SANDIA SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SANDIA SCHOOL (EIN 85-0196115)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-05-22
- IRS object ID
- 201401429349300125
- Schema version
- 2012v2.1
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-22T13:49:33-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MARQUETTE NW SUITE 800 | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850196115 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDIA SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 5053383000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 OSUNA NE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87113 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESA ARMSTRONG | Name |
| Title | CFO | Title |
| Phone | 5053383000 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN E LIVINGSTON CPA | Name |
| PTIN | P00317845 | PTIN |
| Phone | 5058428290 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDIA PREPARATORY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVEN ALBERT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 OSUNA NE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13364354 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SANDIAPREP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | NM | StateLegalDomicile |
| Activity Or Mission Description | ACADEMICS ARE OUR TOP PRIORITY, BALANCE IS OUR CORE VALUE, AND COMMUNITY MAKES US WHO WE ARE. OUR CHALLENGING, INNOVATIVE PROGRAM PREPARES EACH STUDENT FOR SUCCESS IN COLLEGE - AND BEYOND - AND INSPIRES EACH STUDENT TO FIND AND ACHIEVE HIS OR HER PURPOSE IN THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 274 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 480756 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 564990 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12052054 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12149146 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -115443 | InvestmentIncomePriorYear |
| Investment Income Current Year | 212724 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 155389 | OtherRevenuePriorYear |
| Other Revenue Current Year | 52435 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12572756 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12979295 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2216933 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2638430 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7280287 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7367590 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 463641 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3849942 | OtherExpensePriorYear |
| Other Expenses Current Year | 3947341 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13347162 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13953361 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -774406 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -974066 | RevenuesLessExpensesCY |
| Total Assets BOY | 34005010 | TotalAssetsBOY |
| Total Assets EOY | 29973142 | TotalAssetsEOY |
| Total Liabilities BOY | 20953609 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16496404 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13051401 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13476738 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE JOY OF LIVING AND LEARNING IS AT THE CENTER OF ALL WE DO. SANDIA PREPARATORY SCHOOL PROVIDES REMARKABLE OPPORTUNITIES FOR INTELLECTUAL AND PERSONAL GROWTH WITHIN A CHALLENGING AND BALANCED PROGRAM. AS AN EXTENSION OF OUR FAMILIES, SANDIA PREP'S DIVERSE COMMUNITY INSPIRES STUDENTS TO FIND THEIR ACADEMIC FOCUS, TALENTS, AND CREATIVITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8989847 | Expense |
| Revenue | 11681388 | Revenue |
| Description | SANDIA SCHOOL SERVES APPROXIMATELY 620 STUDENTS IN GRADES 6-12 BY PROVIDING WELL BALANCED INSTRUCTION AND OTHER STUDENT ACTIVITIES THAT SUPPORT THE QUEST FOR HUMAN EXCELLENCE AND INDIVIDUAL GROWTH. SANDIA PREP IS A COEDUCATIONAL, INDEPENDENT DAY SCHOOL THAT HAS EDUCATED STUDENTS ON ITS ALBUQUERQUE, NEW MEXICO CAMPUS SINCE 1966. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2638430 | Expense |
| Grants | 2638430 | Grants |
| Description | SANDIA SCHOOL PROVIDED TUITION REMISSION AND FINANCIAL ASSISTANCE TO STUDENTS WHO WOULD NOT OTHERWISE BE ABLE TO ATTEND. THESE EXPENSES ARE USED TO HELP PAY THE TUITION FOR THOSE FINANCIALLY CHALLENGED STUDENTS, WHICH COMPRISE 35% OF THE STUDENT BODY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 303184 | Expense |
| Revenue | 467758 | Revenue |
| Description | SANDIA SCHOOL OFFERS A SUMMER PROGRAM TO COMPLEMENT THE REGULAR SCHOOL YEAR PROGRAM FOR OUR CURRENT STUDENTS, AS WELL AS PROVIDE A SAFE AND EDUCATIONALLY CHALLENGING ENVIRONMENT FOR YOUNGER STUDENTS WHEN REGULAR SCHOOLS ARE NOT IN SESSION. OUR SUMMER PROGRAM RECENTLY SERVED APPROXIMATELY 700 STUDENTS FROM AGES 5-18. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 11931461 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 274 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERESA ARMSTRONG | NamePerson |
