WHITBY SCHOOL INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WHITBY SCHOOL INC (EIN 06-0732917)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-27
- IRS object ID
- 201720589349300302
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-27T08:53:27-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 CANAL STREET 4TH FLOOR | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | 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 | 060732917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHITBY SCHOOL INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 2038698464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 969 LAKE AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE SUMMERS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2038698464 | PhoneNum |
| Signature | 2017-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD J POLCHINSKI | PreparerPersonNm |
| PTIN | P00583238 | PTIN |
| Phone | 2033273112 | PhoneNum |
| 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 | MICHELLE SUMMERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 969 LAKE AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,394,329 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WHITBYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION OPERATES AN ACCREDITED COEDUCATIONAL DAY SCHOOL | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 151 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,542,292 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,268,865 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,695,552 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,618,175 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$85,003 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,872 | CYInvestmentIncomeAmt |
| PY Other Revenue | $446,768 | PYOtherRevenueAmt |
| CY Other Revenue | $342,840 | CYOtherRevenueAmt |
| PY Total Revenue | $16,599,609 | PYTotalRevenueAmt |
| CY Total Revenue | $17,248,752 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $600,753 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $747,688 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,792,803 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,184,820 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $480,108 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,321,193 | PYOtherExpensesAmt |
| CY Other Expenses | $3,945,094 | CYOtherExpensesAmt |
| PY Total Expenses | $15,714,749 | PYTotalExpensesAmt |
| CY Total Expenses | $15,877,602 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $884,860 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,371,150 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,334,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,589,104 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,217,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,050,006 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,117,625 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,539,098 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WHITBY INSPIRES A PASSION FOR LEARNING AND EMPOWERS EACH CHILD TO TAKE RESPONSIBILITY AS AN OPEN-MINDED PRINCIPLED CITIZEN IN A GLOBAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,376,118 | ExpenseAmt |
| Grant | $747,688 | GrantAmt |
| Revenue | $15,650,585 | RevenueAmt |
| Desc | WHITBY IS A CO-EDUCATIONAL INDEPENDENT SCHOOL FOR STUDENTS AGES 18 MONTHS THROUGH GRADE 8. THE SCHOOL'S ACADEMICALLY FORWARD AND CHALLENGING LEARNING ENVIRONMENT UNIQUELY READIES STUDENTS TO BECOME CURIOUS, CONFIDENT AND CRITICAL-THINKING GLOBAL CITIZENS. BY COMBINING THE MONTESSORI APPROACH AND INTERNATIONAL BACCALAUREATE (IB) PROGRAM, WHITBY ENDOWS EACH STUDENT WITH DISTINCT EDUCATIONAL ADVANTAGES. THE SCHOOL PROGRAM OFFERS A THOROUGH AND PROGRESSIVE CURRICULUM INCLUSIVE OF A DYNAMIC VISUAL AND PERFORMING ARTS PROGRAM AND AN EXTENSIVE CO-CURRICULAR PROGRAM OFFERING OVER 60 COURSES INCLUSIVE OF ATHLETICS, ROBOTICS AND MODEL UNITED NATIONS. THE SCHOOL INCORPORATES COMMUNITY SERVICE INTO THE CURRICULUM. ALL 7TH AND 8TH GRADE STUDENTS PERFORM AT LEAST 10 HOURS OF COMMUNITY SERVICE PER A YEAR WITH PARTNER ORGANIZATIONS, AND HAVE AN OPPORTUNITY TO PARTICIPATE IN A SERVICE ABROAD TRIP EACH JUNE.DURING THE YEAR, 445 STUDENTS WERE ENROLLED AT WHITBY WITH 40% OF WHOM WERE INTERNATIONAL STUDENTS REPRESENTING 27 COUNTRIES. THE STUDENT TO TEACHER RATIO IS AN AVERAGE OF 5:1, ALLOWING FOR SMALL CLASSES AND DIFFERENTIATED LEARNING. 73% OF THE FACULTY HOLD GRADUATE DEGREES AND 76% ARE IB TRAINED. | Desc |
