LAB SCHOOL OF WASHINGTON: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LAB SCHOOL OF WASHINGTON (EIN 52-1261627)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2013-02-04
- IRS object ID
- 201310359349301011
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-04T09:43:21-07:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hozik & Company PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 Chain Bridge Rd | AddressLine1 |
| Address Line2 | Suite 203 | AddressLine2 |
| City | McLean | City |
| State | VA | State |
| ZIP Code | 22101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521261627 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lab School of Washington | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LABS | NameControl |
| Phone | 2029656600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4759 Reservoir Road NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Katherine Schantz | Name |
| Title | Head of School | Title |
| Phone | 2029656600 | Phone |
| Date Signed | 2012-12-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jim Hozik | Name |
| PTIN | P01295891 | PTIN |
| Phone | 7038830994 | Phone |
| Date Prepared | 2012-10-15 | DatePrepared |
| 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 | Katherine Schantz | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4759 Reservoir Road NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28639061 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.labschool.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | The Lab School of Washington is an innovative learning community fostering scholarship and creativity in students with different learning styles (documented learning disabilities). The School provides a rigorous, college-preparatory education; provides intensive remediation and teaches learning strategies; and uses visual and performing arts to facilitate the education process. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 427 | TotalNbrEmployees |
| Total Nbr Volunteers | 290 | TotalNbrVolunteers |
| Total Gross UBI | -231088 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -231088 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1936484 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1948692 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21810459 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22028552 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 120288 | InvestmentIncomePriorYear |
| Investment Income Current Year | 318652 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -179793 | OtherRevenuePriorYear |
| Other Revenue Current Year | -187888 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23687438 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24108008 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 183910 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 206074 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18211466 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18212284 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 22477 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 18257 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 502370 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5998274 | OtherExpensePriorYear |
| Other Expenses Current Year | 6506548 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24416127 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24943163 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -728689 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -835155 | RevenuesLessExpensesCY |
| Total Assets BOY | 26830700 | TotalAssetsBOY |
| Total Assets EOY | 29084065 | TotalAssetsEOY |
| Total Liabilities BOY | 10260104 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13522456 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16570596 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15561609 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Lab School of Washington is an innovative learning community fostering scholarship and creativity in students with different learning styles (documented learning disabilities). The School provides a rigorous, college-preparatory education; provides intensive remediation and teaches learning strategies; and uses visual and performing arts to facilitate the education process. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14314875 | Expense |
| Grants | 186789 | Grants |
| Revenue | 15460020 | Revenue |
| Description | TUITION: Includes intensive remediation through day school, psychological services, occupational therapy, speech and language services and career counseling. Approximately 90% of our students go on to higher education. (11 students received financial aid in D.C. and 10 students received financial aid in Baltimore for a total of 21 students and $186,789). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5700146 | Expense |
| Grants | 0 | Grants |
| Revenue | 4800692 | Revenue |
| Description | RELATED SERVICES Including: psychological services, occupational therapy, and speech and language services. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1532695 | Expense |
| Grants | 19285 | Grants |
| Revenue | 1529331 | Revenue |
| Description | OTHER PROGRAM: Includes summer school and training of teachers, parents and others through night school, after school, outpatient services, instructional programs, lectures and an art teacher conference. (18 students received summer school financial aid for a total of $19,285 in D.C.). | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 21547716 | 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 | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 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 | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 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 | 37 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 427 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| 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 | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Laurelle Sheedy McCready | NamePerson |
| Telephone Number | 2029656600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4759 Reservoir Rd NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Connie Richards | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Davis Camalier | |||||||||
| Trustee/Buildings and Grounds Committee | 0.50 | X | 0 | 0 | 0 | ||||
| John Ablon | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Nancy Taylor Bubes | |||||||||
| Co-Chair/Trustee/Development Committee | 0.50 | X | 0 | 0 | 0 | ||||
