AGNES IRWIN SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AGNES IRWIN SCHOOL (EIN 23-1352650)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-15
- IRS object ID
- 201540159349301614
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-15T16:11:04-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 | 231352650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AGNES IRWIN SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGNE | BusinessNameControlTxt |
| Phone | 6105258400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 407 | AddressLine1 |
| City | ROSEMONT | City |
| State | PA | State |
| ZIP Code | 19010 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN MCCULLOUGH | PersonNm |
| Person Title | DIR OF FINANCE AND FACILITIES | PersonTitleTxt |
| Phone | 6105258400 | PhoneNum |
| Signature | 2015-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS C GREEN CPA JD | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2129720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN MCCULLOUGH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 407 | AddressLine1 |
| City | ROSEMONT | City |
| State | PA | State |
| ZIP Code | 19010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,935,933 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AGNESIRWIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER THE INTELLECTUAL AND PERSONAL GROWTH OF GIRLS AND YOUNG WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 397 | TotalEmployeeCnt |
| Total Volunteers | 406 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,805,374 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,418,512 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,256,006 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,645,778 | CYProgramServiceRevenueAmt |
| PY Investment Income | $900,733 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,304,283 | CYInvestmentIncomeAmt |
| PY Other Revenue | $286,861 | PYOtherRevenueAmt |
| CY Other Revenue | $231,907 | CYOtherRevenueAmt |
| PY Total Revenue | $31,248,974 | PYTotalRevenueAmt |
| CY Total Revenue | $30,600,480 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,827,357 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,251,400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,633,898 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,328,116 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,148,842 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,275,880 | PYOtherExpensesAmt |
| CY Other Expenses | $7,184,829 | CYOtherExpensesAmt |
| PY Total Expenses | $21,737,135 | PYTotalExpensesAmt |
| CY Total Expenses | $24,764,345 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,511,839 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,836,135 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,243,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,873,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,356,387 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,527,426 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,886,662 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,345,892 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AGNES IRWIN SCHOOL EMPOWERS GIRLS TO LEARN, TO LEAD, AND TO LIVE A LEGACY. AGNES IRWIN PROVIDES GIRLS WITH A DEEP FOUNDATION IN THE HUMANITIES, MATHEMATICS AND SCIENCE, WELLNESS AND ATHLETICS. IN AN INCLUSIVE SETTING THAT VALUES DIVERSITY, STUDENTS DEVELOP SKILLS IN CRITICAL AND ANALYTICAL THINKING, SELF-EXPRESSION, EFFECTIVE COMMUNICATION, AND COLLABORATION. A RICH AND VARIED APPROACH TO INSTRUCTION, TEAM AND INDIVIDUAL ENDEAVORS, INQUIRY, AND ASSESSMENT ENABLES GIRLS TO SOLVE PROBLEMS, DESIGN SOLUTIONS, CREATE MEANING, AND PREPARE FOR A COMPLEX AND CHALLENGING WORLD. WE BELIEVE THAT ALL GIRLS AND YOUNG WOMEN HAVE THE CAPACITY TO LEAD AND THAT LEADERSHIP CAN TAKE MANY FORMS. THEREFORE, THROUGH OUR INSTRUCTION, OUR COMMUNITY INTERACTIONS, AND OUR DAILY CHOICES, WE AFFIRM THIS BELIEF AND PROVIDE AN ENVIRONMENT THAT CHALLENGES GIRLS TO DEVELOP THE CORE VALUES OF LEADERSHIP: EMPATHY, INTEGRITY, RESILIENCE, INDEPENDENT THINKING, AND COMMITMENT TO ACTION. AGNES IRWIN STUDENTS ARE A PART | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,422,991 | ExpenseAmt |
| Grant | $3,251,400 | GrantAmt |
| Revenue | $20,645,778 | RevenueAmt |
