THE WILLOW SCHOOL INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLOW SCHOOL INC (EIN 22-3744812)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201521359349300347
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T10:13:20-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 354 EISENHOWER PARKWAY | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | 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 | 223744812 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLOW SCHOOL FKA THE GRETCHEN W | BusinessNameLine1 |
| Business Name Line2 | JOHNSON ELEMENTARY SCHOOL INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9084709500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 POTTERSVILLE ROAD | AddressLine1 |
| City | GLADSTONE | City |
| State | NJ | State |
| ZIP Code | 07934 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY SWENSON | PersonNm |
| Person Title | INTERIM HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 9084709500 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW E BARBIERI | PreparerPersonNm |
| PTIN | P01549903 | PTIN |
| Phone | 9739949400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY SWENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 POTTERSVILLE ROAD | AddressLine1 |
| City | GLADSTONE | City |
| State | NJ | State |
| ZIP Code | 07934 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,096,516 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILLOWSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE A SCHOOL FOR THE EDUCATION, TRAINING AND SOCIALIZATION OF CHILDREN IN THE GRADES OF PRE-KINDERGARDEN THROUGH EIGHTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,385,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $672,499 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,854,792 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,900,905 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,702 | PYInvestmentIncomeAmt |
| CY Investment Income | -$729 | CYInvestmentIncomeAmt |
| PY Other Revenue | $184,569 | PYOtherRevenueAmt |
| CY Other Revenue | $74,460 | CYOtherRevenueAmt |
| PY Total Revenue | $5,430,146 | PYTotalRevenueAmt |
| CY Total Revenue | $3,647,135 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $366,975 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $368,770 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,959,879 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,759,177 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $118,604 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,220,351 | PYOtherExpensesAmt |
| CY Other Expenses | $1,267,536 | CYOtherExpensesAmt |
| PY Total Expenses | $4,547,205 | PYTotalExpensesAmt |
| CY Total Expenses | $4,395,483 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $882,941 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$748,348 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,276,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,871,494 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,094,647 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,976,352 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,182,110 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,895,142 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WILLOW SCHOOL, A SMALL, INDEPENDENT CO-EDUCATIONAL DAY SCHOOL FOR STUDENTS IN PRE-KINDERGARTEN THROUGH EIGHTH GRADE, IS COMMITTED TO COMBINING ACADEMIC EXCELLENCE AND THE JOY OF LEARNING AND TO EXPERIENCING THE WONDER OF THE NATURAL WORLD. MASTERY OF THE ENGLISH LANGUAGE IS AN ESSENTIAL ELEMENT IN AN INTEGRATED CURRICULUM THAT HELPS STUDENTS COMPREHEND THE PATTERNS OF HOW THINGS ARE CONNECTED AND PREPARES THEM FOR ALL AREAS OF THEIR SECONDARY EDUCATION. THE SCHOOL IS DEDICATED TO MAINTAINING AN ENVIRONMENT WHERE RESPECT FOR THE INDIVIDUAL, AN OUTSTANDING FACULTY, AND AN UNDERSTANDING OF PLACE FOSTER INDEPENDENT THINKING, CREATIVITY, RESPONSIBILITY, AND INTEGRITY. THE WILLOW SCHOOL EDUCATION ENABLES CHILDREN TO DEVELOP AN ETHICAL APPROACH TO ALL RELATIONSHIPS, TO REALIZE THEIR FULL POTENTIAL, AND TO BELIEVE IN THEIR POWER TO EFFECT POSITIVE CHANGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,536,800 | ExpenseAmt |
| Grant | $368,770 | GrantAmt |
| Revenue | $2,900,905 | RevenueAmt |
