KING SCHOOL INCORPORATED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KING SCHOOL INCORPORATED (EIN 06-1229222)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-12
- IRS object ID
- 201510439349300506
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-12T07:25:25-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | 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 | 061229222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING LOW HEYWOOD THOMAS SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 2033223496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06905 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY LEEKER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2033223496 | PhoneNum |
| Signature | 2015-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH SOLECKI | PreparerPersonNm |
| PTIN | P00235171 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2015-02-11 | PreparationDt |
| 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 | KIMBERLY LEEKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,802,987 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KLHT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | KING LOW HEYWOOD THOMAS SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL SERVING 680 CHILDREN FROM PRE-K TO GRADE 12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 286 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,376,509 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,127,618 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,800,008 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,324,506 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,038,048 | PYInvestmentIncomeAmt |
| CY Investment Income | $589,045 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,508 | PYOtherRevenueAmt |
| CY Other Revenue | $374,277 | CYOtherRevenueAmt |
| PY Total Revenue | $31,221,073 | PYTotalRevenueAmt |
| CY Total Revenue | $29,415,446 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,329,730 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,425,356 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,316,126 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,014,248 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $440,021 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,839,244 | PYOtherExpensesAmt |
| CY Other Expenses | $8,225,803 | CYOtherExpensesAmt |
| PY Total Expenses | $25,485,100 | PYTotalExpensesAmt |
| CY Total Expenses | $26,665,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,735,973 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,750,039 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,511,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,475,926 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,033,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,954,063 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,478,256 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,521,863 | NetAssetsOrFundBalancesEOYAmt |
| Mission | KING IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL SERVING STUDENTS FROM PRE-KINDERGARTEN THROUGH GRADE 12. KING IS A DIVERSE, VIBRANT LEARNING COMMUNITY DEDICATED TO EDUCATIONAL EXCELLENCE AND THE FULLEST ACADEMIC AND PERSONAL ACHIEVEMENT OF OUR STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,453,281 | ExpenseAmt |
| Grant | $2,425,356 | GrantAmt |
| Revenue | $25,324,506 | RevenueAmt |
| Desc | PROVIDED EDUCATION FOR CHILDREN AGES PRE-SCHOOL THROUGH GRADE 12 AND PROVIDED SUMMER CAMP PROGRAMS. APPROXIMATELY 690 STUDENTS ATTENDED THIS SCHOOL FOR THE FISCAL YEAR ENDED JUNE 30, 2014. | Desc |
| Total Program Service Expenses | $22,453,281 | 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 | 0 | 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 | 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 | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 286 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | Yes (1) | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY LEEKER KING LOW HEYWOOD THOMAS SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033223496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06905 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|
| LOUIS PAGLIA | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS J CONHEENEY | |||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY TULLY | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FREDERICK S GOLD | |||||||
| SECOND VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN MIRZA | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA PETRONE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY BEWKES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN BOWSER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HOLTZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG BURNS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD CESARE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM DE CHIARA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA FARBER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH FLEISCHMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN JAFFE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| J DEVERE JONES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD KNORR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICAELA MALIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY SILBERFEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MOIRA SNOVER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD ORENSTEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN QUA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISA SAVITZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY WHEELER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS B MAIN | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $423,726 | $0 | $212,185 | ||
