STANLEY CLARK SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY CLARK SCHOOL (EIN 35-1019540)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-12
- IRS object ID
- 201741029349301054
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-12T17:00:08-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E Jefferson Blvd | AddressLine1Txt |
| Address Line2 | PO Box 7 | AddressLine2Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 466240007 | 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 | 351019540 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY CLARK SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 5742914200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3123 MIAMI STREET | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA GRUBB | PersonNm |
| Person Title | Head of School | PersonTitleTxt |
| Signature | 2017-01-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth J Keber | PreparerPersonNm |
| PTIN | P00240883 | PTIN |
| Phone | 5742323992 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA GRUBB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3123 MIAMI STREET | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,654,271 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.stanleyclark.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | To inspire and challenge students to achieve excellence in academics, the arts, athletics and character in a nurturing environment that fosters critical thinking, creativity, accountability to self and others and the discovery of each student's strengths and passions. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 111 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $71 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $71 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $835,688 | PYContributionsGrantsAmt |
| CY Contributions Grants | $979,861 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,502,869 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,458,571 | CYProgramServiceRevenueAmt |
| PY Investment Income | $364,124 | PYInvestmentIncomeAmt |
| CY Investment Income | $160,470 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$43,447 | PYOtherRevenueAmt |
| CY Other Revenue | -$70,206 | CYOtherRevenueAmt |
| PY Total Revenue | $5,659,234 | PYTotalRevenueAmt |
| CY Total Revenue | $5,528,696 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $745,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $772,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,130,526 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,271,801 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $102,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,458,972 | PYOtherExpensesAmt |
| CY Other Expenses | $1,639,945 | CYOtherExpensesAmt |
| PY Total Expenses | $5,334,498 | PYTotalExpensesAmt |
| CY Total Expenses | $5,683,746 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $324,736 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$155,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,533,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,121,291 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,228,964 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,202,182 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,304,410 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,919,109 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of The Stanley Clark School is to inspire and challenge students to achieve excellence in academics, the arts, athletics and character in a nurturing environment that fosters critical thinking, creativity, accountability to self and others and the discovery of each student's strengths and passions. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,604,387 | ExpenseAmt |
| Grant | $772,000 | GrantAmt |
| Revenue | $4,458,571 | RevenueAmt |
| Desc | AT THE STANLEY CLARK SCHOOL (SCS) WE VALUE: - PROVIDING AN OUTSTANDING EDUCATION BY INTEGRATING COMPREHENSIVE PROGRAMS OF EXCELLENCE IN ACADEMICS, THE ARTS, PHYSICAL EDUCATION/ATHLETICS AND CHARACTER DEVELOPMENT; - PREPARING STUDENTS FOR HIGHER EDUCATION BY DEVELOPING PERSONAL RESPONSIBILITY FOR STUDY SKILLS, CRITICAL THINKING, AND LIFE-LONG LEARNING; - ADMITTING AND RETAINING STUDENTS WHO ARE CAPABLE OF MEETING OUR HIGH ACADEMIC AND BEHAVIORAL EXPECTATIONS SO THAT ALL STUDENTS ARE ENRICHED; - PROVIDING OPPORTUNITIES FOR THE DEVELOPMENT OF LEADERSHIP QUALITIES; - PROVIDING OPPORTUNITIES FOR STUDENTS TO DISCOVER AND PURSUE THEIR INTERESTS AND TALENTS; - CREATING A NURTURING ENVIRONMENT BY ACTIVELY PROMOTING EMPATHY, MUTUAL RESPECT, AND SERVICE TO OTHERS; - ENCOURAGING WISE DECISION-MAKING SKILLS AND THE ABILITY TO MAKE HEALTHY CHOICES; - PROVIDING OPPORTUNITIES FOR THE DEVELOPMENT OF HEALTHY SELF-ESTEEM BASED ON AUTHENTIC STUDENT ACCOMPLISHMENTS AND ACHIEVEMENTS; - CREATING DIVERSITY OF CULTURE, RELIGION, ETHNICITY AND SOCIO-ECONOMIC BACKGROUND; AND - FOSTERING THE PARTNERSHIP OF FACULTY, ADMINISTRATION, PARENTS AND STUDENTS AS CRUCIAL TO THE ACHIEVEMENT OF MUTUAL GOALS. SCS STUDENTS EXCEL IN STANDARDIZED TESTING WITH MOST CLASSES SCORING IN THE 90TH PERCENTILE OR ABOVE. THEY ARE PREPARED TO EXCEL IN HIGH