| Martha Denckla | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| John Clifford Esq | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Elaine Christ | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Leah Gambal | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Bruce Drury | |||||||||
| Trustee/Treasurer | 0.50 | X | 0 | 0 | 0 | X | |||
| John Magladery | |||||||||
| Chair/Trustee/Baltimore Lab Advisory Committee | 0.50 | X | 0 | 0 | 0 | ||||
| Greg Stewart | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Hal Malchow | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Mimi Dawson | |||||||||
| Trustee/Vice Chair/Chair/Governance Committee | 0.50 | X | 0 | 0 | 0 | X | |||
| Robert Mathias | |||||||||
| Trustee/Chair | 0.50 | X | 0 | 0 | 0 | X | |||
| Bill Tennis | |||||||||
| Trustee/Vice Chair/Chair/Finance Committee | 0.50 | X | 0 | 0 | 0 | X | |||
| Allyn Kilsheimer | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| John Jonas | |||||||||
| Trustee/Secretary | 0.50 | X | 0 | 0 | 0 | X | |||
| Mac Bernstein | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Richard Wiley Esq | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Neil Cullen | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Susan Hutton | |||||||||
| Co-Chair/Trustee/Development Committee | 0.50 | X | 0 | 0 | 0 | ||||
| Mike Tongour | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Leslie Meek | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Kathy Tenhula | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| H Brian Thompson | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Kate Fulton | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Barbara Mattox | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Katherine Schantz | |||||||||
| Head of School | 60 | 275430 | 0 | 22464 | X | ||||
| Laurelle Sheedy McCready | |||||||||
| Associate Head of School for Finance/Operations | 60 | 76079 | 0 | 9502 | X | ||||
| Peter Braun | |||||||||
| Operations Director | 40 | 112267 | 0 | 14563 | X | ||||
| Lindy Nelson | |||||||||
| Speech Therapist | 40 | 111571 | 0 | 4951 | X | ||||
| Diana Meltzer | |||||||||
| Associate Head of School | 40 | 114457 | 0 | 14108 | X | ||||
| Connie Greene | |||||||||
| Former CFO | 40 | 127087 | 0 | 10075 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 816891 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 75663 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Peris Companies Inc | |||||
| 282 N Washington St | Falls Church | VA | 22046 | Construction | 522299 |
| Capital Maintenance Co | |||||
| 7201 Dulany Drive | McLean | VA | 22101 | Maintenance | 257786 |
| Fleet Transportation | |||||
| PO Box 3638 | Alexandria | VA | 22302 | Bus contract | 208166 |
| Property Management Service Inc | |||||
| 2525 North 10th Street | Arlington | VA | 22201 | Property management and maintenance | 216286 |
| Malstrom Electric | |||||
| 13815 Jarrettsville Pike | Phoenix | MD | 21131 | Contractor | 250936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 673659 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 1275033 | AllOtherContributions |
| Noncash Contributions | 141552 | NoncashContributions |
| Total Contributions | 1948692 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and related fees | 611110 | 21996116 | 21996116 | 0 | $0 |
| Various school activities | 611110 | 32436 | 32436 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22028552 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129398 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $129,398 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 198540 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 386428 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -187888 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -187888 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -231088 | UnrelatedBusinessRevenue |
| Exclusion | $43,200 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4076056 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3886802 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 189254 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 189254 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $189,254 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 257823 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 673659 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 257823 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24108008 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22028552 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -231088 | UnrelatedBusinessRevenue |
| Exclusion | $361,852 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206074 | Total |
| Program Services | 206074 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 959206 | Total |
| Program Services | 226350 | ProgramServices |
| Management And General | 732856 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14573796 | Total |
| Program Services | 13488228 | ProgramServices |
| Management And General | 834369 | ManagementAndGeneral |
| Fundraising | 251199 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419639 | Total |
| Program Services | 394992 | ProgramServices |
| Management And General | 18047 | ManagementAndGeneral |
| Fundraising | 6600 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1069222 | Total |
| Program Services | 955962 | ProgramServices |
| Management And General | 97198 | ManagementAndGeneral |
| Fundraising | 16062 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1190421 | Total |
| Program Services | 1045984 | ProgramServices |
| Management And General | 127065 | ManagementAndGeneral |
| Fundraising | 17372 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94846 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 94846 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66787 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 66787 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18257 | Total |
| Fundraising | 18257 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369809 | Total |
| Program Services | 111498 | ProgramServices |
| Management And General | 208529 | ManagementAndGeneral |
| Fundraising | 49782 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43396 | Total |
| Program Services | 5575 | ProgramServices |
| Management And General | 37821 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1344713 | Total |
| Program Services | 711041 | ProgramServices |
| Management And General | 339352 | ManagementAndGeneral |
