LOUISE S MCGEHEE SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOUISE S MCGEHEE SCHOOL (EIN 72-0408943)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-02
- IRS object ID
- 201441229349300974
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-02T15:16:50-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720136870 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOURGEOIS BENNETT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS BLVD 17TH FLOOR | AddressLine1 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 70005 | 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 | 720408943 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUISE S MCGEHEE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOUI | NameControl |
| Phone | 5045611224 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2343 PRYTANIA STREET | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70130 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EILEEN F POWERS | Name |
| Title | HEADMISTRESS | Title |
| Phone | 5045611224 | Phone |
| Date Signed | 2014-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL PECHON | Name |
| PTIN | P01073556 | PTIN |
| Phone | 5048314949 | 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 | EILEEN F POWERS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2343 PRYTANIA STREET | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15457641 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | MCGEHEESCHOOL.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE A COLLEGE PREPARATORY EDUCATION IN AN INCLUSIVE ENVIRONMENT WHICH FOSTERS SELF-ESTEEM, ENCOURAGES HIGH PERSONAL STANDARDS, ADDRESSES INDIVIDUAL STUDENT NEEDS AND EMPHASIZES ACTIVE STUDENT PARTICIPATION IN THE LEARNING PROCESS. THE PROGRAM USES TRADITIONAL & INNOVATIVE TEACHING STRATEGIES TO CHALLENGE STUDENTS, FOSTER ENTHUSIASM & A COMMITMENT TO LIFELONG LEARNING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 234 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2064883 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1445235 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9752077 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10274929 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 282534 | InvestmentIncomePriorYear |
| Investment Income Current Year | 805462 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 98128 | OtherRevenuePriorYear |
| Other Revenue Current Year | 76743 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12197622 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12602369 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 918000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 962900 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7426584 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7835280 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 207549 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3676846 | OtherExpensePriorYear |
| Other Expenses Current Year | 3778932 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12021430 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12577112 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 176192 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 25257 | RevenuesLessExpensesCY |
| Total Assets BOY | 21566021 | TotalAssetsBOY |
| Total Assets EOY | 22014860 | TotalAssetsEOY |
| Total Liabilities BOY | 9614047 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9506241 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11951974 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12508619 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE A COLLEGE PREPARATORY EDUCATION TO GIRLS IN AN INCLUSIVE ENVIRONMENT WHICH FOSTERS SELF-ESTEEM, ENCOURAGES HIGH PERSONAL STANDARDS, ADDRESSES INDIVIDUAL STUDENT NEEDS AND EMPHASIZES ACTIVE STUDENT PARTICIPATION IN THE LEARNING PROCESS. THE PROGRAM USES TRADITIONAL & INNOVATIVE TEACHING STRATEGIES TO CHALLENGE STUDENTS, AND TO FOSTER ENTHUSIASM & A COMMITMENT TO LIFELONG LEARNING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8149434 | Expense |
| Revenue | 10274929 | Revenue |
| Description | INSTRUCTION AND STUDENT ACTIVITY FOR 539 STUDENTS ATTENDING PRE-K THROUGH TWELFTH GRADE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 962900 | Expense |
| Grants | 962900 | Grants |
| Description | FINANCIAL AID FOR 151 STUDENTS ENCOMPASSING ALL GRADE LEVELS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9112334 | 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 | 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 | 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 | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 234 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | 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 | BONNIE LAGRAIZE BUSINESS OFFICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5045611224 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2343 PRYTANIA STREET | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70130 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CHARLOTTE TRAVIESO | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ELLEN COLEMAN | ||||||
| 1ST VP | 1.00 | X | X | 0 | 0 | 0 |
| TARA HERNANDEZ | ||||||
| 2ND VP | 1.00 | X | X | 0 | 0 | 0 |
