UNIVERSITY LAKE SCHOOL INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY LAKE SCHOOL INC (EIN 39-0942763)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201711329349304836
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T14:08:44-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 390942763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY LAKE SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2623676011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN MCFADDEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2623676011 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2017-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEAN MCFADDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,792,036 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIVERSITYLAKE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND A UNIQUE APPROACH TO LEARNING. OUR DYNAMIC AND RIGOROUS CURRICULUM CHALLENGES THE WHOLE STUDENT BY INTEGRATING INNOVATIVE ACADEMIC, LEADERSHIP, ATHLETIC, ARTISITIC, AND SERVICE LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. WE INSPIRE: INTELLECTUAL CUROSITY, ORIGINAL THINKING, PERSONAL INTEGRITY, AND CHARACTER THROUGH SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 94 | TotalEmployeeCnt |
| Total Volunteers | 370 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $718,377 | PYContributionsGrantsAmt |
| CY Contributions Grants | $840,096 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,216,459 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,652,366 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,264 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,481 | CYInvestmentIncomeAmt |
| PY Other Revenue | $178,818 | PYOtherRevenueAmt |
| CY Other Revenue | $190,266 | CYOtherRevenueAmt |
| PY Total Revenue | $5,157,918 | PYTotalRevenueAmt |
| CY Total Revenue | $5,748,209 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $789,041 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,122,373 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,073,659 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,354,876 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $158,495 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,877,142 | PYOtherExpensesAmt |
| CY Other Expenses | $1,746,476 | CYOtherExpensesAmt |
| PY Total Expenses | $5,739,842 | PYTotalExpensesAmt |
| CY Total Expenses | $6,223,725 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$581,924 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$475,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,252,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,775,387 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,503,212 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,501,911 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,749,467 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,273,476 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARARBLE EDUCATION DRIVEN BY HIGH STANDARDS AND AN UNIQUE APPROACH TO LEARNING. OUR DYNAMIC AND RIGOROUS CURRICULUM CHALLENGES THE WHOLE STUDENT BY INTEGRATING INNOVATIVE ACADEMIC, LEADERSHIP, ATHLETIC, ARTISITIC AND SERVICE LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,442,877 | ExpenseAmt |
| Revenue | $4,652,366 | RevenueAmt |
| Desc | INSTRUCTION AND STUDENT ACTIVITIES - ACTIVITIES RELATED TO THE EDUCATION OF THE SCHOOL'S STUDENTS (APPROXIMATELY 280 STUDENTS). ALL GRADUATES ATTEND COLLEGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,122,373 | ExpenseAmt |
| Grant | $1,122,373 | GrantAmt |
| Desc | FINANCIAL AID AND DISCOUNTS - THE SCHOOL FINANCIAL AID PROGRAM ALLOWS STUDENTS ATTEND. 189 STUDENTS WERE SERVED BY THESE PROGRAMS. THE PROGRAMS ARE NON-DISCRIMINATORY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $454,416 | ExpenseAmt |
| Desc | THE CONSUMABLE EDUCATIONAL MATERIALS, EXPERIENCES, FIELD TRIPS, TECHNOLOGY, TEXTBOOKS, ARTISTIC AND ATHLETIC ITEMS USED BY THE FACULTY AND STUDENTS TO SUPPORT THE EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,019,666 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 94 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 14 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY HORNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2623676011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JEAN MCFADDEN | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN FLANAGAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM D'AMBRISI | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HOLLY WARNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY ROSENHEIMER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIMOTHY REYNOLDS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GEHL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTIN DITKOF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANK EHRSAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN O'HORO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET TACKES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM RIX | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA TIMM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI ZINDL | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIMOTHY HORNER | ||||||
| ASSOC. HEAD OF SCHOOL | 40.00 | Yes (X) | $127,687 | $0 | $46,339 | |
| RON SMYCZEK | ||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $128,356 | $0 | $57,840 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $256,043 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,179 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,000 | FundraisingAmt |
| All Other Contributions | $835,096 | AllOtherContributionsAmt |
| Noncash Contributions | $79,127 | NoncashContributionsAmt |
| Total Contributions | $840,096 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,652,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,652,366 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,652,366 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,706 | TotalRevenueColumnAmt |
| Exclusion | $69,706 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,040 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,040 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,040 | TotalRevenueColumnAmt |
| Exclusion | $14,040 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,225 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,225 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,225 | TotalRevenueColumnAmt |
