ROLAND PARK COUNTRY SCHOOL INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROLAND PARK COUNTRY SCHOOL INC (EIN 52-0591631)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-27
- IRS object ID
- 201621189349300447
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-27T15:30:25-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 520591631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLAND PARK COUNTRY SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROLA | BusinessNameControlTxt |
| Phone | 4103235500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5204 ROLAND AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUNCAN BOOTH | PersonNm |
| Person Title | ASST HEAD OF SCHOOL-FINANCE | PersonTitleTxt |
| Phone | 4103235500 | PhoneNum |
| Signature | 2016-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY CPA | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | 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 | JEAN WALLER BRUNE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5204 ROLAND AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,597,581 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RPCS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1908 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. COLLEGE PREP SCHOOL DEDICATED TO THE INTELLECTUAL AND MORAL DEVELOPMENT OF APPROXIMATELY 670 STUDENTS, COED IN PRESCHOOL AND GIRLS, GRADES K-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 313 | TotalEmployeeCnt |
| Total Volunteers | 424 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,597,784 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,595,003 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,345,967 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,872,209 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,529,932 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,807,465 | CYInvestmentIncomeAmt |
| PY Other Revenue | $255,613 | PYOtherRevenueAmt |
| CY Other Revenue | $213,314 | CYOtherRevenueAmt |
| PY Total Revenue | $23,729,296 | PYTotalRevenueAmt |
| CY Total Revenue | $32,487,991 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,352,923 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,536,792 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,822,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,461,745 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $814,134 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,437,356 | PYOtherExpensesAmt |
| CY Other Expenses | $6,568,246 | CYOtherExpensesAmt |
| PY Total Expenses | $22,612,992 | PYTotalExpensesAmt |
| CY Total Expenses | $23,566,783 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,116,304 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,921,208 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,441,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,916,172 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,938,611 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,352,929 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $81,503,078 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,563,243 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ROLAND PARK COUNTRY SCHOOL, A COLLEGE PREPARATORY SCHOOL FOR GIRLS, IS DEDICATED TO THE INTELLECTUAL AND MORAL DEVELOPMENT OF ITS STUDENTS. WE CULTIVATE CREATIVITY, INDEPENDENCE OF THOUGHT, TENACITY OF PURPOSE, SELF-DISCIPLINE, AND EMOTIONAL, PHYSICAL, AND SPIRITUAL WELL-BEING. WE MAINTAIN HIGH ACADEMIC STANDARDS, UPHOLD TRADITION, AND PROMOTE INNOVATION. WE NURTURE A COOPERATIVE, RESILIENT SPIRIT WITHIN AN ATMOSPHERE OF MUTUAL TRUST AND RESPECT. IN A DIVERSE, INCLUSIVE, AND JOYFUL COMMUNITY, ROLAND PARK COUNTRY SCHOOL STRIVES TO INSTILL IN ITS STUDENTS A LIFELONG LOVE OF LEARNING AS WELL AS THE RESPONSIBILITY TO LOOK WITHIN AND BEYOND THEMSELVES TO CONTRIBUTE TO AND SERVE AS STEWARDS AND LEADERS OF THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,777,311 | ExpenseAmt |
| Grant | $3,536,792 | GrantAmt |
| Revenue | $17,493,617 | RevenueAmt |
| Desc | EDUCATION- ROLAND PARK COUNTRY SCHOOL STATES IN ITS PHILOSOPHY THAT THE SCHOOL STRIVES TO INSTILL IN ITS STUDENTS A LIFELONG LOVE OF LEARNING AS WELL AS THE MOTIVATION TO LOOK WITHIN AND BEYOND THEMSELVES IN ORDER THAT THEY BECOME RESPONSIBLE, CONTRIBUTING MEMBERS OF COLLEGE AND COMMUNITY LIFE. STUDENT ENROLLMENT IS APPROXIMATELY 670. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $440,938 | ExpenseAmt |
| Revenue | $378,592 | RevenueAmt |
