SANTA FE PREPARATORY SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SANTA FE PREPARATORY SCHOOL (EIN 85-0165745)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201301359349309775
- 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 J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T20:18:22-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850378315 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRACLOUGH & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1847 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87504 | 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 | 850165745 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA FE PREPARATORY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 5059821829 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 875050396 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE SACHS | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 5059821829 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RHONDA G WILLIAMS | Name |
| PTIN | P00527004 | PTIN |
| Phone | 5059833387 | 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 | JAMES LEONARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 875050396 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10066587 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SFPREP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | NM | StateLegalDomicile |
| Activity Or Mission Description | PRIVATE SCHOOL | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 172 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 993335 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3475137 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5987831 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5956343 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 577812 | InvestmentIncomePriorYear |
| Investment Income Current Year | 51853 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 115103 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14017 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7674081 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9497350 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4697760 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4699193 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 232755 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2657461 | OtherExpensePriorYear |
| Other Expenses Current Year | 2804869 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7355221 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7504062 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 318860 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1993288 | RevenuesLessExpensesCY |
| Total Assets BOY | 20228999 | TotalAssetsBOY |
| Total Assets EOY | 20953820 | TotalAssetsEOY |
| Total Liabilities BOY | 3760159 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2558817 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16468840 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18395003 | NetAssetsOrFundBalancesEOY |
| Mission Description | SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES SEVEN THROUGH TWELVE, DEDICATED TO EDUCATIONAL EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5960998 | Expense |
| Revenue | 5956343 | Revenue |
| Description | THE SCHOOL PROVIDED A COLLEGE PREPARATORY EDUCATION TO 312 STUDENTS IN GRADES SEVEN THROUGH TWELVE. | Description |
| Total Program Service Expense | 5960998 | 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 | 1 | 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 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 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 172 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 0 | 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 | BRUCE SACHS DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5059821829 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 875050396 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CAROL ROMERO-WIRTH | ||||||
| CHAIR | 20.00 | X | X | 0 | 0 | 0 |
| MELISSA CICCI | ||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 |
| STACY QUINN | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| ERNIE ROMERO | ||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 |
| MARC BERTRAM | ||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |
| ELIZABETH BRADLEY | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| KELSEY DALY BROWN | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| BILL BROYLES | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| FRIEDA BURNES | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| SALLY CORNING | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| ANDREW DAVIS | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| ANDY DUETTRA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LIZ LAWRENCE | ||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |
| DUNCAN MCBRANCH | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| JOE MCCLAUGHERTY | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| SUZANNE MOSS | ||||||
| TRUSTEE EMERITUS | 2.00 | X | 0 | 0 | 0 | |
| DENNIS ROMERO | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| HUNTER TEMPLE | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| WARREN THOMPSON | ||||||
| TRUSTEE EMERITUS | 2.00 | X | 0 | 0 | 0 | |
| JAMES LEONARD | ||||||
| HEAD OF SCHOOL | 55.00 | X | 164907 | 0 | 69102 | |
| BRUCE SACHS | ||||||
| DIRECTOR OF FINANCE | 50.00 | X | 91546 | 0 | 8347 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 256453 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 77449 | 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 |
| Fundraising Events | 116465 | FundraisingEvents |
| All Other Contributions | 3358672 | AllOtherContributions |
| Noncash Contributions | 229295 | NoncashContributions |
| Total Contributions | 3475137 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 5949855 | 5949855 |
| TICKET SALES | 611600 | 4897 | 4897 |
| OTHER EARNED REVENUES | 611600 | 1591 | 1591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5956343 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51562 | TotalRevenueColumn |
| Exclusion | $51,562 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9276 | TotalRevenueColumn |
| Exclusion | $9,276 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20050 | 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 | 20050 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20050 | TotalRevenueColumn |
| Exclusion | $20,050 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 466884 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 466593 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 291 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 291 | TotalRevenueColumn |
