THE ALFRED AND ADELE DAVIS ACADEMY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE ALFRED AND ADELE DAVIS ACADEMY INC (EIN 58-1970181)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-15
- IRS object ID
- 201440499349301619
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T15:10:29-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581460137 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS BENATOR & LIBBY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 CROWN POINTE PKWY 400 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30338 | 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 | 581970181 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALFRED AND ADELE DAVIS ACADEMY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALFR | NameControl |
| Phone | 7706710085 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30350 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY SHAFRON | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 7706710085 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN J HEDRICK CPA | Name |
| PTIN | P00294030 | PTIN |
| Phone | 7705120500 | Phone |
| Date Prepared | 2014-02-07 | DatePrepared |
| 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 | AMY SHAFRON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30350 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20812382 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DAVISACADEMY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE AN ACADEMICALLY CHALLENGING ENVIRONMENT WITH ENRICHED CURRICULA, INTEGRATING GENERAL ACADEMICS AND JUDAIC STUDIES FROM MECHINA: KINDERGARTEN PREP THROUGH EIGHTH GRADE. IN A NURTURING, SECURE ENVIRONMENT, INSTRUCTED BY A FACULTY DEDICATED TO EXCELLENCE, CHILDREN ARE ENCOURAGED TO REACH THEIR HIGHEST POTENTIAL. THE DAVIS ACADEMY STRIVES TO CREATE A COMMUNITY IN WHICH CHILDREN DEVELOP A LIFE-LONG LOVE FOR LEARNING AND A COMMITMENT TO JEWISH LIFE FOUNDED ON MORALS, VALUES, AND ETHICS, GROUNDED IN TORAH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 175 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 19493 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -36007 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1333295 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2063171 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11442609 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12028620 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 589357 | InvestmentIncomePriorYear |
| Investment Income Current Year | 359763 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23568 | OtherRevenuePriorYear |
| Other Revenue Current Year | -8328 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13388829 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14443226 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1464677 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1522691 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6945977 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6759028 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 331654 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3811281 | OtherExpensePriorYear |
| Other Expenses Current Year | 3791417 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12221935 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12073136 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1166894 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2370090 | RevenuesLessExpensesCY |
| Total Assets BOY | 38056022 | TotalAssetsBOY |
| Total Assets EOY | 40409382 | TotalAssetsEOY |
| Total Liabilities BOY | 18105936 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17654727 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19950086 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22754655 | NetAssetsOrFundBalancesEOY |
| Mission Description | REFER TO FORM 990, PART I, LINE 1 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7462207 | Expense |
| Grants | 1522691 | Grants |
| Revenue | 12028620 | Revenue |
| Description | THE CORPORATION OPERATED AS A NON-PROFIT ELEMENTARY SCHOOL. | Description |
| Total Program Service Expense | 7462207 | 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 | 1 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | 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 | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | 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 | 0 | 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 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 175 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE VAVRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6785273285 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30350 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 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 |
|---|---|---|---|---|---|---|---|
| SAM L TUCK | |||||||
| PRESIDENT | 0.00 | X | X | 0 | 0 | 0 | |
| TONIA SELLERS | |||||||
| IMMEDIATE PAST PRESIDENT | 0.00 | X | X | 0 | 0 | 0 | |
| MARK KOPKIN | |||||||
| VICE PRESIDENT | 0.00 | X | X | 0 | 0 | 0 | |