| PETER MOSS | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| ERIN WESTON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| HERSCHEL ABBOTT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MUFFIN BALART | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MORRIS BART | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ADELAIDE WISDOM BENJAMIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| AL BIENVENU | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT BROWN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHARLOTTE CHRISTMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD CURRENCE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARGO JACKSON DUBOS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAROLYN FITZPATRICK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIM FRANCIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JIMMY KOCK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAROLYN WOOD LORIO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELISE LAPEYRE MERLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BETSY NALTY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HARRIET NELSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHUCK PERRET | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARGO SANDERS PHELPS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PERRIN ROME | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY SCHMIDT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MELISSA STEINER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN STOCKMEYER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CATHERINE BURNS TREMAINE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE VILLERE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES WILLIAMS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE YOUNG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT ZANDER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| EILEEN POWERS | ||||||
| HEADMISTRESS | 40.00 | X | 325807 | 0 | 16250 | |
| BONNIE M LAGRAIZE | ||||||
| BUSINESS OFFICER | 40.00 | X | 98190 | 0 | 4910 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 423997 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 21160 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DINO'S KIDS CATERING | |||||
| 5125 ACADEMY DR | METAIRIE | LA | 70003 | CAMPUS AND SPECIAL EVENT CATERING | 189810 |
| MR SPARKLE JANITORIAL | |||||
| 10164 JEFFERSON HWY | RIVER RIDGE | LA | 70123 | DAILY JANITORIAL SERVICES | 154980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 1445235 | AllOtherContributions |
| Total Contributions | 1445235 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611110 | 10095240 | 10095240 |
| MISCELLANEOUS INCOME | 611110 | 106121 | 106121 |
| AUXILIARY ACTIVITIES | 611110 | 73568 | 73568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10274929 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73994 | TotalRevenueColumn |
| Exclusion | $73,994 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3496024 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2764556 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 731468 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 731468 | TotalRevenueColumn |
| Exclusion | $731,468 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 167459 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 90716 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76743 | TotalRevenueColumn |
| Exclusion | $76,743 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12602369 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10274929 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $882,205 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 962900 | Total |
| Program Services | 962900 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570326 | Total |
| Program Services | 405867 | ProgramServices |
| Management And General | 164459 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6123996 | Total |
| Program Services | 4358085 | ProgramServices |
| Management And General | 1765911 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251399 | Total |
| Program Services | 192427 | ProgramServices |
| Management And General | 58972 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420075 | Total |
| Program Services | 298942 | ProgramServices |
| Management And General | 121133 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469484 | Total |
| Program Services | 265961 | ProgramServices |
| Management And General | 203523 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31240 | Total |
| Management And General | 31240 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65243 | Total |
| Program Services | 55457 | ProgramServices |
| Management And General | 9786 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132832 | Total |
| Program Services | 106265 | ProgramServices |
| Management And General | 26567 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11282 | Total |
| Management And General | 11282 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54367 | Total |
| Management And General | 54367 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 755642 | Total |
| Program Services | 642296 | ProgramServices |
| Management And General | 113346 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309945 | Total |
| Management And General | 309945 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PLANT EXPENSES | 571996 | 461673 | 110323 | |
| INSTRUCTIONAL MATERIALS | 431867 | 344830 | 87037 | |
| TUITION REMISSION | 354185 | 354185 | ||
| LITTLE GATE | 230642 | 230642 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 829691 | Total |
| Program Services | 432804 | ProgramServices |
| Management And General | 276375 | ManagementAndGeneral |
| Fundraising | 120512 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12577112 | Total |
| Program Services | 9112334 | ProgramServices |
| Management And General | 3257229 | ManagementAndGeneral |
| Fundraising | 207549 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4265988 | BOY |
