BEACON COLLEGE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BEACON COLLEGE INC (EIN 59-2961536)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-06
- IRS object ID
- 201430379349300513
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-06T07:52:58-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greenlee Kurras Rice & Brown PA CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 627 Donnelly Street | AddressLine1 |
| City | Mount Dora | City |
| State | FL | State |
| ZIP Code | 32757 | 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 | 592961536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beacon College Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEAC | NameControl |
| Phone | 3527877660 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E Main Street | AddressLine1 |
| City | Leesburg | City |
| State | FL | State |
| ZIP Code | 34748 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAL SANSON | Name |
| Title | Treasurer | Title |
| Date Signed | 2014-02-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLARE L GARNER JR CPA | Name |
| PTIN | P00120475 | PTIN |
| Phone | 3523836300 | 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 | GEORGE J HAGERTY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E MAIN ST | AddressLine1 |
| City | LEESBURG | City |
| State | FL | State |
| ZIP Code | 34748 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8234470 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.beaconcollege.edu/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF BEACON COLLEGE IS TO OFFER ACADEMIC DEGREE PROGRAMS TO STUDENTS WITH LEARNING DISABILITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 87 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 329593 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 407983 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5757305 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7180220 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4899 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1437 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10846 | OtherRevenuePriorYear |
| Other Revenue Current Year | 35314 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6102643 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7624954 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3343197 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3879120 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 30000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 129438 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 173782 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2443859 | OtherExpensePriorYear |
| Other Expenses Current Year | 3291362 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5817056 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7299920 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 285587 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 325034 | RevenuesLessExpensesCY |
| Total Assets BOY | 6983974 | TotalAssetsBOY |
| Total Assets EOY | 9713045 | TotalAssetsEOY |
| Total Liabilities BOY | 3810627 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6215038 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3173347 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3498007 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF BEACON COLLEGE IS TO OFFER ACADEMIC DEGREE PROGRAMS TO STUDENTS WITH LEARNING DISABILITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4459247 | Expense |
| Description | Founded in 1989, Beacon College was the first college in the country to offer both Bachelor(BA) and Associate(AA) degrees exclusively for students with learning disabilities and ADHD. Beacon's four year graduation rate of 76% far exceeds the national average for students with learning disabilities as well as the national average for students without a learning disability. Beacon College graduates have an employment and continuing education rate of 81%. These exceptional outcomes have gained the College national recognition. As a result, students and their families from around the United States as well as from other countries seek out Beacon for their college experience. There are students from 36 states and 6 other countries currently enrolled at the College. The instructional approach to the rigorous curriculum integrates assistive technology, structured learning support from specialists and peer mentors, and small classes taught by professors using hands-on and alternative teaching techniques. Internships and/or work experiences are required of each student. In addition to the academic program the College offers a wide range of personal support services including life coaches and a career development program. The College is accredited by Commission on Colleges of the Southern Association of Colleges and Schools and currently offers seven majors: Business Management, Computer Information Systems Web and Digital Media Track, Computer Information Systems Information Systems Track, Human Services, Interdisciplinary Studies, Psychology and Studio Arts. 186 students were enrolled this fiscal year. | Description |
| Total Program Service Expense | 4459247 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 87 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Cal Sanson Treasurer | NamePerson |
| Telephone Number | 3527877660 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E Main Street | AddressLine1 |
| City | LEESBURG | City |
| State | FL | State |
| ZIP Code | 34748 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| JOHN WEISS | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DAVID KNOWLES | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| NANCY JUDGE | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| BRUCE VINCENT | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| WILLIAM J SOMERSET | ||||||||