| Desc | THE AGNES IRWIN SCHOOL, A NON-DENOMINATIONAL ALL-GIRLS' COLLEGE PREPARATORY SCHOOL FOR GRADES PREK-12, FOSTERS THE INTELLECTUAL AND PERSONAL GROWTH OF GIRLS AND YOUNG WOMEN THROUGH A RIGOROUS LIBERAL ARTS EDUCATION AND DYNAMIC CO-CURRICULAR PROGRAMMING, INCLUDING VISUAL AND PERFORMING ARTS, ATHLETICS, COMMUNITY SERVICE AND LEADERSHIP DEVELOPMENT. OUR CENTER FOR THE ADVANCEMENT OF GIRLS (CAG) SERVES AS A RESEARCH BASE FOR INITIATIVES FOCUSED ON FOUR PILLARS CRITICAL TO GIRLS' SUCCESS: LEADERSHIP, GLOBAL CITIZENSHIP, WELLNESS AND 21ST CENTURY TEACHING AND LEARNING.. OUR 700-PLUS STUDENT BODY REPRESENTS A DIVERSE ARRAY OF COMMUNITIES THROUGHOUT THE PHILADELPHIA REGION. | Desc |
| Total Program Service Expenses | $16,422,991 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 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 | 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 | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 397 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN MCCULLOUGH DIR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6105258400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ITHAN AVENUE CONESTOGA ROAD | AddressLine1 |
| City | ROSEMONT | City |
| State | PA | State |
| ZIP Code | 19010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR MARY SEPPALA | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $419,811 | $0 | $87,178 | ||
| ELINOR H BUCK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER KINKEAD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN B KATZNELSON | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CONNIE ANN PHILLIPS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORBORNE GEE SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON C YOH | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN S BURCH | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANN LAUPHEIMER SONNENFELD | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANITA L MCMULLIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L MCNEIL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEREK N PEW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTIN A SCHINELLA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK P COYNE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNA MCNEIL LEWIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA SHERRERD BARKER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN C CULLEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEANNA LEICHT LOUGHNANE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BONNIE OFFIT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC RICHMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK THORBURN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER THOMPSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MERRITT WEBER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR TALIBA M FOSTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW H KAMENS ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| T DAVID WILLIAMS JR ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MCCULLOUGH | ||||||||
| DIRECTOR OF FINANCE & FACILITIES | 40.00 | $190,376 | $0 | $27,488 | Yes (X) | |||
| LYNNE MYAVEC | ||||||||
| DIRECTOR OF MIDDLE SCHOOL | 40.00 | $122,403 | $0 | $13,953 | Yes (X) | |||
| PATRICIA VOIGT | ||||||||
| DIRECTOR OF CAPITAL CAMPAIGN | 40.00 | $129,700 | $0 | $7,337 | Yes (X) | |||
| SALLY KEIDEL | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $182,134 | $0 | $16,170 | Yes (X) | |||
| SHEILA PAULEY | ||||||||
| DIRECTOR OF ATHLETICS | 40.00 | $123,837 | $0 | $13,920 | Yes (X) | |||
| NEIL MALEY | ||||||||
| FACILITIES PROJECT MANAGER | 40.00 | $123,954 | $0 | $13,180 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,292,215 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,226 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| INTECH CONSTRUCTION | |||||
| 3001 MARKET STREET | PHILADELPHIA | PA | 19104 | CONSTRUCTION | $2,530,561 |
| EPLUS TECHNOLOGY INC | |||||
| PO BOX 404398 | ATLANTA | GA | 30384 | TECHNOLOGY SOLUTIONS | $395,750 |
| BOHLIN CYWINSKI JACKSON | |||||
| 8 WEST MARKET STREET | WILKESBARRE | PA | 18701 | ARCHITECTURE | $256,794 |
| STARLITE PRODUCTIONS | |||||
| 9 WHITTENDALE DR | MOORESTOWN | NJ | 08057 | AUDIO/VIDEO/LIGHTING | $239,140 |
| WILLIAMS HOSPITALITY SERVICE INC | |||||