| Desc | EXTERNAL PROGRAMS - THESE EXTERNAL PROGRAMS ENRICH THE SCHOOL COMMUNITY AND REINFORCE THE BELIEF THAT LEARNING TAKES PLACE BOTH WITHIN AND BEYOND THE CLASSROOM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,218,249 | 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 | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | 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 | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 313 | 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 | 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | 0 | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNCAN BOOTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103235500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5204 ROLAND AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 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 |
|---|---|---|---|---|---|---|---|
| CATHERINE PASSANO MCDONNELL | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J JOSEPH CREDIT | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAURICE L HAYWOOD | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RHONA W WENDLER | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SARA HACKNEY BARLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE BITTENGER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DARCY CHRISTHILF CARROLL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY A CHANEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA GEORGE COCHRAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL DIXON CROXTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUCY NEALE DUKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY L GARBER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| W KYLE GORE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C HOLLY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE HUTCHINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT P KURLANDER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY PAGE MICHEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELISE D MORRIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD NEWMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIE NICHOLS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TALBOTT NOYES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL G OSTERMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYN PARCHMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMELIA MIX POGGI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS S RAMER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA GARRETT RANDOLPH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET MEYER REYNOLDS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE ROEBUCK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD O SCHAFTEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES E SMITH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERENCE D TAYLOR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY THAYER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN P WELCH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT H WILLIAMS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN WALLER BRUNE | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $315,868 | $0 | $49,770 | ||
| DUNCAN BOOTH | |||||||
| ASST HEAD OF SCHOOL FIN & OPS | 40.00 | Yes (X) | $152,660 | $0 | $38,607 | ||
| EVELYN ZINK | |||||||
| DIR. OF DEVELOPMENT | 40.00 | $136,416 | $0 | $21,762 | Yes (X) | ||
| PHYLLIS TRIPP | |||||||
| DIR. OF TECHNOLOGY | 40.00 | $136,080 | $0 | $21,346 | Yes (X) | ||
| CARLA M SPAWN-VAN BERKUM | |||||||
| ASST. HEAD OF SCHOOL - ACA | 40.00 | $130,774 | $0 | $22,454 | Yes (X) | ||
| VERNA MOORE | |||||||
| MIDDLE SCHOOL HEAD | 40.00 | $113,341 | $0 | $22,379 | Yes (X) | ||
| ERENI MALFA | |||||||
| UPPER SCHOOL HEAD | 40.00 | $109,298 | $0 | $13,701 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,094,437 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $190,019 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| KINSLEY CONSTRUCTION INC | |||||
| PO BOX 2886 | YORK | PA | 17405 | STORM WATER MANAGEMENT | $334,831 |
| CHRISTAR INCOPORATED | |||||
| 2335 WILLOW VALE DRIVE | FALLSTON | MD | 21047 | JANITORIAL SERVICES | $246,600 |
| WILLIAMSON HOSPITALITY SERVICES INC | |||||
| 97 GREAT VALLEY PARKWAY | MALVERN | PA | 19355 | DINING HALL SERVICES | $225,522 |
| ARK SYSTEMS INC | |||||
| 9176 RED BRANCH ROAD | COLUMBIA | MD | 21045 | SOFTWARE/SECURITY TECH EQUIP/SYSTEMS | $195,883 |
| MOST INC | |||||