| BRD VICE CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| THOMAS LANGEVIN | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| VINCENT ZICOLLELLA | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JONATHAN CHERRY | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| RICHARD WILLIAMS | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| EILEEN MARINAKIS | ||||||||
| BOARD CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DANIEL AVERBECK | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| TAMARA SNYDER | ||||||||
| Secretary | 40.00 | 0.00 | 44454 | 0 | 4974 | X | ||
| ROBERT BRIDGEMAN | ||||||||
| Vice President | 40.00 | 0.00 | 94822 | 0 | 9721 | X | ||
| CAL SANSON | ||||||||
| Treasurer | 40.00 | 0.00 | 81329 | 0 | 9290 | X | ||
| GEORGE J HAGERTY | ||||||||
| President | 40.00 | 0.00 | 9914 | 0 | 422 | X | ||
| DEBORAH BRODBECK | ||||||||
| PAST PRESIDENT | 0.00 | 0.00 | 3480 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 233999 | TotalReportableCompFromOrg |
| Total Other Compensation | 24407 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 407983 | AllOtherContributions |
| Noncash Contributions | 20258 | NoncashContributions |
| Total Contributions | 407983 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Tuition and fees | 5217071 | 5217071 |
| Room and board | 1676019 | 1676019 |
| OTHER FEES | 287130 | 287130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7180220 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1830 | TotalRevenueColumn |
| Exclusion | $1,830 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 544142 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 544535 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -393 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -393 | TotalRevenueColumn |
| Exclusion | -$393 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 100295 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 64981 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35314 | TotalRevenueColumn |
| Exclusion | $35,314 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7624954 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7180220 | RelatedOrExemptFunctionIncome |
| Exclusion | $36,751 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254926 | Total |
| Program Services | 142598 | ProgramServices |
| Management And General | 112328 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2899299 | Total |
| Program Services | 2053483 | ProgramServices |
| Management And General | 845816 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438324 | Total |
| Program Services | 319977 | ProgramServices |
| Management And General | 118347 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286571 | Total |
| Program Services | 209197 | ProgramServices |
| Management And General | 77374 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5748 | Total |
| Management And General | 5748 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19440 | Total |
| Management And General | 19440 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129438 | Total |
| Fundraising | 129438 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77885 | Total |
| Program Services | 18369 | ProgramServices |
| Management And General | 59516 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46787 | Total |
| Program Services | 96 | ProgramServices |
| Management And General | 46691 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41843 | Total |
| Program Services | 28944 | ProgramServices |
| Management And General | 12899 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 633819 | Total |
| Program Services | 523236 | ProgramServices |
| Management And General | 110583 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229094 | Total |
| Program Services | 29374 | ProgramServices |
| Management And General | 199720 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26054 | Total |
| Program Services | 11841 | ProgramServices |
| Management And General | 14213 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321419 | Total |
| Program Services | 112551 | ProgramServices |
| Management And General | 208868 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340610 | Total |
| Program Services | 245837 | ProgramServices |
| Management And General | 94773 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81284 | Total |
| Program Services | 74 | ProgramServices |
| Management And General | 81210 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REPAIR & MAINTENANCE | 186179 | 108402 | 77777 |
| REGISTRY FEES | 206000 | 206000 | |
| FOOD PURCHASES | 226347 | 226336 | 11 |
| OPERATING SUPPLIES | 250770 | 141334 | 109436 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598083 | Total |
| Program Services | 287598 | ProgramServices |
| Management And General | 266141 | ManagementAndGeneral |
| Fundraising | 44344 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7299920 | Total |
| Program Services | 4459247 | ProgramServices |
| Management And General | 2666891 | ManagementAndGeneral |
| Fundraising | 173782 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 523343 | BOY |
| EOY | 241666 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515259 | BOY |
| EOY | 283963 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2440 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97392 | BOY |
| EOY | 100413 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93274 | BOY |
| EOY | 68312 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10364533 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2230508 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4753452 | BOY |
| EOY | 8134025 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30309 | BOY |
| EOY | 91957 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 968505 | BOY |
| EOY | 792709 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6983974 | BOY |
