KING SCHOOL INCORPORATED: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KING SCHOOL INCORPORATED (EIN 06-1229222)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-15
- IRS object ID
- 201430179349300008
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-15T09:11:33-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061009205 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061229222 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING LOW HEYWOOD THOMAS SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KING | NameControl |
| Phone | 2033223496 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06905 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY LEEKER | Name |
| Title | CFO | Title |
| Phone | 2033223496 | Phone |
| Date Signed | 2014-01-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH SOLECKI | Name |
| PTIN | P00235171 | PTIN |
| Phone | 8605614000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KIMBERLY LEEKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44491663 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KLHT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | KING LOW HEYWOOD THOMAS SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL SERVING 680 CHILDREN FROM PRE-K TO GRADE 12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 267 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3150346 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6376509 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22853371 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23800008 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 335548 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1038048 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 235406 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6508 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26574671 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31221073 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2194861 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2329730 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14424615 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15316126 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 426342 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7267703 | OtherExpensePriorYear |
| Other Expenses Current Year | 7839244 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23887179 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25485100 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2687492 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5735973 | RevenuesLessExpensesCY |
| Total Assets BOY | 66212905 | TotalAssetsBOY |
| Total Assets EOY | 73511937 | TotalAssetsEOY |
| Total Liabilities BOY | 20903083 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23033681 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45309822 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 50478256 | NetAssetsOrFundBalancesEOY |
| Mission Description | KING IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL SERVING STUDENTS FROM PRE-KINDERGARTEN THROUGH GRADE 12. KING IS A DIVERSE, VIBRANT LEARNING COMMUNITY DEDICATED TO EDUCATIONAL EXCELLENCE AND THE FULLEST ACADEMIC AND PERSONAL ACHIEVEMENT OF OUR STUDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21482446 | Expense |
| Grants | 2329730 | Grants |
| Revenue | 23800008 | Revenue |
| Description | PROVIDED EDUCATION FOR CHILDREN AGES PRE-SCHOOL THROUGH GRADE 12 AND PROVIDED SUMMER CAMP PROGRAMS. APPROXIMATELY 680 STUDENTS ATTENDED THIS SCHOOL FOR THE FISCAL YEAR ENDED JUNE 30, 2013. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 0 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 21482446 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 57 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 267 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY LEEKER KING LOW HEYWOOD THOMAS SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2033223496 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06905 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| EDWARD CESARE | |||||||
| PRESIDENT | 8.00 | X | X | 0 | 0 | 0 | |
| JOHN QUA | |||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| TIMOTHY TULLY | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| LOUIS PAGLIA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ERIC BLATTMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS J CONHEENEY | |||||||
| SECOND VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| TERRAN WHITTINGHAM | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN MCDERMOTT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT HOLTZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| FRED KUNTZMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN MIRZA | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| LINDA PETRONE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALAN BOWSER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KEITH FLEISCHMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| FREDERICK S GOLD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DONNA FARBER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| AMY SILBERFEIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MOIRA SNOVER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| EDWARD ORENSTEIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS B MAIN | |||||||
