THE ALFRED AND ADELE DAVIS ACADEMY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ALFRED AND ADELE DAVIS ACADEMY INC (EIN 58-1970181)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-12
- IRS object ID
- 201620439349300542
- Schema version
- 2014v6.0
- 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 K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-12T09:09:08-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581460137 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS BENATOR & LIBBY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 CROWN POINTE PKWY 400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30338 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581970181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALFRED AND ADELE DAVIS ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 7706710085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY SHAFRON | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 7706710085 | PhoneNum |
| Signature | 2016-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN J HEDRICK CPA | PreparerPersonNm |
| PTIN | P00294030 | PTIN |
| Phone | 7705120500 | PhoneNum |
| Preparation | 2016-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY SHAFRON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,886,220 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DAVISACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AN ACADEMICALLY CHALLENGING ENVIRONMENT WITH ENRICHED CURRICULA, INTEGRATING GENERAL ACADEMICS AND JUDAIC STUDIES FROM MECHINA: KINDERGARTEN PREP THROUGH EIGHTH GRADE. IN A NURTURING, SECURE ENVIRONMENT, INSTRUCTED BY A FACULTY DEDICATED TO EXCELLENCE, CHILDREN ARE ENCOURAGED TO REACH THEIR HIGHEST POTENTIAL. THE DAVIS ACADEMY STRIVES TO CREATE A COMMUNITY IN WHICH CHILDREN DEVELOP A LIFE-LONG LOVE FOR LEARNING AND A COMMITMENT TO JEWISH LIFE FOUNDED ON MORALS, VALUES, AND ETHICS, GROUNDED IN TORAH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 154 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,651,218 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,444,709 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,913,432 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,458,684 | CYProgramServiceRevenueAmt |
| PY Investment Income | $581,617 | PYInvestmentIncomeAmt |
| CY Investment Income | $841,835 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,228 | PYOtherRevenueAmt |
| CY Other Revenue | $55,674 | CYOtherRevenueAmt |
| PY Total Revenue | $14,193,495 | PYTotalRevenueAmt |
| CY Total Revenue | $19,800,902 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,477,851 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,696,474 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,812,379 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,228,637 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $598,786 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,564,221 | PYOtherExpensesAmt |
| CY Other Expenses | $3,818,521 | CYOtherExpensesAmt |
| PY Total Expenses | $11,854,451 | PYTotalExpensesAmt |
| CY Total Expenses | $12,743,632 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,339,044 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,057,270 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,809,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,663,063 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,794,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,121,701 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,014,452 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,541,362 | NetAssetsOrFundBalancesEOYAmt |
| Mission | REFER TO FORM 990, PART I, LINE 1 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,669,217 | ExpenseAmt |
| Grant | $1,696,474 | GrantAmt |
| Revenue | $12,458,684 | RevenueAmt |
| Desc | THE CORPORATION OPERATED AS A NON-PROFIT ELEMENTARY SCHOOL. | Desc |
| Total Program Service Expenses | $7,669,217 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 154 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE VAVRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6785273285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30350 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DEBBIE KURZWEIL | |||||||
| PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAM L TUCK | |||||||
| IMMEDIATE PAST PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK KOPKIN | |||||||
| VICE PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARA BERMAN | |||||||
| VICE PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EVAN TOPOREK | |||||||
