ALL SAINTS ACADEMY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALL SAINTS ACADEMY INC (EIN 59-3246571)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-12
- IRS object ID
- 201310439349300411
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T08:17:25-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 EAST MAIN STREET | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593246571 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALL SAINTS ACADEMY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALLS | NameControl |
| Phone | 8632935980 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 STATE ROAD 540 WEST | AddressLine1 |
| City | WINTER HAVEN | City |
| State | FL | State |
| ZIP Code | 33880 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN WILKINSON | Name |
| Title | CFO | Title |
| Phone | 8632935980 | Phone |
| Date Signed | 2013-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TORI LEHMAN | Name |
| PTIN | P00313085 | PTIN |
| Phone | 8636877000 | Phone |
| Date Prepared | 2013-02-08 | 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 | JOHN WILKINSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 STATE ROAD 540 WEST | AddressLine1 |
| City | WINTER HAVEN | City |
| State | FL | State |
| ZIP Code | 33880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12413405 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALLSAINTSACADEMY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE PRIMARY EXEMPT PURPOSE OF ALL SAINTS ACADEMY, INC. ("ALL SAINTS") IS TO OPERATE A PRIMARY, ELEMENTARY & SECONDARY SCHOOL. ALL SAINTS WAS ESTABLISHED IN 1966 AT ST. PAUL'S EPISCOPAL CHURCH BY FATHER C. LEE GILBERTSON TO OFFER YOUTH OF THE PARISH A SOLID ELEMENTARY EDUCATION. ALL SAINTS MISSION IS TO PROVIDE QUALITY EDUCATION IN A CHRISTIAN ENVIRONMENT. ALL SAINTS IS ACCREDITED BY THE FLORIDA COUNCIL OF INDEPENDENT SCHOOLS AND THE FLORIDA KINDERGARTEN COUNCIL. ALL SAINTS BELONGS TO THE CENTRAL FLORIDA EPISCOPAL SCHOOLS ASSOCIATION AND AS SUCH, IS REPRESENTED ON THE BOARD OF THE FLORIDA ASSOCIATION OF ACADEMIC NON-PUBLIC SCHOOLS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 147 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5527434 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5098518 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6529424 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7160164 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -76711 | InvestmentIncomePriorYear |
| Investment Income Current Year | 571 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5727 | OtherRevenuePriorYear |
| Other Revenue Current Year | 124469 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11985874 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12383722 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 202537 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 376876 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5009495 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5406372 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 66500 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 204815 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2844326 | OtherExpensePriorYear |
| Other Expenses Current Year | 3075954 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8056358 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8925702 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3929516 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3458020 | RevenuesLessExpensesCY |
| Total Assets BOY | 15937113 | TotalAssetsBOY |
| Total Assets EOY | 18287225 | TotalAssetsEOY |
| Total Liabilities BOY | 2994947 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1870451 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12942166 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16416774 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PRIMARY EXEMPT PURPOSE OF ALL SAINTS ACADEMY, INC. ("ALL SAINTS") IS TO OPERATE A PRIMARY, ELEMENTARY & SECONDARY SCHOOL. ALL SAINTS WAS ESTABLISHED IN 1966 AT ST. PAUL'S EPISCOPAL CHURCH BY FATHER C. LEE GILBERTSON TO OFFER YOUTH OF THE PARISH A SOLID ELEMENTARY EDUCATION. ALL SAINTS MISSION IS TO PROVIDE QUALITY EDUCATION IN A CHRISTIAN ENVIRONMENT. ALL SAINTS IS ACCREDITED BY THE FLORIDA COUNCIL OF INDEPENDENT SCHOOLS AND THE FLORIDA KINDERGARTEN COUNCIL. ALL SAINTS BELONGS TO THE CENTRAL FLORIDA EPISCOPAL SCHOOLS ASSOCIATION AND AS SUCH, IS REPRESENTED ON THE BOARD OF THE FLORIDA ASSOCIATION OF ACADEMIC NON-PUBLIC SCHOOLS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5150644 | Expense |
| Grants | 376876 | Grants |
| Revenue | 7160164 | Revenue |
| Description | ALL SAINTS OPERATES A PRIMARY, ELEMENTARY, AND SECONDARY SCHOOL IN POLK COUNTY, FL WHERE STUDENTS OBTAIN A GENERAL EDUCATION WITH PARTICULAR EMPHASIS ON TEACHING STUDENTS MORALLY AND SPIRITUALLY. | Description |
| Total Program Service Expense | 5150644 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 147 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WILKINSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8632935980 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 STATE ROAD 540 WEST | AddressLine1 |
| City | WINTER HAVEN | City |
| State | FL | State |
| ZIP Code | 33880 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BLAKE PAUL | ||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 |
| CINDY HENRY | ||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 |
