2015-04-28T13:45:48-05:00 2014-06-30 McPhillips Roberts & Deans PLC 150 Boush Street Suite 1100 Norfolk VA 23510 990 2013-07-01 540793766 CAPE HENRY COLLEGIATE SCHOOL INC % CAPE HENRY COLLEGIATE SCHOOL CAPE 7574812446 1320 MILL DAM ROAD Suite VIRGINIA BEACH VA 23454 JOHN P LEWIS PRESIDENT 7574812446 2015-04-12 true James E Prince III P00559346 7574812446 2013 2016-04-25 22:37:26Z DR JOHN P LEWIS 1320 MILL DAM ROAD VIRGINIA BEACH VA 23454 17048360 false X www.capehenrycollegiate.org X 1959 VA CAPE HENRY COLLEGIATE SCHOOL PROVIDES COEDUCATIONAL COLLEGE PREPARATORY EDUCATION THAT FOSTERS THE GROWTH OF THE INDIVIDUAL THROUGH CLOSE CONTACT WITH CARING AND DEDICATED FACULTY 21 16 280 340 0 1643195 1035091 14851978 15640642 211787 211579 25314 8497 16732274 16895809 1747099 1615188 0 0 9411907 9558220 0 0 602686 4714921 4643970 15873927 15817378 858347 1078431 32142169 34921341 13053439 12937543 19088730 21983798 X CAPE HENRY COLLEGIATE SCHOOL PROVIDES PREKINDERGARTEN THROUGH GRADE 12 COEDUCATIONAL COLLEGE PREPARATORY EDUCATION THAT FOSTERS THE GROWTH OF THE INDIVIDUAL THROUGH CLOSE CONTACT WITH CARING AND DEDICATED FACULTY. WE BELIEVE THAT THE EDUCATIONAL PROCESS IS A COOPERATIVE ENDEAVOR AMONG A DIVERSE BODY OF STUDENTS, PARENTS AND FACULTY WHO TOGETHER EMBARK ON A CONTINUOUS LEARNING PROCESS. CAPE HENRY COLLEGIATE SCHOOL ENCOURAGES EACH STUDENT TO DEVELOP TALENTS AND INTERESTS AS AN INDEPENDENT-MINDED PERSON WITHIN THE STRUCTURE OF THE SCHOOL COMMUNITY. STUDENTS ARE ENCOURAGED TO ENGAGE IN PURPOSEFUL EDUCATION PREPARING THEM FOR RESPONSIBILITIES AND CHALLENGES OF THE FUTURE. IN DOING SO, MEMBERS OF THE CAPE HENRY STUDENT BODY WILL EXPERIENCE THE DISCIPLINE AND EXCITEMENT OF ACADEMICS, THE PRIDE OF DEVELOPING PERSONAL CHARACTER AND INTEGRITY IN A LEARNING ENVIRONMENT GOVERNED BY AN HONOR CODE, THE CREATIVE OPPORTUNITIES PROVIDED BY THE ARTS AND EXTRA-CURRICULAR ACTIVITIES, THE RIGOR AND PLEASUR false false 12527019 15116682 INSTRUCTIONAL AND GENERAL PROGRAMS FOR STUDENTS PK-12 PROVIDING COLLEGE LEADERSHIP SKILLS AND GLOBAL EDUCATION, INCLUDING WORLD LANGUAGES AND GLOBAL TRAVEL OPPORTUNITIES 916882 ATHLETICS PROGRAM FOR GRADES 6-12 PROVIDING COMPETITIVE OPPORTUNITIES FOR STUDENTS 422250 523960 AUXILIARY CARE PROGRAMMING FOR STUDENTS PK-12, INCLUDING SUMMER CAMPS AND BEFORE & AFTER SCHOOL CARE TO ENRICH THE EDUCATIONAL EXPERIENCE & PROVIDE CARE FOR STUDENTS OF WORKING PARENTS. 13866151 true true false false false false false false false true true true false false true false false true true false true false false false true false false false true true true false false false false false false true true true true true true false false false true true false false false true 19 1 true 280 true false false false false true true true true false false false false X 21 16 false false true false false false false true true false true true true true true true true true true false false X CAPE HENRY COLLEGIATE SCHOOL 7574812446 1320 MILL DAM ROAD VIRGINIA BEACH VA 23454 X DR JOHN P LEWIS PRESIDENT/HEAD OF SCHOOL 40.0 0.0 X X 337424 0 