EPISCOPAL SCHOOL OF JACKSONVILLE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL SCHOOL OF JACKSONVILLE INC (EIN 59-1147278)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-24
- IRS object ID
- 201620849349301007
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-24T15:02:53-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590602635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMOAK DAVIS & NIXON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5011 GATE PARKWAY BLDG 100 STE 300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322560562 | 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 | 591147278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL SCHOOL OF JACKSONVILLE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 9043965751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BOULEVARD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE L BROWN | PersonNm |
| Person Title | COMPTROLLER | PersonTitleTxt |
| Phone | 9043965751 | PhoneNum |
| Signature | 2016-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT T LOVERICH | PreparerPersonNm |
| PTIN | P00218080 | PTIN |
| Phone | 9043965831 | PhoneNum |
| 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 | STEPHANIE L BROWN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BOULEVARD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,178,127 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ESJ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL DIVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 343 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $42,363 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,933 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,679,865 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,893,080 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,255,672 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,211,049 | CYProgramServiceRevenueAmt |
| PY Investment Income | $553,408 | PYInvestmentIncomeAmt |
| CY Investment Income | $122,551 | CYInvestmentIncomeAmt |
| PY Other Revenue | $141,577 | PYOtherRevenueAmt |
| CY Other Revenue | $360,630 | CYOtherRevenueAmt |
| PY Total Revenue | $21,630,522 | PYTotalRevenueAmt |
| CY Total Revenue | $23,587,310 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,036,329 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,427,593 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,191,839 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,668,076 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $268,113 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,092,899 | PYOtherExpensesAmt |
| CY Other Expenses | $6,496,628 | CYOtherExpensesAmt |
| PY Total Expenses | $21,321,067 | PYTotalExpensesAmt |
| CY Total Expenses | $21,592,297 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $309,455 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,995,013 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,640,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,978,348 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,610,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,574,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,029,632 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,403,555 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL DIVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,077,032 | ExpenseAmt |
| Grant | $3,427,593 | GrantAmt |
| Revenue | $18,618,955 | RevenueAmt |
| Desc | THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S EXCELLENT FACULTY ENGAGES THE TOTAL STUDENT IN INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, UNSELFISH LEADERSHIP, AND COMMUNITY SERVICE. | Desc |
| Total Program Service Expenses | $11,077,032 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 343 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE L BROWN COMPTROLLER | PersonNm |
| Phone | 9043965751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| CLAUDIA S AMLIE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES F BAILEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OLIVER J BARAKAT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARE BERRY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA BLANCHARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD E BURR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN D BUSEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE J BUSSE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M CLEMENTS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANGELA COREY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL L DAME | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TROY M DAVIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM M EASTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FALCONETTI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C HODGES JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN M JANGRO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THE VERY REVERAND KATHERINE MOOREHE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NIELS P MURPHY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN C ROWAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SALLY H SINGLETARY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DERRICK W SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM N STEITZ III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL E STOUDEMIRE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN SUDDATH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HERSCHEL T VINYARD JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORA D WALTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE RIGHT REVEREND SAMUEL J HOWARD | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX GRAHAM | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES F ZIMMER | |||||||
| HEAD OF SCHOOL | 40.00 | $443,356 | $0 | $15,508 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $443,356 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,508 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXHO | |||||
| 3030 HARTLEY RD | JACKSONVILLE | FL | 32257 | CAFETERIA MANAGEMENT SERVICES | $726,262 |
| FIELD TURF USA INC | |||||
| 175 N INDUSTRIAL BLVD NE | CALHOUN | GA | 30701 | SUPPLY AND INSTALL TURF FOOTBALL FIELD | $238,213 |
| WEISER SECURITY SERVICES INC | |||||
| PO BOX 51720 | NEW ORLEANS | LA | 70151 | GROUNDS SECURITY SERVICES | $190,073 |
| TAYLOR PUBLISHING COMPANY | |||||
| 7211 CIRCLE S ROAD | AUSIN | TX | 78745 | YEARBOOK PUBLISHER | $145,625 |
| DANIS CONSTRUCTION | |||||
| 10748 DEERWOOD PARK BLVD SOUTH | JACKSONVILLE | FL | 32256 | CONSTRUCTION CONTRACTOR | $126,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,893,080 | AllOtherContributionsAmt |
| Noncash Contributions | $238,485 | NoncashContributionsAmt |
| Total Contributions | $3,893,080 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| STUDENT FEES | 611710 | $17,955,599 | $17,955,599 | |