| Total Program Service Expenses | $12,376,118 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 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 | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 151 | 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 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE SUMMERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038698464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 969 LAKE AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PATRICIA FRANKLIN | ||||||||
| CHAIR/TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGOR ANDRADE | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| RAY BARTOSZEK | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| ALEX BEHRING | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN HENNESSY | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| LISA MERZON | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| ANN MARIE PALLADINO | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| SUHAIL RIZVI | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| OKTAY KURBANOV | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| MIGUEL PATRICIO | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| NOVELLE V GRAINGER | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| DEEPA JAVERI | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| PETER RESNICK | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN NIXON | ||||||||
| HEAD OF SCHOOL | 40.00 | $361,741 | $0 | $123,260 | Yes (X) | |||
| ROBERT CURIS | ||||||||
| CFO/DEAN OF BUS. AFFAIRS | 40.00 | $92,879 | $0 | $14,858 | Yes (X) | |||
| SIMONE BECKER | ||||||||
| HEAD OF LOWER SCHOOL | 40.00 | $169,220 | $0 | $77,287 | Yes (X) | |||
| JOHNATHAN CHEIN | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $132,755 | $0 | $84,174 | Yes (X) | |||
| TIMOTHY SCHWARTZ | ||||||||
| DIRECTOR OF INNOVATION | 40.00 | $136,328 | $0 | $91,411 | Yes (X) | |||
| THOMAS COLEMAN | ||||||||
| DIRECTOR OF FACILITIES | 40.00 | $118,761 | $0 | $21,811 | Yes (X) | |||
| LYNN BRUM | ||||||||
| DIRECTOR OF INST. ADVANCEM | 40.00 | $148,462 | $0 | $7,825 | Yes (X) | |||
| NADIA MEIER | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $117,659 | $0 | $50,113 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,277,805 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $470,739 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREEN CONSTRUCTION MANAGEMENT LLC | |||||
| 99 HICKORY HILL DRIVE | WATERBURY | CT | 06708 | UPGRADE OF WASTE WATER TREATMENT PLANT | $201,462 |
| RSM US LLP | |||||
| 850 CANAL STREET | STAMFORD | CT | 06902 | ACCOUNTING SERVICE | $107,269 |
| APPLESEED EXPEDITIONS | |||||
| 39 LOGAN LANE | SANTA ROSA BEACH | FL | 32459 | INTERNATIONAL STUDENT TRAVEL | $104,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $78,925 | MembershipDuesAmt |
| Fundraising | $37,687 | FundraisingAmt |
| All Other Contributions | $1,152,253 | AllOtherContributionsAmt |
| Noncash Contributions | $22,370 | NoncashContributionsAmt |
| Total Contributions | $1,268,865 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION INCOME | 611110 | $14,921,766 | $14,921,766 |
| OTHER EDUCATION PROGRAM | 611110 | $567,229 | $567,229 |
| FORFEITED DEPOSITS | 611110 | $116,205 | $116,205 |
| APPLICATION FEES | 611110 | $12,975 | $12,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,618,175 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,872 | TotalRevenueColumnAmt |
| Exclusion | $18,872 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $456,007 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,687 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $145,577 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,430 | TotalRevenueColumnAmt |
| Exclusion | $310,430 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $32,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,410 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,410 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,248,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,650,585 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $329,302 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,688 | TotalAmt |
| Program Services | $747,688 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,030 | TotalAmt |
| Program Services | $771,840 | ProgramServicesAmt |
| Management And General | $419,950 | ManagementAndGeneralAmt |
| Fundraising | $152,240 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,215,436 | TotalAmt |
| Program Services | $5,711,742 | ProgramServicesAmt |
| Management And General | $1,345,011 | ManagementAndGeneralAmt |
| Fundraising | $158,683 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,897 | TotalAmt |
| Program Services | $205,955 | ProgramServicesAmt |
| Management And General | $56,065 | ManagementAndGeneralAmt |
| Fundraising | $9,877 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,743 | TotalAmt |