SCHOOL, IN COLLEGE AND IN LIFE - ACADEMICALLY AND PERSONALLY. THEY LEAVE SCS WITH THE ABILITY TO SOLVE PROBLEMS, BE IMAGINATIVE THINKERS, ENTHUSIASTIC LEARNERS AND ADEPT IN EXPRESSING THEIR INDIVIDUAL POINT OF VIEW. THE ARTS ARE ALSO AN INTEGRAL PART OF THE CURRICULUM - AND DAILY LIFE - AT SCS, BEGINNING WITH PRESCHOOL AND CONTINUING THROUGH MIDDLE SCHOOL. THE SCHOOL'S EXTENSIVE ARTS PROGRAM ENHANCES EACH STUDENT'S INHERENT CREATIVE ABILITIES AND FOSTERS THE ABILITY TO PRESENT THEMSELVES AND THEIR WORK WITH CONFIDENCE. "WORK HARD, PLAY HARD" APTLY DESCRIBES A DAY AT SCS. PHYSICAL EDUCATION AND ATHLETICS ARE AN IMPORTANT PART OF EACH STUDENT'S EXPERIENCE. SCS LEARNING IN DEED IS A SERVICE-LEARNING INITIATIVE THAT ENGAGES STUDENTS FROM PRESCHOOL THROUGH EIGHTH GRADE IN HANDS-ON, MEANINGFUL COMMUNITY SERVICE PROJECTS. SCS LEARNING IN DEED COMBINES SERVICE AND LEARNING OBJECTIVES TO: - MEET REAL, DEFINED NEEDS IN OUR COMMUNITY, - PROMOTE STUDENT REFLECTION, - ACQUIRE VALUES, SKILLS, AND PRACTICAL KNOWLEDGE, AND - BRING TO LIFE CIVIC RESPONSIBILITY WHILE GAINING A DEEPER UNDERSTANDING OF THEMSELVES AND THEIR COMMUNITY. THERE WERE 295 STUDENTS ENROLLED AT SCS FOR THE 2015-16 SCHOOL YEAR. THE GENDER SPLIT AT THE SCHOOL IS 60% GIRLS AND 40% BOYS. THE STUDENTS COME FROM COMMUNITIES IN AND AROUND SOUTH BEND SUCH AS GRANGER, MISHAWAKA, ELKHART, GOSHEN, PLYMOUTH AND LAPORTE. AN ATTRIBUTE OF THE SCHOOL THAT AFFECTS THE STUDENT POPULATION IS THE LOYALTY OF THE ALUMNI FAMILIES. FOR EXAMPLE, THERE ARE CURRENTLY OVER 33 STUDENTS AT STANLEY CLARK WHO ARE CHILDREN OF ALUMNI, A TESTAMENT TO THE LIFE IMPACT OF THE SCS EXPERIENCE ON ITS GRADUATES. | Desc |
| Total Program Service Expenses | $4,604,387 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 111 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN M GAZDICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5742914200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3123 MIAMI STREET | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46614 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL GARATONI | ||||||
| PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Erin Hoffman Harding | ||||||
| VICE-PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC MARION | ||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ilene Sheffer | ||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATT KAHN | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ERNESTINE M RACLIN | ||||||
| TRUSTEE, PRESIDENT EMERITUS | 1.0 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE SCHURZ | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Steven Haines | ||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Beth Gudeman | ||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |
| GANNON CLARK | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| PHIL NEWBOLD | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| CARI SHEIN | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ERIN LINDER HANIG | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| LARRY SWANK | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE THOMPSON | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SHINNICK | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| KATIE TOOTHAKER | ||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ANN M GAZDICK | ||||||
| BUSINESS MANAGER | 40.0 | Yes (X) | $102,486 | $0 | $16,994 | |
| MELISSA GRUBB | ||||||
| HEAD OF SCHOOL/ASSISTANT SECRETARY, EX-OFFICIO | 40.0 | Yes (X) | $173,288 | $0 | $5,054 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $275,774 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,048 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Majority Builders | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62900 US 31 South | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Building Contractor | ServicesDesc |
| Compensation | $2,540,702 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $491,610 | FundraisingAmt |
| All Other Contributions | $488,251 | AllOtherContributionsAmt |
| Total Contributions | $979,861 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition | 611000 | $4,301,385 | $4,301,385 |
| 7th and 8th Grade | 611710 | $60,374 | $60,374 |
| Transportation | 611710 | $47,580 | $47,580 |
| Extended Day | 611710 | $43,332 | $43,332 |
| Admissions | 611710 | $5,900 | $5,900 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,458,571 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,686 | TotalRevenueColumnAmt |
| Exclusion | $69,686 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,125 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,125 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,125 | TotalRevenueColumnAmt |
| Exclusion | $8,125 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,136,026 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,005,569 | SecuritiesAmt |
| Other | $39,673 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,457 | SecuritiesAmt |
| Other | -$39,673 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,784 | TotalRevenueColumnAmt |
