GOW SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GOW SCHOOL (EIN 16-1034793)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-11
- IRS object ID
- 201500429349301765
- Schema version
- 2013v4.0
- 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 J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-11T15:44:41-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1 |
| City | AMHERST | City |
| State | NY | State |
| ZIP Code | 14228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161034793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOW SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOWS | BusinessNameControlTxt |
| Phone | 7166872078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARY SHIELDS | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 7166872078 | PhoneNum |
| Signature | 2015-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE SIVIC | PreparerPersonNm |
| PTIN | P01251874 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROSEMARY SHIELDS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,273,327 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GOW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | A LEADER AND INNOVATOR IN DYSLEXIA EDUCATION WITH A COMMITMENT TO THE VALUES OF KINDESS, RESPECT, HONESTY AND HARD WORK, SINCE 1926 THE GOW SCHOOL HAS BEEN HELPING STUDENTS WITH LANGUAGE-BASED LEARNING DIFFERENCES DEVELOP THE SKILLS AND CONFIDENCE TO SUCCEED IN HIGHER EDUCATION AND BEYOND AS CREATIVE, COMPASSIONATE ADULTS AND ENGAGED CITIZENS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 132 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,170,820 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,407,545 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,432,242 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,450,654 | CYProgramServiceRevenueAmt |
| PY Investment Income | $463,225 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,710,836 | CYInvestmentIncomeAmt |
| PY Other Revenue | $242,730 | PYOtherRevenueAmt |
| CY Other Revenue | $265,234 | CYOtherRevenueAmt |
| PY Total Revenue | $15,309,017 | PYTotalRevenueAmt |
| CY Total Revenue | $11,834,269 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,641,718 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,976,035 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $145,961 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,663,240 | PYOtherExpensesAmt |
| CY Other Expenses | $3,961,695 | CYOtherExpensesAmt |
| PY Total Expenses | $8,304,958 | PYTotalExpensesAmt |
| CY Total Expenses | $8,937,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,004,059 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,896,539 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,379,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,914,653 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,274,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,534,335 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,104,753 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,380,318 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OFFER A SPECIALLY DESIGNED CURRICULUM FOR STUDENTS WHO HAVE EXPERIENCED ACADEMIC DIFFICULTIES OR HAVE LANGUAGE BASED LEARNING DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,328,726 | ExpenseAmt |
| Revenue | $8,450,654 | RevenueAmt |
| Desc | GOW OFFERS AN ACCREDITED COLLEGE PREPARATORY CURRICULUM FOR THE EDUCATION OF YOUNG MEN AND WOMEN USING A MULTISENSORY FORMAT IN A TECHNOLOGY RICH ENVIRONMENT. THE SCHOOL'S PRIMARY PROGRAM IS CLASSROOM EDUCATION OF GRADES 7 - 12 WITH CLASSES IN MATH, SCIENCE, SOCIAL STUDIES, ENGLISH, COMPUTER SCIENCE, FINE AND PERFORMING ARTS, HEALTH, JOURNALISM, ROBOTICS, BUSINESS AND ECONOMICS. THE 4:1 STUDENT TO FACULTY RATIO ALLOWS FOCUS ON THE REMEDIATION OF LEARNING DIFFERENCES THROUGH A PHONICS BASED PROGRAM KNOWN AS RECONSTRUCTIVE LANGUAGE. CHARACTER EDUCATION IS ALSO EMPHASIZED. IN THE CLASSROOM, IN THE DORMITORY AND ON THE ATHLETIC FIELDS, STUDENTS ARE ENCOURAGED TO ADHERE TO THE FOUR PILLARS OF KINDNESS, RESPECT, HONESTY AND HARD WORK. THE ACADEMIC YEAR IS DIVIDED INTO FOUR MARKING PERIODS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASSES MEET SIX DAYS PER WEEK. THE STUDENT BODY CONSISTS OF 138 BOARDING BOYS, 18 DAY STUDENTS (BOYS AND GIRLS) IN GRADES 7-12 FROM 24 STATES AND 19 COUNTRIES. THE GOW SCHOOL ALSO OFFERS A TRADITIONAL SUMMER SCHOOL PROGRAM EXPERIENCE FOR BOYS AND GIRLS AGES 8-16. THE 5-WEEK SESSION OFFERS A SPECIALLY DESIGNED CURRICULUM FOR STUDENTS WHO HAVE EXPERIENCED ACADEMIC DIFFICULTIES OR HAVE LANGUAGE BASED LEARNING DISABILITIES WHICH MAY INCLUDE DYSLEXIA, CENTRAL AUDITORY PROCESSING DISORDER, DYSGRAPHIA, DYSCALCULIA, ADHD AND ADD. SUMMER PROGRAM PARTICIPANTS CAN BE DAY STUDENTS OR LIVE ON CAMPUS AND ENJOY A FULL SCHEDULE THAT PROVIDES RECREATIONAL ACTIVITIES ON WEEKENDS AND AFTERNOONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,328,726 | 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 | Yes (1) | 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 | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 132 