| KIM LEEKER | |||||||
| ASST. HEAD, FINANCE AND OPERATIONS | 40.00 | Yes (X) | $278,307 | $0 | $46,359 | ||
| KAREN RAIDT | |||||||
| HEAD OF LOWER SCHOOL | 40.00 | $128,019 | $0 | $76,825 | Yes (X) | ||
| BENNETT HOKE | |||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMENT | 40.00 | $163,061 | $0 | $19,953 | Yes (X) | ||
| BOBBY WALKER | |||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | $132,355 | $0 | $35,763 | Yes (X) | ||
| MARNIE SADLOWSKY | |||||||
| HEAD OF UPPER SCHOOL | 40.00 | $128,166 | $0 | $32,166 | Yes (X) | ||
| CARRIE SALVATORE | |||||||
| DIRECTOR OF ADMISSION & FINANCIAL AID | 40.00 | $121,951 | $0 | $16,389 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,375,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $439,640 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE WHITING TURNER CONTRACTING COMPANY | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | CONSTRUCTION SERVICES | $4,845,426 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 81049 | WOBURN | MA | 01813 | FACILITIES MAINTENANCE | $1,108,545 |
| FLIK INDEPENDENT SCHOOLS BY CHARTWELL | |||||
| PO BOX 9337 | CHICAGO | IL | 60693 | FOOD SERVICES | $779,734 |
| ROGER FERRIS & PARTNERS LLC | |||||
| 285 RIVERSIDE AVENUE | WESTPORT | CT | 06880 | ARCHITECTURAL SERVICES | $221,793 |
| GROSSO CUSTOM BUILDERS | |||||
| 86 SHERIDAN ST | STRATFORD | CT | 06615 | CONSTRUCTION SERVICES | $214,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,127,618 | AllOtherContributionsAmt |
| Noncash Contributions | $75,960 | NoncashContributionsAmt |
| Total Contributions | $3,127,618 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & PROGRAM FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $25,324,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,324,506 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,324,506 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $690,066 | TotalRevenueColumnAmt |
| Exclusion | $690,066 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,930,497 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,923,530 | SecuritiesAmt |
| Other | $107,988 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,967 | SecuritiesAmt |
| Other | -$107,988 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$101,021 | TotalRevenueColumnAmt |
| Exclusion | -$101,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $728,883 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $356,023 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $372,860 | TotalRevenueColumnAmt |
| Exclusion | $372,860 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GAIN IN CSV OF INS. | 611600 | $1,622 | $1,622 |
| GAIN (LOSS) ON ANNUITY | 611600 | -$205 | -$205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,417 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,415,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,324,506 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $963,322 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425,356 | TotalAmt |
| Program Services | $2,425,356 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,874 | TotalAmt |
| Management And General | $963,874 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,893,775 | TotalAmt |
| Program Services | $9,369,228 | ProgramServicesAmt |
| Management And General | $1,294,204 | ManagementAndGeneralAmt |
| Fundraising | $230,343 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,855 | TotalAmt |
| Program Services | $565,834 | ProgramServicesAmt |
| Management And General | $73,559 | ManagementAndGeneralAmt |
| Fundraising | $12,462 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,749,629 | TotalAmt |
| Program Services | $2,578,769 | ProgramServicesAmt |
| Management And General | $127,909 | ManagementAndGeneralAmt |
| Fundraising | $42,951 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,115 | TotalAmt |
| Program Services | $608,371 | ProgramServicesAmt |
| Management And General | $130,389 | ManagementAndGeneralAmt |
| Fundraising | $16,355 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,537 | TotalAmt |
| Management And General | $27,537 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,576 | TotalAmt |
| Management And General | $59,576 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,776 | TotalAmt |
| Program Services | $153,698 | ProgramServicesAmt |
| Management And General | $17,078 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,416 | TotalAmt |
| Program Services | $1,630,274 | ProgramServicesAmt |
| Management And General | $181,142 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,044 | TotalAmt |
| Program Services | $17,522 | ProgramServicesAmt |
| Management And General | $17,522 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,529 | TotalAmt |
| Program Services | $175,976 | ProgramServicesAmt |
| Management And General | $19,553 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,269,728 | TotalAmt |
| Program Services | $2,042,755 | ProgramServicesAmt |
| Management And General | $226,973 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,016 | TotalAmt |
| Program Services | $285,314 | ProgramServicesAmt |
| Management And General | $31,702 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATIONAL & LIBRARY | $1,176,328 | $1,176,328 | ||
| ATHLETIC SUPPLIES | $424,077 | $424,077 | ||
| PROF. DEVELOPMENT | $293,010 | $189,033 | $103,977 | |
| ADVERTISING & MARKETING | $262,721 | $178,210 | $32,104 | $52,407 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,045 | TotalAmt |
| Program Services | $632,536 | ProgramServicesAmt |
| Management And General | $465,006 | ManagementAndGeneralAmt |
| Fundraising | $85,503 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,665,407 | TotalAmt |