| Exclusion | $90,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | -$70 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $491,610 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $80,333 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$80,403 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $71 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$80,474 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,072 | TotalRevenueColumnAmt |
| Exclusion | $2,072 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,072 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,528,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,458,571 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $71 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,193 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,000 | TotalAmt |
| Program Services | $772,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,822 | TotalAmt |
| Program Services | $89,171 | ProgramServicesAmt |
| Management And General | $208,651 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,625 | TotalAmt |
| Program Services | $1,909,903 | ProgramServicesAmt |
| Management And General | $367,375 | ManagementAndGeneralAmt |
| Fundraising | $83,347 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,702 | TotalAmt |
| Program Services | $42,622 | ProgramServicesAmt |
| Management And General | $13,699 | ManagementAndGeneralAmt |
| Fundraising | $1,381 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,198 | TotalAmt |
| Program Services | $315,607 | ProgramServicesAmt |
| Management And General | $48,360 | ManagementAndGeneralAmt |
| Fundraising | $231 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,454 | TotalAmt |
| Program Services | $145,162 | ProgramServicesAmt |
| Management And General | $39,916 | ManagementAndGeneralAmt |
| Fundraising | $6,376 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,652 | TotalAmt |
| Management And General | $37,652 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,360 | TotalAmt |
| Management And General | $18,360 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,715 | TotalAmt |
| Program Services | $76,576 | ProgramServicesAmt |
| Management And General | $34,139 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,441 | TotalAmt |
| Management And General | $49,441 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,693 | TotalAmt |
| Program Services | $25,346 | ProgramServicesAmt |
| Management And General | $42,651 | ManagementAndGeneralAmt |
| Fundraising | $10,696 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,444 | TotalAmt |
| Program Services | $18,294 | ProgramServicesAmt |
| Management And General | $20,150 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,987 | TotalAmt |
| Program Services | $268,606 | ProgramServicesAmt |
| Management And General | $5,381 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,880 | TotalAmt |
| Program Services | $14,880 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,369 | TotalAmt |
| Program Services | $6,369 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,530 | TotalAmt |
| Program Services | $505,530 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,547 | TotalAmt |
| Program Services | $5,133 | ProgramServicesAmt |
| Management And General | $40,414 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATIONAL EXPENSE | $282,414 | $282,414 | |
| PROFESSIONAL DEVELOPMENT AND other employee related | $86,150 | $52,517 | $33,633 |
| VEHICLE MAINTENANCE | $38,146 | $38,146 | |
| BAD DEBT | $12,000 | $12,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,617 | TotalAmt |
| Program Services | $24,111 | ProgramServicesAmt |
| Management And General | $17,506 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,683,746 | TotalAmt |
| Program Services | $4,604,387 | ProgramServicesAmt |
| Management And General | $977,328 | ManagementAndGeneralAmt |
| Fundraising | $102,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,357 | BOYAmt |
| EOY | $704,949 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,644,276 | BOYAmt |
| EOY | $1,600,734 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,211 | BOYAmt |
| EOY | $179,701 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,409 | BOYAmt |
| EOY | $36,530 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,780 | BOYAmt |
| EOY | $68,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,193,829 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,444,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,188,203 | BOYAmt |
| EOY | $6,748,996 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,763,982 | BOYAmt |
| EOY | $4,626,313 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,156 | BOYAmt |
| EOY | $156,001 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,533,374 | BOYAmt |
| EOY | $14,121,291 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,327 | BOYAmt |
| EOY | $274,948 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,722 | BOYAmt |
| EOY | $824,823 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,895 | BOYAmt |
| EOY | $38,678 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,020 | BOYAmt |
| EOY | $63,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,964 | BOYAmt |
