTION FROM PUBLISHED TUITION CHARGES. | ValuationMethodUsedDesc |
| Non Cash Assistance | SEE DESCRIPTION BELOW IN PART IV. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III (F) DESCRIPTION OF NON-CASH ASSISTANCE: | FormAndLineReferenceDesc |
| Explanation | REDUCED TUITION IS CHARGED TO FAMILIES WHO QUALIFY, BASED ON AN EVALUATION CONDUCTED BY FACTS, AN INDEPENDENT ORGANIZATION THAT PROVIDES AN OBJECTIVE FINANCIAL NEEDS ASSESSMENT. FINANCIAL AID/ TUITION REDUCTION IS PROVIDED TO QUALIFIED STUDENTS/FAMILIIES WHO DO NOT HAVE THE FINANCIAL RESOURCES TO PAY FULL TUITION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (11 entries)
| Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd | Relationship With OrgRelationshipWithOrgTxt |
|---|---|---|---|---|---|---|---|
| MIKE KIM BOLLEN | |||||||
| FACILITY DEVELOPMENT | Yes (X) | $35,000 | $11,425 | 0 | Yes (1) | Yes (1) | |
| ROBERT ALICE BALL | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $25,000 | $27,084 | 0 | Yes (1) | Yes (1) | SUBSTANTIAL CONTRIBUTOR |
| JENNIFER ELKHOURI | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $10,000 | $11,048 | 0 | Yes (1) | Yes (1) | CURRENT BOARD MEMBER |
| HESS FAMILY TRUST | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $10,000 | $10,413 | 0 | Yes (1) | Yes (1) | CURRENT BOARD MEMBER |
| HESS FAMILY TRUST | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $10,000 | $10,622 | 0 | Yes (1) | Yes (1) | CURRENT BOARD MEMBER |
| KEVIN AND MARY BETH KOTOWSKI | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $10,000 | $10,556 | 0 | Yes (1) | Yes (1) | CURRENT BOARD MEMBER |
| DAVID MURRELL | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $40,000 | $41,000 | 0 | Yes (1) | Yes (1) | CURRENT BOARD MEMBER |
| PAUL HILARY WOODFORD | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $25,000 | $26,031 | 0 | Yes (1) | Yes (1) | SUBSTANTIAL CONTRIBUTOR |
| PAUL HILARY WOODFORD | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $25,000 | $26,555 | 0 | Yes (1) | Yes (1) | SUBSTANTIAL CONTRIBUTOR |
| PAUL HILARY WOODFORD | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $25,000 | $27,084 | 0 | Yes (1) | Yes (1) | SUBSTANTIAL CONTRIBUTOR |
| PAUL HILARY WOODFORD | |||||||
| INVESTMENT IN FACILITY | Yes (X) | $25,000 | $26,260 | 0 | Yes (1) | Yes (1) | SUBSTANTIAL CONTRIBUTOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $228,078 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INTERESTED PERSONS | PersonNm |
| Relationship With Org | INTERESTED PERSON | RelationshipWithOrgTxt |
| Cash Grant | $3,580 | CashGrantAmt |
| Type Of Assistance | TUITION DISCOUNTS PER SCHOOLWIDE MULTI-STUDENT & FULL PAY POLICIES | TypeOfAssistanceTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 990 REVIEW (BY BOARD BEFORE FILING) - DESCRIPTION OF STEPS TAKEN I. ONCE THE 990 IS PREPARED, IT IS SENT ELECTRONICALLY TO ALL TRUSTEES. II. ALL TRUSTEES ARE RESPONSIBLE TO REVIEW THE FORM 990, TAKING THIS OPPORTUNITY TO PROVIDE THE ORGANIZATION WITH ESSENTIAL, HANDS-ON LEADERSHIP. III.THE TRUSTEES SEND WRITTEN COMMENTS REGARDING FORM 990 OR A SIMPLE STATEMENT OF APPROVAL TO THE BOARD TREASURER. IV. THE TREASURER SENDS COPIES OF ALL COMMUNICATION FROM THE TRUSTEES TO THE BUSINESS MANAGER. THESE COPIES ARE RETAINED WITH THE ORGANIZATION'S COPY OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY - DESCRIPTION OF COMPLIANCE MONITORING I. ANY AFET TRUSTEE OR OFFICER OR EMPLOYEE WHO WANTS TO SPEND OR OTHERWISE OBLIGATE AFET'S RESOURCES AND WHO STANDS TO BENEFIT FROM THE RESULTING TRANSACTION HAS A DUTY TO FIRST DISCLOSE THAT CONFLICT OF INTEREST TO THE AFET BOARD OF TRUSTEES. THE DISCLOSURE SHOULD BE MADE VIA THE CHAIRMAN OF THE BOARD OF TRUSTEES, OR IN HIS OR HER ABSENCE, VIA THE VICE CHAIRMAN OF THE BOARD. II. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST THE BOARD OF TRUSTEES SHALL DISCUSS THE MATTER AND DETERMINE BY VOTE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT IN KEEPING WITH GOD-HONORING, ETHICAL OVERSIGHT, AND WITH THE GOAL OF PROTECTING AFET'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE, WITHOUT THE PRESENCE OR THE VOTE OF ANY INTERESTED TRUSTEE. III. NO MEMBER OF THE BOARD OF TRUSTEES OR OFFICER SHALL PARTICIPATE IN ANY DISCUSSION AT A BOARD MEETING OR VOTE ON ANY MATTER IN WHICH HE OR SHE OR A MEMBER OF HIS IMMEDIATE FAMILY HAS POTENTIAL CONFLICT OF INTEREST DUE TO HAVING MATERIAL ECONOMIC INVOLVEMENT REGARDING THE MATTER BEING DISCUSSED. WHEN SUCH A SITUATION PRESENTS ITSELF THE TRUSTEE MUST ANNOUNCE HIS OR HER POTENTIAL CONFLICT OF INTEREST TO THE BOARD, DISQUALIFY HIMSELF OR HERSELF, AND BE EXCUSED FROM THE BOARD MEETING UNTIL DISCUSSION IS COMPLETED AND A DECISION REGARDING THE MATTER IS MADE BY NON-BIASED, DISINTERESTED TRUSTEES. THE ONLY EXCEPTION IS THAT HE OR SHE MAY BE CALLED UPON BY THE PRESIDING OFFICER OF THE BOARD MEETING TO PROVIDE CLARIFYING INFORMATION, UNLESS A DISINTERESTED TRUSTEE OBJECTS, IN WHICH CASE A DECISION WILL BE MADE BY MAJORITY VOTE OF THE BOARD TO EXCLUDE OR PERMIT THE CLARIFYING INFORMATION. IV. UPON COMMENCEMENT OF THEIR SERVICE, A COPY OF THIS POLICY SHALL BE GIVEN TO ALL TRUSTEES AND OFFICERS AND EMPLOYEES WHO ARE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING OR OTHERWISE MANAGING AFET'S RESOURCES. AT THAT TIME, THEY SHALL SIGN AND DATE THAT THEY HAVE READ AND UNDERSTOOD THE POLICY AND DISCLOSE IN WRITING ANY EXCEPTIONS TO THE POLICY THAT THEY ARE AWARE OF. |
| FORM 990, PART VI, SECTION C, LINE 19 | AD FONTES EDUCATIONAL TRUST MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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