WINSTON SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WINSTON SCHOOL (EIN 75-1450819)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-15
- IRS object ID
- 201300159349300040
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-15T14:06:26-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743001153 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMB HELIN DONOVAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5550 LBJ FREEWAY SUITE 750 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751450819 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINSTON SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WINS | NameControl |
| Phone | 2146916950 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5707 ROYAL LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75229 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELISSA STEWART | Name |
| Title | CHAIRMAN OF THE BOARD | Title |
| Phone | 2146916950 | Phone |
| Date Signed | 2012-12-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES D HODGES | Name |
| PTIN | P00263906 | PTIN |
| Phone | 9727885315 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MELISSA STEWART | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5707 ROYAL LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5645278 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WINSTON-SCHOOL.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | 501(C) | TypeOfOrgOtherDescription |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE WINSTON SCHOOL MISSION STATEMENT:THE MISSION OF THE WINSTON SCHOOL IS TO REALIZE THE EXTRAORDINARY POTENTIAL OF BRIGHT STUDENTS WHO LEARN DIFFERENTLY THROUGH INDIVIDUALIZED LEARNING STRATEGIES AND TO PREPARE GRADUATES FOR COLLEGE-LEVEL WORK.THE WINSTON SCHOOL PROVIDES A SAFE, SUPPORTIVE EDUCATIONAL ENVIRONMENT, INSPIRING STUDENTS'SELF-CONFIDENCE AND SELF-RELIANCE WITH FULL PARENTAL INVOLVEMENT, A WINSTON SCHOOL EDUCATION PREPARES ALL STUDENTS FOR FUTURE CHALLENGES AND ACCOMPLISHMENTS.THE WINSTON SCHOOL CONTRIBUTES TO THE NEIGHBORHOOD AND LARGER COMUNITY THROUGH RESEARCH, PUBLIC AWARENESS PROGRAMS AND BY BEING A MODEL FOR EDUCATIONAL EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 77 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 365168 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 707964 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5114358 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4802987 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 109896 | InvestmentIncomePriorYear |
| Investment Income Current Year | 108078 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16113 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26249 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5605535 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5645278 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 469063 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 446007 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3151680 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3298919 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 308 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1760026 | OtherExpensePriorYear |
| Other Expenses Current Year | 1523360 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5380769 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5268286 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 224766 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 376992 | RevenuesLessExpensesCY |
| Total Assets BOY | 10850901 | TotalAssetsBOY |
| Total Assets EOY | 10896423 | TotalAssetsEOY |
| Total Liabilities BOY | 1619329 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1316365 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9231572 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9580058 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE OTHE WINSTON SCHOOL MISSION STATEMENT:THE MISSION OF THE WINSTON SCHOOL IS TO REALIZE THE EXTRAORDINARY POTENTIAL OF BRIGHT STUDENTS WHO LEARN DIFFERENTLY THROUGH INDIVIDUALIZED LEARNING STRATEGIES AND TO PREPARE GRADUATES FOR COLLEGE-LEVEL WORK.THE WINSTON SCHOOL PROVIDES A SAFE, SUPPORTIVE EDUCATIONAL ENVIRONMENT, INSPIRING STUDENTS'SELF-CONFIDENCE AND SELF-RELIANCE WITH FULL PARENTAL INVOLVEMENT, A WINSTON SCHOOL EDUCATION PREPARES ALL STUDENTS FOR FUTURE CHALLENGES AND ACCOMPLISHMENTS.THE WINSTON SCHOOL CONTRIBUTES TO THE NEIGHBORHOOD AND LARGER COMUNITY THROUGH RESEARCH, PUBLIC AWARENESS PROGRAMS AND BY BEING A MODEL FOR EDUCATIONAL EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2948443 | Expense |
| Grants | 446007 | Grants |
| Revenue | 4438089 | Revenue |
| Description | "THE WINSTON SCHOOL"EDUCATIONAL INSTRUCTION FOR GRADES 1-12 FOR APPROX 205 STUDENTS IN THE DFW AREA WHO HAVE DIAGNOSED LEARNING DIFFERENCES. THE WINSTON SCHOOL IS ACCREDITTED BY THE INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST AND THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11694 | Expense |
| Revenue | 26373 | Revenue |
| Description | "WINSTON SCIENCE" A PROGRAM THAT PROVIDED A LARGE SCIENCE FAIR TO LOCAL SCHOOLS, TEACHERS, AND STUDENTS, WITH PARTICAPATION IN THE COMMUNITY OF OVER 29,000 STUDENTS, TO PROMOTE LEARNING IN SCIENCE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2960137 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 77 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS PAM WORSHAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2146916950 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5707 ROYAL LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75229 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| MELISSA R STEWART | |||||||