| EOY | $1,202,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,083,503 | BOYAmt |
| EOY | $10,584,034 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,923,576 | BOYAmt |
| EOY | $986,744 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,331 | BOYAmt |
| EOY | $1,348,331 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,304,410 | BOYAmt |
| EOY | $12,919,109 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,533,374 | BOYAmt |
| EOY | $14,121,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$155,050 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$162,014 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$68,237 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 | $4,614,759 | BeginningYearBalanceAmt |
| Contributions | $52,250 | ContributionsAmt |
| Investment Earnings Or Losses | $15,143 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $217,001 | AdministrativeExpensesAmt |
| End Year Balance | $4,465,151 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,769,486 | BeginningYearBalanceAmt |
| Contributions | $60,750 | ContributionsAmt |
| Investment Earnings Or Losses | $126,023 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $341,500 | AdministrativeExpensesAmt |
| End Year Balance | $4,614,759 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,284,302 | BeginningYearBalanceAmt |
| Contributions | $250 | ContributionsAmt |
| Investment Earnings Or Losses | $672,934 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $188,000 | AdministrativeExpensesAmt |
| End Year Balance | $4,769,486 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,996,581 | BeginningYearBalanceAmt |
| Contributions | $900 | ContributionsAmt |
| Investment Earnings Or Losses | $449,821 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $163,000 | AdministrativeExpensesAmt |
| End Year Balance | $4,284,302 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,130,942 | BeginningYearBalanceAmt |
| Contributions | $3,935 | ContributionsAmt |
| Investment Earnings Or Losses | $24,704 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $163,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,996,581 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.5677 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.302 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1303 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $339,527 | OtherCostOrOtherBasisAmt |
| Book Value | $339,527 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,746,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,804,156 | DepreciationAmt |
| Book Value | $5,942,093 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,565 | DepreciationAmt |
| Book Value | $118,875 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $890,613 | OtherCostOrOtherBasisAmt |
| Depreciation | $542,112 | DepreciationAmt |
| Book Value | $348,501 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,748,996 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other liabilities | Desc |
| Amt | $63,733 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $63,733 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,547,673 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$162,014 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,845 | OtherRevenueAmt |
| Revenue Not Reported | -$159,169 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,706,842 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,360 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $803,494 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $821,854 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,528,696 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,932,974 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $39,673 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $39,673 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,893,301 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,360 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $772,085 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $790,445 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,683,746 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The organization's endowment funds are intended to supplement the school's operations, i.e. Compensation, financial aid, professional development, etc. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The School is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. Due to its tax-exempt status, the School is not generally subject to U.S. federal income tax or state income tax. The School's Form 990 has not been subject to examination by the Internal Revenue Service or the state of Indiana for the last three years. The School does not expect the total amount of unrecognized tax benefits to significantly change over the next 12 months. The School recognizes interest and/or penalties related to income tax matters in income tax expense. The School did not have any amounts accrued for interest and penalties at June 30, 2016 and 2015. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | INCREASE IN CSV OF LIFE INSURANCE POLICIES - 2845 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | FUNDRAISING EXPENSES - 85 FINANCIAL AID - 772000 ALLOWANCE FOR UNCOLLECTIBLE CONTRIBUTIONS - 71082 LOSS ON DISPOSAL OF ASSETS - -39673 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | LOSS ON DISPOSAL OF ASSETS - 39673 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | FUNDRAISING EXPENSES - 85 FINANCIAL AID - 772000 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | There is a statement in the school's enrollment materials and parent handbooks that the school is open to all students of any sex, race, religion, or ethnic origin in administration of our programs. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KALEIDOSCOPE | Event1Nm |
