UNIVERSITY PREPARATORY ACADEMY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY PREPARATORY ACADEMY (EIN 91-0974344)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-04
- IRS object ID
- 201541249349300944
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T15:50:32-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | 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 | 910974344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PREPARATORY ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2068321107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 25TH AVENUE NE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98115 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN LANSVERK | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2068321107 | PhoneNum |
| Signature | 2015-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA ELIZABETH J HYRE | PreparerPersonNm |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2015-04-28 | PreparationDt |
| 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 | MATT LEVINSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 25TH AVENUE NE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,743,472 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIVERSITYPREP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO 528 STUDENTS GRADES 6 THRU 12 FOUNDED 1976. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 215 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $941,171 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,600,534 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,612,493 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,915,514 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,244,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,645,822 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,538 | PYOtherRevenueAmt |
| CY Other Revenue | $7,786 | CYOtherRevenueAmt |
| PY Total Revenue | $16,782,221 | PYTotalRevenueAmt |
| CY Total Revenue | $19,169,656 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,129,831 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,113,044 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,988,476 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,375,375 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $697,585 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,580,496 | PYOtherExpensesAmt |
| CY Other Expenses | $4,567,766 | CYOtherExpensesAmt |
| PY Total Expenses | $15,698,803 | PYTotalExpensesAmt |
| CY Total Expenses | $16,056,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,083,418 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,113,471 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,647,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,875,899 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,172,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,942,588 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,474,867 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,933,311 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNIVERSITY PREPARATORY ACADEMY IS COMMITTED TO DEVELOPING EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,284,179 | ExpenseAmt |
| Grant | $2,113,044 | GrantAmt |
| Revenue | $15,915,514 | RevenueAmt |
| Desc | INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO 528 STUDENTS GRADES 6 THRU 12. ACCREDITED WITH NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS AND THE STATE OF WASHINGTON. COMMITTED TO DEVELOPING EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. | Desc |
| Total Program Service Expenses | $13,284,179 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 215 | 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 | 27 | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN LANSVERK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2068321103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 25TH AVENUE NE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|---|
| ERICA HAMLIN | ||||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | Yes (X) | $301,381 | $0 | $23,791 | ||
| BOB DAVIDSON | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SPOON DICKEY | ||||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BILL CAMPBELL | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RUTH TRESSEL | ||||||||
| SECRETARY/VP | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH CAUSBY-MILES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARU CHANDORKAR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY NAKATSUKASA-ONO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ABHI SHETH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY FROGGATT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $133 | $0 | $0 | |||
| DAVE HANOWER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA KRANWINKLE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAHINA PIYARALI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PERIS JOYNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVE BEITEL | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA LANDY | ||||||||