| 7203 BELAIR ROAD | BALTIMORE | MD | 21206 | BUILDING MAINTENANCE | $188,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $27,740 | FundraisingAmt |
| All Other Contributions | $2,567,263 | AllOtherContributionsAmt |
| Noncash Contributions | $141,131 | NoncashContributionsAmt |
| Total Contributions | $2,595,003 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $17,076,532 | $17,076,532 |
| EXTERNAL PROGRAM | 611600 | $378,592 | $378,592 |
| MISC. & PROGRAM FEES | 611600 | $372,462 | $372,462 |
| ADMISSION & APPL. FEES | 611600 | $37,343 | $37,343 |
| LAPTOP & TESTING FEES | 611600 | $7,280 | $7,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,872,209 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,724,104 | TotalRevenueColumnAmt |
| Exclusion | $1,724,104 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $96,524 | 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 | $96,524 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,524 | TotalRevenueColumnAmt |
| Exclusion | $96,524 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,972,884 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,889,523 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,083,361 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,083,361 | TotalRevenueColumnAmt |
| Exclusion | $10,083,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $64,232 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $27,740 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,508 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,724 | TotalRevenueColumnAmt |
| Exclusion | $17,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $272,625 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $173,559 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,066 | TotalRevenueColumnAmt |
| Exclusion | $99,066 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,487,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,872,209 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,020,779 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,536,792 | TotalAmt |
| Program Services | $3,536,792 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,875 | TotalAmt |
| Program Services | $414,269 | ProgramServicesAmt |
| Management And General | $68,220 | ManagementAndGeneralAmt |
| Fundraising | $30,386 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,502,014 | TotalAmt |
| Program Services | $8,506,631 | ProgramServicesAmt |
| Management And General | $1,365,262 | ManagementAndGeneralAmt |
| Fundraising | $630,121 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,688 | TotalAmt |
| Program Services | $342,177 | ProgramServicesAmt |
| Management And General | $74,577 | ManagementAndGeneralAmt |
| Fundraising | $21,934 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,624 | TotalAmt |
| Program Services | $940,387 | ProgramServicesAmt |
| Management And General | $204,956 | ManagementAndGeneralAmt |
| Fundraising | $60,281 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802,544 | TotalAmt |
| Program Services | $650,060 | ProgramServicesAmt |
| Management And General | $104,331 | ManagementAndGeneralAmt |
| Fundraising | $48,153 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,114 | TotalAmt |
| Management And General | $26,114 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,986 | TotalAmt |
| Management And General | $57,986 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,155 | TotalAmt |
| Management And General | $187,155 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,889 | TotalAmt |
| Management And General | $656,889 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,168 | TotalAmt |
| Program Services | $48,168 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,324,495 | TotalAmt |
| Program Services | $960,900 | ProgramServicesAmt |
| Management And General | $344,872 | ManagementAndGeneralAmt |
| Fundraising | $18,723 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,215 | TotalAmt |
| Program Services | $187,107 | ProgramServicesAmt |
| Management And General | $27,108 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,044 | TotalAmt |
| Program Services | $696,044 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,489 | TotalAmt |
| Program Services | $318,703 | ProgramServicesAmt |
| Management And General | $44,786 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,294 | TotalAmt |
| Program Services | $100,472 | ProgramServicesAmt |
| Management And General | $20,286 | ManagementAndGeneralAmt |