| Exclusion | -$4,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $173,803 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,602 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,201 | TotalRevenueColumnAmt |
| Exclusion | $134,201 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,025 | TotalRevenueColumnAmt |
| Exclusion | $42,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,025 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,748,209 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,652,366 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $255,747 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,122,373 | TotalAmt |
| Program Services | $1,122,373 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,043 | TotalAmt |
| Management And General | $256,043 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,276,719 | TotalAmt |
| Program Services | $1,775,796 | ProgramServicesAmt |
| Management And General | $392,284 | ManagementAndGeneralAmt |
| Fundraising | $108,639 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,583 | TotalAmt |
| Program Services | $15,044 | ProgramServicesAmt |
| Management And General | $9,926 | ManagementAndGeneralAmt |
| Fundraising | $613 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,619 | TotalAmt |
| Program Services | $399,394 | ProgramServicesAmt |
| Management And General | $208,201 | ManagementAndGeneralAmt |
| Fundraising | $6,024 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,912 | TotalAmt |
| Program Services | $130,405 | ProgramServicesAmt |
| Management And General | $44,600 | ManagementAndGeneralAmt |
| Fundraising | $7,907 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,382 | TotalAmt |
| Management And General | $12,382 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,325 | TotalAmt |
| Management And General | $20,325 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669 | TotalAmt |
| Management And General | $669 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,298 | TotalAmt |
| Management And General | $190,298 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,324 | TotalAmt |
| Program Services | $8,015 | ProgramServicesAmt |
| Management And General | $8,940 | ManagementAndGeneralAmt |
| Fundraising | $1,369 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,040 | TotalAmt |
| Program Services | $103,458 | ProgramServicesAmt |
| Management And General | $8,223 | ManagementAndGeneralAmt |
| Fundraising | $6,359 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,482 | TotalAmt |
| Management And General | $309,482 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,230 | TotalAmt |
| Program Services | $10,765 | ProgramServicesAmt |
| Management And General | $2,465 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,078 | TotalAmt |
| Management And General | $457,078 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,465 | TotalAmt |
| Management And General | $78,465 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $379,842 | $306,075 | $46,183 | $27,584 |
| FIELD TRIPS | $105,225 | $105,225 | ||
| ATHLETICS | $43,116 | $43,116 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,223,725 | TotalAmt |
| Program Services | $4,019,666 | ProgramServicesAmt |
| Management And General | $2,045,564 | ManagementAndGeneralAmt |
| Fundraising | $158,495 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,293 | BOYAmt |
| EOY | $176,423 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,199 | BOYAmt |
| EOY | $3,825,577 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077 | BOYAmt |
| EOY | $6,002 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,173 | BOYAmt |
| EOY | $37,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,292,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,787,617 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,855,027 | BOYAmt |
| EOY | $6,505,261 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,137,910 | BOYAmt |
| EOY | $2,225,025 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,252,679 | BOYAmt |
| EOY | $12,775,387 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,385 | BOYAmt |
| EOY | $453,345 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,021,535 | BOYAmt |
| EOY | $1,013,267 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,292 | BOYAmt |
| EOY | $35,299 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,212 | BOYAmt |
| EOY | $1,501,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,610,189 | BOYAmt |
| EOY | $6,209,295 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,168,495 | BOYAmt |
| EOY | $2,050,871 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,970,783 | BOYAmt |
| EOY | $3,013,310 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,749,467 | BOYAmt |
| EOY | $11,273,476 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,252,679 | BOYAmt |
| EOY | $12,775,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$475,516 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$475 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,156,272 | BeginningYearBalanceAmt |
| Contributions | $41,619 | ContributionsAmt |
| Investment Earnings Or Losses | $65,006 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $669 | AdministrativeExpensesAmt |
| End Year Balance | $2,262,228 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,086,911 | BeginningYearBalanceAmt |
| Contributions | $17,642 | ContributionsAmt |
| Investment Earnings Or Losses | $52,388 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $669 | AdministrativeExpensesAmt |
| End Year Balance | $2,156,272 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,386,948 | BeginningYearBalanceAmt |
| Contributions | $12,474 | ContributionsAmt |
| Investment Earnings Or Losses | $215,962 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $527,501 | OtherExpendituresAmt |
| Administrative Expenses | $972 | AdministrativeExpensesAmt |
| End Year Balance | $2,086,911 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,636,849 | BeginningYearBalanceAmt |
| Contributions | $280 | ContributionsAmt |
| Investment Earnings Or Losses | $128,782 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,350 | GrantsOrScholarshipsAmt |
| Other Expenditures | $369,281 | OtherExpendituresAmt |
| Administrative Expenses | $1,332 | AdministrativeExpensesAmt |
