INDIAN MOUNTAIN SCHOOL INCORPORATED: Form 990, tax year 2011
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- Organization
- INDIAN MOUNTAIN SCHOOL INCORPORATED (EIN 06-0646681)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-06
- IRS object ID
- 201310379349300861
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-06T11:18:47-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646681 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIAN MOUNTAIN SCHOOL INCORPORATED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDI | NameControl |
| Phone | 8604350871 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 INDIAN MOUNTAIN ROAD | AddressLine1 |
| City | LAKEVILLE | City |
| State | CT | State |
| ZIP Code | 06039 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Zekas | Name |
| Title | CFO | Title |
| Phone | 8604350871 | Phone |
| Date Signed | 2013-02-06 | DateSigned |
| 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 | Lucius Fowler | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 Indian Mountain Road | AddressLine1 |
| City | Lakeville | City |
| State | CT | State |
| ZIP Code | 06039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11500193 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INDIANMOUNTAIN.ORG | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | 501(C)3 | TypeOfOrgOtherDescription |
| Year Formation | 1922 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE SCHOOL STUDENTS, INCLUDING BOTH DAY AND BOARDING STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 123 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2165712 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2290369 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7874783 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7813197 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 596423 | InvestmentIncomePriorYear |
| Investment Income Current Year | 244625 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10636918 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10348191 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 895236 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 957652 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5285512 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5312581 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 45912 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 30000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 485460 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2999735 | OtherExpensePriorYear |
| Other Expenses Current Year | 3071214 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9226395 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9371447 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1410523 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 976744 | RevenuesLessExpensesCY |
| Total Assets BOY | 15879424 | TotalAssetsBOY |
| Total Assets EOY | 17792382 | TotalAssetsEOY |
| Total Liabilities BOY | 1298759 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1921400 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14580665 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15870982 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7389573 | Expense |
| Grants | 957652 | Grants |
| Revenue | 7813197 | Revenue |
| Description | Basic program service activities include school and education programs for approximately 192 students in grades 5-9 and approximately 60 students in grades PK-4. This includes both day and boarding students. | Description |
| 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 | 7389573 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | 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 | 70 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 123 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | 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 | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM J ZEKAS | NamePerson |
| Telephone Number | 8604350871 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 INDIAN MOUNTAIN ROAD | AddressLine1 |
| City | LAKEVILLE | City |
| State | CT | State |
| ZIP Code | 06039 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LUCIUS L FOWLER | ||||||||
| PRESIDENT/DIRECTOR | 0 | X | X | 0 | 0 | 0 | ||
| GEORGE A BENINGTON | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| GIAN ANDREA BOTTA | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| LAURA H HARRIS | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| MARY HARVEY | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| JAMES KIGGEN | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| CAROLINE MERISON | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| HELEN MOORE | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| SAMUEL F POSEY JR | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| ROSELLEN W SCHNURR | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| JOHN S W SPOFFORD | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| THOMAS D STEINER | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| JUSTIN VAGLIANO | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| MARIA HORN | ||||||||
| VICE PRESIDENT/DIRECTOR | 0 | X | X | 0 | 0 | 0 | ||
| KEITH MULLINS | ||||||||
| TREASURER/DIRECTOR | 0 | X | X | 0 | 0 | 0 | ||
| JESSICA FOWLER | ||||||||
| SECRETARY/DIRECTOR | 0 | X | X | 0 | 0 | 0 | ||
| JOHN P BANNING | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| ANNETTE MORRISS CLOW | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| BRYAN MCCOY | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| EMILIE M PRYOR | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| ANNA TRAGGIO | ||||||||
| TRUSTEE | 0 | X | 0 | 0 | 0 | |||
| Chul Joon Park | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Christina Lang-Assael | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Robin McGraw | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| MARK A DEVEY | ||||||||
| HEAD OF SCHOOL | 40 | 170248 | 0 | 103012 | X | X | ||