| Telephone Number | 5053383000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 OSUNA RD NE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87113 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PATRICK ALLEN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| BILLY BLACKBURN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MIMI BURNS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| TRACI CADIGAN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CAROL COCHRAN | |||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | X | |
| JOHN DONHAM | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| BOB EATON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| SUSAN PRZEKURAT EPSTEIN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JIM FIRKINS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| PETE HENDERSON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| GREG HICKS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| ELIZABETH KIRSCHNER | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JERRY LOVATO | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| APRIL MARKER | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| BETH MASON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JESSICA MONTOYA | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| DAVID NEVILL | |||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |
| PAUL ROTH | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| ANNE SAPON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| GRETCHEN SEELINGER | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| LEN TRAINOR | |||||||
| CHAIR | 5.00 | X | 0 | 0 | 0 | X | |
| M TODD WHITE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| LORNA WIGGINS | |||||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 | X | |
| STEVE ALBERT | |||||||
| HEAD OF SCHOOL | 40.00 | 223024 | 0 | 12659 | X | ||
| JENNY CRYSLER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 92735 | 0 | 8127 | X | ||
| JULIE COOK | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 108000 | 0 | 8672 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 423759 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29458 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1760 | FundraisingEvents |
| All Other Contributions | 563230 | AllOtherContributions |
| Noncash Contributions | 154460 | NoncashContributions |
| Total Contributions | 564990 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION & FEES | 611710 | 11655032 | 11655032 |
| SUMMER PROGAM | 611710 | 467758 | 467758 |
| OTHER PROGRAM SERVICE REVENU | 611710 | 26356 | 26356 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12149146 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120040 | TotalRevenueColumn |
| Exclusion | $120,040 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 29450 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3324 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 26126 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26126 | TotalRevenueColumn |
| Exclusion | $26,126 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 456548 | Securities |
| Other | 325 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 359275 | Securities |
| Other | 4914 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97273 | Securities |
| Other | -4589 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92684 | TotalRevenueColumn |
| Exclusion | $92,684 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 43855 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1760 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 17546 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26309 | TotalRevenueColumn |
| Exclusion | $26,309 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12979295 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12149146 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $265,159 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2638430 | Total |
| Program Services | 2638430 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331234 | Total |
| Program Services | 265396 | ProgramServices |
| Management And General | 52762 | ManagementAndGeneral |
| Fundraising | 13076 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6064471 | Total |
| Program Services | 4704365 | ProgramServices |
| Management And General | 1130127 | ManagementAndGeneral |
| Fundraising | 229979 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56995 | Total |
| Program Services | 44208 | ProgramServices |
| Management And General | 10626 | ManagementAndGeneral |
| Fundraising | 2161 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441389 | Total |
| Program Services | 342739 | ProgramServices |
| Management And General | 81891 | ManagementAndGeneral |
| Fundraising | 16759 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473501 | Total |
| Program Services | 367910 | ProgramServices |
| Management And General | 87598 | ManagementAndGeneral |
| Fundraising | 17993 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26161 | Total |
| Management And General | 26161 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124054 | Total |
| Program Services | 99740 | ProgramServices |
| Management And General | 20593 | ManagementAndGeneral |