| EOY | 9713045 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63505 | BOY |
| EOY | 176118 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707422 | BOY |
| EOY | 432718 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2965399 | BOY |
| EOY | 5318469 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74301 | BOY |
| EOY | 287733 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3810627 | BOY |
| EOY | 6215038 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2784909 | BOY |
| EOY | 3109569 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338438 | BOY |
| EOY | 338438 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3173347 | BOY |
| EOY | 3498007 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6983974 | BOY |
| EOY | 9713045 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 325034 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -374 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50000 | BeginningOfYearBalance |
| End Of Year Balance | 50000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 50000 | Contributions |
| End Of Year Balance | 50000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 717594 | OtherCostOrOtherBasis |
| Book Value | 717594 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7751865 | OtherCostOrOtherBasis |
| Depreciation | 1230112 | Depreciation |
| Book Value | 6521753 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 168704 | OtherCostOrOtherBasis |
| Depreciation | 28663 | Depreciation |
| Book Value | 140041 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1146135 | OtherCostOrOtherBasis |
| Depreciation | 686676 | Depreciation |
| Book Value | 459459 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 580235 | OtherCostOrOtherBasis |
| Depreciation | 285057 | Depreciation |
| Book Value | 295178 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8134025 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LONG TERM PROMISES TO GIVE | 264070 |
| EMPLOYEE ADVANCES | |
| DEPOSITS | 38380 |
| CONSTRUCTION IN PROGRESS | 28503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 792709 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SEVERANCE AGREEMENTS | $8,146 |
| RETIREMENT PAYABLE | $54,028 |
| PAYROLL LIABILITIES | $84,428 |
| INTEREST RATE SWAP LIABILITY | $138,131 |
| APARTMENT DAMAGE DEPOSITS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 287733 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 7624954 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 7624954 | RevenueSubtotal |
| Total Revenue Per Form990 | 7624954 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7299920 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 7299920 | ExpensesSubtotal |
| Total Expenses Per Form990 | 7299920 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Uncertain Tax Positions - The College follows the reporting and disclosure guidance for uncertainty in income taxes as defined in FASB ASC 740. The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. As of June 30, 2013, the College had no uncertain tax positions that qualify for recognition or disclosure in the financial statements |
| Part III, Line 1a | Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | THE COLLEGE RECEIVES VARIOUS DONATIONS OF ARTWORK. THE COLLEGE HAS CHOSEN NOT OT CAPITALIZE THESE PIECES, AS THEY REMAIN PART OF THE COLLEGE'S PERMANENT COLLECTION ON DISPLAY. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | The policy is stated in all advertising/news releases at the start of the school year | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLTON & CO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 FEDERAL ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CNSLTG | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Amount Retained By Contractor | 90966 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 90966 | TotalRetainedByContractors |
| Licensed States | FL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 60441 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 60441 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 44324 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PARENTS WEEKEND | NameOfEvent2 |
| Gross Receipts Event2 | 18472 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 18472 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 20657 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 21382 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 21382 | GrossRevenueOtherEvents |
| Gross Receipts Total | 100295 | GrossReceiptsTotal |
| Gross Revenue Total Events | 100295 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 64981 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 64981 | DirectExpenseSummaryEvents |
| Net Income Summary | 35314 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEBORAH BRODBECK | NamePerson |
| Title | PAST PRESIDENT | Title |
| Other Compensation Filing Org | 3480 | OtherCompensationFilingOrg |
| Total Compensation Filing Org | 3480 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR A REASONABLE COPYING CHARGE. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE BOARD OF TRUSTEES VOTES ON COMPENSATION PACKAGES, USING COMPARABILITY DATA FROM SIMILAR EXEMPT ORGANIZATIONS. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE PROCESS INCUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | INCLUDED IN THE POLICIES AND PROCEDURES MANUAL AND IS REVIEWED ANNUALLY. DURING BOARD OF TRUSTEES MEETINGS, ANY POTENTIAL CONFLICTS OF INTEREST REQUIRED TO BE DISCLOSED BY OFFICERS/KEY EMPLOYEES ARE REVIEWED AND FURTHER ACTION IS TAKEN IF NECESSARY AND DOCUMENTED IN THE MINUTES. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | BOARD OF TRUSTEES MEMBERS ARE PROVIDED A DRAFT COPY OF THE FORM 990 FOR THEIR REVIEW, CHANGES NOTED BY MEMBERS ARE MADE AS NECESSARY, AND THE FINAL FORM 990 IS THEN FILED UPON SIGNATURE OF AN AUTHORIZED OFFICER. |
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