| WILLIAM J ZEKAS | ||||||||
| CFO | 40 | 113672 | 0 | 18397 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 283920 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 121409 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE DINING SERVICE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 100 | AddressLine1 |
| Address Line2 | 1402 YORK ROAD | AddressLine2 |
| City | LUTHERVILLE | City |
| State | MD | State |
| ZIP Code | 21093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DINING/FOOD SERVICE | DescriptionOfServices |
| Compensation | 538745 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 201891 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 2088478 | AllOtherContributions |
| Noncash Contributions | 148520 | NoncashContributions |
| Total Contributions | 2290369 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and Fees | 611110 | 7575789 | 7575789 | 0 | $0 |
| Auxiliary Services-Bkstore | 611110 | 150900 | 150900 | 0 | $0 |
| Other School Program Fees | 611110 | 86508 | 86508 | 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 | 7813197 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 164448 | TotalRevenueColumn |
| Related Or Exempt Function Income | 164448 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1221070 | Securities |
| Other | 11109 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1152002 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 69068 | Securities |
| Other | 11109 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80177 | TotalRevenueColumn |
| Related Or Exempt Function Income | 80177 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 201891 | CntrbtnsRprtdFundraisingEvents |
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10348191 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8057822 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 916652 | Total |
| Program Services | 916652 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41000 | Total |
| Program Services | 41000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267117 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 267117 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3680321 | Total |
| Program Services | 2851585 | ProgramServices |
| Management And General | 604633 | ManagementAndGeneral |
| Fundraising | 224103 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139105 | Total |
| Program Services | 100757 | ProgramServices |
| Management And General | 28078 | ManagementAndGeneral |
| Fundraising | 10270 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 939101 | Total |
| Program Services | 890030 | ProgramServices |
| Management And General | 32791 | ManagementAndGeneral |
| Fundraising | 16280 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286937 | Total |
| Program Services | 214199 | ProgramServices |
| Management And General | 56323 | ManagementAndGeneral |
| Fundraising | 16415 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12678 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 12678 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 16000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Fundraising | 30000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35322 | Total |
| Program Services | 34196 | ProgramServices |
| Management And General | 1126 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56718 | Total |
| Program Services | 40608 | ProgramServices |
| Management And General | 11360 | ManagementAndGeneral |
| Fundraising | 4750 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46344 | Total |
| Program Services | 45433 | ProgramServices |
| Management And General | 911 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113762 | Total |
| Program Services | 25695 | ProgramServices |
| Management And General | 66902 | ManagementAndGeneral |
| Fundraising | 21165 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16566 | Total |
| Program Services | 16566 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92495 | Total |
| Program Services | 63830 | ProgramServices |
| Management And General | 9492 | ManagementAndGeneral |
| Fundraising | 19173 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29741 | Total |
| Program Services | 26888 | ProgramServices |
| Management And General | 919 | ManagementAndGeneral |
| Fundraising | 1934 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1975 | Total |
| Program Services | 1770 | ProgramServices |
| Management And General | 205 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559651 | Total |
| Program Services | 559651 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91825 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 91825 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food and Supplies expense | 697121 | 610851 | 58741 | 27529 |
| Sub Eqt & Vehicle expenses | 394980 | 348163 | 31721 | 15096 |
| Utilities & Telephone expenses | 342874 | 311858 | 30973 | 43 |
| Bad debt & School/Stud Svces expenses | 201957 | 140165 | 61658 | 134 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361205 | Total |
| Program Services | 149676 | ProgramServices |
| Management And General | 112961 | ManagementAndGeneral |
| Fundraising | 98568 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9371447 | Total |
| Program Services | 7389573 | ProgramServices |
| Management And General | 1496414 | ManagementAndGeneral |
| Fundraising | 485460 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1314724 | BOY |
| EOY | 1556948 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1141278 | BOY |
| EOY | 1459578 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95018 | BOY |
| EOY | 132015 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104658 | BOY |
| EOY | 103841 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144742 | BOY |
| EOY | 248686 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18352073 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11063180 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5575291 | BOY |