| 97 GREAT VALLEY PARKWAY | MALVERN | PA | 19355 | CATERING/CAFE | $224,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $67,275 | FundraisingAmt |
| Government Grants | $94,801 | GovernmentGrantsAmt |
| All Other Contributions | $7,256,436 | AllOtherContributionsAmt |
| Noncash Contributions | $1,668,219 | NoncashContributionsAmt |
| Total Contributions | $7,418,512 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $20,322,706 | $20,322,706 |
| SUMMER & AFTER SCHOOL SESSION | 611710 | $323,072 | $323,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,645,778 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $905,605 | TotalRevenueColumnAmt |
| Exclusion | $905,605 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,155 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,527 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,628 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,628 | TotalRevenueColumnAmt |
| Exclusion | $6,628 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,432,518 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,033,840 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,398,678 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,398,678 | TotalRevenueColumnAmt |
| Exclusion | $1,398,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $216,090 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,275 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $133,333 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,757 | TotalRevenueColumnAmt |
| Exclusion | $82,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $176,523 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $139,753 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,770 | TotalRevenueColumnAmt |
| Exclusion | $36,770 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INT'L STUDENT FEES | 611710 | $34,000 | $34,000 |
| YEARBOOK AD SALES | 611710 | $12,430 | $12,430 |
| VENDING MACHINE SALES | 611710 | $6,781 | $6,781 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,541 | TotalRevenueColumnAmt |
| Exclusion | $52,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $105,752 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,600,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,645,778 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,536,490 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,251,400 | TotalAmt |
| Program Services | $3,251,400 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,562 | TotalAmt |
| Management And General | $720,562 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,835,593 | TotalAmt |
| Program Services | $7,090,828 | ProgramServicesAmt |
| Management And General | $2,627,584 | ManagementAndGeneralAmt |
| Fundraising | $1,117,181 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,003 | TotalAmt |
| Program Services | $369,876 | ProgramServicesAmt |
| Management And General | $117,996 | ManagementAndGeneralAmt |
| Fundraising | $51,131 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,419,516 | TotalAmt |
| Program Services | $877,366 | ProgramServicesAmt |
| Management And General | $478,340 | ManagementAndGeneralAmt |
| Fundraising | $63,810 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,442 | TotalAmt |
| Program Services | $505,385 | ProgramServicesAmt |
| Management And General | $230,016 | ManagementAndGeneralAmt |
| Fundraising | $78,041 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,090 | TotalAmt |
| Management And General | $19,090 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,541 | TotalAmt |
| Management And General | $42,541 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,170 | TotalAmt |
| Program Services | $183,596 | ProgramServicesAmt |
| Management And General | $76,517 | ManagementAndGeneralAmt |
| Fundraising | $64,057 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,934 | TotalAmt |
| Program Services | $377,098 | ProgramServicesAmt |
| Management And General | $179,591 | ManagementAndGeneralAmt |
| Fundraising | $153,245 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,453 | TotalAmt |
| Program Services | $80,318 | ProgramServicesAmt |
| Management And General | $265,599 | ManagementAndGeneralAmt |
| Fundraising | $18,536 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,116 | TotalAmt |