35663 CAROLYN A CASTLEBERRY TRUSTEE 0.8 0.0 X 0 0 0 SCOT CREECH TRUSTEE 0.8 0.0 X 0 0 0 DENNIS ELLMER TRUSTEE 0.1 0.0 X 0 0 0 MICHAEL R GIANASCOLI BOARD CHAIR 3.0 0.0 X 0 0 0 HON PAMELA E HUTCHENS CHAIR EDUCATION COMMITTEE 1.0 0.0 X 0 0 0 KELLY L LAW TRUSTEE 0.5 0.0 X 0 0 0 CRAIG L MYTELKA CHAIR DEVELOPMENT COMMITTEE 1.0 0.0 X 0 0 0 SIBYL SETH SECRETARY 1.0 0.0 X 0 0 0 CHERYL L XYSTROS CHAIR FINANCE COMMITTEE 1.5 0.0 X 0 0 0 JAMES H SPARKS TRUSTEE 1.0 0.0 X 0 0 0 FRANKLIN BRADLEY TRUSTEE 0.1 0.0 X 0 0 0 DAVID C BURTON TRUSTEE 0.1 0.0 X 0 0 0 LEE S PEREGOFF CHAIR FACILITIES COMMITTEE 1.0 0.0 X 0 0 0 JOHN FAGAN TRUSTEE 0.8 0.0 X 0 0 0 RON KRAMER BOARD VICE CHAIR 1.0 0.0 X 0 0 0 THOMAS ATHERTON III TRUSTEE 2.0 0.0 X 0 0 0 COLIN M KELLY ALUMNI ASSOC PRESIDENT 0.5 0.0 X 0 0 0 JAMES P KARIDES TRUSTEE 0.8 0.0 X 0 0 0 W TRENT DUDLEY TRUSTEE 0.8 0.0 X 0 0 0 CHRISTAKIS J PAPHITES TRUSTEE 0.5 0.0 X 0 0 0 KAREN BENNIS BUSINESS MANAGER 40.0 0.0 X 119500 0 10091 JULIE W SCHERRER ASSOCIATE HEAD OF SCHOOL 40.0 0.0 X 137394 0 27278 DAVID CAMERON ASSISTANT HEAD OF SCHOOL 40.0 0.0 X 111170 0 37003 PAUL HORGAN DIRECTOR OF COLLEGE COUNSELING 40.0 0.0 X 88951 0 33002 794439 0 143037 4 false true false SAGE DINING SERVICES 222 BOSLEY AVENUE TOWSON MD 21204 FOOD PROVIDER 759441 SERVICEMASTER PROFESSIONALS PO BOX 62173 VIRGINIA BEACH VA 234662173 JANITORIAL SERVICES 262859 TRANSQUEST 3601 EAST PRINCESS ANNE ROAD BUILD NORFOLK VA 23502 TRANSPORTATION 185750 HELLAS CONTRUCTION INC 12710 RESEARCH BLVD SUITE 240 AUSTIN TX 78759 CONSTRUCTION 1212523 MCKENZIE CONSTRUCTION CORPORATION 1711 MEDITERRANEAN AVENUE VIRGINIA BEACH VA 23451 CONSTRUCTION 843553 5 X 198056 837035 104645 1035091 TUITION & FEES 15229249 15229249 SUPPLY STORE 58876 58876 STUDENT TRANSPORTATION 80800 80800 TEXTBOOKS 81024 81024 DAY CAMP AND SPORTS 190693 190693 15640642 211579 211579 0 0 0 0 0 0 123459 198056 151551 -28092 -28092 5550 1000 4550 4550 0 BREAKFAST & SNACK PROGRAM 17474 17474 ATHLETICS CONCESSIONS 8665 8665 VENDING SALES 3900 3900 2000 2000 32039 16895809 15640642 220076 0 1615188 1615188 0 0 502000 212073 202503 87424 414608 273556 97454 43598 7057884 6379335 345785 332764 362506 326768 15821 19917 630702 535837 73012 21853 590520 538147 27018 25355 0 14591 14591 40620 40620 0 0 0 12748 12748 123415 108831 14584 134129 134129 211017 180129 30888 0 1149409 1109980 31543 7886 12216 12216 0 45233 26295 18938 0 0 959813 959813 118660 94928 17799 5933 STUDENT PROGRAMS 1227047 1227047 ATHLETICS 198157 198157 AUXILIARY SERVICES 55103 55103 MEMBERSHIP DUES 37522 37522 304290 260918 43372 15817378 13866151 1348541 602686 X 629691 318143 2892057 2340296 903538 825237 179687 155325 0 0 0 0 0 0 53568 30834 128144 106643 31240085 12643460 16783313 18596625 0 0 10378913 12363602 0 0 0 0 193258 184636 32142169 34921341 1333604 1362408 0 0 3123988 3396216 8438000 8011794 0 0 0 0 0 0 0 0 157847 167125 13053439 12937543 X 14888611 18446643 3212205 2533548 987914 1003607 19088730 21983798 32142169 34921341 1078431 1816637 X false true X true false X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6974827 