| Fundraising | $4,536 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,017 | TotalAmt |
| Management And General | $88,017 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,990,629 | TotalAmt |
| Program Services | $1,990,629 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,813 | TotalAmt |
| Program Services | $93,564 | ProgramServicesAmt |
| Management And General | $53,249 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EXTERNAL PROGRAMS | $296,431 | $296,431 | |
| DUES & SUBSCRIPTIONS | $87,144 | $72,893 | $14,251 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,363 | TotalAmt |
| Program Services | $63,022 | ProgramServicesAmt |
| Management And General | $196,341 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,566,783 | TotalAmt |
| Program Services | $19,218,249 | ProgramServicesAmt |
| Management And General | $3,534,400 | ManagementAndGeneralAmt |
| Fundraising | $814,134 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,450 | BOYAmt |
| EOY | $3,450 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,085,461 | BOYAmt |
| EOY | $2,318,611 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,989 | BOYAmt |
| EOY | $871,837 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,887 | BOYAmt |
| EOY | $366,508 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,227 | BOYAmt |
| EOY | $84,282 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,013 | BOYAmt |
| EOY | $271,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,113,642 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,966,270 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,717,933 | BOYAmt |
| EOY | $27,147,372 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,844,648 | BOYAmt |
| EOY | $33,340,822 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,968,701 | BOYAmt |
| EOY | $24,733,598 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,380 | BOYAmt |
| EOY | $778,166 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,441,689 | BOYAmt |
| EOY | $89,916,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680,206 | BOYAmt |
| EOY | $1,052,669 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,260,631 | BOYAmt |
| EOY | $2,308,755 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,840,000 | BOYAmt |
| EOY | $5,800,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,774 | BOYAmt |
| EOY | $191,505 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,938,611 | BOYAmt |
| EOY | $9,352,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,160,979 | BOYAmt |
| EOY | $65,294,809 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,008,494 | BOYAmt |
| EOY | $5,812,877 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,333,605 | BOYAmt |
| EOY | $9,455,557 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,503,078 | BOYAmt |
| EOY | $80,563,243 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,441,689 | BOYAmt |
| EOY | $89,916,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,921,208 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,848,748 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,295 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 5.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 10.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $416,861 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,058,073 | BeginningYearBalanceAmt |
| Contributions | $984,265 | ContributionsAmt |
| Investment Earnings Or Losses | $1,720,114 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,074,375 | OtherExpendituresAmt |
| End Year Balance | $59,688,077 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,071,669 | BeginningYearBalanceAmt |
| Contributions | $402,751 | ContributionsAmt |
| Investment Earnings Or Losses | $7,921,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,337,964 | OtherExpendituresAmt |
| End Year Balance | $59,058,073 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,088,983 | BeginningYearBalanceAmt |
| Contributions | $842,659 | ContributionsAmt |
| Investment Earnings Or Losses | $6,529,395 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,389,368 | OtherExpendituresAmt |
| End Year Balance | $53,071,669 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,233,061 | BeginningYearBalanceAmt |
| Contributions | $272,138 | ContributionsAmt |
| Investment Earnings Or Losses | $1,095,784 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $512,000 | OtherExpendituresAmt |
| End Year Balance | $48,088,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,354,165 | BeginningYearBalanceAmt |