| RETIRED FACULTY/ CURRENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL KLEMENCIC | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY SHENK | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BILL HESTON | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA WASHINGTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKAL THOMSEN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA WALKER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE MARKS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE WU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA SIMON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE BINGHAM | ||||||||
| CURRENT FACULTY/TRUSTEE | 40.00 | Yes (X) | $72,593 | $0 | $12,497 | |||
| YUVAL NEEMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN LANSVERK | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $185,169 | $0 | $19,124 | |||
| KEN JAFFE | ||||||||
| ASSISTANT HEAD OF SCHOOL | 50.00 | $163,182 | $0 | $17,534 | Yes (X) | |||
| MARIANNE PICHA | ||||||||
| MIDDLE SCHOOL DIRECTOR | 50.00 | $112,029 | $0 | $14,123 | Yes (X) | |||
| PAUL RUDNICK | ||||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | $125,939 | $0 | $15,742 | Yes (X) | |||
| KELLY HERRINGTON | ||||||||
| DIRECTOR OF COLLEGE COUNSELING | 50.00 | $111,979 | $0 | $13,864 | Yes (X) | |||
| RICHARD KASSISSIEH | ||||||||
| ACADEMIC DEAN | 50.00 | $114,160 | $0 | $8,706 | Yes (X) | |||
| MITCH TURNER | ||||||||
| IT MANAGER | 40.00 | $111,826 | $0 | $10,734 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,298,391 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $136,115 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LAKESIDE SCHOOL | |||||
| 14505 1ST AVE NE | SEATTLE | WA | 98125 | TRANSPORTATION | $156,419 |
| SKANSKA USA BUILDING | |||||
| 221 YALE AVENUE SUITE 400 | SEATTLE | WA | 98109 | CONTRACTOR SERVICES | $124,056 |
| ARTERIAN | |||||
| 3600 15TH AVE W SUITE 300 | SEATTLE | WA | 98119 | IT SERVICES | $123,305 |
| MARTY K INC | |||||
| 13606 NE 20TH ST SUITE 300 | BELLEVUE | WA | 98005 | JANITORIAL SERVICES | $100,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $42,117 | FederatedCampaignsAmt |
| Fundraising | $165,385 | FundraisingAmt |
| All Other Contributions | $1,393,032 | AllOtherContributionsAmt |
| Noncash Contributions | $146,056 | NoncashContributionsAmt |
| Total Contributions | $1,600,534 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $15,822,744 | $15,822,744 |
| FORFEITED DEPOSITS | 611110 | $53,910 | $53,910 |
| APPLICATION FEES | 611110 | $38,860 | $38,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,915,514 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,522 | TotalRevenueColumnAmt |
| Exclusion | $217,522 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,163 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,038 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$6,875 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,875 | TotalRevenueColumnAmt |
| Exclusion | -$6,875 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,780,694 | SecuritiesAmt |
| Other | $1,070,902 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $344,544 | SecuritiesAmt |
| Other | $1,078,752 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,436,150 | SecuritiesAmt |
| Other | -$7,850 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,428,300 | TotalRevenueColumnAmt |
| Exclusion | $1,428,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $137,263 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $165,385 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $132,282 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,981 | TotalRevenueColumnAmt |
| Exclusion | $4,981 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $9,900 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,200 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,700 | TotalRevenueColumnAmt |
| Exclusion | $8,700 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $980 | TotalRevenueColumnAmt |
| Exclusion | $980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $980 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,169,656 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,915,514 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,653,608 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,113,044 | TotalAmt |
| Program Services | $2,113,044 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,446 | TotalAmt |
| Program Services | $276,146 | ProgramServicesAmt |
| Management And General | $512,809 | ManagementAndGeneralAmt |
| Fundraising | $52,491 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,903,731 | TotalAmt |
| Program Services | $5,948,199 | ProgramServicesAmt |
| Management And General | $650,135 | ManagementAndGeneralAmt |
| Fundraising | $305,397 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,492 | TotalAmt |
| Program Services | $349,331 | ProgramServicesAmt |
| Management And General | $36,129 | ManagementAndGeneralAmt |