| Exclusion | $291 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 87335 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 116465 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 102644 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -15309 | TotalRevenueColumn |
| Exclusion | -$15,309 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9497350 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5956343 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $65,870 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318103 | Total |
| Management And General | 318103 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3376885 | Total |
| Program Services | 2810871 | ProgramServices |
| Management And General | 413184 | ManagementAndGeneral |
| Fundraising | 152830 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167618 | Total |
| Program Services | 134147 | ProgramServices |
| Management And General | 27016 | ManagementAndGeneral |
| Fundraising | 6455 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572847 | Total |
| Program Services | 458460 | ProgramServices |
| Management And General | 92329 | ManagementAndGeneral |
| Fundraising | 22058 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263740 | Total |
| Program Services | 184091 | ProgramServices |
| Management And General | 69891 | ManagementAndGeneral |
| Fundraising | 9758 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27588 | Total |
| Management And General | 27588 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9195 | Total |
| Management And General | 9195 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131767 | Total |
| Program Services | 57905 | ProgramServices |
| Management And General | 53150 | ManagementAndGeneral |
| Fundraising | 20712 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36213 | Total |
| Management And General | 33007 | ManagementAndGeneral |
| Fundraising | 3206 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97161 | Total |
| Program Services | 78517 | ProgramServices |
| Management And General | 12133 | ManagementAndGeneral |
| Fundraising | 6511 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105186 | Total |
| Program Services | 13950 | ProgramServices |
| Management And General | 90970 | ManagementAndGeneral |
| Fundraising | 266 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130804 | Total |
| Program Services | 130804 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17555 | Total |
| Program Services | 17550 | ProgramServices |
| Management And General | 5 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39768 | Total |
| Program Services | 19130 | ProgramServices |
| Management And General | 19199 | ManagementAndGeneral |
| Fundraising | 1439 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201 | Total |
| Management And General | 201 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513090 | Total |
| Program Services | 513090 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78585 | Total |
| Program Services | 15457 | ProgramServices |
| Management And General | 63128 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FINANCIAL AID | 759450 | 759450 | ||
| TEXTBOOKS | 199083 | 199083 | ||
| SUPPLIES | 154652 | 141648 | 12668 | 336 |
| MAINTENANCE & REPAIRS | 79456 | 79456 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425115 | Total |
| Program Services | 347389 | ProgramServices |
| Management And General | 68542 | ManagementAndGeneral |
| Fundraising | 9184 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7504062 | Total |
| Program Services | 5960998 | ProgramServices |
| Management And General | 1310309 | ManagementAndGeneral |
| Fundraising | 232755 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1529659 | BOY |
| EOY | 1449700 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1404609 | BOY |
| EOY | 3680691 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207074 | BOY |
| EOY | 215313 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1104354 | BOY |
| EOY | 150110 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104433 | BOY |
| EOY | 64775 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112943 | BOY |
| EOY | 95513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15281034 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6146111 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9472502 | BOY |
| EOY | 9134923 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5779604 | BOY |
| EOY | 5542818 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3762 | BOY |
| EOY | 2068 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510059 | BOY |
| EOY | 617909 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20228999 | BOY |
| EOY | 20953820 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666969 | BOY |
| EOY | 656762 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2781190 | BOY |
| EOY | 1564055 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312000 | BOY |
| EOY | 338000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3760159 | BOY |
| EOY | 2558817 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9644735 | BOY |
| EOY | 9437073 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637689 | BOY |
| EOY | 698915 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6186416 | BOY |
| EOY | 8259015 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16468840 | BOY |
| EOY | 18395003 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20228999 | BOY |
| EOY | 20953820 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1993288 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -67125 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 80000 | RevenuesIncluded |
| Assets In Part X | 80000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5000160 | BeginningOfYearBalance |
| Contributions | 2460015 | Contributions |
| Investment Earnings Or Losses | 59568 | InvestmentEarningsOrLosses |
| Other Expenditures | 260000 | OtherExpenditures |
| End Of Year Balance | 7259743 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4832004 | BeginningOfYearBalance |
| Contributions | 172587 | Contributions |
| Investment Earnings Or Losses | 578295 | InvestmentEarningsOrLosses |
| Other Expenditures | 582726 | OtherExpenditures |
| End Of Year Balance | 5000160 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4599568 | BeginningOfYearBalance |
| Contributions | 222758 | Contributions |
| Investment Earnings Or Losses | 159678 | InvestmentEarningsOrLosses |
| Other Expenditures | 150000 | OtherExpenditures |
| End Of Year Balance | 4832004 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4446603 | BeginningOfYearBalance |
| Contributions | 271951 | Contributions |
| Investment Earnings Or Losses | 118939 | InvestmentEarningsOrLosses |
| Other Expenditures | 237925 | OtherExpenditures |
| End Of Year Balance | 4599568 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | 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 | 18705 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 763130 | OtherCostOrOtherBasis |