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMARY SHIELDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7166872078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARY ANN COULSON | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEAN HJEWETT | |||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN T BEAN JR | |||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE M REID | |||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J GIBSON MCILVAIN | |||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH C GIALLANZA | |||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH EVANS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AL R CHIRCOP | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROGER P ADAMS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CREIGHTON MURCH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W GOW JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC BRONNER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W ITTMANN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PULVERMANN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R BULLOCK III | |||||||
| TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHERINE M MOHNEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE H ACHESON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOWELL G POWERS JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCUS GODDARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| K PETER KNUDSEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NEWTON D BAKER | |||||||
| TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD HUGHES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE LARUE SMITH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT VAIL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN J IBBOTSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE PACKHAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| K CARSON JONES | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GRAEME C HEPBBURN | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROSEMARY SHIELDS | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $81,413 | $0 | $11,400 | ||
| M BRADLEY ROGERS JR | |||||||
| HEADMASTER | 40.00 | $187,442 | $0 | $22,617 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $268,855 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,017 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCA FINANCIAL LLC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7275 GLEN FOREST DR SUITE 100 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LAPTOP LEASES | ServicesDesc |
| Compensation | $110,200 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $51,040 | FundraisingAmt |
| All Other Contributions | $1,356,505 | AllOtherContributionsAmt |
| Noncash Contributions | $48,014 | NoncashContributionsAmt |
| Total Contributions | $1,407,545 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 711210 | $7,610,490 | $7,610,490 |
| SUMMER PROGRAM | 711210 | $695,490 | $695,490 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,674 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,450,654 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,135 | TotalRevenueColumnAmt |
| Exclusion | $298,135 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,715,155 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $302,454 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,412,701 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,412,701 | TotalRevenueColumnAmt |
| Exclusion | $1,412,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $108,795 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $51,040 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,850 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,945 | TotalRevenueColumnAmt |
| Exclusion | $71,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $120,978 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $99,754 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,224 | TotalRevenueColumnAmt |
| Exclusion | $21,224 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CHANGES IN SPLIT VALUE OF SPLIT-I | 525920 | $119,906 | $119,906 |
| OTHER REVENUE | 900099 | $52,159 | $52,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $172,065 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,834,269 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,450,654 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,976,070 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,855 | TotalAmt |
| Management And General | $268,855 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,353,382 | TotalAmt |
| Program Services | $2,536,924 | ProgramServicesAmt |
| Management And General | $680,658 | ManagementAndGeneralAmt |
| Fundraising | $135,800 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,568 | TotalAmt |
| Program Services | $233,991 | ProgramServicesAmt |
| Management And General | $87,577 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,501 | TotalAmt |
| Program Services | $558,476 | ProgramServicesAmt |
| Management And General | $209,025 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,729 | TotalAmt |
| Program Services | $184,527 | ProgramServicesAmt |
