THE BRANSON SCHOOL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE BRANSON SCHOOL (EIN 94-0338330)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201641339349306404
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T19:31:24-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | 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 | 940338330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRANSON SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAN | BusinessNameControlTxt |
| Phone | 4154543612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 887 | AddressLine1Txt |
| City | ROSS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94957 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD B PINGER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4154543612 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN PANETTA | PreparerPersonNm |
| PTIN | P00365375 | PTIN |
| Phone | 9257902600 | 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 | GREG SWART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 887 | AddressLine1Txt |
| City | ROSS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94957 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,969,832 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRANSON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A QUALITY EDUCATION TO STUDENTS GRADES 9 THROUGH 12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $4,264 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,902,954 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,730,648 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,177,597 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,624,535 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,655,087 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,894,844 | CYInvestmentIncomeAmt |
| PY Other Revenue | $130,212 | PYOtherRevenueAmt |
| CY Other Revenue | $182,694 | CYOtherRevenueAmt |
| PY Total Revenue | $18,865,850 | PYTotalRevenueAmt |
| CY Total Revenue | $18,432,721 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,034,253 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,237,571 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,170,576 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,907,014 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,130,217 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,433,757 | PYOtherExpensesAmt |
| CY Other Expenses | $7,399,234 | CYOtherExpensesAmt |
| PY Total Expenses | $17,638,586 | PYTotalExpensesAmt |
| CY Total Expenses | $19,543,819 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,227,264 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,111,098 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,540,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,998,569 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,548,378 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,907,462 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,991,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,091,107 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AN ACADEMICALLY EXCEPTIONAL EDUCATION TO STUDENTS GRADE 9 THROUGH 12 IN A WARM, SUPPORTIVE, AND NURTURING ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,793,304 | ExpenseAmt |
| Grant | $2,237,571 | GrantAmt |
| Revenue | $13,624,535 | RevenueAmt |
| Desc | THE BRANSON SCHOOL MAINTAINS AND CONDUCTS A SECONDARY SCHOOL FOR GIRLS AND BOYS IN WHICH THEY ARE PROVIDED WITH SUCH INSTRUCTION AND EDUCATION THAT SHALL BE ADEQUATE FOR THE PREPARATION OF STUDENTS FOR ADMISSION TO UNIVERSITIES AND COLLEGES OF THE HIGHEST ATTAINMENT. THE BRANSON SCHOOL ENCOURAGES STUDENTS TO THINK CRITICALLY, COMMUNICATE CLEARLY, DEVELOP THEIR INDIVIDUAL TALENTS AND INTERESTS, AND PURSUE A LIFE-LONG PASSION FOR LEARNING. | Desc |
| Total Program Service Expenses | $13,793,304 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 143 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD B PINGER CFO & ASST HEAD OF SCHOOL FOR STRATEGIC INITIATIVES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154557163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 FERNHILL AVENUE | AddressLine1Txt |
| City | ROSS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94957 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 |
|---|---|---|---|---|---|---|---|
| MARLENE BATES | |||||||
| TRUSTEE-TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BEN BODIPO-MEMBA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STACEY CASE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE DOUGLAS | |||||||
| TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATE DUHAMEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN FAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SETH FERGUSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE FLYNN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE BURNES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GRASSO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAMON KERBY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN LAMM | |||||||