| Book Value | 781835 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11977188 | OtherCostOrOtherBasis |
| Depreciation | 4243769 | Depreciation |
| Book Value | 7733419 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 216007 | OtherCostOrOtherBasis |
| Depreciation | 26786 | Depreciation |
| Book Value | 189221 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1376822 | OtherCostOrOtherBasis |
| Depreciation | 1079642 | Depreciation |
| Book Value | 297180 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 929182 | OtherCostOrOtherBasis |
| Depreciation | 795914 | Depreciation |
| Book Value | 133268 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9134923 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $338,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 338000 | TotalOfAmounts |
| Total Revenue | 9497350 | TotalRevenue |
| Total Expenses | 7504062 | TotalExpenses |
| Excess Or Deficit For Year | 1993288 | ExcessOrDeficitForYear |
| Other | -$67,125 | OtherAmount |
| Total Adjustments | -67125 | TotalAdjustments |
| Excess Or Deficit Per FS | 1926163 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9474328 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -67125 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 330 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 43974 | OtherRevenues |
| Revenue Not Rptd F990 | -22821 | RevenueNotRptdF990 |
| Revenue Subtotal | 9497149 | RevenueSubtotal |
| Other Revenues Not Included | 201 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 201 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9497350 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7548165 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 330 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 43974 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 44304 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7503861 | ExpensesSubtotal |
| Other Expenses Not Included | 201 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 201 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7504062 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE TO BE USED TO PRODUCE PRESENT AND FUTURE RETURNS TO BE EXPENDED OR ADDED TO PRINCIPAL. THE SCHOOL CURRENTLY HAS 24 SPECIFICALLY DIRECTED FUNDS THAT BENEFIT THE SCHOOL AND ITS OPERATIONS, PROVIDE FUNDS FOR FACULTY DEVELOPMENT AND RECOGNITION, AND PROVIDE FUNDS FOR STUDENT FINANCIAL AID. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | INCOME TAXES THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WAS ALSO DETERMINED NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THIS EXEMPTION IS ALSO RECOGNIZED BY THE STATE OF NEW MEXICO. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL FOLLOWS FASB ASC 740-10, INCOME TAXES, WHICH REQUIRES DISCLOSURE OF TAXABLE UNRELATED BUSINESS INCOME. NONE OF THE PRESENT OR ANTICIPATED FUTURE ACTIVITIES OF THE SCHOOL ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE ARE NO UNCERTAIN TAX POSITIONS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENTS -67,125. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES NETTED AGAINST INCOME | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | IMPUTED INTEREST ON EMPLOYEE LOANS | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES NETTED AGAINST INCOME | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | IMPUTED INTEREST ON EMPLOYEE LOANS |
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 | ALL INFORMATIONAL PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA AND SILENT AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 183580 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 103625 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 79955 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3378 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 19736 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6860 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 63609 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 20220 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 12840 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7380 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5330 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 1879 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 1852 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 203800 | GrossReceiptsTotal |
| Charitable Contributions Total | 116465 | CharitableContributionsTotal |
| Gross Revenue Total Events | 87335 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 8708 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 21615 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6860 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 65461 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 102644 | DirectExpenseSummaryEvents |
| Net Income Summary | -15309 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | JAMES LEONARD | NamePerson |
| Base Compensation Filing Org | 164907 | 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 | 44650 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 24452 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 234009 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | JAMES LEONARD, HEAD OF SCHOOL: DEFERRED COMPENSATION LIABILITY AS OF 6/30/12 WAS $338,000. THE PLAN IS FUNDED BY A WHOLE LIFE INSURANCE POLICY. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | JAMES LEONARD | NameOfInterestedPerson |
| Relationship With Organization | HEAD OF SCHOOL | RelationshipWithOrganization |
| Amount Of Grant | 13766 | AmountOfGrant |
| Type Of Assistance | TUITION REDUCTION | TypeOfAssistance |
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 | 80000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 30 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | THRIFT STORE VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 291 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | THRIFT STORE VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 56894 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON STOCK MARKET | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PROGRAM SUPPLIES | 3 | 1225 | WHOLESALE VALUE |
| X | EQUIPMENT | 5 | 31835 | THRIFT STORE VALUE |
| X | FOOD | 1 | 350 | RETAIL COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT OF THE BOARD, THE HEAD OF THE SCHOOL AND THE FINANCE CHAIRMAN REVIEW THE 990 PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SCHOOL HAS A SALARY SCALE AND LOOKS TO BENCHMARKS FROM OTHER ISAS AND NAIS SCHOOLS IN DETERMINING COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | INFORMATION IS MAILED OUT OR AVAILABLE TO BE PICKED UP AT THE SCHOOL UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | UNREALIZED LOSS ON INVESTMENTS -67,125. TOTAL TO FORM 990, PART XI, LINE 5: -67,125. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Comments