| Program Services | $792,390 | ProgramServicesAmt |
| Management And General | $315,408 | ManagementAndGeneralAmt |
| Fundraising | $45,318 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,354 | TotalAmt |
| Program Services | $203,113 | ProgramServicesAmt |
| Fundraising | $123,241 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,367 | TotalAmt |
| Management And General | $285,367 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,118,754 | TotalAmt |
| Program Services | $1,724,502 | ProgramServicesAmt |
| Management And General | $299,224 | ManagementAndGeneralAmt |
| Fundraising | $95,028 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,277 | TotalAmt |
| Program Services | $112,870 | ProgramServicesAmt |
| Management And General | $29,187 | ManagementAndGeneralAmt |
| Fundraising | $6,220 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| AUXILLIARY PROGRAMS | $422,824 | $422,824 | ||
| DUES & SUBSCRIPTIONS | $253,042 | $253,042 | ||
| RECRUITING FEES | $156,618 | $156,618 | ||
| EVENT/MEETING CATERING | $139,858 | $139,858 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,431 | TotalAmt |
| Program Services | $431,425 | ProgramServicesAmt |
| Management And General | $209,014 | ManagementAndGeneralAmt |
| Fundraising | $79,992 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,764,345 | TotalAmt |
| Program Services | $16,422,991 | ProgramServicesAmt |
| Management And General | $6,192,512 | ManagementAndGeneralAmt |
| Fundraising | $2,148,842 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707 | BOYAmt |
| EOY | $334 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,267,542 | BOYAmt |
| EOY | $5,742,431 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,456,833 | BOYAmt |
| EOY | $8,994,895 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,272 | BOYAmt |
| EOY | $66,702 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,499 | BOYAmt |
| EOY | $83,593 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,362 | BOYAmt |
| EOY | $277,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,124,299 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,789,495 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,681,371 | BOYAmt |
| EOY | $60,334,804 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661,641 | BOYAmt |
| EOY | $844,053 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,179,119 | BOYAmt |
| EOY | $21,704,154 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,530,703 | BOYAmt |
| EOY | $3,824,426 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,243,049 | BOYAmt |
| EOY | $101,873,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,527,456 | BOYAmt |
| EOY | $2,072,727 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,878,723 | BOYAmt |
| EOY | $2,180,601 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,840,000 | BOYAmt |
| EOY | $8,585,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,430,650 | BOYAmt |
| EOY | $17,871,162 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,679,558 | BOYAmt |
| EOY | $1,817,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,356,387 | BOYAmt |
| EOY | $32,527,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,604,737 | BOYAmt |
| EOY | $52,348,172 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,013,482 | BOYAmt |
| EOY | $4,114,523 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,268,443 | BOYAmt |
| EOY | $12,883,197 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,886,662 | BOYAmt |
| EOY | $69,345,892 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,243,049 | BOYAmt |
| EOY | $101,873,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,836,135 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $391,042 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $232,053 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,756,071 | BeginningYearBalanceAmt |
| Contributions | $93,811 | ContributionsAmt |
| Investment Earnings Or Losses | $2,627,321 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,033,840 | OtherExpendituresAmt |
| End Year Balance | $22,443,363 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,414,212 | BeginningYearBalanceAmt |
| Contributions | $136,462 | ContributionsAmt |
| Investment Earnings Or Losses | $2,248,676 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,043,279 | OtherExpendituresAmt |