| EOY | 7288893 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7503713 | BOY |
| EOY | 7002421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15879424 | BOY |
| EOY | 17792382 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 516495 | BOY |
| EOY | 525394 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700401 | BOY |
| EOY | 775603 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 521000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81863 | BOY |
| EOY | 99403 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1298759 | BOY |
| EOY | 1921400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9581070 | BOY |
| EOY | 10814484 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2801929 | BOY |
| EOY | 2758732 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2197666 | BOY |
| EOY | 2297766 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14580665 | BOY |
| EOY | 15870982 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15879424 | BOY |
| EOY | 17792382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 976744 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 313573 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6926611 | BeginningOfYearBalance |
| Contributions | 98144 | Contributions |
| Investment Earnings Or Losses | 540454 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 490807 | OtherExpenditures |
| Administrative Expenses | 37080 | AdministrativeExpenses |
| End Of Year Balance | 7037322 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5860402 | BeginningOfYearBalance |
| Contributions | 98538 | Contributions |
| Investment Earnings Or Losses | 1230026 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 226915 | OtherExpenditures |
| Administrative Expenses | 35440 | AdministrativeExpenses |
| End Of Year Balance | 6926611 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5220055 | BeginningOfYearBalance |
| Contributions | 77123 | Contributions |
| Investment Earnings Or Losses | 813754 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 221379 | OtherExpenditures |
| Administrative Expenses | 29151 | AdministrativeExpenses |
| End Of Year Balance | 5860402 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5897612 | BeginningOfYearBalance |
| Contributions | 347444 | Contributions |
| Investment Earnings Or Losses | -762782 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 235538 | OtherExpenditures |
| Administrative Expenses | 26681 | AdministrativeExpenses |
| End Of Year Balance | 5220055 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.33 | 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 | 409640 | OtherCostOrOtherBasis |
| Book Value | 409640 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 15505044 | OtherCostOrOtherBasis |
| Depreciation | 9256906 | Depreciation |
| Book Value | 6248138 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2253198 | OtherCostOrOtherBasis |
| Depreciation | 1806274 | Depreciation |
| Book Value | 446924 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 184191 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 184191 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7288893 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Deferred Compensation-Head | Description |
| Amount | $99,403 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 99403 | TotalOfAmounts |
| Total Revenue | 10348191 | TotalRevenue |
| Total Expenses | 9371447 | TotalExpenses |
| Excess Or Deficit For Year | 976744 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 313575 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 313575 | TotalAdjustments |
| Excess Or Deficit Per FS | 1290319 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9706964 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 313575 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 313575 | RevenueNotRptdF990 |
| Revenue Subtotal | 9393389 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 954802 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 954802 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10348191 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8416645 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8416645 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 954802 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 954802 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9371447 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The organization's endowment funds are used to pay for the expenses related to the educational purpose of the organization. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Financial Aid Grants: Audited financial statements included financial aid grants as a direct reduction of tuition and fee income. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Financial Aid Grants: Audited financial statements included financial aid grants as a direct reduction of tuition and fee income. |
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 | Advertised in local/regional newspaper annually | Explanation |
Schedule F IRS990ScheduleF
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Financial Aid: Boarding | TypeOfAssistance |
| Region | Central America and the Caribbean | Region |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 41000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | Applied against Tuition | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | n/a | DescriptionOfNonCashAssistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Jenks Group LLC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 429 | AddressLine1 |
| City | Falls Village | City |
| State | CT | State |
| ZIP Code | 06031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Provides comprehensive consulting services for school's development capital campaign. | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 125000 | GrossReceipts |
| Amount Retained By Contractor | 30000 | AmountRetainedByContractor |