| VICE PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MELINDA COBB | |||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BILL ROTHSCHILD | |||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOBY SIDMAN | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILLIE GREENBERG | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN ABEL | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH WARNER | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN DAVIS | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN GOLDSTEIN | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA HAYNOR | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET SELIG | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF HOPKINS | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL RUBIN | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN ROSENBERG | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK EDELSTEIN | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DINA GERSON | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON LEVEN | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN SIDMAN | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH DAVIS | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN J ZACHARIAH | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERI PANOVKA | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DULCY ROSENBERG | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRI BERGER | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT GALANTI | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ARLENE MARCUS | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLEE ROSENBERG | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PENNI ALPER | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY LONDON | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN TRESH | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ART WILDSTEIN | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TONIA SELLERS | |||||||
| PAST PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRIET ZOLLER | |||||||
| PAST PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN FIELDS | |||||||
| PAST PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL NEMO | |||||||
| PAST PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN SILLINS | |||||||
| PAST PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN BENAMY | |||||||
| PAST PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN EPSTEIN | |||||||
| PAST PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY DAVIS | |||||||
| TRUSTEE FOR LIFE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BREMAN | |||||||
| TRUSTEE FOR LIFE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SIDNEY KIRSCHNER | |||||||
| TRUSTEE FOR LIFE | 1.00 | Yes (X) | $45,898 | $0 | $0 | ||
| AMY SHAFRON | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $307,801 | $0 | $32,537 | ||
| BONNIE VAVRA | |||||||
| CFO | 40.00 | Yes (X) | $168,577 | $0 | $8,841 | ||
| ANDREW FRANK | |||||||
| ASSOCIATE HEAD OF SCHOOL & PRINCIPAL | 40.00 | $168,561 | $0 | $12,369 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $690,837 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,747 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
|---|---|---|---|---|---|
| TONY & SYLVIA ENTERPRISES | |||||
| 5224 PINNACLE CT | NORCROSS | GA | 30071 | JANITORIAL & CLEANING | $242,760 |
| THE GOODFRIEND COMPANY | |||||
| 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | CATERING | $127,385 |
| SAMSON TRAILWAYS | |||||
| 3745 ZIP INDUSTRIAL BLVD | ATLANTA | GA | 30354 | BUS SERVICE | $108,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $363,091 | FundraisingAmt |
| All Other Contributions | $6,081,618 | AllOtherContributionsAmt |
| Total Contributions | $6,444,709 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $12,451,396 | $12,451,396 |
| MISCELLANEOUS PROGRAM SERVICE REV | 611110 | $5,128 | $5,128 |
| YEARBOOK REVENUE | 611110 | $2,160 | $2,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,458,684 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $547,225 | TotalRevenueColumnAmt |
| Exclusion | $547,225 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,993 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,993 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,993 | TotalRevenueColumnAmt |
| Exclusion | $73,993 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,275,503 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,980,438 | SecuritiesAmt |
| Other | $455 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $295,065 | SecuritiesAmt |
| Other | -$455 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,610 | TotalRevenueColumnAmt |
| Exclusion | $294,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $86,106 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $363,091 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $104,425 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,319 | TotalRevenueColumnAmt |
| Exclusion | -$18,319 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,800,902 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,458,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $897,509 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,696,474 | TotalAmt |
| Program Services | $1,696,474 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,685 | TotalAmt |
| Program Services | $180,930 | ProgramServicesAmt |
| Management And General | $449,688 | ManagementAndGeneralAmt |
| Fundraising | $68,067 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,181,928 | TotalAmt |
| Program Services | $4,070,154 | ProgramServicesAmt |
