FRANKLIN ROAD ACADEMY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN ROAD ACADEMY INC (EIN 62-1138075)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201300459349302415
- Schema version
- 2011v1.5
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T15:59:53-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621199757 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LATTIMORE BLACK MORGAN & CAIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5203 MARYLAND WAY PO BOX 1869 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 370241869 | 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 | 621138075 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN ROAD ACADEMY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 6158328845 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FRANKLIN ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37220 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLENN L SEAGRAVES | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 6158328845 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JILL HUDSON | Name |
| PTIN | P00061190 | PTIN |
| Phone | 6153774600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GLENN L SEAGRAVES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FRANKLIN ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16249308 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FRANKLINROADACADEMY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | INSTRUCTIONAL & STUDENT ACTIVITIES CONDUCTED IN ORDER TO PREPARE STUDENTS INTELLECTUALLY FOR HIGHER LEVELS OF EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 262 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | -1677 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2075033 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1818185 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11740830 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13490016 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 101145 | InvestmentIncomePriorYear |
| Investment Income Current Year | 67277 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 351684 | OtherRevenuePriorYear |
| Other Revenue Current Year | 233777 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14268692 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15609255 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 983640 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2093390 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8502989 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8313033 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 66000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 66000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 382647 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5464137 | OtherExpensePriorYear |
| Other Expenses Current Year | 6801445 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15016766 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17273868 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -748074 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1664613 | RevenuesLessExpensesCY |
| Total Assets BOY | 36933686 | TotalAssetsBOY |
| Total Assets EOY | 35306124 | TotalAssetsEOY |
| Total Liabilities BOY | 11049305 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11123481 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25884381 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24182643 | NetAssetsOrFundBalancesEOY |
| Mission Description | FRANKLIN ROAD ACADEMY IS A COEDUCATIONAL, COLLEGE-PREPARATORY SCHOOL, SERVING QUALIFIED STUDENTS IN GRADES KINDERGARDEN THROUGH TWELVE. THE SCHOOL IS A CARING AND SUPPORTIVE COMMUNITY OF PARENTS, TEACHERS, AND STUDENTS WITHIN AN INCLUSIVE CHRISTIAN ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12950139 | Expense |
| Grants | 2093390 | Grants |
| Revenue | 13426316 | Revenue |
| Description | INSTRUCTIONAL & STUDENT ACTIVITIES - (1) EDUCATION FOR GRADES K-12 FOR APPROXIMATELY 815 STUDENTS. (2) INSTRUCTION FOR ATHLETICS, BAND, DAY CARE AND DAY CAMP. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 162872 | Expense |
| Revenue | 99826 | Revenue |
| Description | AUXILIARY ACTIVITIES - CAFETERIA, CONCESSIONS FOR ATHLETIC EVENTS, ANNUAL, BOOKSTORE AND SPECIAL STUDENT ACTIVITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13113011 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| 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 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 262 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAIGE BARNES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6153694474 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FRANKLIN ROAD NASHVILLE TN | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37220 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LISA SLIPKOVICH | ||||||
| CHAIR - DEVELOPMENT | 10.00 | X | 0 | 0 | 0 | |
| STERLING R AMBROSE | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| HARVEY A CROUCH | ||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | |
| CHRIS HOLMES | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| KIMBERLY JACKSON | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| KIM HARVEY LOONEY | ||||||
| CHAIR - POLICIES & PROCEDURES | 10.00 | X | 0 | 0 | 0 | |
| GARY MARCUM | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| CRAIG E PHILIP | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| LAURIE SEABURY | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| BETH SOMERS | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| JOHN TISHLER | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| MARK WEEKS | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| GLENN R FUNK | ||||||
| CHAIR - EDUCATION | 10.00 | X | 0 | 0 | 0 | |
| DOUG BERRY | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| DIANE CRUDELE | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| ALBERT RODEWALD | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| BETH SOMERS | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| ELIZABETH R NEWMAN | ||||||
| CHAIR - LEADERSHIP/COMMITTE ON TRUSTEES | 10.00 | X | 0 | 0 | 0 | |