| EOY | 1888784 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2385807 | BOY |
| EOY | 1665095 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536250 | BOY |
| EOY | 649474 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150788 | BOY |
| EOY | 106594 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69437 | BOY |
| EOY | 68535 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220584 | BOY |
| EOY | 474587 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20210208 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9807562 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8293430 | BOY |
| EOY | 10402646 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5482699 | BOY |
| EOY | 6603126 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161038 | BOY |
| EOY | 156019 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21566021 | BOY |
| EOY | 22014860 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531543 | BOY |
| EOY | 549801 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2352350 | BOY |
| EOY | 2567341 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6650000 | BOY |
| EOY | 6300000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80154 | BOY |
| EOY | 89099 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9614047 | BOY |
| EOY | 9506241 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6435866 | BOY |
| EOY | 6126512 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2125174 | BOY |
| EOY | 2965678 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3390934 | BOY |
| EOY | 3416429 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11951974 | BOY |
| EOY | 12508619 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21566021 | BOY |
| EOY | 22014860 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 25257 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 531388 | ReconciliationUnrealizedInvest |
| 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 | 0 | 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 | 5255528 | BeginningOfYearBalance |
| Contributions | 30595 | Contributions |
| Investment Earnings Or Losses | 1336404 | InvestmentEarningsOrLosses |
| Other Expenditures | 443437 | OtherExpenditures |
| Administrative Expenses | 55245 | AdministrativeExpenses |
| End Of Year Balance | 6123845 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4976623 | BeginningOfYearBalance |
| Contributions | 16580 | Contributions |
| Investment Earnings Or Losses | 630695 | InvestmentEarningsOrLosses |
| Other Expenditures | 351666 | OtherExpenditures |
| Administrative Expenses | 16704 | AdministrativeExpenses |
| End Of Year Balance | 5255528 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4185426 | BeginningOfYearBalance |
| Contributions | 60670 | Contributions |
| Investment Earnings Or Losses | 1079658 | InvestmentEarningsOrLosses |
| Other Expenditures | 330779 | OtherExpenditures |
| Administrative Expenses | 18352 | AdministrativeExpenses |
| End Of Year Balance | 4976623 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3874827 | BeginningOfYearBalance |
| Contributions | 3600 | Contributions |
| Investment Earnings Or Losses | 649699 | InvestmentEarningsOrLosses |
| Other Expenditures | 318114 | OtherExpenditures |
| Administrative Expenses | 24586 | AdministrativeExpenses |
| End Of Year Balance | 4185426 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5370050 | BeginningOfYearBalance |
| Contributions | 29496 | Contributions |
| Investment Earnings Or Losses | -1067607 | InvestmentEarningsOrLosses |
| Other Expenditures | 456440 | OtherExpenditures |
| Administrative Expenses | 672 | AdministrativeExpenses |
| End Of Year Balance | 3874827 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01120 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43090 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.55790 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1310583 | InvestmentCostOrOtherBasis |
| Book Value | 1310583 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 17628152 | InvestmentCostOrOtherBasis |
| Depreciation | 9066133 | Depreciation |
| Book Value | 8562019 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1025606 | InvestmentCostOrOtherBasis |
| Depreciation | 668599 | Depreciation |
| Book Value | 357007 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 245867 | InvestmentCostOrOtherBasis |
| Depreciation | 72830 | Depreciation |
| Book Value | 173037 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10402646 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE PAYABLE | Description |
| Amount | $89,099 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 89099 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 12170857 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 531388 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 531388 | RevenueNotRptdF990 |
| Revenue Subtotal | 11639469 | RevenueSubtotal |
| Other Revenues Not Included | 962900 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 962900 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12602369 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11614212 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11614212 | ExpensesSubtotal |
| Other Expenses Not Included | 962900 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 962900 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12577112 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL HAS RECEIVED A TAX-EXEMPT RULING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, IS NOT SUBJECT TO FEDERAL TAXES UNLESS THE SCHOOL HAS UNRELATED TRADE OR BUSINESS INCOME. ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. TAX YEARS ENDED JUNE 30, 2010 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. AS OF JUNE 30, 2013, MANAGEMENT OF THE SCHOOL BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 962,900. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 962,900. |