| End Year Balance | $2,386,948 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,667,348 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,034 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,110 | GrantsOrScholarshipsAmt |
| Other Expenditures | $97,890 | OtherExpendituresAmt |
| Administrative Expenses | $1,533 | AdministrativeExpensesAmt |
| End Year Balance | $2,636,849 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.74000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,903 | OtherCostOrOtherBasisAmt |
| Book Value | $44,903 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,839,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,450,607 | DepreciationAmt |
| Book Value | $6,389,317 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $404,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $333,138 | DepreciationAmt |
| Book Value | $71,041 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,872 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,505,261 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET RETIREMENT OBLIGATION | Desc |
| Amt | $35,299 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,299 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,664,963 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$475 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$475 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,665,438 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,082,771 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,082,771 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,748,209 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,140,954 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,140,954 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,082,771 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,082,771 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,223,725 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR ON-GOING PROGRAMATIC AND STUDENT SCHOLARSHIP FUNDS. |
| PART X, LINE 2: | THE SCHOOL HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2016 AND 2015. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/SCHOLARSHIPS 1,122,373. FUNDRAISING EXPENSES -39,602. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/SCHOLARSHIPS 1,122,373. FUNDRAISING EXPENSES -39,602. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL OF ITS PUBLICATIONS AS WELL AS AN ANNUAL NOTICE IN THE LOCAL NEWSPAPER. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $85,576 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,576 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,172 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,659 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,087 | OtherDirectExpensesEvent1Amt |
| Event2 | BARN | Event2Nm |
| Gross Receipts Event2 | $79,127 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $79,127 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,763 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,021 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $14,100 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $14,100 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $178,803 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $173,803 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,172 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,422 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,108 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,602 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $134,201 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| NEEDS BASED FINANCIAL AID | 110 | $748,814 | BOOK | TUITION REDUCTION BASED ON THE FINANCIAL NEED |
| MERIT SCHOLARSHIPS | 24 | $318,562 | BOOK | TUITION REDUCTION BASED ON STUDENT ACHIEVEMENT |
| INCENTIVE AWARDS | 55 | $54,997 | BOOK | TUITION REDUCTION BASED ON PARTICIPATION IN A DEFINED PROGRAM |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL AWARDS ARE GRANTED TO STUDENTS ATTENDING UNIVERSITY LAKE SCHOOL, AND ARE APPLIED AS A CREDIT TO THE STUDENTS ACCOUNT AT THE SCHOOL. FINANCIAL AID IS AWARDED BY A COMMITTEE. MERIT SCHOLARSHIPS ARE BASED ON THE ACHIEVEMENT OF CRITERIA BY THE STUDENT. INCENTIVE AWARDS ARE QUALIFIED FOR BY PARTICIPATION IN DEFINED PROGRAMS DESIGNED TO IMPROVE ENROLLMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY HORNER | ||||||||||||||
| ASSOC. HEAD OF SCHOOL | $127,687 | $0 | $0 | $0 | $0 | $0 | $1,334 | $0 | $45,005 | $0 | $174,026 | $0 | $0 | $0 |
| RON SMYCZEK | ||||||||||||||
| HEAD OF SCHOOL | $128,356 | $0 | $0 | $0 | $0 | $0 | $1,332 | $0 | $56,508 | $0 | $186,196 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,215 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLIC SALE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $51,702 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLIC SALE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLIC AUCTION | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,635 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLIC AUCTION | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,070 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ADMISSIONS FEE | 1 | $6,050 | FMV |
| Yes (X) | SPORTING GOODS | 1 | $2,355 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES WILL BE PROVIDED A COPY OF THE 990 WITHOUT DONOR INFORMATION IN DRAFT FORM FOR REVIEW. THE COMMITTEE, COMPRISED OF SIX TRUSTEES, HAS RECEIVED FROM THE BOARD DELEGATED AUTHORITY AND RESPONSIBILITY TO ACT IN AN OVERSIGHT ROLE FOR THIS AND ALL TAX FILINGS. UPON ACCEPTANCE BY THE COMMITTEE, A COPY WITHOUT DONOR INFORMATION WILL BE PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO DISLOSE ANY CONFLICTS AT THE BEGINNING OF THE YEAR. THE BUSINESS OFFICE THEN MONITORS TRANSACTION RELATIVE TO THE DISCLOSED INFORMATION. WHEN A CONFLICT BECOMES KNOWN, THE BOARD IS INFORMED OF THE CONFLICT AND THE PERSON IS EXCUSED FROM THE DISCUSSION AND DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE HEAD OF SCHOOL AND ASSOCIATE HEAD OF SCHOOL IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. IN DETERMINING THIS COMPENSATION, THE COMMITTEE EVALUATES COMPARABLE LOCAL AND NATIONAL DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE DOCUMENTS NOT REQUIRED BY LAW (I.E. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS) AVAILABLE TO THE PUBLIC. |
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