| TRUSTEE-SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELSA LEUNG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID LIU | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN LOUIE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GOLDEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AVID MODJTABAI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE MOORE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE RAABE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANI ROSS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SEMI SALMI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY SAUER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG SWART | |||||||
| TRUSTEE-BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREEM WEAVER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLYN WEISEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS PRICE II | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $352,540 | $0 | $93,141 | ||
| RICHARD MCLAUGHLIN | |||||||
| BUSINESS MANAGER | 40.00 | Yes (X) | $125,013 | $0 | $31,320 | ||
| PHILIP GUITERREZ | |||||||
| ASSISTANT HEAD OF SCHOOL FOR EXTERNAL AFFAIRS | 40.00 | $165,416 | $0 | $33,126 | Yes (X) | ||
| KAREN WHITAKER | |||||||
| ASSISTANT HEAD OF SCHOOL FOR ACADEMIC AFFAIRS | 40.00 | $153,198 | $0 | $24,399 | Yes (X) | ||
| ANNIE TSANG | |||||||
| DIRECTOR OF ADMISSION | 40.00 | $141,672 | $0 | $16,815 | Yes (X) | ||
| DENNIS SHANNON | |||||||
| HISTORY TEACHER | 40.00 | $138,661 | $0 | $9,885 | Yes (X) | ||
| MEREDITH HERRERA | |||||||
| COLLEGE COUNSELOR | 40.00 | $135,267 | $0 | $12,093 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,211,767 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $220,779 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | 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 |
|---|---|---|---|---|---|
| EPICUREAN GROUP | |||||
| 111 MAIN STREET SUITE 3 | LOS ALTOS | CA | 94022 | FOOD SERVICE | $278,641 |
| SHEPPARD MULLIN RICHTER & HAMPTON | |||||
| 333 SOUTH HOPE STREET 43RD FLOOR | LOS ANGELES | CA | 900711422 | LAW | $262,440 |
| CYO TRANSPORTATION SERVICES | |||||
| 699 SERRAMONTE BLVD 210 | DALY CITY | CA | 94015 | BUS SERVICE | $222,820 |
| MARK CAVAGNERO ASSOCIATES | |||||
| 1045 SANSOME STREET SUITE 200 | SAN FRANCISCO | CA | 94111 | ARCHITECT | $172,028 |
| PEAK BUILDING SERVICES | |||||
| 845 OLIVE AVENUE SUITE 211 | NOVATO | CA | 94945 | CUSTODIAL SERVICES | $163,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $418,054 | FundraisingAmt |
| All Other Contributions | $2,312,594 | AllOtherContributionsAmt |
| Noncash Contributions | $223,390 | NoncashContributionsAmt |
| Total Contributions | $2,730,648 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $12,941,331 | $12,941,331 |
| AUXILLARY SERVICES | 611600 | $487,554 | $487,554 |
| SUMMER PROGRAMS | 611600 | $177,786 | $177,786 |
| OTHER PROGRAM REVENUE | 611600 | $17,864 | $17,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,624,535 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $936,350 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,264 | UnrelatedBusinessRevenueAmt |
| Exclusion | $932,086 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $224,983 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,332 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $173,651 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,651 | TotalRevenueColumnAmt |
| Exclusion | $173,651 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,334,478 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,375,984 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $958,494 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $958,494 | TotalRevenueColumnAmt |
| Exclusion | $958,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $118,838 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $418,054 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $109,795 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,043 | TotalRevenueColumnAmt |
| Exclusion | $9,043 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,432,721 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,624,535 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,264 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,073,274 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,237,571 | TotalAmt |
| Program Services | $2,237,571 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,664 | TotalAmt |
| Program Services | $126,833 | ProgramServicesAmt |
| Management And General | $432,998 | ManagementAndGeneralAmt |
| Fundraising | $126,833 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,352,492 | TotalAmt |
| Program Services | $5,280,486 | ProgramServicesAmt |
| Management And General | $1,508,605 | ManagementAndGeneralAmt |
| Fundraising | $563,401 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,924 | TotalAmt |
| Program Services | $305,014 | ProgramServicesAmt |