| Management And General | $857,381 | ManagementAndGeneralAmt |
| Fundraising | $254,393 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,348,024 | TotalAmt |
| Program Services | $1,059,218 | ProgramServicesAmt |
| Management And General | $201,378 | ManagementAndGeneralAmt |
| Fundraising | $87,428 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,793 | TotalAmt |
| Management And General | $23,793 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,771 | TotalAmt |
| Management And General | $61,771 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,416 | TotalAmt |
| Management And General | $105,416 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,487 | TotalAmt |
| Management And General | $24,487 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,270 | TotalAmt |
| Management And General | $40,829 | ManagementAndGeneralAmt |
| Fundraising | $3,441 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,419 | TotalAmt |
| Program Services | $894 | ProgramServicesAmt |
| Management And General | $98,525 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,752 | TotalAmt |
| Program Services | $16,374 | ProgramServicesAmt |
| Management And General | $63,378 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,627 | TotalAmt |
| Management And General | $280,627 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,752 | TotalAmt |
| Program Services | $11,133 | ProgramServicesAmt |
| Management And General | $26,619 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,756 | TotalAmt |
| Management And General | $283,756 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921,220 | TotalAmt |
| Management And General | $921,220 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,777 | TotalAmt |
| Management And General | $98,777 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| CLEANING SERVICE CONTRA | $384,310 | $384,310 | ||
| MISCELLANEOUS EXPENSE | $199,521 | $31,290 | $168,231 | |
| SUPPLIES | $151,412 | $151,412 | ||
| INSTRUCTIONAL AND STUDE | $132,780 | $132,780 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,458 | TotalAmt |
| Program Services | $349,848 | ProgramServicesAmt |
| Management And General | $522,384 | ManagementAndGeneralAmt |
| Fundraising | $17,226 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,743,632 | TotalAmt |
| Program Services | $7,669,217 | ProgramServicesAmt |
| Management And General | $4,475,629 | ManagementAndGeneralAmt |
| Fundraising | $598,786 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,172,190 | BOYAmt |
| EOY | $1,698,433 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,680,689 | BOYAmt |
| EOY | $6,327,776 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,064 | BOYAmt |
| EOY | $4,348,548 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,935 | BOYAmt |
| EOY | $71,525 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,472 | BOYAmt |
| EOY | $280,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,739,740 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,238,981 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,842,519 | BOYAmt |
| EOY | $16,500,759 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,459,465 | BOYAmt |
| EOY | $19,229,925 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,113 | BOYAmt |
| EOY | $205,319 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,809,447 | BOYAmt |
| EOY | $48,663,063 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,074 | BOYAmt |
| EOY | $781,262 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,824,939 | BOYAmt |
| EOY | $4,727,592 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,001,004 | BOYAmt |
| EOY | $9,397,008 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,978 | BOYAmt |
| EOY | $1,215,839 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,794,995 | BOYAmt |
| EOY | $16,121,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,975,855 | BOYAmt |
| EOY | $24,796,872 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,056,021 | BOYAmt |
| EOY | $6,652,140 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $982,576 | BOYAmt |
| EOY | $1,092,350 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,014,452 | BOYAmt |
| EOY | $32,541,362 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,809,447 | BOYAmt |
| EOY | $48,663,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,057,270 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$530,360 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 20 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $109,774 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Vl EOY | $1,600,264 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,534,563 | BeginningYearBalanceAmt |
| Contributions | $1,109,774 | ContributionsAmt |
| Investment Earnings Or Losses | $172,370 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $34,856 | AdministrativeExpensesAmt |
| End Year Balance | $6,781,851 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,411,671 | BeginningYearBalanceAmt |
| Contributions | $1,606,343 | ContributionsAmt |