| Net To Organization | 95000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 125000 | TotalGrossReceipts |
| Total Retained By Contractors | 30000 | TotalRetainedByContractors |
| Total Net To Organization | 95000 | TotalNetToOrganization |
| All States | All States | AllStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | IMS Auction | NameOfEvent1 |
| Gross Receipts Event1 | 177700 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 177700 | 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 | 29645 | OtherDirectExpensesEvent1 |
| Name Of Event2 | IMS Tuition Raffle | NameOfEvent2 |
| Gross Receipts Event2 | 19875 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 19875 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 10205 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 197575 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 197575 | 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 | 39850 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 39850 | DirectExpenseSummaryEvents |
| Net Income Summary | 157725 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| Financial Aid Awards: Boarding Tuition | 12 | 385870 | 0 |
| Financial Aid Awards: Day Tuition | 64 | 520997 | 0 |
| Financial Aid Awards: Tutoring & Other Incidental Fees | 10 | 9785 | 0 |
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 Organization maintains a financial aid committee of five individuals, including the Head of School, Director of Admissions, Associate Director of Admissions, Chief Financial Officer, and Director of Financial Aid/Controller. The committee reviews all financial aid applications on an annual basis to determine awards, utilizing tax returns, SSS applications, and parent interviews. Financial aid awards are based on need. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | MARK A DEVEY | NamePerson |
| Base Compensation Filing Org | 170248 | 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 | 9180 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 93832 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 273260 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The Head of School and his family reside, as a condition of employment, in the Head of School's house at 211 Indian Mountain Road, the school property. The school pays for housekeeping services for the Head of School's residence. At the school's request, the Head of School is a member of the local country club, Norfolk Country Club. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | Please refer to Schedule O Supplemental Information to Form 990, Part VI, Line 15 explanation. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | The Organization made deferred compensation payments, per terms of employment contract, for Mark Devey (Head of School), in the amount of $17,500. |
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 | 148520 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost Basis-Rec Date | 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 | Salisbury Bank & Trust sells all stock gifts. Indian Mountain School maintains a custodial bank account at our local bank. Any donated securities to our organization are received and valued at the bank's calculated cost basis on the date of receipt. The calculated cost basis is the mean of the securities' high and low valuation on the receipt date. Upon confirmation of the donor by Indian Mountain School, the bank immediately sells the securities, recording an appropriate gain or loss. Indian Mountain School had 9 such contributions during the period of 7/1/11-6/30/12. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The members of the Board of Trustees elect their own officers and vote on the induction of new Trustees. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Prior to the filing of this Form 990, a copy of the completed form was sent for review to all voting members of the School's Board of Trustees. The Trustees were instructed to review the information in the form and to let the School's Chief Financial Officer know if they had any questions or suggested modifications. The Trustees were given approximately two weeks to review the form before it was filed. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | On an annual basis, the Board of Trustees circulates its conflict of interest policy. All Trustees then are require to disclose any potential conflicts of interest and also to sign their acknowledgment of the policy. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The compensation for the Head of School, the School's top Management Official, is determined by the compensation committee made up of independent members of the Board of Trustees, including the President and the Vice President of the Board. Their process includes: communication with an independent consultant who is knowledgeable about the compensation of Heads of similar schools; a review of the Head's job performance; a review of information about compensation of Heads of similar schools found in their respective Form 990's; consideration of percent raises given to other employees of the School; consideration of the School's overall financial status. The compensation for the Chief Financial Officer is set by the Head of School. The Head considers the following in setting his salary: a review of his job performance; as appropriate, a review of information from the National Association of Independent Schools about CFO compensation; percent raises given to other employees of the School; consideration of the School's overall financial status. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Organization's Governing Documents, Conflict of Interest Policy, and Financial Statements, are available upon request to the Chief Financial Officer, William Zekas, in the Business Office. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net unrealized gains (losses) on investments. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Automatic 90 day extension filed. | Explanation |
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