| TOBY SIDMAN | |||||||
| VICE PRESIDENT | 0.00 | X | X | 0 | 0 | 0 | |
| DEBBIE KURZWEIL | |||||||
| VICE PRESIDENT | 0.00 | X | X | 0 | 0 | 0 | |
| MELINDA COBB | |||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 | |
| STEVEN RAU | |||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 | |
| BILLIE GREENBERG | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| KEVIN ABEL | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ROBBIE FRIEDMANN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| BETH WARNER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MARA BERMAN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ANN DAVIS | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JEANNIE DIAMOND | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JAN EPSTEIN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ELLEN GOLDSTEIN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| LISA HAYNOR | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JANET SELIG | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JEFF HOPKINS | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| CAROL RUBIN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| BILL ROTHSCHILD | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ALAN ROSENBERG | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MARK EDELSTEIN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| KARYN LIPSKY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DINA GERSON | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JON LEVEN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| LORI KAGAN SCHWARZ | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| LAUREN SIDMAN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ELIZABETH LIEBERMAN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| LYNDA WALKER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DICK WILSON | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| STEPHEN A WINTER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ALLAN J ZACHARIAH | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| SHERI PANOVKA | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DULCY ROSENBERG | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DEAN BENAMY | |||||||
| PAST PRESIDENT | 0.00 | X | 0 | 0 | 0 | ||
| BRYAN FIELDS | |||||||
| PAST PRESIDENT | 0.00 | X | 0 | 0 | 0 | ||
| CAROL NEMO | |||||||
| PAST PRESIDENT | 0.00 | X | 0 | 0 | 0 | ||
| BENJAMIN SILLINS | |||||||
| PAST PRESIDENT | 0.00 | X | 0 | 0 | 0 | ||
| JAY DAVIS | |||||||
| TRUSTEE FOR LIFE | 0.00 | X | 0 | 0 | 0 | ||
| WILLIAM BREMAN | |||||||
| TRUSTEE FOR LIFE | 0.00 | X | 0 | 0 | 0 | ||
| SIDNEY KIRSCHNER | |||||||
| TRUSTEE FOR LIFE | 1.00 | X | 40414 | 0 | 0 | ||
| AMY SHAFRON | |||||||
| HEAD OF SCHOOL | 40.00 | X | 262765 | 0 | 29309 | ||
| BONNIE VAVRA | |||||||
| CFO | 40.00 | X | 156032 | 0 | 7964 | ||
| ANDREW FRANK | |||||||
| LOWER SCHOOL PRINCIPAL | 40.00 | 158286 | 0 | 11706 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 617497 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 48979 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 |
|---|---|---|---|---|---|
| TONY & SYLVIA ENTERPRISES | |||||
| 5224 PINNACLE CT | NORCROSS | GA | 30071 | JANITORIAL & CLEANING | 255165 |
| CDW GOVERNMENT INC | |||||
| 75 REMITTANCE DR | CHICAGO | IL | 60675 | IT SERVICES | 199965 |
| TRAVELAND INC | |||||
| 878 BRIDGEPORT AVE | SHELTON | CT | 06484 | TRAVEL AGENCY | 141256 |
| THE GOODFRIEND COMPANY | |||||
| 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | CATERING | 130755 |
| TOWER INTERIOR CONSTRUCTION INC | |||||
| 4945 WINTERS CHAPEL ROAD | DORAVILLE | GA | 30360 | CONSTRCUTION | 127040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 398285 | FundraisingEvents |
| All Other Contributions | 1664886 | AllOtherContributions |
| Total Contributions | 2063171 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611110 | 12010353 | 12010353 |
| MISCELLANEOUS PROGRAM SERVICE REV | 611110 | 16481 | 16481 |
| YEARBOOK REVENUE | 611110 | 1786 | 1786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12028620 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 347870 | TotalRevenueColumn |
| Exclusion | $347,870 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32388 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32388 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32388 | TotalRevenueColumn |
| Unrelated Business Revenue | 19493 | UnrelatedBusinessRevenue |
| Exclusion | $12,895 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6260048 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6244047 | Securities |
| Other | 4108 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16001 | Securities |
| Other | -4108 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11893 | TotalRevenueColumn |
| Exclusion | $11,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 80285 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 398285 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 121001 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40716 | TotalRevenueColumn |