| Program Services | $22,453,281 | ProgramServicesAmt |
| Management And General | $3,772,105 | ManagementAndGeneralAmt |
| Fundraising | $440,021 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,702,396 | BOYAmt |
| EOY | $18,206,758 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,210,782 | BOYAmt |
| EOY | $1,460,765 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,399 | BOYAmt |
| EOY | $146,099 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,364 | BOYAmt |
| EOY | $432,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,657,203 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,824,449 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,763,447 | BOYAmt |
| EOY | $36,832,754 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,992,693 | BOYAmt |
| EOY | $19,064,794 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,856 | BOYAmt |
| EOY | $332,722 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,511,937 | BOYAmt |
| EOY | $76,475,926 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,458,022 | BOYAmt |
| EOY | $2,100,987 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,550,659 | BOYAmt |
| EOY | $11,138,076 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,025,000 | BOYAmt |
| EOY | $8,715,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,033,681 | BOYAmt |
| EOY | $21,954,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,416,015 | BOYAmt |
| EOY | $49,604,075 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,062,241 | BOYAmt |
| EOY | $4,917,788 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,478,256 | BOYAmt |
| EOY | $54,521,863 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,511,937 | BOYAmt |
| EOY | $76,475,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,750,039 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,343,668 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$50,100 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,720,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,029,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,150,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,376,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,127,618 | CurrentTaxYearAmt |
| Total | $19,404,292 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,720,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,029,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,150,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,376,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,127,618 | CurrentTaxYearAmt |
| Total | $19,404,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,246,242 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,158,050 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $199,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $394,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $338,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $324,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $690,066 | CurrentTaxYearAmt |
| Total | $1,947,109 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $307,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $364,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $230,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $372,860 | CurrentTaxYearAmt |
| Total | $1,278,203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,629,604 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $112,497,037 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75820 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $16,551,494 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,663,488 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,349 | AdministrativeExpensesAmt |
| End Year Balance | $18,210,633 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,154,940 | BeginningYearBalanceAmt |
| Contributions | $12,592 | ContributionsAmt |
| Investment Earnings Or Losses | $386,677 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,715 | AdministrativeExpensesAmt |
| End Year Balance | $16,551,494 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,794,829 | BeginningYearBalanceAmt |
| Contributions | $100,796 | ContributionsAmt |
| Investment Earnings Or Losses | $259,410 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $95 | AdministrativeExpensesAmt |
| End Year Balance | $16,154,940 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,497,854 | BeginningYearBalanceAmt |
| Contributions | $10,621 | ContributionsAmt |
| Investment Earnings Or Losses | $1,291,015 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,661 | AdministrativeExpensesAmt |
| End Year Balance | $15,794,829 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,778,003 | BeginningYearBalanceAmt |
| Contributions | $10,155 | ContributionsAmt |
| Investment Earnings Or Losses | $709,857 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $161 | AdministrativeExpensesAmt |
| End Year Balance | $14,497,854 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $220,000 | OtherCostOrOtherBasisAmt |
| Book Value | $220,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,909,152 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,923,320 | DepreciationAmt |
| Book Value | $33,985,832 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,528,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,901,129 | DepreciationAmt |
| Book Value | $2,626,922 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,832,754 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $27,725,614 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,343,668 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,218,747 | OtherRevenueAmt |