| CAFETERIA SALES | 722210 | $704,818 | $704,818 | |
| SWIM PROGRAM | 913940 | $339,048 | $339,048 | |
| SUMMER SCHOOL TUITION | 611710 | $130,299 | $130,299 | |
| SUMMER CAMP INCOME | 611710 | $63,597 | $63,597 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,688 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,211,049 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,221 | TotalRevenueColumnAmt |
| Exclusion | $51,221 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $126,226 | 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 | $126,226 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,863 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,363 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $238,485 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $167,155 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,330 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,330 | TotalRevenueColumnAmt |
| Exclusion | $71,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $119,145 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $37,062 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,083 | TotalRevenueColumnAmt |
| Exclusion | $82,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $504,771 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $386,600 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,171 | TotalRevenueColumnAmt |
| Exclusion | $118,171 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $34,150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,861 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,150 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,587,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,618,955 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,363 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,032,912 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,427,593 | TotalAmt |
| Program Services | $3,427,593 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,215,216 | TotalAmt |
| Program Services | $5,252,211 | ProgramServicesAmt |
| Management And General | $3,874,437 | ManagementAndGeneralAmt |
| Fundraising | $88,568 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,325 | TotalAmt |
| Management And General | $430,325 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,332,044 | TotalAmt |
| Program Services | $19,584 | ProgramServicesAmt |
| Management And General | $1,312,460 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,491 | TotalAmt |
| Program Services | $411,520 | ProgramServicesAmt |
| Management And General | $272,209 | ManagementAndGeneralAmt |
| Fundraising | $6,762 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,400 | TotalAmt |
| Management And General | $38,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,503 | TotalAmt |
| Program Services | $28,270 | ProgramServicesAmt |
| Management And General | $38,430 | ManagementAndGeneralAmt |
| Fundraising | $116,803 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,679 | TotalAmt |
| Program Services | $15,429 | ProgramServicesAmt |
| Management And General | $102,773 | ManagementAndGeneralAmt |
| Fundraising | $24,477 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,064 | TotalAmt |
| Program Services | $879,111 | ProgramServicesAmt |
| Management And General | $183,167 | ManagementAndGeneralAmt |
| Fundraising | $14,786 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,016 | TotalAmt |
| Program Services | $195,559 | ProgramServicesAmt |
| Management And General | $11,457 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,136,830 | TotalAmt |
| Program Services | $69,005 | ProgramServicesAmt |
| Management And General | $2,067,825 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,504 | TotalAmt |
| Program Services | $11,108 | ProgramServicesAmt |
| Management And General | $2,098 | ManagementAndGeneralAmt |
| Fundraising | $4,298 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,326 | TotalAmt |
| Program Services | $5,950 | ProgramServicesAmt |
| Management And General | $3,376 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,423 | TotalAmt |
| Program Services | $33,707 | ProgramServicesAmt |
| Management And General | $15,716 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,453 | TotalAmt |
| Management And General | $1,555,453 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OAK LANE OFFICE RENTAL | $45,018 | $45,018 | ||
| DEPARTMENTAL EXPENSES | $511,928 | $511,928 | ||
| MISCELLANEOUS | $393,232 | $257,488 | $133,400 | $2,344 |
| GRADUATION | $46,182 | $46,182 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,070 | TotalAmt |
| Program Services | $36,475 | ProgramServicesAmt |
| Management And General | $36,520 | ManagementAndGeneralAmt |
| Fundraising | $10,075 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,592,297 | TotalAmt |
| Program Services | $11,077,032 | ProgramServicesAmt |
| Management And General | $10,247,152 | ManagementAndGeneralAmt |
| Fundraising | $268,113 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,641 | BOYAmt |
| EOY | $1,502,407 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,368,992 | BOYAmt |
| EOY | $6,732,761 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,246 | BOYAmt |
| EOY | $2,841,484 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,223,631 | BOYAmt |
| EOY | $5,259,258 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,079 | BOYAmt |
| EOY | $371,798 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,535 | BOYAmt |
| EOY | $227,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,426,416 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,383,034 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,161,299 | BOYAmt |
| EOY | $24,043,382 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,689 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,640,112 | BOYAmt |
| EOY | $40,978,348 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,638,063 | BOYAmt |
| EOY | $1,177,069 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,578,556 | BOYAmt |
| EOY | $8,968,236 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,000 | BOYAmt |
| EOY | $215,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,861 | BOYAmt |
| EOY | $214,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,610,480 | BOYAmt |
| EOY | $10,574,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,993,273 | BOYAmt |
| EOY | $29,889,177 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,359 | BOYAmt |
| EOY | $514,378 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,029,632 | BOYAmt |
| EOY | $30,403,555 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,640,112 | BOYAmt |