3847336 1985951 327715 12480399 6211844 24900 958075 182776 37216 6974827 6194225 26550 42722 51653 6211844 5347048 23085 1022066 128000 69974 6194225 0 5347048 0 0 0 0 5347048 0.76000 0.08000 0.16000 false false 426897 426897 22652813 8336409 14316404 3919327 1140241 2779086 4231142 3166810 1064332 9906 9906 18596625 COMMONFUND MULTI STRATEGY EQUI 9371297 F COMMONFUND MULTI STRATEGY BOND 2992305 F 12363602 0 PARENT CERT & FACIL 23125 HOS HOUSING ALLOWANCE 144000 167125 SCHEDULE D PART V LINE 4 THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 20 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING, BUT NOT LIMITED TO, FINANCIAL AID, FACULTY DEVELOPMENT AND SALARIES, FITNESS AND ATHLETICS, PERFORMING ARTS, ACADEMICS, AND A VARIETY OF OTHER PURPOSES INTENDED TO SUPPORT THE SCHOOL. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 EXPLANATION STATEMENT PUBLISHED AT LEAST ANNUALLY ON THE SCHOOL'S WEBSITE AND IN THE VIRGINIAN PILOT NEWSPAPER Central America and the Caribbean Program Services STUDENT TRIPS 30270 Europe (Including Iceland and Greenland) Program Services STUDENT TRIPS 13828 South America Program Services STUDENT TRIPS 4016 South Asia Program Services STUDENT TRIPS 25572 73686 73686 false false false false false false AUCTION 211487 132722 78765 72245 29646 10229 GOLF 81354 65333 16021 18359 14789 1469 3 28673 28673 1710 3104 321514 198055 123459 92314 44435 14802 151551 -28092 1320 MILL DAM ROAD VIRGINIA BEACH VA 23454 true SCHOLARSHIPS AND TUITION ASSISTANCE 235 1615188 X true true X X X X X false false false false false false false false false DR JOHN P LEWIS PRESIDENT/HEAD OF SCHOOL 273175 0 25000 0 39249 0 15300 0 20363 0 373087 0 0 0 JULIE W SCHERRER ASSOCIATE HEAD OF SCHOOL 132034 0 3250 0 2110 0 7928 0 19350 0 164672 0 0 0 REIMBURSEMENT POLICY THE SCHOOL HAS AN EXPENSE REIMBURSEMENT POLICY IN PLACE FOR ALL EMPLOYEES, INCLUDING OFFICERS. THESE PROCEDURES REQUIRE ADEQUATE SUPPORTING DOCUMENTATION AND APPROVAL. HOUSING ALLOWANCE THE SCHOOL PROVIDED A HOUSING ALLOWANCE IN THE AMOUNT OF $36,000 TO THE HEAD OF SCHOOL, DURING THE YEAR. A ECONOMIC DEVELOPMENT AUTHROITY OF MIDDLESEX COUNTY 2013-06-18 8438000 REVENUE BOND - MIDDLESEX COUNTY false false false A 0 0 8438000 0 0 0 150167 0 0 0 0 0 false false true true A false false false false 0 false false false A false false 0 false 0 A true EMPLOYEES FACULTY MEMBERS 57348 TUITION REMISSION TUITION FOR CHILD EMPLOYEES FACULTY MEMBER 9000 FINANCIAL AID TUITION FOR CHILD BOARD MEMBERS TRUSTEES 20000 FINANCIAL AID TUITION FOR CHILD SCOT CREECH BOARD MEMBER 577048 HEALTH & DISABILITY INSURER false SARAH WILLIAMS DAUGHTER - HEAD OF SCHOOL 87345 SALARY & BENEFITS false SCHEDULE L, PART III Board members are eligible for financial aid under the same criteria as all families. Board members who receive financial aid are listed as "Board" without names attached in the 990 Schedule L and are deemed non- independent members of the governing body for purposes of the 990. But in terms of board votes, they vote on all issues as any other