| Desc | THE WILLOW SCHOOL OFFERS AN INTEGRATED CURRICULUM WHICH ALLOWS STUDENTS TO LEARN MATERIAL IN GREAT DEPTH AS WELL AS TO SEE THE CONNECTIONS THAT NATURALLY EXIST AMONG SUBJECT AREAS. THE PRIMARY DEVICE FOR INTEGRATION OF THE CURRICULUM IS THE DEVELOPMENT OF COMMUNICATION SKILLS USING THE ENGLISH LANGUAGE. PARALLEL TO THAT USAGE IS THE STUDY OF FRENCH OR SPANISH FROM KINDERGARTEN THROUGH EIGHTH GRADE. WHILE THE DISCIPLINES OF MATHEMATICS AND SCIENCE, AND OF LANGUAGE AND SOCIAL STUDIES, ARE OFTEN CONNECTED AT THE WILLOW SCHOOL, IT IS ALSO IMPORTANT FOR CHILDREN TO LEARN, FOR INSTANCE, HOW SCIENTIFIC AND TECHNOLOGICAL ADVANCES HAVE SHAPED THE WAYS HUMANS RELATE TO EACH OTHER OR HOW THE USE OF MATHEMATICS DETERMINES THE DESIGN OF MUSIC AND ARCHITECTURE. ALL LEARNING IS SPIRAL, AS THE CHILD RETURNS TO SKILLS AND SUBJECT MATTER ONCE PRESENTED BUT NOW MORE COMPLEX AND CHALLENGING.THE SCHOOL EDUCATES 132 STUDENTS AND PROVIDES TUITION GRANTS FOR 29 STUDENTS. | Desc |
| Total Program Service Expenses | $3,536,800 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 56 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDA FRIEDMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9084709500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 POTTERSVILLE ROAD | AddressLine1 |
| City | GLADSTONE | City |
| State | NJ | State |
| ZIP Code | 07934 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID DONOVAN | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENDAN BINDER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEAN SCOTT | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN VELLA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RSCOTT THOMPSON FORMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY SBLENDORIO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL MCCARTHY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY AMMEEN FORMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PEARL BIEDRON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM FISCHER III | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW RUBENSTEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY TRAUDT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| M'LOU ARNETT FORMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE RICE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CRIMI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRIEDA FRIEDMAN | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $108,734 | $0 | $11,017 | |
| AMY SWENSON | ||||||
| INTERIM HEAD OF SCHOOL | 40.00 | Yes (X) | $119,878 | $0 | $15,459 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $228,612 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,476 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 |
|---|---|---|---|---|---|
| PRECISION BUILDERS & DEVELOPERS LLC | |||||
| 6 BUSH FARM LANE | FRENCHTOWN | NJ | 08825 | CARPENTER CONTRACTORS | $437,168 |
| SUPREME HEATING & AC INC | |||||
| 257 WAGNER ST | MIDDLESEX | NJ | 08846 | HEATING CONTRACTOR | $361,358 |
| STROBER ROOFING METAL WORKS | |||||
| 47 FAIRVIEW RD | FRENCHTOWN | NJ | 08825 | ROOFING & METAL WORKING | $353,450 |
| SOLID WOOD CONSTRUCTION | |||||
| PO BOX 327 | OLDWICK | NJ | 08858 | SOLID WOOD CONSTRUCTION | $228,882 |
| THE STANDARD GROUP | |||||
| PO BOX 1410 | TINTON FALLS | NJ | 07724 | DOORS & WINDOWS | $220,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $123,394 | FundraisingAmt |
| All Other Contributions | $549,105 | AllOtherContributionsAmt |
| Noncash Contributions | $27,962 | NoncashContributionsAmt |
| Total Contributions | $672,499 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOOL PROG. TUITION | 611600 | $2,860,568 | $2,860,568 |
| AFTER SCHOOL CARE | 611600 | $36,542 | $36,542 |
| SUMMER CAMP | 611600 | $3,795 | $3,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,900,905 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,830 | TotalRevenueColumnAmt |
| Exclusion | $1,830 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,884 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,884 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,884 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $346,021 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $348,580 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,559 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,559 | TotalRevenueColumnAmt |
| Exclusion | -$2,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $119,590 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $123,394 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $97,201 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,389 | TotalRevenueColumnAmt |