| Gross Receipts Event1 | $491,540 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $491,610 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | -$70 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $80,333 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $491,540 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $491,610 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | -$70 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $80,333 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $80,333 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$80,403 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID/TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 112 | RecipientCnt |
| Cash Grant | $772,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| 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 | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Financial applications and tax Form 1040, including supplemental schedules, are required from all students requesting assistance. The Head of School and Director of Finance (administration) review and approve all award allocations. All funds are credited to the students' accounts to ensure proper use. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA GRUBB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | HEAD OF SCHOOL/ASSISTANT SECRETARY, EX-OFFICIO | TitleTxt |
| Base Compensation Filing Org | $170,788 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $2,500 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,928 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $126 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $178,342 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee shall consist of the President, Vice President, Secretary, Treasurer, and the Chair of each Standing Committee. The Head of the School, ex-officio, and such other Trustees of the Board as may be appointed to the Executive Committee shall be non-voting for the purposes of this committee. A quorum of the Executive Committee shall be necessary in order to transact business. A quorum shall consist of a majority of the officers and the Chairs of the Standing Committees. The Executive Committee shall have the power to act for the Board of Trustees between meetings. None of its acts shall conflict with action taken by the Board. Executive Committee actions shall be reported to the Board at its next meeting. The Executive Committee shall present in writing nominations for the Committee on Trustees to the Board of Trustees at the Annual Meeting. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A final draft of the Form 990, excluding Schedule B, is presented by our tax advisors to the organization's Finance Committee. Once the Finance Committee reviews, a final draft, excluding Schedule B, is provided to each member of the organization's governing body at a regularly scheduled board meeting. Once reviewed and approved by the governing body, it is then filed with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Conflict of interest statements are completed by all board members and officers annually and kept on file by the Head of school's assistant. The Board chair and Head of school review the statements for potential conflicts. In the event of a conflict the member does not participate in the deliberations of the transaction. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | An evaluation of the Head of School is performed on an annual basis by the executive committee of the board of trustees. Comparability data is obtained from the National Association of Independent Schools (NAIS) salary comparisons. Written documentation approving any changes in compensation is performed by the Board Chair. The Head of School's performance and 2015/16 fiscal year salary was reviewed and approved in July 2015. In addition, the Head of School's employment contract was renewed, approved, and signed by the board chair in July 2015 for a three year period through June 30, 2018. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The Executive Committee of the Board of Trustees and the Head of School review the compensation of the Business Manager on an annual basis (July 2015). Comparability data is obtained from the National Association of Independent Schools (NAIS) Salary Comparisons. Written documentation approving any changes in compensation is performed by the Board Chair. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | increase in csv of life insurance policies - 2845; allowance for uncollectible contributions - -71082; |