| Program Services | $1,474,463 | ProgramServicesAmt |
| Management And General | $237,450 | ManagementAndGeneralAmt |
| Fundraising | $41,830 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,714 | TotalAmt |
| Program Services | $454,268 | ProgramServicesAmt |
| Management And General | $123,661 | ManagementAndGeneralAmt |
| Fundraising | $21,785 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,302 | TotalAmt |
| Management And General | $57,302 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,843 | TotalAmt |
| Management And General | $168,843 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,703 | TotalAmt |
| Management And General | $30,703 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,879 | TotalAmt |
| Program Services | $102,457 | ProgramServicesAmt |
| Management And General | $54,219 | ManagementAndGeneralAmt |
| Fundraising | $2,203 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,801 | TotalAmt |
| Management And General | $32,365 | ManagementAndGeneralAmt |
| Fundraising | $2,436 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,656 | TotalAmt |
| Program Services | $173,744 | ProgramServicesAmt |
| Management And General | $57,912 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,938 | TotalAmt |
| Program Services | $550,656 | ProgramServicesAmt |
| Management And General | $63,294 | ManagementAndGeneralAmt |
| Fundraising | $18,988 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,400 | TotalAmt |
| Program Services | $18,300 | ProgramServicesAmt |
| Management And General | $6,100 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,835 | TotalAmt |
| Program Services | $114,236 | ProgramServicesAmt |
| Management And General | $6,142 | ManagementAndGeneralAmt |
| Fundraising | $2,457 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,851 | TotalAmt |
| Program Services | $906,611 | ProgramServicesAmt |
| Management And General | $68,240 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,992 | TotalAmt |
| Program Services | $104,244 | ProgramServicesAmt |
| Management And General | $34,748 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| INSTRUCTIONAL AND STUDE | $616,400 | $599,546 | $16,854 | |
| EMPLOYEE SEARCH/HUMAN R | $219,673 | $164,755 | $54,918 | |
| FACULTY DEVELOPMENT | $131,885 | $109,457 | $8,943 | $13,485 |
| BANK AND RELATED FEES | $109,796 | $102,110 | $2,196 | $5,490 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,140 | TotalAmt |
| Program Services | $64,046 | ProgramServicesAmt |
| Management And General | $185,478 | ManagementAndGeneralAmt |
| Fundraising | $41,616 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,877,602 | TotalAmt |
| Program Services | $12,376,118 | ProgramServicesAmt |
| Management And General | $3,021,376 | ManagementAndGeneralAmt |
| Fundraising | $480,108 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,461,791 | BOYAmt |
| EOY | $4,594,600 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234,320 | BOYAmt |
| EOY | $726,322 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,318,812 | BOYAmt |
| EOY | $15,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,539,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,193,817 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,464,146 | BOYAmt |
| EOY | $25,345,224 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,434 | BOYAmt |
| EOY | $2,772,161 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,313 | BOYAmt |
| EOY | $135,016 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,334,816 | BOYAmt |
| EOY | $33,589,104 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,767 | BOYAmt |
| EOY | $982,251 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,278,867 | BOYAmt |
| EOY | $9,791,826 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,660,557 | BOYAmt |
| EOY | $2,275,929 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,217,191 | BOYAmt |
| EOY | $13,050,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,506,134 | BOYAmt |
| EOY | $19,424,163 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,414,131 | BOYAmt |
| EOY | $917,575 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,360 | BOYAmt |
| EOY | $197,360 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,117,625 | BOYAmt |
| EOY | $20,539,098 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,334,816 | BOYAmt |
| EOY | $33,589,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,371,150 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $50,323 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,911,491 | BeginningYearBalanceAmt |
| Contributions | $806,380 | ContributionsAmt |
| Other Expenditures | $1,302,936 | OtherExpendituresAmt |