| Exclusion | -$40,716 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14443226 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12028620 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 19493 | UnrelatedBusinessRevenue |
| Exclusion | $331,942 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1522691 | Total |
| Program Services | 1522691 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626062 | Total |
| Program Services | 169992 | ProgramServices |
| Management And General | 397655 | ManagementAndGeneral |
| Fundraising | 58415 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4872019 | Total |
| Program Services | 3982746 | ProgramServices |
| Management And General | 764484 | ManagementAndGeneral |
| Fundraising | 124789 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1260947 | Total |
| Program Services | 953561 | ProgramServices |
| Management And General | 238307 | ManagementAndGeneral |
| Fundraising | 69079 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13896 | Total |
| Management And General | 13896 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54540 | Total |
| Management And General | 54540 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63576 | Total |
| Management And General | 63576 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41105 | Total |
| Management And General | 38522 | ManagementAndGeneral |
| Fundraising | 2583 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93465 | Total |
| Program Services | 984 | ProgramServices |
| Management And General | 92481 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58346 | Total |
| Program Services | 15158 | ProgramServices |
| Management And General | 43188 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232054 | Total |
| Management And General | 232054 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43177 | Total |
| Program Services | 11803 | ProgramServices |
| Management And General | 31374 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514827 | Total |
| Management And General | 514827 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 933306 | Total |
| Management And General | 933306 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95294 | Total |
| Management And General | 95294 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FIELD TRIPS | 362024 | 362024 | ||
| CLEANING SERVICE CONTRA | 306111 | 306111 | ||
| SUPPLIES | 119392 | 119392 | ||
| MISCELLANEOUS EXPENSE | 106334 | 42153 | 64181 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 753970 | Total |
| Program Services | 323856 | ProgramServices |
| Management And General | 417507 | ManagementAndGeneral |
| Fundraising | 12607 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12073136 | Total |
| Program Services | 7462207 | ProgramServices |
| Management And General | 4279275 | ManagementAndGeneral |
| Fundraising | 331654 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1971243 | BOY |
| EOY | 1347245 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8136090 | BOY |
| EOY | 11244062 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75843 | BOY |
| EOY | 444423 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71299 | BOY |
| EOY | 93291 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150705 | BOY |
| EOY | 186205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26823618 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9484196 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18273205 | BOY |
| EOY | 17339422 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9290602 | BOY |
| EOY | 9533335 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87035 | BOY |
| EOY | 221399 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38056022 | BOY |
| EOY | 40409382 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 708794 | BOY |
| EOY | 776873 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4762250 | BOY |
| EOY | 4921854 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10925000 | BOY |
| EOY | 10590000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1709892 | BOY |
| EOY | 1366000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18105936 | BOY |
| EOY | 17654727 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14455775 | BOY |
| EOY | 16735070 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4724338 | BOY |
| EOY | 5143352 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 769973 | BOY |
| EOY | 876233 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19950086 | BOY |
| EOY | 22754655 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38056022 | BOY |
| EOY | 40409382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2370090 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 862376 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -427897 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| 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) |
|---|---|---|
| Number DA Fs Held | 18 | NumberDAFsHeld |
| Donor Advised Contributions | 146260 | DonorAdvisedContributions |
| Aggregate DAF Value | 1177638 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2937476 | BeginningOfYearBalance |