| EOY | $40,978,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,995,013 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $220 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $378,690 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,269,417 | OtherCostOrOtherBasisAmt |
| Book Value | $3,269,417 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,667,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,914,240 | DepreciationAmt |
| Book Value | $17,753,003 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,676,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,833,244 | DepreciationAmt |
| Book Value | $842,854 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,813,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,635,550 | DepreciationAmt |
| Book Value | $2,178,108 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,043,382 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO STUDENT ACTIVITIES | Desc |
| Amt | $214,488 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $214,488 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,924,646 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $220 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,337,116 | OtherRevenueAmt |
| Revenue Not Reported | $1,337,336 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,587,310 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,587,310 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,550,723 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $958,426 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $958,426 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,592,297 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,592,297 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD - BOOKSTORE 386,600. ENDOWMENT FUNDRAISING ON BEHALF OF FOUNDATION 950,516. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD - BOOKSTORE 386,600. ENDOWMENT FUNDRAISING ON BEHALF OF FOUNDATION 571,826. |
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 | WRITTEN MATERIAL FROM ADMISSIONS CONTAINS THE NON-DISCRIMATORY POLICY. POLICY ALSO AVAILABLE ON THE ADMISSIONS PAGE OF OUR WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORD & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1447 PEACHTREE STREET NORTHEAST | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANT ONLY | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,410,890 | GrossReceiptsAmt |
| Retained By Contractor | $116,803 | RetainedByContractorAmt |
| Net To Organization | $2,294,087 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,410,890 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $116,803 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,294,087 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $14,502 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $14,502 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $65 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,385 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,881 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $374 | OtherDirectExpensesEvent1Amt |
| Event2 | CELEBRATION | Event2Nm |
| Gross Receipts Event2 | $104,643 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $104,643 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,500 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,106 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,652 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $749 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,350 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $119,145 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $119,145 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,565 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,491 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,533 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $749 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,724 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $37,062 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $82,083 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual With Books | STEPHANIE BROWN | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 276 | RecipientCnt |
| Non Cash Assistance | $3,406,381 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL FINANCIAL AID GIVEN IS IN THE FORM OF TUITION REDUCTIONS SHOWN ON MONTHLY TUITION STATEMENTS. FINANCIAL AID IS NEVER GIVEN IN CASH AND IS NON-REFUNDABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES F ZIMMER | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $360,914 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $82,442 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,387 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $121 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $458,864 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PAID HOUSING ALLOWANCE AND SOCIAL CLUB MEMBERSHIP FOR KEY EMPLOYEES. |
| PART I, LINE 4B | 457 PLAN FISCAL YEAR $50,000 AND CALENDAR YEAR $62,500. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT CLEMENTS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ESJ-CHAIRMAN OF THE BOARD,EVERBANK-CHAIRMAN OF THE BOARD & CEO | RelationshipDescriptionTxt |
| Transaction | $6,990,909 | TransactionAmt |
| Transaction | ESJ MAINTAINS DEPOSITORY ACCOUNTS AT EVERBANK. THE BALANCES AT 06/30/2015 TOTALED $6,990,909. THESE ARE THE SAME TYPE OF ACCOUNTS THAT ANY NON-PROFIT BUSINESS COULD MAINTAIN AT EVERBANK AND ALL RATES AND FEES ARE STANDARD.THERE ARE NO OTHER TRANSACTIONS OUTSIDE OF A NORMAL DEPOSITORY RELATIONSHIP. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $238,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | CHIEF FINANCIAL OFFICER, HEAD OF SCHOOL AND FINANCE COMMITTEE CHAIR REVIEW ALL INFORMATION IN DETAIL. BOARD MEMBERS ARE GIVEN OPPORTUNITY TO REVIEW BEFORE SUBMITTAL TO IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST LETTER DISCLOSING CONFLICTS. ANY BOARD MEMBER WITH A CONFLICT ON A GIVEN MOTION IS PROHIBITED FROM VOTING ON THAT GIVEN MOTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD DETERMINES COMPENSATION OF HEAD OF SCHOOL BASED UPON REVIEW/COMPARISON TO OTHER SIMILAR PRIVATE SCHOOL'S HEAD OF SCHOOL POSITIONS AND THE HELP OF AN INDEPENDENT CONSULTANT. HEAD OF SCHOOL DETERMINES COMPENSATION OF OTHER KEY EMPLOYEES BASED UPON REVIEW/COMPARISON TO OTHER SIMILAR PRIVATE SCHOOL'S EMPLOYEES HOLDING SIMILAR POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | ENDOWMENT FUNDRAISING ON BEHALF OF FOUNDATION 378,690. |
| FORM 990, PART XII, LINE 2C: | AUDIT COMMITTEE OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237003394 | EIN |
| Primary Activities | ENDOWMENT | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11C, III-FI | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC | ||
| C | $291,000 | BOOK VALUE |
| EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC | ||
| M | $639,746 | BOOK VALUE |
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