| JOHN B COBEN | ||||||
| CHAIR - BUILDING/GROUNDS/MASTER PLAN | 10.00 | X | 0 | 0 | 0 | |
| STEVE C CHAMBLISS | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| RICHARD TOMICHEK | ||||||
| CHAIR - FINANCE COMMITTEE | 10.00 | X | 0 | 0 | 0 | |
| EDDIE ALEXANDER | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| MARGARET W WADE | ||||||
| HEADMASTER | 40.00 | 221125 | 0 | 40354 | X | |
| DAVID M PACK JR | ||||||
| ASSISTANT TO HEAD OF SCHOO | 40.00 | 164984 | 0 | 22861 | X | |
| GLENN L SEAGRAVES | ||||||
| DIRECTOR OF FINANCE | 40.00 | 124108 | 0 | 23458 | X | |
| STEVEN H HARRIS | ||||||
| DEAN OF UPPER SCHOOL | 40.00 | 90932 | 0 | 19944 | X | |
| MATT COWAN | ||||||
| CHAIRMAN | 10.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 601149 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 106617 | 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
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL FACILITY MANAGEMENT LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 18TH AVENUE SOUTH SUITE A | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | JANITORIAL | DescriptionOfServices |
| Compensation | 491015 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 119200 | FundraisingEvents |
| All Other Contributions | 1698985 | AllOtherContributions |
| Noncash Contributions | 115522 | NoncashContributions |
| Total Contributions | 1818185 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 13390190 | 13390190 |
| AUXILIARY ACTIVITIES | 900099 | 84371 | 84371 |
| ATHLETIC GATE RECEIPTS | 900099 | 15455 | 15455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13490016 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96890 | TotalRevenueColumn |
| Exclusion | $96,890 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19959 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1907 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 18052 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18052 | TotalRevenueColumn |
| Unrelated Business Revenue | -1677 | UnrelatedBusinessRevenue |
| Exclusion | $19,729 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 69896 | Securities |
| Other | 747 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72021 | Securities |
| Other | 28235 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2125 | Securities |
| Other | -27488 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -29613 | TotalRevenueColumn |
| Exclusion | -$29,613 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 717489 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 119200 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 537890 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 179599 | TotalRevenueColumn |
| Exclusion | $179,599 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| BAD DEBT RECOVERY | 900099 | 28010 | 28010 |
| MISCELLANEOUS | 900099 | 8116 | 8116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 36126 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15609255 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13526142 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -1677 | UnrelatedBusinessRevenue |
| Exclusion | $266,605 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2093390 | Total |
| Program Services | 2093390 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707766 | Total |
| Management And General | 707766 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6304271 | Total |
| Program Services | 5416438 | ProgramServices |
| Management And General | 705313 | ManagementAndGeneral |
| Fundraising | 182520 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238744 | Total |
| Program Services | 209124 | ProgramServices |
| Management And General | 12518 | ManagementAndGeneral |
| Fundraising | 17102 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540396 | Total |
| Program Services | 385246 | ProgramServices |
| Management And General | 118190 | ManagementAndGeneral |
| Fundraising | 36960 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 521856 | Total |
| Program Services | 352607 | ProgramServices |
| Management And General | 125645 | ManagementAndGeneral |
| Fundraising | 43604 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20810 | Total |
| Management And General | 20810 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46267 | Total |
| Management And General | 46267 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66000 | Total |
| Fundraising | 66000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20782 | Total |
| Management And General | 20782 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15250 | Total |
| Management And General | 15250 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141096 | Total |
| Management And General | 141096 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442588 | Total |
| Program Services | 184344 | ProgramServices |
| Management And General | 258244 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 704500 | Total |
| Program Services | 389012 | ProgramServices |
| Management And General | 315488 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26667 | Total |
| Management And General | 26667 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34081 | Total |
| Management And General | 34081 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000104 | Total |
| Program Services | 900094 | ProgramServices |
| Management And General | 90009 | ManagementAndGeneral |
| Fundraising | 10001 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1322152 | Total |
| Program Services | 1189936 | ProgramServices |
| Management And General | 118994 | ManagementAndGeneral |
| Fundraising | 13222 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145288 | Total |
| Management And General | 145288 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| INSTRUCTION & STUDENT A | 1073856 | 1073856 | |
| REPAIRS & MAINTENANCE | 551432 | 551432 | |
| ATHLETICS | 422243 | 422243 | |
| INSTRUCTIONAL MATERIALS | 150587 | 150587 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683742 | Total |
| Program Services | 346134 | ProgramServices |
| Management And General | 324370 | ManagementAndGeneral |