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 | THE ORGANIZATION'S RACIAL NONDISCRIMINATORY POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS ITS STUDENT APPLICATION PACKETS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 70077 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 70077 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 36544 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SPIRIT NIGHT | NameOfEvent2 |
| Gross Receipts Event2 | 29825 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 29825 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 11094 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 67557 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 67557 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 43078 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 167459 | GrossReceiptsTotal |
| Gross Revenue Total Events | 167459 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 90716 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90716 | DirectExpenseSummaryEvents |
| Net Income Summary | 76743 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID TO STUDENTS OF THE SCHOOL | TypeOfGrant |
| Number Of Recipients | 151 | NumberOfRecipients |
| Amount Of Cash Grant | 962900 | AmountOfCashGrant |
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 DOES NOT ISSUE GRANTS TO ORGANIZATIONS. IT ISSUES FINANCIAL ASSISTANCE FOR TUITION RELIEF TO STUDENTS OF THE SCHOOL BASED ON SPECIFIC CRITERIA. | 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 |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EILEEN POWERS | NamePerson |
| Title | HEADMISTRESS | Title |
| Base Compensation Filing Org | 325807 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 16250 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 342057 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
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 | LOUISIANA LOCAL GOVERNMENT ENVIRONMENTAL FACILITIES & COMMUNITY DEVELOPMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 721416168 | IssuerEIN |
| CUSIP Number | 546282CH5 | CUSIPNumber |
| Date Issued | 2010-06-17 | DateIssued |
| Issue Price | 7000000 | IssuePrice |
| Description Of Purpose | SEE DESCRIPTION OF PURPOSE IN SCHEDULE K, PAGE 3, PART VI | 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 | 7000000 | TotalProceeds |
| Amount In Reserve Fund | 76916 | AmountInReserveFund |
| Issuance Costs From Proceeds | 135689 | IssuanceCostsFromProceeds |
| Other Spent Proceeds | 6787395 | OtherSpentProceeds |
| Year Of Subst Completion | 2015 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | 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 |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITNEY NATIONAL | BusinessNameLine1 |
| Business Name Line2 | BANK | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedge |
| Superintegrated Hedge | 1 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE K, PAGE 1, PART I, LINE A(F) | Identifier |
| Return Reference | DESCRIPTION OF PURPOSE | ReturnReference |
| Explanation | THE LOUISE S. MCGEHEE SCHOOL WILL USE THE PROCEEDS OF THE BONDS TO (A) REFINANCE THE PRIOR LOANS; (B) FINANCE THE CONSTRUCTION, RENOVATION, EQUIPPING AND FURNISHING OF CERTAIN BUILDINGS AND FACILITIES ON THE CAMPUS OF THE LOUISE S. MCGEHEE SCHOOL IN NEW ORLEANS, LOUISIANA AND (C) PAY A PORTION OF THE COSTS OF ISSUANCE OF THE BONDS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | GENE DRY | NameOfInterestedPerson |
| Relationship With Organization | TRUSTEE | RelationshipWithOrganization |
| Amount Of Grant | 8180 | AmountOfGrant |
| Type Of Assistance | WIFE IS EMPLOYEE OF MCGEHEE AND ELIGIBLE FOR TUITION REMISSION | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| GENE DRY | |||
| TRUSTEE | 27525 | PARTNER IN COMPANY THAT PROVIDES TELEPHONE SERVICE TO THE SCHOOL | 0 |
| BETSY NALTY | |||
| TRUSTEE | 0 | DAUGHTER IS AN EMPLOYEE OF MCGEHEE | 0 |
| CAROLYN LORIO | |||
| TRUSTEE | 0 | HUSBAND IS SENIOR OFFICER AT WHITNEY BANK AND HANDLES SOME OF MCGEHEE'S ACCOUNTS | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GENE DRY AND TARA HERNANDEZ HAD A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | WHEN THE ORGANIZATION'S CPA FIRM HAS COMPLETED PREPARATION OF THE FORM 990, A DRAFT OF THE FORM IS PROVIDED TO THE BOARD TREASURER AND THE FINANCE COMMITTEE FOR REVIEW AND DISCUSSION. FOLLOWING THIS REVIEW AND ANY RESULTING REVISIONS, THE TREASURER APPROVES THE FORM AND AUTHORIZES THE CPA FIRM TO FINALIZE THE RETURN FOR SIGNATURE AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS EACH TRUSTEE SIGNS AN ACKNOWLEDGEMENT THAT THEY ARE AWARE OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ARE IN COMPLIANCE WITH IT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES UTILIZES THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION OF THE HEADMISTRESS. THE CONSULTANT SPECIALIZES IN COMPENSATION FOR INDEPENDENT SCHOOLS AND USES COMPARABLE DATA IN ITS RECOMMENDATIONS. THE RECOMMENDATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND PRESENTED TO THE FULL BOARD FOR DISCUSSION AND APPROVAL. THE ORGANIZATION'S EMPLOYEE BENEFITS LEGAL COUNSEL IS USED TO PREPARE THE HEADMISTRESS'S EMPLOYMENT AGREEMENT. THE COMPENSATION OF THE BUSINESS OFFICER IS DETERMINED BY THE HEADMISTRESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL OF THE ORGANIZATION'S GOVERNING AND REPORTING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
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