| End Year Balance | $1,414,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,132,303 | BeginningYearBalanceAmt |
| Contributions | $1,109,000 | ContributionsAmt |
| Other Expenditures | $1,329,812 | OtherExpendituresAmt |
| End Year Balance | $1,911,491 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,826,507 | BeginningYearBalanceAmt |
| Contributions | $2,448,601 | ContributionsAmt |
| Other Expenditures | $3,142,805 | OtherExpendituresAmt |
| End Year Balance | $2,132,303 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $900,148 | BeginningYearBalanceAmt |
| Contributions | $3,708,995 | ContributionsAmt |
| Other Expenditures | $1,782,636 | OtherExpendituresAmt |
| End Year Balance | $2,826,507 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $385,460 | BeginningYearBalanceAmt |
| Contributions | $826,006 | ContributionsAmt |
| Other Expenditures | $311,318 | OtherExpendituresAmt |
| End Year Balance | $900,148 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.65000 | 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 | $39,989 | OtherCostOrOtherBasisAmt |
| Book Value | $39,989 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,664,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,576,987 | DepreciationAmt |
| Book Value | $24,087,077 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $194,986 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,550 | DepreciationAmt |
| Book Value | $172,436 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,640,002 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,594,280 | DepreciationAmt |
| Book Value | $1,045,722 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,345,224 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOVERNMENT MONEY MARKET FUND | Desc |
| Book Value | $2,772,161 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,772,161 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,949,196 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $50,323 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,349,879 | OtherRevenueAmt |
| Revenue Not Reported | -$1,299,556 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,248,752 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,248,752 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,527,723 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,349,879 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,349,879 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,877,602 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,877,602 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | $197,360 OF PERMANENTLY RESTRICTED NET ASSETS CONSISTS OF ENDOWMENT FUND INVESTMENTS TO BE HELD INDEFINITELY AS REQUIRED BY THE ORIGINAL DONORS, THE INCOME (INCLUDING REALIZED AND UNREALIZED GAINS) IS EXPENDABLE TO SUPPORT THE STIPULATED ACTIVITY. $917,575 OF TEMPORARILY RESTRICTED NET ASSETS ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS SUCH AS USE FOR TECHNOLOGY, MATH, SCIENCE, ATHLETICS AND OTHER PROGRAMS. |
| PART X, LINE 2: | THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE ON ACCOUTNING FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL EVALUATED THEIR TAX POSITIONS AS OF JUNE 30, 2016 AND 2015 AND CONCLUDED THAT THE SCHOOL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID AND REMISSION NETTED WITH TUITION ON FINANCIAL STATEMENTS -1,349,879. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID AND REMISSION NETTED WITH TUITION ON FINANCIAL STATEMENTS -1,349,879. |
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'S RACIAL NONDISCRIMINATORY POLICY IS REFERRED TO IN ALL ITS ADVERTISEMENTS INCLUDING LOCAL NEWSPAPERS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CARRIBEAN-DOMINIC REPUBLIC | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | EDUCATIONAL TRIP | SpecificServicesProvidedTxt |
| Region Total Expenditures | $104,503 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $104,503 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $104,503 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PARENT ASSOCIATION BOOKFAIR & EVENT | Event1Nm |
| Gross Receipts Event1 | $57,074 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $57,074 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,939 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $21,775 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $24,394 | OtherDirectExpensesEvent1Amt |
| Event2 | SPRING BENEFIT | Event2Nm |