| Fundraising | 3721 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103541 | Total |
| Program Services | 79519 | ProgramServices |
| Management And General | 21433 | ManagementAndGeneral |
| Fundraising | 2589 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44126 | Total |
| Program Services | 35477 | ProgramServices |
| Management And General | 7325 | ManagementAndGeneral |
| Fundraising | 1324 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165056 | Total |
| Program Services | 132705 | ProgramServices |
| Management And General | 27399 | ManagementAndGeneral |
| Fundraising | 4952 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325529 | Total |
| Program Services | 314135 | ProgramServices |
| Management And General | 9766 | ManagementAndGeneral |
| Fundraising | 1628 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421077 | Total |
| Program Services | 406340 | ProgramServices |
| Management And General | 12632 | ManagementAndGeneral |
| Fundraising | 2105 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 926501 | Total |
| Program Services | 894073 | ProgramServices |
| Management And General | 27795 | ManagementAndGeneral |
| Fundraising | 4633 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144656 | Total |
| Program Services | 139593 | ProgramServices |
| Management And General | 4340 | ManagementAndGeneral |
| Fundraising | 723 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT ACTIVITIES | 697974 | 697974 | ||
| EQUIPMENT, RENTALS & MA | 386021 | 372511 | 11580 | 1930 |
| INSTRUCTIONAL EXPENSE | 270868 | 270868 | ||
| MISCELLANEOUS | 157241 | 125478 | 26231 | 5532 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154536 | Total |
| Fundraising | 154536 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13953361 | Total |
| Program Services | 11931461 | ProgramServices |
| Management And General | 1558259 | ManagementAndGeneral |
| Fundraising | 463641 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2975 | BOY |
| EOY | 2475 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4503987 | BOY |
| EOY | 4617669 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134150 | BOY |
| EOY | 103316 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3795741 | BOY |
| EOY | 147341 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231590 | BOY |
| EOY | 147144 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157070 | BOY |
| EOY | 119844 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 30133320 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10442330 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20449421 | BOY |
| EOY | 19690990 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3251901 | BOY |
| EOY | 4926942 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1253951 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224224 | BOY |
| EOY | 217421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34005010 | BOY |
| EOY | 29973142 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525815 | BOY |
| EOY | 518495 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8730510 | BOY |
| EOY | 5444392 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9381403 | BOY |
| EOY | 9036955 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2165881 | BOY |
| EOY | 1346562 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150000 | BOY |
| EOY | 150000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20953609 | BOY |
| EOY | 16496404 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9412893 | BOY |
| EOY | 9790625 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 685872 | BOY |
| EOY | 732347 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2952636 | BOY |
| EOY | 2953766 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13051401 | BOY |
| EOY | 13476738 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34005010 | BOY |
| EOY | 29973142 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -974066 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1399403 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 5 | TotalNumberOfEasements |
| Total Acreage | 635.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 10.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4604589 | BeginningOfYearBalance |
| Contributions | 7780 | Contributions |
| Investment Earnings Or Losses | 768106 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 26894 | GrantsOrScholarships |
| Other Expenditures | 219840 | OtherExpenditures |
| End Of Year Balance | 5133741 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4763168 | BeginningOfYearBalance |
| Contributions | 12648 | Contributions |
| Investment Earnings Or Losses | 61858 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 25141 | GrantsOrScholarships |
| Other Expenditures | 207944 | OtherExpenditures |
| End Of Year Balance | 4604589 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4326918 | BeginningOfYearBalance |
| Contributions | 20530 | Contributions |
| Investment Earnings Or Losses | 639526 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 23987 | GrantsOrScholarships |
| Other Expenditures | 199819 | OtherExpenditures |
| End Of Year Balance | 4763168 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4003364 | BeginningOfYearBalance |