| Investment Earnings Or Losses | $536,415 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $19,866 | AdministrativeExpensesAmt |
| End Year Balance | $5,534,563 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,937,476 | BeginningYearBalanceAmt |
| Contributions | $146,260 | ContributionsAmt |
| Investment Earnings Or Losses | $343,690 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,755 | AdministrativeExpensesAmt |
| End Year Balance | $3,411,671 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,865,470 | BeginningYearBalanceAmt |
| Contributions | $53,253 | ContributionsAmt |
| Investment Earnings Or Losses | $33,035 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,282 | AdministrativeExpensesAmt |
| End Year Balance | $2,937,476 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,418,680 | BeginningYearBalanceAmt |
| Contributions | $17,936 | ContributionsAmt |
| Investment Earnings Or Losses | $442,482 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,628 | AdministrativeExpensesAmt |
| End Year Balance | $2,865,470 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07490 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,226,200 | OtherCostOrOtherBasisAmt |
| Book Value | $2,226,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,736,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,315,252 | DepreciationAmt |
| Book Value | $12,421,656 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,216,468 | OtherCostOrOtherBasisAmt |
| Depreciation | $514,493 | DepreciationAmt |
| Book Value | $701,975 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,259,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,310,604 | DepreciationAmt |
| Book Value | $948,953 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,607 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,632 | DepreciationAmt |
| Book Value | $201,975 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,500,759 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (29 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT - AJF ENDOWMENT | $4,190,494 | F |
| INVESTMENT - AJF BREMAN LIBRARY | $21,243 | F |
| INVESTMENT - AJF NEMO SCHOLARSHIP | $82,919 | F |
| INVESTMENT - AJF BLANTON SCHOLARSHIP | $20,585 | F |
| INVESTMENT - AJF BUNIN, GOODMAN AND ACZEL | $51,526 | F |
| INVESTMENT - AJF BENAMY | $39,195 | F |
| INVESTMENT - AJF DAVIS SCHOLARSHIP | $121,835 | F |
| AJF - EPSTEIN/NEMO ISRAEL SCHOLARSHIP | $29,281 | F |
| INVESTMENT - AJF KANFER SCHOLARSHIP | $25,005 | F |
| INVESTMENT - HARRIET ZOLLER FINE ARTS FUND | $64,509 | F |
| BARKAN FAMILY FUND | $36,354 | F |
| CARY & KRISTI SIEGEL FAMILY FUND | $26,063 | F |
| EMMIE & LEONARD STEIN SCHOLAR FUND | $70,205 | F |
| SYLVIA & BERNARD SOBERMAN MEM FUND | $16,208 | F |
| EXCELLENCE IN EDUCATION ENDOWMENT FUND | $146,194 | F |
| RABBI PHILLIP KRANZ ENDOWMENT FUND | $269,408 | F |
| SIDNEY KIRSCHNER ANNUAL MUSIC PROD FUND | $139,725 | F |
| ROSENBERG FAMILY OF FINE ARTS ENDOWMENT | $37,076 | F |
| INVESTMENT ACCOUNT - CAP CAMP ACCOUNT | $2,941,199 | F |
| DAVIS ACADEMY CCC RR FUND - AJF | $805,950 | F |
| PEGGY GREENBAUM FUND | $46,170 | F |
| DULCY & JERRY ROSENBERG SCHOLARSHIP FUND | $36,732 | F |
| WELLS FARGO CAPITAL RESERVE | $3,736,155 | F |
| FUTURE OF THE DAVIS ACADEMY ENDOWMENT FUND | $322,152 | F |
| ALUMNI ASSOCIATION ENDOWMENT FUND | $44,049 | F |
| INVESTMENT ACCOUNT - CC3 (14-15) | $769,866 | F |
| INVESTMENT ACCOUNT - THE DAVIS ACADEMY ENDOWMENT FUND | $991,094 | F |
| INVESTMENT ACCOUNT - CAPITAL RESERVE - BOND DEBT | $2,979,874 | F |
| INVESTMENT ACCOUNT - RESERVE FUND TUITION SCHOLARSHIPS | $1,168,859 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,229,925 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXABLE BOND PAYABLE | Desc |
| Amt | $1,215,839 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,215,839 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,573,426 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$530,360 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $104,425 | OtherRevenueAmt |
| Revenue Not Reported | -$425,935 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,999,361 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $105,416 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,696,125 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,801,541 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,800,902 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,046,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $455 | LossesReportedAmt |