| Management And General | $79,764 | ManagementAndGeneralAmt |
| Fundraising | $40,146 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $896,550 | TotalAmt |
| Program Services | $654,341 | ProgramServicesAmt |
| Management And General | $178,245 | ManagementAndGeneralAmt |
| Fundraising | $63,964 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,384 | TotalAmt |
| Program Services | $403,957 | ProgramServicesAmt |
| Management And General | $103,168 | ManagementAndGeneralAmt |
| Fundraising | $39,259 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,239 | TotalAmt |
| Management And General | $79,239 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,593 | TotalAmt |
| Management And General | $48,593 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,668,311 | TotalAmt |
| Program Services | $753,015 | ProgramServicesAmt |
| Management And General | $756,043 | ManagementAndGeneralAmt |
| Fundraising | $159,253 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,104 | TotalAmt |
| Management And General | $16,620 | ManagementAndGeneralAmt |
| Fundraising | $28,484 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,479 | TotalAmt |
| Program Services | $284,244 | ProgramServicesAmt |
| Management And General | $54,465 | ManagementAndGeneralAmt |
| Fundraising | $2,770 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,996 | TotalAmt |
| Program Services | $263,197 | ProgramServicesAmt |
| Management And General | $65,799 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,566,607 | TotalAmt |
| Program Services | $1,033,094 | ProgramServicesAmt |
| Management And General | $492,977 | ManagementAndGeneralAmt |
| Fundraising | $40,536 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,299 | TotalAmt |
| Program Services | $38,924 | ProgramServicesAmt |
| Management And General | $20,959 | ManagementAndGeneralAmt |
| Fundraising | $3,416 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,447 | TotalAmt |
| Program Services | $91,018 | ProgramServicesAmt |
| Management And General | $49,010 | ManagementAndGeneralAmt |
| Fundraising | $5,419 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,523 | TotalAmt |
| Program Services | $873,228 | ProgramServicesAmt |
| Management And General | $258,032 | ManagementAndGeneralAmt |
| Fundraising | $34,263 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,593 | TotalAmt |
| Management And General | $62,593 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DEBT SERVICE COSTS | $945,939 | $851,345 | $94,594 | |
| OTHER EXPENSES | $449,934 | $108,867 | $318,594 | $22,473 |
| ATHLETIC PROGRAM | $397,680 | $397,680 | ||
| TUITION REDUCTION GRANT | $90,490 | $90,490 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,543,819 | TotalAmt |
| Program Services | $13,793,304 | ProgramServicesAmt |
| Management And General | $4,620,298 | ManagementAndGeneralAmt |
| Fundraising | $1,130,217 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815 | BOYAmt |
| EOY | $2,099 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,297,820 | BOYAmt |
| EOY | $9,868,157 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,199 | BOYAmt |
| EOY | $226,315 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,683 | BOYAmt |
| EOY | $160,802 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,356 | BOYAmt |
| EOY | $96,724 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,098,946 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,203,899 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,918,609 | BOYAmt |
| EOY | $21,895,047 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,957,411 | BOYAmt |
| EOY | $36,552,544 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,093,729 | BOYAmt |
| EOY | $2,464,554 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,410 | BOYAmt |
| EOY | $732,327 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,540,032 | BOYAmt |
| EOY | $71,998,569 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,861 | BOYAmt |
| EOY | $1,240,187 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,621,939 | BOYAmt |
| EOY | $7,177,233 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,400,000 | BOYAmt |
| EOY | $22,200,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,554,578 | BOYAmt |
| EOY | $2,290,042 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,548,378 | BOYAmt |
| EOY | $32,907,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,429,752 | BOYAmt |
| EOY | $969,416 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,902,324 | BOYAmt |
| EOY | $23,325,183 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,659,578 | BOYAmt |
| EOY | $14,796,508 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,991,654 | BOYAmt |
| EOY | $39,091,107 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,540,032 | BOYAmt |
| EOY | $71,998,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,111,098 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,081,800 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $292,351 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,305,739 | BeginningYearBalanceAmt |