| HEAD OF SCHOOL | 40.00 | X | 472851 | 0 | 230257 | ||
| KIMBERLY P LEEKER | |||||||
| ASST HEAD, FINANCE & OPERA | 40.00 | X | 271904 | 0 | 43059 | ||
| ALEX WEINER | |||||||
| DEAN OF FACULTY | 40.00 | 127610 | 0 | 71262 | X | ||
| KAREN RAIDT | |||||||
| HEAD OF LOWER SCHOOL | 40.00 | 148106 | 0 | 72277 | X | ||
| BOBBY WALKER | |||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | 127284 | 0 | 32201 | X | ||
| THOMAS DECKER | |||||||
| ATHLETIC DIRECTOR | 40.00 | 107801 | 0 | 93596 | X | ||
| WILLIAM ENNIST | |||||||
| ASSOC. HEAD, ADVANCEMENT | 40.00 | 127102 | 0 | 31365 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1382658 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 574017 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE WHITING TURNER CONTRACTING COMPANY | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | CONSTRUCTION SERVICES | 1516942 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 81049 | WOBURN | MA | 01813 | FACILITIES MAINTENANCE | 1094860 |
| FLIK INDEPENDENT SCHOOLS BY CHARTWELL | |||||
| PO BOX 9337 | CHICAGO | IL | 60693 | FOOD SERVICES | 773831 |
| ROGER FERRIS & PARTNERS LLC | |||||
| 285 RIVERSIDE AVENUE | WESTPORT | CT | 06880 | ARCHITECTURAL SERVICES | 553060 |
| FGB CONSTRUCTION | |||||
| 158 BOUTON STREET | NORWALK | CT | 06851 | PAVING/EXCAVATING | 393382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| All Other Contributions | 6376509 | AllOtherContributions |
| Noncash Contributions | 269845 | NoncashContributions |
| Total Contributions | 6376509 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION & PROGRAM FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 23800008 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23800008 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23800008 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 324435 | TotalRevenueColumn |
| Exclusion | $324,435 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13748459 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12993339 | Securities |
| Other | 41507 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 755120 | Securities |
| Other | -41507 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 713613 | TotalRevenueColumn |
| Exclusion | $713,613 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 239642 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 235744 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3898 | TotalRevenueColumn |
| Exclusion | $3,898 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GAIN IN CSV OF INS. | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 2610 | TotalRevenueColumn |
| Exclusion | $2,610 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2610 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31221073 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23800008 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,044,556 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2329730 | Total |
| Program Services | 2329730 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014307 | Total |
| Management And General | 1014307 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10384103 | Total |
| Program Services | 9221717 | ProgramServices |
| Management And General | 1050199 | ManagementAndGeneral |
| Fundraising | 112187 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628659 | Total |
| Program Services | 551092 | ProgramServices |
| Management And General | 65685 | ManagementAndGeneral |
| Fundraising | 11882 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2565684 | Total |
| Program Services | 2424428 | ProgramServices |
| Management And General | 104883 | ManagementAndGeneral |
| Fundraising | 36373 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 723373 | Total |
| Program Services | 586671 | ProgramServices |
| Management And General | 120310 | ManagementAndGeneral |
| Fundraising | 16392 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42766 | Total |
| Management And General | 42766 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68456 | Total |
| Management And General | 68456 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116938 | Total |
| Program Services | 105244 | ProgramServices |
| Management And General | 11694 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1750556 | Total |
| Program Services | 1575500 | ProgramServices |
| Management And General | 175056 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27240 | Total |
| Program Services | 13620 | ProgramServices |
| Management And General | 13620 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175052 | Total |
| Program Services | 157547 | ProgramServices |
| Management And General | 17505 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1908254 | Total |
| Program Services | 1717429 | ProgramServices |
| Management And General | 190825 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350355 | Total |
| Program Services | 315320 | ProgramServices |
| Management And General | 35035 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EDUCATIONAL & LIBRARY | 1075161 | 860129 | 107516 | 107516 |
| ATHLETIC SUPPLIES | 425020 | 425020 | ||