| Fundraising | 294320 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289741 | Total |
| Program Services | 206895 | ProgramServices |
| Management And General | 78870 | ManagementAndGeneral |
| Fundraising | 3976 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534999 | Total |
| Program Services | 458637 | ProgramServices |
| Management And General | 69076 | ManagementAndGeneral |
| Fundraising | 7286 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68880 | Total |
| Program Services | 68880 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184236 | Total |
| Program Services | 124758 | ProgramServices |
| Management And General | 45925 | ManagementAndGeneral |
| Fundraising | 13553 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175624 | Total |
| Program Services | 141615 | ProgramServices |
| Management And General | 31413 | ManagementAndGeneral |
| Fundraising | 2596 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1078908 | Total |
| Program Services | 955602 | ProgramServices |
| Management And General | 105786 | ManagementAndGeneral |
| Fundraising | 17520 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135169 | Total |
| Program Services | 119721 | ProgramServices |
| Management And General | 13253 | ManagementAndGeneral |
| Fundraising | 2195 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Miscellaneous | 141285 | 6294 | 122226 | 12765 |
| Recruiting | 20022 | 14647 | 925 | 4450 |
| Special event expenses and rental expenses | -644251 | 0 | -386428 | -257823 |
| Allocation of plant | 2602384 | 2304963 | 255161 | 42260 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24943163 | Total |
| Program Services | 21547716 | ProgramServices |
| Management And General | 2893077 | ManagementAndGeneral |
| Fundraising | 502370 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3115009 | BOY |
| EOY | 600929 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44413 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50431 | BOY |
| EOY | 30479 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920934 | BOY |
| EOY | 5334623 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 569259 | BOY |
| EOY | 821207 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27260957 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10612715 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16812330 | BOY |
| EOY | 16648242 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5318324 | BOY |
| EOY | 5561547 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 87038 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26830700 | BOY |
| EOY | 29084065 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1154458 | BOY |
| EOY | 956308 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6177507 | BOY |
| EOY | 9729193 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2928139 | BOY |
| EOY | 2836955 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10260104 | BOY |
| EOY | 13522456 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11691404 | BOY |
| EOY | 10863575 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 771767 | BOY |
| EOY | 626416 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4107425 | BOY |
| EOY | 4071618 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16570596 | BOY |
| EOY | 15561609 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26830700 | BOY |
| EOY | 29084065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -835155 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -173832 | ReconcilationOtherChanges |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 0 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 200 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 0 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4107425 | BeginningOfYearBalance |
| Contributions | 69800 | Contributions |
| Investment Earnings Or Losses | 77501 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 18535 | GrantsOrScholarships |
| Other Expenditures | 164573 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 4071618 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3735303 | BeginningOfYearBalance |
| Contributions | 6259 | Contributions |
| Investment Earnings Or Losses | 432900 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 19190 | GrantsOrScholarships |
| Other Expenditures | 47847 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 4107425 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3473413 | BeginningOfYearBalance |
| Contributions | 18942 | Contributions |
| Investment Earnings Or Losses | 292182 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3650 | GrantsOrScholarships |
| Other Expenditures | 45584 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3735303 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3619335 | BeginningOfYearBalance |
| Contributions | 48749 | Contributions |
| Investment Earnings Or Losses | -172392 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 22279 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3473413 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4112571 | OtherCostOrOtherBasis |
| Book Value | 4112571 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 20120346 | OtherCostOrOtherBasis |
| Depreciation | 8982433 | Depreciation |
| Book Value | 11137913 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1418690 | OtherCostOrOtherBasis |
| Depreciation | 562484 | Depreciation |
| Book Value | 856206 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1193565 | OtherCostOrOtherBasis |
| Depreciation | 709916 | Depreciation |
| Book Value | 483649 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 415785 | OtherCostOrOtherBasis |
| Depreciation | 357882 | Depreciation |
| Book Value | 57903 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16648242 | TotalOfBookValueLandBuildings |
| Total Revenue | 24108008 | TotalRevenue |
| Total Expenses | 24943163 | TotalExpenses |
| Excess Or Deficit For Year | -835155 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -173832 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 4861 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | -168971 | TotalAdjustments |
| Excess Or Deficit Per FS | -1004126 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24377214 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -173832 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 4861 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -206074 | OtherRevenues |
| Revenue Not Rptd F990 | -375045 | RevenueNotRptdF990 |