| Contributions | $136,930 | ContributionsAmt |
| Investment Earnings Or Losses | $433,348 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $775,764 | OtherExpendituresAmt |
| End Year Balance | $22,100,253 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,412,704 | BeginningYearBalanceAmt |
| Contributions | $217,781 | ContributionsAmt |
| Investment Earnings Or Losses | $3,394,771 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $719,517 | OtherExpendituresAmt |
| End Year Balance | $22,305,739 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,955,276 | BeginningYearBalanceAmt |
| Contributions | $56,585 | ContributionsAmt |
| Investment Earnings Or Losses | $2,077,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $676,991 | OtherExpendituresAmt |
| End Year Balance | $19,412,704 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,626,932 | BeginningYearBalanceAmt |
| Contributions | $1,213,410 | ContributionsAmt |
| Investment Earnings Or Losses | -$276,358 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $608,708 | OtherExpendituresAmt |
| End Year Balance | $17,955,276 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,140,987 | BeginningYearBalanceAmt |
| Contributions | $515,935 | ContributionsAmt |
| Investment Earnings Or Losses | $3,246,394 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $276,384 | OtherExpendituresAmt |
| End Year Balance | $17,626,932 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03610 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29440 | 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 | $1,333,389 | OtherCostOrOtherBasisAmt |
| Book Value | $1,333,389 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,739,711 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,056,923 | DepreciationAmt |
| Book Value | $19,682,788 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,892,002 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,146,976 | DepreciationAmt |
| Book Value | $745,026 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,844 | OtherCostOrOtherBasisAmt |
| Book Value | $133,844 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,895,047 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP | Desc |
| Amt | $2,290,042 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,290,042 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,566,828 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,081,800 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,784,094 | OtherRevenueAmt |
| Revenue Not Reported | -$2,865,894 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,432,722 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,432,722 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,467,375 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $161,127 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $161,127 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,306,248 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,237,571 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,237,571 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,543,819 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BRANSON SCHOOL ENDOWMENT FUNDS ARE PRIMARILY USED TO SUPPORT THE GENERAL OPERATIONS OF THE SCHOOL, INCLUDING FINANCIAL AID SUPPORT. |
| PART X, LINE 2: | THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES INCLUDED IN REVENUE 109,795. RENTAL EXPENSES INCLUDED IN REVENUE 51,332. GAIN ON INTEREST RATE SWAPS INCLUDED IN REVENUE 264,536. TUITION ASSISTANCE/SCHOLARSHIPS -2,237,571. CAPITAL CAMPAIGN GAIN 27,814. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES INCLUDED IN REVENUE 109,795. RENTAL EXPENSES INCLUDED IN REVENUE 51,332. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE/SCHOLARSHIPS 2,237,571. |
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 | ALONG WITH OTHER SCHOOLS, THE BRANSON SCHOOL HAS PUBLICIZED ITS NON-DISCRIMINATION POLICY IN THE SAN FRANCISCO CHRONICLE UNDER "PUBLIC NOTICES (NON-GOVERNMENT)". | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BRANSON CONNECTED | Event1Nm |
| Gross Receipts Event1 | $536,892 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $418,054 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $118,838 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $43,885 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $42,955 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $22,955 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $536,892 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $418,054 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $118,838 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $43,885 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $42,955 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,955 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $109,795 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,043 | NetIncomeSummaryAmt |