| OFFICER - CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | |
| DEBBIE TUNNELL | |||||||
| OFFICER - SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| ROBERT S HAYS | |||||||
| OFFICER - TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| CRAIG LENTZCH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CRAIG WATKINS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES BIRCH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JANE CLARKE MCMANUS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOSH R FEFERMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KENNETH YUAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHELLE EARLY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| NANCY K BEST | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RAY H MARR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RHEA M WOLFRAM | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT B CROWDER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| VIRGINIA L PETTEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILBUR L SMITHER III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILL MORRIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CLIFF HUTCHINSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFFREY GRAHAM | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JENNIFER CORRIGAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| EMILY CORRIGAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| NANCY FURNEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAWN GIBBS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ARNOLD HOLTBERG | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| POLLY PETERSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DR POLLY PETERSON | |||||||
| KEY EMPLOYEE - HEAD OF SCH | 40.00 | 193000 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 193000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 707964 | AllOtherContributions |
| Total Contributions | 707964 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | 4464462 | 4464462 | |
| FOOD SERVICES | 611710 | 174852 | $174,852 | |
| OTHER ACTIVITIES AND S | 611710 | 163673 | $163,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4802987 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108078 | TotalRevenueColumn |
| Exclusion | $108,078 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 26249 | 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 | 26249 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26249 | TotalRevenueColumn |
| Exclusion | $26,249 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5645278 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4464462 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $472,852 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446007 | Total |
| Program Services | 446007 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2832815 | Total |
| Program Services | 2150744 | ProgramServices |
| Management And General | 682071 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62175 | Total |
| Management And General | 62175 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209341 | Total |
| Management And General | 209341 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194588 | Total |
| Program Services | 151258 | ProgramServices |
| Management And General | 43330 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8913 | Total |
| Management And General | 8913 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20600 | Total |
| Management And General | 20600 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53581 | Total |
| Management And General | 53581 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28873 | Total |
| Management And General | 28873 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13042 | Total |
| Management And General | 13042 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235650 | Total |
| Management And General | 235650 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69608 | Total |
| Management And General | 69608 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| OTHER MANAGEMENT EXPENS | 880657 | 880657 | ||
| OTHER PROGRAM EXPENSES | 212128 | 212128 | ||
| OTHER FUNDRAISING EXPEN | 308 | 308 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5268286 | Total |
| Program Services | 2960137 | ProgramServices |
| Management And General | 2307841 | ManagementAndGeneral |
| Fundraising | 308 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1585756 | BOY |
| EOY | 2224705 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 751686 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167318 | BOY |
| EOY | 661976 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166005 | BOY |
| EOY | 100829 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35657 | BOY |
| EOY | 54336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7535252 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4564235 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3130940 | BOY |
| EOY | 2971017 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4983539 | BOY |
| EOY | 4853560 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30000 | BOY |
| EOY | 30000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10850901 | BOY |
| EOY | 10896423 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280864 | BOY |
| EOY | 257085 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1239947 | BOY |
| EOY | 949145 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98518 | BOY |
| EOY | 110135 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1619329 | BOY |
| EOY | 1316365 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3834983 | BOY |
| EOY | 3837484 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1259338 | BOY |