| Revenue Not Reported | -$1,875,079 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,600,693 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $170,776 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$356,023 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$185,247 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,415,446 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,682,007 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $356,023 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $356,023 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,325,984 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $170,776 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,168,647 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,339,423 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,665,407 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN ORDER TO GROW THE GENERAL ENDOWMENT, THE SCHOOL DID NOT TAKE A DRAW DURING 2013. THE INTENTION OF THE SCHOLARSHIP ENDOWMENT IS TO PROVIDE NEED-BASED SCHOLARSHIPS TO ELIGIBLE STUDENTS IN A SUSTAINABLE MANNER. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | WRITE OFF OF PLEDGES RECEIVABLE -50,100. SCHOLARSHIPS ($85,000) & GRANTS IN AID ($2,340,356) -2,425,356. TUITION REMISSION -743,291. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE -356,023. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 356,023. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION REMISSION 743,291. SCHOLARSHIPS ($85,000) & GRANTS IN AID ($2,340,356) 2,425,356. |
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 | ONCE A YEAR, IN CONJUNCTION WITH OTHER AREA NAIS SCHOOLS, THE SCHOOL PLACES AN ADVERTISEMENT IN THE NEW YORK TIMES LISTING THE NON-DISCRIMINATORY POLICY. IN ADDITION, THE POLICY IS CLEARLY STATED IN ALL ADMISSION MATERIALS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VARIOUS EVENTS | NameOfEvent1Amt |
| Gross Receipts Event1 | $728,883 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $728,883 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $356,023 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $728,883 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $728,883 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $356,023 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $356,023 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $372,860 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID | 90 | $2,407,051 | FMV | REDUCTION IN TUITION |
| NEED-BASED SCHOLARSHIPS | 4 | $18,305 | FMV | REDUCTION IN TUITION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS VIA REDUCTION IN TUITION. | ExplanationTxt |
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 |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 B MAIN | ||||||||||||||
| HEAD OF SCHOOL | $329,097 | $0 | $81,438 | $0 | $13,191 | $0 | $47,407 | $0 | $164,778 | $0 | $635,911 | $0 | $0 | $0 |
| KIM LEEKER | ||||||||||||||
| ASST. HEAD, FINANCE AND OPERATIONS | $242,533 | $0 | $35,000 | $0 | $774 | $0 | $25,380 | $0 | $20,979 | $0 | $324,666 | $0 | $0 | $0 |
| KAREN RAIDT | ||||||||||||||
| HEAD OF LOWER SCHOOL | $127,921 | $0 | $0 | $0 | $98 | $0 | $11,768 | $0 | $65,057 | $0 | $204,844 | $0 | $0 | $0 |
| BENNETT HOKE | ||||||||||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMEN | $155,501 | $0 | $7,500 | $0 | $60 | $0 | $8,475 | $0 | $11,478 | $0 | $183,014 | $0 | $0 | $0 |
| BOBBY WALKER | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $132,257 | $0 | $0 | $0 | $98 | $0 | $11,070 | $0 | $24,693 | $0 | $168,118 | $0 | $0 | $0 |
| MARNIE SADLOWSKY | ||||||||||||||
| HEAD OF UPPER SCHOOL | $128,063 | $0 | $0 | $0 | $103 | $0 | $11,948 | $0 | $20,218 | $0 | $160,332 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PER CONTRACT |
| PART I, LINE 4B | THE HEAD OF THE SCHOOL PARTICIPATES IN A 457(F) PLAN. |
| PART I, LINE 7 | BONUSES ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. |
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 | CHEFA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| Bond Issued | 2013-04-30 | BondIssuedDt |
| Issue Price | $9,100,000 | IssuePriceAmt |
| Purpose | REFINANCING SERIES A BOND ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $9,100,000 | TotalProceedsAmt |
| Refunding Escrow | $9,000,944 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $99,056 | IssuanceCostsFromProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | 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 | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,960 | 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS DELEGATED FACILITIES MANAGEMENT TO SODEXO, AND HAS DELEGATED FOOD SERVICE MANAGEMENT TO FLIK. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD, OTHER THAN THE EXECUTIVE COMMITTEE IN LIMITED CIRCUMSTANCES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEW THE ENTIRE FORM 990. FORM 990, INCLUDING SCHEDULE B WITH THE NAMES REDACTED, IS THEN DISTRIBUTED, REVIEWED AND APPROVED AT THE BOARD OF TRUSTEES MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL SIGNED CONFLICT OF INTEREST STATEMENTS ARE REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACCORDING TO THE PHILOSOPHY AND PROCESS OUTLINED IN THE COMPENSATION PHILOSOPHY CHARTER. COMPETITIVE SALARY DATA FROM SEVERAL SOURCES, EXPERIENCE AND A PERFORMANCE APPRAISAL ARE UTILIZED IN THE COMPENSATION DETERMINATION AND DOCUMENTATION. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION FOR KEY EMPLOYEES AND SENIOR ADMINISTRATORS UTILIZING THE OVERALL SALARY INCREASE POOL APPROVED BY THE BOARD OF TRUSTEES AS A BASE. IN ADDITION, COMPETITIVE SALARY DATA, EXPERIENCE AND A PERFORMANCE APPRAISAL ARE UTILIZED FOR DETERMINING COMPENSATION AS WELL AS DOCUMENTATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | PLEDGE WRITE-OFF -50,100. |
| FORM 990, PART X11, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED IN THE CURRENT YEAR |
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