| Revenue Subtotal | 24752259 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -644251 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -644251 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24108008 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25386201 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 4861 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 644251 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 649112 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24737089 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 206074 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 206074 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24943163 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P02_S00_L09 | Schedule D, Part II, Line 9 | There is no revenue or expense to report for the current year. The Lab School is only required to maintain it in its natural habitat. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Permanently restricted net assets are restricted to investment in perpetuity, the income from which is expendable to support general operations, financial aid and professional development. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Financial aid |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Special event expenses $(257,823) and rental expenses $(386,428). |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Special event expenses $(257,823) and rental expenses $(386,428). |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Financial aid |
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 | SchE_P01_S00_L03 | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | Published annually in local newspapers in an advertisement published by the regional independent school association, Independent Education. | 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 |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Infograte Incorporated | ||||||||
| PO Box 559 | Glen Echo | MD | 20812 | They advise, coordinate and assist in the annual giving campaign and the training of volunteers. | 0 | 0 | 5500 | -5500 |
| Florain Solutions | ||||||||
| 3924 Benton Street NW | Washington | DC | 20007 | They provide professional fundraising for the Lab School of Washington, including grant writing. | 0 | 214399 | 12757 | 201642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 214399 | TotalGrossReceipts |
| Total Retained By Contractors | 18257 | TotalRetainedByContractors |
| Total Net To Organization | 196142 | TotalNetToOrganization |
| Licensed States | DC | LicensedStates |
| Licensed States | MD | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 931482 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 673659 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 257823 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 257823 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 931482 | GrossReceiptsTotal |
| Charitable Contributions Total | 673659 | CharitableContributionsTotal |
| Gross Revenue Total Events | 257823 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 257823 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 257823 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
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 Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Financial aid grants | 21 | 0 | 186788 | FMV | Tuition reduction |
| Summer school financial aid grants | 18 | 0 | 19285 | FMV | Tuition reduction |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The Lab School of Washington requires all applicants for financial aid to apply through the FAST system (Financial Aid for School Tuition, a product of Independent School Management). FAST gathers the family financial data and recommends a financial aid award. The School Financial Aid Committee uses that input, considers the needs of the School and any family special circumstances to determine the award offer. The School tries to help as many eligible families as possible, although the School's resources for financial aid are far fewer than the need. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | 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 | Katherine Schantz | NamePerson |
| Base Compensation Filing Org | 275430 | 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 | 14608 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 7856 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 297894 | 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) |
|---|---|---|
| Identifier | SchJ_P01_S00_L05 | Identifier |
| Return Reference | Schedule J, Part I, Line 5 | ReturnReference |
| Explanation | Speech specialist receives a percentage of the revenue for the services provided for outpatients. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 101590 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Equipment and supplies | Description |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40043 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The Organization hires a consultant to manage the grant plan for funders including corporate and foundation giving and to write grant proposals for new corporate and foundation funding opportunities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L04 | Form 990, Part VI, Section A, Line 4 | The Lab School of Washington will mail the changes in separately. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The nominating committee recommends candidates for election to the full Board. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The audited financial statements were presented to the Audit Committee of the Board by the independent outside auditors. The materials were reviewed in detail and then presented by the Audit Chair to both the Finance Committee and directly to the Board of Trustees who accepted the report. The finalized 990 was posted to the Board portal prior to being filed. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | At least every two years, The Lab School of Washington compares salaries of teachers and administrators to corresponding roles in comparable independent schools in the region, and comparable special needs schools nationally. It is the goal of the School to reach the median of comparable schools although that has not been achieved yet. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Lab School of Washington follows the public viewing policy required under the Freedom of Information Act. In addition, all policies listed in Part VI, Line 18 are available for public viewing. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized loss on investments $173,832. |
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