2025-03-13T10:20:43-07:00 2024-06-30 Hozik & Company PLC 374 Maple Ave E Ste 305 Vienna VA 22180 990 2023-07-01 541371815 The J127 Education Foundation J127 7038540619 9657 Blake Lane Fairfax VA 22031 Christin Soly Executive Director/Treasurer 7038540619 2025-03-12 true true Corrie Scott P01295891 8588633319 2025-03-13 2023 2025-03-06 01:10:19Z Christin Soly 9657 Blake Lane Fairfax VA 22031 28540511 false X www.merrittacademy.org, www.firststepstysons.com X 1986 VA Elementary education and daycare services to 634 students ranging in age from 6 weeks to 14 years old. 4 2 377 4 0 0 741040 51508 15187332 16326197 -200169 328730 107229 121021 15835432 16827456 166916 177348 0 11874085 12486851 0 0 4078877 3947978 16119878 16612177 -284446 215279 29517575 30048743 14157009 13824386 15360566 16224357 Elementary education and daycare services to 634 students ranging in age from 6 weeks to 14 years old. false false 14441960 177348 16326197 Elementary education and daycare services to 634 students ranging in age from 6 weeks to 14 years old. 14441960 true true false false false false false false false false true true false true true false true false true false false false false false true false false false true true false false false false false true true false true false false false false true false false false true 6 0 true 377 true false false false false false false false false false false false false X 4 2 true false false false false true true true false false false false true true true true true false true false VA X Stephen Roberson 7032738000 9211 Arlington Blvd Fairfax VA 22031 Christin Soly Secretary/Merritt E.D. 30.00 X 187740 0 100584 Peter Smith Director of Facilities 40.00 X 151558 0 38291 Linda Potts School Principal 40.00 X 122504 0 14830 Kathlena Momm Director 40.00 X 116673 0 10051 Alfons Ostroveanu Director of IT 40.00 X 114669 0 1973 Sandy Briscoe Senior Accountant 40.00 X 109194 0 20565 Stephen Roberson Director of Finance 35.00 X 105804 0 77265 Amy Feather Director 1.00 X 0 0 0 Carol Edelstein Director 1.00 X 0 0 0 Teresa Merritt Chariman 2.00 X X 0 0 0 Paul Klaassen Vice Chairman 1.00 X X 0 0 0 908142 0 263559 7 false true false 8081 43427 34031 51508 Tution 611110 15740062 0 0 Other school related income 611110 586135 0 0 16326197 199 0 199 121021 0 121021 121021 121021 12024142 0 11693827 1784 330315 -1784 328531 0 0 328531 17444 8081 17444 0 0 0 16827456 16326197 0 449751 177348 177348 624374 93656 530718 0 9392973 8266866 1126107 0 50035 39505 10530 0 1696709 1530680 166029 0 722760 722760 0 0 55434 55434 0 0 20514 0 20514 0 4782 0 4782 0 176719 14878 161841 0 60236 60236 0 0 261620 234629 26991 0 33621 31564 2057 0 1607587 1530513 77074 0 107399 105360 2039 0 1332 1265 67 0 530206 503696 26510 0 290570 276042 14528 0 School activity expenses 47256 47256 0 0 Food services 508156 508156 0 0 School operations 242116 242116 0 0 Bad debt 430 0 430 0 16612177 14441960 2170217 0 3121338 2153584 811305 918613 198702 179273 15858103 9424957 6651759 6433146 8845325 10933867 9889146 9430260 29517575 30048743 786944 790511 3153787 3257991 10216278 9775884 14157009 13824386 X 15359066 16222857 1500 1500 15360566 16224357 29517575 30048743 215279 648512 X false true X true false X 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 5305599 1955212 3350387 8964479 6160801 2803678 1038885 871812 167073 549140 437132 112008 6433146 Pooled investment fund with the J127 Foundation 10933867 F 10933867 Security Deposits 29570 Finance lease right-of-use assets 43981 Operating lease right-of-use assets 9356709 9430260 Finance lease payable 45001 Operating lease liabilities 9730883 9775884 17311282 648512 -182130 466382 16844900 -17444 -17444 16827456 16447491 17444 17444 16430047 182130 182130 16612177 Pt XI, Line 2d Financial aid and investment fees Pt XII, Line 4b Financial aid and investment fees Pt XI, Line 4b Special event expenses Pt XII, Line 2d Special event expenses true true true true true true true false false false false false false false false false false true Line 3 The Foundations website includes a statement about the nondiscriminatory policy. The Foundations website includes a statement about the nondiscriminatory policy. Book Fair 7290 666 6624 6624 Yearbook 7120 2970 4150 4150 14410 3636 10774 10774 10774 0 true Financial aid 24 0 177348 FMV Tuition reduction X X false false false false false false false false false Christin Soly 177340 0 0 0 10400 0 10400 0 90184 0 288324 0 0 0 Peter Smith 140907 0 0 0 10651 0 10651 0 27640 0 189849 0 0 0 Stephen Roberson 75814 0 0 0 29990 0 7750 0 69515 0 183069 0 0 0 Christin Soly Daughter of Officers 273396 Compensation and tuition remission false Paul Klaassen and Teresa Merritt 2 Officers are owners of Appletree 235140 The Fdn leases property owned by the Officers false Paul Klaassen and Teresa Merritt Officers 258061 The Fdn leases property owned by the Officers false X Cameras installation 30 25000 FMV X Security shades 1 589 FMV X Door finger guards 1 2916 FMV X Other school items 4 5526 FMV false false false Pt VI, Line 2 Christin Soly is the daughter to Paul Klaassen and Teresa Merritt. Pt VI, Line 7a The J127 Education Foundation is the sole member and has the right to appoint the Board. Pt VI, Line 7b The sole member, The J127 Foundation, has the power to appoint and remove the Schools Executive Director to approve any borrowings by the Education Foundation, to elect and remove the Directors of the Education Foundation, and to approve the adoption of and any admendments to the Bylaws. Pt VI, Line 8b The Foundation has no committees with the authority to act on behalf of the Governing Body and therefore there are no meetings to document. Pt VI, Line 11b The Director of Finance reviews the Form 990 and then submits it to the Chairman of the Board for review and signature. Pt VI, Line 12c All Board Members completed a disclosure statement and do so on an annual basis. In the event of a potential conflict, that person will recuse himself/herself from all discussions and vote. Pt VI, Line 15b The Board performs a thorough review to determine suitable compensation. This process includes a review of comparability data. Comparability data can include compensation surveys and written employment contracts. The Board retains documentation of the deliberation and final decision. Pt VI, Line 19 The Organization makes its governing documents, conflict of interest policy and finanical statements available to the public upon request. The J127 Foundation 9657 Blake Lane Fairfax VA 22031 450523312 Supporting Organization to The J127 Education Fdn VA 501(c)(3) Line 12B II NA false false false false false false false false false false false false true false true false true true false The J127 Foundation O 78674 FMV The J127 Foundation r 926757 FMV