| Fundraising | $18,032 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,166 | TotalAmt |
| Program Services | $554,097 | ProgramServicesAmt |
| Management And General | $91,529 | ManagementAndGeneralAmt |
| Fundraising | $31,540 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,540 | TotalAmt |
| Program Services | $443,810 | ProgramServicesAmt |
| Management And General | $80,359 | ManagementAndGeneralAmt |
| Fundraising | $25,371 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,583 | TotalAmt |
| Management And General | $34,583 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,092 | TotalAmt |
| Management And General | $43,092 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,347 | TotalAmt |
| Management And General | $128,347 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,497 | TotalAmt |
| Program Services | $155,326 | ProgramServicesAmt |
| Management And General | $58,002 | ManagementAndGeneralAmt |
| Fundraising | $9,169 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,255 | TotalAmt |
| Program Services | $36,637 | ProgramServicesAmt |
| Management And General | $4,455 | ManagementAndGeneralAmt |
| Fundraising | $2,163 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,737 | TotalAmt |
| Program Services | $1,162,784 | ProgramServicesAmt |
| Management And General | $63,004 | ManagementAndGeneralAmt |
| Fundraising | $78,949 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,113 | TotalAmt |
| Program Services | $611,629 | ProgramServicesAmt |
| Management And General | $74,378 | ManagementAndGeneralAmt |
| Fundraising | $36,106 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,651 | TotalAmt |
| Program Services | $13,708 | ProgramServicesAmt |
| Management And General | $2,923 | ManagementAndGeneralAmt |
| Fundraising | $1,020 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,214 | TotalAmt |
| Program Services | $109,388 | ProgramServicesAmt |
| Management And General | $21,648 | ManagementAndGeneralAmt |
| Fundraising | $5,178 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,808 | TotalAmt |
| Program Services | $109,948 | ProgramServicesAmt |
| Management And General | $13,370 | ManagementAndGeneralAmt |
| Fundraising | $6,490 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,362 | TotalAmt |
| Program Services | $1,143,757 | ProgramServicesAmt |
| Management And General | $139,087 | ManagementAndGeneralAmt |
| Fundraising | $67,518 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BUS PASSES | $154,651 | $154,651 | ||
| DUES | $63,005 | $40,447 | $20,412 | $2,146 |
| BAD DEBT EXPENSE | $57,474 | $5,000 | $52,474 | |
| STUDENT ACTIVITIES | $30,058 | $30,058 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,919 | TotalAmt |
| Program Services | $31,219 | ProgramServicesAmt |
| Management And General | $95,159 | ManagementAndGeneralAmt |
| Fundraising | $3,541 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,056,185 | TotalAmt |
| Program Services | $13,284,179 | ProgramServicesAmt |
| Management And General | $2,074,421 | ManagementAndGeneralAmt |
| Fundraising | $697,585 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,976,573 | BOYAmt |
| EOY | $7,962,860 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,644 | BOYAmt |
| EOY | $2,986,207 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,281 | BOYAmt |
| EOY | $774,036 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,790 | BOYAmt |
| EOY | $4,936 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,812 | BOYAmt |
| EOY | $169,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,599,880 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,482,654 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,238,951 | BOYAmt |
| EOY | $22,117,226 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,388,158 | BOYAmt |
| EOY | $13,653,897 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,750 | BOYAmt |
| EOY | $5,130 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,098 | BOYAmt |
| EOY | $202,311 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,647,057 | BOYAmt |
| EOY | $47,875,899 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,511 | BOYAmt |
| EOY | $942,358 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,963,053 | BOYAmt |
| EOY | $5,171,026 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,432,626 | BOYAmt |
| EOY | $5,171,751 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,000 | BOYAmt |
| EOY | $657,453 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,172,190 | BOYAmt |
| EOY | $11,942,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,357,679 | BOYAmt |
| EOY | $26,305,363 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,121,391 | BOYAmt |
| EOY | $2,820,928 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,995,797 | BOYAmt |
| EOY | $6,807,020 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,474,867 | BOYAmt |
| EOY | $35,933,311 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,647,057 | BOYAmt |