| CONLEY THORNHILL | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| MARVA LOUISVILLE | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| CINDY ALEXANDER | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOHN CRAIG | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| DONNA HENRICKS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| TIM HILL | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ANNE KERR | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| INGRAM LEEDY | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| PRANAY PATAL | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| CAROLE PHILIPSON | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| WILLIAM POU III | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ROBERT SALE | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| LORETTA SANDERS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| TOM SEITZ | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| CLAY WATKINS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| BRUCE WEBER | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| PHIL WEGMAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| STEVE WRIGHT | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| R MARK BOSTICK | ||||||
| CHARMAN EMERITUS | 5.00 | X | 0 | 0 | 0 | |
| CAROLYN M BALDWIN | ||||||
| HEADMASTER | 40.00 | X | 104233 | 0 | 10925 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 104233 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10925 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 | E & A CLEANING INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 W BRANNEN RD | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | JANITORIAL | DescriptionOfServices |
| Compensation | 133608 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 5098518 | AllOtherContributions |
| Total Contributions | 5098518 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND REGISTRATI | 611110 | 6692083 | 6692083 |
| CLUB AND CLASS REVENUE | 611110 | 468081 | 468081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7160164 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 571 | TotalRevenueColumn |
| Exclusion | $571 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15114 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15114 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15114 | TotalRevenueColumn |
| Exclusion | $15,114 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 138379 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 29683 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108696 | TotalRevenueColumn |
| Exclusion | $108,696 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 659 | TotalRevenueColumn |
| Exclusion | $659 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 659 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12383722 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7160164 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $125,040 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376876 | Total |
| Program Services | 376876 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181711 | Total |
| Program Services | 45428 | ProgramServices |
| Management And General | 136283 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4116842 | Total |
| Program Services | 2933263 | ProgramServices |
| Management And General | 1065482 | ManagementAndGeneral |
| Fundraising | 118097 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34133 | Total |
| Program Services | 28394 | ProgramServices |
| Management And General | 4347 | ManagementAndGeneral |
| Fundraising | 1392 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 700999 | Total |
| Program Services | 490495 | ProgramServices |
| Management And General | 201790 | ManagementAndGeneral |
| Fundraising | 8714 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372687 | Total |
| Program Services | 265042 | ProgramServices |
| Management And General | 97533 | ManagementAndGeneral |
| Fundraising | 10112 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66500 | Total |
| Fundraising | 66500 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28716 | Total |
| Management And General | 28716 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28537 | Total |
| Program Services | 28537 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141976 | Total |
| Management And General | 141976 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119470 | Total |
| Program Services | 119470 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585499 | Total |
| Management And General | 585499 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58667 | Total |
| Management And General | 58667 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30835 | Total |
| Program Services | 17777 | ProgramServices |
| Management And General | 13058 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69849 | Total |
| Management And General | 69849 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707322 | Total |
| Management And General | 707322 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134376 | Total |
| Management And General | 134376 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CLUB AND CLASS EXPENSES | 481131 | 481131 | |
| OTHER EXPENSE | 314114 | 66405 | 247709 |
| INSTRUCTIONAL MATERIALS | 217106 | 217106 | |
| ATHLETIC EXPENSES | 80720 | 80720 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77636 | Total |
| Management And General | 77636 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8925702 | Total |
| Program Services | 5150644 | ProgramServices |
| Management And General | 3570243 | ManagementAndGeneral |