| Fundraising | 13238 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17273868 | Total |
| Program Services | 13113011 | ProgramServices |
| Management And General | 3778210 | ManagementAndGeneral |
| Fundraising | 382647 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773947 | BOY |
| EOY | 742901 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3566778 | BOY |
| EOY | 1586209 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6171234 | BOY |
| EOY | 5559819 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363605 | BOY |
| EOY | 91436 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206993 | BOY |
| EOY | 308139 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40456657 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16501289 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23623507 | BOY |
| EOY | 23955368 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2203622 | BOY |
| EOY | 3038252 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24000 | BOY |
| EOY | 24000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36933686 | BOY |
| EOY | 35306124 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1113112 | BOY |
| EOY | 682693 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525831 | BOY |
| EOY | 872809 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8700000 | BOY |
| EOY | 8250000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 710362 | BOY |
| EOY | 1317979 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11049305 | BOY |
| EOY | 11123481 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13402481 | BOY |
| EOY | 13292198 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10183547 | BOY |
| EOY | 8592092 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2298353 | BOY |
| EOY | 2298353 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25884381 | BOY |
| EOY | 24182643 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36933686 | BOY |
| EOY | 35306124 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1664613 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -37125 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 3023461 | BeginningOfYearBalance |
| Contributions | 52957 | Contributions |
| Investment Earnings Or Losses | 52511 | InvestmentEarningsOrLosses |
| Other Expenditures | 90677 | OtherExpenditures |
| End Of Year Balance | 3038252 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2522190 | BeginningOfYearBalance |
| Contributions | 58978 | Contributions |
| Investment Earnings Or Losses | 468146 | InvestmentEarningsOrLosses |
| Other Expenditures | 25853 | OtherExpenditures |
| End Of Year Balance | 3023461 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 963780 | BeginningOfYearBalance |
| Contributions | 1501000 | Contributions |
| Investment Earnings Or Losses | 44887 | InvestmentEarningsOrLosses |
| Other Expenditures | -12523 | OtherExpenditures |
| End Of Year Balance | 2522190 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1203843 | BeginningOfYearBalance |
| Contributions | 5762 | Contributions |
| Investment Earnings Or Losses | -209826 | InvestmentEarningsOrLosses |
| Other Expenditures | 35999 | OtherExpenditures |
| End Of Year Balance | 963780 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75650 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18350 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4962656 | OtherCostOrOtherBasis |
| Book Value | 4962656 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29176002 | OtherCostOrOtherBasis |
| Depreciation | 13383968 | Depreciation |
| Book Value | 15792034 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3491474 | OtherCostOrOtherBasis |
| Depreciation | 1575126 | Depreciation |
| Book Value | 1916348 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2575754 | OtherCostOrOtherBasis |
| Depreciation | 1542195 | Depreciation |
| Book Value | 1033559 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 250771 | OtherCostOrOtherBasis |
| Book Value | 250771 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23955368 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAP CONTRACT | Description |
| Amount | $1,317,979 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1317979 | TotalOfAmounts |
| Total Revenue | 15609255 | TotalRevenue |
| Total Expenses | 17273868 | TotalExpenses |
| Excess Or Deficit For Year | -1664613 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -37374 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 250 | DonatedServicesAndFacilities |
| Other | -$1 | OtherAmount |
| Total Adjustments | -37125 | TotalAdjustments |
| Excess Or Deficit Per FS | -1701738 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14058875 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -37374 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 250 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 539797 | OtherRevenues |
| Revenue Not Rptd F990 | 502673 | RevenueNotRptdF990 |
| Revenue Subtotal | 13556202 | RevenueSubtotal |
| Other Revenues Not Included | 2053053 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2053053 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15609255 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15760613 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 539797 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 539797 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15220816 | ExpensesSubtotal |
| Other Expenses Not Included | 2053052 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2053052 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17273868 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3), AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2012 AND 2011, THE SCHOOL HAS ACCRUED NO INTEREST AND NO PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. IT IS THE SCHOOL'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE SCHOOL FILES U.S. FEDERAL INFORMATION TAX RETURNS AND IS CURRENTLY OPEN TO AUDIT UNDER THE STATUE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED AFTER JUNE 30, 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ROUNDING -1. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFY RENTAL EXPENSES 1,907. FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE 537,890. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS RECLASSIFIED FROM INCOME 2,053,052. ROUNDING 1. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFY RENTAL EXPENSES 1,907. FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE 537,890. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS RECLASSIFIED FROM INCOME 2,053,052. |