| Exclusion | $22,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $14,350 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $3,600 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,750 | TotalRevenueColumnAmt |
| Exclusion | $10,750 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $17,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,437 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,437 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,647,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,942,226 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,410 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,770 | TotalAmt |
| Program Services | $368,770 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,088 | TotalAmt |
| Program Services | $204,070 | ProgramServicesAmt |
| Management And General | $51,018 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,969,861 | TotalAmt |
| Program Services | $1,542,937 | ProgramServicesAmt |
| Management And General | $350,842 | ManagementAndGeneralAmt |
| Fundraising | $76,082 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,504 | TotalAmt |
| Program Services | $87,290 | ProgramServicesAmt |
| Management And General | $12,792 | ManagementAndGeneralAmt |
| Fundraising | $2,422 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,359 | TotalAmt |
| Program Services | $163,570 | ProgramServicesAmt |
| Management And General | $40,182 | ManagementAndGeneralAmt |
| Fundraising | $7,607 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,365 | TotalAmt |
| Program Services | $175,545 | ProgramServicesAmt |
| Management And General | $37,685 | ManagementAndGeneralAmt |
| Fundraising | $7,135 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,200 | TotalAmt |
| Management And General | $10,200 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,601 | TotalAmt |
| Program Services | $16,601 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,919 | TotalAmt |
| Program Services | $6,492 | ProgramServicesAmt |
| Management And General | $58,427 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,527 | TotalAmt |
| Program Services | $12,566 | ProgramServicesAmt |
| Management And General | $15,961 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,310 | TotalAmt |
| Program Services | $59,764 | ProgramServicesAmt |
| Management And General | $9,140 | ManagementAndGeneralAmt |
| Fundraising | $1,406 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,534 | TotalAmt |
| Program Services | $20,854 | ProgramServicesAmt |
| Management And General | $3,189 | ManagementAndGeneralAmt |
| Fundraising | $491 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,701 | TotalAmt |
| Program Services | $410,296 | ProgramServicesAmt |
| Management And General | $62,751 | ManagementAndGeneralAmt |
| Fundraising | $9,654 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,614 | TotalAmt |
| Program Services | $65,972 | ProgramServicesAmt |
| Management And General | $10,090 | ManagementAndGeneralAmt |
| Fundraising | $1,552 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $153,881 | $130,799 | $20,005 | $3,077 |
| LUNCH PROGRAM | $125,977 | $125,977 | ||
| STUDENT ACTIVITIES | $44,623 | $44,623 | ||
| GENERAL INSTRUCTION SUP | $37,590 | $37,590 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,059 | TotalAmt |
| Program Services | $63,084 | ProgramServicesAmt |
| Management And General | $42,797 | ManagementAndGeneralAmt |
| Fundraising | $9,178 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,395,483 | TotalAmt |
| Program Services | $3,536,800 | ProgramServicesAmt |
| Management And General | $740,079 | ManagementAndGeneralAmt |
| Fundraising | $118,604 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,286 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,340,215 | BOYAmt |
| EOY | $186,774 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,646,488 | BOYAmt |
| EOY | $1,398,959 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,915 | BOYAmt |
| EOY | $66,073 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,003 | BOYAmt |
| EOY | $19,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,062,634 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,399,273 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,627,001 | BOYAmt |
| EOY | $21,663,361 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,026 | BOYAmt |