| Contributions | 146260 | Contributions |
| Investment Earnings Or Losses | 343690 | InvestmentEarningsOrLosses |
| Administrative Expenses | 15755 | AdministrativeExpenses |
| End Of Year Balance | 3411671 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2865470 | BeginningOfYearBalance |
| Contributions | 53253 | Contributions |
| Investment Earnings Or Losses | 33035 | InvestmentEarningsOrLosses |
| Administrative Expenses | 14282 | AdministrativeExpenses |
| End Of Year Balance | 2937476 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2418680 | BeginningOfYearBalance |
| Contributions | 17936 | Contributions |
| Investment Earnings Or Losses | 442482 | InvestmentEarningsOrLosses |
| Administrative Expenses | 13628 | AdministrativeExpenses |
| End Of Year Balance | 2865470 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2116607 | BeginningOfYearBalance |
| Contributions | 28418 | Contributions |
| Investment Earnings Or Losses | 285835 | InvestmentEarningsOrLosses |
| Administrative Expenses | 12180 | AdministrativeExpenses |
| End Of Year Balance | 2418680 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2645071 | BeginningOfYearBalance |
| Contributions | 3334 | Contributions |
| Investment Earnings Or Losses | -520908 | InvestmentEarningsOrLosses |
| Administrative Expenses | 10890 | AdministrativeExpenses |
| End Of Year Balance | 2116607 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.65480 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.25680 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08830 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2226200 | OtherCostOrOtherBasis |
| Book Value | 2226200 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19735095 | OtherCostOrOtherBasis |
| Depreciation | 6330798 | Depreciation |
| Book Value | 13404297 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 955639 | OtherCostOrOtherBasis |
| Depreciation | 412610 | Depreciation |
| Book Value | 543029 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3696303 | OtherCostOrOtherBasis |
| Depreciation | 2531455 | Depreciation |
| Book Value | 1164848 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 210381 | OtherCostOrOtherBasis |
| Depreciation | 209333 | Depreciation |
| Book Value | 1048 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17339422 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (23 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT - AJF ENDOWMENT | 2234031 | F |
| INVESTMENT - AJF BREMAN LIBRARY | 18186 | F |
| INVESTMENT - AJF NEMO SCHOLARSHIP | 70401 | F |
| INVESTMENT - AJF BLANTON SCHOLARSHIP | 17659 | F |
| INVESTMENT - AJF BUNIN, GOODMAN AND ACZEL | 43846 | F |
| INVESTMENT - AJF BENAMY | 33380 | F |
| INVESTMENT - AJF DAVIS SCHOLARSHIP | 100720 | F |
| AJF - EPSTEIN/NEMO ISRAEL SCHOLARSHIP | 24820 | F |
| INVESTMENT - AJF KANFER SCHOLARSHIP | 21053 | F |
| INVESTMENT - HARRIET ZOLLER FINE ARTS FUND | 52410 | F |
| BARKAN FAMILY FUND | 30588 | F |
| CARY & KRISTI SIEGEL FAMILY FUND | 22295 | F |
| EMMIE & LEONARD STEIN SCHOLAR FUND | 59655 | F |
| SYLVIA & BERNARD SOBERMAN MEM FUND | 13954 | F |
| EXCELLENCE IN EDUCATION ENDOWMENT FUND | 123779 | F |
| RABBI PHILLIP KRANZ ENDOWMENT FUND | 227839 | F |
| SIDNEY KIRSCHNER ANNUAL MUSIC PROD FUND | 116222 | F |
| ROSENBERG FAMILY OF FINE ARTS ENDOWMENT | 30765 | F |
| INVESTMENT ACCOUNT - CAP CAMP ACCOUNT | 3539634 | F |
| DAVIS ACADEMY CCC RR FUND - AJF | 682362 | F |
| PEGGY GREENBAUM FUND | 136215 | F |
| DULCY & JERRY ROSENBERG SCHOLARSHIP FUND | 29370 | F |
| WACHOVIA CAPITAL RESERVE | 1904151 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9533335 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAXABLE BOND PAYABLE | Description |
| Amount | $1,366,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1366000 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13844189 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 862376 | NetUnrealizedGainsInvestments |
| Other Revenues | 125109 | OtherRevenues |
| Revenue Not Rptd F990 | 987485 | RevenueNotRptdF990 |
| Revenue Subtotal | 12856704 | RevenueSubtotal |
| Investment Expenses Not Included | 63576 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1522946 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1586522 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14443226 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10611723 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 125109 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 125109 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10486614 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 63576 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1522946 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1586522 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12073136 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ACADEMY FOLLOWS CURRENT ACCOUNTING GUIDANCE ON "ACCOUNTING FOR UNCERTAINTY IN INCOME TAX". IT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A COMPANY'S INCOME TAX RETURNS, INCLUDING TAXES ON UNRELATED BUSINESS INCOME EARNED BY NOT-FOR-PROFIT ORGANIZATIONS, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE. THE FISCAL YEARS 2010 TO 2013 REMAIN OPEN TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS TO WHICH THE ACADEMY IS SUBJECT. THE ACADEMY HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS RELATED TO YEARS OPEN TO EXAMINATION THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 121,001. LOSS ON DISPOSAL OF FIXED ASSETS 4,108. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOSTER CLUB - CONCESSIONS 255. TUITION ASSISTANCE 1,522,691. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 121,001. LOSS ON DISPOSAL OF FIXED ASSETS 4,108. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BOOSTER CLUB - CONCESSIONS 255. TUITION ASSISTANCE 1,522,691. |
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 | POLICY IS PUBLICIZED ON APPLICATION MATERIALS WHICH IS PROVIDED ALONG WITH AN INFORMATION PACKAGE FOR ALL INTERESTED PARTIES. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 194577 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 145540 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 49037 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 43203 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 11035 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DINNER OF HONOR | NameOfEvent2 |
| Gross Receipts Event2 | 283993 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 252745 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 31248 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 41597 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 25166 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 478570 | GrossReceiptsTotal |
| Charitable Contributions Total | 398285 | CharitableContributionsTotal |
| Gross Revenue Total Events | 80285 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 84800 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 36201 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 121001 | DirectExpenseSummaryEvents |
| Net Income Summary | -40716 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL ASSISTANCE AS A REDUCTION IN TUITION | TypeOfGrant |
| Number Of Recipients | 203 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1522691 | AmountOfNonCashAssistance |
| Method Of Valuation | AMOUNT OF REDUCTION IN TUITION | MethodOfValuation |
| Description Of Non Cash Assistance | REDUCTION IN TUITION COST FROM NON-CASH FINANCIAL ASSISTANCE | DescriptionOfNonCashAssistance |
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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY SHAFRON | ||||||||||||||
| HEAD OF SCHOOL | 230265 | 0 | 32500 | 0 | 0 | 0 | 11513 | 0 | 17796 | 0 | 292074 | 0 | 112500 | 0 |
| BONNIE VAVRA | ||||||||||||||
| CFO | 141032 | 0 | 15000 | 0 | 0 | 0 | 7052 | 0 | 912 | 0 | 163996 | 0 | 70516 | 0 |
| ANDREW FRANK | ||||||||||||||
| LOWER SCHOOL PRINCIPAL | 131164 | 0 | 10000 | 0 | 17122 | 0 | 6558 | 0 | 5148 | 0 | 169992 | 0 | 65582 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | SIDNEY KIRSCHNER, A TRUSTEE, RECEIVED A W-2 WHICH INCLUDES PAYROLL TAXES TO COVER REPORTABLE TAXABLE FRINGE BENEFITS ASSOCIATED WITH TUITION ASSISTANCE. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| SIDNEY KIRSCHNER | PRIOR HEAD OF SCHOOL | 18306 | TUITION ASSISTANCE |
| DREW FRANK | LOWER SCHOOL PRINCIPAL | 16494 | TUITION ASSISTANCE |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD PRESIDENT, HEAD OF SCHOOL AND CFO REVIEW THE RETURN IN DETAIL PRIOR TO FILING, AND A COPY IS PROVIDED FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS BOARD MEMBERS AND OFFICERS READ AND SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE READ THE POLICIES AND PROCEDURES AND THAT NO CONFLICTS EXIST. SHOULD CONFLICTS ARISE, THE ISSUES ARE DISCUSSED AND RESOLVED BY AN INDEPENDENT COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS, CFO COMPENSATION BY CEO IN CONSULTATION WITH THE BOARD OF DIRECTORS, AND KEY EMPLOYEE COMPENSATION DETERMINED BY THE CEO AND CFO IN CONSULTATION WITH THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THESE ITEMS ARE MADE AVAILABLE AT THE ORGANIZATION OFFICES UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 8 | DURING THE YEAR ENDED JUNE 30, 2013, THE ACADEMY'S MANAGEMENT DISCOVERED THAT PREVIOUSLY ISSUED FINANCIAL STATEMENTS CONTAINED TWO ERRORS. LAND OF $1,480,000 THAT HAD BEEN ACQUIRED DURING OCTOBER 1999 HAD BEEN IMPROPERLY CLASSIFIED AS A BUILDING AND WAS BEING DEPRECIATED OVER 40 YEARS. IN ADDITION, A BUILDING OF $1,320,000 THAT WAS ACQUIRED WITH THE LAND, AND THEN DEMOLISHED DURING 2003, HAD NOT BEEN WRITTEN OFF IN THE ACADEMY'S FINANCIAL RECORDS AND HAD CONTINUED TO BE DEPRECIATED THROUGH JUNE 30, 2012. THE EFFECT OF THESE ERRORS AS OF JUNE 30, 2012 WAS AN OVERSTATEMENT OF PROPERTY AND EQUIPMENT AND UNRESTRICTED NET ASSETS OF $427,897. DEPRECIATION EXPENSE FOR THE YEAR ENDED JUNE 30, 2012 WAS OVERSTATED BY $69,801, THEREBY UNDERSTATING THE INCREASE IN NET ASSETS FOR THE YEAR ENDED JUNE 30,2012 BY THE SAME AMOUNT. |
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