| End Year Balance | $20,756,071 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,163,394 | BeginningYearBalanceAmt |
| Contributions | $3,105,387 | ContributionsAmt |
| Investment Earnings Or Losses | -$943,229 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $911,340 | OtherExpendituresAmt |
| End Year Balance | $22,414,212 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,233,695 | BeginningYearBalanceAmt |
| Contributions | $58,911 | ContributionsAmt |
| Investment Earnings Or Losses | $3,841,488 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $970,700 | OtherExpendituresAmt |
| End Year Balance | $21,163,394 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,236,623 | BeginningYearBalanceAmt |
| Contributions | $1,046,916 | ContributionsAmt |
| Investment Earnings Or Losses | $1,967,206 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,017,050 | OtherExpendituresAmt |
| End Year Balance | $18,233,695 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08080 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,496,626 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,738,359 | DepreciationAmt |
| Book Value | $57,758,267 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,219,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $186,209 | DepreciationAmt |
| Book Value | $1,033,573 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,353,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,864,927 | DepreciationAmt |
| Book Value | $1,488,894 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,070 | OtherCostOrOtherBasisAmt |
| Book Value | $54,070 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,334,804 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF INVESTMENTS | Desc |
| Book Value | $21,704,154 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,704,154 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED POST RETIREMENT COST | Desc |
| Amt | $1,817,936 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,817,936 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,283,342 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $391,042 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,869,347 | OtherRevenueAmt |
| Revenue Not Reported | -$2,478,305 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,761,647 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$161,167 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$161,167 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,600,480 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,824,224 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $318,280 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $318,280 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,505,944 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,258,401 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,258,401 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,764,345 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PROVIDE INCOME IN SUPPORT OF FACULTY SALARIES, SABBATICALS, PROFESSIONAL DEVELOPMENT AND RETIREMENT, ACADEMIC CHAIRPERSONS, FINANCIAL AID, COMMUNITY SERVICE, CURRICULUM ENRICHMENT, VISITING LECTURERS AND LIBRARY SERVICES. |
| PART X, LINE 2: | THE SCHOOL ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE SCHOOL'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2013, 2012, AND 2011 REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE SCHOOL'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST ARRANGEMENTS 271,360. FINANCIAL AID (TUITION AND FEES) -3,251,400. CHANGE IN BENEFICIAL INTERESTS 110,693. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PARENTS' COUNCIL INCREASE IN NET ASSETS LESS ADMIN EXPENSES -14,801. ALUMNAE ASSOCIATION INCREASE IN NET ASSETS LESS ADMIN EXPENSES 21,914. COST OF GOODS SOLD -139,753. RENTAL EXPENSES -28,527. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 139,753. BAD DEBTS FROM UNCOLLECTIBLE PLEDGES 150,000. RENTAL EXPENSES 28,527. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID (TUITION AND FEES) 3,251,400. PARENTS' COUNCIL ADMIN EXPENSES 7,001. |
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 | WEBSITE, NEWSPAPERS |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES STATE ASSISTANCE FOR BOOKS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTERFEST | NameOfEvent1Amt |