| EOY | $429,870 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,823 | BOYAmt |
| EOY | $106,528 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,276,757 | BOYAmt |
| EOY | $23,871,494 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,958 | BOYAmt |
| EOY | $566,783 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $939,000 | BOYAmt |
| EOY | $939,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,061,766 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,689 | BOYAmt |
| EOY | $408,803 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,094,647 | BOYAmt |
| EOY | $2,976,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,196,730 | BOYAmt |
| EOY | $18,857,797 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,418,670 | BOYAmt |
| EOY | $1,470,635 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,710 | BOYAmt |
| EOY | $566,710 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,182,110 | BOYAmt |
| EOY | $20,895,142 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,276,757 | BOYAmt |
| EOY | $23,871,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$748,348 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $72,845 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $19,764 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $368,770 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $368,130 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $72,858 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $440,988 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $302,957 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $65,173 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $368,130 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $330,733 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$27,776 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $302,957 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,402 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,331 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $330,733 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,921 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,481 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $259,402 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $2,837,219 | OtherCostOrOtherBasisAmt |
| Book Value | $2,837,219 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,139,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,273,757 | DepreciationAmt |
| Book Value | $12,865,811 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,516 | DepreciationAmt |
| Book Value | $38,813 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,921,518 | OtherCostOrOtherBasisAmt |
| Book Value | $5,921,518 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,663,361 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TUITION | Desc |
| Amt | $408,803 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $408,803 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,739,745 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $72,845 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $19,764 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $92,609 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,647,136 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,647,136 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,026,713 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,026,713 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $368,770 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $368,770 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,395,483 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. OTHER SIGNIFICANT TAX POSITIONS INCLUDE ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO ACTIVITIES SUBJECT TO UBIT IN THE YEARS ENDED JUNE 30, 2014 OR 2013. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE SCHOOL IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), WHICH IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF THE TAX RETURN. THE FORMS 990 FOR 2011 THROUGH 2013 ARE OPEN TO EXAMINATION BY THE IRS AS OF JUNE 30, 2014. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 368,770. |
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 | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE WILLOW SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE BASED ON RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. |