| EOY | $47,875,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,113,471 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $344,973 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $7,267,561 | BeginningYearBalanceAmt |
| Contributions | $703,652 | ContributionsAmt |
| Investment Earnings Or Losses | $1,153,864 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $147,555 | GrantsOrScholarshipsAmt |
| Other Expenditures | $139,587 | OtherExpendituresAmt |
| End Year Balance | $8,837,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,705,685 | BeginningYearBalanceAmt |
| Contributions | $128,224 | ContributionsAmt |
| Investment Earnings Or Losses | $701,158 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $137,299 | GrantsOrScholarshipsAmt |
| Other Expenditures | $130,207 | OtherExpendituresAmt |
| End Year Balance | $7,267,561 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,816,594 | BeginningYearBalanceAmt |
| Contributions | $82,329 | ContributionsAmt |
| Investment Earnings Or Losses | $57,372 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $130,331 | GrantsOrScholarshipsAmt |
| Other Expenditures | $120,279 | OtherExpendituresAmt |
| End Year Balance | $6,705,685 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,319,058 | BeginningYearBalanceAmt |
| Contributions | $573,966 | ContributionsAmt |
| Investment Earnings Or Losses | $1,151,201 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $121,107 | GrantsOrScholarshipsAmt |
| Other Expenditures | $106,524 | OtherExpendituresAmt |
| End Year Balance | $6,816,594 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,499,538 | BeginningYearBalanceAmt |
| Contributions | $423,914 | ContributionsAmt |
| Investment Earnings Or Losses | $395,606 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,319,058 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21320 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $329,072 | OtherCostOrOtherBasisAmt |
| Book Value | $329,072 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,775,663 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,644,927 | DepreciationAmt |
| Book Value | $21,130,736 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,495,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,837,727 | DepreciationAmt |
| Book Value | $657,418 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,117,226 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED POST RETIREMENT BENEFITS | $455,142 |
| RETIREMENT ANNUITY PAYABLE | $202,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $657,453 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,345,950 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $344,973 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,113,044 | OtherRevenueAmt |
| Revenue Not Reported | -$1,768,071 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,114,021 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $128,347 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$72,712 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $55,635 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,169,656 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,887,506 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $72,712 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $72,712 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,814,794 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $128,347 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,113,044 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,241,391 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,056,185 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FUNDS ARE USED ACCORDING TO THE ENDOWMENT SPENDING POLICY. THE PERMANENTLY RESTRICTED ENDOWMENTS HAVE SPECIFIC PURPOSES THEY WERE GIVEN FOR BY DONORS: FINANCIAL AID, PROFESSIONAL DEVELOPMENT, AND UNRESTRICTED USE AMONGST OTHERS. THE UNRESTRICTED FUNDS SUPPORT THE GENERAL OPERATING BUDGET. OUR CAMPAIGN FOR ENDOWMENT GAVE DONORS THE ABILITY TO GIVE TO UNRESTRICTED USE, FINANCIAL AID, PROFESSIONAL DEVELOPMENT, FACULTY SALARY SUPPORT, AND INTERNATIONAL EDUCATION. OUR MOST RECENT ENDOWMENT CAMPAIGN FUNDED THE NEW ERICA AND NASON HAMLIN ENDOWED SCHOLARSHIP FUND. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID GROUPED WITH REVENUE ON THE FINANCIAL STATEMENTS -2,113,044. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE -54,474. RENTAL EXPENSE NETTED AGAINST REVENUE -17,038. GAMING EXPENSE NETTED AGAINST REVENUE -1,200. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 54,474. GAMING EXPENSE NETTED AGAINST REVENUE 1,200. RENTAL EXPENSE NETTED AGAINST REVENUE 17,038. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GROUPED WITH REVENUE ON THE FINANCIAL STATEMENTS 2,113,044. |
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 | Yes (1) | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | WE JOIN WITH OTHER SCHOOLS ACCREDITED BY THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS TO ADVERTISE ANNUALLY OUR NONDISCRIMINATORY POLICY IN THE MEDIA FOR THE COMMUNITY WE SERVE. UNIVERSITY PREPARATORY ACADEMY IS SPECIFICALLY LISTED IN THESE ADVERTISEMENTS. |