| Management And General | $70,041 | ManagementAndGeneralAmt |
| Fundraising | $10,161 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,764 | TotalAmt |
| Management And General | $10,764 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,525 | TotalAmt |
| Management And General | $14,525 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,881 | TotalAmt |
| Management And General | $8,881 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,756 | TotalAmt |
| Program Services | $27,043 | ProgramServicesAmt |
| Management And General | $69,713 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,142 | TotalAmt |
| Program Services | $155,142 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,007 | TotalAmt |
| Program Services | $82,347 | ProgramServicesAmt |
| Management And General | $33,660 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,674 | TotalAmt |
| Program Services | $65,873 | ProgramServicesAmt |
| Management And General | $8,801 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,502 | TotalAmt |
| Program Services | $818,502 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,540 | TotalAmt |
| Program Services | $125,997 | ProgramServicesAmt |
| Management And General | $543 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EDUCATIONAL & INSTRUCTI | $688,669 | $688,669 |
| FOOD SERVICE | $568,133 | $568,133 |
| UTILITIES | $488,514 | $488,514 |
| SUMMER PROGRAM | $291,120 | $291,120 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,468 | TotalAmt |
| Program Services | $503,468 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,937,730 | TotalAmt |
| Program Services | $7,328,726 | ProgramServicesAmt |
| Management And General | $1,463,043 | ManagementAndGeneralAmt |
| Fundraising | $145,961 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,749,216 | BOYAmt |
| EOY | $6,411,772 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,697 | BOYAmt |
| EOY | $2,195,222 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,485 | BOYAmt |
| EOY | $62,162 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,011 | BOYAmt |
| EOY | $44,197 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,051 | BOYAmt |
| EOY | $340,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,264,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,227,610 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,062,973 | BOYAmt |
| EOY | $15,037,385 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,355,245 | BOYAmt |
| EOY | $15,730,859 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,000 | BOYAmt |
| EOY | $92,330 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,379,678 | BOYAmt |
| EOY | $39,914,653 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,483 | BOYAmt |
| EOY | $899,824 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,587,442 | BOYAmt |
| EOY | $1,634,511 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,274,925 | BOYAmt |
| EOY | $2,534,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,257,241 | BOYAmt |
| EOY | $22,046,463 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,174,334 | BOYAmt |
| EOY | $12,080,048 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,673,178 | BOYAmt |
| EOY | $3,253,807 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,104,753 | BOYAmt |
| EOY | $37,380,318 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,379,678 | BOYAmt |
| EOY | $39,914,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,896,539 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $379,025 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $51,200 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,629,604 | BeginningYearBalanceAmt |
| End Year Balance | $2,709,515 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,528,190 | BeginningYearBalanceAmt |
| End Year Balance | $2,629,604 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,230,756 | BeginningYearBalanceAmt |
| End Year Balance | $2,528,190 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $199,505 | BeginningYearBalanceAmt |
| End Year Balance | $2,230,756 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $199,505 | BeginningYearBalanceAmt |
| End Year Balance | $199,505 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $1,213,171 | OtherCostOrOtherBasisAmt |
| Book Value | $1,213,171 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,572,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,152,744 | DepreciationAmt |
| Book Value | $12,419,698 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,479,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,074,866 | DepreciationAmt |
| Book Value | $1,404,516 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,037,385 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| M&T TRUST ACCOUNT | $575,785 | F |
| TIFF LONG TERM FUND | $15,155,074 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,730,859 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCE TUITION | $1,029,432 |
| ADVANCE SUMMER PROGRAM FEES | $605,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,634,511 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,349,899 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $379,025 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $136,604 | OtherRevenueAmt |