| SCHEDULE E, PART I, LINE 6 | STATE OF NEW JERSEY DEPARTMENT OF EDUCATION LENDS A SPECIFIC DOLLAR VALUE ANNUALLY TOWARDS TEXTBOOKS WHICH THE WILLOW STUDENTS BORROW FROM THE PUBLIC SCHOOL DISTRICT. THE WILLOW SCHOOL IS ALSO ENTITLED TO RECEIVE FUNDS FOR NURSING ANNUALLY AT AMOUNTS SPECIFIED ANNUALLY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GREEN GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $242,984 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $123,394 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $119,590 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $25,166 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,101 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $39,434 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $242,984 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $123,394 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $119,590 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,166 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $31,101 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,434 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $97,201 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $22,389 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $14,350 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $3,050 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $550 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $14,350 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $3,050 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $550 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $3,600 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $10,750 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NJ | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | JUDI MEIGHAN | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 LAKE ROAD | AddressLine1 |
| City | FAR HILLS | City |
| State | NJ | State |
| ZIP Code | 07931 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | JUDY MEIGHAN | GamingManagerPersonNm |
| Gaming Manager Services Prov | PREPARED REPORTS AND MONITORED GAMING ACTIVITY AT THE EVENT. | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 29 | RecipientCnt |
| Cash Grant | $368,770 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CRITERIA FOR AWARDING FINANCIAL AID THE WILLOW SCHOOL ABIDES BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS' PRINCIPLES OF GOOD PRACTICE FOR FINANCIAL AID ADMINISTRATION. IN ACCORDANCE WITH THESE PRACTICES, THE WILLOW SCHOOL AWARDS FINANCIAL AID GRANTS BASED UPON THE FINANCIAL NEED OF A FAMILY. THESE GRANTS ARE SUPPORTED BY THE SCHOOLS' BUDGET AND DEMONSTRATE THE SCHOOLS' COMMITMENT TO ENROLL A SOCIO-ECONOMICALLY DIVERSE STUDENT POPULATION. THE WILLOW SCHOOL USES TUITION AID DATA SERVICES (TADS) FOR TUITION ASSISTANCE TO DETERMINE A FAMILY'S ELIGIBILITY FOR FINANCIAL AID. COPIES OF A FAMILY'S CURRENT YEAR TAX FORMS ARE DUE ON APRIL 15TH FOR VERIFICATION. TADS REPORTS WILL PROVIDE THE WILLOW SCHOOL FINANCIAL AID COMMITTEE WITH CONFIDENTIAL, SECURE, AND DETAILED INFORMATION TO ENABLE US TO MAKE FAIR AND EQUITABLE DECISIONS ON FINANCIAL AID AWARDS. PARENTS ARE REQUIRED TO COMPLETE A PARENT'S FINANCIAL STATEMENT (PFS) ANNUALLY. IN ORDER TO RECEIVE PRIORITY CONSIDERATION, CURRENT FAMILIES MUST ADHERE TO AND COMPLETE THE ENTIRE FINANCIAL AID PROCEDURE BY THE STATED DEADLINES. FOR PARENTS WHO ARE SEPARATED, DIVORCED, OR HAVE NEVER BEEN MARRIED; THE WILLOW SCHOOL REQUIRES THAT A COMPLETE FINANCIAL AID APPLICATION BE SUBMITTED BY EACH PARENT (IRS 1040, PFS). FAILURE TO SUBMIT ALL FORMS WILL RESULT IN DELAYING THE REVIEW OF A STUDENT'S APPLICATION AND WILL BE CONSIDERED INCOMPLETE. IT IS EXPECTED THAT PARENTS, GUARDIANS, DOMESTIC PARTNERS, AND/OR STEP-PARENTS OF WILLOW SCHOOL STUDENTS, PLAY AN APPROPRIATE ROLE IN FINANCING A STUDENTS EDUCATION. NON-WORKING PARENTS THE WILLOW SCHOOL ASSUMES THAT ALL ADULT FAMILY MEMBERS WILL WORK TO CONTRIBUTE TO THE INVESTMENT OF A WILLOW SCHOOL EDUCATION. FAMILIES WITH PRE-SCHOOL AGED CHILDREN OR UNUSUAL SITUATIONS SHOULD MAKE THE FINANCIAL AID COMMITTEE AWARE OF THEIR CIRCUMSTANCES. IN EVALUATING THE AMOUNT OF AID NEEDED TO MEET TUITION COSTS, THE FINANCIAL AID COMMITTEE CONSIDERS THE FAMILY'S OTHER CHILDREN (AGES AND THE SCHOOLS THEY ATTEND), ADDITIONAL DEPENDENTS, ALL SOURCES OF INCOME, PRIORITY OF SPENDING, DEBTS AND EXPENSES. RENEWAL IS BASED ON CONTINUED FINANCIAL NEED; TAX RETURNS MUST BE SUBMITTED EACH YEAR. ALL FINANCIAL AID