| LOSS ON REFINANCING OF | 279238 | 279238 | ||
| PROF. DEVELOPMENT | 245286 | 187377 | 57909 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1374922 | Total |
| Program Services | 732384 | ProgramServices |
| Management And General | 500546 | ManagementAndGeneral |
| Fundraising | 141992 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25485100 | Total |
| Program Services | 21482446 | ProgramServices |
| Management And General | 3576312 | ManagementAndGeneral |
| Fundraising | 426342 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21643735 | BOY |
| EOY | 21702396 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237031 | BOY |
| EOY | 2210782 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98655 | BOY |
| EOY | 102399 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307053 | BOY |
| EOY | 405364 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 48697305 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14933858 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29705787 | BOY |
| EOY | 33763447 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12707582 | BOY |
| EOY | 14992693 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 513062 | BOY |
| EOY | 334856 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66212905 | BOY |
| EOY | 73511937 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2583169 | BOY |
| EOY | 3458022 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9134914 | BOY |
| EOY | 10550659 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9185000 | BOY |
| EOY | 9025000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20903083 | BOY |
| EOY | 23033681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41539277 | BOY |
| EOY | 45416015 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3770545 | BOY |
| EOY | 5062241 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45309822 | BOY |
| EOY | 50478256 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66212905 | BOY |
| EOY | 73511937 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5735973 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -451670 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -115869 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16154940 | BeginningOfYearBalance |
| Contributions | 12592 | Contributions |
| Investment Earnings Or Losses | 386677 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2715 | AdministrativeExpenses |
| End Of Year Balance | 16551494 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15794829 | BeginningOfYearBalance |
| Contributions | 100796 | Contributions |
| Investment Earnings Or Losses | 259410 | InvestmentEarningsOrLosses |
| Administrative Expenses | 95 | AdministrativeExpenses |
| End Of Year Balance | 16154940 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14497854 | BeginningOfYearBalance |
| Contributions | 10621 | Contributions |
| Investment Earnings Or Losses | 1291015 | InvestmentEarningsOrLosses |
| Administrative Expenses | 4661 | AdministrativeExpenses |
| End Of Year Balance | 15794829 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13778003 | BeginningOfYearBalance |
| Contributions | 10155 | Contributions |
| Investment Earnings Or Losses | 709857 | InvestmentEarningsOrLosses |
| Administrative Expenses | 161 | AdministrativeExpenses |
| End Of Year Balance | 14497854 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15018020 | BeginningOfYearBalance |
| Contributions | 17932 | Contributions |
| Investment Earnings Or Losses | -1257181 | InvestmentEarningsOrLosses |
| Administrative Expenses | 768 | AdministrativeExpenses |
| End Of Year Balance | 13778003 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| 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 | 220000 | OtherCostOrOtherBasis |
| Book Value | 220000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38106070 | OtherCostOrOtherBasis |
| Depreciation | 11317849 | Depreciation |
| Book Value | 26788221 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10371235 | OtherCostOrOtherBasis |
| Depreciation | 3616009 | Depreciation |
| Book Value | 6755226 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33763447 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 27640623 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -451670 | NetUnrealizedGainsInvestments |
| Other Revenues | -3247586 | OtherRevenues |
| Revenue Not Rptd F990 | -3699256 | RevenueNotRptdF990 |
| Revenue Subtotal | 31339879 | RevenueSubtotal |
| Investment Expenses Not Included | 116938 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -235744 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -118806 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31221073 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22472189 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 235744 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 235744 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22236445 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 116938 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3131717 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3248655 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25485100 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE CURRENT INTENTION OF THE GENERAL ENDOWMENT IS TO GROW AND PRESERVE THE FUNDS; THEREFORE THE SCHOOL DOES NOT TAKE ANY DRAW FROM IT. THE INTENTION OF THE SCHOLARSHIP ENDOWMENT IS TO PROVIDE NEED-BASED SCHOLARSHIPS TO ELIGIBLE STUDENTS IN A SUSTAINABLE MANNER. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS -72,500. GRANTS IN AID -2,257,230. TUITION REMISSION -801,987. PLEDGE WRITE-OFF -115,869. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE -235,744. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 235,744. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 72,500. GRANTS IN AID 2,257,230. TUITION REMISSION 801,987. |