| Contributions | 31824 | Contributions |
| Investment Earnings Or Losses | 516059 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 24342 | GrantsOrScholarships |
| Other Expenditures | 199987 | OtherExpenditures |
| End Of Year Balance | 4326918 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4791700 | BeginningOfYearBalance |
| Contributions | 25300 | Contributions |
| Investment Earnings Or Losses | -564811 | InvestmentEarningsOrLosses |
| Other Expenditures | 238858 | OtherExpenditures |
| Administrative Expenses | 9967 | AdministrativeExpenses |
| End Of Year Balance | 4003364 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.33730 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.57540 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08730 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2703609 | OtherCostOrOtherBasis |
| Book Value | 2703609 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25018985 | OtherCostOrOtherBasis |
| Depreciation | 8648171 | Depreciation |
| Book Value | 16370814 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2410726 | OtherCostOrOtherBasis |
| Depreciation | 1794159 | Depreciation |
| Book Value | 616567 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19690990 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX CREDIT SALE ESCROW FUNDS | Description |
| Amount | $150,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 150000 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 13822170 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 580084 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1613 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 840189 | OtherRevenues |
| Revenue Not Rptd F990 | 1421886 | RevenueNotRptdF990 |
| Revenue Subtotal | 12400284 | RevenueSubtotal |
| Other Revenues Not Included | 579011 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 579011 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12979295 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13396833 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1613 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 20870 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 22483 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13374350 | ExpensesSubtotal |
| Other Expenses Not Included | 579011 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 579011 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13953361 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES: | PART II, LINE 5: | THE SCHOOL COMPLETED A POLICY AFTER 7/31/11 FOR MONITORING, INSPECTION, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. |
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | THERE IS NO REVENUE ASSOCIATED WITH THE EASEMENT. THE EXPENSES ARE RECOGNIZED AS THEY ARE INCURRED. THE ESTIMATED VALUE OF THE LAND SUBJECT TO A CONSERVATION EASEMENT IS CARRIED AS AN ASSET (NON-DEPRECIABLE LAND) ON THE BALANCE SHEET OF THE SCHOOL. THE ORGANIZATION RECEIVED THE EASEMENT PROPERTY IN TWO INSTALLMENTS IN DECEMBER 2007 AND JUNE 2008. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT PRIMARILY COMES FROM DONOR GIFTS, SO IT IS THE SCHOOL'S POLICY TO USE THE FUNDS IN ACCORDANCE WITH THE DONOR INTENT. FUNDS ARE INVESTED TO YIELD BOTH CASH INCOME AND APPRECIATE IN VALUE. ANNUAL DISTRIBUTIONS, NOT TO EXCEED 5% OF THE THREE YEAR AVERAGE BALANCE, SUPPORT THE VARIOUS PROGRAMS OF THE SCHOOL AS SPECIFIED BY THE DONOR, OR GENERAL SCHOOL OPERATIONS, IF THE GIFT WAS UNRESTRICTED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENT 819,319. RENTAL EXPENSES INCLUDED ON STATEMENT OF REVENUE 3,324. SPECIAL EVENT EXPENSES REPORTED ON STATEMENT OF REVENUE 17,546. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSE INCLUDED WITH TUITION REVENUE ON FINANCIAL STATEMENTS 552,850. INVESTMENT EXPENSE INCLUDED IN REVENUE ON FINANCIAL STATEMENTS 26,161. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED ON STATEMENT OF REVENUE 3,324. SPECIAL EVENT EXPENSES REPORTED ON STATEMENT OF REVENUE 17,546. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSE INCLUDED WITH TUITION REVENUE ON FINANCIAL STATEMENTS 552,850. INVESTMENT EXPENSE INCLUDED IN REVENUE ON FINANCIAL STATEMENTS 26,161. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | SANDIA PREPARATORY SCHOOL COMMUNICATES ITS NONDISCRIMINATORY POLICY ON ITS WEBSITE, IN THE ADMISSION BROCHURE, IN THE STUDENT HANDBOOK, THROUGH PAID ADVERTISING IN LOCAL NEWSPAPERS AND ALL NEWS RELEASES AND MEDIA ALERTS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | TITLE II MONEY IS PAID DIRECTLY TO VENDORS BY ALBUQUERQUE PUBLIC SCHOOLS ON BEHALF OF SANDIA PREPARATORY SCHOOL. THE FUNDS COME FROM THE FEDERAL GOVERNMENT AND ARE LIMITED TO PROVIDING TRAINING FOR FACULTY IN ACADEMIC AREAS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 45615 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1760 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 43855 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 1000 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 1350 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 12493 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 175 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 400 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2128 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 45615 | GrossReceiptsTotal |