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 | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 84 | RecipientCnt |
| Cash Grant | $2,237,571 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AVAILABLE EXCLUSIVELY FOR STUDENTS ENROLLED AT THE BRANSON SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS PRICE II | ||||||||||||||
| HEAD OF SCHOOL | $294,043 | $0 | $0 | $0 | $58,497 | $0 | $16,855 | $0 | $76,286 | $0 | $445,681 | $0 | $0 | $0 |
| RICHARD MCLAUGHLIN | ||||||||||||||
| BUSINESS MANAGER | $124,856 | $0 | $0 | $0 | $157 | $0 | $12,248 | $0 | $19,072 | $0 | $156,333 | $0 | $0 | $0 |
| PHILIP GUITERREZ | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL FOR EXTERNA | $160,274 | $0 | $5,000 | $0 | $142 | $0 | $13,989 | $0 | $19,137 | $0 | $198,542 | $0 | $0 | $0 |
| KAREN WHITAKER | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL FOR ACADEMI | $147,878 | $0 | $5,000 | $0 | $320 | $0 | $11,281 | $0 | $13,118 | $0 | $177,597 | $0 | $0 | $0 |
| ANNIE TSANG | ||||||||||||||
| DIRECTOR OF ADMISSION | $141,572 | $0 | $0 | $0 | $100 | $0 | $7,109 | $0 | $9,706 | $0 | $158,487 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL PROVIDES ON-CAMPUS HOUSING TO THE HEAD OF SCHOOL. THE VALUE OF THIS BENEFIT HAS BEEN INCLUDED IN PART VII OF FORM 990 AND SCHEDULE J IN THE NON-TAXABLE BENEFITS. THE SCHOOL CONTINUES TO TAKE THE POSITION THAT THE FACTS SUPPORT EXCLUSION FROM TAXABLE INCOME. THE HEAD OF SCHOOL'S CONTRACT INCLUDES A CLEANING STIPEND FOR THE RESIDENCE THAT THE SCHOOL PROVIDES HIM. THE CONTRACT INDICATES THAT BECAUSE THE HEAD OF SCHOOL WILL BE REQUIRED TO PERIODICALLY USE THIS RESIDENCE TO HOST SCHOOL FUNCTIONS/EVENTS, THE SCHOOL WILL PAY A CLEANING SERVICE TO KEEP THE HOUSE CLEAN. THIS AMOUNT PAID DIRECTLY TO A CLEANING SERVICE IS NOT REFLECTED AS TAXABLE INCOME ON THE HEAD OF SCHOOL'S W-2. THE HEAD OF SCHOOL RECEIVES THE FOLLOWING TAXABLE BENEFITS THAT ARE REPORTED AS TAXABLE INCOME ON HIS FORM W-2: TUITION ASSISTANCE FOR HIS CHILD AND AN AUTO ALLOWANCE. FOR 2014, THESE BENEFITS WERE "GROSSED UP" SO THAT THE NET AMOUNT AVAILABLE AFTER TAXES WAS EQUAL TO THE COST OF THE BENEFIT. |
| PART I, LINE 4B | THOMAS W. PRICE, HEAD OF SCHOOL, RECEIVED $4,800 OF EMPLOYER CONTRIBUTIONS TO A 457(B) PLAN. |
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 | ABAG FINANCE AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS SERIES 2008 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 943130123 | BondIssuerEIN |
| CUSIP | 00037CNF3 | CUSIPNum |
| Bond Issued | 2008-08-01 | BondIssuedDt |
| Issue Price | $22,500,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION & ACQUISITION OF EDUCATIONAL FACILITIES | 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 | $300,000 | RetiredAmt |
| Total Proceeds | $23,008,990 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $353,203 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $22,655,787 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | 0 | 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 | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | 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 | NORTHERN TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AEGON INSTITUTIONAL | BusinessNameLine1Txt |
| Business Name Line2 | MARKETS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 18.000000000000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: ABAG FINANCE AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS SERI DATE THE REBATE COMPUTATION WAS PERFORMED: 08/07/2013 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $223,390 | 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 | THE ENTIRE GOVERNING BOARD WAS PROVIDED A COPY OF FORM 990 PRIOR TO FILING THAT INCLUDED ALL SCHEDULES. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS ASKED TO SIGN THE CONFLICT OF INTEREST POLICY AT THE START OF EACH SCHOOL YEAR. THE DISCLOSURE STATEMENTS ARE RETURNED TO THE SECRETARY OF THE BOARD OF TRUSTEES AND ANY ISSUES ARE DISCUSSED AT THE BOARD LEVEL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSATION PACKAGE IS DETERMINED EXCLUSIVELY BY THE BOARD OF TRUSTEES. A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS FORM 990S FILED BY COMPARABLE SCHOOLS. A WRITTEN EMPLOYMENT CONTRACT IS SIGNED BY THE BOARD PRESIDENT AND THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS RESPONSIBLE FOR DETERMINING COMPENSATION AND BENEFITS FOR KEY EMPLOYEES OF THE SCHOOL. A SURVEY OF COMPENSATION AND BENEFITS CONDUCTED BY ISBOA, AND ORGANIZATION OF SCHOOLS IN THE BAY AREA, IS USED AS A BENCHMARK. |
| FORM 990, PART VI, SECTION C, LINE 19 | PURSUANT TO THE APPLICABLE TREASURY REGULATIONS, COPIES OF THE THREE MOST RECENTLY FILED FORMS 990 AND 990-T AND THE ORGANIZATION'S EXEMPTION APPLICATION ARE AVAILABLE UPON REQUEST. ANY DOCUMENTS NOT LEGALLY REQUIRED TO BE DISCLOSED, MAY BE DISCLOSED BY THE SCHOOL ON A CASE-BY-CASE BASIS. |
| FORM 990, PART XI, LINE 9: | CAPITAL CAMPAIGN REVENUE 27,815. GAIN ON INTEREST RATE SWAP 264,536. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Comments