| Contributions | $1,463,238 | ContributionsAmt |
| Investment Earnings Or Losses | $9,835,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,420,179 | OtherExpendituresAmt |
| End Year Balance | $47,233,061 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09590 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $653,666 | OtherCostOrOtherBasisAmt |
| Book Value | $653,666 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,672,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,999,027 | DepreciationAmt |
| Book Value | $20,673,436 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,699,401 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,246,991 | DepreciationAmt |
| Book Value | $4,452,410 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,937,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,720,252 | DepreciationAmt |
| Book Value | $1,216,860 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $151,000 | OtherCostOrOtherBasisAmt |
| Book Value | $151,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,147,372 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| AMERICAN CENTURY EQUITY INCOME (ACIIX) FUND | $7,857,395 | F |
| CHARITABLE REMAINDER TRUSTS | $107,905 | F |
| HEDGE FUND | $3,287,156 | F |
| BAIRD AGGREGATE BOND FUND (BAGIX) | $6,737,857 | F |
| METROPOLITAN WEST FDS (MWTIX) | $6,743,285 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,733,598 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $191,505 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $191,505 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,119,049 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,848,748 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $34,213 | OtherRevenueAmt |
| Revenue Not Reported | -$9,814,535 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,933,584 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $187,155 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,367,252 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,554,407 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,487,991 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,058,884 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $220,067 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $220,067 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,838,817 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $187,155 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,540,811 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,727,966 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,566,783 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | ROLAND PARK COUNTRY SCHOOL REPORTS CONSERVATION EASEMENT EXPENSES AS EITHER AN INSTRUCTIONAL EXPENSE IF CURRICULUM BASED OR PLANT EXPENSE IF A GENERAL EXPENSE. |
| PART V, LINE 4: | THE ENDOWMENT FUND IS INTENDED TO SUPPORT DESIRED SPENDING AND TO COVER OPERATING EXPENSES. |
| PART X, LINE 2: | THE SCHOOL FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE SCHOOL MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND HAS CONCLUDED THAT THE SCHOOL HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON FORM 990 46,508. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -12,295. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION ON THE FINANCIAL STATEMENT 3,540,811. BOOKSTORE EXPENSES NETTED ON LINE 10B -173,559. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE EXPENSES NETTED ON LINE 10B 173,559. SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON FORM 990 46,508. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION ON THE FINANCIAL STATEMENT 3,540,811. |
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 | ROLAND PARK COUNTRY SCHOOL SEEKS AN ABLE AND DIVERSE STUDENT BODY. EACH APPLICANT IS EVALUATED ON THE STRENGTH OF HER INTELLECTUAL CURIOSITY, READINESS, ACADEMIC ACHIEVEMENT AND PERSONAL QUALITIES OF INTEGRITY CITIZENSHIP, AND RESPONSIBILITY. THE SCHOOL WELCOMES APPLICANTS OF ALL RACES, RELIGIONS, AND NATIONAL ETHNIC ORIGINS. THE BOARD IS COMMITTED TO AN ACTIVE, ON-GOING EFFORT TO ATTRACT, WELCOME, AND SUPPORT A DIVERSE COMMUNITY OF TALENTED STUDENTS, FACULTY, ADMINISTRATORS, STAFF AND BOARD MEMBERS. THE BOARD IS CONVINCED THAT ALL MEMBERS OF THE RPCS COMMUNITY WILL BENEFIT GREATLY FROM SUCH AN ENRICHED ENVIRONMENT, AND ONE WHICH CONTINUALLY PROMOTES RACIAL AND CULTURAL DIGNITY. THE BOARD STRONGLY SUPPORTS THE WORK OF THE ADMINISTRATION AND FACULTY IN THEIR CONTINUING EFFORTS TO DEVELOP AND IMPLEMENT A TRULY INCLUSIVE CURRICULUM WITHIN A RIGOROUS ACADEMIC PROGRAM, ONE THAT ENCOMPASSES RACIAL, ETHNIC, RELIGIOUS, CULTURAL, SOCIAL, ECONOMIC, AND GENDER PERSPECTIVES. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,287,156 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,287,156 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,287,156 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RED HOT RUN | Event1Nm |