| EOY | 1665407 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4137251 | BOY |
| EOY | 4077167 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9231572 | BOY |
| EOY | 9580058 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10850901 | BOY |
| EOY | 10896423 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 376992 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -28506 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| 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 | 4983539 | BeginningOfYearBalance |
| Contributions | 28818 | Contributions |
| Investment Earnings Or Losses | 78472 | InvestmentEarningsOrLosses |
| Other Expenditures | 220445 | OtherExpenditures |
| Administrative Expenses | 16824 | AdministrativeExpenses |
| End Of Year Balance | 4853560 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4350217 | BeginningOfYearBalance |
| Contributions | 11352 | Contributions |
| Investment Earnings Or Losses | 703384 | InvestmentEarningsOrLosses |
| Other Expenditures | 65195 | OtherExpenditures |
| Administrative Expenses | 16219 | AdministrativeExpenses |
| End Of Year Balance | 4983539 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3971310 | BeginningOfYearBalance |
| Contributions | 19694 | Contributions |
| Investment Earnings Or Losses | 523409 | InvestmentEarningsOrLosses |
| Other Expenditures | 150000 | OtherExpenditures |
| Administrative Expenses | 14196 | AdministrativeExpenses |
| End Of Year Balance | 4350217 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4633173 | BeginningOfYearBalance |
| Contributions | 121125 | Contributions |
| Investment Earnings Or Losses | -725298 | InvestmentEarningsOrLosses |
| Other Expenditures | 47463 | OtherExpenditures |
| Administrative Expenses | 10227 | AdministrativeExpenses |
| End Of Year Balance | 3971310 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00300 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99700 | PermanentEndowmentEOYBalance |
| 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 | 180734 | InvestmentCostOrOtherBasis |
| Book Value | 180734 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 5462011 | InvestmentCostOrOtherBasis |
| Depreciation | 2947673 | Depreciation |
| Book Value | 2514338 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 517428 | InvestmentCostOrOtherBasis |
| Depreciation | 333206 | Depreciation |
| Book Value | 184222 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1375079 | InvestmentCostOrOtherBasis |
| Depreciation | 1283356 | Depreciation |
| Book Value | 91723 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2971017 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE OBLIGATIONS | Description |
| Amount | $110,135 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 110135 | TotalOfAmounts |
| Total Revenue | 5645278 | TotalRevenue |
| Total Expenses | 5268286 | TotalExpenses |
| Excess Or Deficit For Year | 376992 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -28506 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -28506 | TotalAdjustments |
| Excess Or Deficit Per FS | 348486 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5186727 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -28506 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -28506 | RevenueNotRptdF990 |
| Revenue Subtotal | 5215233 | RevenueSubtotal |
| Other Revenues Not Included | 430045 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 430045 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5645278 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4838241 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4838241 | ExpensesSubtotal |
| Other Expenses Not Included | 430045 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 430045 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5268286 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XII LINE 2D AND PART XIII, LINE 4B: SCHOLARSHIPS AWARDED AND PRESENTED NET AGAINST REVENUE AND TUITION ON THE AUDITED FINANCIAL STATEMENTS. | Explanation |
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 | EACH YEAR, THE INDEPENDENT SCHOOL ASSOCIATION OF ADMISSION DIRECTORS, A LOCAL COALITION OF 16 SCHOOLS, OF WHICH WE BELONG TO, PUBLISHES, ON AN ANNUAL BASIS, OUR NONDISCRIMINATORY POLICY IN ALL ISSUES OF THE DALLAS MORNING NEWS. | Explanation |
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 | TUITION SCHOLARSHIPS AND GRANTS | TypeOfGrant |
| Number Of Recipients | 39 | NumberOfRecipients |
| Amount Of Cash Grant | 446007 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DR POLLY PETERSON | NamePerson |
| Base Compensation Filing Org | 165000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 28000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 193000 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION IS REQUIRED TO PROVIDE A THIRTY DAY PERIOD FOR PROPER DUE DILEGENCE AND REVIEW BY THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH SCHOOL YEAR, DURING THE FIRST BOARD OF TRUSTEE MEETING, THE TRUSTEES ARE HANDED A NEW CONFLICT OF INTEREST POLICY. THE POLICY IS DISCUSSED AND IF ANYONE HAS ANY CONFLICT, THEN IT IS RAISED AT THIS MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD HAS AN ANNUAL VOTE AND ELECTED COMPENSATION COMMITTEE TO DECIDE THE AMOUNTS OF COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY OFFICALS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE ORGANIZATION ASKS FOR A PERIOD OF 5 BUSINESS DAYS TO PROPERLY DELIVER THE REQUESTED DOCUMENTS TO THE INTERESTED PARTIES. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -28,506. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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