| Gross Receipts Event1 | $196,618 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,275 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $151,343 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $455 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $41,566 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $31,216 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF OUTING | NameOfEvent2Amt |
| Gross Receipts Event2 | $27,875 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,875 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $26,741 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $4,360 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $58,872 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $58,872 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $28,995 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $283,365 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,275 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $216,090 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $455 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,741 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $41,566 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $64,571 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $133,333 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $82,757 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 171 | RecipientCnt |
| Cash Grant | $3,251,400 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL IS COMMITTED TO HAVING A SOCIO-ECONOMICALLY, ETHNICALLY, RACIALLY AND RELIGIOUSLY DIVERSE STUDENT BODY. THE SCHOOL IS ALSO COMMITTED TO MAKING ITS EDUCATIONAL OPPORTUNITIES AVAILABLE TO BRIGHT, MOTIVATED AND TALENTED GIRLS REGARDLESS OF THEIR FAMILY'S ABILITY TO PAY. FINANCIAL AID DECISIONS ARE MADE ON THE BASIS OF DEMONSTRATED NEED AND THE AVAILABILITY OF FUNDS. EXPECTATIONS FOR FAMILIES: THE PRIME RESPONSIBILIY FOR FINANCING A STUDENT'S EDUCATION RESTS WITH HER FAMILY. BEFORE APPLYING FOR FINANCIAL AID, FAMILIES SHOULD ADJUST SPENDING PRIORITIES, REEVALUATING EXPENSES RELATED TO ENTERTAINMENT, VACATIONS, SPORTS AND CLUB MEMBERSHIPS AND OTHER NON-ESSENTIAL EXPENDITURES. BOTH PARENTS (INCLUDING CUSTODIAL AND NON-CUSTODIAL) MUST SUBMIT A PARENTS' FINANCIAL STATEMENT (PFS) FORM TO THE SCHOOL AND STUDENT SERVICES FOR FINANCIAL AID (SSS) BY JANUARY 15TH. EARNINGS AND ASSETS OF STEPPARENTS MUST ALSO BE INCLUDED. BOTH PARENTS ARE ALSO REQUIRED TO SUBMIT TO THE DIRECTOR OF FINANCIAL AID THE MOST RECENT FORM 1040. FINANCIAL AID IS RECALCULATED EACH YEAR USING CURRENT INFORMATION. A FAMILY IS GUARANTEED THE SAME PERCENT AWARD AS ORIGINALLY OFFERED ASSUMING THEIR FINANCIAL PROFILE REMAINS THE SAME. EXPECTATIONS FOR THE FINANCIAL AID COMMITTEE: SHOULD A CURRENTLY ENROLLED FAMILY EXPERIENCE A CHANGE IN THEIR ECONOMIC CONDITION, THE COMMITTEE WILL EVALUATE THEIR CIRCUMSTANCES (USING THE PFS AND TAX RETURNS) AND OFFER ASSISTANCE FOR ONE YEAR. A LONG TERM COMMITMENT WILL BE CONSIDERED BUT NOT GUARANTEED. ADMINISTRATION WILL KEEP WATCH ON ANY SIGNIFICANT GROWTH IN SUCH SITUATIONS AND ITS IMPACT ON THE FINANCIAL AID BUDGET. SEE SCHEDULE O FOR CONTINUATION | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MARY SEPPALA | ||||||||||||||
| HEAD OF SCHOOL | $416,811 | $0 | $0 | $0 | $3,000 | $0 | $35,750 | $0 | $51,428 | $0 | $506,989 | $0 | $0 | $0 |
| KEVIN MCCULLOUGH | ||||||||||||||
| DIRECTOR OF FINANCE & FACILITIES | $190,376 | $0 | $0 | $0 | $0 | $0 | $19,115 | $0 | $8,373 | $0 | $217,864 | $0 | $0 | $0 |
| SALLY KEIDEL | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $182,134 | $0 | $0 | $0 | $0 | $0 | $8,000 | $0 | $8,170 | $0 | $198,304 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL IS PROVIDED BENEFITS THAT RELATE TO BUSINESS TRAVEL AND FUNDRAISING ACTIVITIES. THE DISCRETIONARY ACCOUNT REIMBURSES THE HEAD OF SCHOOL FOR BUSINESS EXPENSES INCURRED PERSONALLY. THESE BUSINESS EXPENSES MAY RANGE FROM SUPPORT FOR ATHLETICS TO USING FUNDS TO ASSIST TEACHERS IN THE ATTENDANCE OF CONFERENCES. ALL EXPENSES ARE FULLY DOCUMENTED BY THE SCHOOL. THE HEAD OF SCHOOL IS ALSO REQUIRED TO LIVE IN A HOUSE SITUATED ON CAMPUS. THE VALUE OF THE HOUSING IS CALCULATED TO BE $41,832, WHICH HAS BEEN INCLUDED WITH THE HEAD OF SCHOOL'S OTHER NONTAXABLE BENEFITS. |