| Gross Receipts Event1 | $30,115 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,915 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,106 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $13,543 | OtherDirectExpensesEvent1Amt |
| Event2 | HOLIDAY FAIR | Event2Nm |
| Gross Receipts Event2 | $24,675 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $24,675 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $100 | CashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $11,609 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $37,182 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $10,540 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $26,642 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $150 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $2,429 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $10,915 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,656 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $91,972 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $27,740 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $64,232 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $250 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $6,535 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,915 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,808 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,508 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,724 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (18 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GRANTS & SCHOLARSHIPS - K | 7 | $70,700 |
| GRANTS & SCHOLARSHIPS - P1 | 3 | $41,000 |
| GRANTS & SCHOLARSHIPS - 1 | 12 | $132,145 |
| GRANTS & SCHOLARSHIPS - 2 | 10 | $149,550 |
| GRANTS & SCHOLARSHIPS - 3 | 12 | $187,350 |
| GRANTS & SCHOLARSHIPS - 4 | 21 | $319,800 |
| GRANTS & SCHOLARSHIPS - 5 | 14 | $225,995 |
| GRANTS & SCHOLARSHIPS - 6 | 15 | $250,135 |
| GRANTS & SCHOLARSHIPS - 7 | 27 | $426,050 |
| GRANTS & SCHOLARSHIPS - 8 | 16 | $223,750 |
| GRANTS & SCHOLARSHIPS - 9 | 23 | $262,970 |
| GRANTS & SCHOLARSHIPS - 10 | 30 | $399,815 |
| GRANTS & SCHOLARSHIPS - 11 | 36 | $496,885 |
| GRANTS & SCHOLARSHIPS - 12 | 18 | $231,525 |
| FINANCIAL ASSISTANCE-SENIOR WORK GRANTS | 4 | $1,000 |
| FINANCIAL ASSISTANCE-LAPTOP COMPUTERS | 72 | $70,669 |
| FINANCIAL ASSISTANCE- BOOKS | 165 | $28,558 |
| FINANCIAL ASSISTANCE- OTHER | 6 | $18,895 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL ASSISTANCE POLICY IS SET BY THE BOARD OF TRUSTEES. IT IS CONSISTENT WITH THE GUIDELINES ESTABLISHED BY THE ASSOCIATION OF INDEPENDENT SCHOOLS (AIMS) AND THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS). THE UNDERLYING ASSUMPTION OF THESE GUIDELINES IS THAT PARENTS HAVE AN OBLIGATION TO FINANCE THEIR CHILDREN'S EDUCATION TO THE EXTENT THAT THEY ARE ABLE. FINANCIAL ASSISTANCE WILL NOT EXCEED THE AMOUNT NEEDED TO MEET THE DIFFERENCE BETWEEN PARENTAL RESOURCES AND THE STUDENTS EDUCATIONAL EXPENSES. ALL GRANTS AND STUDENT LOANS ARE BASED ON DOCUMENTED NEED. PARENTS OF FINANCIAL ASSISTANCE APPLICANTS ARE REQUIRED TO SUBMIT A PARENT'S FINANCIAL STATEMENT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) IN PRINCETON, NEW JERSEY; A COPY OF WHICH MUST BE SENT TO THE SCHOOL. IN ADDITION, A COPY OF THE MOST RECENT FEDERAL INCOME TAX RETURN AND A SUPPLEMENTARY FINANCIAL ASSISTANCE FORM MUST BE SUBMITTED TO THE FINANCIAL ASSISTANCE OFFICE. THE REPORT OF FINANCIAL NEED FROM THE SSS IS AN ANALYSIS OF NEED AND THE ABILITY OF THE PARENTS TO CONTRIBUTE TO EDUCATIONAL EXPENSES. THE FINANCIAL ASSISTANCE COMMITTEE MAKES DECISIONS ON THE AMOUNT OF ALL GRANTS AND STUDENT LOANS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEAN WALLER BRUNE | ||||||||||||||
| HEAD OF SCHOOL | $245,353 | $0 | $0 | $0 | $70,515 | $0 | $12,375 | $0 | $37,395 | $0 | $365,638 | $0 | $0 | $0 |
| DUNCAN BOOTH | ||||||||||||||
| ASST HEAD OF SCHOOL FIN & OPS | $138,702 | $0 | $0 | $0 | $13,958 | $0 | $18,004 | $0 | $20,603 | $0 | $191,267 | $0 | $0 | $0 |
| EVELYN ZINK | ||||||||||||||