AWARDS ARE CONTINGENT UPON PAYMENT IN FULL OF THE PRIOR YEAR'S ACCOUNT. COMPUTATION OF FAMILY CONTRIBUTION IN DETERMINING WHETHER OR NOT A FAMILY IS ELIGIBLE, A NUMBER OF FACTORS ARE CONSIDERED SUCH AS: FAMILY SIZE, PARENT'S AGE, UNUSUAL EXPENSES, AND RETIREMENT PROVISIONS. IT SHOULD BE CLEARLY UNDERSTOOD THAT LIFESTYLE CHOICES THAT RESULT IN INCREASED EXPENSES OR DECREASED INCOME CANNOT BE UNDERWRITTEN BY THE FINANCIAL AID PROGRAM AT THE WILLOW SCHOOL. UPON RECEIVING THE RECOMMENDATION FROM TADS, WE RESERVE THE RIGHT TO ACCEPT THEIR RECOMMENDATION OR AMEND IT USING DOCUMENTATION THAT IS MORE EXTENSIVE DOCUMENTATION. APPEALS APPEALS TO THE FINANCIAL AID COMMITTEE MUST BE MADE PRIOR TO RETURNING THE SIGNED ENROLLMENT CONTRACT. ALL APPEALS MUST BE MADE IN WRITING WITH A FULL EXPLANATION OF ANY UNUSUAL CIRCUMSTANCES AND INFORMATION NOT ADDRESSED DURING THE INITIAL PROCESS. THE APPEAL WILL BE REVIEWED BY THE COMMITTEE AND THE DECISION WILL BE SUBMITTED TO THE FAMILY IN WRITING. IF A FAMILY'S CIRCUMSTANCE CHANGES DRAMATICALLY AFTER ENROLLMENT CONTRACTS ARE SUBMITTED, PLEASE CONTACT THE BUSINESS OFFICE TO DISCUSS. CONFIDENTIALITY ALL FINANCIAL AID RECORDS AT THE WILLOW SCHOOL ARE KEPT STRICTLY CONFIDENTIAL. THESE RECORDS ARE REVIEWED BY THE DIRECTOR OF BUSINESS AND FINANCE, THE DIRECTOR OF ADMISSIONS AND THE HEAD OF SCHOOL TO DETERMINE ELIGIBILITY. ALL FINANCIAL AID AWARDS ARE HIGHLY CONFIDENTIAL BETWEEN THE FAMILY AND THE SCHOOL. THE MEMBERS OF THE FINANCIAL AID COMMITTEE CONSIDER FINANCIAL AID AWARDS CONFIDENTIAL AND FAMILIES ARE NOT TO DISCUSS FINANCIAL AID INFORMATION WITH ANY OTHER PARTY OTHER THAN A MEMBER OF THE FINANCIAL AID COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Purpose | FINANCE CONSTRUCTION | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $939,000 | OriginalPrincipalAmt |
| Balance Due | $939,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $939,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,893 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,069 | 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 | 0 | 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 2 | CAPE BRANCH FOUNDATION AND THE ELM FOUNDATION IS A FAMILY FOUNDATION CONNECTED TO THE FOUNDER OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 RETURN IS REVIEWED BY KATE WALSH - HEAD OF SCHOOL AND MARK BIEDRON - DIRECTOR OF ADVANCEMENT REVIEW. THE 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. AFTER THE REVIEW, THE 990 IS SIGNED BY KATE WALSH, HEAD OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MONITORS CONFLICTS BY REVIEWING ALL VENDORS FOR ANY DIRECT RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT TO ANY OF THE BOARD MEMBERS AND OR ANY OTHER INDIVIDUALS HAVING INFLUENCE OVER THE BOARD. INDIVIDUALS MUST DECLARE ANY POTENTIAL CONFLICT IN WRITING TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/ EXECUTIVE DIRECTOR: 1. WRITTEN EMPLOYMENT CONTRACT 2. COMPENSATION SURVEY OR STUDY |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990, PART VI, SECTION C, LINE 19: THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE KEPT AT THE ORGANIZATION'S LOCATION AND CAN BE VIEWED BY ANY INQUIRING PARTY DURING NORMAL OFFICE HOURS. HARD COPIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC AFTER A REQUEST IS MADE IN WRITING. |
| FORM 990, PART XI, LINE 9: | TUITION ASSISTANCE 368,770. |
| FORM 990, PAGE 12, PART XII,LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR END 6/30/14, THE ORGANIZATION DID NOT CHANGE ITS SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELM FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 327 | AddressLine1 |
| City | OLDWICK | City |
| State | NJ | State |
| ZIP Code | 08858 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562583850 | EIN |
| Primary Activities | PRIVATE NON OPERATING FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Exempt Code Section | 501 (C) (3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLID WOOD CONSTRUCTION LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 327 | AddressLine1 |
| City | OLDWICK | City |
| State | NJ | State |
| ZIP Code | 08858 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223550835 | EIN |
| Primary Activities | REAL ESTATE CONSTRUCTION | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE ELM FOUNDATION | ||
| E | $939,000 | CASH |
| SOLID WOOD CONSTRUCTION | ||
| M | $229,000 | CASH |
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