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 | FRANKLIN ROAD ACADEMY'S NONDISCRIMINATION POLICY APPEARS ON PAGE 2 OF THE FRA STUDENT HANDBOOK, ON THE ADMISSION APPLICATION FORM, AND IN PRINTED ADMISSION MATERIALS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON & ASSOCIATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 WESTWOOD PLACE SUITE 250 | AddressLine1 |
| City | RENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 66000 | AmountRetainedByContractor |
| Net To Organization | -66000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 66000 | TotalRetainedByContractors |
| Total Net To Organization | -66000 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STARS & GUITARS DINNER & AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 747491 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 119200 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 628291 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 465652 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MAGAZINE SALES | NameOfEvent2 |
| Gross Receipts Event2 | 43474 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 43474 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 54406 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 45724 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 45724 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 17832 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 836689 | GrossReceiptsTotal |
| Charitable Contributions Total | 119200 | CharitableContributionsTotal |
| Gross Revenue Total Events | 717489 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 537890 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 537890 | DirectExpenseSummaryEvents |
| Net Income Summary | 179599 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | THE ORGANIZATION PAID THOMPSON & ASSOCIATES CONSULTING FEES IN CONNECTION WITH THEIR PLANNED GIVING CAMPAIGN. THOMPSON & ASSOCIATES DID NOT PARTICIPATE IN ANY DIRECT FUNDRAISING ACTIVITIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| FINANCIAL AID | 195 | 2053052 | BASED ON CURRENT FEE STRUCTURE | SCHOLARSHIPS FOR TUITION | |
| TURNER FELLOWS COLLEGE SCHOLARSHIPS | 12 | 40338 |
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 (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET W WADE | |||||||||||||
| 221024 | 0 | 101 | 0 | 0 | 0 | 24065 | 0 | 16289 | 0 | 261479 | 0 | 0 | 0 |
| DAVID M PACK JR | |||||||||||||
| 164933 | 0 | 51 | 0 | 0 | 0 | 13699 | 0 | 9162 | 0 | 187845 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH & EDUC FACILITIES BD OF METRO GOVT OF NASHVILLE AND DAVIDSON COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Issued | 2009-08-01 | DateIssued |
| Issue Price | 12000000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF NEW FACILITIES FOR SCHOOL | 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) |
|---|---|---|
| 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) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | D MATTHEW COWAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CHARIMAN OF THE BOARD | Relationship |
| Amount Of Transaction | 754645 | AmountOfTransaction |
| Description Of Transaction | HEALTH INSURANCE BROKER (COMMISSIONS ARE PAID BY BCBS) | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 925 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1921 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28440 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 |
|---|---|---|---|
| X | SPORTS EQUIPMENT | 3 | 7950 |
| X | CONSTRUCTION WORK | 1 | 8060 |
| X | TELEPHONE SYSTEM | 1 | 68226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | COMMITTEE WORK IS DONE AND RECOMMENDATIONS ARE MADE TO THE BOARD BY THE SUBCOMMITTEES OF THE BOARD. THE BOARD THEN MAKES A MOTION ON THE RECOMMENDATION. ALL BOARD DECISIONS ARE RECORDED IN THE MINUTES TAKEN AT THE BOARD MEETINGS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE REVIEWS THE AUDIT REPORT IN DETAIL AS A GENERAL PRACTICE. THE FORM 990 IS DISTRIBUTED TO THE FINANACE COMMITTEE FOR ITS REVIEW BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL BOARD MEMBERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE. THESE ARE REVIEWED DURING THE AUDIT PROCESS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMMITTEE IS APPOINTED BY THE CHAIRMAN OF THE BOARD TO EVALUATE THE PERFORMANCE OF THE HEAD OF SCHOOL. THE COMMITTEE LOOKS AT PERFORMANCE AND THE SALARIES OF PIER POSITIONS AT OTHER SCHOOLS AND RECOMMENDS A NEW SALARY FOR A THREE YEAR CONTACT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY OF THE FORM 990 IS AVAILABLE ON GUIDESTAR.COM. A COPY OF THE RETURN, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -37,374. DONATED SERVICES AND USE OF FACILITIES: 250. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: -37,125. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE FINANCE COMMITTEE SELECTS AND APPOINTS THE FIRM CHOSEN TO MANAGE THE AUDIT. THE AUDITED FINANCIALS ARE REVIEWED BY THE AUDIT COMMITTEE AND THE FINANCE COMMITTEE. | ||
| SCHEDULE B | THE AMOUNT OF CONTRIBUTIONS REPORTED ON SCHEDULE B DIFFERS FROM THE AMOUNT REPORTED ON PAGE 9, PART VIII LINE 1F. THIS RESULTS FROM THE ORGANIZATION'S METHOD OF REPORTING CONTRIBUTIONS FOR FINANCIAL PURPOSES VERSUS THE METHOD THEIR SOFTWARE TRACTS CONTRIBUTIONS FOR PURPOSES OF SCHEDULE B REPORTING. THE ORGANIZATION REPORTS PLEDGES AS INCOME IN THE YEAR MADE, BUT THEIR SCHEDULE B REPORTING SOFTWARE TRACKS CONTRIBUTIONS AS THE PAYMENTS ARE RECEIVED. THIS HAS RESULTED IN THE AMOUNT OF CONTRIBUTIONS REPORTED ON THE SCHEDULE B TO BE DIFFERENT THAN THE AMOUNT REPORTED AS CONTRIBUTIONS ON THIS RETURN. | SCHEDULE OF CONTRIBUTIONS |
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