| SCHEDULE E, PART I, LINE 5 | WE AWARD SEVERAL NEED-BASED SCHOLARSHIPS TO STUDENTS WHO PARTICIPATE IN THE RAINIER SCHOLARS, A PROGRAM THAT SERVES ONLY STUDENTS OF COLOR. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICE | STUDENT TRAVEL AND EDUCATION PROGRAMS | $14,000 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICE | STUDENT TRAVEL AND EDUCATION PROGRAMS | $4,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | STUDENT TRAVEL AND EDUCATION PROGRAMS | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | FUNDS ARE USED FOR OUR GLOBAL EDUCATION TRIPS OUTSIDE THE U.S. THE FUNDS ARE USED FOR HOUSING, FOOD, AND PROGRAM EXPENSES DURING THE TRIPS. |
| SCHEDULE F, PART I, COLUMN F: | AMOUNTS ARE BASED ON AN ACCRUAL METHOD OF ACCOUNTING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL AUCTION | NameOfEvent1Amt |
| Gross Receipts Event1 | $302,648 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $165,385 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $137,263 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $46,218 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $83,564 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $302,648 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $165,385 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $137,263 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $46,218 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $83,564 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $132,282 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,981 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID | 90 | $2,049,544 | BOOK | INCLUDES TUITION, FEES, TRANSPORTATION AND LUNCH |
| EXCHANGE STUDENTS | 2 | $58,500 | BOOK | TUITION FOR 2 FOREIGN EXCHANGE STUDENTS |
| WELGAN SCHOLARSHIP | 1 | $5,000 | BOOK | RECEIVED AS CREDIT ON TUITION INVOICE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATE DIRECTOR OF FINANCIAL AID PROCESSES APPLICATIONS FOR FINANCIAL AID. THE FINANCIAL AID COMMITTEE REVIEWS AND APPROVES THE RECOMMENDED AWARDS. APPROVED AWARDS ARE REFLECTED ON CONTRACTS THAT ARE SIGNED BY PARENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERICA HAMLIN | ||||||||||||||
| HEAD OF SCHOOL | $270,381 | $0 | $20,000 | $0 | $11,000 | $0 | $17,850 | $0 | $5,941 | $0 | $325,172 | $0 | $0 | $0 |
| SUSAN LANSVERK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $185,169 | $0 | $0 | $0 | $0 | $0 | $13,183 | $0 | $5,941 | $0 | $204,293 | $0 | $0 | $0 |
| KEN JAFFE | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $163,182 | $0 | $0 | $0 | $0 | $0 | $11,593 | $0 | $5,941 | $0 | $180,716 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ERICA HAMLIN RECEIVED $5,000 AS HOUSING ALLOWANCE AND $6,000 AS CAR ALLOWANCE. THESE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION. THE DISCRETIONARY SPENDING ACCOUNT IS FOR SCHOOL RELATED EXPENSES AND RECEIPTS ARE PROVIDED. THESE PAYMENTS WERE NOT TREATED AS TAXABLE COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $68,248 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 203 | ContributionCnt |
| Noncash Contributions Rpt F990 | $77,808 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | REPRESENTS THE NUMBER OF CONTRIBUTORS OF STOCK AND NUMBER OF CONTRIBUTED AUCTION ITEMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6; | VOLUNTEERS ORGANIZE THE ANNUAL AUCTION AND SERVE ON COMMITTEES/BOARD AND PARENT COUNCIL ACTIVITIES. 25 MEMBERS OF THE BOARD ALSO SERVE AS VOLUNTEERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | MIKAL THOMSEN AND YUVAL NEEMAN HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE AND EXECUTIVE COMMITTEES REVIEW AND APPROVE THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH TRUSTEE AND OFFICER EACH YEAR. THEY ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER TO DETERMINE IF ANY CONFLICTS ARE INDICATED. THE PRESIDENT OF THE BOARD WOULD REVIEW ANY CONFLICTS THAT ARE DISCLOSED. IF A CONFLICT IS FOUND, THE TRUSTEE WOULD RECUSE HIMSELF/HERSELF FROM VOTING ON OR DISCUSSING THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THROUGH A THOROUGH PROCESS OF REVIEWING PERFORMANCE AND COMPARABLE COMPENSATION DATA FROM PEER SCHOOLS COLLECTED FROM AN INDEPENDENT SOURCE. THIS PROCESS WAS LAST UNDERTAKEN IN FEBRUARY 2013. THE CHIEF FINANCIAL OFFICER'S COMPENSATION AND ASSISTANT HEAD OF SCHOOL'S COMPENSATION ARE ESTABLISHED BY THE HEAD OF SCHOOL USING THE SAME PROCESS. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2014. |
| 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. |
| PART VII | SOME OF THE TRUSTEES ARE ALSO TEACHERS FOR THE ORGANIZATION AND RECEIVE COMPENSATION FOR THEIR SERVICES AS TEACHERS ONLY. THE HEAD OF THE SCHOOL IS CONSIDERED AN OFFICER AND RECEIVES COMPENSATION FOR HER SERVICE AS CEO. COMPENSATED INDIVIDUALS RECUSE THEMSELVES FROM DISCUSSING AND VOTING ON CERTAIN MATTERS PER THE BY-LAWS. |
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