board member. Their names are never disclosed and all information is kept completely confidential X 176 RETAIL VALUE X 27103 RETAIL VALUE X 10 56611 MARKET QUOTE X 6 2048 AUCTION SALE PRICE X 100 15378 FMV false true true PART I, LINE 32A AUCTION ITEMS PAID WITH BANK CARDS ARE PROCESSED THROUGH AUCTION PAY, AN AUCTION SOFTWARE COMPANY. AUCTION ITEMS OF HIGHER VALUE ARE SOLD THROUGH AN AUCTIONEER. FORM 990, PART VIII, LINE 8 DONATED SERVICES INCLUDED ON FORM 990, PART VIII, LINE 1G, IN THE AMOUNT OF $59,941 ARE NOT INCLUDED ON SCHEDULE M, IN ACCORDANCE WITH THE INSTRUCTIONS TO SCHEDULE M. FORM 990, PART VI SECTION B, LINE 11A THE BUSINESS MANAGER AND CHAIR OF THE FINANCE COMMITTEE REVIEW FORM 990 IN DETAIL AND PRESENT IT TO THE FINANCE COMMITTEE FOR APPROVAL PRIOR TO FILING. ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF FORM 990 PRIOR TO FILING WITH A REPORT FROM THE FINANCE COMMITTEE. FORM 990, PART VI SECTION B, LINE 15A AND 15B UPON HIRE OR RENEWAL OF CONTRACT, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND EVALUATES COMPENSATION SURVEYS FROM NATIONAL AND LOCAL BENCHMARKING AFFILIATES, ANNUALLY. COMPARISON OF COMPENSATION PAID TO OTHER EXECUTIVE FACULTY IN SIMILAR POSITIONS AT OTHER PRIVATE INDEPENDENT SCHOOLS IS USED IN DETERMINING THE COMPENSATION AND BENEFITS PAID TO THE SCHOOL'S HEAD OF SCHOOL. THE HEAD OF SCHOOL EVALUATES AND DETERMINES COMPENSATION PAID TO OTHER EMPLOYEES USING BENCHMARKING SURVEYS FROM NATIONAL AND LOCAL BENCHMARKING AFFILIATES. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY ALL MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS. SHOULD A RELATIONSHIP OR TRANSACTION REQUIRE IT, ANY BOARD MEMBER OR KEY EMPLOYEE IS ASKED TO RECUSE THEMSELVES. THE SCHOOL'S MANAGEMENT ENSURES THAT CONTRACTS WITH BOARD MEMBERS OR OFFICERS ARE RECEIVED AT OR BELOW FAIR MARKET VALUE. STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 5 UNREALIZED GAIN ON INVESTMENTS PART VI SECTION A GOVERNING BODY AND MANAGEMENT LINE 4 ARTICLE III SECTION 8 AS REVISED REQUIRES EACH ELECTED TRUSTEE, AS A CONDITION OF MEMBERSHIP, TO SERVE ON THE DEVELOPMENT AND FINANCE COMMITTEES DURING THEIR FIRST YEAR OF SERVICE AS A TRUSTEE AND ON AT LEAST ONE STANDING COMMITTEE OF THE BOARD FOLLOWING THE FIRST YEAR OF OF SERVICE AS A TRUSTEE. ARTICLE III SECTION 8 PRIOR TO REVISION REQUIRED EACH ELECTED TRUSTEE TO SERVE ON AT LEAST ONE STANDING COMMITTEE OF THE BOARD. ARTICLE XI AS REVISED PROVIDES THAT THE PRESIDENT OF THE PARENTS' ASSOCIATION MAY, AT THE DISCRETION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, SERVE AS AN EX-OFFICIO VOTING MEMBER OF THE BOARD OF TRUSTEES. ARTICLE IX PRIOR TO REVISION PROVIDED THAT THE PRESIDENT OF THE PARENTS' ASSOCIATION SHALL SERVE AS AN EX-OFFICIO MEMBER OF THE BOARD OF TRUSTEES. CAPE HENRY STUDENTS' ASSISTANCE FDN 1320 MILL DAM ROAD VIRGINIA BEACH VA 23454 542009431 SCHOLARSHIPS VA 501(c)(3) 7 CHCS false false false true false false false false false false false false true false true true true true true true CAPE HENRY STUDENTS' ASSISTANCE FOUNDATION S 183600 FMV