| Charitable Contributions Total | 1760 | CharitableContributionsTotal |
| Gross Revenue Total Events | 43855 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1000 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1350 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 12493 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 175 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 400 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2128 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 17546 | DirectExpenseSummaryEvents |
| Net Income Summary | 26309 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| FINANCIAL AID | 219 | 2140030 | FMV | REDUCTION OF TUITION DUE |
| TUITION REMISSION | 28 | 498400 | FMV | REDUCTION OF TUITION DUE |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: APPLICANTS FOR FINANCIAL AID MUST SUBMIT CERTAIN FINANCIAL INFORMATION TO AN OUTSIDE SERVICE (SCHOOL & STUDENT SERVICE IN PRINCETON, NJ) WHICH ESTABLISHES A LEVEL OF NEED FOR AID, BASED ON THE FAMILY'S TOTAL FINANCIAL SITUATION. WITH THIS BASIC INFORMATION, THE SANDIA PREPARATORY SCHOOL FINANCIAL AID COMMITTEE, HEREIN "COMMITTEE", CONSIDERS EACH CASE ON ITS MERITS, TAKING INTO ACCOUNT ALL ADDITIONAL AVAILABLE INFORMATION. THE MAIN FACTORS CONSIDERED RELATIVE TO EACH STUDENT ARE FINANCIAL NEED, GRADE LEVEL AND SPACE AVAILABLE IN THAT GRADE, SCHOLASTIC ACHIEVEMENT OF THE STUDENT, THE STUDENT'S CONTRIBUTION TO THE LIFE OF THE SCHOOL, AND THE LENGTH OF TIME THE STUDENT HAS BEEN AT THE SCHOOL. THE COMMITTEE SETS PRELIMINARY GUIDELINES FOR THE AMOUNTS TO BE AWARDED IN EACH GRADE. THESE LIMITS MAY BE ADJUSTED AS THE COMMITTEE PROCEEDS WITH THE DETERMINATION OF FINANCIAL AID GRANTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVE ALBERT | NamePerson |
| Title | HEAD OF SCHOOL | Title |
| Base Compensation Filing Org | 223024 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7920 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 4739 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 235683 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | HEAD OF SCHOOL RECIEVES A GROSS UP FOR INCLUSION OF TUITION REMISSION AND RELATED TAXES. THE HEAD OF SCHOOL ALSO RECEIVES A VEHICLE ALLOWANCE AS PART OF HIS BASE COMPENSATION. THIS TOTALED $5,068 FOR THE FISCAL YEAR. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLAGE OF LOS RANCHOS DE ALBUQUERQUE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 850236091 | IssuerEIN |
| Date Issued | 2007-08-17 | DateIssued |
| Issue Price | 10000000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF GYM, CLASSROOMS, PERFORMING ARTS, INSTRUCTIONAL SPACES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 10000000 | TotalProceeds |
| Capital Expenditures | 10000000 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPASS BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, LINE 2C: | Identifier |
| Explanation | THE REBATE COMPUTATION WAS PERFORMED ON MARCH 31, 2014. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MIMI BURNS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE | Relationship |
| Amount Of Transaction | 16180 | AmountOfTransaction |
| Description Of Transaction | LONG RANGE PLANNING | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 131857 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT TIME OF DONATION | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GOLF TOURNAMENT ITEMS | 1 | 7800 | FMV |
| X | VARIOUS EQUIPMENT | 2 | 11170 | FMV |
| X | SECURITY SYSTEM | 1 | 3633 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | AMOUNTS LISTED IN COLUMN (B) ARE THE NUMBER OF CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PETE HENDERSON, TRUSTEE AND LEN TRAINER, TRUSTEE HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE ORGANIZATION. LEN TRAINER IS A CLIENT OF PETE HENDERSON'S. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S FINANCE COMMITTEE, CHIEF FINANCIAL OFFICER, AND HEAD OF SCHOOL BEFORE IT IS SUBMITTED. THE ORGANIZATION'S FINANCE COMMITTEE CONTAINS 6 MEMBERS OF THE BOARD OF TRUSTEES. THE FORM 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR WHICH EXPLAINS THE OCCASIONS THAT MIGHT GIVE RISE TO CONFLICTS AND THE ANSWERS ARE REVIEWED BY THE CFO. ANY TRUSTEE WITH A POTENTIAL CONFLICT OF INTEREST IS INSTRUCTED NOT TO VOTE ON ANY BOARD PROPOSALS THAT PERTAIN TO THE AREA OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY AN INDEPENDENT BOARD OF TRUSTEES. KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE HEAD OF SCHOOL. THE SCHOOL USES INFORMATION DERIVED FROM ITS PROFESSIONAL MEMBERSHIP ORGANIZATIONS FOR USE IN SETTING PARAMETERS FOR THE HEAD OF SCHOOL'S SALARY. OTHER SALARIES ARE ESTABLISHED WITHIN BUDGETARY CONSTRAINTS AND CLOSELY FOLLOW THE LOCAL MARKET RATES FOR SIMILAR POSITIONS. THE DETERMINATION AND APPROVAL OF COMPENSATION FOR THE HEAD OF SCHOOL IS PROPERLY DOCUMENTED. |
| 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 BASED UPON SPECIFIC REQUESTS BY INDIVIDUALS OR ORGANIZATIONS. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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