| DIR. OF DEVELOPMENT | $122,207 | $0 | $0 | $0 | $14,209 | $0 | $14,953 | $0 | $6,809 | $0 | $158,178 | $0 | $0 | $0 |
| PHYLLIS TRIPP | ||||||||||||||
| DIR. OF TECHNOLOGY | $123,660 | $0 | $0 | $0 | $12,420 | $0 | $14,941 | $0 | $6,405 | $0 | $157,426 | $0 | $0 | $0 |
| CARLA M SPAWN-VAN BERKUM | ||||||||||||||
| ASST. HEAD OF SCHOOL - ACA | $118,610 | $0 | $0 | $0 | $12,164 | $0 | $14,623 | $0 | $7,831 | $0 | $153,228 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THESE BENEFITS ARE RECEIVED BY THE HEAD OF SCHOOL. THEY ARE NOT INCLUDED IN TAXABLE COMPENSATION. |
| PART I, LINE 1B | THESE COMPENSATION ITEMS WERE WRITTEN IN THE HEAD OF SCHOOL'S CONTRACT. |
| PART I, LINE 4B | THE FOLLOWING EMPLOYEES INCLUDED IN PART VII OF THE FORM 990 PARTICIPATE IN A NONQUALIFED DEFERRED COMPENSATION PLAN. EACH FISCAL YEAR'S DEFERRED COMPENSATION CREDIT ALLOCATED TO A PARTICIPANT'S ACCOUNT SHALL BECOME FULLY VESTED AND NOT FORFEITABLE ON THE JUNE 30 WHICH OCCURS FOUR (4) FULL FISCAL YEARS AFTER JUNE 30 OF THE FISCAL YEAR FOR WHICH THE DEFERRED COMPENSATION WAS ALLOCATED. ADDITIONALLY, ALL AMOUNTS CREDITED TO A PARTICIPANT'S ACCOUNT SHALL, IF NOT FULLY VESTED AT AN EARLIER DATE (PER THE PRECEDING DESCRIPTION OF THE 4 YEAR VESTING PERIOD) BECOME FULLY VESTED AND NOT FORFEITABLE UPON THE OCCURRENCE OF THE EARLIEST OF: PARTICIPANT REACHES RETIREMENT DATE; PARTICIPANT SUFFERS A DISABILITY WHILE ACTIVELY EMPLOYED BY RPCS; THE PARTICIPANT DIES WHILE ACTIVELY EMPLOYED BY RPCS; OR THE PARTICIPANT'S EMPLOYMENT IS INVOLUNTARILY TERMINATED BY RPCS WITHOUT CAUSE, AS DETERMINED BY THE HEAD OF SCHOOL. EMPLOYEE: PAYOUT: EVELYN ZINK $8,589 DUNCAN BOOTH $9,306 PHYLLIS TRIPP $8,063 CARLA M. SPAWN-VAN BERKUM $7,886 VERNA MOORE $6,619 ERENI MALFA $0 THE PAYOUT IS INCLUDED IN REPORTABLE COMPENSATION AND SCHEDULE J, PART II, COLUMN BIII. THE AMOUNT SET ASIDE BUT NOT VESTED IS INCLUDED IN NONTAXABLE BENEFITS AND SCHEDULE J, PART II, COLUMN D. |
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 | MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 520936091 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2009-10-07 | BondIssuedDt |
| Issue Price | $17,400,000 | IssuePriceAmt |
| Purpose | THE PURPOSE WAS TO REFUND (A) MARYLAND HEALTH AND HIGHER EDUCATIONAL | 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 |
| Retired | $11,600,000 | RetiredAmt |
| Total Proceeds | $17,400,000 | TotalProceedsAmt |
| 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 Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
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 | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 27.700000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | Yes (1) | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $20,245 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $141,131 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEDIAN GIVEN BY BROKER | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED BY SELECT MANAGEMENT AND MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE TRUSTEE HANDBOOK THAT IS ANNUALLY DISTRIBUTED TO THE BOARD OF TRUSTEES. TRUSTEES MAY NOT PARTICIPATE IN ANY DECISION, REVIEW, OR EVALUATION IN WHICH THAT PERSON HAS A FINANCIAL INTEREST OF ANY KIND, WHETHER DISCLOSED OR UNDISCLOSED. TRUSTEES MAY NOT PARTICIPATE IN ANY DECISION, REVIEW, OR EVALUATION IN WHICH THEY HAVE A PERSONAL INTEREST, UNLESS THAT INTEREST HAS BEEN DISCLOSED AND IT HAS BEEN CONCLUDED BY THE BOARD THAT THE INVOLVEMENT OF THAT PERSON WILL NOT RENDER ANY SUBSEQUENT DECISION SUBJECT TO AN APPEARANCE OF IMPROPRIETY, LACK OF OBJECTIVITY, OR UNDUE INFLUENCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARABLE SALARY DATA, AND THEN MAKES A RECOMMENDATION FOR SALARY INCREASES TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE EVALUATES THE ECONOMICS OF THE SCHOOL AND MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES ABOUT THE AVAILABILITY OF FUNDS TO INCREASE THE SALARY POOL. THIS PROCESS IS DOCUMENTED BY THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -12,295. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLAND-NORTHERN BRIDGE COMPANY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5407 ROLAND AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300088452 | EIN |
| Primary Activities | BUILDING AND MAINTENANCE OF PEDESTRIAN BRIDGE | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A-I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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