| Revenue Not Reported | $515,629 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,834,270 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,834,270 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,074,335 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $136,604 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $136,604 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,937,731 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,937,731 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE SCHOOL HOLDS ARTIFACTS WHICH ARE RESTRICTED FOR USE IN THE SCHOOL LIBRARY AND MUST BE HELD BY THE SCHOOL FOREVER. THE SCHOOL ALSO HOLDS A SCULPTURE DONATED BY AN ALUMNI WHICH IS KEPT IN THE DINING HALL. |
| PART V, LINE 4: | THE ENDOWMENT FUND BALANCE IS PERMANENTLY INVESTED, WITH THE INCOME RESTRICTED FOR SCHOLARSHIPS, TUITION ASSISTANCE AND OTHER SCHOOL PROJECTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS ASSOCIATED WITH BOOK STORE RECLASSED TO OFFSET REVENUE 99,754. FUNDRAISING EXPENSES RECLASSED TO OFFSET REVENUE 36,850. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS ASSOCIATED WITH BOOK STORE RECLASSED TO OFFSET REVENUE 99,754. FUNDRAISING EXPENSES RECLASSED TO OFFSET REVENUE 36,850. |
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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1Amt |
| Gross Receipts Event1 | $144,325 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,155 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $97,170 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $28,743 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | STEPHENSON SCHOL DINNER | NameOfEvent2Amt |
| Gross Receipts Event2 | $9,260 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,885 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,375 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $4,373 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,250 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $6,250 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,734 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $159,835 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $51,040 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $108,795 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,850 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,850 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $71,945 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M BRADLEY ROGERS JR | PersonNm |
| Title | HEADMASTER | TitleTxt |
| Base Compensation Filing Org | $187,442 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $21,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,617 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $210,059 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $48,014 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FEDERAL FORM 990 IS PROVIDED TO THE FINANCE/AUDIT COMMITTEE OF THE SCHOOL'S BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. SUCH REVIEW AND APPROVAL IS SUBMITTED TO THE SCHOOL'S BOARD MINUTES AND DOCUMENTED BY BOARD RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EACH BOARD MEMBER OF THE SCHOOL IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST AND DISCLOSURE FORM, PROVIDING SUFFICIENT INFORMATION ABOUT HIS/HER PERSONAL INTERESTS AND RELATIONSHIPS SO THE ORGANIZATION CAN 1)DETERMINE WHETHER ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST MAY EXIST, AND 2)MONITOR SERVICE ASSIGNMENTS TO AVOID PLACING THE BOARD MEMBER IN A POSITION WHERE THERE MAY BE AN APPEARANCE, POTENTIAL OR ACTUAL, OF A CONFLICT OF INTEREST OR A QUESTION OF OBJECTIVITY. THE COMPLETED CONFLICT OF INTEREST AND DISCLOSURE FORMS ARE RETURNED TO THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE HEADMASTER AFTER RESEARCH AND REVIEW OF INFORMATION INCLUDING COMPARABLE DATA FROM SIMILAR SIZED TAX EXEMPT ORGANIZATIONS IN THE WESTERN NEW YORK AREA AS WELL AS COMPENSATION FOR THE POSITION WITHIN OTHER PRIVATE SCHOOLS OF SIMILAR SIZE, DEMOGRAPHICS AND GEOGRAPHY. REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT IS DOCUMENTED IN THE SCHOOL'S PAYROLL RECORDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION WILL PROVIDE APPLICABLE DOCUMENTS UPON REQUEST AT IT'S OFFICES AT 2491 EMERY ROAD, SOUTH WALES, NY 14139. A NOMINAL FEE IS CHARGED IF COPIES ARE REQUESTED. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE/AUDIT COMMITTEE OF THE SCHOOL'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE SCHOOL'S FINANCIAL STATEMENTS. |
| SCHEDULE G - PART II | ON AN ANNUAL BASIS THE SCHOOL CONDUCTS AN AUCTION EVENT FOR THE PURPOSE OF RAISING FUNDS FOR SCHOLARSHIPS, ENDOWMENT OR OTHER NEEDS OF THE SCHOOL. |
| SCHEDULE M - NON CASH CONTRIBUTIONS | THE SCHOOL RECEIVES DONATED ITEMS FOR ITS AUCTION EVENT. THE SCHOOL APPROPRIATELY ACKNOWLEDGES DONORS IN ACCORDANCE WITH IRS GUIDANCE BUT DOES NOT VALUE SUCH ITEMS DUE TO THEIR UNIQUE NATURE. THEREFORE, SUCH ITEMS ARE NOT REFLECTED ON SCHEDULE M. |
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