| Other Expenses Included | $104,425 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $104,880 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,941,636 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $105,416 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,696,580 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,801,996 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,743,632 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ACADEMY FOLLOWS CURRENT ACCOUNTING GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. IT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A COMPANY'S INCOME TAX RETURNS, INCLUDING TAXES ON UNRELATED BUSINESS INCOME EARNED BY NOT-FOR-PROFIT ORGANIZATIONS, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE. THE FISCAL YEARS 2012 TO 2015 REMAIN OPEN TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS TO WHICH THE ACADEMY IS SUBJECT. THE ACADEMY HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS RELATED TO YEARS OPEN TO EXAMINATION THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 104,425. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOSTER CLUB - CONCESSIONS 106. TUITION ASSISTANCE 1,696,474. LOSS ON FIXED ASSETS -455. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 104,425. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BOOSTER CLUB - CONCESSIONS 106. TUITION ASSISTANCE 1,696,474. |
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 | POLICY IS PUBLICIZED ON APPLICATION MATERIALS WHICH IS PROVIDED ALONG WITH AN INFORMATION PACKAGE FOR ALL INTERESTED PARTIES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $197,575 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $149,970 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,605 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $46,055 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $8,756 | OtherDirectExpensesEvent1Amt |
| Event2 | DINNER OF HONOR | Event2Nm |
| Gross Receipts Event2 | $205,348 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $166,847 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $38,501 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $26,988 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $22,626 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $46,274 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $46,274 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $449,197 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $363,091 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $86,106 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $73,043 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,382 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $104,425 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,319 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| FINANCIAL ASSISTANCE AS A REDUCTION IN TUITION | 96 | $976,446 | AMOUNT OF REDUCTION IN TUITION | REDUCTION IN TUITION COST FROM NON-CASH FINANCIAL ASSISTANCE | |
| FINANCIAL AID FOR STUDENTS | 100 | CASH | N/A | $720,028 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS NEED BASED. EACH APPLICANT FILLS OUT A STANDARD FORM ANNUALLY. AWARDS ARE DECIDED ANNUALLY BY A COMMITTEE OF THE BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY SHAFRON | ||||||||||||||
| HEAD OF SCHOOL | $275,301 | $0 | $32,500 | $0 | $0 | $0 | $13,765 | $0 | $18,772 | $0 | $340,338 | $0 | $0 | $0 |
| BONNIE VAVRA | ||||||||||||||
| CFO | $158,577 | $0 | $10,000 | $0 | $0 | $0 | $7,929 | $0 | $912 | $0 | $177,418 | $0 | $0 | $0 |
| ANDREW FRANK | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL & PRINCIPAL | $140,824 | $0 | $10,000 | $0 | $17,737 | $0 | $7,041 | $0 | $5,328 | $0 | $180,930 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SIDNEY KIRSCHNER, A TRUSTEE, RECEIVED A W-2 WHICH INCLUDES PAYROLL TAXES TO COVER REPORTABLE TAXABLE FRINGE BENEFITS ASSOCIATED WITH TUITION ASSISTANCE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF SANDY SPRINGS DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 261580939 | BondIssuerEIN |
| Bond Issued | 2013-06-20 | BondIssuedDt |
| Issue Price | $10,590,000 | IssuePriceAmt |
| Purpose | TO REFINANCE THE COST OF ACQUIRING, CONSTRUCTING, RENOVATING, AND INSTALLIN | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $10,590,000 | TotalProceedsAmt |
| Other Spent Proceeds | $10,590,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt |
|---|---|---|
| SIDNEY KIRSCHNER | ||
| PRIOR HEAD OF SCHOOL | $23,964 | TUITION ASSISTANCE |
| DREW FRANK | ||
| LOWER SCHOOL PRINCIPAL | $35,474 | TUITION ASSISTANCE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD PRESIDENT, HEAD OF SCHOOL AND CFO REVIEW THE RETURN IN DETAIL PRIOR TO FILING, AND A COPY IS PROVIDED FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS BOARD MEMBERS AND OFFICERS READ AND SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE READ THE POLICIES AND PROCEDURES AND THAT NO CONFLICTS EXIST. SHOULD CONFLICTS ARISE, THE ISSUES ARE DISCUSSED AND RESOLVED BY AN INDEPENDENT COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS, CFO COMPENSATION BY CEO IN CONSULTATION WITH THE BOARD OF DIRECTORS, AND KEY EMPLOYEE COMPENSATION DETERMINED BY THE CEO AND CFO IN CONSULTATION WITH THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THESE ITEMS ARE MADE AVAILABLE AT THE ORGANIZATION OFFICES UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | AUDIT COMMITTEE MEETS ANNUALLY WITH AUDITORS, REVIEWS FINANCIAL STATEMENTS, MAKES ANY RECOMMENDATIONS NECESSARY TO BOARD, AND THE BOARD VOTES TO ACCEPT AUDIT AND/OR APPROVES AUDIT COMMITTEE RECOMMENDATIONS. |
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