| PART I, LINE 4B | THE HEAD OF SCHOOL, DR. MARY SEPPALA, PARTICIPATES IN A 457(F) PLAN. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2013 THE AMOUNT OF $23,000 WAS CONTRIBUTED TO THE PLAN FOLLOWING THE STIPULATIONS IN HER EMPLOYMENT AGREEEMENT. |
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 | DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 231997311 | BondIssuerEIN |
| CUSIP | 246018EE1 | CUSIPNum |
| Bond Issued | 2003-10-01 | BondIssuedDt |
| Issue Price | $11,000,000 | IssuePriceAmt |
| Purpose | SEE SCHEDULE O | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,415,000 | RetiredAmt |
| Total Proceeds | $11,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $186,860 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $10,813,140 | CapitalExpendituresAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| 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 | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | 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
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $94,801 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,573,418 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A THIRD PARTY BROKER TO PROCESS STOCK TRANSACTIONS RELATED TO THE CONTRIBUTION OF STOCK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT MCNEIL AND JOANNA MCNEIL LEWIS HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS INITIALLY REVIEWED BY THE CONTROLLER AND DIRECTOR OF FINANCE. ONCE INITIAL APPROVAL HAS OCCURRED, THE RETURN IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE FULL BOARD OF DIRECTORS THEN RECEIVES THE RETURN FOR REVIEW AND APPROVAL FOR A TWO WEEK PERIOD. ONCE THE TWO WEEK COMMENTS PERIOD HAS ENDED, THE RETURN IS THEN FINALIZED AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES AND EMPLOYEES ARE REQUIRED TO RE-EVALUATE AND DISCLOSE ANY CONFLICT OF INTERESTS ON AN ANNUAL BASIS. THE TRUSTEES' MANUAL INCLUDES A CODE OF ETHICS AND ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE BUSINESS CODE OF ETHICS POLICY ANNUALLY. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ABSTAIN FROM ANY DECISIONS AND OR INVOLVEMENT IN TRANSACTIONS IN WHICH A CONFLICT OF INTEREST MAY BE PRESENT. THE BOARD AS A WHOLE, LED BY THE CHAIRMAN, MONITORS THE POLICY AND ANY POTENTIAL OR REAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES' COMPENSATION COMMITTEE REVIEWS COMPARATIVE STATISTICS IN ORDER TO DETERMINE COMPENSATION FOR THE HEAD OF SCHOOL WITH THE ASSISTANCE OF AN INDEPENDENT CONSULTANT. SALARIES ARE BENCHMARKED WITH OTHER, SIMILAR ORGANIZATIONS TO ENSURE COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL SALARY DISCUSSIONS ARE DOCUMENTED IN BOARD MINUTES. THE HEAD OF SCHOOL REVIEWS AND APPROVES COMPENSATION FOR OTHER KEY EMPLOYEES USING SIMILAR MARKET STUDIES AND SALARY SURVEYS TO ENSURE KEY EMPLOYEES' COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THE HEAD OF SCHOOL REVIEWS AND APPROVES COMPENSATION FOR ALL OTHER EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT-INTEREST AGREEMENTS 271,360. CHANGE IN BENEFICIAL INTERESTS 110,693. BAD DEBTS -150,000. |
| SCHEDULE I, PART I, LINE 2 CONTINUATION: | FINANCIAL AID DOLLARS WILL BE AWARDED WITHIN THE FOLLOWING RANGES: 45%-55% - UPPER SCHOOL 25%-35% - MIDDLE SCHOOL 15%-25% - LOWER SCHOOL THE FINANCIAL AID COMMITTEE WILL GIVE PREFERENCE TO FACULTY CHILDREN ONLY WHEN MAKING AWARDS; CONSIDERATION WILL BE GIVEN TO SIBLINGS AND CHILDREN OF ALUMNAE, WHICH MEANS THAT THE COMMITTEE MAY WEIGH IN FAVOR OF THESE TWO SUBSETS WHEN ALL ELSE IS EQUAL. THE FINANCIAL AID COMMITTEE WILL EXERCISE CAREFUL, DELIBERATE CONSIDERATION WHEN AWARDING FINANCIAL AID, USING THE DIVISIONAL GUIDELINES, AS A TOOL FOR ENROLLMENT MANAGEMENT. FINANCIAL AID IS AVAILABLE TO ALL GRADES; HOWEVER THERE WILL BE A LIMIT OF 50% GRANT IN PRE-K. A STUDENT'S FINANCIAL AID ALLOCATION WILL BE RECONSIDERED AT KINDERGARTEN AND EVALUATED BASED ON FULL TUITION COSTS. |
| SCHEDULE K, PART I, LINE A, COLUMN F: | FINANCING OR REFINANCING OF ALL OR ANY PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, EQUIPPING AND IMPROVEMENT OF CAPITAL PROJECTS INCLUDING THE FINANCING OF THE COSTS OF ISSUANCE OF THE BONDS AND THE ESTABLISHMENT OF RESERVE FUNDS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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