| Gross Receipts Event2 | $436,620 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $37,687 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $398,933 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $6,918 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $44,906 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $650 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $31,495 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $493,694 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,687 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $456,007 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,918 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $57,845 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $22,425 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,889 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $145,577 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $310,430 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID FOR TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 47 | RecipientCnt |
| Cash Grant | $747,688 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 SCHEDULE I PART IV | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS EVALUATED AND AWARDED BY A FINANCIAL AID COMMITTEE. THE FINANCIAL AID BUDGET IS 10% OF THE TUITION. FAMILIES WHO WISH TO BE CONSIDERED FOR FINANCIAL ASSISTANCE MUST COMPLETE THE FINANCIAL AID FOR SCHOOL TUITION (FAST) APPLICATION. AWARDS ARE BASED ON NEED AND AVAILABILITY OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRYAN NIXON | ||||||||||||||
| HEAD OF SCHOOL | $325,741 | $0 | $36,000 | $0 | $0 | $0 | $13,250 | $0 | $110,010 | $0 | $485,001 | $0 | $0 | $0 |
| SIMONE BECKER | ||||||||||||||
| HEAD OF LOWER SCHOOL | $144,220 | $0 | $25,000 | $0 | $0 | $0 | $7,501 | $0 | $69,786 | $0 | $246,507 | $0 | $0 | $0 |
| JOHNATHAN CHEIN | ||||||||||||||
| HEAD OF UPPER SCHOOL | $117,755 | $0 | $15,000 | $0 | $0 | $0 | $6,090 | $0 | $78,084 | $0 | $216,929 | $0 | $0 | $0 |
| TIMOTHY SCHWARTZ | ||||||||||||||
| DIRECTOR OF INNOVATION | $136,328 | $0 | $0 | $0 | $0 | $0 | $6,000 | $0 | $85,411 | $0 | $227,739 | $0 | $0 | $0 |
| LYNN BRUM | ||||||||||||||
| DIRECTOR OF INST. ADVANCEM | $148,462 | $0 | $0 | $0 | $0 | $0 | $7,501 | $0 | $324 | $0 | $156,287 | $0 | $0 | $0 |
| NADIA MEIER | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $117,659 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,113 | $0 | $167,772 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FOR THE HEAD OF SCHOOL, INCLUDED IN OTHER COMPENSATION IS HOUSING RESIDENCE FOR PERSONAL USE AND A HOUSEKEEPER. NEITHER OF THESE ARE TAXABLE BENEFITS. |
| PART I, LINE 7 | EMPLOYMENT AGREEMENT HAS A BONUS AMOUNT THAT IS BASED ON PERFORMANCE. IT IS STATED AT THE BEGINNING OF THE YEAR AS TO WHAT THE MAXIMUM AMOUNT IS AND IS EVALUATED AND PAID BASED ON ACHIEVEMENT OF AGREED UPON GOALS FOR THAT YEAR. THE BONUS IS PAID IN THE YEAR EARNED. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $15,275 | CashGrantAmt |
| Type Of Assistance | GRANT | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION ASSISATNCE | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FULL 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND TAX COUNSEL. THE FULL BOARD REVIEWS THE 990 WITHOUT SCHEDULE B. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH PERSON SERVING AS A TRUSTEE OR OFFICER OF THE WHITBY SCHOOL IS REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH NEW PERSON SERVING AS A TRUSTEE, OFFICER OR KEY EMPLOYEE OF THE WHITBY SCHOOL IS REQUIRED TO ANNUALLY COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE GOVERNANCE COMMITTEE REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST AND MAKES RECOMMENDATIONS TO THE BOARD IF ANY CONFLICTS ARISE FOR FURTHER DISCUSSION AND ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEW OF COMPENSATION FOR THE HEAD OF SCHOOL AND FOR SENIOR MEMBERS OF THE FACULTY AND STAFF IS DONE INDEPENDENTLY BY, IN THE CASE OF THE HEAD OF SCHOOL'S AND CFO'S COMPENSATION, THE BOARD OF TRUSTEES AND, IN THE CASE OF OTHER SENIOR MEMBERS OF THE FACULTY AND STAFF, BY THE HEAD OF SCHOOL. COMPARABLE COMPENSATION DATA IS PART OF THE INDEPENDENT REVIEWS WITH SOURCES DRAWN FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) AND LOCALLY FROM INDEPENDENT SCHOOLS COMPRISING FAIRCHESTER (FAIRFIELD COUNTY, CT AND WESTCHESTER COUNTY, NY). FOR THE HEAD OF SCHOOL'S MOST RECENT MULTI-YEAR CONTRACT, THE BOARD OF TRUSTEES HAD ENGAGED AN INDEPENDENT HUMAN RESOURCE CONSULTANCY TO DO AN IN-DEPTH ANALYSIS OF THE COMPENSATION MARKET OF THAT POSITION AT COMPARABLE SCHOOLS. THE CONSULTANCY ALSO ASSISTED THE BOARD IN DETERMINING THE HEAD'S COMPENSATION PACKAGE. AS PART OF THAT ENGAGEMENT, THE CONSULTANT PROVIDED WHITBY WITH A REASONABLENESS COMPLIANCE TAX LETTER (INTERMEDIATE SANCTIONS) IN ADDITION TO THE MORE GENERAL NOTES AND OTHER CONTEMPORANEOUS DOCUMENTATION OF THE BOARD'S INDEPENDENT ANNUAL REVIEW OF THE HEAD OF SCHOOL'S COMPENSATION BEING MAINTAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990 PART XII, LINE 2C | NO CHANGE IN PROCESS |