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 | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | ONCE A YEAR, IN CONJUNCTION WITH OTHER AREA NAIS SCHOOLS, THE SCHOOL PLACES AN ADVERTISEMENT IN THE NEW YORK TIMES LISTING THE NON-DISCRIMINATORY POLICY. IN ADDITION, THE POLICY IS CLEARLY STATED IN ALL ADMISSION MATERIALS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VARIOUS EVENTS | NameOfEvent1 |
| Gross Receipts Event1 | 239642 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 239642 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 235744 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 239642 | GrossReceiptsTotal |
| Gross Revenue Total Events | 239642 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 235744 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 235744 | DirectExpenseSummaryEvents |
| Net Income Summary | 3898 | 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 | 92 | 2313811 | FMV | REDUCTION IN TUITION |
| NEED-BASED SCHOLARSHIPS | 4 | 15919 | FMV | REDUCTION IN TUITION |
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: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS VIA REDUCTION IN TUITION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS B MAIN | ||||||||||||||
| HEAD OF SCHOOL | 313566 | 0 | 68912 | 0 | 90373 | 0 | 62967 | 0 | 167290 | 0 | 703108 | 0 | 0 | 0 |
| KIMBERLY P LEEKER | ||||||||||||||
| ASST HEAD, FINANCE & OPERA | 233630 | 0 | 37500 | 0 | 774 | 0 | 24255 | 0 | 18804 | 0 | 314963 | 0 | 0 | 0 |
| ALEX WEINER | ||||||||||||||
| DEAN OF FACULTY | 114909 | 0 | 12500 | 0 | 201 | 0 | 11466 | 0 | 59796 | 0 | 198872 | 0 | 0 | 0 |
| KAREN RAIDT | ||||||||||||||
| HEAD OF LOWER SCHOOL | 143016 | 0 | 5000 | 0 | 90 | 0 | 11482 | 0 | 60795 | 0 | 220383 | 0 | 0 | 0 |
| BOBBY WALKER | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | 127192 | 0 | 0 | 0 | 92 | 0 | 9275 | 0 | 22926 | 0 | 159485 | 0 | 0 | 0 |
| THOMAS DECKER | ||||||||||||||
| ATHLETIC DIRECTOR | 107679 | 0 | 0 | 0 | 122 | 0 | 10441 | 0 | 83155 | 0 | 201397 | 0 | 0 | 0 |
| WILLIAM ENNIST | ||||||||||||||
| ASSOC. HEAD, ADVANCEMENT | 106991 | 0 | 20000 | 0 | 111 | 0 | 11814 | 0 | 19551 | 0 | 158467 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PER CONTRACT |
| PART I, LINES 4A-B | THE HEAD OF THE SCHOOL PARTICIPATES IN A 457(F) PLAN. MARK BAUMAN RECEIVED SEVERANCE OF $73,846 DURING CALENDAR YEAR 2012. |
| PART I, LINE 7 | BONUSES ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. |
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 | CHEFA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 060806186 | IssuerEIN |
| Date Issued | 2013-04-30 | DateIssued |
| Issue Price | 9100000 | IssuePrice |
| Description Of Purpose | REFINANCING SERIES A BOND ISSUE | 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 | 9100000 | TotalProceeds |
| Refunding Escrow | 9000944 | RefundingEscrow |
| Issuance Costs From Proceeds | 99056 | IssuanceCostsFromProceeds |
| 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 | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 1 | 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 | SCHEDULE K, PART V | Identifier |
| Explanation | THE ORGANIZATION HAS ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER THE APPLICABLE REGULATIONS. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 269845 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS DELEGATED FACILITIES MANAGEMENT TO SODEXO, AND HAS DELEGATED FOOD SERVICE MANAGEMENT TO FLIK. | |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD, OTHER THAN THE EXECUTIVE COMMITTEE IN LIMITED CIRCUMSTANCES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEW THE ENTIRE FORM 990. FORM 990, INCLUDING SCHEDULE B WITH THE NAMES REDACTED, IS THEN DISTRIBUTED, REVIEWED AND APPROVED AT THE BOARD OF TRUSTEES MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL SIGNED CONFLICT OF INTEREST STATEMENTS ARE REQUIRED. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACCORDING TO THE PHILOSOPHY AND PROCESS OUTLINED IN THE COMPENSATION PHILOSOPHY CHARTER. COMPETITIVE SALARY DATA FROM SEVERAL SOURCES, EXPERIENCE AND A PERFORMANCE APPRAISAL ARE UTILIZED IN THE COMPENSATION DETERMINATION AND DOCUMENTATION. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION FOR KEY EMPLOYEES AND SENIOR ADMINISTRATORS UTILIZING THE OVERALL SALARY INCREASE POOL APPROVED BY THE BOARD OF TRUSTEES AS A BASE. IN ADDITION, COMPETITIVE SALARY DATA, EXPERIENCE AND A PERFORMANCE APPRAISAL ARE UTILIZED FOR DETERMINING COMPENSATION AS WELL AS DOCUMENTATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 9: | PLEDGE WRITE-OFF -115,869. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. |
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