| Fundraising | 204815 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1243307 | BOY |
| EOY | 601180 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154829 | BOY |
| EOY | 1222623 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3448548 | BOY |
| EOY | 1177268 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40946 | BOY |
| EOY | 45054 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37803 | BOY |
| EOY | 24126 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20798414 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5980339 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10591353 | BOY |
| EOY | 14818075 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5680 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414647 | BOY |
| EOY | 398899 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15937113 | BOY |
| EOY | 18287225 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436301 | BOY |
| EOY | 336635 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1100314 | BOY |
| EOY | 1447096 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1458332 | BOY |
| EOY | 86720 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2994947 | BOY |
| EOY | 1870451 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8291465 | BOY |
| EOY | 15558642 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4650701 | BOY |
| EOY | 858132 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12942166 | BOY |
| EOY | 16416774 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15937113 | BOY |
| EOY | 18287225 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3458020 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 16588 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 129745 | OtherCostOrOtherBasis |
| Book Value | 129745 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17375652 | OtherCostOrOtherBasis |
| Depreciation | 3702850 | Depreciation |
| Book Value | 13672802 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2559313 | OtherCostOrOtherBasis |
| Depreciation | 2033756 | Depreciation |
| Book Value | 525557 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 733704 | OtherCostOrOtherBasis |
| Depreciation | 243733 | Depreciation |
| Book Value | 489971 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14818075 | TotalOfBookValueLandBuildings |
| Total Revenue | 12383722 | TotalRevenue |
| Total Expenses | 8925702 | TotalExpenses |
| Excess Or Deficit For Year | 3458020 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -13412 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 30000 | DonatedServicesAndFacilities |
| Total Adjustments | 16588 | TotalAdjustments |
| Excess Or Deficit Per FS | 3474608 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12429993 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -13412 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 30000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 29683 | OtherRevenues |
| Revenue Not Rptd F990 | 46271 | RevenueNotRptdF990 |
| Revenue Subtotal | 12383722 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12383722 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8955385 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 29683 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 29683 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8925702 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8925702 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING COSTS 29,683. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING COSTS 29,683. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL ADVERTISEMENTS AND SOLICITATIONS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | BRIAN BOONE | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12768 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 66500 | AmountRetainedByContractor |
| Net To Organization | -66500 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 66500 | TotalRetainedByContractors |
| Total Net To Organization | -66500 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SWING INTO SWAMP | NameOfEvent1 |
| Gross Receipts Event1 | 138379 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 138379 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 29683 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 138379 | GrossReceiptsTotal |
| Gross Revenue Total Events | 138379 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 29683 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 29683 | DirectExpenseSummaryEvents |
| Net Income Summary | 108696 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 69 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 376876 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | TUITION DISCOUNTS | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS TRACKING THE VARIOUS FINANCIAL AID GIVEN TO INDIVIDUALS AND REQUIREMENTS FOR THE RECEIPT OF FINANCIAL AID. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE TREASURER OR PRESIDENT AND HEAD OF SCHOOL - BOARD MANAGER. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PERIODICALLY REVIEWED BY THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF THE TRUSTEES REVIEW AND DETERMINE THE COMPENSATION OF HEAD OF SCHOOL EMPLOYEES. THEY HAVE GIVEN HEAD OF SCHOOL EMPLOYEES AUTHORITY TO REVIEW AND DETERMINE COMPENSATION ON ALL OTHER EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -13,412. DONATED SERVICES AND USE OF FACILITIES: 30,000. TOTAL TO FORM 990, PART XI, LINE 5: 16,588. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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